"Recalling the past year, my mood can't be expressed in words at this moment, I want to cry, I want to cry, I want to marry my mother, I even want to find someone to fight, but I want to rest for a few days." On the last day of 2012, Ray Wu Changjiang, the founder of Shi Lighting, wrote this passage on his Weibo. Just a few days ago, Wu Changjiang introduced Dehao Runda, and the NVC lighting pattern changed from "Three Kingdoms Kill" to "Four Mahjong", and "Wu Changjiang wants to cash out the road" and other rumors.
On January 9, NVC lighting founder Wu Changjiang said frankly that NVC's existing advantage is only channel and brand advantage. "If you don't change, you won't be able to do it." I hope to seize the opportunity of LED industry renewal and replace NVC from the current 30. Multi-billion scale to achieve more than 10 billion scale.
Wu Changjiang also revealed for the first time that NVC Lighting will hold a general meeting of shareholders at the end of the month and add new directors. He is also likely to re-elect as chairman.
Dehao Runda has premeditated Nandu: In the past two years, LED overcapacity, blind production, vicious price wars and so on have been frequent. Why did you choose Dehao Runda at this time?
Wu Changjiang: At first, they invested dozens of billions in production and R&D. This is a big investment. The whole industry believes that this boss is crazy, such a large amount, MOCVD epitaxial chip machine bought dozens of equipment, and even some experts say that Dehao and Sanan add up enough capacity to meet the world's volume.
Second, it is a domestic team. I have misunderstood them in the past. Is there a bias in the domestic chip patent? Is the quality stable? Later they invited me to visit the company. Now think of it, it can be said that it is premeditated and bold. I used to know that Dehao can do a good job. However, after seeing their company and the industrial layout, the equipment needless to say, one hundred machines are the latest; the package automatic line is 4 seconds, absolutely good.
For example, if there is a product, the price offered by Dehao is 25% lower than that we planned. If we put this 25% profit into the market and promote the full popularity of LE D, then the competitiveness is terrible. !
They are gambling on this industry and the government has also provided 2 billion yuan in support. They gambled down. In the past few years, they have been reluctant to make a profit. The price/performance ratio of the products made people are shocking. It also shocked me: if NVC does not change, it may be eliminated.
Nandu: Do not cooperate with Dehao Runda, can NVC not transform?
Wu Changjiang: Where is our NVC advantage? Mainly because the channel network is relatively strong and the brand recognition is high. We are thinking, how can we quickly occupy the market and stand out in the industry? If you are a hero in a chaotic world, you may have no chance if you are peaceful and prosperous. If you seize it now, you may reach one or two billion yuan soon! With the upgrading of the LE D industry, 30 billion is the top three in the world, and I think it is very possible.
GE (United States General Electric) also looked for us, our board of directors also discussed buying GE, directly into the top three in the world, but how to digest but did not think. I want to take the road of Chinese characteristics, I don't want to go through mergers and acquisitions, I hope that through my own superior resources, I have the ability to control, rather than fattening overnight.
Now everyone is optimistic about the LED industry, the prospects are very good. Before the LED industry was a swarm of investment, disorderly competition, the advantage of the enterprise did not form economies of scale. When we do this, we raise the threshold and force those companies to transform.
Before the Spring Festival or back to the board of directors Nandu: Before you exchanged shares with Dehao Runda, did you communicate with the current chairman?
Wu Changjiang: The day before the announcement of Dehao Runda, the board of directors was opened and everyone talked better. After the announcement, we (not referring to Yan Yan) did not pass the phone, I did not explain, and did not respond well. On January 6th, I saw you. He complained a little bit. "So big, why don't you talk to me?" Major shareholders should be discussed, but I am not a director. Why is it not discussed? When I talked to Dehao about this matter, it has not yet been fixed. But then I was very happy to communicate with you.
Wang Donglei also saw them twice. I volunteered to say that you should send a letter to the board of directors promptly to convene a general meeting of shareholders, add directors, and appoint me (Wu Changjiang) as chairman. It can be opened years ago and an announcement is issued. It is the end of the month, and the slow is before the Spring Festival.
Nandu: At the end of September last year, Zhai had publicly stated that "the ideal chairman of the board of directors is Wu Changjiang, and now he is already following the process. Wu Changjiang will not return to the board of directors for more than three months." But the timetable for your return has changed over and over again, are there disputes between you?
Wu Changjiang: No. In a company listed in Hong Kong, the board of directors is the highest authority, the charter determines everything, and the charter is the law. He is not amused me, I will do it well, he will support me. What he said is true. He will support me if I want to act according to the charter.
The company charter is the highest law of the company. When they first went public, they said it was a standard version, and found that the power of the board was very large. They firmly control the board and will support me, provided that I am obedient.
Nandu: On the last day of 2012, you said on Weibo, recalling what happened in the past year, I want to cry, the most important thing is to go home with my family, find a quiet place to turn off the phone, take a rest. day. Entrepreneurship is not easy, and it is harder to keep business If you change from an entrepreneur to a migrant worker, will you be unwilling?
Wu Changjiang: Some people say that I am a shareholder of Dehao Runda who wants to give up NVC. Do you believe? I didn't want to leave NVC. I have stayed so much after all the ups and downs, and I have insisted on it. The company is now handing over to me for management. I will still stay in NVC. I have not given up the idea of ​​NVC. I am going back to the board of directors sooner or later, I am not in a hurry, I have never rushed.
"I am also taking risks" Nandu: There are many speculations about the exchange of shares between you and Dehao. What is your most real thought?
Wu Changjiang: I have earned 300 million yuan from the exchange of shares with Dehao and I use their algorithm. It seems that this is the case, but I am not looking at this. I am also taking risks. I did not take a penny from it. Years, I still want to add more, but I don't have money! I am more than 7 billion Hong Kong dollars. This only shows that I am optimistic about the future.
I am not going to leave the NVC to run, a year of wind and rain, stable. Now I am the fourth largest shareholder. I also hope to continue to manage NVC in the future, so I did not give up the idea of ​​NVC.
Some people interpret this as the curve I want to return to the board of directors, but my return is a matter of time, I have never urged. And I am actually running NVC now, and there is no need to think about it.
This cooperation is that Dehao Runda took the initiative to find me. I asked them to cooperate with other shareholders before they started cooperation. The reason why I agree to cooperate is to sacrifice the status and rights of the largest shareholder and find a partner who is more helpful to the future development of the company. In the transition period of the industry, the wisdom and mind of the decision makers of the enterprise are taken into consideration. If you don't have the power and mind, you lose your chance. NVC and Dehao have complementary advantages in the industrial chain. The cooperation between the two parties has greatly promoted the transformation and upgrading of their respective industries, and also promoted the benign and rapid development of the entire LE D industry. Therefore, the alliance between the two sides is a good news for investors and investors.
Nandu: Why should DHL Runda cross the shareholding with you?
Wu Changjiang: Dehao’s board of directors decided to buy my stock. I believe that the board will work when they are tied together. They are optimistic about the words “RVC Wu Changjiangâ€.
I suggest that they buy the shares of 阎焱 and Schneider, and then they must bind me in a meeting. I said, I am the largest shareholder. Although I am in the business, I am not a member of the board of directors. I am doing things according to the rules.
They first discussed with other shareholders, and these shareholders all said that not 3 yuan per share did not sell, and finally I was looking for me. I suggest that Dehao should speak with him and Schneider, and hope to get their approval. I don't want the NVC board to have any differences and guilt. I am now the second largest shareholder of Dehao, and Dehao has become the largest shareholder of NVC. According to the reasonable board structure, each of the three directors may make the decision more reasonable and scientific.
Nandu: It is also an entrepreneur. Wang Donglei (Chairman of Dehao Runda) is also a starter of industry. How do you see the similarities and differences between him and him?
Wu Changjiang: Entrepreneurs see opportunities, and 60% to 70% of opportunities are likely to be invested. I am courageous enough, Wang Donglei's courage is bigger than me. I have said that there will be no pies in the sky. If we make decisions, we must take some risks. If everyone sees the opportunity, it is definitely not an opportunity. The height of the entrepreneur is here. It must be forward-looking and have a forward-looking vision. It is this achievement that is NVC and Germany. Hao.
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