Riding the Waves Together, Steadying the Foundation for the Long Haul

Insights into Emergency Lighting Supply Chain Trends and the Path to Collaborative Symbiosis in the New Landscape

As the I Ching states: “When you tread on frost, hard ice is on the way; the noble man remains diligent all day and vigilant through the night.” Since the second half of 2025, the global electronics industry has been navigating a cyclical test driven by overlapping factors: geopolitical disruptions, the boom in AI computing capacity straining upstream core production, and sharp simultaneous price hikes for precious metals and chemical raw materials. Structural supply-demand imbalance has become a shared challenge for the entire emergency lighting industry.

As a professional manufacturer specializing in the R&D, production and integrated manufacturing of emergency luminaires, emergency power supplies, DALI emergency lighting systems, wireless emergency lighting systems and CPS centralized power supply systems, Ningbo Rongte Electronics Co., Ltd. has continuously aligned cross-functional teams across sales, R&D, PMC, production and procurement. We have conducted in-depth analysis of long-term industry supply chain trends and implemented internal lean upgrade initiatives.

This letter is addressed to our long-standing engineering clients, integrator partners and upstream suppliers. We aim to share an honest breakdown of the current supply chain market reality, outline Ningbo Rongte’s initiatives to strengthen our foundation, improve quality and secure stable deliveries, and invite all partners to join hands in navigating this industry cycle through mutual benefit, building a solid foundation for long-term stable cooperation amid industry changes.

I. Industry Outlook: Cyclical Pressures and Structural Adjustment in the Emergency Lighting Supply Chain

The current round of raw material price increases and supply tightness is not a short-term market fluctuation. It is a long-term trend driven by three overlapping forces: upstream supply constraints, capacity competition from emerging industries, and the evolution of industry development models. It directly impacts the manufacturing of all product categories, from emergency luminaires and emergency power supplies to DALI emergency lighting systems, wireless emergency lighting systems and CPS centralized power supply systems.

1. Broad-based surges in basic raw materials, sustained pressure on manufacturing costs Precious welding metals such as silver and tin have seen notable price increases. Tight resin supplies for PCB copper-clad laminates have driven board prices up by nearly 30%. MLCC chip capacitors are in short spot supply due to overseas manufacturers’ capacity cuts and bulk procurement by the computing industry. PC/ABS plastic housing materials have risen 30%–40% due to crude oil prices and shipping constraints. Costs for core components and structural parts used in complete CPS centralized power supply systems, large-volume DALI emergency lighting systems and project-based emergency luminaire packages have all risen in tandem, leaving no buffer across the supply chain.
2. Computing industry hoards upstream capacity, lengthening lead times for emergency lighting materials With global computing hardware capacity expanding continuously, leading players are locking in annual production of core materials such as copper foil, capacitors and chips. This has steadily eroded spot inventory available for emergency power supplies, wireless emergency lighting systems and volume project luminaires. Industry-wide lead times for standard materials have generally lengthened, leaving far less margin for project scheduling.
3. Fragmented custom engineering demand adds to supply chain stocking pressure Growing demand for differentiated construction projects has led to a rise in non-standard custom emergency luminaires, DALI emergency lighting systems and CPS centralized power supply systems. The wide spread of material specifications makes production planning and stocking more difficult for upstream suppliers, increasing the risk of incomplete material kits and project delivery delays.

As an ancient saying goes: “Times create change, and change reveals true character.” Amid cyclical fluctuations, prices and lead times are only surface-level phenomena. What truly enables enterprises to weather industry ups and downs is a stable manufacturing base, a standardized product portfolio and a collaborative upstream-downstream ecosystem. Ningbo Rongte always believes that passively waiting for raw material prices to fall or unilaterally passing on costs is not a long-term solution. Only through internal lean upgrades and collaborative planning with upstream and downstream partners can we steadily address industry challenges.

II. Strengthening Our Foundation: Four Lean Upgrade Initiatives to Secure Stable Delivery of the Full Emergency Lighting Portfolio

“The noble man seeks within himself before seeking from others.” Facing industry-wide challenges, Ningbo Rongte remains deeply focused on its core segments: emergency luminaires, emergency power supplies, DALI emergency lighting systems, wireless emergency lighting systems and CPS centralized power supply systems. We continue to optimize our end-to-end sales, production and R&D operations, using standardization and refined management to hedge against external market volatility and reduce burdens for our customers and supplier partners.

1. Tiered product standardization, prioritized supply for core emergency lighting products

Drawing on years of engineering project experience, we categorize our full product portfolio into flagship core models, standard models and custom specialty models, with differentiated allocation of procurement capacity and production resources.

• For standardized emergency power supplies, DALI emergency lighting systems, CPS centralized power supply systems and general-purpose emergency luminaires, we maintain safety stock of key materials and prioritize locking in upstream capacity, ensuring stable and controllable standard lead times.
• Standardized wireless emergency lighting systems are well-stocked, enabling fast fulfillment of bulk project orders for commercial complexes, office buildings and industrial facilities.
• For niche non-standard custom projects, we proactively communicate material lead times and market conditions, and schedule production in a reasonable manner, reducing stocking pressure caused by fragmented materials at the source.

2. Establishing a rolling demand collaboration mechanism to optimize upstream and downstream stocking rhythms

We have fully rolled out a 3–6 month rolling demand forecasting collaboration model.

• For engineering integrator customers placing bulk orders for emergency luminaires, CPS centralized power supply systems and wireless emergency lighting systems, sharing demand plans in advance allows us to lock in core components such as chips, capacitors and PCBs with suppliers early, mitigating spot shortage and ad-hoc price hike risks.
• For custom DALI emergency lighting system projects, we communicate material lead times and cost fluctuations upfront during pre-sales, and guide customers toward standardized modules where possible, reducing delivery risks for both parties.

3. Proactive standardized design in R&D to reduce waste and rework in complete products

Our R&D team continues to advance commonality and reuse across power supplies, structural parts and control modules, unifying core component specifications for emergency luminaires, emergency power supplies and DALI emergency lighting systems to significantly reduce material SKUs. All complete lighting systems and custom projects undergo full Design for Manufacturability (DFM) validation before production launch, reducing material waste and production rework at the design stage, cutting unnecessary cost losses across the supply chain, and ensuring consistent quality for volume shipments of CPS centralized power supply systems and wireless emergency lighting systems.

4. Cross-departmental proactive collaboration to build a stable delivery assurance system

Ningbo Rongte has integrated sales, R&D, planning, production and procurement into a single collaborative chain, establishing a communication mechanism for proactive forecasting and dynamic synchronization:

• Procurement provides real-time updates on component prices and lead time warnings.
• PMC dynamically balances production scheduling across all emergency lighting product models.
• Production strictly controls process waste to ensure stable output of volume emergency luminaires and power supplies. All functions align around project delivery and customer needs, reducing communication friction and continuously improving order fulfillment efficiency.

We are also supporting these efforts with long-term implementation mechanisms: in the short term, we are completing a tiered inventory of our full DALI emergency lighting system, wireless emergency lighting system, CPS centralized power supply system and emergency luminaire portfolio, and building alternative multi-supplier channels for core materials. In the medium to long term, we will continue to refine our standardized product system and conduct monthly supply chain stability reviews to continuously optimize supply security and cost control measures.

III. Collaborative Symbiosis: Building a Long-Term Win-Win Ecosystem with Customers and Suppliers

As the Book of Songs puts it: “I receive a peach from you, and repay you with a fine jade.” The emergency lighting industry is never a zero-sum game. Engineering clients, upstream suppliers and Ningbo Rongte are a community of shared fate — we rise and fall together. Amid this industry cycle, we put forward three proposals for collaborative symbiosis to all our partners.

To our engineering and integrator customers: collaborative planning for stable delivery and cost control

1. Prioritize Ningbo Rongte’s standardized emergency luminaires, emergency power supplies, DALI emergency lighting systems and CPS centralized power supply systems. Standardized products offer ample material stock, stable lead times and better overall costs, making them highly suitable for all types of commercial, industrial and public-sector fire lighting projects.
2. Share 3–6 month project demand forecasts in advance. This enables us to lock in upstream material capacity early, avoid spot shortages and ad-hoc price hikes, and ensure on-time delivery of large-volume wireless emergency lighting system orders.
3. Prioritize general standard modules during the project design phase. If non-standard customization is required, please communicate early so we can jointly assess material lead times and costs, minimizing the risk of project delays and budget overruns.

Ningbo Rongte solemnly commits: for long-term deep-cooperation customers, we will prioritize allocation of core material inventory, share domestic alternative component solutions, and provide real-time raw material price breakdowns for emergency power supplies, DALI emergency lighting systems and CPS centralized power supply systems. With cost transparency and open communication, we will do our utmost to buffer project pressure from industry price increases.

To our upstream supplier partners: locking in materials together, diversifying options, and navigating the raw material crisis hand in hand

1. We welcome timely updates on upstream raw material prices and capacity change warnings. Ningbo Rongte maintains a complete material price warning ledger, and we actively pursue annual fixed-price cooperation agreements for core products such as emergency luminaires, wireless emergency lighting systems and CPS centralized power supply systems, rewarding partners with stable, long-term orders.
2. Let us work together to validate domestic alternatives for core components, broaden supply chain channels, reduce supply disruption risks from overseas capacity fluctuations, and jointly ensure stable mass production of DALI emergency lighting systems and complete emergency power supply solutions.
3. Please standardize incoming batch and labeling management and implement pre-delivery incoming inspection. This reduces warehousing delays and production line stoppages caused by mixed materials or missing information, lowering labor and material waste for both parties.

Ningbo Rongte always adheres to on-time reconciliation and scheduled payment. We do not arbitrarily deduct payments or delay settlement. With stable, continuous orders, we reward supplier partners who uphold quality and share industry pressures with us, building a trusted and stable upstream supply system.

IV. Conclusion: Weathering the Storm Together, Steady Progress Leads to Distant Horizons

“A single thread cannot make a cord; a single tree cannot make a forest.” Raw material price hikes and supply tightness are only a phase of the industry cycle. Having been deeply engaged in emergency luminaires, emergency power supplies, DALI emergency lighting systems, wireless emergency lighting systems and CPS centralized power supply systems for many years, Ningbo Rongte firmly believes that internal lean self-improvement and external open collaboration are the core strengths that carry us through industry ups and downs.

Internally, we will continue to iterate on our standardized product portfolio and optimize end-to-end operations, safeguarding every emergency lighting project delivery with stable capacity and reliable quality. Externally, we uphold the business philosophy of integrity and mutual benefit. We will not pass on cost pressures or avoid market realities, and will communicate openly and plan collaboratively with all our partners.

There may be storms ahead, but together there is no difficulty we cannot overcome. Looking forward, Ningbo Rongte hopes to stand side by side with engineering clients and upstream suppliers. Leveraging our standardized product matrix of emergency luminaires, emergency power supplies, DALI emergency lighting systems, wireless emergency lighting systems and CPS centralized power supply systems, we will show mutual understanding, empower one another, smoothly navigate this industry cycle, and build a sustainable, resilient emergency lighting industry ecosystem for a long-term, stable and win-win future.