3 LED sprint IPO analysts believe that short-term bearish industry

China Commission issued 30 "on further promoting the IPO Reform Opinions" at the beginning of January next year, is expected to have 50 enterprises listed, of which 3 LED companies get together the electronics industry IPO. For the impact of IPO restart on LED companies, the industry believes that the short term look bad, in the long term there will be differentiation.

Through the great wisdom news agency combing found that 83 companies will have been passed in the family of the electronics industry, of which 3 belong to the LED industry enterprises. Three would have been LED Enterprises: Shenzhen city aibisen Au Optronics Co, Linsen, Guangdong jinlaite electric appliance; among them, Shenzhen city aibisen Au Optronics Co main business LED LED full color display and lighting products, the main business for the MLS LED package and LED application products, Guangdong jinlaite electric main business spare rechargeable lighting products and rechargeable AC and DC fan.

The resumption of the IPO impact on the LED industry, many analysts believe that the short term bearish, medium and long term will appear differentiation, as for the package and the application of LED industry chain, due to technical barriers is not high, the competition will be more intense, with vertical integration of enterprises will win in the competition; as for leading Sanan optoelectronics and Elec-Tech two enterprises, with production capacity and technical barriers, will benefit in the LED industry.

China Merchants Securities research report pointed out that in October, Taiwan major LED manufacturers revenue generally rebounded, mainly because of the backlight market back to temperature, increasing lighting demand; and the main chip, such as factory operating rate to maintain a high state of optoelectronics.

An industry source said, IPO restart on the LED industry itself does not have much impact, but the impact of the two market LED sector is. As for the listed companies through IPO is a good thing, through the listing can quickly form a scale, reduce costs, to seize the LED market.

As of 11:24, LED related 54 A shares of listed companies, in addition to the East crystal rose more than 2.82%, other LED constituent stocks decline, including Lehman photoelectric, remote optical two stocks limit.