Ping An Securities: LED outbreak, packaging leading enterprises concern

Ping An Securities recently issued a research report in April, according to the number of domestic LED companies in 2015 announced a quarterly notice, there are 7 first quarter forecasted ten LED enterprises, more than three safety optoelectronics, honglitronic, photoelectric yejiyuzeng 50%, highlighting the thriving LED industry. In the LED industry thriving under the background of LED, China enterprises blossom everywhere, the mainland only package has 1500 companies, fierce competition, price war fast, makes the meager profits continue to be compressed, the strong large enterprises through scale advantages can occupy a place, disadvantaged small business will because the performance pressure is strong the large enterprises and the purchase, the entire LED industry will experience this dynamic adjustment to industry concentration. From this, we recommend investors to pay attention to LED packaging enterprises, including wood Linsen, honglitronic, Jufei, nationstar.

For more information about ED, please click on China LED network or pay attention to WeChat public account (cnledw2013).