Industry rating and investment recommendations: LED enterprises due to product mix of domestic reasons, semi-annual revenue situation is significantly better than Taiwan in the same industry enterprises. However, the industry will face the same economic downturn, technology to enhance the speed, cost reduction, product out of the sea as deciding whether the above-average profitability level of the key. Display area of domestic enterprises already have a certain advantage; TV companies began to enter the field of light threshold; Tablet PC backlight as the field of supply chain focused on apples, cut into domestic enterprises have difficulty; on the domestic LED industry, active distribution of LED lighting market is the most viable strategy for increasing product of the sea. Investment strategy for the LED industry, we believe that the current can focus on early intervention with technical superiority and LED lighting applications business. We are optimistic about the long-term development prospects of China's LED industry to maintain the LED sub-sectors of "recommended" rating, to maintain the sun lighting, Silan, country star power, Hongli Opto-electronic "recommended" rating. |
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