Hongli Optoelectronics: LED packaging products monthly capacity of over 750kk

On November 22nd , the "G20-LED Summit member company" Hongli Optoelectronics (300219.SZ) Securities Department said that the current LED packaging products capacity is around 750-800KK / month, mainly used in lighting products. Industry sources believe that LED corporate earnings will show up at the end of next year.

It is reported that Hongli Optoelectronics' monthly capacity in 2012 is about 500 KK. Around March of this year, Li Guoping, chairman of Hongli Optoelectronics, said in public that the company currently uses only two production buildings. If all four production buildings are in use, the monthly production capacity will reach 2000 KK.

Hongli Optoelectronics Dongshou Deng Shoutie once said in a collective survey of the company that the company hopes to extend to the downstream of the LED industry chain, taking advantage of the principle of complementarity, taking into account synergies and growth, actively seeking quality targets, and achieving leap-forward development through integration.

Judging from the production capacity of Baiguang LED packaging company, an analyst of Guotai Junan believes that the company's production capacity is not large. At present, LED company's profit is not too high, and it may not be profitable until the end of next year, because LED companies are expanding this year and next year. The process of the channel is relatively expensive.