LED packaging and photovoltaic research strategy shuffle end, industry reversed

The downward phase of the economic cycle, some industry experience complete industry reshuffle, mighty wave crashing on a sandy shore, the pattern has been set, leading the company talent shows itself. Definition of the industry reshuffle is a completely, after several years of investment too fast; two is in recent years the price decline is very obvious, the price of the chain continued to decline; three is the industry's big companies restructuring or bankruptcy liquidation; four is the leading companies market share continue to improve. We chose the LED package and the photovoltaic industry, the follow-up will further supplement, active interest in the proposed LED packaging industry leader and Linsen photovoltaic industry leader Lungi shares.

1, the economic down cycle, industry reshuffle intensified. The performance of this round of the cycle is about 2010-2012 years to accelerate investment in production capacity, especially in manufacturing investment, the growth rate remained at 20%-30% for three consecutive years, will undoubtedly increase the huge capacity. 2012-2015 prices continued to decline, has been 4 years, some of the industry to complete a thorough reshuffle, in the context of macroeconomic stability in the background, some industries have reversed.

2, reverse industry 1:LED packaging industry. Due to the encapsulation of LED low barriers to entry, the scale of investment in more than 20 million, in the early development of the industry has attracted a lot of capital to enter, the packaging industry to form a small and scattered pattern, more than and 10 years ago the industry basically presents the warlords hegemony pattern, 14, 15 years LED package prices fell 30%, of which 14 years 15 years, down 30%-50%, in this context, the large-scale enterprises bankruptcy restructuring, mergers and acquisitions industry increased significantly, large merger cases increased significantly, the amount of billions of M & A case number reached 39, accounting for 73.6%.

3, LED package leading companies: rawlinson. From the packaging capacity, M.L.S. was 360 billion 2015, nationstar 48 billion, honglitronic 15 billion, Linsen the advantage of no shake. Follow the core aspect: first, given the continued expansion of LED packaging capacity; two is the layout of the downstream lighting field; the three is the presence of overseas mergers and acquisitions is expected, the international brand OSRAM is the subject of possible.

4, reverse industry 2: pv. Due to the photovoltaic industry chain, cell and module production funds required for low threshold, lack of technical barriers, short construction period, in the case of a surge of foreign demand has attracted a lot of capital into, formed a small and scattered pattern. Domestic silicon prices began to fall in 2011, are still hovering at the bottom of the process, from the beginning of 2014, the PV industry chain industry concentration began to increase, in 2014 before the ten polysilicon production accounted for more than 91%, the top five accounted for ratio reached 77%.

5, photovoltaic leading enterprises: Lungi shares. The company There is nothing comparable to this cost advantage, the first application of power cost low on the other hand, the improvement in the automation equipment, large scale and pulling process. Follow the core aspect: first, the company actively layout of the middle and lower reaches of the industrial chain, focusing on the development of solar power components and business development business, and began the layout of distributed PV business. Two is a steady flow of orders, to ensure the sustainability of its performance.

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