电子行业点评报告：LED板块盈利下滑高端产品供需两旺

中国银河证券股...11-05

事件：工ED公司三季报业绩均已发布，三安光电、木林森、聚飞光电、利业德、聚灿光电等30家核心LED公司2024年前三季度实现总营收682亿元，同比增长3.5%；实现总归母净利润13.2亿元，同比减少2.9%。板块整体营收维持增长，盈利水平环比下滑：从LED行业公司2024前三李度的表现来看，绝大部分LED公司均实现营业收人同比正增长。其中，华灿光电、隆利科技、宝明料技、聚飞光电等营收同比增幅较大。...

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电子行业点评报告：LED板块盈利下滑 高端产品供需两旺

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电子行业点评报告：LED板块盈利下滑高端产品供需两旺