Guojin Securities assigns a buy rating to Lehman Optoelectronics

Sinolink Securities issued a research report on July 26, saying that it gave Lehman Optoelectronics (300162.SZ, * latest price: 9.16 yuan) a buy rating. The main reasons for the rating include: 1) Established LED display & packaging companies have strengthened technology research and development, internal management, business expansion, and actively improved profitability; 2) 8K+5G has brought new opportunities, and the demand for small-pitch LEDs has ushered in a new round of rapid growth; 3) Ledman has deeply cultivated COB packaging technology and ushered in new opportunities for Mini/Micro LED development. Risk warning: the risk of Mini/Micro LED promotion not meeting expectations; the risk of demand being lower than expected due to repeated global epidemics; the risk of rising raw material prices leading to an increase in the company's operating costs; the risk of lifting restricted stocks.