????�???� LED???�???�(2)

�????????????LED????????????????????????????????????????????????????????

LED??????

�??????????????LED????????????????????�?????????????????????????????????????????????????LED???

???????????????????????LED?????�???�?

????????????????????????????????LED?????????????????????????????????LED??????????????????

2009??LED????????????????0.8%???????????

2010?5?????????????????????????10%?????LED?????????????????LED????????????LED????????????LED??????????LED?????????????

?????????????LED???????LED??????????????LED??OEM?????OEM???????????????????????????????????????????LED?????????????

??2011??LED??????????????????????????????????????????LED?????3??????????????????6???LED???????100????600????????LED???LED?????????LED?????LED?????LED????????????LED???????

?????????LED?????????????????????

???????????????????????LED???�??�?????????

2011?????????????????5.9????????25%??????8650????????21%????LED????????307????????61%???????????????????????????????????LED?????

2012?1?11????????????????LED??????????(300241.SZ)?????????????LED???????LED?????????????????????????????LED??????????????

?????????????????????????LED???????????????LED???????????????????????????????LED???????????

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