Electronic Telecommunications: Room For Growth In The Broader Emerging Industries - Electronics And

2009 12 , benefit from the expected improvement in exports and the national industrial policy

, support, information equipment, information

Service , Electronic Components industry performance was stronger than the market. We believe that this area reflects the market's great concern about the development of new industries, and the other hand, the style of the current market reflects the internal conversion. With the advancement of relevant policies in 2010, electronic telecommunications industry is expected to maintain strong long-term trend in the A shares.

Exports will continue to improve or

2009 1 -12 months, the electronic components industry in total exports of automatic data processing equipment 122.36 billion U.S. dollars, down 9.38% year on year total, 13.21% in November compared with a lesser decline. IC exports total 56.6 billion, accumulated over the previous year to reach 16.77% increase over the previous 11 months increased by 6.2 percentage points. Enhancement of exports to total exports has also achieved substantial growth. November 2009, the domestic component exports 3.837 billion U.S. dollars, up 2.09%, for the first time a single month growth. Ring than the 3.48% return to growth, in January 2009 -11 months, electronic components exports 35.352 billion U.S. dollars, down 21.05%, a decline month over in January -10 narrowed 3.44 percentage points.

In Communicate Industry, in November 2009, micro-computer when the monthly production to 21,313,300 units, up 63.74 percent, reaching a new high. Program-controlled switches, the output reached 3.4402 million units, an increase of -13.14%, 14.24% the previous month reduced.

The above data show that the production of electronic communications industry in rapid recovery. We believe that one important reason is the economy better from the outside. U.S. retail stocks make up the process of accelerating, the consumption power of emerging market countries, the rapid rise, in large part to stimulate the export-oriented production of electronic communications companies. In the absence of major external shocks, we believe that the world economy continues upward trend is strong, this will give the emerging electronic communications industries to provide a more favorable development.

Policy supportWill open up space

1 13, the State Department held a meeting, decided to accelerate the telecommunications network, radio

TV Network and Internet triple play and made a goal of promoting the triple play of the stage. We believe that the triple play to bring the beneficiaries, including telecom operators, broadcast and communications equipment manufacturers, the impact on radio and TV operators is the integration of radio and television networks. The reduction in telecom rates, 3G business promotion, preferential tax policies and so will promote the rapid expansion of electronic communications industry. Along with the strengthening of restrictions on the trade surplus this year, there will be many new industries to become the new darling of bank credit, the funding sources are also more abundant than in the past.

But for now, industry and market wheeled hot pursuit, making the current information equipment, information services and electronic components rose significantly, high prices make the three plates was significantly higher than the historical average price-earnings ratio. As of the end of 2009, according to the overall method calculation, the three industry PE were 48.66 times, 51.79 times and 59.73 times, whether horizontal or vertical ratio, did not have the obvious advantage. We recommend that a higher proportion of export interest, an increase of more certainty in the company, such as Wisesoft, three safety photoelectric and brilliant technology.

by:gaga

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