Frbiz Reports 2010 Market Analysis Electronic Components Industry
March to April, the electronic components industry goes far beyond the expected economic recovery
, a substantial increase in the valuation of the industry, from the recently released results of a quarterly report, we can see the electronic components industry increased almost become the main force in pre- . According to WIND Information Statistics, Korea acoustic songs, Farah e (600 563), Crystal Optical (002 273), Hong Keung e (002 119), Guangzhou, China Light (002 045), Zhejiang Sunshine (600,261) and expand the state shares (002,139) net profit, etc. are expected to increase over 100%, fully revealed in the first quarter of this year, how will the performance only electronic technology stocks have held up quite well. We think: To support such high valuations, electronic components industry, the cyclical sub-sector must be significantly improved profitability, the growth of the industry must have a more clear temper high growth.
Policy support
For the electronic components is becoming more active, according to analysis results of which there are two factors:
First, policy support factors. The early boom industries, the domestic electronics industry is facing great opportunities for development: global end-market demand, economic recovery, promote enterprises to increase IT spending, PC and mobile phone upgrade, 3D video and e-books have sprung up everywhere. Both stimulating consumer electronics industry, but also needs to upgrade its industrial structure, the warming in the business environment and adjust the structure of domestic consumption and promote the role of macroeconomic policy environment, we believe that the domestic electronics industry is facing great opportunities for development, will celebrate a new round of development.
As we all know, in the electronic information industry in 2009 and 2010 revitalization plan occasion of two, represents the electronic components because of factors such as national technical strength is watched closely by industry once again active in revitalizing the program theme. Semiconductor orders increased significantly, to leading semiconductor foundry Taiwan Semiconductor Manufacturing Company, for example, its experience has been continuous since last November after falling four months of the chain, since March, on revenue of rapid chain reaction.
Traction industry recovery
Second, the recovery of the traction industry. It is undeniable that as the global economic recovery, semiconductor, TFT-LCD, PCB and other major industry has grown well. End the current strong demand for the electronics industry, the export situation has improved, according to the cyclical laws of the electronics industry, electronics industry is expected in the next few years will show continued growth.
"In the first half of this is the electronics industry, the traditional low season, but a quarter had preached the peak season demand in sight." Analysis, the electronics industry boom will continue throughout the year. Valuation, the electronic section of the main white horse shares the dynamic price-earnings ratio has not yet reached the 2010 level of 30 times, the overall valuation is still healthy plate. With the high boom industry, the market will also improve the performance of e-plate full year expectations. Boom in the industry, high operational and policy to stimulate the role of two factors, the e-plate record high in Q2 more likely.
Meanwhile, bringing home appliances, car sales are also expected to boost consumer electronics, electronic components industry, which gives strong potential for rapid growth expected. If we take into account the policy support, training and other new products, market factors, coupled with the recent rebound in panel prices to gradually is the best description.
The most obvious product benefits
This means that electronic components are facing a certain amount of development opportunity, not only is the industry's recovery has continued growth momentum is expected, but also have industrial policy is the subject of the catalyst support, more funding is now separate ways in Qing Li find new led the vanguard.
The development in the future, a: panel industry are typical of high-tech, high capital of Chan Ye, Yejitanxing great, Zai revive the industry, then, performance on Youwangxunsu jump up high, ?? is on direct beneficiaries in the recent industrial policy to support the products. Second: has the core technology advantages of electronic components, such as long-Electronic Technology, China microelectronics, Silan, whose competitive advantage comes from the long-term industry brought about by the excellent quality.
by:heiyou
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