Tape the first quarter of an adjustment phase, the electronic blocks rose up by 11.1%, the highest in the forefront of the industry and policy to stimulate the economy running high under the action of two factors, is expected to electronic blocks in the two quarters will continue to rise out of market;
In individual stocks, the "Red Week - Institutional internal reference" promising new field of electronics stocks, including three security LED optoelectronic industry [45.89-1.04%], Silan [15.081.48%], BDO Runda [20.97 -1.08%], Union Optical [11.72-1.92%], touch screen industry LEYBOLD Tech [28.80-1.03%], ultrasonic electronic [13.65-0.36%], East China Science and Technology [9.270.54%], e-paper industry The Datang Telecom [19.210.05%], Hanwang Technology [119.011.41%], 3D display industry Fosugufen [12.29-1.52%], OLED industry, mid-A [7.901.15% ], Sichuan Changhong [7.164.37%], Rainbow shares [14.860.13%] so.
Recovery of the electronics industry as a whole clearly
Semiconductor is the main part of the electronics industry, electronic industry benchmark. Since bottoming out in February 2009, global semiconductor sales rise month on month, the chain is only slightly by 1.24% in December; January 2010 global semiconductor sales surge 47.2% year on year, growth of 0.3%, reflecting the demand side of the semiconductor industry is increasingly to stability. Expand domestic demand because the state has adopted a series of policies introduced 3G, measures such as home appliances to the countryside and TM to strong increases in domestic market growth. In 2009, China's electronic information manufacturing industry over the scale of the domestic output value of 2.1 trillion yuan, up 15.8%, while the export delivery value of 2.89 trillion yuan, down 5.6%, exports fell significantly.
This year from January to February, based on our computer and electronics exports have been strong signs of recovery emerged, computers, electronic components, electronic devices and electronic materials, respectively year on year export growth of 38.5%, 50.1%, 84.4% and 51.8%, is expected to begin in March Customs import and export trade will continue to increase substantially beginning of the chain is also stable growth trend.
Global end markets remain strong this year, encourage enterprises to strengthen the economic recovery of IT spending, PC and mobile phone upgrade, 3D video and e-books have sprung up everywhere, with warming of the business environment and promote domestic consumption structure and macro-adjustment policy environment to promote the domestic electronics industry faced with great opportunities for development, industry boom will continue through the year 2010. As the electronics industry chain is longer, finer division of labor, proposes a focus on individual stocks upstream industry chain, including silicon stock research [13.68-0.51%], the Central share [12.601.29%], Chinese microelectronics [9.810.72%] .
Stimulate a stronger set of emerging field of electronic micro-Net - For semiconductor dynamic, fast on the old dark and quiet it u!]) $ Eo X y% u
Electronics shares a strong first quarter performance as being subject to rapid recovery of the affected sectors of the economy, the more to be with the electronics industry the expansion of new applications, for the relevant sub-sectors provide a new market, and emerging areas such benefit industries and individual stocks is the "Red Week - Institutional internal reference" The proposed focus on the goal.
The first quarter of 2010 among the electronics industry rose the second plate (market capitalization weighted average unit:%)
New areas of application of electronic technology the new market recovery
LED will enter the high growth phase
In recent years, LED backlight source is mobile phone and other small and medium size application acceleration to the NB, monitor, TV, etc. Large size application penetration, especially the rapid development of LED LCD TV, will be driving the rapid development of LED industry.
Another LED billboards, the popularity of the urban landscape lighting, especially the "10 City 10 000" demonstration projects and other government support of LED general lighting market opening, will further accelerate the LED industry. According to LEDinsides data, in 2009 the global LED industry revenues will more than 15 billion U.S. dollars, the next three years will maintain an average annual compound growth rate of more than 20%, by 2012 more than 25 billion U.S. dollars. With the rapid advancement of LED technology and cost reduction, LED application market in the next decade into the era of high growth. Concerns and recommendations related to the three security LED photoelectric products, Silan, BDO Runda, Union Optical.
Application of touch screen to speed up penetration
Current mobile phones, portable navigation devices (PND) and the game is a touch panel three applications. Among them, the phone is the most important applications, in 2008 the total mobile phone shipments of touch panels to 47%. With the Apple iPhone touch-screen phone extension, iPad Touch screen computers and Microsoft Windows7 available support on the touch function, marking the touch-screen applications into the rapid growth phase. Touch screen applications currently in the market penetration is still relatively low, future growth is vast. It is predicted that in 2009 the global touch panel industry revenue will reach 3.8 billion U.S. dollars, is expected to remain the industry 2010-2013 compound annual growth rate of 18% in 2012 revenue will reach 7.4 billion U.S. dollars. Stock may touch screen involved in the industry concerned LEYBOLD Tech, Ultrasound Electronics, East China Science and Technology.
Widely used in electronic paper
Electronic paper is completely different LCD panel display technology, the advantage is energy saving, eye protection, suitable for text reading. Electronic paper applications include e-books, electronic textbooks, electronic news, electronic magazines, cell phones, electronic pricing system, public places, signs, credit card display. With environmental consciousness and convenient utility features deeply rooted among the rapid increase in demand for electronic paper. Recommendations focus mainly produces electronic Datang Telecom, Hanwang Technology.
3D display will become the hot market
3D film "Avatar," the great success and the 3D display technology, a mark for themselves in 2010, CES has sparked the concern of 3D display technology. With the 3D display technology are concerned about hot spots, most of the terminal display manufacturers have introduced products. Desktop 2009, 3D-Ready LCD is around 4 million units shipped, expected growth in the year 2018 to 1000 million units. 2009 3D notebook PC shipments of 6.6 million units during 2018 is expected to grow to 17.7 million units. 3D display industry in relation to listed companies proposed to focus Fosugufen
Unlimited OLED market
OLED is "organic light-emitting displays," and the traditional liquid crystal display technology (LCD) display in different ways, OLED without the backlight, using a very thin coating of organic material, when a current is passed, these organic materials will be self-luminous body, each a OLED display unit can be controlled to produce three different colors of light, OLED is seen as alternative to LCD and PDP's is the third generation "Dream Show" technology. The current global OLED industry is still in its infancy, while domestic OLED industry and South Korea, Japan and China Taiwan's development gap to less than LCD and plasma technology. Current OLED industry, mid-listed companies involved in A, Sichuan Changhong, Rainbow shares may remain concerned about. I am a professional writer from China Bags Wholesale, which contains a great deal of information about arrangement christmas flower , silk orchid arrangements, welcome to visit!
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