Recent A-share market centers around the main capital stock in the bank as its main theme on behalf of renminbi appreciation, as well as representatives of the owners of coal oil to the valuation effect of second-line blue chip main line depression layout. However, careful investors are found, has not fully valued by the market shares of electronic components and even recently appeared higher heavy volume transactions that features daily limit of, say, a week long power technology, Hengdian East AIDS, Farah and electronics, and the Class 2 stocks again this week ever in heavy volume, institutional funds involved in the more obvious features. At the same time,, mid, east and Technology, Central shares of stocks yesterday, there are fairly good trend. This trend will reflect some institutional money another way, the electronic components segment looking for new investment opportunities.
Strong industry growth expected
From the relevant data, the electronic components industry since the 2005 fourth quarter results generated growth inflection point, has been running in the steady growth stage performance. Statistics show that in 2007 1-4 months, global semiconductor sales to 79.032 billion U.S. dollars, an increase of 3.69%. However, as the emerging electronic components industry, growth pole, while China has made in the first half of the double-digit growth, the data from the Ministry of Information Industry show that in 2007 first half income of China's electronic information industry reached 2.17516 trillion yuan, up 18.2%.
At the same time, the electronic information industry fixed asset investment accelerates. Ministry of Information Industry announced the "electronic and information industry investment in fixed assets," the report shows the first half of this year, China's electronic information industry in total fixed asset investment of 114.44 billion yuan, up 34.4%, increase compared with January-February increased by 14.3 percentage points ; from January to June, China's electronic information industry, new fixed assets, 37.77 billion yuan, up 54.2%, increase compared with January-May to continue to increase 14.4 percent. The data also shows that the stimulation of growth in the industry, electronic components manufacturer gradually increased investment in fixed assets, which is conducive to China's electronic information industry continues to grow.
The growth of industry in the relevant semi-annual report of listed companies to get support. For example, Farah E rose 20.28 percent net profit, net profit rose Microelectronics China 20.92%. Promotion of digital TV industry to benefit from the speed upgrade, Coship's main business revenue grew by 54.54%, net profit is greatly increased 117.32 percent.
Highlights are the new frequency
sensitive, although the growth of electronic information industry will be enough attention, but what is the power to find traction with the growth of electronic information industry is still important, as it relates to electronic information industry industry growth continued efforts of sensitive issues.
View of the current information, I believe that so two forces pulling the growth of electronic information industry:
First, export growth. As part of the electronic information industry breakdown of industry, the technology has matured, the product's competitive labor costs will be competitive, so, and household appliances, textile and other industrial development path similar to the export of electronic information products has become a distraction Electronics important engine for growth in the information industry. Ministry of Information Industry released figures show, the first half of China's electronic information product exports 198.11 billion U.S. dollars, accounting for 36.2% of foreign trade exports, the country's export growth in the contribution rate of 33.4%. It is evident from the export of electronic products export not only become a major force in the development of the electronics industry is also drawing the main force. This reflects the global electronic information industry trend to transfer to China, especially the Pearl River Delta, Yangtze River Delta is the world's electronic information products processing, manufacturing base.
Second, the new bright spot in the power industry with the growth of electronic information industry. For example, our current 3G, digital TV industry to promote, the formation of the electronic information industry, new growth engine of power. Another example, the new hot spot in the current consumer driven, the touch screen products to achieve the scale of explosive growth. I am an expert from China B2B Market, usually analyzes all kind of industries situation, such as 5.1 channel dvd player , denon hd dvd player.
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