"China''s electronic components" 1025 "planning" was finally released, as the basis of electronic products, small electronic components is now an exhibition treasures. How the current status of the electronic components industry? Many of the electronics industry, with greater investment value in what areas? Many analysts are given the answer.
policy
The twelfth five year plan released
The electronic components of the twelfth five year plan has finally come out of time and again. Yesterday, the media said, according to the electronic element association released the "China electronic components" 1025 "planning", the next five years, China electronic components industry total sales revenue reached 1.88 trillion yuan, with an average annual growth rate of 10%. As of the end of 2010, the electronic components industry total sales revenue to 1.1 trillion yuan, to achieve the target of the next five years, new sales income of about 700 billion yuan, "1025" period about investment of 50 billion yuan, mainly concentrated in the areas of research and development and industrialization of new electronic components.
The plan includes an overall planning and 14 segments of the industry planning, covering 16 categories of products. The plan, by 2015, China''s electronic components industry total sales revenue reached 1 trillion and 880 billion yuan, accounting for revenue of China''s electronic information industry 20%. The total output of electronic components more than 2 trillion and 800 billion only, the average annual growth of 5.7%, 70% to meet domestic market demand, electronic components exports totaled US $86 billion, an average annual increase of 10%.
In addition, the plan explicitly listed in the next five years focus on the development of products and technology, including: meet a new generation of electronic equipment development needs of the new chip, miniaturization, integration, highly reliable electronic components products, meet the new transportation equipment manufacturing industry in supporting the demand for the high quality, the key electronic components; for energy-saving environmental protection equipment of electronic components and environmental protection type electronic components, is a new generation communication technology supporting electronic components, new energy and smart grid industry supporting electronic components, new materials for electronic components and equipment.
Although the "1025" planning the introduction of electronic components industry is good, but the plate yesterday affected the market fell, the overall poor performance. According to Eastern wealth network statistics, electronic components sector yesterday fell 1.50%, most stocks fell, except yesterday listed shares REFOND optoelectronics, Wei Li billion to 6.24% rise, gains the plate. In addition, Heer, Zhenghai magnets such as stocks rose also ranks before. Falling stocks, Xuguang shares has become the leader in the sector fell, a decrease of 8.78%, nearly 30 stocks fell more than 3%.
analysis
In the long-term good electronic components sector
Datong Securities chief investment adviser Hu Xiaohui believes that the electronics industry from the end of last year, the first half of this year, the overall industry significantly underperformed the index. The upstream and downstream from the point of view, the two quarter of this year appeared obvious down trend, the middle reaches of the industry despite an increase slightly, but the chain is also a downward trend. In this context, this year the overall electronic components industry have profit decline problem, this trend is likely to continue until the four quarter.
Looking to the future, Hu Xiaohui think, global due to inventory cycle near the end. At the same time, next year is London Olympic Games year, generally speaking, in this year the fourth quarter and the next year, the electronic components industry has gradually bottom out, from the recent orders steadily increase can be discerned. China''s "electronic components" 1025 "planning" came out, on the industry is undoubtedly a long-term positive.
Investment advisor investment bank analyst Wen Yuze believes that since the 90''s of last century, electronic component manufacturing industry has been the rapid development of industry has become an important basis for supporting the development of electronic information industry in china. At present, there are a large number of electronic components in China plate of small and medium-sized enterprises, market concentration degree is low, compared with developed countries, the technology is relatively backward, part of the core technology and products still need to import, and the key element nationalization degree is low. The electronic components "1025" planning "released will be driven investment industry intensifies, will promote the industry structural adjustment to accelerate through the cultivation of large enterprises, at the same time, through support for technology research and development, industry key technology and common technology research and development is expected to rise to a higher level, the industrial added value is expected to be significantly improved.
investment
The liquid crystal panel
Will become a major highlight of the industry
Hu Xiaohui believes that the LCD panel will gradually out of the doldrums, the future will become a major highlight of the electronic components industry. His analysis, fractionize demand from the point of view, the tablet has changed our life, is the integration of the cross product of personal entertainment devices, in a number of areas have formed a substitution effect, the tablet in the field of high-end mainstream products, occupy the dominant position, the downstream industry, profits are huge. Smartphone shipments increased rapidly, it also brings considerable orders. With the development of science and technology, electronic products update replacement at a rate of increase, but also for the fourth quarter began a new round of economic cycle of solid power.
From the listing Corporation, due to the strong rise of apple, GAOKE and other listing Corporation will continue to benefit leybold.
LED lighting
The market space will continue to open
In addition to the LCD panel, Hu Xiaohui believes that with the implementation of subsidies and demonstration, industrial planning released, LED lighting will open a larger market space.
Led the recovery period will be shortened gradually, from the production point of view, began last year to start the construction project gradually 28220000yuan, prices will show a gradual decline in the trend, but also for large area lighting Promotion Foundation