In the first half of the year, the leading market of White Horse shares indicates that the investment style of the market is biased in value and is expected to continue in the second half: The strong trend of the electronic components industry index in the first half of 2017 is mainly driven by the large market value of Baima Stock Driven from the quarterly data and the industry chain , The continued improvement in the operating results of White Bulls as well as the safety marginal effect of the valuation are the main reasons for the rise in the first half of the year. We think the relatively low market risk appetite reflected by such quotations will still be the market's basic attitude in the second half of the year.
模具是工業(yè)之母，現(xiàn)在的產(chǎn)品絕大部分都用模具生產(chǎn)的，唯有用模具才能使產(chǎn)品達(dá)到量產(chǎn)，提高效率，降低成本。也有極個(gè)別的手版或是標(biāo)榜手工的產(chǎn)品才不用或是少用模具?，F(xiàn)代已是高速工業(yè)化的世界，是沒有辦法離開模具的。
上半年白馬股引領(lǐng)的行情預(yù)示市場(chǎng)投資風(fēng)格偏向價(jià)值,下半年有望延續(xù):2017年上半年電子元器件行業(yè)指數(shù)強(qiáng)勁的走勢(shì)主要來(lái)自于大市值的白馬股的推動(dòng)從一季報(bào)的數(shù)據(jù)以及產(chǎn)業(yè)鏈了解的情況看,白馬股在經(jīng)營(yíng)業(yè)績(jī)方面的持續(xù)改善,以及在估值方面具備的安全邊際效應(yīng)是上半年上漲的主要原因。我們認(rèn)為這種行情所反應(yīng)的市場(chǎng)整體相對(duì)較低的風(fēng)險(xiǎn)偏好度仍然將會(huì)是下半年市場(chǎng)的基本態(tài)度。