Electronic components industry: the second half of 2017 firm optimistic about the semiconductor, consumer electronics concerned about the appearance of structural parts and smart home
發(fā)布時(shí)間：2017/11/15 16:39:56
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.
Periodic upward combined with industrial transfer, firm optimistic about China's semiconductor industry: the global semiconductor industry, whether from monthly sales data released by the SIA data, or equipment manufacturers from the upstream and downstream of the monthly figures for the purchase of equipment showed a cyclical uplink the trend of. Some industry associations and well-known market research institutes have recently raised their expectations of the growth of the global semiconductor market in 2017, showing the overall business cycle of the industry. Mainland China continues to enjoy the dividends brought about by industrial transfer. The large-scale domestic market provides domestic enterprises with sufficient import substitution growth potential. The support from the national and local government levels has helped to boost the rapid development of the industry, as well as domestic enterprises through endogenous extension Type of development has been an effective technology to enhance the strength are driven by China's semiconductor industry to enter the core areas of global competitiveness to enhance the driving force.
Consumer electronics concerned about the appearance of innovation, smart home is expected to wind: the consumer electronics industry chain in the smart phone shipments tend to be saturated under the premise of the stock market we are optimistic about the second half of the metal, glass, ceramic materials in the appearance of three pieces and Structural parts of the mutual game, functional aspects to meet the needs of 5G and wireless charging antenna cover is expected to rapidly improve the permeability of non-metallic materials, the appearance of the difference also makes the glass and ceramics have their own scenarios. In the field of non-mobile phones, the way of voice interaction is generally considered to be the most suitable man-machine interaction mode among Amazon, Google and Apple. The participation of major brand manufacturers also enables the industry to enter into the market from the introduction period Rapid growth period.
Investment advice: Our main investment recommendation for the semiconductor industry is mainly in the IC packaging and testing industry, the recommended targets include Tong Fu Microelectronics (002156), Hua Tian Technology (8.650, 0.26, 3.10%), (002185), IC design companies recommend the target for the Neusoft carrier (22.000, 0.15, 0.69%) (300,183). Intelligent terminal industry recommended Smartphone protective glass manufacturers Blue Systech (300.433), as well as the acoustic parts maker Gore shares (002241), Gohl Acoustics Neusoft carrier also has smart home related businesses. Other suggestions for the subject of the long-term power technology (19.030, 1.73, 10.00%) (600 584), the top technology (96.630,19.19,1.25%) (603,160), Fu Han Wei (208.270,11.29,5.70% All-Chi Technology Co., Ltd. (300458), Tricyclic Group (300408), Changying Precision (32.490, -2.08, -6.02%) (300115), Anjie Technology (40.550, -0.11, -0.27%) (002635) and so on.
Risk Warning: Macroeconomic Changes, Fluctuations in Exchange Rates and Political Factors, etc. Cycle Recovery of Semiconductor Industry Expected:
Government support model and the extension of the integration of the existence of uncertainty there is uncertainty in the supply and demand changes in the market competition in the industry chain price pressure; changes in the consumer market habits related to supply and demand chain risks; technological innovation and new product development for the traditional products and industrial chain Alternative risk.
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Periodic upward combined with industrial transfer, firm optimistic about China's semiconductor industry: the global semiconductor industry, whether from monthly sales data released by the SIA data, or equipment manufacturers from the upstream and downstream of the monthly figures for the purchase of equipment showed a cyclical uplink the trend of. Some industry associations and well-known market research institutes have recently raised their expectations of the growth of the global semiconductor market in 2017, showing the overall business cycle of the industry. Mainland China continues to enjoy the dividends brought about by industrial transfer. The large-scale domestic market provides domestic enterprises with sufficient import substitution growth potential. The support from the national and local government levels has helped to boost the rapid development of the industry, as well as domestic enterprises through endogenous extension Type of development has been an effective technology to enhance the strength are driven by China's semiconductor industry to enter the core areas of global competitiveness to enhance the driving force.
Consumer electronics concerned about the appearance of innovation, smart home is expected to wind: the consumer electronics industry chain in the smart phone shipments tend to be saturated under the premise of the stock market we are optimistic about the second half of the metal, glass, ceramic materials in the appearance of three pieces and Structural parts of the mutual game, functional aspects to meet the needs of 5G and wireless charging antenna cover is expected to rapidly improve the permeability of non-metallic materials, the appearance of the difference also makes the glass and ceramics have their own scenarios. In the field of non-mobile phones, the way of voice interaction is generally considered to be the most suitable man-machine interaction mode among Amazon, Google and Apple. The participation of major brand manufacturers also enables the industry to enter into the market from the introduction period Rapid growth period.
Investment advice: Our main investment recommendation for the semiconductor industry is mainly in the IC packaging and testing industry, the recommended targets include Tong Fu Microelectronics (002156), Hua Tian Technology (8.650, 0.26, 3.10%), (002185), IC design companies recommend the target for the Neusoft carrier (22.000, 0.15, 0.69%) (300,183). Intelligent terminal industry recommended Smartphone protective glass manufacturers Blue Systech (300.433), as well as the acoustic parts maker Gore shares (002241), Gohl Acoustics Neusoft carrier also has smart home related businesses. Other suggestions for the subject of the long-term power technology (19.030, 1.73, 10.00%) (600 584), the top technology (96.630,19.19,1.25%) (603,160), Fu Han Wei (208.270,11.29,5.70% All-Chi Technology Co., Ltd. (300458), Tricyclic Group (300408), Changying Precision (32.490, -2.08, -6.02%) (300115), Anjie Technology (40.550, -0.11, -0.27%) (002635) and so on.
Risk Warning: Macroeconomic Changes, Fluctuations in Exchange Rates and Political Factors, etc. Cycle Recovery of Semiconductor Industry Expected:
Government support model and the extension of the integration of the existence of uncertainty there is uncertainty in the supply and demand changes in the market competition in the industry chain price pressure; changes in the consumer market habits related to supply and demand chain risks; technological innovation and new product development for the traditional products and industrial chain Alternative risk.
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