Component stocks twists and turns hopes to grow electronic field

Since the beginning of this year, after escaping from the negative impact brought about by the economic crisis last year, all electronic fields have begun to rise. This has driven the electronic components industry to rise. It has finally begun to turn red, and the market is optimistic about the future development of the electronic components industry. However, the outlook was not long. This week, the electronic components stocks changed from red to green again. Funds changed from inflows to outflows. Outflows amounted to RMB 12 million.

This week, the world’s major electronics industry indices have changed and turned upside down, with the A shares’ electronic components index rising by about 0.97%, the Taiwan’s electronic components index rising by 2.60%, and the Philadelphia Semiconductor Index falling by 0.81%. The Nasdaq index has fallen. 0.01%, Hang Seng Information Technology Industry Index fell 0.01%. According to industry sources, the industry must adhere to the two major growth areas of mobile Internet terminals and LED.

Although the current electronic components industry is still in an unstable state, with the issuance of the “Twelfth Five-Year” development plan for the integrated circuit industry of the Ministry of Industry and Information Technology of China, the future IC will have an average annual growth rate of 18%, highlighting the nation’s integrated circuit industry. With high expectations, related support policies in the future will continue.

In addition, at this week’s World Mobile Communications Conference in Barcelona, ​​quad-core mobile phones launched by Huawei, ZTE, Samsung, HTC, LG, etc. appear on the market, heralding the future market will enter the quad-core era, and due to its relative requirements for hardware configuration. Higher, so the future is likely to affect the upgrading of the hardware boom.

At the same time, under the impetus of the national policy, there are LED lighting markets that were in trouble before. The increasingly strong market demand will drive the rapid growth of the domestic LED industry. It is expected that the growth rate of the LED lighting industry application output will reach more than 25% in the next three years. And with the official listing of Apple's new ipad, LTE 4G network will become the mainstream of the future market, driving the A5X chip market demand. Driven by various favorable factors, although the share value of the electronic components industry is twisted and twisted, it can still be expected to boost growth in the electronics industry.