Electronic components stocks rose sharply in spring

Compared with the same period in the past week, this week, the trading volume of electronic components has suddenly increased by 74.51%, of which the LED industry is gradually recovering. In particular, domestic channels are actively expanding. The recent production capacity is likely to reach full capacity; consumer electronics will benefit from the new The IPad and Ultrabook have been listed and promoted obviously. The value of each shipment and single product has been greatly improved. In addition, the appearance of mobile electronic products tends to be metalized, and the market demand for smart phones has seen an explosive growth. The local middle and low-end smart machine market is rapidly increasing. In the growth phase, mobile phones and tablet PCs are about to enter the mass production phase. The entire 2012 consumer electronics business will grow at a high speed, driving the related component industries to increase rapidly.

In 2011, due to the continuous occurrence of various natural disasters and man-made disasters, the global electronics industry was in a state of malaise. With the economic recovery and the stable production environment of electronic components in various countries, the industry’s investment enthusiasm is gradually being restored, and the prospects for many components and components industries are extremely high. Be optimistic.

The hard disk industry hit by floods in Thailand began to improve. In addition to benefiting from the continuous growth of Apple's orders, the EMS companies in the notebook and notebook industry also solved the shortage of hard disks, and the supply bottleneck opened. In the second half of the year, Ultra-Win promoted Next, it is worth looking forward to the recovery of hard disk market demand this year.

After the Spring Festival, the electronic industry boomed and the market was about to gradually recover. The electronic components stock index rebounded rapidly, and the valuation level was gradually restored. In particular, the low valuation period stocks performed extremely well. In February 2012, the relative earnings of the electronics industry It was 5.5% and the cumulative excess return was 0.2%. In February, the electronic sector gained as much as 14.9%, and the cumulative increase since 2012 was 12.3%.

With the overall environment tending to be stable, the recovery of the overall electronic industry economy and the bottoming out of electronic components stocks have become inevitable. In the future, the electronic components industry will show a rising trend.

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