Zvemagetsi zvemotokari, izvo zvave kukura nekukurumidza mumakore achangopfuura, zvinogona kutarisana nematambudziko. Freescale, mutungamiriri wemusika wepasi rose mune mota semiconductors, akangoita 0.5% mukota yechipiri. Indasitiri yemagetsi inokonzeresa kuderera kwehupfumi, yakafunga kuti iyo indasitiri yepasi rose yemagetsi icharamba iri mumwaka wekunze-mwaka wakafukidzwa pasi.
Yakawandisa semiconductor inventories mumagetsi epasi rose ekupa cheni yakaramba yakakwira muhafu yekutanga. Sekureva kweiSuppli, semiconductor inventories yakawedzera mukota yekutanga, yakagara iri nguva inononoka yekutengesa, kusvika pamadhora mazana matanhatu emadhora, uye mazuva evashambadziri (DOI) aive angangoita mazuva makumi mana nemana, mazuva mana kubva pakupera kwa2007. muchikamu chechipiri zvakanga zvisina kuchinjwa kubva muchikamu chekutanga sezvo vatengesi vakagadzira zvinyorwa zvechikamu chechipiri chakasimba chegore. Nepo kudiwa kwepasi nekuda kwekuderera kwemamiriro ehupfumi kuri kunetseka, isu tinotenda kuti kuwanda kwezvinhu mumaketani ekutengesa kunogona kuderedza avhareji semiconductor kutengesa mitengo, zvichikonzera kudzikira kwemusika muhafu yechipiri yegore.
Mihoro yehafu yekutanga yemakambani akanyorwa yaive yakashata
Muhafu yekutanga yegore rino, makambani akanyorwa muchikamu chemagetsi echikamu akawana Mari yekushandisa ye25.976 bhiriyoni yuan, yakakwira 22.52% panguva imwecheteyo gore rapfuura, yakaderera pane yekukura kwemari yeese A-shares (29.82%). ; Net purofiti yakasvika 1.539 bhiriyoni yuan, yakakwira 44.78% gore pagore, yakakwira kupfuura 19.68% yekukura kwemusika weA-share. Nekudaro, kunze kweiyo liquid-crystal display sector, chikamu chezvemagetsi chikamu chemambure muhafu yekutanga yegore chaingova 888 miriyoni yuan, 18.83 muzana yakaderera pane gore rapfuura purofiti ye1.094 bhiriyoni yuan.
Hafu yegore yeelectronic plate net profit yadzikira zvakanyanya neiyo main business gross margin yakaderera. Gore rino, indasitiri yekugadzira mudzimba inowanzotarisana nezvinhu zvakawanda sekukwira kwemitengo yezvinhu zvakabikwa nezviwanikwa, kukwira kwemitengo yevashandi uye kukoshesa kweRMB. Icho chimiro chisingadzivisiki chekuti gross profit margin yemakambani emagetsi inodzikira. Pamusoro pezvo, mabhizinesi epamba ari pakati nepakati uye akaderera ekupedzisira kwepiramidhi tekinoroji, uye vanongovimba nemubhadharo wevashandi kuti vatore nzvimbo mumusika wepasirese; Pasi peiyo macro kumashure kweindasitiri yemagetsi yepasirese inopinda munguva yekukura, makwikwi eindasitiri ari kuwedzera kutyisa, mutengo wezvigadzirwa zvemagetsi waratidza kudzikira kwakanyanya, uye vagadziri vepamba havana kodzero yekutaura nezvemitengo.
Parizvino, indasitiri yemagetsi yeChina iri munguva yeshanduko yekuvandudza tekinoroji, uye gore rino nharaunda yakakura yemabhizinesi emagetsi eChina igore rakaoma. Kudzikira kwepasirese, kuderera kuri kuwedzera uye kuwedzera kweyuan kwaisa dzvinyiriro huru paindasitiri yezvemagetsi yenyika, iyo inoenderana ne67% pane zvinotengeswa kunze kwenyika. Nekuda kurwisa kukwira kwemitengo, hurumende yakaomesera hurongwa hwemari kuitira kuti hupfumi husanyanya kupisa uye kuderedza kuderedzwa kwemitero kune vanotengesera kunze. Mukuwedzera, mari yekushanda uye mari yevashandi ichiri kukwira, uye mitengo yezvokudya, peturu nemagetsi haina kumira kukwira. Ese marudzi ezvinhu ari pamusoro anoita kuti nzvimbo yepurofiti yemabhizimusi epamba emagetsi isangane nekudzvanya.
Plate valuation haina pundutso
Iyo yakazara P/E yekuyeresa nhanho yemagetsi zvikamu chikamu chakakwira kupfuura avhareji nhanho yemusika weA-share. Zvinoenderana nekuongororwa kwedata kubva kuChina Daily muna 2008, iyo yazvino simba remihoro yemusika weA share muna 2008 inguva 13.1, ukuwo electronic component plate iri 18.82 times, inova 50% yakakwirira kupfuura musika wese. Izvi zvinoratidzawo indasitiri yemagetsi yakanyorwa nemakambani mari inotarisirwa kudzikira, zvichiita kuti kukosha kwese kwendiro kuve pamwero wakawandisa.
Nekufamba kwenguva, kukosha kwekudyara kweA-share electronic stocks kuri mukuvandudzwa kwenzvimbo yeindasitiri uye pundutso inounzwa nekuvandudzwa kwezvigadzirwa zvemabhizinesi uye matekinoroji. Munguva pfupi, kana makambani emagetsi anogona kushandura purofiti, kiyi ndeyekuti musika wekutengesa kunze unogona kupora, uye kana mitengo yezvinhu uye zvimwe zvigadzirwa zvinodonha zvishoma nezvishoma kusvika padanho rinonzwisisika. Mutongo wedu ndewekuti indasitiri yezvigadzirwa zvemagetsi icharamba yakadzikira kusvika dambudziko reUS subprime rapera, hupfumi hweUS nedzimwe nyika dzakasimukira, kana zvikamu zvemagetsi zvevatengi kana zveInternet hazviburitse kudiwa kwezvikumbiro zvitsva zvinorema. Isu tinoenderera mberi nekuchengetedza "kurerekera kwazvakarerekera" chiyero chekudyara pachikamu chemagetsi ezvikamu, tichifunga kuti mamiriro akashata ebudiriro ekunze kwechikamu haaratidzi zviratidzo zvekuvandudza muchikamu chechina.
Nguva yekutumira: Jan-18-2021