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 yakakwira mukota yekutanga, yakagara iri nguva inononoka yekutengesa, kusvika pamadhora mazana matanhatu emadhora, uye mazuva evashambadziri (DOI) aive angangoita mazuva makumi mana nemana, kukwira nemazuva mana kubva pakupera kwa2007. Yakawandisa inventories. 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 yekutengesa 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, tisingabatanidzi iyo 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 pemamiriro ekunze eindasitiri yemagetsi epasi rose inopinda munguva yekukura, kukwikwidza kweindasitiri kuri kuwedzera kutyisa, mutengo wezvigadzirwa zvemagetsi waratidza kudzikira kwakanyanya, uye vagadziri vepamba vanoshaya kodzero yekutaura nezvemitengo.
Parizvino, indasitiri yemagetsi yeChina iri munguva yekushandura yekuvandudza tekinoroji, uye gore rino nharaunda yakakura yemabhizinesi emagetsi eChina igore rakaoma.Kudzikira kwepasirese, kuderera kuri kuita kudiwa uye kukwira kweyuan kwaisa dzvinyiriro huru paindasitiri yezvemagetsi yenyika, iyo inoenderana ne67% pane zvinotengeswa kunze kwenyika.Kurwisa kukwira kwemitengo, hurumende yakawomesa mutemo wezvemari kuitira kuti hupfumi husanyanya kupisa uye kuderedza kuderedzwa kwemitero kune vanotenga kunze kwenyika.Mukuwedzera, mari yekushanda uye mari yevashandi ichiri kukwira, uye mitengo yezvokudya, peturu nemagetsi haina kumira kukwira.Ese marudzi ezvinhu ari pamusoro anoita purofiti nzvimbo yemabhizimusi emagetsi epamba inosangana nekusvinwa kwakakomba.
Plate valuation haina pundutso
Iyo yakazara P/E yekuyeresa nhanho yechikamu chemagetsi echikamu 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 kudarika musika wese.Izvi zvinoratidzawo indasitiri yemagetsi yakanyorwa nemakambani mihoro inotarisirwa kudzikira, zvichiita kuti kukosha kwese kwendiro kuve kwakanyanyisa kuwanda.
Mukufamba 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 yakadzikama 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 echikamu, tichifunga kuti mamiriro akashata ebudiriro ekunze kwechikamu haaratidzi zviratidzo zvekuvandudza muchikamu chechina.
Nguva yekutumira: Jan-18-2021