The electronics industry has performed for a week. The broader Shanghai-Shenzhen 300 index fell 2.36% this week, and the electronic components (Shenwan first level) index fell 2.63%, underperforming the broader market 0.27 percentage points. As of September 23, the valuation of all A shares after the negative TTM value was 14.25 times, the value of the TTM after the electronics industry excluding negative values ​​was 39.73 times, the valuation was further decreased compared to last week, the entire valuation is basically Return to the historical moving average. The premium rate for all A shares in the electronics industry is 279%, and the valuation premium rate is still at a historical high. Maintain neutral industry judgment.
Huaqiangbei electronic market price week index. The electronic composite index [1880.07-0.99%] has been declining for eight consecutive quarters. This was the traditional peak season for the electronics industry in the third quarter. The market demand has gradually slowed down and the market has continued to slump. This week, the Huaqiangbei Electronic Market Composite Index reported 97.56 points, down by 0.25 percentage points, or by 0.26%.
Industry global performance. Last week (September 19 - September 23) the world's major capital markets, Philadelphia Semiconductor Index SOX closed at 359.95 points, a drop of 5.75%. The Taiwan Science and Technology Index TWIT closed at 5,437.49 points, a decrease of 6.18%. Hang Seng Information Technology Industry Index HSITSI closed at 1,955.76 points, a decrease of 9.89%.
LED investment is overheated upstream and downstream demand is slow. According to the inspection data of the GLII, as of May this year, the number of newly added sapphire substrates in China reached 12 in 2011, and the planned total investment amounted to 19.62 billion yuan. In sharp contrast to this, since this year's market prices have been declining, the upstream investment may be overheated.
Gartner recently revised its 2011 semiconductor sales estimate from 5.1% to -0.1%. Taiwan’s ITRI said that Taiwan’s semiconductor output fell 5.1% year-on-year in the first half of the year. Smart terminals represented by tablets and smart phones continue to enjoy a good momentum of growth. The IDC report shows that global tablet shipments in the second quarter increased by 304% year-on-year.
Huaqiangbei electronic market price week index. The electronic composite index [1880.07-0.99%] has been declining for eight consecutive quarters. This was the traditional peak season for the electronics industry in the third quarter. The market demand has gradually slowed down and the market has continued to slump. This week, the Huaqiangbei Electronic Market Composite Index reported 97.56 points, down by 0.25 percentage points, or by 0.26%.
Industry global performance. Last week (September 19 - September 23) the world's major capital markets, Philadelphia Semiconductor Index SOX closed at 359.95 points, a drop of 5.75%. The Taiwan Science and Technology Index TWIT closed at 5,437.49 points, a decrease of 6.18%. Hang Seng Information Technology Industry Index HSITSI closed at 1,955.76 points, a decrease of 9.89%.
LED investment is overheated upstream and downstream demand is slow. According to the inspection data of the GLII, as of May this year, the number of newly added sapphire substrates in China reached 12 in 2011, and the planned total investment amounted to 19.62 billion yuan. In sharp contrast to this, since this year's market prices have been declining, the upstream investment may be overheated.
Gartner recently revised its 2011 semiconductor sales estimate from 5.1% to -0.1%. Taiwan’s ITRI said that Taiwan’s semiconductor output fell 5.1% year-on-year in the first half of the year. Smart terminals represented by tablets and smart phones continue to enjoy a good momentum of growth. The IDC report shows that global tablet shipments in the second quarter increased by 304% year-on-year.
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