Imishini kagesi yezimoto, ebikhula ngokushesha eminyakeni yamuva nje, ingase ibhekane nezinselele.I-Freescale, umholi wemakethe yomhlaba wonke kuma-semiconductors ezimoto, ikhule ngo-0.5% kwikota yesibili.Ukuwohloka komnotho okulandelanayo kwe-elekthronikhi, kunqume ukuthi yonke imboni ye-elekthronikhi yomhlaba wonke isazoba semafini angaphandle kwesizini embozwe ngaphansi.
Ukufakwa kwe-semiconductor okweqile ochungechungeni lokunikezela ngezinto zikagesi emhlabeni wonke kuhlale kuphezulu engxenyeni yokuqala.Ngokuvumelana ne i-iSuppli, ukufakwa kwe-semiconductor kukhule ngekota yokuqala, ngokwesiko isizini yokuthengisa ehamba kancane, yafinyelela phezulu kumadola ayizigidi eziyizinkulungwane eziyisithupha, futhi izinsuku zabahlinzeki bempahla (DOI) zazicishe zibe yizinsuku ezingama-44, zenyuke ngezinsuku ezine kusukela ekupheleni kuka-2007. engxenyeni yesibili empeleni ayizange ishintshwe kusukela kweyokuqala njengoba abahlinzeki bempahla bakhe uhlu lwempahla yengxenye yesibili eqinile uma kuqhathaniswa nonyaka.Nakuba isidingo esiphansi somfula ngenxa yokuwohloka kwesimo somnotho sikhathaza, sikholelwa ukuthi inani elithe xaxa lempahla ochungechungeni lokuhlinzeka lingase licindezele amanani entengo yokuthengisa ama-semiconductor, okunomthelela ekuwohlokeni kwemakethe engxenyeni yesibili yonyaka.
Iholo lengxenye yokuqala yezinkampani ezisohlwini ibimpofu
Engxenyeni yokuqala yalo nyaka, izinkampani ezisohlwini emkhakheni wezingxenye ze-elekthronikhi zithole Isamba semali engenayo yokusebenza engu-25.976 billion yuan, ikhuphuke ngo-22.52% esikhathini esifanayo ngonyaka odlule, iphansi kunezinga lokukhula kwemali engenayo yawo wonke amasheya A (29.82%). ;Inzuzo yonke ifinyelele ku-1.539 billion we-yuan, ikhuphuke ngo-44.78% unyaka nonyaka, iphezulu kunezinga lokukhula elingu-19.68% lemakethe ye-A-share.Kodwa-ke, ngaphandle komkhakha we-liquid-crystal display, inzuzo yomkhakha wezogesi engxenyeni yokuqala yonyaka yayingamayuan ayizigidi ezingu-888 kuphela, amaphesenti angu-18.83 aphansi kunenzuzo yonke yangonyaka odlule ye-yuan eyizigidi eziyizinkulungwane ezingu-1.094.
Ingxenye yonyaka yokwehla kwenzuzo yepuleti le-elekthronikhi ibangelwa ukwehla okukhulu kwe-gross yebhizinisi eliyinhloko.Kulo nyaka, imboni yokukhiqiza yasekhaya ngokuvamile ibhekene nezici eziningi ezifana nokukhuphuka kwamanani ezinto ezibonakalayo kanye nezinsiza, ukukhuphuka kwezindleko zabasebenzi kanye nokwazisa kwe-RMB.Kuwumkhuba ongenakugwemeka ukuthi umkhawulo wenzuzo yonke yezinkampani zama-elekthronikhi wehle.Ukwengeza, amabhizinisi asekhaya aphakathi nendawo kanye nesiphetho esiphansi sephiramidi yobuchwepheshe, futhi athembele kuphela enzuzweni yezindleko zabasebenzi ukuze athathe indawo emakethe yamazwe ngamazwe;Ngaphansi kwesizinda esikhulu semboni ye-elekthronikhi yomhlaba wonke engena esikhathini sokuvuthwa, ukuncintisana komkhakha kuya ngokuya kushuba, intengo yemikhiqizo kagesi ibonise ukwehla okukhulu, futhi abakhiqizi basekhaya abanalo ilungelo lokukhuluma ngamanani.
Njengamanje, imboni ye-elekthronikhi yaseShayina isesikhathini soshintsho lokuthuthukiswa kwezobuchwepheshe, futhi imvelo yalo nyaka enkulu yamabhizinisi e-electronic aseChina unyaka onzima.Ukwehla komnotho emhlabeni jikelele, isidingo esinciphayo kanye nokukhuphuka kwe-yuan kufake ingcindezi enkulu embonini yezwe yezogesi, encike ngamaphesenti angama-67 ekuthengisweni kwamanye amazwe.Ukuze kuliwe nokwehla kwamandla emali, uhulumeni uqinise umthetho wezezimali ukuze umnotho ungashisi ngokweqile futhi wehlise izaphulelo zentela kwabathumela kwamanye amazwe.Ngaphezu kwalokho, izindleko zokusebenza nezindleko zabasebenzi zisakhuphuka, futhi amanani okudla, uphethiloli nogesi awazange ayeke ukunyuka.Zonke izinhlobo zezinto ezingenhla zenza indawo yenzuzo yamabhizinisi asekhaya ahlangabezane nokumpintshana okukhulu.
Ukulinganisa kwepuleti akusizi
Lilonke izinga lokulinganisa le-P/E lomkhakha wezingxenye ze-elekthronikhi lingaphezulu kwezinga elimaphakathi lemakethe ye-A-share.Ngokohlaziyo lwedatha evela e-China Daily ngo-2008, isilinganiso samanje semali engenayo ye-A share market ngo-2008 siyizikhathi ezingu-13.1, kuyilapho i-electronic component plate iyizikhathi ezingu-18.82, okungaphezulu ngo-50% kunezinga lemakethe lilonke.Lokhu futhi kukhombisa izinzuzo zezinkampani ezisohlwini lwemboni yezogesi okulindeleke ukuba zehle, okwenza inani lilonke lepuleti libe sezingeni eliphakeme kakhulu.
Ngokuhamba kwesikhathi, inani lokutshalwa kwezimali le-A-share electronic stocks lilele ekuthuthukisweni kwesimo somkhakha kanye nenzuzo elethwa ukuthuthukiswa kwemikhiqizo yebhizinisi nobuchwepheshe.Esikhathini esifushane, ukuthi izinkampani zama-electronics zingakwazi yini ukwenza inzuzo, okubalulekile ukuthi imakethe yokuthekelisa ingasimama yini, nokuthi izintengo zezimpahla nezinye izinto zokusetshenziswa zizokwehla kancane kancane ziye ezingeni elifanele.Ukwahlulela kwethu ukuthi imboni yezingxenye ze-elekthronikhi izohlala isesimweni esiphansi uma kuqhathaniswa kuze kube yilapho kuphela inkinga ye-US subprime, umnotho wase-US kanye namanye amazwe athuthukile uyasimama, noma umkhakha wama-elekthronikhi wabathengi noma we-inthanethi ungakhiqizi isidingo sezicelo ezintsha ze-heavyweight.Siyaqhubeka nokugcina isilinganiso sethu sokutshalwa kwezimali “esingathathi hlangothi” emkhakheni wezingxenye ze-elekthronikhi, njengoba isimo samanje esibi sentuthuko yangaphandle kulo mkhakha asibonisi zimpawu zokuthuthuka kwikota yesine esibonakalayo.
Isikhathi sokuthumela: Jan-18-2021