As of April 25, 59 listed companies in the electronic components industry disclosed the first quarter report, of which 40 companies achieved performance growth, and another 8 companies increased in the first quarter, and 70% of the company's first quarter results increased. From the perspective of sub-sectors, the overall performance of listed companies in the semiconductor industry is better than that of other sub-sectors, among which the second-share new shares of Sunshine [20.80-0.86% shares] (002506) net profit increased by 764.38%. As the traditional off-season of the electronics industry, the operating income of most companies declined slightly, but compared with the same period last year, it showed a low season. However, under the gloom of the Japanese earthquake, most industry analysts lowered their growth expectations for the electronics industry. Demand for solar modules is booming Recently, market research firm iSuppli raised its forecast for 2011 global semiconductor sales, which was $5 billion higher than originally expected. According to iSuppli's latest forecast, the global semiconductor industry's total operating revenue this year will reach 325.2 billion US dollars, an increase of 7%. From the perspective of A-share listed companies, among the 59 listed companies that have disclosed one quarterly report, 40 companies achieved performance growth, and another 8 companies increased in the first quarter. Overall, 70% of the company's first-quarter results increased. Among them, the overall performance of semiconductor industry companies is stronger than other sub-sectors. The listed companies that produce semiconductor materials, such as Zhonghuan [30.400.16% shares] (002129), Chaori Sun (002506), and researched silicon stocks [16.03-0.74% shares] (600206), are among the top performers, with a maximum of 793.52%. , 764.38% and 462.44%. The strong demand for solar modules has led to an increase in the performance of related companies. Among the listed companies with substantial growth in performance, Chaori Sun's operating income in the first quarter of this year reached 65,026,900 yuan, an increase of 41.35% over the same period last year. The company believes that the European PV market is developing rapidly, and the supply of solar modules is in short supply, resulting in an increase in operating income. The quarterly report of the newly-invested Zhonghuan shares in the photovoltaic field shows that the company achieved operating income of 625.94 million yuan, a year-on-year increase of 250.05%, and a profit of 82.242 million yuan. According to Solarbuzz's latest solar annual market report, global solar market installed capacity reached 18.2GW in 2010, a year-on-year increase of 139%, and solar industry revenue reached US$82 billion, a significant increase of 105% over the same period last year. Analysts believe that the Japanese nuclear disaster caused by the earthquake may be a good thing for the photovoltaic industry, and the development of the solar industry will bring opportunities to related companies of electronic components. The impact of the earthquake in Japan may appear in the second quarter. From the overall situation of the domestic electronics industry, the operating income of most companies declined slightly, but the year-on-year data showed a significant increase. Shenyin Wanguo [3.43-0.58%] The latest monthly report analysis believes that due to the unsuccessful start of the electronics industry in the first half of 2010, the overall performance is relatively low, but after the second half of the economy rebounded, the performance of listed companies grew rapidly and the production capacity was rapid. Expansion, overall performance improved significantly, showing a relatively high growth rate year-on-year. However, the earthquake in Japan has brought new variables to the development of the global electronics industry. Shenyin Wanguo pointed out in the research report that the earthquake in Japan and the accompanying tsunami, nuclear leakage, power shortage, and transportation difficulties have had a huge impact on the global electronics industry, and the production capacity of electronic components and upstream raw materials has been affected. Supply chain breakage risk. At present, the inventory of electronic manufacturers' materials is still available for one to two months, and the second quarter will be an important observation period for the continued impact of the earthquake in Japan. Guoxing Junan Electronics Industry Analyst Wei Xingyu also holds the same view. He believes that the global semiconductor industry boom in 2011 will return to the track of stable and moderate growth before 2008, but after the earthquake in Japan, in addition to Japan's consumption capacity is expected to be affected by the impact and decline, but also Japan's production of semiconductor upstream key raw materials The lack of material crisis will have a negative impact on the global semiconductor industry in 2011. Huatai Securities [13.690.29% shares] analyst Sun Hua believes that after the earthquake in Japan, the production and export of machinery and equipment, components will be blocked or delayed, causing fluctuations in the production of domestic related machine manufacturers; on the other hand, if the Japanese side The supply cannot be recovered quickly, and after the supply chain inventory is consumed, companies with domestic models offering the same type of products may be given an alternative opportunity. However, raw material prices are likely to continue to climb, which will affect the performance growth of listed companies. "The earthquake in Japan cut off the supply chain of the electronics industry, and the domestic electronic component companies have not yet achieved the capacity to undertake capacity transfer caused by the damage of Japanese electronics. The impact on domestic listed companies is negative." Dong Yu Securities analyst Wang Yuquan Maintaining the previous judgment on the devastating impact of the Japanese earthquake disaster, "In addition, the substantial expansion of the electronics industry in 2010 may lead to oversupply and a decline in corporate profitability."
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