I-elektroniki yezemoto, ekhula ngokukhawuleza kwiminyaka yakutshanje, inokujongana nemingeni.I-Freescale, inkokeli yemarike yehlabathi kwi-semiconductors yeemoto, ikhule nge-0.5% kwikota yesibini.Umxokelelwano woshishino lwe-elektroniki ukwehla koqoqosho, kwagqiba ekubeni lonke ishishini lombane lehlabathi liza kuba lilifu eligutyungelwe phantsi.
Uluhlu lwempahla ye-semiconductor engaphezulu kwikhonkco lokubonelela nge-elektroniki yehlabathi luhleli luphezulu kwisiqingatha sokuqala.Ngokutsho kwe-iSuppli, uluhlu lwempahla ye-semiconductor luye lwanda kwikota yokuqala, ngokwesiqhelo ixesha lokuthengisa elicothayo, ukuya phezulu kwi-6 yeebhiliyoni zeedola, kunye neentsuku zabanikezeli bempahla (DOI) zaziphantse zibe yi-44 yeentsuku, iintsuku ezine ukusuka ekupheleni kuka-2007. kwikota yesibini azizange zitshintshwe ukusuka kwikota yokuqala njengoko ababoneleli baye benza uluhlu lwempahla yesiqingatha sesibini esinamandla ngokwentelekiso.Ngelixa imfuno esezantsi yomlambo ngenxa yokuwohloka kwemeko yezoqoqosho iyinkxalabo, sikholelwa ukuba uluhlu lwezinto ezininzi olugqithisiweyo kwikhonkco lonikezelo lunokuthoba amaxabiso athengiswayo e-semiconductor, nto leyo enegalelo ekuweni kwemarike kwisiqingatha sesibini sonyaka.
Umvuzo wesiqingatha sokuqala kwiinkampani ezidwelisiweyo ubuhlwempuzekile
Kwisiqingatha sokuqala salo nyaka, iinkampani ezidweliswe kwicandelo lamacandelo e-elektroniki ziphumelele Ingeniso yokusebenza iyonke ye-25.976 yeebhiliyoni zeeyuan, inyuke ngama-22.52% kwangelo xesha linye kulo nyaka uphelileyo, iphantsi kwezinga lokukhula kwengeniso yazo zonke izabelo ze-A (29.82%) ;Inzuzo eseleyo ifikelele kwi-1.539 yeebhiliyoni zeeyuan, inyuke nge-44.78% ngonyaka, ingaphezulu kwe-19.68% yezinga lokukhula kwe-A-share market.Nangona kunjalo, ngaphandle kwecandelo lokubonisa i-liquid-crystal, icandelo le-electronics ingeniso ye-net kwisiqingatha sokuqala sonyaka yayiyi-888 yezigidi ze-yuan kuphela, i-18.83 yeepesenti engaphantsi kunenzuzo yonyaka ophelileyo ye-yuan ye-1.094 yezigidigidi.
Isiqingatha sonyaka sokuhla kwengeniso yepleyiti ye-elektroniki ubukhulu becala kukwehla komyinge wesambuku seshishini.Kulo nyaka, ishishini lokwenziwa kwemveliso yasekhaya ngokubanzi lijongene nezinto ezininzi ezifana nokunyuka kwamaxabiso ezinto eziphathekayo kunye nezibonelelo, ukunyuka kweendleko zabasebenzi kunye noxabiso lwe-RMB.Yindlela engenakuthintelwa ukuba umda wengeniso epheleleyo yeenkampani zombane uyehla.Ukongeza, amashishini asekhaya ngokusisiseko aphakathi kunye nesiphelo esisezantsi sephiramidi yetekhnoloji, kwaye athembele kuphela kwinzuzo yeendleko zabasebenzi ukuze athathe indawo kwimarike yamazwe ngamazwe;Ngaphantsi kwemvelaphi enkulu yoshishino lwe-elektroniki lwehlabathi olungena kwixesha lokuvuthwa, ukhuphiswano lweshishini luya lusiba nzima, ixabiso leemveliso ze-elektroniki libonise ukuhla okukhulu, kwaye abavelisi basekhaya abanalo ilungelo lokuthetha ngamaxabiso.
Okwangoku, ishishini le-elektroniki laseTshayina likwixesha lokuguqulwa kophuculo lwetekhnoloji, kwaye imeko-bume yalo nyaka enkulu kumashishini e-elektroniki aseTshayina ngunyaka onzima.Ukudodobala koqoqosho lwehlabathi, ukuncipha kwemfuno engakumbi kunye nokunyuka kweyuan kubeke uxinzelelo olukhulu kushishino lwelizwe lwezobuchwephesha, oluxhomekeke kwi-67% kwiimpahla ezithunyelwa ngaphandle.Ukulwa nokunyuka kwamaxabiso, urhulumente uye waqinisa umgaqo wolawulo-mali ukuze uqoqosho lungabi shushu ngokugqithisileyo kunye nokunciphisa isaphulelo serhafu kwabo bathumela ngaphandle.Ukongezelela, iindleko zokusebenza kunye neendleko zabasebenzi zisakhula, kwaye amaxabiso okutya, ipetroli kunye nombane akayekanga ukunyuka.Zonke iintlobo zezinto ezingentla zenza ukuba indawo yengeniso yamashishini asekhaya adibane noxinzelelo olukhulu.
Ukuxabisa ipleyiti akuloncedo
Inqanaba lokuxatyiswa kwe-P/E lilonke lecandelo lamacandelo e-elektroniki liphezulu kunomndilili womgangatho we-A-share market.Ngokohlalutyo lwedatha evela e-China Daily ngo-2008, umlinganiselo wangoku oguqukayo wengeniso ye-A share market ngo-2008 yi-13.1 amaxesha, ngelixa i-electron component plate yi-18.82 amaxesha, eyi-50% ephezulu kunenqanaba lemarike jikelele.Oku kukwabonisa ingeniso yeenkampani ezidweliswe kwishishini le-elektroniki ekulindeleke ukuba yehle, isenza uqingqo-maxabiso lulonke lwepleyiti lube kwinqanaba elixabisa ngaphezulu.
Ekuhambeni kwexesha, ixabiso lotyalo-mali lwe-A-share stock stocks lilele ekuphuculeni ubume boshishino kunye nenzuzo eziswa kukuphuculwa kweemveliso zoshishino kunye nobuchwepheshe.Ngexesha elifutshane, ingaba iinkampani ze-electronics zinokujika inzuzo, isitshixo kukuba ingaba imarike yokuthumela ngaphandle ingaphinda ibuyele, kwaye ingaba amaxabiso eemveliso kunye nezinye izinto eziluhlaza ziya kuwela ngokuthe ngcembe kwinqanaba elifanelekileyo.Umgwebo wethu kukuba i-electronic components industry iya kuhlala iphantsi kakhulu de i-US subprime crisis iphele, uqoqosho lwase-US kunye namanye amazwe aphuhlileyo luya kubuya, okanye amacandelo ombane omthengi okanye i-Intanethi awavelisi imfuno yezicelo ezintsha ezinzima.Siqhubeleka nokugcina izinga lotyalo-mali “elingathathi hlangothi” kwicandelo lamacandelo e-elektroniki, njengoko imeko ekhoyo ngoku yophuhliso yangaphandle yecandelo ingabonakalisi zimpawu zokuphucula kwikota yesine ebonwayo.
Ixesha lokuposa: Jan-18-2021