Compared to the world, the theory of economic expansion ability, China always is the world's one of the main enterprises. GDP (Gross Domestic Product, Gross Domestic Product (GDP) rising for years, private consumption to maintain moderate growth.
The boom of the livelihood of the people consumption growth environment for consumer electronic products renewal, scale with national policy of "intelligent manufacturing 2025" main target practice. In 2015, China's electronic information industry enterprises above designated size number about 6.08. The electronic information manufacturing enterprises in 1.99, the software and service companies 4.09 information technology. The annual total scale of sales revenue reached 15.4 trillion yuan, up 10.4% from a year earlier.
On the other hand, after years of effort, the more electrical machinery has become more influential in the international brand, Huawei, BYD, such as Lenovo, Haier and more global consumer acceptance.
In the above two factors, driven by demand for homemade electronic chips on the mainland, will be more hot, of course, also stimulate the related design services and test requirements. Under the more powerful functions on the Internet, the rapid development of "Chinese core" also help security control. The rapid development of many good formal open industry.
The path and route for relevant enterprises, smic (00981) must be leading. Was formed, cannot be denied based on TSMC (TPE: 2330), led by a pursuit of goals. In the long run, however, future will be better. All because of its back is the producer in China, electronic scale of the rapid industrial development and the production and consumption make big demand.
Helpless in the years before, because of its capital investment large equipment to match the wafer and integrated circuit constantly updated needs, so that the company failed to show good ability to make money. This year has obvious changes, is expected to make the core breakthrough for years peak! Group announced late last month by the end of June 31 interim results, net profit of $159 million, according to the year up twenty percent; Turnover of $1.325 billion, according to the year up 25.38%; Gross profit of $372 million, up 13.86% on a yearly basis. Results after its executive vice President of gareth kung told a news conference, China has become the most important terminal market, in the first half of income ratio of 49.7%. And more expectations, annual revenue growth of 25%. Plus, after acquisition of Italian LFoundey the company timely into auto chip market, promote growth potential. View on the beautiful years mainland auto industrial production Numbers, should be enough to smic shares subsequent to break into the extra power.
In previous interim results report, huahong semiconductor (01347) really attract the attention of the author. In addition to the good operating performance, under the careful research, to know its back is Japan's NEC technology. Partners have the strength, keep expanding basic no difficulty. For science, technology and industry, much of the success or failure is depends on the accumulation of experience. Companies listed in October 2014, the share price of hk $11.25. Newly released on June 31 interim results by the end of the year, net profit $8, 6081, down 0.77% on a yearly basis. During the period of turnover of $342 million, record revenues. Mainly because SJNFET, MOSFET and LED lighting products demand. Especially its SJNFET technology platform, the total shipments during the period of 100000 for the first time, thanks to strong demand of the market. Growth continues, but p/e ratio is only about 11 times. To the mainland investment in the technology industry funds, huahong was indeed a bargain. Short-term if can above its weight, situation will be very different. Refer to the shareholder structure, NEC Corporation still has 9.58% of the issued share capital, can should forward to the next level. Theory of graph, the year as to above is protected through the channel 9.4 yuan, momentum will challenge the record high of about 12 yuan level. Whether it can succeed, for north water power has seen.
Ask yourself like Fried smaller share, in the plate can be the main force in the design of integrated circuit Shanghai fudan (01385). But do not break its past performance, performance is like "chicken ribs". Will be put into the list, all because of the "Shanghai fudan" four word famous brand effect. And long-term charts, present price is relative low. "Be silent to turnaround, however, is still waiting for the possibility of capital injection.
