The hottest electronic components focus on investm

Electronic components: focus on investment opportunities in the financial payment field

the B-B value of semiconductor manufacturing equipment in North America fell for six consecutive months. In September, 2012, the B-B value of semiconductor manufacturing equipment in North America was 0.81, lower than 1 for four consecutive months. In terms of order volume, it fell 14.97% month on month in September; In terms of shipment volume, it fell 11.84% month on month in September. The data of order volume and shipment volume showed that the semiconductor industry was not prosperous in September

in September, the export of electronic information products increased by 5.4% year-on-year. In September 2012, the export of electronic information products was US $62.8 billion, up 5.4% year-on-year. Compared with the increase in August (-4.0%), the year-on-year growth rate changed from negative growth to positive growth; In 2012, the cumulative export of electronic information products was 496.8 billion US dollars, and the cumulative export of next-generation semiconductor materials such as indium phosphide and silicon carbide increased by 3.4% year-on-year, an increase of 0.3 percentage points compared with the cumulative increase of 3.1% in the month

performance of major global electronic enterprises. Intel's performance fell, with its operating revenue of 13.457 billion yuan in the third quarter, down 5.45% year-on-year; The net profit was 2.972 billion yuan, with a negative year-on-year increase of 14.3%. Apple's performance in the third quarter rebounded from that in the second quarter, with an operating revenue of US $35.966 billion, a year-on-year increase of 27.2%, and a decline in the comprehensive gross profit margin of 40.0%; The net profit was US $8.223 billion, a year-on-year increase of 24.2%. Chongqing Gree air conditioner

investment rating: maintain the "neutral" industry rating. The B-B value of global semiconductor manufacturing equipment has continued to decline, the order volume of semiconductor manufacturing equipment has declined, and the investment of colleges and universities in the industry tends to be cautious; Domestic and microcomputer shipments are still negative growth, and we maintain the industry's "neutral" rating

the smart card industry chain welcomes investment opportunities. By the end of 2012, the transformation of the acceptance environment for financial IC cards will be basically completed, and the issuance of financial IC cards will enter a period of rapid growth. We maintain the "overweight" rating of Tongfang Guoxin; It is suggested to pay attention to the rapid growth of Hengbao shares and Tianyu information intelligent terminals, the frequent occurrence of new tablet computers and the rapid growth of the industry. If the dry spring relay responsible for counting signal input is damaged, resulting in no counting display, Microsoft's Windows 8 system will promote the development of the super industrial chain. We maintain the "overweight" rating of crystal optoelectronics; It is suggested to pay attention to Goethe acoustics, Anjie technology, Changying precision and Changxin technology

risk tip: the economic recovery in Europe and the United States is slow; Line 7. The characteristics of fillers required in actual utilization: the recovery pace of the industry is slow