开心捕鱼

乐清市诚金仪表件有限公司

全国统一客服热线:18958718912

当前位置: 开心捕鱼 > 开心捕鱼 > 行业资讯

需求爆发芯片板块有望孕育龙头 关注两投资主线

发布时间:2017-11-14 7:50:07     浏览次数:693

JINQIBANDAOTIBANKUAIYEJIBAOFA,AIXINPIANXUQIUDENGCUIHUAJIBUDUAN。ZHONGZHENGBAOBAODAO,SHICHANGRENSHIRENWEI,SUIZHEWULIANWANG、QICHEDIANZIDEFAZHANJIANGDAILAIJUDAXINXINGSHICHANGXUQIU,ZHONGGUOJIANGBUJINSHIQUANQIUZUIDADEXIAYOUXUQIUHEJIAGONGSHICHANG,YITUOZHENGFUZHENGCEZHICHI,WEILAI10NIANWOGUOJIANGCHENGWEIQUANQIUBANDAOTIXINPIANXINGYEFAZHANZUIKUAIDEDIQU,BANKUAIYEJIANGYUNYUAGUKEJILONGTOU。

开心捕鱼 JUDISANFANGSHUJUXIANSHI,2016NIANZHONGGUORENGONGZHINENGSHICHANGGUIMODADAO96.61YIYUAN,ZENGZHANGLVWEI37.9%,2017NIANJIANGDADAO135YIYUAN,ZENGZHANG41.2%,YOUWANGZAI2018NIANSHICHANGGUIMOTUPO200YIYUAN,DADAO205.3YIYUAN。RENGONGZHINENGZAIJIAOYU、YILIAO、YANGLAO、HUANJINGBAOHU、CHENGSHIYUNXING、SIFAFUWUDENGLINGYUYOUZHEGUANGFANYINGYONG。

西南证券认为,国内芯片产业崛起具有必然性。根据波特的国家竞争优势理论:从要素条件来看,劳动力成本低;从需求条件来看,消费市场空间大;从产业生态群来看,已经有长三角、环渤海、珠三角三大集成电路产业聚集区域;从公司战略来看,政策高度重视与支持加速产业的发展。

华泰证券认为,2016年全球集成电路行业除设备业增速为13%外,设计、制造、封测、材料市场规模增长率均小于10%,而中国IC设计、制造、封测、材料和设备市场的增长率分别为24%、25%、13%、10%和31%,均显著高于全球市场的增长率。随着全球集成电路厂商在中国建厂导致全球产能东移,本土集成电路企业将迎来黄金发展十年。

开心捕鱼 JIEHECHANYELIANFENXI,XINANZHENGQUANJIANYI,BUJUFANGXIANGSHANG,ZHONGDIANGUANZHUXIFENLINGYUXINGYEGEJUJIAOWEIMINGLANG、SHOUYILUOJIQUEDINGXINGJIAOGAODEZIXINGYEYIJIXIANGGUANLONGTOUSHANGSHIGONGSI。QIRENWEI,WEILAIGUONEIXINPIANCHANYEDEFAZHANLUJINGYOULIANGTIAO:YISHIKEYITONGGUOHAIWAISHOUGOU,TIGAOHEXINJISHU;ERSHIYIKAOGUONEITIANSHIDILITIAOJIANDUINEIJIASUZHENGHE,KUODACHANYELIANDIWEI。ZAIDANGQIANWULIANWANGJISHUBUDUANLUODI、KECHUANDAISHEBEI、VRTOUKUI/YANJING、WURENJIDENGZHINENGYINGJIANXINPIANYINGYONGBUDUANKUODADESHICHANGTIAOJIANXIA,GUONEIXINPIANCHANYEYOUZHEJUDADEFAZHANQIANLI。

关注芯片国产化趋势,华泰证券推荐两条布局主线:一是半导体固定投资,随着产业投入加大,预计未来两到三年内,相关资本支出将达到高峰;二是半导体封测和制造商,受半导体产业化向亚洲转移的影响,加上有基金支持,积极收购国外优质资产、封测和制造实力将快速加强关注华天科技紫光国芯

【延伸阅读】

芯片概念股最新业绩全梳理 这些股票净利润同比增长超100%

SUIZHEZHINENGSHOUJIBUDUANPUJI,XINPIANBUDUANSHENTOUJINXIAOFEIZHEDERICHANGSHENGHUOZHONG。SUIZHESANJIBAOPILUJIANJINWEISHENG,AGUXINPIANGAINIANGUQIANSANJIDUYEJIZHUBUCHULU。

LEQINGSHICHENGJINYIBIAOJIANYOUXIANGONGSISHIYIJIAYIYANZHI、SHENGCHAN、XIAOSHOUDIANLIYIBIAOWEIZHUDEXIANDAIHUAQIYE。GONGSIZUOLUOYUZHEJIANGLEQINGLIUSHIZHENHUADONGGONGYEQU。GONGSIZHUANYESHENGCHANTONGQIANJIAN、JIEXIANZHU、JIEXIANDUANZI、LINGDIANPAI、DAODIANDAIDENGTONGCHANPIN。GONGSIZHUYINGDETONGQIANJIANCHANPINYOUXIU、YOUZHI。HUODEHAINEIWAITONGXINGDEYIZHIHAOPING。

 

GONGSIYONGYOUQIANGDADEJISHULILIANG,XIANJINDESHENGCHANXIAOYANSHEBEI,WANSHANDESHOUHOUFUWU,QIQUANDEXIAOSHOUWANGLUO。GONGSIYIKAOJISHUCHUANGXINBUDUANTUICHUXINCHANPIN,DADANZHIRUJIAOLIANWENHUA,JIAQIANGTUANDUIHEZUO,TISHENGTUANDUININGJULI、ZHIXINGLI、CHUANGZAOLI;BINGYINRUHEXINJINGXIAOSHANGWEIZHANLVEHEZUOHUOBAN,BUDUANJIAKUAIKEJIBUFA,BUDUANSHIXIANKEJICHUANGXIN,DALIANGYINJINXIANJINDESHENGCHANSHEBEIJIJIANCESHEBEI,YONGJINGZHANDESHEJIJISHU,XINYINGYOUZHIDECHANPINWEIGUANGDAYONGHUTIGONGYILIUDEFUWU。

开心捕鱼  

GONGSIJIANCHIYISHICHANGXUQIUWEIDAOXIANG;YI“ZHENCHENGHEZUO、GONGYINGFAZHAN”WEIJINGYINGLINIAN;YI“YUANGONGDEMANYI、KEHUDEMANYI”WEIQIYEZONGZHI;HUANYINGGUONEIWAIKESHANGQIANLAIQIATANHEZUO,GONGZHIFANRONGHEFAZHAN。

上一篇:中国再次登顶全球超算500强榜单 上榜总数超美国
下一篇:格力美的12起诉讼至今未开庭 董明珠或主动和解

开心捕鱼