Wopanga PCB Wopikisana

Zamagetsi zamagalimoto, zomwe zakula kwambiri m'zaka zaposachedwa, zitha kukumana ndi zovuta.Freescale, mtsogoleri wamsika wapadziko lonse lapansi wama semiconductors amagalimoto, adangokulira 0.5% mgawo lachiwiri.Kutsika kwachuma kwamakampani amagetsi kutsika, kudaganiza kuti msika wonse wapadziko lonse lapansi ukhalabe mumtambo wanthawi yayitali.

Ma semiconductor ochulukirachulukira muzinthu zamagetsi padziko lonse lapansi adakhalabe okwera mu theka loyamba.Malinga ndi iSuppli, zida za semiconductor zidakwera kotala loyamba, nyengo yogulitsa pang'onopang'ono, mpaka kufika pa $6 biliyoni, ndipo masiku ogula zinthu (DOI) anali pafupifupi masiku 44, masiku anayi kuchokera kumapeto kwa 2007. gawo lachiwiri silinasinthidwe kuyambira kotala loyamba popeza ogulitsa adapanga zinthu kwa theka lachiwiri lamphamvu la chaka.Ngakhale kufunikira kwa kutsika kwachuma chifukwa chakuwonongeka kwachuma ndikodetsa nkhawa, tikukhulupirira kuti kuchuluka kwazinthu zomwe zimagulitsidwa zitha kutsitsa mitengo yogulitsa ma semiconductor, zomwe zikupangitsa kuti msika ukhale wocheperako mu theka lachiwiri la chaka.

Mapindu a theka loyamba la makampani omwe adatchulidwa anali osauka

Mu theka loyamba la chaka chino, makampani otchulidwa m'magawo amagetsi amagetsi adapeza ndalama zonse zogwirira ntchito za 25.976 biliyoni, mpaka 22.52% panthawi yomweyi chaka chatha, zotsika kuposa kuchuluka kwa ndalama za A-shares (29,82%). ;Phindu lidafika pa 1.539 biliyoni ya yuan, kukwera ndi 44.78% pachaka, kupitilira kukula kwa msika wa 19.68%.Komabe, kupatula gawo lowonetsera madzi-crystal, phindu la gawo la zamagetsi mu theka loyamba la chaka linali 888 miliyoni yuan, 18,83 peresenti yotsika kuposa phindu la chaka chatha la yuan 1.094 biliyoni.

Theka la chaka cha kuchepa kwa phindu lamagetsi pamagetsi makamaka chifukwa cha kuchepa kwakukulu kwa bizinesi yayikulu.Chaka chino, makampani opanga zinthu zapakhomo nthawi zambiri amayang'anizana ndi zinthu zambiri monga kukwera kwamitengo ya zinthu zopangira ndi zinthu, kukwera mtengo kwa ogwira ntchito komanso kuyamikira kwa RMB.Ndizochitika zosapeŵeka kuti phindu lalikulu lamakampani amagetsi likutsika.Kuphatikiza apo, mabizinesi apakhomo ali pakati komanso otsika kumapeto kwa piramidi yaukadaulo, ndipo amangodalira phindu lantchito kuti apeze malo pamsika wapadziko lonse lapansi;Pansi pazambiri zamakampani opanga zamagetsi padziko lonse lapansi akulowa nthawi yokhwima, mpikisano wamakampani ukukulirakulira, mtengo wazinthu zamagetsi wawonetsa kutsika kwakukulu, ndipo opanga m'nyumba alibe ufulu wolankhula pamitengo.

Pakalipano, makampani opanga zamagetsi ku China ali mu nthawi yosintha zamakono zamakono, ndipo chaka chino malo akuluakulu a makampani amagetsi aku China ndi chaka chovuta.Kutsika kwachuma padziko lonse lapansi, kufunikira kocheperako komanso kukwera kwa yuan kwadzetsa chiwopsezo chachikulu pamakampani opanga zamagetsi mdziko muno, omwe 67% amadalira kutumiza kunja.Pofuna kuthana ndi kukwera kwa mitengo, boma lakhwimitsa malamulo azachuma kuti chuma chisatenthedwe komanso kuchepetsa kuchotsera misonkho kwa ogulitsa kunja.Kuonjezera apo, ndalama zoyendetsera ntchito ndi ndalama zogwirira ntchito zikukwerabe, ndipo mitengo ya chakudya, petulo ndi magetsi sizinasiye kukwera.Zinthu zamitundu yonse zomwe zili pamwambapa zimapangitsa kuti mabizinesi apanyumba apatsidwe phindu lalikulu.

Kuwerengera kwa mbale sikupindulitsa

Kuwerengera kwa P/E kwa gawo la magawo amagetsi ndipamwamba kuposa kuchuluka kwa msika wa A-share.Malinga ndi kuwunika kwa data kuchokera ku China Daily mchaka cha 2008, kuchuluka kwa zomwe amapeza pamsika wa A share mu 2008 ndi nthawi 13.1, pomwe gawo lamagetsi ndi nthawi 18.82, zomwe ndi 50% kuposa msika wonse.Izi zikuwonetsanso kuchuluka kwamakampani opanga zamagetsi omwe amalandila ndalama zomwe zikuyembekezeka kutsika, zomwe zimapangitsa kuti mtengo wambale ukhale wokwera kwambiri.

M'kupita kwa nthawi, mtengo wa A-share electronic stocks wagona pakusintha kwamakampani komanso phindu lomwe limabwera chifukwa chokweza zinthu zamabizinesi ndi ukadaulo.M'kanthawi kochepa, ngati makampani amagetsi amatha kutembenuza phindu, chinsinsi ndi chakuti msika wogulitsa kunja ukhoza kuyambiranso, komanso ngati mitengo ya zinthu ndi zipangizo zina zidzagwa pang'onopang'ono mpaka kufika pamtunda woyenera.Chigamulo chathu ndikuti makampani opanga zamagetsi adzakhalabe otsika kwambiri mpaka vuto la subprime la US litatha, chuma cha US ndi mayiko ena otukuka chibwereranso, kapena magawo amagetsi ogula kapena intaneti sapanga kufunikira kwa ntchito zatsopano zolemetsa.Tikupitirizabe kusunga ndalama zathu "zosalowerera ndale" pamagulu azinthu zamagetsi, chifukwa chakuti zomwe zikuchitika kunja kwa chitukuko cha msika sizikusonyeza kuti zikuyenda bwino m'gawo lachinayi.