Taking place during the last season

Taking place during the last season Eleven holidays in China, driven by the traditional European season, the recent TV panel demand back to temperature, is expected to improve the poor market conditions in the past two months phenomenon, then intensified competition, fear is now fierce price war. Small and medium-size panel part, because of repeat orders before March 56, high 67 month mobile phone stock market phenomenon, after several weeks of going after, has gradually health, so the smart phone and tablet PC market deferred demand season, has been gradually emerging in early September. In yet more obvious information before, we think this will be the last wave of e-season in 2013, but was late for nearly two full months of deferred season, except during November Google Glass or other new consumer electronics products gettin Inquiry, it can be expected in mid-October, early November, the market still have orders otherwise, the kinetic energy will also be taking over the subsequent weakening. 3Q13 from Metal Mesh gradually began commercial applications, the ability to replace ITO films are also worthy of attention, some manufacturers are starting to Metal Mesh products have a small delivery. We believe Metal Mesh is expected to become the mainstream trend is not necessarily in the short term, but the trend is also expected to force the price of Japanese ITO film, also good film camp manufacturers. However, since 3Q13 OGS basically no drama, and in order to compete for 4Q13 market, OGS recent price action may also occur again. Ophelia light and other film makers inspiring occasion, have begun to pay attention to OGS cheap counterattack. Recently many FCCL has restarted expansion to cope with the high level of recent custom of annual peak demand PFC soft board, which will be mainly used in smart phones and tablet PCs. It is worth mentioning that part of the FPC soft board, although we have always thought FPC excellent prospects, but must still be depending on the product and technology on the level of the field, especially in the domestic A-shares are currently no great level of FPC subject, then issues the reach of the stocks we are optimistic. Medium and long term, increase the rate of self-association and foster basic policy unchanged mainland suppliers, will be the opportunity for domestic manufacturers, which will include PCB / FPC, enclosure, antenna modules, body parts / bearing, connector (lines), power supply, keyboard, camera modules, electro-acoustic devices, cooling modules, small motor (fan), the battery module ... all A shares rose 2.4 percent during the reporting period, the Shanghai A shares rose 1.9 percent, the deep Shanghai A shares rose 3.5 percent, the electronics industry rose 5.0% in the SW industry classification gains came in the first four. Electronic components industry rose during the reporting period were the top five, build photovoltaic, rhyme, Leaguer shares, long letter Technology, Jufei, down five card is Tianjin, Tianjin Princeton, Yu Shun Electronics, gemstones A, Furi Electronics broader market up last week, also in pre-electronic sector has adjusted downward correction, or significant. TV panel of eleven stocking needs to warm, small and medium-size panels in stock After take-recently re-orders, is expected to receive shentianma A little attention. And Apple's new phone is expected to come out on September 10, the other brand new machine is also expected to continue to show up, upstream of each significant component of recent orders buoyant, but Apple stocks have long been the reaction of the reaction, the next value of the non- apple fields, as well as domestic goods brand pull effect. Fundamentals and trends in the next issue of double benefit, 3Q13 Ophelia light GFF and Metal Mesh glory in a set, the only risk is still high valuation and timing of entering in September, the brand factory and OEM / ODM factory is about to renegotiate 4Q13 The new machine direction to open the case, GFF will to face OGS cheap counterattack, market performance can not be careless. Lenovo NB supply chain, countertop Deren Electronic, Yee Technology, Department of Crown shares, victory precision ... and so is not news, and then to think of the layout Hinge Up recent efforts to strengthen and expand the touch NB intention clearly wait for the next trend, Victory Precision is expected to remain the subject of significant benefit. Especially victory sophisticated Hinge Up mode, just being a certain extent against Quanta, Compal and other Taiwan-based OEM / ODM factory came, we saw Lenovo's ambitions in this detail, also saw the victory of precision possible opportunities in the future. In addition, Suzhou solid technetium its MEMS reserves for many years but recently some progress, its gyroscopes and accelerometers is expected to cut into a giant mobile phone supply chain system, great performance flexibility, it is worth focusing on, not to mention silver may also bring some results. Focus, the Suzhou solid technetium spent just less than two years time, the success of TSMC TSMC on the line, behind which there is a strong and recognized MEMS IC design capabilities, a single initial monthly capacity of hundreds of films, in 2014 alone can produce Exploration on the scale of thousands of pieces will not even rule out the SMIC SMIC and further cooperation in relation to the company's concept is not just doubled it. Suzhou solid technetium key recommendation of the week and the victory of precision, we believe that the recent performance opportunities exist. In addition, SinoWealth, Yan Wanda, Shuo Bedford, there are short-term trading opportunities.click to read more