Consumer overall warmer trend unchanged it plate maintain strong

This reporter Jian last week it plate rose more than the market, last week, a A-share week rose 1.75%, while electronic components, information equipment and computer applications three plates rose more than 7%, there is still the power to fill up.　　In terms of P/E ratios, the current static P/E ratio of all shares is 27 times times, while the static P/E multiples of three are 53, 45 and 42 times times respectively, with higher premiums and higher valuations. The IT sector is still strong, high valuations, specific analysis, the IT sector in the communications and electronics sector in the last year the trend is basically stronger than the market, showing a strong resilience in the weak environment, reflecting a certain "investment haven" industry characteristics. In terms of plate valuations, the telecommunications and electronics industry's 2008 Price-to-earnings ratio and the 2009 forecast earnings ratio were 15.38 times times and 28.37 times times respectively.　　And all A-share 2008 price-to-earnings ratio and the 2009 forecast P/E ratio of 25.21 times times and 22.24 times times respectively, compared to other industries, communications and electronics sector has been a large increase since 2009, by the continued investment in the telecommunications industry, is expected to maintain a good performance in the future. From the sub-industry, the A-share market in June 2009 to maintain a certain rise in the telecommunications services sub-industry, the largest increase in the June interval, 7.95%, followed by the electronic components sub-industry, the increase of 3.78%; communication equipment sub-industry rose to 3.29%. 　　Communications and electronics sector as a whole rose 4.89%, and the same period of all A shares of 15.23%. Founder Securities analysts believe that the communications equipment manufacturing industry benefited from the huge investment in 3G, domestic equipment manufacturers leading ZTE, network optimization provider of three-dimensional communications and optoelectronic cable leading Zhongtian technology will directly benefit; The telecom operation industry as the center of the 3G industrial chain, operators will have a greater voice,　　The proportion of China Mobile in the operating income of three operators is further increased; the electronic-related sub-industry hopes to promote the development of the electronic information industry and the promotion of energy-saving lighting, the relevant listed companies have a future. Gartner cuts global IT spending forecasts, bullish on the Chinese market according to a recent study published by Gartner, global IT spending fell by 6% in 2009, by 3.2 trillion in total. Gartner forecast a 3.8% drop in IT spending in March this year, as the economic situation has led Gartner to lower its forecast for 2009 years.　　Mr Gordon, Gartner's vice president, explains that while the global recession has seen signs of easing in recent months, companies are still cutting it budgets and consumers are still afraid to spend more because they lack enough confidence. In addition, Gartner predicts that spending on the four major IT areas of global hardware, software, IT services and telecoms will likely fall year-on-year. Even during the dotcom bust of 2001, there was no such decline. which, the hardware market was the biggest drop, spending in 2009 was expected to fall by 16.3% per cent, and the software component fell slightly in 2009, with spending expected to fall by 1.6%. Notably, Gartner noted in its report that demand for consumer markets will remain sluggish in the short term, but the Chinese market is an exception, with the Chinese government spending heavily on domestic demand, stabilizing the domestic economy and providing a haven for the global economy.　　Related to the electronic information industry measures, such as 3G licensing, electronic information industry revitalization adjustment planning and home appliances to the countryside policy, etc., have expanded the domestic market for computers, mobile phones and other electronic consumer demand, directly led the chip industry warmer. The export situation of the communication equipment industry is poor, electronic components industry to warm communication equipment market, due to the saturation of the market of developed countries and the global economy caused by the U.S. financial crisis led to weak demand, in the fierce competition environment, the global communications equipment manufacturing industry crisis, the international telecommunications equipment giants continue to spread business deterioration, layoffs and other news. As of May 2009, the main business of communications equipment manufacturing industry revenue reached 289.883 billion yuan, the cumulative year-on-year decline of 6.07%, the total profit of 13.949 billion yuan, the cumulative year-on-year growth of 35.14%, compared with the previous months have a significant rebound, indicating that the industry is gradually warming. From the product export, May 2009 further warmer, mobile communications base station exports 285 million U.S. dollars, the chain growth of 3%; optical communications equipment exports 151 million U.S. dollars in May 2009, the decline is more obvious. 　　The foreign demand has not yet been significantly increased, the international industry situation is not very optimistic, but the overall warming trend unchanged. In the electronic components industry, due to the global financial turmoil on the financial industry has been a fatal blow, and then further spread to the real economy, related industries to the demand for electronic components of the reduction of electronic components have a significant impact. Domestic electronic enterprise orders fell sharply, the number of loss-making enterprises increased, the industry has been layoffs, mergers and acquisitions reorganization or failure. According to statistics, the May 2009 increase in the value of electronics manufacturing increased by 4.3% Year-on-year, the increase was 9.6 and 3.2% respectively in the first quarter and April.　　May electronic manufacturing exports decreased by 7.1%, down from the first quarter and April respectively narrowed by 8.4 and 1.6%, the month of export delivery value for the industry sales output of the proportion is 63.5%, than the first quarter fell 1%. While the industry's data has improved somewhat, it does not mean that the industry's woes have bottomed out. As of May 2009, the electronic components industry accumulated revenue of 267.381 billion yuan, a decrease of 12.82%, but compared with February year-on-year reduction of 23.21%, the decline significantly narrowed; the electronic device industry revenue reached 193.565 billion yuan, the year-on-year decrease of 11.89%, But the decline has also narrowed markedly compared with a 25.74% per cent decrease in February. It can be seen that the electronic components industry overall trendInstability。 Because global economic growth is closely related to the semiconductor industry, it depends on how America's consumption is recovering.