ipad triggers capacitive touch-screen demand

The ipad is on the mainland, and tablet computers are emerging. Recently, many analysts have exclaimed: Touch screen is the future. In the Thursday, the core technology of the upstream company Lai Bao Tech Center by the organization billion-level capital inflow. "We expect the big-size touch-screen project to start production in the next two quarters," he said. This is the future of a larger than expected factors, "investment securities analysis, for the previous day strongly recommended the unit." Joint Securities researcher Analysis: Before the six even Yin's callback and institutions on the company's fundamental continued bullish, triggering a recent increase in the body of the tide. In addition, long letter technology, ultrasonic electronics and Offikang also has touch-screen business, it is worth attention, but it is difficult to compete with the high division.　　and Jiangsu and Zhejiang Private equity Wang Wei said, short-term if again big climb, guard against risk. Apple touch screen spawned a stock market Apple 4 generation of mobile phones, and continue to cause market concern.　　And one of the core technologies is Apple's "Capacitive touch screen" leading the trend. "At present, can have the core technology, the domestic basic only Levin High branch, the company belongs to the entire capacitive touch screen upstream enterprises, for other enterprises to provide core assembly products." "According to the Joint Securities analysis of the reporter, as Apple introduced the technology into the mobile phone products, Motorola, Nokia and so on are beginning to use the" Capacitive touch screen "production of related products. With the popularization of this technology, capacitive touch screen mobile phone costs drop, share next year or reach 50%, industry development is very broad.　　Guotai to this analysis that: Capacitive touch screen project will become a 2012-year Lai Bao High division revenue growth, and again extend the company's current cycle of performance growth. Apple announced three quarterly reports, with the ipad shipments of 4.2 million units in the first 3 months ending September 25. "Investment securities analysis points out that productivity is limited, before only more than 1 million units per month." The current monthly shipments are expected to reach more than 1.8 million units. "We believe that the expected increase in ipad shipments should lead to higher earnings expectations and valuations in the capacitive touch screen industry," he said. Because this will make the original supply of more nervous capacitive touch screen industry chain supply more tense, industry profit expectations and valuation levels should be correspondingly increased. "The Joint Securities Analysis Division introduced," This kind of high-growth enterprises, the industry generally will give 35 times times to 40 times times higher dynamic P/E. This year's performance in 0.8 yuan, next year's performance should be 1.2 yuan-1.3 yuan. Therefore, the company still faces higher development.　　"Investment securities Analysis: The company's reasonable valuation is 11 30-35 times PE, up to 6 months short-term target price to 42 yuan." Even Yin callback caused by the increase in the tide from the fund dynamic view, the institution of the admission robbery obvious. Nearly 5 trading days, the price of the high division has risen from 30 yuan to 40 yuan. The yesterday was more than the organization billion-level capital inflow, buy the first five for the organization, the total buy 160 million yuan, three sold 73.39 million yuan, net inflow of 86.94 million yuan. And great wisdom, super win. Data analysis shows: Lai Bao tech centers in the last week and recent days have nearly billion net fundsInto。 From October 18 to 22nd, the main funds into 1,557,757,600 yuan, outflow 1,482,668,100 yuan, net inflow of 75.0895 million yuan, turnover 65.4072 million shares, exchange rate of 16.07%.　　The last two trading days of the main capital inflow of 915.5448 million yuan, outflow of 826.3513 million yuan, net inflow of 89.1935 million yuan, turnover 32.1638 million shares.　　Market operators pointed out: Lai Bao High Division after the continuous 6 consecutive yin, psychological formation of a strong drop, but also to a ship of suspicion, and eventually fell to the long-term cost of the market is supported, the recent performance is very strong, indicating that the main force again to attack will be more strong. "The fund's early in-depth intervention, high profit back to vomit, triggering a six-yin callback," the joint securities researcher said yesterday.　　After the price fell, the agency remained bullish on the fundamentals of the company, which later led to a surge in new institutions. In addition, a-share, Lai Bao Hi-tech, long letter technology, ultrasonic electronics and Offikang four companies have or are stockpiling capacitive touch screen Business, which also to the high science and technology, and long letter two of the fastest progress. Among them, August 11 this year, long letter technology release announcement will use super raise funds new two high-grade Ito conductive glass and capacitive touch screen production line. One Capacitive touch screen project to invest 301.5848 million yuan, after the project put into production, the estimated annual sales revenue of 307.69 million yuan, net profit margin of 77.58 million yuan. "The high tech should provide upstream products for long letter technology, which should not be a competitive relationship."　　"The Joint Securities researcher Analysis said.　　Jiangsu and Zhejiang Private equity Wang Wei said, Lai Bao Hi-tech belongs to the new strategic industries, the overall short-term has a certain rise in space, but the rapid rise, to be careful, the current turnover rate is high, short-term if again big climb, vigilance risk. South Liang Yongjian Reporter