PCB manufacturers on the "netbook" industry chain

⊙ Huang ⊙ Huang In this way, this year's May 19 in a calm, although there is a high jump to open 27 points of a good beginning, but the close only rose 23.9 points, the increase of only 0.9%, which made everyone disappointed. Once, the market hope that the two oil stocks and shipping stocks, but ultimately they can only do it alone, but not Toruk Macto called to drive the market. Too bad, because their industry data is so gratifying-the price of light crude oil futures, delivered by the New York Mercantile Exchange in June, Rose 2.69 dollars,　　The rise reached 4.8% per cent, the highest close since November 11, as the Baltic Dry Bulk Index (BDI) rose 2.4% in Monday, a 2009-year record for four consecutive trading days, boosted by rising demand for Chinese goods. Although we started shouting "This year 5 19 market new protagonist-netbook" slogan, but unfortunately, Tuesday "on the Net" the first protagonist ZTE (000063) Open the shareholders General Assembly suspension, the rest of the evil netbook "concept immediately plunged into the plight of a decapitated." Is this netbook concept still in its own right? It can be a hunch that this year's netbook is like the first two years of the cottage machine, the beginning is only the star ignition, but soon became prairie fire.　　Because this netbook concept is associated with the 3G, "G3 netbook" is the most recommended by China Mobile 3G Main terminal varieties, this strength can not be belittled. To look at this one of the peripheral stock market, from another point of view to feel the "3G netbook" in our A-share is how the wall outside the flowering wall incense. Because the concept of the netbook, which cooperates with mainland China Telecom, "will raise the target share price from NT $4.3 to NT $7", this concept has been greatly sought after. Recently, the media in the "Granville-shing layout of the netbook market has been bullish on the promotion of target stock price" said: "According to Taiwan media reported that Macquarie Securities brokerage, Granville and telecom operators, China Telecom Strategic Alliance, will be to Granville Procurement CDMA 2000 mobile phone chips used in mobile phones and low-priced netbooks,　　Has cheer Sheng's Wei Rui power to expand the mainland's low-end CDMA 2000 mobile phone market share, so Granville target share price from 4.3 nt to 7 NT dollars. 3G concept of "netbook", this is a new theme. From "China Mobile at the group level unified custom-made 29" G3 series ' netbook ' It data, we saw these several netbook-related "ZTE, founder, Haier, Tsinghua Tongfang" Company. Today we continue to follow the electronic components of the netbook further excavation. Take a look at the following two paragraphs of research report: (1) According to Digitimes report, 2009 notebook PCB board shipments are estimated to be very good, especially the ultra-thin laptop and netbook numbers increase more obvious (2) The distribution of the domestic 3G license plate has a powerful pulling effect on the PCB demand in the system and terminal.The growth point will mainly focus on HDI and system back panel.　　Netbooks, smartphones, handheld readers, etc. will also lead to the growth of demand for PCB. Let us go back to the "on this network" industrial chain of the PCB concept, the domestic largest PCB production enterprise is the health Benefits technology (600183). Perhaps it has some indirect relationship with the netbook, but after all, the cake is too big and the size of the industry chain can follow glory. Remember these two sets of data-"IDC China Forecast analysis, 2009 Chinese netbook Sales and 2008 growth of 276%"; According to China Mobile Communications Federation vice president Xie Lin, China in the first wave of 3 years, there will be 1500--2500 million netbook market tide.