Three types of electronic components are focused on the two power booster

-Golden Lark Investment Qin Hong yesterday a A-share market, although the center of gravity in the concussion moved down, after the afternoon even a diving trend. However, handicap shows that the deep Tianma, the micro-, long electric technology, Faraday Electronics and other varieties of repeated active, has formed a trend of upward channels.　　So, how to view the active performance of electronic components stocks? Two driving forces for the electronic components of the increasingly active stock, the author believes that the main two factors: first, the industrial policy support factors. As we all know, in the early stage of the hype industry revitalization plan, electronic components because of the national technical strength and other factors such as the market attention, once because of industrial revitalization program theme and repeatedly active. One of the deep Tianma and other stocks also have a relatively prominent performance. This week, the plate again met the stimulus of industrial support policy, that is issued by the Ministry of Finance recently issued "on the thin film transistor liquid crystal display production Enterprises import tax policy Notice" (Treasury Tariff [2006]4) the implementation period of 3 years extension, At the same time, the provisions of the notice of the import tax preferential policies to expand to the Plasma display panel (PDP) and organic light-emitting diode display panel (OLED) Production enterprises, operating procedures in contrast to the Treasury tariff [2006]4.　　Such information means that the electronic information plate ushered in a new industry support policy, thus giving the plate a new subject matter catalyst. The second is the traction of the industry recovery. It is undeniable that the current electronic components industry is still unspeakable out of the trough, but because the market has a relatively clear consumption hot spots, such as the sale of netbooks in the recent more popular, if the 3G era and other factors, such as the promotion of the 3G industry products will be more popular sales, So as to pull the new kinetic energy of electronic components. At the same time, home appliances to the countryside, car sales are also expected to stimulate electronic consumption, which gives the electronic components stocks very strong industry recovery potential expectations.　　If we take into account the policy support, the new product market cultivation and other factors, electronic components are indeed expected to go out of the industry trough, ushered in the recovery cycle, the recent rise in the price of panel products is the best explanation. Three kinds of attention to varieties this means that the electronic components in the current face of a certain increase in the opportunity, not only in the industry to have the prospect of recovery, but also has the industry policy support of the subject of the catalyst, but at present all the funds in the effort to find a new leader in the lead.　　and electronic components have the fundamental advantages mentioned above, also has a strong competitive edge of the market technology, such as lower prices, lower rate of increase and other factors, so it is expected to become the object of new capital concerns, thus showing relatively active trend, which may also be the recent deep Tianma and other electronic components stocks become active one of the reasons. Therefore, in the actual operation, it is suggested that investors pay close attention to three kinds of varieties, one is directly benefit from the recent industrial policy support varieties, such as panel industry, the High division, deep Tianma, Beijing Oriental A, panel industry is a typical high-tech, high capital industry, performance flexibility, once the industry recovery, then, the industryTrack record is expected to quickly jump high, which is expected to become a blue from the loss of shares, the deep Tianma, the Beijing-Oriental performance change trajectory is quite to illustrate this point, it is recommended that investors can pay close attention to such stocks. Second, with the core technology advantages of electronic components, this mainly refers to in recent years standing in the position of the industry leader of the stock, such as long electric technology, China microelectronics, such as micro-Rand, their advantages from the long-term industry competition brought about by the excellent quality, therefore, the recovery of the industry's performance sensitivity higher, therefore,　　There is a certain rise in the opportunity. Is the reorganization of the expected or through acquisitions to strengthen the competitive advantage of the stock, the main extension of the state electronics, Fenghua Hi-tech, and other varieties, of which the actual control of Fenghua High Branch has been changed to Guang Sheng Group, thus giving Fenghua high-tech future further industry integration expectations. and Hengdian East Magnetic, Oriental tantalum industry and other stocks in the near future, there are signs of capital inflows, can be tracked in moderation.