Switches, sockets and other electronic components companies usher in the best development opportunities

Judging from the performance forecasts that have been announced so far, the electronic component industry such as switches and sockets is one of the few industries with a relatively high performance forecast. There are several companies in the same industry that forecast performance growth at the same time, which is representative. In the electronic components industry, there are many pre-hi companies, indicating that the overall growth of this industry is quite good. After more than ten years of self-accumulation, and relying on national policy support, the domestic electronic components industry has grown at a rate much higher than the global average, and has now begun to take shape. Under the guidance of a new round of national support policies, the switch and socket electronic components industry will maintain a rapid growth rate.

In fact, taking advantage of the rapid popularization of mobile smart terminals and the huge consumer market, my country's electronic components industry has gradually formed an industrial chain demand structure of "consumer market → terminal brand owners → chip design → wafer manufacturing → packaging and testing". Links promote each other and develop together. 

Nearly 20% of the company's performance may double

From the statistical point of view, not only over 70% of the companies in the switch and socket electronic components industry have pre-increased, in addition, nearly 20% of the companies reported or doubled their net profit year-on-year. Statistics show that among the electronic component industries that have announced their performance forecasts, 12 companies have the largest pre-growth rate of 100% or more.

"The prosperity of the semiconductor industry will continue to rise in the next three years." A researcher from Essence Securities pointed out that the country will actively promote the localization process in the entire industrial chain of "chips - software - complete machines - systems - information services", and will use complete machines and systems. In order to provide comprehensive support for traction, design as the leader, manufacturing as the foundation, and equipment and materials as the support, the chip industry, as the most upstream and the largest sub-industry in terms of import value, will accelerate the localization process.

Under the situation of economic restructuring, the electronic components industry has greater potential than traditional industries. With the enhancement of future policy expectations, the premium rate of the electronic components sector will remain high. Once the policy expectations are fulfilled, the future industrial development will be very optimistic. At the same time, the prosperity of the global electronics industry is also recovering steadily. At present, the industry is optimistic, and the expected certainty of performance growth is relatively high.