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Ic DS14185WMX

We maintain our holdings of electronic information industry, the ratings, the logic is still optimistic about the industry is the economic recovery, policy-driven, and IC DS14185WMX and the rise of new industries. Global capital markets experience tells us that when the economy is in upstream stages of the industry, the electronic information industry can achieve significantly superior to stock market performance.

DS14185WMX Suppliers

As the electronic information manufacturing industry in the middle position, and DS14185WMX Suppliers and most companies do not do the extension of industrial chain, therefore, the history of both inflation continued erosion of the industry profitability. The beginning of inflation, companies can offset through price increases or partially offset costs. But in the mid of inflation, corporate profits will generally fall. However, we believe that even if the upside in 2010, the electronic information industry, the extent of damage will be less than 2008, mainly due to the end of 2010 the industry needs is picking up.

DS14185WMX Price

dependence on the export of electronic information industry, high dependence on exports of electronic information industry more than 60%, electronics average export ratio of listed companies to 45%. Impact of RMB appreciation on the one hand export sales of electronics and DS14185WMX Price and information industry, on the one hand increase the exchange of electronic information industry losses. Once the yuan continues to appreciate, Jiangdui electronic information within the industry to be Yilai exceptionally large degree the companys performance will have a negative impact, but dependent on domestic demand and emerging industry enterprises, the impact of the appreciation may be relatively small.

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