market opened mid-year report,shoes mbt, China's PC industry growth performance remained strong, but still faces the risk of margin decline. Small plates from the computer company announced interim results notice at this moment more than 50% growth in 9,mbt clearance, of which focus on technology, NavInfo, Hanwang technology and the new northern distribution in the year not to send share transfer to contain concept of the right. The current valuation of high growth stocks have enjoyed a high premium,mbt tembea shoes, so a large-than-expected interim results appear difficult market. In the case of the bear market turn-,mbt clearance shoes, medium-high to send the stock transfer was speculation the space is difficult and annual high than when sending switch.
resumption of growth is still the main theme
bullish market research firm Garnter computer hardware market growth this year. Garnter that the computer hardware market this year,discount mbt shoes, there will be the strongest rebound. Among them,buy mbt shoes, the contribution of personal computers will be close to 4 percentage points. Therefore,mbt outlet, Garner will be the world's computer hardware spending is raised from 1.6% growth rate 5.7%,mbt, reaching 353 billion U.S. dollars. Although Garnter drastic increase in the growth of the computer hardware market,shoes mbt sale, and global economy is showing clear signs of recovery,mbt sandals, but the crisis on the IT investment behavior of far-reaching and long-term sustained,replica mbt shoes, this will lead to a reduced demand on the hardware business and industry competition intensification.
the other hand,mbt m walk, statistics show that by 2010,mbt white, 4 months,quality mbt shoes, China's electronic information industry over the size of a quarter of continued rapid growth,mbt boot, the chain growth rate slightly down,mbt walking sandals, but at a more high. 4 months ago,mbt walking shoes, the Bank added value grew by 21.7%,cheap mbt shoes, higher than the industry average of 2.6 percentage points; sales value of 1.7903 trillion yuan,mbt sport, up 31.4%,mbt trainer, compared with growth of 22.2% over the same period in 2008.
industry faces declining margins risk
China as a global electronic information products has become increasingly prominent position of power, the world's leading electronics products continue to focus on China. However,mbt chapa, an embarrassing fact is: IT hardware in the most upstream of the mainstream of core electronic materials,mbt walking shoes reviews, chips,mbt shoes reviews, electronic components and equipment components mainly controlled by the Western developed countries or regions,shopping mbt shoes, the software industry,chung shi walking shoes, the most basic operating system almost entirely U.S. companies monopoly,mbt walking shoes, and the middle reaches of the tools is mainly controlled by western countries or regions. China's IT companies are in the downstream industry chain,mbt shoes sale, mainly in labor-intensive electronic equipment manufacturing (assembly) dominated.
present,mbt shoes sandals, the global computer hardware has been more mature,mbt sandals kisumu, providers and upstream providers of infrastructure software components mastered the core technology,sells mbt walking shoes, the development of industry technical standards and lead the development of computer hardware industry. And because higher product homogeneity,sale mbt shoes, downstream consumers have strong bargaining power,discount mbt shoes, that is,mbt shoes outlet, computer hardware manufacturers in the industrial chain is not a lot to say,mbt fumba, upstream and downstream profits are squeezed. In order to maintain a certain margin level, computer hardware manufacturers to find the breakthrough in two ways: product upgrades and new products.
Xiangcai Securities analysts believe the second half of 2010,shoes mbt, the computer hardware industry is still in the recovery of the channel being. 2010,mtb walking shoes, computer makers will face high costs of upstream components and computer products,mbt walking shoes, the double squeeze lower prices,mbt, gross margin is difficult to be guaranteed. As computer makers more vulnerable position,mbt kisumu sandals, the pressure is difficult to lower the cost of transmission,mbt chapa, so that only those able to maintain price stability in the company's products to the harsh business environment to maintain a certain gross margin level.
concerned about cloud computing and the theme of transformation and upgrading investment
China's electronic information industry dominated by such foreign investment,mbt m walk, foreign high-dependency,mbt sale, and limited domestic enterprises to master the core technology,buy mbt, competitiveness is weak The situation in the longer period of time to change. First half of 2010 the computer industry as a whole outperformed the broader market,buy cheap mbt shoes, particularly in the emerging application-oriented small and medium board and Growth Enterprise Market listed companies had been in hot pursuit. At present,buy mbt walking shoes, the computer hardware segment PE (TTM) for the 47-fold,mbt shoes clearance, from 2006 to date at a high level.
Securities,mbt shoes store, said the East China Sea,mbt sport, China's computer hardware business in the industrial chain end,mbt sports shoes, low value-added sectors,mbt shoes online, weak competitiveness of the status of a longer period in the future is difficult to be fundamentally changed. Global financial crisis and the development of software technology and other factors, led to a change in corporate IT investment behavior,mbt shoes, which will have long-term demand for computer hardware,mbt shoes, negative impact. Under the influence of cost and demand,US mbt shoes, the industry faces greater downward pressure on gross margins. Based on this,mbt shoes sold in us, the view of the computer hardware is a long-term bearish outlook.
GF Securities analysts believe that the computer hardware industry in 2010 from the theme of investment opportunities,mbt sandals clearance, the proposed long-term concern about cloud computing and the transformation and upgrading topics. First,discount mbt walking shoes, cloud computing is the network developed to a certain extent inevitable technical model,mbt lami, which allows the Internet this piece of virtual space as each individual or organization's data centers and computing centers,good mbt shoes, cloud computing will bring the information is expected to change the world,mbt sandals sale, to people's lives, a profound impact production; second,mbt shoes, transformation and upgrading is the further development of China's Yao Qiu Jing Ji,mbt shoes, Yong Xin Xi transformation Zhuantongchanye,mbt shoes, is the transformation and upgrading of the main Tujing specialization in traditional industry information Gaizao enterprises have the ability to continue to grow.
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