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国元电子周报:板块微调,关注行业技术革新

国元证券 ·  Sep 8, 2016 08:45

Investment highlights:

The Shanghai Composite Index fell 0.10% this week,SZSE Indexdown 0.50%,GEM refers toThe decline was 0.87%, and the electronic sector fell 0.39%, ranking 13th out of Shenwan's 28 first-tier industries. Growth of individual stocks within the sector (IPOsExcluded) Top 3 places:Leybold Hi-Tech(+12.51%) /Shenzhen Huafa A (+11.40%)/Shengyi Technology(+10.66%); The last three positions of sector growth:NTU Optoelectronics(-11.13%)/be at peace and security(-9.10%)/Seven Star Electronics(-8.76%)

In terms of electronics industry news: LED chip and package prices have risen. Recently, there have been voices of price increases in the LED chip and packaging industry. This is another price increase since March of this year, after many LED chip and packaging manufacturers have increased their prices.applesThe “iPhone 8” is expected to be equipped with iris recognition. Apple is preparing to launch a new “stunning” phone and equip it with iris recognition technology. The industry thinks the new model is likely to be named iPhone 8. GE Lighting wants to survive with a broken wrist and will withdraw from the Asian and Latin American markets. According to recent media reports, GE Lighting's CEO said that the company will withdraw from the Asian and Latin American markets on November 30, 2016, focusing on the more profitable European and American markets and smart LED lighting products and platforms.

In terms of individual stock announcements:Changying PrecisionShanghai Qiyuan, a wholly-owned subsidiary, plans to jointly invest RMB 20 million with Changyingxin to establish Hydrogen Source (Shanghai) Power Technology Co., Ltd.;Beijing JunzhengIt is planned to acquire 100% of the shares of Beijing Haowei Technology Co., Ltd. and the premium New Third Board Company; NTU Optoelectronics shareholders lifted their pledge of 600,000 shares, with a total pledge of 20.97 million shares, accounting for 13.04% of the company's total share capital.

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