Institutions investigate the popularity of the electronics industry, and the consumer electronics industry chain layout automobile electronics find new growth points

21st Century Business Herald reporter Zhang Sainan intern Huang Xiaoying Shanghai report

Institutions can often see the industry's trend.

The 21st Century Economic Herald reporter noticed that since July, in addition to the Robotic sector triggered the tide of institutions, the electronics industry has also attracted a lot of attention.

Wind data shows that a total of 559 listed companies were investigated in July, of which 62 of electronics, semiconductor and related equipment companies, machine vision manufacturers Ling Yunguang (688400.SH) received 252 institutional investigations, and the popularity of the electronics industry still continued to decrease. Essence

Furthermore, automotive electronics business is the main direction of institutional research. He Elita (002402.SZ), Langte Smart (300916.SZ), Yidong Electronics (301123.SZ), etc. are all asked about the progress of automotive electronics business.

Combined with the recent semi -annual reports announced by many companies, the performance of the automotive electronics business is quite eye -catching. Institutions believe that in the case of weak consumer electronics demand, automotive electronics is expected to achieve rapid growth.

Electronic enterprise quotation agency survey

During the July survey, Ling Yunguang attracted three and 252 institutions to collect investigations and led A -share electronic companies.

Ling Yunguang's main business is a machine vision and optical communication business. At present, it focuses on machine vision business. The company is a professional supplier that configures visual systems, intelligent visual equipment and core visual devices. It is one of the companies in my country earlier in the field of machine vision. Although algorithm software is regarded as the soul of machine vision, the 21st Century Economic Herald reporter noticed that Ling Yunguang began to expand upstream devices.

The latest survey records show that Ling Yunguang's current independent devices have basically not sold directly outside, mainly based on the form of raw materials, self -configured visual systems and intelligent visual equipment. At present, in the fields of display, 3C electronics, smart transportation and other fields, the company's independent camera has a high usage and is still low in other fields. In the field of smart transportation, the proportion of autonomous light sources is high.

Ling Yunguang explained that independent development of visual devices based on two major reasons: First, foreign mining standard devices cannot meet the specific needs of some downstream application scenarios, such as LCD panel detection. Screen detection. The second is that the independent development visual device can reduce the cost of the company and create the cost advantage of the company's products. Third, it can reduce the uncertainty risk of upstream supply.

From the perspective of downstream applications, 3C electronics, printing packaging, and display panels in the industrial field are the main downstream fields of Ling Yunguang. In the future, it will focus on expanding new energy fields such as lithium battery and photovoltaic.

In addition to Ling Yunguang, in the ranking of the number of survey institutions, the top electronic companies that entered the top are Takuang (002139.SZ) and Hetai, which were investigated by 202 and 129 institutions, respectively.

Tuo Bang shares mainly communicated with the institution in the first half of the year. It talked about the impact of the epidemic on production and operation, especially the customers in the Yangtze River Delta region and upstream semiconductor supply were affected to varying degrees; the supply chain was also greatly challenged by the challenge. It triggered the panic shortage and irrational price increases of the material, which caused the company to increase stocking, and there was still certain inventory and cost pressure after the epidemic.

And Thailand focuses on the development of the automotive electronic sector, which is called "smoother and faster than expected". On the one hand, the company's current mass -produced orders and client demand are higher than the forecast when winning the bid, and the company has increased production capacity for this. On the other hand, the cooperation projects with the vehicle factory have successively won the bid. In terms of seat comfort system, sky curtain, UWB, and integrated thermal management control, the market promotion is very fast and the number of projects in bidding projects has continued to rise.

Increase car electronic layout

The 21st Century Economic Herald reporter noticed that the current situation of consumer electronics demand adjustment has many signs in the survey records.

Yidong Electronics stated in the survey that the weak demand for consumer electronics products has a significant impact on the company's consumer products. Huanxu Electronics (601231.SH) admits that from the perspective of the company's own business structure, some products are related to consumption, and there are indeed some signs of repair.

In this case, institutions are also looking for new market increasing. Many institutions mention the related issues of automotive electronic business layout in the investigation.

An interesting phenomenon is that many companies increase the car business in order to hedge the risk of consumer electronics.

Langte Smart Smart Controller and Smart Products. The downstream applications are mainly smart homes and home appliances. In recent years, the application in the automotive field has been increasing. 7.72%in 2021.

In the investigation, the company said, "This year's automotive electronics business has grown rapidly. The company has made the original production space for automotive electronics business, which can support several billion output value."

In addition, Sinoshi Technology (300684.SZ), Union Optoelectronics (300691.SZ), Lan Dai Technology (002765.SZ), Beijing Junzheng (300223.SZ), Judi Optoelectronics (300303.SZ), De Run Electronics (002055555555 Many traditional consumer electronics companies such as .sz), Fuxin Technology (688662.SH), Shennan Circuit (002916.SZ) also explained the progress of the automotive electronics field.

According to the United Optoelectronics, the company's wholly -owned subsidiary and the car have begun to lay out the field of intelligent driving in the early days. The current products mainly include car lens and millimeter wave radar. Among them, the car lens has basically covered the national mainstream vehicle manufacturers and some first -line international brand car manufacturers. De Run Electronics's main electronic connectors and precision components are known for its Apple Industry Chain Company. However, in the latest institutional survey, the main content of the exchange is the layout of the company's entire vehicle beam business. It claims that it has covered traditional cars and new energy vehicles and high-tech markets. Beijing Mercedes -Benz, Volvo, SAIC -GM Wuling, BYD and other customers provide high -quality product supporting services.

There are also other consumer electronics companies who are asked if investors have products in the field of automotive electronics. On August 2nd, relevant personnel of Ling Yunguang told the 21st Century Business Herald reporter, "We will plan according to the strategy in the later period. There is no determined news at present, and the application of this field will be implemented."

The 21st Century Economic Herald reporter previously pointed out in the report that from the current trend, most of the consumer electronics companies expand their original products and technology. "It is expected to become a strong competitor in the smart car software and hardware market in the future.

Xia Qingying, an electronic analyst of Wanlian Securities, believes that the overall growth momentum of the electronic industry has switched at this stage. "High -performance computer groups, automobiles, the Internet of Things, and other contributions are increasing, and smartphones and other contributions are declining. At present, some domestic enterprises have continued to make breakthroughs in industrial chains and other industrial chains in automobiles, and the expansion of production capacity continues. Look, the investment value is outstanding. "

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