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04年电子元器件行业景气高涨,05年行业顶峰将至,各子行业冷暖不均。由于行业内重点公司P/E没有高估,因此无国际接轨压力,个股机会犹存。重点关注细分行业及个股机会:受周期调整影响小的细分子行业公司;产品结构优化、产能扩张、受惠产业转移的公司;垄断经营:歌华有线;新技术商用:南方汇通;半导体公司士兰微、长电科技长期依然值得关注。
In 2004, the economy of the electronic components industry was booming. The peak of the industry in 2005 was approaching, and the sub-sectors were uneven. Since the P/E, a key company in the industry, is not overvalued, there is no international pressure on the company and stock opportunities still exist. Focus on sub-industry and individual stock opportunities: Small molecule companies affected by the cycle adjustment; Companies with optimized product structure, capacity expansion, benefiting industry transfer; Monopoly: Gehua Cable; New technology and commercial use: South Huitong; Semiconductor companies Lan Wei and Changjiang Electronics Technology are still worth paying attention for a long time.