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021-58930560With the advent of the 5G era, listed companies in the electronic component industry chain are expected to take the lead in ushering in the development of the industry.
"The electronics industry will usher in a new round of innovation cycle. With the acceleration of 5G commercialization, the boom of the electronics industry is expected to increase." Shenzhen Huaqiang Securities Co., Ltd. held the Shenzhen Online Investor Collective Reception Day for the listed companies in the Shenzhen jurisdiction recently held Representative Huang Hui said.
Since entering the electronic component distribution market through merger and acquisition transformation in 2015, Shenzhen Huaqiang has now become one of the leading distributors of local electronic components and semiconductors. According to the previously disclosed semi-annual report, the company achieved operating income of 5.916 billion yuan in 2019, an increase of 17.80% year-on-year; net profit attributable to shareholders of listed companies was 342 million yuan, a decrease of 4.79% year-on-year; The net profit of profit and loss was 332 million yuan, a year-on-year increase of 2.92%.
According to the company, in the first half of 2019, the electronics industry in which the company is located is at an alternating stage of the old and new innovation cycles. Although there are bright spots, the overall prosperity is still sluggish, and the electronics industry as a whole is poised to take off. The reason why the net profit and operating income growth gap in the reporting period is relatively large, mainly because some electronic industry customers destock, prudent purchases and the mobile phone industry is in the 4G to 5G waiting period and other short-term disturbance factors, the company's distribution of high gross profit The proportion of products decreased.
The electronic component distribution market welcomes an outbreak again
Since August, many mobile phone manufacturers have launched their own 5G mobile phone products. Industry insiders generally believe that next year will usher in a large-scale 5G mobile phone replacement wave.
StrategyAnalytics' latest research report "5G Smartphone Sales: China Will Drive Rapid Growth in 2020" states that if 5G can take off as expected in China, global sales of 5G smartphones will reach 160 million in 2020. At the same time, StrategyAnalytics believes that 5G will occupy 10% of the global smartphone market in 2020 and reach 25% in 2021. Since then, 5G will become the "mainstream" of the global mobile phone market in 2024, with shipments accounting for more than 50%, and in China, this progress will undoubtedly be faster.
This also means that the electronic component distribution market is expected to usher in a new outbreak period. It is understood that the main business of Shenzhen Huaqiang is the distribution of electronic components. The electronic components distributed by the company are widely used in smart phone products. OPPO and VIVO are important customers of the company.
Huang Hui also said that as a professional authorized distributor of large electronic components, the company's electronic component distribution business is an important link in the electronic component industry chain connecting upstream electronic component design, manufacturers and downstream electronic product manufacturers. It is an indispensable intermediate link in the industrial chain. With the support of national policies, the upstream electronic component design, manufacturing and downstream terminal electronic product manufacturing industries in the domestic electronics industry chain are expected to achieve rapid development, and the authorized distribution business of electronic components that provides comprehensive services for the upstream and downstream of the domestic electronics industry chain will also be expected. Get faster development.
Accelerate the pace of industry integration and consolidate the leading position
"The electronics industry will usher in a new round of innovation cycle. In the new round of innovation cycle, the domestic substitution trend is expected to be further strengthened. The company's local electronic component authorized distribution industry has entered a period of rapid integration development in recent years, and the industry is concentrated The degree of continuous improvement, scale and platform trends are strengthened, but the ceiling of the industry's output value is still very high, and there is still much room for continued integration in this field." Huang Huidao.
It is understood that the company has established a new strategy to fully enter the electronic component distribution industry since 2014. In the following years, Shenzhen Huaqiang has continued to extend and expand along the electronic industry chain, acquiring Xianghai Electronics, Pengyuan Electronics, Qi Nuo Technology, and core The authorized distributors of electronic components such as Fei Electronics have initially completed the upstream passive component agent + active component agent, foreign product line agent + domestic product line agent, and the agent product line is more complete for downstream application fields. Complementary electronic component distribution platform layout.
For the next development plan, in the mid-term report, the company also said that it will continue to improve the transaction service platform of the entire electronic information industry chain, deepen the development of offline authorized distribution of electronic components and related upstream and downstream industries, improve the industrial layout, through the play The strong platform advantage of Huaqiang Semiconductor Group, integrating and optimizing the internal and external resources of the offline authorized distribution business of electronic components, striving to develop the agency rights of the world's first-class semiconductor original manufacturers and high-quality domestic original manufacturers, and opening up cutting-edge vertical applications such as data centers and 5G infrastructure , Internet of Things, automotive electronics, new energy, medical and other core devices and customer resources, continue to carry out the distribution industry and its upstream and downstream mergers and acquisitions and other forms of expansion, in the market competitiveness, market influence, enterprise management capabilities and enterprises In terms of operation scale and strength, it continued to grow bigger and stronger, and continued to strengthen the company's leading position in the domestic authorized distribution industry of electronic components.
