Category: Money tips Release Date: 2005-12-14
Source: Guangzhou Securities Author: Fei Yin
China's "Godson" through expert inspection, equity holders BLX G-variety where they stand! Let the world's attention, carrying forward the glorious dream of Chinese people "China's core", beating the main battlefield in the national economy "China's core", the market has taken a solid step in its market impact, of course it goes without saying, that the secondary market Who can do with the G variety of dance? IC chip package lead, the semiconductor industry pacesetter G Hongsheng 600,817 high hopes!
1, "Made in China" results, "Godson" market-oriented!
G Variety recent trend of strong, "Godson" concept made enormous contributions. September 13, according to Xinhua News Agency, Xinhua, the state 863 plan project, "Godson-2 processor-enhanced chip design" (ie, Godson 2E), 13 acceptance by experts in here. As a general-purpose 64-bit processor, Godson-2E become among the world outside the U.S. and Japan's highest-performing general-purpose processor, the performance reached the level of mid-range Pentium â…?processor. At present, the Godson 2E processor has started mass production and will be available before the end of 2006. "Godson" market-oriented, responsible Godson chip sales and marketing in Beijing BLX IC Design Co., Ltd.. Variety of shares currently held by BLX 49% of the shares it contributed to a unique variety of "Godson" concept.
2, "Godson" market-based, chip packaging market is big!
"Chip design, such as books and creation; chip manufacturing, just like books and printing; chip package, bound like a book." Godson of the design, development team for the CAS Institute of Computing, sales by BLX responsibility, but the Godson of the industry chain is very long , the industrialization after "Godson" packaging companies will benefit equally great.
G Hongsheng 600,817 is the IC package, leading domestic enterprises, "Godson" post-industrial packaging, "Godson" cinch. Internationally, IC packaging and testing industry in general accounts for 52% of sales. IC industrial chain that is the most important gains from the packaging and testing. Integrated circuits in the company's main business, the company unique CSP packaging series of memory, TSOP package memory products, high-capacity flash memory series, high-performance series of card reader. Large scale integrated circuit packaging and testing project technology is used BGA and CSP packages, products and dedicated memory chipsets mainly for domestic and international customers with high levels of packaging technology and a variety of packages for assembly and test foundry business , packaging, "Godson" of course is no longer under the words. With the "Godson" in mass-market production, and the global chip package to the Asian mainland China, particularly to the transfer of chip packaging is no doubt a huge market space, G Hongsheng 600,817 with the "Godson" packaging concept, it is expected to stimulate a rapidly rising stock prices.
3, semiconductor leader, and advanced models expect the market would agree!
In 2006, "Technology One Hundred" chart, the semiconductor industry, the top three are: G Hongsheng (600,817), Actions Semiconductor, Vimicro; its revenues top three are: SMIC, G Hongsheng ( 600,817), long electrical science and technology. As a body of industry leading enterprises in the peninsula, G Norcent original of the IC supply chain, this new business model, by controlling the supply chain, the whole process, the company plays in the supply chain organization, management, coordination, control of the key role. The supply chain companies in a relatively dominant position and the actual managers, through to fully tap the value of the value chain segments on the various links on the efficient integration of production enterprises open up the upstream and downstream bottleneck between the end customer, the company became the between downstream hub, achieving industrial chain management, in order to fully profit. As economic globalization deepens, the future of competition among enterprises will evolve into a competition between the supply chain, but it will just Hongsheng Technology supply chain management as their core competitiveness, once the market recognizes the value of advanced business model , G Hongsheng will greatly enhance the level of the valuation.
, "Godson" concept the opportunity to a huge variety in the G after the first launch is expected to package, "Godson" G Hongsheng semiconductor leader in the market is likely to become the next hot money game, stock ejected fierce counterattack, thereby striking. Trend point of view, G Hongsheng the current stock price is extremely oversold, and semiconductor stocks leading the identity of disproportionate, it is clear the outbreak Quotes around the corner.
