In the first half of the year, the leading market of White Horse shares indicates that the investment style of the market is biased in value and is expected to continue in the second half: The strong trend of the electronic components industry index in the first half of 2017 is mainly driven by the large market value of Baima Stock Driven from the quarterly data and the industry chain , The continued improvement in the operating results of White Bulls as well as the safety marginal effect of the valuation are the main reasons for the rise in the first half of the year. We think the relatively low market risk appetite reflected by such quotations will still be the market's basic attitude in the second half of the year.
模具是工业之母,现在的产品绝大部分都用模具生产的,唯有用模具才能使产品达到量产,提高效率,降低成本。也有极个别的手版或是标榜手工的产品才不用或是少用模具。现代已是高速工业化的世界,是没有办法离开模具的。
上半年白马股引领的行情预示市场投资风格偏向价值,下半年有望延续:2017年上半年电子元器件行业指数强劲的走势主要来自于大市值的白马股的推动从一季报的数据以及产业链了解的情况看,白马股在经营业绩方面的持续改善,以及在估值方面具备的安全边际效应是上半年上涨的主要原因。我们认为这种行情所反应的市场整体相对较低的风险偏好度仍然将会是下半年市场的基本态度。