KESM 9334 INFORMATION OVERVIEW 2
Information Overview 2:
该集团主要是为汽车半导体提供焊接与检测服务和电子代工服务（EMS）。
该集团是国内最大的焊接公司。
该集团设下4年要把旗下的工厂营运智能化并达到工业4.0的要求。
该集团在2017年起已开始购买先进的机器来提高营运效率。
该集团认为各大车商将会推出新车款和车商也越来越重视环保车。
因此汽车半导体的份额会越来越多。
汽车领域收入占80至90%，剩余的是手机和电脑。
该集团有望在5G设备中得到更多的利益。
公司业绩下降的因素是美中贸易战对公司带来负面影响和全球半导体的销售量已下滑。
欧洲在去年9月强制实行汽车测试，如无法交出二氧化碳排放和油耗报告便不能在欧洲出售汽车。
这将导致公司赚幅减少。
Disclaimer:
The information contained in this research is based on data obtained from sources believed to be reliable. However, the data and/or sources have not been independently verified and as such, no representation, express or implied, is made as to the accuracy, adequacy, completeness or reliability of the info or opinions in the research.
Accordingly, neither 以牛攻熊 nor any of its related companies and associates nor person connected to it accept any liability whatsoever for any direct, indirect or consequential losses (including loss of profits) or damages that may arise from the use or reliance on the info or opinions in this publication. Any information, opinions or recommendations contained herein are subject to change at any time without prior notice. 以牛攻熊 has no obligation to update its opinion or the information in this research.
Investors are advised to make their own independent evaluation of the info contained in this research and seek independent financial, legal or other advice regarding the appropriateness of investing in any securities or the investment strategies discussed or recommended in this research. Nothing in this research constitutes investment, legal, accounting or tax advice or a representation that any investment or strategy is suitable or appropriate to your individual circumstances or otherwise represent a personal recommendation to you.
This research is being supplied to you on a strictly confidential basis solely for your information and is made strictly on the basis that it will remain confidential. All materials presented in this research, unless specifically indicated otherwise, is under copyright to 以牛攻熊. This research and its contents may not be reproduced, stored in a retrieval system, redistributed, transmitted or passed on, directly or indirectly, to any person or published in whole or in part, or altered in any way, for any purpose.
This research may provide the addresses of, or contain hyperlinks to, websites. 以牛攻熊 takes no responsibility for the content contained therein. Such addresses or hyperlinks (including addresses or hyperlinks to 以牛攻熊 own site material) are provided solely for your convenience. The information and the content of the linked site do not in any way form part of this research. Accessing such website or following such link through the research or 以牛攻熊 site shall be at your own risk.
该集团主要是为汽车半导体提供焊接与检测服务和电子代工服务（EMS）。
该集团是国内最大的焊接公司。
该集团设下4年要把旗下的工厂营运智能化并达到工业4.0的要求。
该集团在2017年起已开始购买先进的机器来提高营运效率。
该集团认为各大车商将会推出新车款和车商也越来越重视环保车。
因此汽车半导体的份额会越来越多。
汽车领域收入占80至90%，剩余的是手机和电脑。
该集团有望在5G设备中得到更多的利益。
公司业绩下降的因素是美中贸易战对公司带来负面影响和全球半导体的销售量已下滑。
欧洲在去年9月强制实行汽车测试，如无法交出二氧化碳排放和油耗报告便不能在欧洲出售汽车。
这将导致公司赚幅减少。
Disclaimer:
The information contained in this research is based on data obtained from sources believed to be reliable. However, the data and/or sources have not been independently verified and as such, no representation, express or implied, is made as to the accuracy, adequacy, completeness or reliability of the info or opinions in the research.
Accordingly, neither 以牛攻熊 nor any of its related companies and associates nor person connected to it accept any liability whatsoever for any direct, indirect or consequential losses (including loss of profits) or damages that may arise from the use or reliance on the info or opinions in this publication. Any information, opinions or recommendations contained herein are subject to change at any time without prior notice. 以牛攻熊 has no obligation to update its opinion or the information in this research.
Investors are advised to make their own independent evaluation of the info contained in this research and seek independent financial, legal or other advice regarding the appropriateness of investing in any securities or the investment strategies discussed or recommended in this research. Nothing in this research constitutes investment, legal, accounting or tax advice or a representation that any investment or strategy is suitable or appropriate to your individual circumstances or otherwise represent a personal recommendation to you.
This research is being supplied to you on a strictly confidential basis solely for your information and is made strictly on the basis that it will remain confidential. All materials presented in this research, unless specifically indicated otherwise, is under copyright to 以牛攻熊. This research and its contents may not be reproduced, stored in a retrieval system, redistributed, transmitted or passed on, directly or indirectly, to any person or published in whole or in part, or altered in any way, for any purpose.
This research may provide the addresses of, or contain hyperlinks to, websites. 以牛攻熊 takes no responsibility for the content contained therein. Such addresses or hyperlinks (including addresses or hyperlinks to 以牛攻熊 own site material) are provided solely for your convenience. The information and the content of the linked site do not in any way form part of this research. Accessing such website or following such link through the research or 以牛攻熊 site shall be at your own risk.
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