Having experienced the "salt of salt" storm, people seem to have talked about grabbing the color change. Since the Japanese electronic products have been affected by the earthquake and the gains are strong, does the camera magnify the “big rush†before the camera movement?
The earthquake in Japan has gradually become stable. Although there are still some small aftershocks in some areas, the entire country has begun to enter a state of recovery. Although accurate post-disaster statistics have not yet been announced, casualties, infrastructure damage, and factory shutdowns have apparently caused damage to the Japanese economy. Before the rumors of the earthquake will cause the shortage of electronic products chip supply is not obvious, so the surveillance camera manufacturers to stock a large number of Sony's movement is no longer a wise move.
According to media reports, some of Japan's factories shut down due to the earthquake and tsunami disasters have resumed production, but other factories are still facing problems such as power shortages. According to industry insiders, the biggest concern for the chip industry is the impact of the earthquake and tsunami disaster on the global high-tech industry supply chain. Although some problems remain unresolved in the coming months, the restoration of production in some factories is a signal that the worst moments have passed.
Japanese companies have suffered serious damage or promoted industrial changes. At present, compared with the direct destruction of the workshops caused by the earthquake in Japan, the destruction of infrastructure such as transportation and hydropower oil and gas has a longer-lasting impact on the security surveillance camera industry. Although Japanese-funded enterprises have set up factories in Southeast Asia and mainland China to assemble and package electronic products in recent years, this is only the lowest level of the industrial chain, and key raw materials still need to be produced in Japan.
As a whole, China's hardware industry still belongs to a low-level "manufacturing center" rather than a high-level "research and development center". The quality of local products and the production process are not enough to replace Japanese competitors. Therefore, the shortage of raw material supply will further reduce the gross profit margin of manufacturing companies.
Sony Corp. may become the most damaged Japanese electronics giant in the earthquake. Its factory is mainly distributed in the northeastern part of Japan, and it is close to the epicenter. After the earthquake, the company closed six factories. Most of its business activities in the Japanese market are suspended and the loss is currently being assessed.
However, as an important memory chip production base in the world, the impact of the earthquake on businesses in Korea and Taiwan can be positive. Analysts said that Samsung and Hynix ranked the top two in South Korea in overall strength, and in Taiwan, there were two powerful companies in power crystals and Maode. When Toshiba announced the closure of a factory, Samsung stated that the company had not been affected. Companies in other countries may use Sony's trapped machines to increase surveillance camera shipments. The liquid crystal panel industry in South Korea and Taiwan is also expected to gain some market opportunities when Japanese companies such as Sharp are trapped.
The overall impact on security is not long. In addition to the impact of these natural disasters, the prices of domestic surveillance camera movements have risen, and there is a “man-made disaster†effect. It is understood that the situation of out-of-stock prices is due to the lack of production capacity at the production site. On the other hand, there are also factors that the upstream agents maliciously drive up prices. According to analysis by industry insiders, the upper reaches of the channel should have one or two months of inventory in stock. They hold down and do not release the goods. Downstream distributors and consumers are inevitably hungry.
Because of the shortage of supply of chips, the news that prices continue to rise, some dealers have hoarded a batch of chip products. From the current situation, it is not necessary to stockpile goods.
It is understood that the price of surveillance camera movements soared 6-8 times, but buyers usually have relatively small purchases in the spot market. The current contract price is stable, but with the renegotiation of the contract, the price may be a mild upward trend.
With the gradual regression of the financial crisis in 2009, the security industry entered a period of rapid recovery and recovery in 2010. The inventory levels of various manufacturers and agents hit a record high. Although the current earthquake in Japan has an impact on production, the impact Must be short-term, will not cause serious shortages and price increases, want to take this earthquake to pick goods businesses need to be cautious, and the industry situation is still not clear, eager to pick up the goods there is a big risk!
The earthquake in Japan has gradually become stable. Although there are still some small aftershocks in some areas, the entire country has begun to enter a state of recovery. Although accurate post-disaster statistics have not yet been announced, casualties, infrastructure damage, and factory shutdowns have apparently caused damage to the Japanese economy. Before the rumors of the earthquake will cause the shortage of electronic products chip supply is not obvious, so the surveillance camera manufacturers to stock a large number of Sony's movement is no longer a wise move.
According to media reports, some of Japan's factories shut down due to the earthquake and tsunami disasters have resumed production, but other factories are still facing problems such as power shortages. According to industry insiders, the biggest concern for the chip industry is the impact of the earthquake and tsunami disaster on the global high-tech industry supply chain. Although some problems remain unresolved in the coming months, the restoration of production in some factories is a signal that the worst moments have passed.
Japanese companies have suffered serious damage or promoted industrial changes. At present, compared with the direct destruction of the workshops caused by the earthquake in Japan, the destruction of infrastructure such as transportation and hydropower oil and gas has a longer-lasting impact on the security surveillance camera industry. Although Japanese-funded enterprises have set up factories in Southeast Asia and mainland China to assemble and package electronic products in recent years, this is only the lowest level of the industrial chain, and key raw materials still need to be produced in Japan.
As a whole, China's hardware industry still belongs to a low-level "manufacturing center" rather than a high-level "research and development center". The quality of local products and the production process are not enough to replace Japanese competitors. Therefore, the shortage of raw material supply will further reduce the gross profit margin of manufacturing companies.
Sony Corp. may become the most damaged Japanese electronics giant in the earthquake. Its factory is mainly distributed in the northeastern part of Japan, and it is close to the epicenter. After the earthquake, the company closed six factories. Most of its business activities in the Japanese market are suspended and the loss is currently being assessed.
However, as an important memory chip production base in the world, the impact of the earthquake on businesses in Korea and Taiwan can be positive. Analysts said that Samsung and Hynix ranked the top two in South Korea in overall strength, and in Taiwan, there were two powerful companies in power crystals and Maode. When Toshiba announced the closure of a factory, Samsung stated that the company had not been affected. Companies in other countries may use Sony's trapped machines to increase surveillance camera shipments. The liquid crystal panel industry in South Korea and Taiwan is also expected to gain some market opportunities when Japanese companies such as Sharp are trapped.
The overall impact on security is not long. In addition to the impact of these natural disasters, the prices of domestic surveillance camera movements have risen, and there is a “man-made disaster†effect. It is understood that the situation of out-of-stock prices is due to the lack of production capacity at the production site. On the other hand, there are also factors that the upstream agents maliciously drive up prices. According to analysis by industry insiders, the upper reaches of the channel should have one or two months of inventory in stock. They hold down and do not release the goods. Downstream distributors and consumers are inevitably hungry.
Because of the shortage of supply of chips, the news that prices continue to rise, some dealers have hoarded a batch of chip products. From the current situation, it is not necessary to stockpile goods.
It is understood that the price of surveillance camera movements soared 6-8 times, but buyers usually have relatively small purchases in the spot market. The current contract price is stable, but with the renegotiation of the contract, the price may be a mild upward trend.
With the gradual regression of the financial crisis in 2009, the security industry entered a period of rapid recovery and recovery in 2010. The inventory levels of various manufacturers and agents hit a record high. Although the current earthquake in Japan has an impact on production, the impact Must be short-term, will not cause serious shortages and price increases, want to take this earthquake to pick goods businesses need to be cautious, and the industry situation is still not clear, eager to pick up the goods there is a big risk!
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