Before and after the Spring Festival, A-share electronic industry chain listed companies have successively disclosed the performance forecast for 2022. The trend of polarization is obvious. Some of them are expected to decline due to the weak market consumption, but some are expected to grow against the trend.
Behind the polarization of the performance of the electronic industry chain companies, it is more from the deeper business connection with a certain industry segment or even a certain industry company. The performance and share price performance of Birokhain companies are often related to the release rhythm of Apple's new products, with seasonal fluctuations; The company's performance in the electronic industry chain around mobile phones has also changed with the rise and fall of terminal market sales.
In contrast, companies in the upstream of the industrial chain can serve a wider variety of end markets; Or, with the consolidation of core business capabilities, the ability to move to a higher value chain end, and the industrial context to the process of diversified layout, and its anti-risk ability is also stronger
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