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提升电子行业长期竞争力长城证券认为,产业振兴政策对我国电子元器件行业将构成实质性利好,有利于电子行业的长期发展,主要体现在促进产业技术升级和优化产业结构两个方面。短期内我国电子元器件行业也将因扩大内需和财税扶持政策受益,有望在年内度过景气谷底,开始新的征程。
Enhance the long-term competitiveness of the electronics industry Great Wall Securities believes that the policy of industrial revitalization of China’s electronic components industry will constitute a substantial positive benefit to the long-term development of the electronics industry, mainly in the promotion of industrial technology upgrading and optimization of industrial structure in two aspects. In the short term, China’s electronic components industry will also benefit from expanding domestic demand and fiscal and tax support policies. It is expected to end the boom and start a new journey during the year.