This report will be on the global industrial competition mode of evolution and evolution of China's IT industry perspective, the investment value of the IT industry excavation. We will re-examine China's electronics industry's competitive edge and global position, and comparative analysis with investment in the mining industry and Motor run capacitor of the value of listed companies.

New markets: With manufacturers capacity expansion tends to be cautious, in 2008 the electronics industry supply and demand balance will produce a new order, and the emerging markets will become an important force in need of support;

     New Technology: Technology upgrade is the theme of the electronics industry, energy saving and environmental protection, consumer promotion, demand Innovation is the theme of technological upgrading. Solar energy, LED, power management, 3 G, VISTA, digital TV will become the dominant technology upgrades, which will help the firms in the upstream components vendor performance and growth;

     New enterprises: from the perspective of the global comparison, China's electronic components listed companies in profitability and growth, superior; vertical comparison, the listed companies in the high-end technology, high-end customers access to new breakthroughs with the large number of quality new shares, the listing of the new shares, industry overall quality has improved, industry investment value emerging.

     New opportunities: the launch of the GEM and national policies to Motor run capacitor support the development of the electronics industry will become the propellant force, the electronics industry will have new opportunities for development.

Appreciation of the renminbi against the United States and the electronics industry to the economic recession brought about by the development problems, we, as new markets, new technologies, new businesses for clues, will invest in the electronics industry is divided into three categories: 1, the lower reaches of the domestic market to support the industry chain, Technology upgrade for import substitution; 2, the electronics manufacturing industry and application integration, will be smiling curve to the value of the two ends of the transfer, in the industry in the application of investment value; 3, we are still optimistic about achieving through technical upgrading the strategy of going out into the international manufacturers supply system of the enterprise value of long-term investments, long-term view, China's electronics companies are for the big market, the demand is not the fundamental, and the improvement of competitiveness of enterprises and profitable model is the conversion of mining investment in the electronics industry value of the listed companies Motor run capacitor Spindle.