2018H1 electronic information manufacturing industry: IC imports and exports increased sharply, LCD panels dropped

In the first half of 2018, the electronic information manufacturing industry continued to maintain a steady growth trend. The growth rate of production and investment maintained a leading level in various industrial sectors. The overall operation of the industry remained stable, laying a solid foundation for the sustainable and healthy development of the industry throughout the year.

First, the overall situation

In the first half of the year, the added value of electronic information manufacturing enterprises above designated size increased by 12.4% year-on-year, faster than the growth rate of industrial enterprises above designated size by 5.7 percentage points; of which, the growth rate in June was 10.9%.

In the first half of the year, the export delivery value of the above-scale electronic information manufacturing industry increased by 6.1% year-on-year, and the growth rate dropped by 7.3 percentage points year-on-year. In June, the export value of electronic information manufacturing industry only increased by 1.5%.

According to customs statistics, in the first half of the year, among the main import and export products, the export value of integrated circuits increased by 31.1% year-on-year, and the growth rate accelerated by 29.4% year-on-year; the import value increased by 32% year-on-year, and the growth rate accelerated by 22.6 percentage points year-on-year. It fell by 4.1% year-on-year (up 3% in the same period last year); imports fell by 10.1% year-on-year (up 1.4% in the same period last year).

In the first half of the year, the revenue from the main business of electronic information manufacturing above designated size increased by 8.1% year-on-year, total profit decreased by 2.3% year-on-year, the main business profit margin was 4.27%, and the main business cost increased by 8.9%. At the end of June, the industry's receivables Accounts increased by 20.1% year-on-year, and finished goods inventory increased by 12.4%.

In the first half, down 2.5% year on year producer prices of electronic information industry. In June, down 2.5% year on year producer prices of electronic information industry, continuing a downward trend since the third quarter of last year, growth of 0.1%.

The first half of the electronic information industry fixed asset investment grew 19.7%, compared with January - May accelerate by 5.1 percentage points in which discrete semiconductor device manufacturing industry boom higher, investment growth momentum outstanding, an increase of 36.3%; integrated circuit manufacturing. Industry, electronic circuit manufacturing in the automotive electronics, artificial intelligence, 5G and other emerging markets, the investment momentum is good, up 31.2% and 27.5%.

Second, the main sub-sectors

(1) Communication equipment manufacturing

In the first half of the year, the added value of the communications equipment manufacturing industry increased by 13.4% year-on-year. The export delivery value increased by 11.5% year-on-year. Among the main products, mobile phone production increased by 3.4% year-on-year; the output of smart phones increased by 4.7%.

In the first half of the year, the revenue from the main business of the communications equipment manufacturing industry increased by 10.9% year-on-year, and the profit decreased by 4.3% year-on-year.

(II) Manufacturing of electronic components and electronic special materials

In the first half of the year, the added value of electronic components and electronic materials manufacturing increased by 15.4% year-on-year. The export delivery value increased by 10.3% year-on-year. Among the main products, the output of electronic components increased by 21.5%.

In the first half of the year, the revenue from the main business of electronic components and electronic materials manufacturing increased by 10.8% year-on-year, and the profit increased by 17.8%.

(3) Electronic device manufacturing

In the first half of the year, the added value of electronic components manufacturing increased by 14.3% year-on-year. The export delivery value increased by 1.5% year-on-year. Among the main products, the output of integrated circuits increased by 15%.

In the first half of the year, the revenue from the main business of electronic components manufacturing increased by 6.9% year-on-year, and the total profit decreased by 12.7%.

(iv) Computer manufacturing

In the first half of the year, the added value of the computer manufacturing industry increased by 7.6% year-on-year. The export delivery value increased by 5.6% year-on-year. Among the main products, the output of microcomputer equipment increased by 0.5% year-on-year, of which notebook computer production increased by 1.7% year-on-year; %.

In the first half of the year, the main business income of the computer manufacturing industry increased by 6.8% year-on-year, and the profit increased by 13.4% year-on-year. The profit of computer complete machine manufacturing and computer peripheral equipment manufacturing in the sub-sector increased by 36.7% and 14.8% respectively.

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