Recently, the Ministry of Industry and Information Technology (hereinafter referred to as the Ministry of Industry and Information Technology) announced the foreign trade figures for the electronic information industry in January this year. The data shows that under the combined effect of the stabilization of international market demand and the surprise export of domestic enterprises before the holiday, the foreign trade of electronic information products in China has continued to grow rapidly since last year. Among them, the export value of mobile phones was 4.2 billion US dollars, an increase of 88.8%, which became the main factor driving the export growth of the communications equipment industry. For a long time, as a national and even global mobile phone manufacturing center, the Pearl River Delta has always played an absolute main role in growth. It is worth noting that according to the Southern Reporter, with the long-term acceptance of overseas operators and brand ODM and OEM business, many Pearl River Delta mobile phone manufacturers have begun to implement their own brand expansion strategies after accumulating relevant experience. Seeking longer-term development. This has led to a significant increase in the export of products based on private labels in the overall export. They are trying to cross, from no name to no name to a face with a face.
Mobile phone exports increased significantly
Recently, the Ministry of Industry and Information Technology website announced the import and export of electronic information products in January. In the same month, China's electronic information products trade continued to grow rapidly since last year, with a total import and export volume of 86.9 billion US dollars, an increase of 34.6%, of which exports 49.1 billion US dollars, an increase of 31.5%, accounting for 32.6% of the country's foreign trade exports; communications equipment exports The growth was outstanding, with a year-on-year increase of 66.4%, and the growth rate ranked first among all segments.
In terms of subdivision, the top three products in terms of export value are: 6.7 billion US dollars for notebook computers, 4.2 billion US dollars for mobile phones, and 2.6 billion US dollars for integrated circuits. It is worth noting that although mobile phone exports are not as good as notebook computers, they have increased by 88.8% year-on-year; notebook computers have increased by only 6.1%.
It is also because of the rapid growth of mobile phone exports that the growth of the entire communications equipment industry is also quite prominent. In the same month, the total export value of communication equipment was US$9.2 billion, a year-on-year increase of 66.4%, much higher than the industry average. The statistics also show that the export of private enterprises has grown rapidly, which is higher than the average growth rate of exports by 29.2 percentage points. At the same time, the export of foreign-funded enterprises (foreign-made brands made in China and exported overseas) is lower than the industry average.
In the financial reports of some established domestic mobile phone listed companies, the export market has also become a highlight.
The 2010 annual report released by ST Bird (600130) shows that the annual net profit is 42.259 million yuan, an increase of 168.88%. "In recent years, with the increase of domestic mobile phone penetration rate and the trend of mobile phone intelligence, low-end mobile phones The sales volume in China is declining, while in Africa, South Asia, India and Bangladesh, and some South American countries, mobile phone sales are growing rapidly and in absolute quantity.†Bird attributed the growth to the sharp increase in demand in foreign markets. And said that the company has transformed into a model in which the design, production and sales of mobile phones and mobile phone accessories are the main business, and has adapted to this trend.
Over the years, the main business of export-oriented TCL Communication (2618.HK) 2010 financial report shows that the annual sales income of 7.555 billion yuan, an increase of 97.73%, net profit of 611 million yuan (in Hong Kong dollars 702 million yuan) ), a year-on-year increase of 200%. The financial report shows that in 2010, TCL Communication's overseas market sales increased by 155% year-on-year; Europe, Middle East and Africa market grew by 109%; the Americas market sales increased by 194%.
Four-fold growth in the Indian market
The TCL and waveguide examples are just the tip of the iceberg. Every year, tens of thousands of mobile phones made in China, brands without brands, OEMs for foreign operators, and OEMs for other brands, are exported overseas. Since last year, this number has suddenly exploded and has begun to jeopardize vested interests in the industry.
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