Electronic components procurement and market forecast in July 2022
In the first half of the year, the added value of China's electronic information manufacturing industry achieved rapid growth, the growth rate of export delivery value rose steadily......
1. Global manufacturing continues to fall, uncertainties increase
In July, the global manufacturing PMI index continued to fall. High inflation, geopolitical conflicts and repeated epidemics were the main factors for the weakening of the stability of the global economic recovery. In terms of sub-regions, the manufacturing PMIs of countries/regions including the United States, the euro area, Japan, the United Kingdom and China have continued to decline, and the risk of global economic stagflation is gradually increasing.
2. Electronic information manufacturing industry recovers steadily and maintains growth
In the first half of the year, the added value of China's electronic information manufacturing industry achieved rapid growth, the growth rate of export delivery value rose steadily, corporate revenue continued to increase, and investment maintained rapid growth.
3. Semiconductor growth slows, index tumbles
Judging from the capital market index, the Philadelphia Semiconductor Index rose by 20.69% in July, mainly due to the Q2 performance of leading companies, which boosted market sentiment; the China Semiconductor (SW) industry index fell slightly by 9.30%, and the market outlook was relatively conservative.