Japanese mold will face five major issues

Japan's mold will face five major issues - shorten delivery time, reduce manufacturing costs, improve mold quality and precision, labor shortages and to meet the challenges of the above-mentioned mold powers. The earthquake has added to this situation. Many mold manufacturers in Japan have transferred their foreign investment in equipment reduction to post-disaster reconstruction. In the future, the growth of Japanese plastic molds, powder metallurgy molds, and die-casting molds will have uncertainties, while stamping molds and forging molds will tend to decrease.

On March 11th, 2011, a magnitude 9.0 earthquake struck the coast of Honshu Island in Japan and caused a tsunami, causing heavy casualties. We were deeply saddened by this strong earthquake and prayed for the Japanese people. We hope that the Japanese people can spend the day early. The catastrophe. Luo Baihui, executive director general of the International Die & Metals & Plastics Industry Suppliers Association, conducted a comprehensive analysis of the impact of the giant Shenzhen Dies Holdings and other companies in the Japanese earthquake.

Yihe’s OA customers are all Japanese manufacturers. The top five customers in 2009 were Konica Minolta, Fuji Xerox, Canon, Kyocera Mita, and Toshiba, respectively, and their OA revenue ratios were 21.9%, 16.0%, and 13.9 respectively. %, 7.0%, 6.2%, the main producing areas of the top four customers are not in the worst-hit areas, only Toshiba may be affected in part. The strong earthquake caused a serious impact on Japan’s northern industries, which are the major producers of semiconductors and electronic components in Japan. Specifically, many large semiconductor manufacturers are located in Iwate Prefecture, and Miyagi Prefecture manufactures electronic parts and electronic machinery. The bases and Sendai City are mainly MEMS fields for semiconductor-related industries, and Fukushima Prefecture mainly produce monocrystalline silicon wafers and semiconductor devices. The most affected electronics manufacturers are Toshiba and Sony. In addition, Matsushita, Sanyo, and Sharp are also affected. Based on this, Luo Baihui believes that the direct impact of the earthquake on Yihe Company is extremely limited. As for the supply of raw materials, the company has a small portion of steel and plastic pellets purchased in Japan, and since the related manufacturers are not in the strong earthquake region, it has little impact; in terms of product sales, almost all of the company’s spare parts are sold to Japanese customers in the Chinese mainland. The manufacturing base is purely based on domestic sales, so it has no direct impact. Only a very small part of the mold is sold to Japan, but the proportion is very small and can be basically ignored.

Indirect effects still need time to observe. The company’s product parts sold to Japanese customers still require chips and other electronic components to be assembled into finished products. However, the largest impact of this earthquake is on semiconductors such as chips. Therefore, it is not ruled out that there will be a few manufacturers’ printers in the near future. The shortage of chips and the inability to complete the assembly will indirectly affect the sales of the company, but this situation has not yet emerged. Luo Baihui believes that due to the tremendous destructive power of the earthquake, it is initially estimated that it will be difficult to restore the production of the electronics industry within 3 months, so the indirect effects still need time to observe. Due to the natural constraints of Japan's production conditions, in the long run, Japanese customers will not be excluded from increasing the speed of transferring production capacity, especially high-end production capacity, to China, and the company will greatly benefit from the progress and extent of production capacity transfer.

From the point of view of unexpected events, the earthquake-benefit shares continue two lines: one is the traditional disaster speculative route; the second is the nuclear crisis line. The former highlights the theme of earthquake relief. Among them, the concept of “shipping disaster relief” is more concerned because the earthquake will drag on the recovery process of the Japanese economy, and the negative impacts and disagreements on oil transport and container transportation are more, and the dry bulk market Short-term benefits may be due to alternative demand, such as China Ocean Shipping, China Merchants Steamship, COSCO Shipping and so on. This kind of subdivision theme lies in short-term grasp of its trading opportunities. In addition, due to the main layout of Japanese steel mills on the coast, many steel mills were forced to stop production due to the earthquake, which is expected to lead to an increase in steel prices. China's steel prices are currently the lowest in the world, and they can focus on the steel plate opportunities. In addition, the topics of "semiconductors and chips" and "OA appliances and their components" should also be concerned. In the worst-affected area, Iwate Prefecture is home to many large-scale semiconductor manufacturers. The earthquake has had a severe impact on the production capacity of these manufacturers, and opportunities for related domestic companies will be highlighted. The subject can be grasped on the midline, such as China Microelectronics, Changjiang Electronics, Ultrasonic Electronics, and Kangqiang Electronics. Similarly, the center line can focus on the home appliance related plate midline opportunities, stocks have Rainbow shares, Huayang Technology. In the course of the nuclear crisis, we should first focus on the subject of nuclear safety, which is subdivided into multiple subdivided concepts. Such as "anti-radiation" theme, stocks such as Changhong Technology, Hanwei Electronics, Jihua Group, Keno Technology. After this incident, it is not ruled out that other new energy sources receive financial attention, such as solar energy and its wind energy concept stocks, such as: Goldwind, Leshan Electric, CSG A, etc.