09 in the First Half of Electronic Information Industry, Stabilized the Economy for the Better

half of 2009 by the international financial crisis,foreign investment declined. From January to May,
China's electronic information industry trend isthe electronic information industry for more than
clearly downward. Recently, as the household5 million yuan investment in fixed assets
appliances to the countryside, 3G construction,investment in the project is completed 167.57
expansion of domestic demand show the effectbillion yuan, up 17.3% year on year growth fell 7.5
of policies and industry of the positive changes inpercentage points. From the industry perspective,
the growing and began to stabilize and to thehome audio visual sector investment fell 31.1
good sign. However, the decline in exports by apercent, electronic components sector investment
big margin, there is volatility in some industries andfell 7.8%, of which semiconductor integrated
areas of repeated phenomenon, the basis forcircuits and discrete devices decreased by 39.1%
industry as a whole does not rebound strong, stilland 14.2%, 17.6% in optoelectronics industry
need to pay close attention to the changinggrowth; communications equipment and computer
situation and to take positive measures to ensureindustries rose by 39.2 %, 19.1%. From the
the healthy development of the industry.enterprise perspective, foreign invested
Operating characteristics of the economyenterprises to invest in growth to decline from
Production of a continuous recovery in productthe first quarter, decreased by 16.8% over the
growth increased surface; economic efficiencyprevious 5 months expanded 13.4 percent decline.
continued to decline, decline gradually narrowing;(Vii) to reverse the declining trend in the eastern
export trend is clearly downward, the overallregion, central and western regions grew rapidly.
impact on the industry to further expand; showIn June, the eastern regional sales value increased
the effectiveness of policies, domestic marketby 1.6%, reversing the decline in the first 5
growth is more obvious; software businessmonths of momentum. Among them, Shanghai
revenues are steady down, the tendency of agrew by 7%, reversing a May decline ( 8.8%) of
service.the momentum; Jiangsu growth of 12.9%, an
(A) the production of a continuous recovery inincrease of 1.3 percentage points and up;
product growth surface increased. Since March,Shandong growth of 19.4%, an increase of 3.2
the above scale industrial added value of electronicpercent expansion the previous month; Beijing,
information manufacturing industry to graduallyTianjin, Guangdong, Zhejiang and Fujian were
reverse the declining trend in growth of 6.5% indown 3% 25%. In June, central and western
the month in June, an increase of more than inregional sales value rose 24.2%, 18.2%.
April, May were increased by 5.4, or 2.2 percent,The future situation and the main products
the cumulative increase in the first 6 months ofdevelopment forecast
industrial values fell 0.6%. Gradual return toFrom an international point of view, the export
growth in some key products, in June, focusing onsituation are still not optimistic; from home, the
monitoring of 27 products, 11 product outputdomestic market is gradually warmed up again;
shows positive growth in May more than twowith some leading indicators of view, the next
products. Program controlled switches whichindustrial development is not optimistic.
output increased 25.2%, reversing two months ofFrom an international point of view, the export
negative growth in the previous situation; mobilesituation is still not optimistic. According to IDC and
phones declined by 2.9%, a decline of more thanother international markets advisory body to
in April, May narrowed by 6.4 and 1.5 percentageinvestigate the first quarter, worldwide mobile
points; micro computers, monitors grew 38.2%,phone shipments down 15%, color TV shipments
16.2 %, an increase of more than in Maydropped 6 percent, the computer unit shipments
increased by 20.1, 11.4 percentage points; colordeclined 7%, IC revenues declined 30% annual IT
TV up 3.8% over the May rate of increase fellmarket is expected to decline up more than 3%,
11.1 percentage points; integrated circuits, digitalmobile phone, color TV, computers, integrated
cameras continue to negative growth ( 13.5% andcircuits, etc. The main products shipments were
14.1%), decrease respectively, compared withdown 5% 20%. Since the end of 2008, the EU
May to expand 2.5, 5 percentage points.introduced in the color TV sets, set top boxes,
(B) the economic efficiency continued to decline,external power supply and other six areas of eco
decline gradually narrowing. From January to May,design directive issued a proposed energy
more than the size of electronic informationefficiency equivalent to the domestic level, the
industry realized main business income 1.6853stringent requirements of China's exports of
trillion yuan, down 8.5%, decrease compared withelectronic products to create new barriers to
January February narrowed a decrease of 7.5trade.
percentage points; profit of 38.5 billion yuan, downAt home, the domestic market is gradually
41%, narrower than the January February dropwarmed up again. Countries to expand domestic
44.7 percentage points. Communicationsdemand and promoting economic development
equipment industry realized profits of 13.9 billion,policy effects continue to appear, the State
an increase of 35.1% of e information 11 majorCouncil officially released this year, third generation
industry profits are the only growth industries;mobile communications license of the year is
electronic devices is the only loss (78 billion)expected to more than 280 billion yuan
industry, where integrated circuit industry, a lossinvestment in the communications industry,
of 19.4 billion, a loss of 11.9 billion electronicespecially in the second quarter, markedly
vacuum devices; computers, audio visualaccelerated the process after the network
equipment, electronic components industry profitconstruction, will boost communication equipment
decreased 30%.industry. Home appliances to the countryside
(Iii) export trend is clearly downward, the overallpolicy, continuous improvement, implementation of
impact on the industry to expand. As theproducts and geographic scope, increasingly
international market dried up, 1 June exports ofstimulate the growth of consumption in rural
electronic information products 188.9 billion U.S.household appliances. Triple play faster, telecom
dollars, down 22.9%, including electronicoperators throughout the year the number of
components, the device industry, exportscustomized mobile Internet will be more than one
decreased by 37.8%, 23.3%, raw materials formillion notebook units to the computer industry to
processing trade exports dropped by 36.3%,bring new opportunities. However, the current
22%, Guangdong, Jiangsu and other provinces andpolicy of expanding domestic demand can not be
cities in nine coastal dropped 7% 36%. The declinecompletely as the promotion of long term market
in exports to the industry wide sales of the sidemechanisms, but also industrial core of the
effects become more prominent, the first 6foundation is weak, key technologies and
months of export delivery value of any decline incomponents controlled by others, low level
sales volume dropped by 7.4 percentage points, isredundant construction, and other deep seated
1.77 times its total decline of more than in Mayproblems will remain in a long time constraints
has further expanded 0.34 percentage points.industrial development, the macro changes in the
(D) show the effectiveness of policies, theenvironment are also is the impact of industry,
domestic market growth more evident. Fromtraditional advantages, requiring co ordination to
January to June, more than the size of thetake measures to maintain a stable industrial
domestic electronic information industry outputstructure adjustment and development, expanding
growth of 8.7%, of which 15% in the seconddomestic demand and stable to promote industrial
quarter, compared with the first quarter growthexports, and many a balanced and healthy
rate increased by 10 percentage points. 3Gdevelopment.
investment in the telecommunications industry,With some leading indicators, the next industrial
driven by the impact of the first half ofdevelopment is still not optimistic. First, imports
telecommunications equipment manufacturingcontinued to decline, 1 June of electronic
industry increased 7.6% in domestic sales, includinginformation products imports fell 27.3%, in
switching equipment industry increased 35.7%.particular, electronic components, electronic
Home appliances to the countryside and the tradecomponents, electronic materials and other basic
in policies to stimulate consumption of homeindustries decreased by 40.1%, 21.8%, 33.7%, will
appliances market, 1 June home audio visualaffect the exports of the next machine. Second,
industry, domestic production rose 15.1%, ofhome audio visual, electronics and other industries
which 33.2% increase in the month in June, aninvest in decline, especially in integrated circuits,
increase of more than in April, May, respectivelysemiconductor discrete devices, printed circuit
increased 17.6, 10.7 points. At present, theboards and other basic industries investment
domestic components prices gradually picked up,decreased by 39.1%, 14.2%, 14.4%, will affect
but the machine prices continue to decline.the industry for sustained development. Third, the
(E) software revenue declined largely, servicesmarket has yet to resume in June of electronic
trend to accelerate. From January to June, theinformation hundred orders for nearly half of the
software industry was 427.02 billion yuancompanies are still negative growth, Zhongguancun
revenue, an increase of 22.7% down year onelectronics market sentiment index in May fell
year increase of 7.7 percentage points. Onemore than 5%. Taken together, the first half of
month in June increased 20.8%, compared withthe electronic information industry downward
May down 1.6 percentage points. Obvious trend oftrend likely to continue into the third quarter, but
software as a service, software, technicalthe decline will be somewhat narrowed, predicted
services increased by 33.4%, of which softwarethat the annual revenue growth rate of the
outsourcing services revenue increased as muchmanufacturing sector 10% of the scheduled
as 87.7%. From the key provinces and cities ofbeginning of the year will fall to about 5% of
view, growth of 31.7% in Jiangsu Province,electronic information products Overall exports will
Shanghai increased by 22.1%, 20.8% growth incontinue to be a negative growth in the software
Guangdong Province, Beijing increased 16.2%.industry revenue growth remained at around
(Vi) investment in fixed assets slowed down,20%.