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2021-03-02

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4 Top Stocks From the Prospering Manufacturing Electronics Industry<blockquote>4只来自繁荣的制造业电子行业的顶级股票</blockquote>

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With the reopening of global economies, the industry is anticipated to gain from growth in domestic and international orders for products.<blockquote>ZacksManufacturing-Electronics行业似乎正在从经济活动的持续改善、制造工艺的技术进步、产品创新和电子商务业务的增长中获益。随着全球经济的重新开放，该行业预计将受益于国内和国际产品订单的增长。</blockquote>Industry players likeEaton Corporation plc&nbsp;(ETN) ,Emerson Electric Co.(EMR) ,II-VI Incorporated(IIVI) andRegal Beloit Corporation(RBC) are poised to capitalize on the opportunities and benefit from cost-control actions. The optimism surrounding the COVID-19 vaccine and the Federal Reserve’s easing policy to support the pandemic stricken economy bodes well.<blockquote>业内人士喜欢伊顿公司（ETN），艾默生电气公司。（电子病历），II-VI公司(IIVI)及富豪贝洛伊特公司(RBC)准备利用这些机会并从成本控制行动中受益。围绕新冠肺炎疫苗和美联储支持疫情经济的宽松政策的乐观情绪是个好兆头。</blockquote>About the Industry<blockquote>关于行业</blockquote>The Zacks Manufacturing-Electronics industry comprises companies that manufacture electronic products like battery charges, battery accessories, outdoor cabinet enclosures, power transmission products, electrical motion controls, water management products and motive power devices. Also, the firms offer state-of-the-art customer support and after-market services to end users.<blockquote>Zacks制造-电子行业由制造电池充电、电池配件、户外机柜外壳、电力传输产品、电气运动控制、水管理产品和动力设备等电子产品的公司组成。此外，这些公司还为最终用户提供最先进的客户支持和售后服务。</blockquote>The manufacturing electronic companies sell products and services in various types of end markets, including robotics, semiconductor, defense, aerospace, medical equipment and satellite communications.<blockquote>制造电子公司在各种类型的终端市场销售产品和服务，包括机器人、半导体、国防、航空航天、医疗设备和卫星通信。</blockquote>4 Trends Shaping the Future of Manufacturing Electronics Industry<blockquote>塑造制造业电子行业未来的4大趋势</blockquote>Healthy Orders &amp; Export Demand: The manufacturing electronics industry has been benefiting from consistent rise in the global economic activities. The industry participants have resorted to maintaining the production level per the rise in domestic and international orders for electronic products. Per the Institute for Supply Management’s (“ISM”) report published on Feb 1, the U.S. manufacturing activity expanded for the eighth month in a row in January. The ISM’s manufacturing index was 58.7% in January, a slight decline from 60.5% in the prior month. However, the PMI reading above 50 indicates the expansion of manufacturing activities. In addition, in January, new orders registered 61.1%, marking the eighth consecutive month of increase. Further, new export orders registered 54.9% in the month, up for the seventh consecutive month. This indicates the consistent recovery of economic activities in the sector as more companies are ramping up production with firm orders. In addition, a surge in the e-commerce bu<blockquote>健康的订单和出口需求：电子制造业一直受惠于全球经济活动的持续上升。随着电子产品国内外订单的增加，行业参与者不得不维持生产水平。根据供应管理协会（“ISM”）2月1日发布的报告，美国1月份制造业活动连续第八个月扩张。1月份ISM制造业指数为58.7%，较上月的60.5%略有下降。然而，PMI读数高于50表明制造业活动扩张。此外，1月份新订单增长61.1%，连续第八个月增长。此外，本月新出口订单增长54.9%，连续第七个月增长。这表明该行业的经济活动持续复苏，因为越来越多的公司正在通过确定的订单提高产量。此外，电子商务业务的激增</blockquote>siness has opened up opportunities for the industry participants.<blockquote>siness为行业参与者带来了机遇。</blockquote>Technological Advancement: Several electronics manufacturers have been focusing on digitizing their business operations, with the advent of new technologies and business models. Digitization has been allowing businesses to gain detailed insight into their operational performance, demand cycles, delivery status as well as supply-chain issues. This, in turn, has been enabling them to enhance operational productivity, product quality and lower costs, thus, improving competitiveness.<blockquote>技术进步：随着新技术和商业模式的出现，一些电子制造商一直专注于业务运营的数字化。数字化使企业能够详细了解其运营绩效、需求周期、交付状态以及供应链问题。这反过来又使他们能够提高运营生产力、产品质量和降低成本，从而提高竞争力。</blockquote>Demand in Electronics Services Market: The growing adoption of the latest manufacturing technologies and processes by original equipment manufacturers has led to increased integration of advanced electronic components into electronic devices. This is likely to continue supporting the electronics manufacturing services market as well. Also, companies like Emerson, which have exposure to the booming medical and life science markets, are experiencing strength across businesses on account of healthy demand for their products and solutions.<blockquote>电子服务市场需求：原始设备制造商越来越多地采用最新的制造技术和工艺，导致先进的电子元件越来越多地集成到电子器件中。这也可能继续支持电子制造服务市场。此外，像艾默生这样涉足蓬勃发展的医疗和生命科学市场的公司，由于对其产品和解决方案的健康需求，在各个业务领域都表现强劲。</blockquote>Persistent Woes: Despite the positives, some participants from the industry still remain wary of the lingering effects of the coronavirus-related issues on their businesses. Further, several players are facing challenges like the uncertain demand environment owing to the difficult Sino-U.S. trade relations and highly leveraged balance sheets.<blockquote>持续的灾难：尽管有积极的一面，一些行业参与者仍然对冠状病毒相关问题对其业务的挥之不去的影响保持警惕。此外，由于中美关系困难，一些参与者正面临需求环境不确定等挑战。贸易关系和高杠杆资产负债表。</blockquote>Zacks Industry Rank Indicates Strong Prospects<blockquote>Zacks行业排名表明前景强劲</blockquote>The Manufacturing – Electronics industry belongs to an 18-stock group within the broader ZacksIndustrial Productssector. The industry currently carries a Zacks Industry Rank #89, which places it in the top 35% of more than 250 Zacks industries.<blockquote>制造-电子行业属于更广泛的Zacks工业产品行业内的18只股票组。该行业目前在咤克斯行业排名第89位，在250多个咤克斯行业中排名前35%。</blockquote>The group’sZacks Industry Rank, which is basically the average of the Zacks Rank of all the member stocks, indicates bright near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperforms the bottom 50% by a factor of more than 2 to 1.<blockquote>该集团的Zacks行业排名基本上是所有成员股票Zacks排名的平均值，表明近期前景光明。我们的研究表明，Zacks排名前50%的行业的表现优于后50%的行业2比1以上。</blockquote>The industry’s positioning in the top 50% of the Zacks-ranked industries is a result of improved earnings prospects for the constituent companies in aggregate. Looking at the aggregate earnings estimate revisions, it appears that analysts are gaining confidence in this group’s earnings growth potential. The industry’s earnings estimates for 2021 have increased 15.6% since the end of May 2020.<blockquote>该行业在Zacks排名行业中排名前50%的地位是成分公司整体盈利前景改善的结果。从总体盈利预测修正来看，分析师似乎对该集团的盈利增长潜力越来越有信心。自2020年5月底以来，该行业对2021年的盈利预期增加了15.6%。</blockquote>Before we present a few Manufacturing – Electronics stocks, which look promising, it is worth taking a look at the industry’s performance and valuation picture.<blockquote>在我们介绍一些看起来很有前途的制造电子股票之前，值得先看看该行业的表现和估值情况。</blockquote>Industry Outperforms Sector &amp; the S&amp;P 500<blockquote>行业表现优于行业和标普500</blockquote>The Zacks Manufacturing – Electronics industry has outperformed its sector and the S&amp;P 500 in the past year. The stocks in the industry have collectively gained 41.6% compared with the Zacks Industrial Products sector’s growth of 37% and the S&amp;P 500’s rally of 25.4%.<blockquote>Zacks制造-电子行业在过去一年中的表现优于其行业和标普500。该行业的股票总体上涨了41.6%，而Zacks工业产品板块的涨幅为37%，标普500的涨幅为25.4%。</blockquote><img src=\"https://static.tigerbbs.com/4b6e972fa0e70f500495ce8b1d048cff\" tg-width=\"620\" tg-height=\"352\" referrerpolicy=\"no-referrer\">Manufacturing – Electronics Industry’s Valuation<blockquote>制造业-电子行业估值</blockquote>Price/Earnings (P/E) ratio is commonly used for valuing manufacturing stocks.<blockquote>市盈率（P/E）通常用于评估制造业股票。</blockquote>The industry’s forward 12-month P/E ratio is 25.18. This clearly shows that the industry is trading above the S&amp;P 500’s forward 12-month P/E ratio of 22.01 and the sector’s 22.9.<blockquote>该行业的远期12个月市盈率为25.18。这清楚地表明，该行业的交易价格高于标普500 22.01的远期12个月市盈率和该行业22.9的市盈率。</blockquote>Over the past five years, the industry has traded at the highest level of 26.24X forward 12-month earnings and lowest level of 13.62X. The median level was 18.03X over the same period.<blockquote>过去五年，该行业的12个月预期市盈率最高为26.24倍，最低为13.62倍。同期的中位水平为18.03倍。</blockquote>Manufacturing – Electronics Industry’s Valuation Versus Sector<blockquote>制造业-电子行业的估值与行业</blockquote><img src=\"https://static.tigerbbs.com/33db2ad698fa4980b3c020742f3b660e\" tg-width=\"620\" tg-height=\"338\" referrerpolicy=\"no-referrer\">Manufacturing – Electronics Industry’s Valuation Versus S&amp;P 500<blockquote>制造业-电子行业的估值与标普500</blockquote><img src=\"https://static.tigerbbs.com/a23de1537bda76dba31c6732b46ac0c3\" tg-width=\"620\" tg-height=\"348\" referrerpolicy=\"no-referrer\">4 Manufacturing - Electronics Stocks Moving Ahead of the Pack<blockquote>4只制造业电子股走在前列</blockquote>Below, we have discussed four stocks from the industry that have solid growth opportunities despite the prevalent pandemic uncertainties. The stocks currently carry a Zacks Rank #2 (Buy). You can seethe complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.<blockquote>下面，我们讨论了该行业的四只股票，尽管大流行的不确定性普遍存在，但它们仍具有坚实的增长机会。这些股票目前在咤克斯排名第二（买入）。你可以在这里看到今天咤克斯排名第一（强力买入）股票的完整列表。</blockquote>Eaton Corporation: It is a diversified power management company, and a global technology leader in electrical components and systems. It is likely to benefit from investments in new products, acquisitions, multi-year restructuring program and shareholder-friendly policies in the quarters ahead.<blockquote>伊顿公司：它是一家多元化的电源管理公司，也是电气元件和系统的全球技术领导者。未来几个季度，它可能会受益于对新产品、收购、多年重组计划和股东友好政策的投资。</blockquote>Shares of this Dublin, Ireland-based company have gained 36.1% in the past year. It recorded better-than-expected results in each of the trailing four quarters, with the positive earnings surprise being 13.69%, on average. Also, the company’s earnings estimates have improved 16.3% for 2021 and 15% for 2022 in the past 30 days.<blockquote>这家总部位于爱尔兰都柏林的公司的股价在过去一年中上涨了36.1%。过去四个季度的业绩均好于预期，平均盈利惊喜率为13.69%。此外，过去30天内，该公司2021年的盈利预期提高了16.3%，2022年的盈利预期提高了15%。</blockquote><img src=\"https://static.tigerbbs.com/57380e5c5ee07c1b2e326fa97cbc1d3f\" tg-width=\"620\" tg-height=\"365\" referrerpolicy=\"no-referrer\">Emerson Electric: The global engineering and technology company is primarily engaged in offering a wide range of products and services to customers in consumer, commercial and industrial markets. It is poised to benefit from strength across its medical, life science, food and beverage, and residential end markets as well as a robust backlog level. Also, it is likely to gain from acquisitions it made over time. Further, it has a policy of rewarding shareholders handsomely.<blockquote>艾默生电气：这家全球工程和技术公司主要致力于为消费者、商业和工业市场的客户提供广泛的产品和服务。该公司有望受益于医疗、生命科学、食品和饮料以及住宅终端市场的实力以及强劲的积压水平。此外，随着时间的推移，它可能会从收购中获益。此外，它还制定了丰厚回报股东的政策。</blockquote>The stock of this St. Louis, MO-based company has gained 29.5% in the past year. It reported better-than-expected results in each of the last four quarters, with the positive earnings surprise being 21.53%, on average. In the past 30 days, the company’s earnings estimates have moved up 6.3% for fiscal 2021 (ending September 2021) and 4.3% for fiscal 2022 (ending September 2022).<blockquote>这家总部位于密苏里州圣路易斯的公司的股价在过去一年中上涨了29.5%。该公司过去四个季度的业绩均好于预期，平均盈利惊喜率为21.53%。在过去30天内，该公司2021财年（截至2021年9月）的盈利预期上调了6.3%，2022财年（截至2022年9月）的盈利预期上调了4.3%。</blockquote>Price and Consensus: EMR<blockquote>价格和共识：EMR</blockquote><img src=\"https://static.tigerbbs.com/4333190a0a3d71e8f24c49818d8bf1d0\" tg-width=\"620\" tg-height=\"369\" referrerpolicy=\"no-referrer\">II-VI: Based in Saxonburg, PA, the company engages in designing, manufacturing and marketing optical and opto-electronic components, devices and materials throughout the world. It is well poised to benefit from strength across several end markets including datacom, telecom and wireless communications, along with 5G optical infrastructure buildout. Also, favorable trends across its life sciences, semiconductor capital equipment, and aerospace &amp; defense end markets bode well.<blockquote>II-VI：该公司总部位于宾夕法尼亚州萨克森堡，在全球范围内从事光学和光电元件、设备和材料的设计、制造和营销。随着5G光基础设施的建设，它有望受益于数据通信、电信和无线通信等多个终端市场的实力。此外，其生命科学、半导体资本设备以及航空航天和国防终端市场的有利趋势也是个好兆头。</blockquote>Shares of this company have returned 174.3% in the past year. It reported better-than-expected results in each of the last four quarters, with the positive earnings surprise being 83.68%, on average. In the past 30 days, the company’s earnings estimates have improved 7.1% for fiscal 2021 (ending June 2021) and 6.5% for fiscal 2022 (ending June 2022).<blockquote>该公司的股票去年回报率为174.3%。该公司过去四个季度的业绩均好于预期，平均盈利惊喜率为83.68%。过去30天，该公司2021财年（截至2021年6月）的盈利预期提高了7.1%，2022财年（截至2022年6月）的盈利预期提高了6.5%。</blockquote>Price and Consensus: IIVI<blockquote>价格和共识：IIVI</blockquote><img src=\"https://static.tigerbbs.com/a9c6f0b463e81b83bd9f732655dd4e6d\" tg-width=\"620\" tg-height=\"365\" referrerpolicy=\"no-referrer\">Regal Beloit: The company is primarily engaged in manufacturing electrical and mechanical motion control products. It is poised to benefit from business-restructuring initiatives, supply-chain efforts and cost-saving measures. Also, improved order trends across its businesses bode well in the quarters ahead. Further, it has a policy of rewarding shareholders handsomely.<blockquote>Regal Beloit：该公司主要从事制造电气和机械运动控制产品。它有望从业务重组举措、供应链努力和成本节约措施中受益。此外，其业务订单趋势的改善预示着未来几个季度的好兆头。此外，它还制定了丰厚回报股东的政策。</blockquote>The stock of this Beloit, WI-based company has gained 68.9% in the past year. It reported better-than-expected results in each of the last four quarters, with the positive earnings surprise being 31.56%, on average. In the past 30 days, the company’s earnings estimates have moved up 2.5% for 2021 and 8.2% for 2022.<blockquote>这家总部位于威斯康星州贝洛伊特的公司的股价在过去一年中上涨了68.9%。该公司过去四个季度的业绩均好于预期，平均盈利惊喜率为31.56%。过去30天，该公司2021年盈利预期上调2.5%，2022年盈利预期上调8.2%。</blockquote>Price and Consensus: RBC<blockquote>价格和共识：RBC</blockquote><img src=\"https://static.tigerbbs.com/9553cbefa0afbdadc311b846be4354f8\" tg-width=\"620\" tg-height=\"367\" referrerpolicy=\"no-referrer\"><blockquote></blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>4 Top Stocks From the Prospering Manufacturing Electronics Industry<blockquote>4只来自繁荣的制造业电子行业的顶级股票</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n4 Top Stocks From the Prospering Manufacturing Electronics Industry<blockquote>4只来自繁荣的制造业电子行业的顶级股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nzacks2021-03-02 16:57\n\n</h4>\n</header>\n<article>\nThe ZacksManufacturing - Electronicsindustry seems to be gaining from consistent improvement in economic activities, technological advancements in manufacturing processes, product innovation and growth in e-commerce business. With the reopening of global economies, the industry is anticipated to gain from growth in domestic and international orders for products.<blockquote>ZacksManufacturing-Electronics行业似乎正在从经济活动的持续改善、制造工艺的技术进步、产品创新和电子商务业务的增长中获益。随着全球经济的重新开放，该行业预计将受益于国内和国际产品订单的增长。</blockquote>Industry players likeEaton Corporation plc&nbsp;(ETN) ,Emerson Electric Co.(EMR) ,II-VI Incorporated(IIVI) andRegal Beloit Corporation(RBC) are poised to capitalize on the opportunities and benefit from cost-control actions. The optimism surrounding the COVID-19 vaccine and the Federal Reserve’s easing policy to support the pandemic stricken economy bodes well.<blockquote>业内人士喜欢伊顿公司（ETN），艾默生电气公司。（电子病历），II-VI公司(IIVI)及富豪贝洛伊特公司(RBC)准备利用这些机会并从成本控制行动中受益。围绕新冠肺炎疫苗和美联储支持疫情经济的宽松政策的乐观情绪是个好兆头。</blockquote>About the Industry<blockquote>关于行业</blockquote>The Zacks Manufacturing-Electronics industry comprises companies that manufacture electronic products like battery charges, battery accessories, outdoor cabinet enclosures, power transmission products, electrical motion controls, water management products and motive power devices. Also, the firms offer state-of-the-art customer support and after-market services to end users.<blockquote>Zacks制造-电子行业由制造电池充电、电池配件、户外机柜外壳、电力传输产品、电气运动控制、水管理产品和动力设备等电子产品的公司组成。此外，这些公司还为最终用户提供最先进的客户支持和售后服务。</blockquote>The manufacturing electronic companies sell products and services in various types of end markets, including robotics, semiconductor, defense, aerospace, medical equipment and satellite communications.<blockquote>制造电子公司在各种类型的终端市场销售产品和服务，包括机器人、半导体、国防、航空航天、医疗设备和卫星通信。</blockquote>4 Trends Shaping the Future of Manufacturing Electronics Industry<blockquote>塑造制造业电子行业未来的4大趋势</blockquote>Healthy Orders &amp; Export Demand: The manufacturing electronics industry has been benefiting from consistent rise in the global economic activities. The industry participants have resorted to maintaining the production level per the rise in domestic and international orders for electronic products. Per the Institute for Supply Management’s (“ISM”) report published on Feb 1, the U.S. manufacturing activity expanded for the eighth month in a row in January. The ISM’s manufacturing index was 58.7% in January, a slight decline from 60.5% in the prior month. However, the PMI reading above 50 indicates the expansion of manufacturing activities. In addition, in January, new orders registered 61.1%, marking the eighth consecutive month of increase. Further, new export orders registered 54.9% in the month, up for the seventh consecutive month. This indicates the consistent recovery of economic activities in the sector as more companies are ramping up production with firm orders. In addition, a surge in the e-commerce bu<blockquote>健康的订单和出口需求：电子制造业一直受惠于全球经济活动的持续上升。随着电子产品国内外订单的增加，行业参与者不得不维持生产水平。根据供应管理协会（“ISM”）2月1日发布的报告，美国1月份制造业活动连续第八个月扩张。1月份ISM制造业指数为58.7%，较上月的60.5%略有下降。然而，PMI读数高于50表明制造业活动扩张。此外，1月份新订单增长61.1%，连续第八个月增长。此外，本月新出口订单增长54.9%，连续第七个月增长。这表明该行业的经济活动持续复苏，因为越来越多的公司正在通过确定的订单提高产量。此外，电子商务业务的激增</blockquote>siness has opened up opportunities for the industry participants.<blockquote>siness为行业参与者带来了机遇。</blockquote>Technological Advancement: Several electronics manufacturers have been focusing on digitizing their business operations, with the advent of new technologies and business models. Digitization has been allowing businesses to gain detailed insight into their operational performance, demand cycles, delivery status as well as supply-chain issues. This, in turn, has been enabling them to enhance operational productivity, product quality and lower costs, thus, improving competitiveness.<blockquote>技术进步：随着新技术和商业模式的出现，一些电子制造商一直专注于业务运营的数字化。数字化使企业能够详细了解其运营绩效、需求周期、交付状态以及供应链问题。这反过来又使他们能够提高运营生产力、产品质量和降低成本，从而提高竞争力。</blockquote>Demand in Electronics Services Market: The growing adoption of the latest manufacturing technologies and processes by original equipment manufacturers has led to increased integration of advanced electronic components into electronic devices. This is likely to continue supporting the electronics manufacturing services market as well. Also, companies like Emerson, which have exposure to the booming medical and life science markets, are experiencing strength across businesses on account of healthy demand for their products and solutions.<blockquote>电子服务市场需求：原始设备制造商越来越多地采用最新的制造技术和工艺，导致先进的电子元件越来越多地集成到电子器件中。这也可能继续支持电子制造服务市场。此外，像艾默生这样涉足蓬勃发展的医疗和生命科学市场的公司，由于对其产品和解决方案的健康需求，在各个业务领域都表现强劲。</blockquote>Persistent Woes: Despite the positives, some participants from the industry still remain wary of the lingering effects of the coronavirus-related issues on their businesses. Further, several players are facing challenges like the uncertain demand environment owing to the difficult Sino-U.S. trade relations and highly leveraged balance sheets.<blockquote>持续的灾难：尽管有积极的一面，一些行业参与者仍然对冠状病毒相关问题对其业务的挥之不去的影响保持警惕。此外，由于中美关系困难，一些参与者正面临需求环境不确定等挑战。贸易关系和高杠杆资产负债表。</blockquote>Zacks Industry Rank Indicates Strong Prospects<blockquote>Zacks行业排名表明前景强劲</blockquote>The Manufacturing – Electronics industry belongs to an 18-stock group within the broader ZacksIndustrial Productssector. The industry currently carries a Zacks Industry Rank #89, which places it in the top 35% of more than 250 Zacks industries.<blockquote>制造-电子行业属于更广泛的Zacks工业产品行业内的18只股票组。该行业目前在咤克斯行业排名第89位，在250多个咤克斯行业中排名前35%。</blockquote>The group’sZacks Industry Rank, which is basically the average of the Zacks Rank of all the member stocks, indicates bright near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperforms the bottom 50% by a factor of more than 2 to 1.<blockquote>该集团的Zacks行业排名基本上是所有成员股票Zacks排名的平均值，表明近期前景光明。我们的研究表明，Zacks排名前50%的行业的表现优于后50%的行业2比1以上。</blockquote>The industry’s positioning in the top 50% of the Zacks-ranked industries is a result of improved earnings prospects for the constituent companies in aggregate. Looking at the aggregate earnings estimate revisions, it appears that analysts are gaining confidence in this group’s earnings growth potential. The industry’s earnings estimates for 2021 have increased 15.6% since the end of May 2020.<blockquote>该行业在Zacks排名行业中排名前50%的地位是成分公司整体盈利前景改善的结果。从总体盈利预测修正来看，分析师似乎对该集团的盈利增长潜力越来越有信心。自2020年5月底以来，该行业对2021年的盈利预期增加了15.6%。</blockquote>Before we present a few Manufacturing – Electronics stocks, which look promising, it is worth taking a look at the industry’s performance and valuation picture.<blockquote>在我们介绍一些看起来很有前途的制造电子股票之前，值得先看看该行业的表现和估值情况。</blockquote>Industry Outperforms Sector &amp; the S&amp;P 500<blockquote>行业表现优于行业和标普500</blockquote>The Zacks Manufacturing – Electronics industry has outperformed its sector and the S&amp;P 500 in the past year. The stocks in the industry have collectively gained 41.6% compared with the Zacks Industrial Products sector’s growth of 37% and the S&amp;P 500’s rally of 25.4%.<blockquote>Zacks制造-电子行业在过去一年中的表现优于其行业和标普500。该行业的股票总体上涨了41.6%，而Zacks工业产品板块的涨幅为37%，标普500的涨幅为25.4%。</blockquote><img src=\"https://static.tigerbbs.com/4b6e972fa0e70f500495ce8b1d048cff\" tg-width=\"620\" tg-height=\"352\" referrerpolicy=\"no-referrer\">Manufacturing – Electronics Industry’s Valuation<blockquote>制造业-电子行业估值</blockquote>Price/Earnings (P/E) ratio is commonly used for valuing manufacturing stocks.<blockquote>市盈率（P/E）通常用于评估制造业股票。</blockquote>The industry’s forward 12-month P/E ratio is 25.18. This clearly shows that the industry is trading above the S&amp;P 500’s forward 12-month P/E ratio of 22.01 and the sector’s 22.9.<blockquote>该行业的远期12个月市盈率为25.18。这清楚地表明，该行业的交易价格高于标普500 22.01的远期12个月市盈率和该行业22.9的市盈率。</blockquote>Over the past five years, the industry has traded at the highest level of 26.24X forward 12-month earnings and lowest level of 13.62X. The median level was 18.03X over the same period.<blockquote>过去五年，该行业的12个月预期市盈率最高为26.24倍，最低为13.62倍。同期的中位水平为18.03倍。</blockquote>Manufacturing – Electronics Industry’s Valuation Versus Sector<blockquote>制造业-电子行业的估值与行业</blockquote><img src=\"https://static.tigerbbs.com/33db2ad698fa4980b3c020742f3b660e\" tg-width=\"620\" tg-height=\"338\" referrerpolicy=\"no-referrer\">Manufacturing – Electronics Industry’s Valuation Versus S&amp;P 500<blockquote>制造业-电子行业的估值与标普500</blockquote><img src=\"https://static.tigerbbs.com/a23de1537bda76dba31c6732b46ac0c3\" tg-width=\"620\" tg-height=\"348\" referrerpolicy=\"no-referrer\">4 Manufacturing - Electronics Stocks Moving Ahead of the Pack<blockquote>4只制造业电子股走在前列</blockquote>Below, we have discussed four stocks from the industry that have solid growth opportunities despite the prevalent pandemic uncertainties. The stocks currently carry a Zacks Rank #2 (Buy). You can seethe complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.<blockquote>下面，我们讨论了该行业的四只股票，尽管大流行的不确定性普遍存在，但它们仍具有坚实的增长机会。这些股票目前在咤克斯排名第二（买入）。你可以在这里看到今天咤克斯排名第一（强力买入）股票的完整列表。</blockquote>Eaton Corporation: It is a diversified power management company, and a global technology leader in electrical components and systems. It is likely to benefit from investments in new products, acquisitions, multi-year restructuring program and shareholder-friendly policies in the quarters ahead.<blockquote>伊顿公司：它是一家多元化的电源管理公司，也是电气元件和系统的全球技术领导者。未来几个季度，它可能会受益于对新产品、收购、多年重组计划和股东友好政策的投资。</blockquote>Shares of this Dublin, Ireland-based company have gained 36.1% in the past year. It recorded better-than-expected results in each of the trailing four quarters, with the positive earnings surprise being 13.69%, on average. Also, the company’s earnings estimates have improved 16.3% for 2021 and 15% for 2022 in the past 30 days.<blockquote>这家总部位于爱尔兰都柏林的公司的股价在过去一年中上涨了36.1%。过去四个季度的业绩均好于预期，平均盈利惊喜率为13.69%。此外，过去30天内，该公司2021年的盈利预期提高了16.3%，2022年的盈利预期提高了15%。</blockquote><img src=\"https://static.tigerbbs.com/57380e5c5ee07c1b2e326fa97cbc1d3f\" tg-width=\"620\" tg-height=\"365\" referrerpolicy=\"no-referrer\">Emerson Electric: The global engineering and technology company is primarily engaged in offering a wide range of products and services to customers in consumer, commercial and industrial markets. It is poised to benefit from strength across its medical, life science, food and beverage, and residential end markets as well as a robust backlog level. Also, it is likely to gain from acquisitions it made over time. Further, it has a policy of rewarding shareholders handsomely.<blockquote>艾默生电气：这家全球工程和技术公司主要致力于为消费者、商业和工业市场的客户提供广泛的产品和服务。该公司有望受益于医疗、生命科学、食品和饮料以及住宅终端市场的实力以及强劲的积压水平。此外，随着时间的推移，它可能会从收购中获益。此外，它还制定了丰厚回报股东的政策。</blockquote>The stock of this St. Louis, MO-based company has gained 29.5% in the past year. It reported better-than-expected results in each of the last four quarters, with the positive earnings surprise being 21.53%, on average. In the past 30 days, the company’s earnings estimates have moved up 6.3% for fiscal 2021 (ending September 2021) and 4.3% for fiscal 2022 (ending September 2022).<blockquote>这家总部位于密苏里州圣路易斯的公司的股价在过去一年中上涨了29.5%。该公司过去四个季度的业绩均好于预期，平均盈利惊喜率为21.53%。在过去30天内，该公司2021财年（截至2021年9月）的盈利预期上调了6.3%，2022财年（截至2022年9月）的盈利预期上调了4.3%。</blockquote>Price and Consensus: EMR<blockquote>价格和共识：EMR</blockquote><img src=\"https://static.tigerbbs.com/4333190a0a3d71e8f24c49818d8bf1d0\" tg-width=\"620\" tg-height=\"369\" referrerpolicy=\"no-referrer\">II-VI: Based in Saxonburg, PA, the company engages in designing, manufacturing and marketing optical and opto-electronic components, devices and materials throughout the world. It is well poised to benefit from strength across several end markets including datacom, telecom and wireless communications, along with 5G optical infrastructure buildout. Also, favorable trends across its life sciences, semiconductor capital equipment, and aerospace &amp; defense end markets bode well.<blockquote>II-VI：该公司总部位于宾夕法尼亚州萨克森堡，在全球范围内从事光学和光电元件、设备和材料的设计、制造和营销。随着5G光基础设施的建设，它有望受益于数据通信、电信和无线通信等多个终端市场的实力。此外，其生命科学、半导体资本设备以及航空航天和国防终端市场的有利趋势也是个好兆头。</blockquote>Shares of this company have returned 174.3% in the past year. It reported better-than-expected results in each of the last four quarters, with the positive earnings surprise being 83.68%, on average. In the past 30 days, the company’s earnings estimates have improved 7.1% for fiscal 2021 (ending June 2021) and 6.5% for fiscal 2022 (ending June 2022).<blockquote>该公司的股票去年回报率为174.3%。该公司过去四个季度的业绩均好于预期，平均盈利惊喜率为83.68%。过去30天，该公司2021财年（截至2021年6月）的盈利预期提高了7.1%，2022财年（截至2022年6月）的盈利预期提高了6.5%。</blockquote>Price and Consensus: IIVI<blockquote>价格和共识：IIVI</blockquote><img src=\"https://static.tigerbbs.com/a9c6f0b463e81b83bd9f732655dd4e6d\" tg-width=\"620\" tg-height=\"365\" referrerpolicy=\"no-referrer\">Regal Beloit: The company is primarily engaged in manufacturing electrical and mechanical motion control products. It is poised to benefit from business-restructuring initiatives, supply-chain efforts and cost-saving measures. Also, improved order trends across its businesses bode well in the quarters ahead. Further, it has a policy of rewarding shareholders handsomely.<blockquote>Regal Beloit：该公司主要从事制造电气和机械运动控制产品。它有望从业务重组举措、供应链努力和成本节约措施中受益。此外，其业务订单趋势的改善预示着未来几个季度的好兆头。此外，它还制定了丰厚回报股东的政策。</blockquote>The stock of this Beloit, WI-based company has gained 68.9% in the past year. It reported better-than-expected results in each of the last four quarters, with the positive earnings surprise being 31.56%, on average. In the past 30 days, the company’s earnings estimates have moved up 2.5% for 2021 and 8.2% for 2022.<blockquote>这家总部位于威斯康星州贝洛伊特的公司的股价在过去一年中上涨了68.9%。该公司过去四个季度的业绩均好于预期，平均盈利惊喜率为31.56%。过去30天，该公司2021年盈利预期上调2.5%，2022年盈利预期上调8.2%。</blockquote>Price and Consensus: RBC<blockquote>价格和共识：RBC</blockquote><img src=\"https://static.tigerbbs.com/9553cbefa0afbdadc311b846be4354f8\" tg-width=\"620\" tg-height=\"367\" referrerpolicy=\"no-referrer\"><blockquote></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.zacks.com/commentary/1271014/4-top-stocks-from-the-prospering-manufacturing-electronics-industry?art_rec=home-home-investment_ideas_stocks-ID04-txt-1133021\">zacks</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IIVI":"COHERENT CORP 6.00% MANDATORY CON PFD SER A","ETN":"伊顿","EMR":"艾默生电气","RBC":"RBC轴承"},"source_url":"https://www.zacks.com/commentary/1271014/4-top-stocks-from-the-prospering-manufacturing-electronics-industry?art_rec=home-home-investment_ideas_stocks-ID04-txt-1133021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124692805","content_text":"The ZacksManufacturing - Electronicsindustry seems to be gaining from consistent improvement in economic activities, technological advancements in manufacturing processes, product innovation and growth in e-commerce business. With the reopening of global economies, the industry is anticipated to gain from growth in domestic and international orders for products.Industry players likeEaton Corporation plc (ETN) ,Emerson Electric Co.(EMR) ,II-VI Incorporated(IIVI) andRegal Beloit Corporation(RBC) are poised to capitalize on the opportunities and benefit from cost-control actions. The optimism surrounding the COVID-19 vaccine and the Federal Reserve’s easing policy to support the pandemic stricken economy bodes well.About the IndustryThe Zacks Manufacturing-Electronics industry comprises companies that manufacture electronic products like battery charges, battery accessories, outdoor cabinet enclosures, power transmission products, electrical motion controls, water management products and motive power devices. Also, the firms offer state-of-the-art customer support and after-market services to end users.The manufacturing electronic companies sell products and services in various types of end markets, including robotics, semiconductor, defense, aerospace, medical equipment and satellite communications.4 Trends Shaping the Future of Manufacturing Electronics IndustryHealthy Orders & Export Demand: The manufacturing electronics industry has been benefiting from consistent rise in the global economic activities. The industry participants have resorted to maintaining the production level per the rise in domestic and international orders for electronic products. Per the Institute for Supply Management’s (“ISM”) report published on Feb 1, the U.S. manufacturing activity expanded for the eighth month in a row in January. The ISM’s manufacturing index was 58.7% in January, a slight decline from 60.5% in the prior month. However, the PMI reading above 50 indicates the expansion of manufacturing activities. In addition, in January, new orders registered 61.1%, marking the eighth consecutive month of increase. Further, new export orders registered 54.9% in the month, up for the seventh consecutive month. This indicates the consistent recovery of economic activities in the sector as more companies are ramping up production with firm orders. In addition, a surge in the e-commerce business has opened up opportunities for the industry participants.Technological Advancement: Several electronics manufacturers have been focusing on digitizing their business operations, with the advent of new technologies and business models. Digitization has been allowing businesses to gain detailed insight into their operational performance, demand cycles, delivery status as well as supply-chain issues. This, in turn, has been enabling them to enhance operational productivity, product quality and lower costs, thus, improving competitiveness.Demand in Electronics Services Market: The growing adoption of the latest manufacturing technologies and processes by original equipment manufacturers has led to increased integration of advanced electronic components into electronic devices. This is likely to continue supporting the electronics manufacturing services market as well. Also, companies like Emerson, which have exposure to the booming medical and life science markets, are experiencing strength across businesses on account of healthy demand for their products and solutions.Persistent Woes: Despite the positives, some participants from the industry still remain wary of the lingering effects of the coronavirus-related issues on their businesses. Further, several players are facing challenges like the uncertain demand environment owing to the difficult Sino-U.S. trade relations and highly leveraged balance sheets.Zacks Industry Rank Indicates Strong ProspectsThe Manufacturing – Electronics industry belongs to an 18-stock group within the broader ZacksIndustrial Productssector. The industry currently carries a Zacks Industry Rank #89, which places it in the top 35% of more than 250 Zacks industries.The group’sZacks Industry Rank, which is basically the average of the Zacks Rank of all the member stocks, indicates bright near-term prospects. Our research shows that the top 50% of the Zacks-ranked industries outperforms the bottom 50% by a factor of more than 2 to 1.The industry’s positioning in the top 50% of the Zacks-ranked industries is a result of improved earnings prospects for the constituent companies in aggregate. Looking at the aggregate earnings estimate revisions, it appears that analysts are gaining confidence in this group’s earnings growth potential. The industry’s earnings estimates for 2021 have increased 15.6% since the end of May 2020.Before we present a few Manufacturing – Electronics stocks, which look promising, it is worth taking a look at the industry’s performance and valuation picture.Industry Outperforms Sector & the S&P 500The Zacks Manufacturing – Electronics industry has outperformed its sector and the S&P 500 in the past year. The stocks in the industry have collectively gained 41.6% compared with the Zacks Industrial Products sector’s growth of 37% and the S&P 500’s rally of 25.4%.Manufacturing – Electronics Industry’s ValuationPrice/Earnings (P/E) ratio is commonly used for valuing manufacturing stocks.The industry’s forward 12-month P/E ratio is 25.18. This clearly shows that the industry is trading above the S&P 500’s forward 12-month P/E ratio of 22.01 and the sector’s 22.9.Over the past five years, the industry has traded at the highest level of 26.24X forward 12-month earnings and lowest level of 13.62X. The median level was 18.03X over the same period.Manufacturing – Electronics Industry’s Valuation Versus SectorManufacturing – Electronics Industry’s Valuation Versus S&P 5004 Manufacturing - Electronics Stocks Moving Ahead of the PackBelow, we have discussed four stocks from the industry that have solid growth opportunities despite the prevalent pandemic uncertainties. The stocks currently carry a Zacks Rank #2 (Buy). You can seethe complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.Eaton Corporation: It is a diversified power management company, and a global technology leader in electrical components and systems. It is likely to benefit from investments in new products, acquisitions, multi-year restructuring program and shareholder-friendly policies in the quarters ahead.Shares of this Dublin, Ireland-based company have gained 36.1% in the past year. It recorded better-than-expected results in each of the trailing four quarters, with the positive earnings surprise being 13.69%, on average. Also, the company’s earnings estimates have improved 16.3% for 2021 and 15% for 2022 in the past 30 days.Emerson Electric: The global engineering and technology company is primarily engaged in offering a wide range of products and services to customers in consumer, commercial and industrial markets. It is poised to benefit from strength across its medical, life science, food and beverage, and residential end markets as well as a robust backlog level. Also, it is likely to gain from acquisitions it made over time. Further, it has a policy of rewarding shareholders handsomely.The stock of this St. Louis, MO-based company has gained 29.5% in the past year. It reported better-than-expected results in each of the last four quarters, with the positive earnings surprise being 21.53%, on average. In the past 30 days, the company’s earnings estimates have moved up 6.3% for fiscal 2021 (ending September 2021) and 4.3% for fiscal 2022 (ending September 2022).Price and Consensus: EMRII-VI: Based in Saxonburg, PA, the company engages in designing, manufacturing and marketing optical and opto-electronic components, devices and materials throughout the world. It is well poised to benefit from strength across several end markets including datacom, telecom and wireless communications, along with 5G optical infrastructure buildout. Also, favorable trends across its life sciences, semiconductor capital equipment, and aerospace & defense end markets bode well.Shares of this company have returned 174.3% in the past year. It reported better-than-expected results in each of the last four quarters, with the positive earnings surprise being 83.68%, on average. In the past 30 days, the company’s earnings estimates have improved 7.1% for fiscal 2021 (ending June 2021) and 6.5% for fiscal 2022 (ending June 2022).Price and Consensus: IIVIRegal Beloit: The company is primarily engaged in manufacturing electrical and mechanical motion control products. It is poised to benefit from business-restructuring initiatives, supply-chain efforts and cost-saving measures. Also, improved order trends across its businesses bode well in the quarters ahead. Further, it has a policy of rewarding shareholders handsomely.The stock of this Beloit, WI-based company has gained 68.9% in the past year. It reported better-than-expected results in each of the last four quarters, with the positive earnings surprise being 31.56%, on average. In the past 30 days, the company’s earnings estimates have moved up 2.5% for 2021 and 8.2% for 2022.Price and Consensus: RBC","news_type":1,"symbols_score_info":{"IIVI":0.9,"EMR":0.9,"ETN":0.9,"RBC":0.9}},"isVote":1,"tweetType":1,"viewCount":377,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":5,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/365019705"}