"Mr.
Lin, what are you busy with?
I happen to be in Xiangjiang today, do you have time to come out and talk?
”The car drove away, and Xiao Bai immediately called Lin Jiadong and invited the other party to come out and sit."
What do I have to keep up with?
I've always had a lot of time on the weekends.So, come to me for tea, I just happened to make some good tea. ”Lin Jiadong said that he was resting at home, and he asked Xiao Bai to go home."
Good!
I'll be there in about forty minutes. ”Xiao Bai was not verbose, and then hung up.Lin Jiadong lives in Repulse Bay, and his villa is not too big, but in a place like Xiangjiang, where every inch of land is valuable, it can definitely be called a mansion.Xiao Bai came to Lin Jiadong's house very smoothly."
Xiao Dong, why do you have time to come to me for tea today?"
Lin Jiadong took out his treasured good tea leaves, made a pot of tea, and then sat in the living room with Xiao Bai and talked."
I happened to have nothing to do alone, so I thought I'd come out and take a spin.Mr.
Lin, there is something that may trouble you after a while......"
Xiao Bai casually talked about Times Optoelectronics Co., Ltd.'
s plan for a new round of financing.At present, Times Optoelectronics Co., Ltd. has submitted an application for additional issuance to the relevant departments in the mainland, and after the completion of this matter, it will consider financing in Xiangjiang in the future."
It's easy to say!
The performance of Times Optoelectronics is acceptable, especially this year's performance will increase significantly, and there will be no concern. ”Lin Jiadong smiled, this matter was simply easy for him, so he agreed.The two then changed the topic and talked about the economic situation at home and abroad, especially some views on the post-financial crisis era.On many issues, the two still have a lot of the same views.Speaking of specific problems, Xiao Bai took Times Optoelectronics as an example and deliberately talked about the struggle between domestic LCD panel companies and Japanese-funded LCD panel companies."
The domestic economy should have surpassed R in the past two years, and at the enterprise level, Japanese companies will continue to lead in a few traditional advantageous industries, and most industries will have irreversible recession."
In the end, Xiao Bai concluded that the domestic economic aggregate will soon surpass the R-capital.Lin Jiadong doesn't think that the domestic economy will be able to surpass R so soon, of course, this matter is not what he is most concerned about, what he is most concerned about is that Times Optoelectronics will eventually win."
Xiao Dong, so the LCD panel company will be completely defeated in the future?
Wouldn't the next era optoelectronics have to face Korean-funded LCD panel companies alone?
”"It doesn't matter, Times Optoelectronics has reached the top of the industry in terms of technology and scale.This advantage will not be short-lived, but will continue to be maintained and carried forward. ”Xiao Bai introduced his own vision for the development of optoelectronics to Lin Jiadong, and he was full of confidence in the future."
Haha, it's still Xiao Dong, you're a cow!"
After hearing this, Lin Jiadong laughed and couldn't help but give a thumbs up.Xiao Bai sat here in Lin Jiadong for an afternoon, and it wasn't until Tian Chunxiu called him that he got up to say goodbye and returned to the Deep Water Bay Villa.Lin Jiadong originally wanted to invite Xiao Bai out for dinner, but Xiao Bai politely refused on the pretext that there was something at home.After Xiao Bai left, Lin Jiadong walked to the study, sat there alone and thought for a while, and suddenly laughed."
The LCD panel industry is a bit interesting, the love-hate relationship between Times Optoelectronics and SHARP, you can really make a TV series."
Lin Jiadong suddenly had inspiration, he happened to lack the subject of hype during this time, but he didn't expect Xiao Bai to come to the door to chat, but it gave him new ideas.Then, he made a few phone calls and went out the door.Monday.Xiao Bai was sitting in the office of the headquarters park working on documents, and Yang Yan walked in with a stack of materials."
Xiao Dong, this is the Yingsheng Investment Mr.
Cui, he said that you can take a look when you have time, it is the LCD panel industry analysis done by many institutions and brokerages in Xiangjiang."
These materials were uploaded by Cui Mingda earlier, and the secretary sorted out and printed them, and Yang Yan sent them to him."
Well, you put it on the table, I'll see it later."
Xiao Bai raised his head and smiled at Yang Yan, and then continued to work with his head down.When he was done with everything he was doing, he stood up and moved for a while before picking up the stack of materials and flipping through them.The data summarizes the analysis of the LCD panel industry by major institutions and securities companies in Xiangjiang, which focuses on the analysis of Times Optoelectronics and Oriental Technology.They believe that after the Japanese-funded LCD panel companies are gradually squeezed out of the market, there are actually only domestic enterprises and South Korean companies in this industry.Considering that the strength of the two sides is very close, there is a high probability that the entire industry will usher in a relatively peaceful development period, the revenue and profit indicators will be quite eye-catching, the investment value will be highlighted, and the stock prices of relevant listed companies will perform well in the future."
Haha, Mr.
Lin's movements are really fast!"
Xiao Bai didn't have to guess to know that this must be Lin Jiadong's handiwork.And this time the hand is very big, and the other party is obviously going in the direction of industry hype.This is actually Xiao Bai's purpose when he went to Lin Jiadong that day, there are some things he can't say clearly, which needs to test the other party's understanding.Now that this answer has been placed in front of Xiao Bai's eyes, it shows that Lin Jiadong is definitely a person who understands everything.There are pros and cons to industry hype, and it is a double-edged sword for the business itself.But in a specific situation, it can play a role in shifting thousands of pounds.It is only a superficial problem that is conducive to the refinancing of enterprises, and if the industry speculation can form a trend, it will play an accelerator role in accelerating the decline of Japanese-funded LCD panel companies.In fact, this is also a psychological implication, implying that the winner has been decided, at least indicating the attitude of the capital market.As a result, many manufacturers of terminal products, such as color TV companies, computer display companies, mobile phone companies, etc., will reduce or stop cooperating with Japanese-funded LCD panel companies.Xiao Bai then put down the information in his hand, grabbed the phone and dialed Wei Feng.He had nothing else to do with Wei Feng, but asked the other party to widely publish the views of analysts from various institutions in Xiangjiang on the Internet.So far, Xiao Bai has launched a general attack on Japanese-funded LCD panel companies from the aspects of hard power, soft power and public opinion.In addition to Dongfang Technology, there are also Korean-funded enterprises such as S Star and LG.All of a sudden, the Japanese-funded LCD panel companies represented by SHARP were in turmoil.The rapid reduction of orders also represents a rapid decrease in revenue and profits, and it is difficult to say whether it can survive the price war or recession cycle once it encounters a price war or recession cycle.Hong kong.After Lin Jiadong completed the preparation of public opinion, he met with Zhang Yilin and Jiang Yifan again to discuss specific operation methods."
Zhang Dong, Yifan, we will fully bloom this time, but the focus is still on Times Optoelectronics.My side has begun to tentatively intervene in Times Optoelectronics and Oriental Technology, and my counterparts in the mainland have also begun to intervene in related stocks. ”Lin Jiadong's plan this time is huge, and the linkage between the Hong Kong market and the mainland market, including LCD panel manufacturing, equipment and material suppliers, etc., is his goal.But the focus is still on Times Optoelectronics, they have a part of the bottom position before, and they will quickly complete the opening of the position."
Mr.
Lin, this time there is a lot of movement, we should mainly focus on economies of scale, and we don't have to pursue absolute rates of return."
Zhang Yilin reminded Lin Jiadong, meaning that he should not be too greedy."
Zhang Dong, you can rest assured.Lin is always an old fox, he will make trade-offs, so we don't have to be in a hurry. ”Jiang Yifan didn't want to put shackles on Lin Jiadong, so it was better to let the other party play freely."
I know it in my heart, you can all rest assured."
Lin Jiadong also felt that Zhang Yilin's words were reasonable, his thoughts were similar to those of the other party, this wave was pursuing economies of scale, he would be out of the game in advance, and let others earn the rest of the profits.Soon, there were changes in the LCD panel industry-related stocks in the Xiangjiang market and the domestic market.Among them, the most eye-catching performance is naturally Times Optoelectronics and Oriental Technology.Xiao Bai didn't pay much attention to the securities market, and in the next period of time, he and Li Longbin toured around the country.This trip is mainly to inspect the consumer market in various places, focusing on LCD color TVs, monitors, mobile phones and other products."
Dong Xiao, Mr.
Yang, their promotions are very effective.According to incomplete statistics,At present, the market share of LCD color TV in China has broken through75%The average selling price has also decreased significantly compared with previous years。
”The two went from south to north and had a clear understanding of the performance of the color TV alliance.The color TV alliance represented by Kangjia Electronics is accelerating the popularization of LCD TVs in China.The premise of this is that the price of the product has dropped significantly, so that ordinary consumers can afford and use it.At the same time, they are also making efforts in high-end large-size LCD TVs, and squeezing the market share of foreign products, especially "Japanese products", with high cost performance."
Yes, the Color TV Alliance is doing a really good job!
Just last month, the sales of R's LCD TVs in China fell by 30%. ”Xiao Bai saw Yang Xuecheng's real achievements, and R's LCD TV products are becoming "non-mainstream" in China.In fact, in recent years, domestic home appliance companies have completely risen and are becoming the so-called "head players".The decline of Japanese-funded home appliance companies and Japanese-funded LCD panel companies is just a microcosm, representing the change in strength between the two countries.The two went out for half a month before returning to the deep city.During this period of time, Times Optoelectronics has maintained the first position in the global shipment of TFT-LCD panels."
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Xiao Dong, there is good news."
After Xiao Bai returned to Shencheng, Shang Liancheng's deputy came to report to him.The good news that the other party said is that the "fruit company" began to purchase mobile phone screens from Times Optoelectronics, and the other party has been cooperating with S Star before."
Good news indeed!
However, for fruit companies, this is only for the security of the supply chain, and the products purchased by the other party from us are also a minority. ”Xiao Bai congratulated a few words, and then poured some cold water on the other party.Fruit Company's smartphone sales are good, especially its mobile phone products use its own operating system, which is better in terms of experience.But just like that, in general, the mobile phones of Wanwei Technology and the mobile phones of Sihai Electronics are a little stronger than the other party in the domestic market, and the sales in the international market are slightly inferior.Coupled with the purchase of mobile phone screens of fruit companies, most of them are given to companies such as S stars, and less than 20% of the orders are given to Times Optoelectronics."
Xiao Dong, I understand!
We'll keep trying. ”Shang Liancheng's deputy hurriedly expressed his position, and Xiao Bai smiled and didn't say anything more.Then the work report was over, and the other party left the office."
In a few years, I'm afraid I'll have to change the track again."
Xiao Bai also got the latest issue of the compilation of business information today, and there was a news on it that attracted his attention.Fruit companies began to decide to test the OLED screens produced by S Star last month, and if there is no surprise, a certain amount of purchases will be made in the future.South Korean companies such as S-Star and LG have no plans to build new TFT-LCD production lines for the time being, but their investment in OLED production lines continues to increase.Of course, OLED screens are still a long way to go to fully replace LED screens.As the head of the Department of the Times, Xiao Bai needs to take precautions and come up with a long-term development plan as soon as possible.Weekend.Xiao Bai decided to go on vacation to the mountain city.On the one hand, I would like to inspect the construction of the Oxide TFT-LCD production line, and on the other hand, I would like to discuss the future development strategy with Shang Liancheng."
Brother Xiao, Xiuxiu will take Ziyu to fly straight from ZH to Shancheng.We had to arrive earlier than they did, and we might have to wait more than an hour at the airport. ”During the flight, Liu Xiaoling and Xiao Bai chatted about the recent hype trend in the LCD panel industry.Xiao Bai asked her not to participate and wait and see what happened.Liu Xiaoling nodded, she also felt that there might be something here, but she had no intention of getting to the bottom of it, so she immediately changed the topic."
Then wait a minute, or we won't be able to get in."
Xiao Bai smiled and nodded, it was a joke that he couldn't enter the door, but Tian Chunxiu was responsible for the decoration and everything, and it was true that he went to the black with his eyes."
Brother Xiao, I have now put most of the funds in Xiangjiang, and the rest are okay with the United States, right?"
Liu Xiaoling has always wanted to ask Xiao Bai this question, and finally asked it today."
No problem, what can you do with a foundation?
Rest assured, the current asset allocation is very good, and there is no need to make a big move. ”Xiao Bai will not worry about the safety of his assets in North America for the time being, after all, Liu Xiaoling has gradually transferred most of his assets to Xiangjiang.As for the Pacific Heights property, he is ready to transfer it to Morrowind.While chatting and eating a little, the business plane then landed in the mountain city.Two hours later, Xiao Bai, Liu Xiaoling, and Tian Chunxiu walked into the door of the new house with the two little ones.He then walked around the house with Liu Xiaoling, the overall decoration style of the villa is quite good, after all, Tian Chunxiu's aesthetic vision is still okay.