The meeting lasted until noon, and everyone spoke enthusiastically, and Chen Yisheng tried his best to answer everyone's questions.In the end, Shang Liancheng's plan was approved without suspense.This time, the construction of the 5.5 generation LTPS\LCD\AMOLED production line will be dominated by listed companies, and other parties will not participate (except for the construction site).It just so happens that Times Optoelectronics Co., Ltd. has recently completed a new round of financing, and with more than 20 billion yuan in cash, it is more than enough to invest in this project.However, there is no final decision on the construction location of this production line, but it is tentatively planned to be built in Rongcheng, but the possibility of changing the location is not ruled out.This mainly depends on the outcome of the negotiations with Rongcheng.Times Optoelectronics already has a number of production lines in Rongcheng, and it is still unknown whether Rongcheng has the motivation to come up with real money to support it.After the meeting.Everyone went to lunch together, and then Xiao Bai called Juwenson and Chen Yisheng to his office."
Mr.
You, Mr.
Chen, the negotiation with Rongcheng will be handed over to the two of you.This matter is mainly based on Mr.
You, Mr.
Chen, you are assisted from the side, and I hope to have a result as soon as possible. ”Xiao Bai straightforwardly assigned tasks to the two, negotiation is Juwenson's strength, and Chen Yisheng provides technical support."
Okay, Xiao Dong!"
Both of them are veterans who have experienced ups and downs, and Xiao Bai does not need to deliberately explain the details.Then the two took the order and flew to Rongcheng early the next morning, and began to contact Rongcheng, hoping to explore the other party's bottom line.Rongcheng has a strong interest in this 5.5 generation LTPS\LCD\AMOLED production line.Times Optoelectronics already has a 5th generation TFFT-LCD production line in Chengdu before, in a sense, the construction of a 5.5th generation LTPS\LCD\AMOLED production line actually represents a technological upgrade."
Xiao Dong, I talked with Rongcheng for two rounds, and they decided to invest 7 billion yuan to participate in the construction of this 5.5 generation LTPS\LCD\AMOLED production line.In addition, policy support will be provided in other areas, and the conditions are similar to those in the past. ”On the third day of Juvinson's arrival in Chengdu, good news came back.His negotiations with Rongcheng this time were very smooth, after all, it was not the first time that Rongcheng had cooperated with Times Optoelectronics, and everyone did not need to detour."
Mr.
You, since this is the case, then you should sign a contract with Rongcheng as soon as possible."
Xiao Bai smiled, it seemed that his previous worries were a little redundant.When Rongcheng built the 5th generation TFT-LCD production line at Times Optoelectronics, it reserved all the conditions for expanding the scale.The current construction of this new project can at least save some of the time of civil construction."
Okay, Xiao Dong.The day after tomorrow, Mr.
Shang will also rush over from Shancheng, and I will sign an agreement with Mr.
Shang with Rongcheng at that time. ”Juvinson then hung up and quickly passed the draft of the agreement to Xiao Bai.There is nothing to tangle with the terms of this kind of agreement, Xiao Bai just looked at the capital contribution and equity ratio of the two parties, and signed his name and passed it back to Juvinson and others.Times Optoelectronics Co., Ltd. then signed a contract with Rongcheng.According to the agreement, the 5.5 generation LTPS/LCD/AMOLED project in Rongcheng has a total investment of 22 billion yuan.Among them, Times Optoelectronics Co., Ltd. invested 15 billion yuan, accounting for 83% of the shares.Rongcheng invested 7 billion yuan, accounting for 17% of the shares.In view of the relatively good construction conditions, the overall construction period was shortened to 22 months, and mass production was expected to be achieved within 25 months.After the start of the project, Chen Yisheng will be in charge of the overall responsibility.Shang Liancheng will continue to stay in Shancheng, and the construction of Shancheng's 8.5 generation (Oxide) TFT-LCD production line has also entered a critical period, and it is indeed impossible to leave.Times Optoelectronics' large-scale investment has not only caused a sensation in the industry, but also caused a greater trend in the securities market.However, there is no shortage of "sane" people at any time.The first to stand up was a domestic economist, who published an article bombarding Times Optoelectronics' large-scale financing behavior, calling Times Optoelectronics the "blood pumping machine" of the securities market.He has counted several financings from the beginning of the listing to the present, and the amount of financing is so large that it can rank among the top ten in the entire domestic market.However, corporate profits and other indicators are far from the forefront of listed companies, and the returns to shareholders are even less pitiful.At the end of his article, he said that in today's trend of internationalization, is it necessary to invest heavily in the development of the LCD panel industry?"
These pen sticks are really harmful!
I don't know if he's really blind or pretending to be blind?
If it weren't for the emergence of domestic LCD panel companies, whether it was a panel company on the island or a Japanese-funded and Korean-funded panel company, it would be strange not to sell the display screen at a high price!
”Shang Liancheng also saw this article in Shancheng, and when he called Xiao Bai, he was angry.The other party's article is stealing concepts in many places, completely ignoring the facts.Think about how the LCD panel companies on the island pitted domestic color TV companies back then?
How do Japanese-funded panel companies mess up one project after another?
What can't be made in China, people will grab excess profits, which has been confirmed countless times.For example, such as the program-controlled switch of the year, and then the early mobile phone, and the current memory module and so on."
Mr.
Shang, don't be so angry, it's not worth it!
I think this is because someone wants to bring back the stock price of Times Optoelectronics, which is why this argument appears.You continue to worry about the construction of your project, and I will take care of this matter. ”Xiao Bai comforted Shang Liancheng into a few words, and then hung up.He sat on the chair, his brows couldn't help frowning, the other party was really not good!
This round of the boom cycle of the panel industry has lasted for a long time, and there may be an inflection point and a U-turn at any time.At this time, guiding public opinion may promote the transformation of the cycle in advance, which shows that the other party's vision is still very vicious."
Xiao Yang, you go and let Changfeng prepare the car, I'm going to Xiangjiang."
Xiao Bai is not a character who sits still, and it is not so easy to subvert the entire industry cycle with just one article by someone.He immediately left the office and went to Xiangjiang to find Lin Jiadong.Lin Jiadong has a lot of energy in Xiangjiang, and Times Optoelectronics has also issued H shares in the Xiangjiang market, Xiao Bai decided to join forces with Lin Jiadong first to start a public opinion counterattack from Xiangjiang."
Mr.
Lin, public opinion will not make a company, but it may destroy an enterprise.So this matter can't be taken lightly, and I have to trouble you to help me. ”Xiao Bai said it very politely, but in fact, Lin Jiadong and others have been deeply tied to the Times Department, and they can't help the other party."
Xiao Dong, you're welcome, aren't you?
Your business is my business, and I'll take care of it. ”Lin Jiadong smiled freely, this kind of thing is not strange to him, it is nothing more than a matter of talking cannons, he is good at it!"
Good!
With you, it's done.Mr.
Lin, then I will say goodbye first, and we will get together again after this busy time. ”After Xiao Bai finished talking about business, he left Lin Jiadong's office.Coming to Yingsheng Investment, Xiao Bai summoned Wang Tiejun and Han Weiguo.Han Weiguo came to Xiangjiang with him, and Xiao Bai didn't say much on the road before, just thinking about talking together in front of Wang Tiejun."
Iron Army, Defend the Country, the article itself is nothing.However, the timing chosen by this person is too coincidental, and I wonder if there are any other forces behind him.In addition, defend the country, you have to find a way to arrange a counterattack by public opinion.All kinds of materials will always be provided, and I will let Mr.
Wei of Times Network cooperate with you. ”Xiao Bai looked for two things about them, the first was to check if there was a behind-the-scenes driver behind someone.The second is to carry out public opinion counterattack.Now the share price of Times Optoelectronics cannot collapse, and Xiao Bai also plans to refinance in the Xiangjiang market.In his plan, Times Optoelectronics will build a 6th-generation LTPS\AMOLED (flexible) production line in the next step, which also requires a lot of funds."
Okay, boss, I'll take care of this with Wei Guo."
Wang Tiejun and Han Weiguo, one is responsible for operations and the other is responsible for intelligence, and the cooperation between the two is still very tacit.Xiao Bai nodded and waved the two away.As soon as the two left, Cui Mingda knocked on the door and walked in."
Xiao Dong, are you still having a headache with that influential article?
Actually, according to my thoughts, I don't need to pay attention to them at all.The industry has its own cyclical characteristics, and the securities market also has its own logic, and not everything can be reversed. ”Cui Mingda also knows about that article, and at present, this trend has a tendency to spread, and it is impossible not to pay attention to it.Xiao Bai shook his head with a smile and said, "It's okay to ignore it, public opinion warfare is also a battle, and responding to the war is the least attitude." ”"Haha, let's talk about public opinion.Xiao Dong, this is the data that Mr.
Tao and I have recently collected, and at present, the market has gathered a lot of energy in the short era of optoelectronics, and several of them have Japanese backgrounds. ”Cui Mingda came to Xiao Bai not to discuss the matter of public opinion with him.He found that at present, in the Xiangjiang market, there is an undercurrent surging, and there are large funds that are preparing to short Times Optoelectronics."
Japanese background?
That's kind of interesting.Lao Cui, you should pay attention to the changes in the market during this time, and inform me of any situation in time. ”Whether it is a securities borrowing or selling or a put warrant, it is a normal trading behavior in the market.But when it comes to Japanese capital, Xiao Bai can't help but have an extra heart.At present, Japanese-funded LCD panel companies have fallen to the bottom, with both revenue and profits declining sharply, and there is basically no possibility of a comeback.Of course, Japanese companies will not completely disappear because they are out of a certain industry.They still have their advantageous industries and firmly occupy the upstream of the industrial chain.So, if it's really the other party who did it, then what is their purpose?"
Xiao Dong, I think this is like the style of a book.I've heard people say before that the most hated by Japanese-funded LCD companies are Times Optoelectronics and Oriental Technology.For example, PADA Electronics Group played SHARP, and the other party put this account on the heads of Dongfang Technology and Times Optoelectronics. ”Cui Mingda hesitated, but still said his thoughts."
Well, if the other party wants to use such a small means to attack Times Optoelectronics, it is a miscalculation.In any case, they cannot be allowed to succeed.Lao Cui, if you think about it, I have one request, that is, to blow up the most empty institutions recently. ”It's easy to blow up the other party, and if the other party is short, then continue to raise the stock price.But there is a problem in this, Times Optoelectronics is in a large investment cycle, and it is actually impossible to take stock repurchase and other means.Directly pulling up the stock price, that is a big taboo, of course Xiao Bai will not ask for trouble.So when dealing with this matter, Cui Mingda's wisdom and ability are very considered."
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Xiao Dong, don't worry, I won't let them have a good time."
Cui Mingda was full of confidence, and Xiao Bai did not ask for details.In fact, not only Xiao Bai wants to kill these funds of short-selling Optoelectronics, but Lin Jiadong, Zhang Yilin and others also have this idea.In this wave of LCD panel industry market, they are pulling up and building positions.Although there have been a lot of profits at present, there is not enough room for the stock price to rise if you want to make a profit.The economists who emerged at this time, as well as the capital behind the other party, were definitely the enemies of Lin Jiadong and others.After Xiao Bai found Lin Jiadong, the chief analysts of many brokerages and institutions quickly jumped out to refute the economist's views.At the same time, Lin Jiadong also noticed that the funds of shorting Times Optoelectronics have been shorting recently, showing an abnormal surge."
Mr.
Tang, you go and contact the heads of these institutions.You told them that the theme of LCD panels is very rare, and you can't let some guys spoil everyone's good deeds. ”Lin Jiadong called Tang Ziyan, the general manager of Eddid Securities, and asked her to come forward to coordinate the positions of stakeholders.Secretly, he and Zhang Yilin and others jointly raised huge sums of money with Southeast Asian consortiums, and preparing and shorting is the capital decisive battle of Times Optoelectronics.Everything.Lin Jiadong and all the stakeholders lacked only one excuse.This excuse, I'm afraid only Xiao Bai can give it to everyone.After Xiao Bai returned to Shencheng from Xiangjiang, he has been thinking about this question.The impetus for the rise of the stock price cannot be done by barbarism, and it is not advisable to rely solely on financial strength.This may require a tactical approach."
Xiao Yang, you send a meeting notice.At half past two o'clock this afternoon, a meeting of the board of directors of Times Optoelectronics Co., Ltd. was held in the conference room of the headquarters park. ”Xiao Bai thought about it for a while and felt that it was better to carry out routine operations.Routine operations will not allow others to seize the handle, and can also boost the confidence of the market, which should achieve the desired purpose.The tide of public opinion during this period of time did not stop, and Xiao Bai organized counterattacks from all sides, which eventually evolved into a protracted war of words.If you want to break the game, you can only find a way to get some dry goods."
I have a new proposal, Times Optoelectronics Co., Ltd. is still abundantly funded, so let the listed company acquire the Shencheng 4.5 generation AMOLED production line."
Xiao Bai wants the listed company to acquire the technical verification line, which is the 4.5 generation line.At present, the 4.5 generation AMOLED production line has already achieved mass production, and the monthly production capacity of 30,000 pieces is not a figure that can be ignored.With this line, the follow-up operation can be carried out.