"Xiao Dong, I have no objection to loading this 4.5 generation AMOLED production line into a listed company.I'm aware of the situation, but what's the point?
”Of course, Li Longbin supports Xiao Bai, and he also knows that there are some forces who want to short Times Optoelectronics, but the problem is that there is one more 4.5 generation AMOLED line, which does not solve the fundamental problem."
Chairman Li, the acquisition of this line is only the first step.In the next step, after the acquisition is completed, you can throw out a large order for mobile phone OLED screens. ”Xiao Bai then explained, including Fruit Company, Wanwei Technology and Sihai Electronics, all of which are interested in purchasing high-end mobile phone screens from Times Optoelectronics.The popularity of smart phones is rising at the moment, with the help of OLED screen order expectations, raising investors' expectations for the panel industry.As a result, the 5.5-generation LTPS\\LCD\\AMOLED production line just built by Times Optoelectronics Co., Ltd. has become fragrant and sweet in an instant."
Xiao Dong, admire, admire!"
Li Longbin, Yang Xuecheng and others immediately understood the twists and turns in this, as a means of short-term counterattack, it is really too clever!
Next, the proposal was successfully passed by the board of directors.Subsequently, Times Optoelectronics Co., Ltd. announced that the company would acquire the 4.5 generation AMOLED production line of the major shareholder Times Optoelectronics (Holdings) Co., Ltd. at a price of 7.7 billion yuan.This transaction is a related party transaction, and Times Optoelectronics Co., Ltd. also issued an asset appraisal report from a professional appraisal agency.The announcement did not cause much of a stir in the market, and investors treated it as more neutral news.With the completion of the asset delivery of listed companies and major shareholders, Times Optoelectronics Co., Ltd. has issued an announcement again: the company has recently obtained orders for LTPS-LCD\\AMOLED high-end display from a number of mobile phone manufacturers, including Fruit Company, Wanwei Technology and Sihai Electronics.A large number of orders will have a positive impact on the company's future performance.Basically at the same time, the news that fruit companies began to purchase a large number of OLED screens of S Star Company was also reprinted by major media.Suddenly, the market has a strong interest in the upgrading of LCD screens.Originally, the concept of LCD panel was in a hot time in the market, and now there is a reason to continue to hype.What low-temperature polysilicon LCD screen, low-temperature polysilicon AMOLED screen, and (Oxide) TFT-LCD screen, etc., began to hang on the lips of many investors.Stocks such as Times Optoelectronics and Oriental Technology have once again been warmly sought after by the market.It is not known how much of this money is behind the scenes.However, after the enthusiasm of the market was ignited, the share price of Times Optoelectronics continued to soar, especially the share price of H shares soon broke through the HK$55 per share mark."
Xiao Dong, today is a good day.The share price of Times Optoelectronics' H-shares soared, and the share price of its A-shares also rose a lot.The institutions that previously shorted Times Optoelectronics in Xiangjiang have all been blown up and admitted losses. ”That afternoon, Cui Mingda called Xiao Bai and told him this exciting good news."
Haha, Lao Cui, I really have you!
You've done a good job this time, and I'll reward you when I get back. ”Xiao Bai was happy when he heard it, since those short-selling institutions have the shadow of Japanese capital, it is a very correct choice to resolutely blow them up.Obviously, Cui Mingda and Tao Mingyu have completed the tasks assigned by Xiao Bai very well."
Dong Xiao, this time it's not entirely our credit.There are still several forces in the market that are very strong, and they are also actively pulling up the stock price, so the short-selling institutions will have no power to fight back. ”Cui Mingda came to this conclusion through data analysis.But he didn't know the true identity of these forces, and it was estimated that they should be friendly forces."
Well, there is no need to delve into this matter, in short, we won."
Xiao Bai didn't continue the topic, and then chatted with Cui Mingda for a few words, and then hung up.Regarding friendly forces, Xiao Bai really knows it in his heart.But he won't ask Lin Jiadong, it's better not to know some things than to know, it's rare to be confused.After putting down the phone, Xiao Bai was ready to continue to deal with official business.Before he could get back into work, Han Weiguo knocked on the door and walked in."
Boss, are you free at this time?""
Weiguo, come in, let's go sit in the reception room."
Xiao Bai smiled and nodded, then got up and walked into the small reception room with the other party."
Boss, the economist named Ye Mu, we have investigated his details.He usually likes to make a lot of nonsense against certain companies in certain industries, and has a certain influence in China. ”Han Weiguo and Wang Tiejun teamed up to investigate this Ye Mu, as well as the forces behind him, or the supporters.But after careful confirmation, this guy does not belong to a certain force, but is inextricably linked with some international capital and institutions."
It's not for nothing that some people call Ye Mu a 'black mouth'.This guy is a typical villain who forgets his righteousness, and he has no bottom line when he takes money to do things. ”As Han Weiguo told the story, Xiao Bai basically figured out the root cause.To put it bluntly, someone paid for Yemuhei Times Optoelectronics.In Xiao Bai's eyes, this kind of person is a high-level water army, not to mention the professionalism, it is certain that the character is extremely poor.Anyone who can make any money and dare to make any money is just a dog in someone else's hands."
Weiguo, don't touch him with this Ye Mu, we can't take risks for this kind of villain.But you can't spare him lightly, you go back and discuss it with Lao Wei, and find an opportunity to publicize what he did. ”The corners of Xiao Bai's mouth twitched a few times, for this kind of unscrupulous guy, as long as it is not humane destruction, ordinary people really don't have much to do with him.This kind of person is thick-skinned and there is a group of people in the circle who hold each other's stinky feet, if it weren't for Xiao Bai to grasp part of the right to speak, Times Optoelectronics would have been blackened by him a long time ago.Therefore, Xiao Bai decided to reveal Ye Mu's true face and make public the other party's behavior of taking money to do things and presetting positions.This may be a little mild, but for Ye Mu, who loves money like his life, it is to cut off his financial route.It was more uncomfortable for him than any other cruel method!
This kind of person is usually perfectly packaged, once the skin is torn open, who will believe what he says?
In the same way, no one will pay for his pen rod anymore."
Alright, boss, cheap dog thief!
In addition, we found out that a person who had frequent contact with Ye Mu before was named Hashimoto, and there was a monetary exchange between the two.Before and after Ye Mu wrote that article, he received a consulting fee of 200,000 yuan from Hashimoto, which should be his remuneration for Black Age Optoelectronics!
”Han Weiguo said and put a document on the tea table.Xiao Bai didn't look at it, the fingers of his right hand lightly clasped the table, and then said, "Who is this Hashimoto?"
”It is clear that this Hashimoto is R himself.But there are so many Japanese-funded enterprises, who does he serve?"
Behind Hashimoto is a Japanese-funded LCD panel company......"
Han Weiguo then said a name, which was not at all unexpected by Xiao Bai.For example, SHARP, in the name of joint ventures, has repeatedly stirred up several domestic LCD panel projects.Little RB has never had the concept of a bottom line in doing things, and it is the norm to do whatever it takes to achieve the goal.But this time the turmoil is obviously of a vengeful nature, and it is an irrational emotional catharsis, which shows that the other party has also reached the point of exhaustion."
This matter is like this first, you and the Iron Army have worked hard to defend the country."
Without saying a word, Xiao Bai gave Han Weiguo and Wang Tiejun a bonus each, so that they could reward the meritorious personnel of this investigation.As for some small retaliations, Xiao Bai disdained them.Two days passed.Xiao Bai came to Xiangjiang.This time, he sat down with Cui Mingda and Lin Jiadong and began to plan for the additional issuance of Times Optoelectronics in Xiangjiang.Lin Jiadong did not hesitate to take care of the package, but he did not come forward in person, but recommended two underwriters to Xiao Bai.At this time, it is the time when the market is hot, and there is no pressure at all to increase the issuance or anything."
Okay, please ask Mr.
Lin for this matter!
Lao Cui, you are responsible for the coordination in the center, and we will complete the additional issuance work as soon as possible. ”Xiao Bai immediately made a decision and asked Cui Mingda to help Times Optoelectronics submit an application for additional issuance to the Stock Exchange.This time, the additional issuance in Xiangjiang will take a non-directional approach, and the whole thing is progressing rapidly under the promotion of Lin Jiadong and Cui Mingda.The final number of additional shares is 600 million shares, and the issue price is HK$33 per share, raising a total of HK$19.8 billion.After the completion of this round of additional issuance, the total share capital of Times Optoelectronics Co., Ltd. is 5.2 billion shares.Among them, Times Optoelectronics (Holdings) Co., Ltd. accounts for 30.77% of the shares and is the largest shareholder of the company.Times Technology Group holds 9.62% of the shares and is the second largest shareholder of the company.Subsequently, Times Optoelectronics Co., Ltd. announced that with the funds raised, the company plans to build a 6th generation LTPS\\AMOLED production line.With all kinds of positive superposition, the stock price of Times Optoelectronics is still soaring, and even the listing of additional ordinary shares has failed to reduce the enthusiasm of investors.But many institutional investors have begun to quietly retreat.For example, people like Lin Jiadong, Zhang Yilin, Jiang Yifan and others have started to sell in small amounts and batches before.And the Southeast Asian consortium that was brought in to help was even more acceptable.Of course, these capital giants are not speculating on a certain stock, but on the LCD panel industry.The early retreat is because these capital predators better understand the truth of prosperity and decline.Under the hot LCD panel market, there is a hidden risk of industry conversion."
Xiao Dong, we launched the 6th generation AMOLED production line so quickly?
Personally, I don't think it's a good thing that we have too many projects. ”Shang Liancheng took the time to go back to Shencheng, he met Xiao Bai and stated his opinion."
Mr.
Shang, you are a good person, but you don't know how to be flexible in some places.I said that I planned to build this line, but I didn't say that construction would start immediately. ”Xiao Bai shook his head with a smile, and then simply said it thoroughly.Isn't it common for listed companies to change the use of raised funds and change project plans?
In fact, Xiao Bai didn't plan to start construction immediately, he just did it to give all sides a little more time to adapt."
Oh, I see.Xiao Dong, I estimate that the weak cycle of the industry is coming soon, and it may be more advantageous to postpone the start of this project. ”Shang Liancheng smiled and no longer dwelled on this issue.He came back for three days, and then immediately returned to the mountain city.He came back this time mainly to attend the company's board of directors meeting, because it involved the issue of the previous year's profit distribution plan, he needed to attend the meeting and give an explanation.Under the promotion of Xiao Bai, Times Optoelectronics Co., Ltd. launched a profit distribution plan for the previous year: based on the total share capital at the end of last year, 3 shares for every 10 shares.After sending the shares, the share price of Times Optoelectronics continued to rise for a while, and then began to fluctuate.At this time, the cycle transformation of the LCD panel industry is unexpected.First of all, S Star announced a reduction in the shipment price of LCD panels, citing the risk of overcapacity as shipments of OLED panels rise.LG responded."
It's all a trick!
OLED panels are just emerging, and they are still far from being popularized in addition to serving as high-end displays.S Xing didn't do this for his own industry status?
At present, South Korea's panel companies have been unable to suppress domestic panel companies on LCD panels, but people began to blink their eyes on OLED display technology many years ago, which is to change the track. ”Xiao Bai got this freshly baked compilation of business information, and couldn't help but complain a few words in front of Shang Liancheng.In terms of production capacity and market share of (a-Si)TFT-LCD, Times Optoelectronics has reached the top, surpassing all competitors in one fell swoop and ranking first in the world.In the area of (Oxide) TFT-LCD, Times Optoelectronics has absolute technical advantages.After the completion and production of the 8.5 generation line in Shancheng, the high-end LCD display will definitely shine.Times Optoelectronics is currently the only one that has a gap with S Star and LG, which is on the OLED panel.The gap is not in technology, but in production capacity and development ideas.S Star focuses on small-size OLED screens, LG focuses on large-size OLED screens, these two South Korean companies want to lead the trend of display devices, and will mainly promote AMOLED displays in the future.But in fact, LCD panels are not outdated, and they are still early to be eliminated.What's more, Times Optoelectronics has thoroughly mastered oxide (Oxide) TFT technology and low-temperature polysilicon (LTPS) TFT technology, and the application of this technology to LCD will greatly improve the quality of LCD products.For example, LTPS-LCD display and AMOLED display are both high-end displays, and there is no obvious difference in technical indicators.What's more, Times Optoelectronics has also mastered OLED display technology, as long as the production capacity is raised, it is not afraid to compete with anyone at all.However, panel companies that only master a-Si\\TFT-LCD technology, or companies with technology but no production capacity, will have a difficult time in this round of weak cycle."
Dong Xiao, let's go back and discuss this matter.It's time to get off work at noon, so let's go out to eat first. ”Shang Liancheng can't make up his mind for the time being, should he cooperate with S Star or go against the other party?
He needed a buffer time to think about it.