"Xiao Dong, after so many things, I also look down.Now that I don't have the same sharpness as I used to be, it's good to be a public and wait for death. ”Guo Jian shook his head, his mood has always been like this recently, very low.At present, he has several large commercial real estate in his hands, the property rights belong to his personal company, and the annual rental income is more than 100 million, and it is no problem to live a rich life."
Mr.
Guo, don't think so much.People have good and bad luck, and it is normal to be aggregated and dispersed in the business field, so you don't have to affect your mood too much. ”Xiao Bai knew that Huang Yaguang's death hit him hard, especially when he broke up with Lin Xiang, which made him even more disheartened.However, this kind of thing still has to be figured out by yourself, and it is useless for others to say more.Guo Jian nodded silently and did not say anything.He just wanted to find someone to drink today, and after thinking about it, he finally came to Xiao Bai."
Mr.
Guo, come, have another drink."
Xiao Bai understood his role and did not persuade Guo Jian.He accompanied Guo Jian to finish drinking this bottle of red wine, and asked someone to bring a bottle of Moutai."
Xiao Dong, let's stop here today, I don't mean to get drunk and relieve a thousand sorrows.Seriously, the main thing is that I'm not familiar with manufacturing, otherwise I'd have followed you. ”Guo Jian smiled self-deprecatingly, he was not in the mood to start a business at all.The cash, commercial real estate and part of the equity in his hand are enough for him to squander for a lifetime, and what he wants most now is just a kind of spiritual sustenance."
Don't say who does it with whom, we're friends, if you want to do something, come and help me, or let's invest in a project together."
If you don't want to do something, just take a good break, and when you want to find someone to drink and chat, just call me. ”Xiao Bai's words moved Guo Jian very much, if not for anything else, but because Xiao Bai was willing to regard himself as a friend.Guo Jian stayed with Xiao Bai until more than nine o'clock, and then got up to say goodbye.He hadn't drunk much today, but after leaving Yinhu Graceland, he actually felt a lot better.Following.Xiao Bai took the time to ask about the recent reduction of Tianhai Real Estate shares, and the person in charge of the investment and financing department told him that the recent reduction has come to an end.Now the share price of Tianhai Real Estate has fallen, and according to the rules, the next reduction will not be possible until three months later.Xiao Bai nodded, explained that the other party continued to execute according to the plan, and then sent the other party out.The recent decline in the share price of Tianhai Real Estate may be related to the reduction of Xiao Bai and Guo Jian's stock holdings, but at present, real estate is still a hot spot, and it is estimated that the stock price will soon pull back.So, he put the matter aside for the time being.Hurry for a few days.BOD Automobile Manufacturing Co., Ltd. announced that it would publicly issue 600 million ordinary shares to the public at an issue price of 32.50 yuan per share, raising a total of 19.5 billion yuan.This issuance is an IPO in which a huge amount of funds have been raised in the A-share market in recent years, which will inevitably cause market shocks.There are supporters and opponents.But no matter what, BOD Automobile, which has embarked on the road to the market, will not stop its pace because of the trend of public opinion."
This time, the lead underwriter is still very effective, and the other party has also made an underwriting commitment, so there is no pressure on the company's side."
Juvinson and Wang Chuanfu came together to report to Xiao Bai on the listing of BOD cars."
The listing of BOD cars this time is also a test for the pressure on the market.The A-share market has always been relatively volatile, and everyone should be mentally prepared for this. ”Xiao Bai does not think that the issue price of BOD cars is too high, but that the market's ability to bear it is limited.Especially at the psychological level, the listing of BOD cars this time will still have a great impact.Therefore, Xiao Bai gave Wang Chuanfu and others preventive injections early, so that they could be psychologically prepared for the stock price to fall below the issue price after the company went public."
Xiao Dong, don't worry.In the end, the company's performance speaks, and I believe that even if the company's stock price temporarily falls below the issue price, it will rise back in the future and continue to hit new highs. ”Wang Chuanfu is very confident in BOD cars, and his psychology is very strong, and he will not be anxious about the short-term fluctuations of the stock price."
Okay, if only you had this faith!"
Xiao Bai smiled slightly, and said no more.Facts have proved that he was right to vaccinate Wang Chuanfu and others this time.BOD Automobile Manufacturing Co., Ltd. was soon listed on the exchange, with an opening price of 38.66 yuan on the day of listing, a maximum of 40.12 yuan, and a closing price of 39.04 yuan.Next, the stock price of BOD Auto fluctuated all the way down.It didn't take long for the stock price to fall to around 33 yuan, only one step away from falling below the issue price of 32.50 yuan.Wang Chuanfu didn't care about the stock price at all, and after he got the raised funds, he began to make crazy acquisitions and expansions, and increased investment in technology research and development.At present, BOD Motor's electric buses have the largest market share in China.In addition to Seijo, the largest electric bus production base, the company also has three other production sites, including Yamashiro.In the area of traditional fuel vehicles, BOD vehicles are also constantly innovating.However, the greater investment is in the direction of hybrid vehicles and electric vehicles, and the company expects to launch a pure electric vehicle that has been developed for many years by the end of the year.The hybrid engine jointly developed by the company and the Times Science and Technology Research Institute has also made great progress.It's just that it will take some time before it is truly commercialized.In this process, the share price of BOD Automobile not only fell below the issue price, but also did not even hold the integer mark of 30 yuan, and directly hit around 27 yuan.After the listing of BOD Automobile, the total share capital will be 5.6 billion shares.Among them, BOD Group holds 2.718 billion shares of listed companies, accounting for 48.54% of the shares, although it is still the largest shareholder of listed companies, but it has also lost its controlling position.Times Technology Group holds 2.082 billion shares of listed companies, accounting for 37.18% of the shares, and is the second largest shareholder of listed companies.Of course, BOD Group and Times Technology Group are related shareholders of each other, and the two together are still in an absolute controlling position.Lin Jiadong, Zhang Yilin and Jiang Yifan together hold 1.2 shares of the listed company, accounting for 2.14% of the shares.Huang Mingxuan's shareholding is only 80 million shares, accounting for 1.43% of the shares.They are the third and fourth largest shareholders of listed companies.As for other shareholders of tradable shares, there are still large institutions holding more than 1% of the shares for the time being, which can be ignored."
Xiao Dong, the stock price of BOD Automobile has fallen so much, it shouldn't be.I read the company's business report, and the situation is still good in all aspects. ”Over the weekend, Xiao Bai met Lin Jiadong in the office of Yingsheng Investment.Lin Jiadong originally planned to invite the other party to go to sea for two days, but after a few words of greeting, he unconsciously talked about the stock price trend of BOD Automobile."
Stock prices do not necessarily reflect the company's fundamentals in the short term, and it is normal for the two to diverge.Mr.
Lin, you are an expert, am I right?
”Xiao Bai knew that Lin Jiadong didn't mean anything else, the other party's subsidiary not only had a securities company.And futures companies, what kind of storms haven't been experienced?
It is estimated that Lin Jiadong just wants to confirm the fundamentals of BOD cars."
That's right!
Now it depends on Mr.
Wang's ability, I am still very optimistic about him. ”Lin Jiadong snorted, and then stopped the conversation.He has understood Xiao Bai's subtext, and it seems that there will be no major problems with the development of BOD cars."
Xiao Dong, I've been a little bored lately, wait for Yifan and Zhang Dong to come over tomorrow, how about we go to the sea to have fun together?"
Lin Jiadong then talked about the purpose of his coming to find Xiao Bai."
Yes, when is tomorrow?
I told them to get ready, and we will go to sea tomorrow and return the day after tomorrow. ”Xiao Bai didn't mind keeping in touch with these people often."
Let's meet at the pier at 10 o'clock tomorrow morning, at that time, Yifan and Zhang Dong must have arrived in Xiangjiang."
Lin Jiadong and Xiao Bai made an appointment, and then got up and left.Xiao Bai then called Cui Mingda and Tao Mingyu over, listened to the work reports of the two first, and then explained to the two: "Old Cui, Mr.
Tao, I have to go to New Zealand in a few days, and it will take about half a month to come back."
You should pay more attention to the recent changes in the U.S. stocks, and I will talk about other investment matters when I come back. ”Xiao Bai plans to go to New Zealand for a vacation next week, and now he has adopted a strategy of decentralization for many things, such as BOD Group handed over to Wang Chuanfu's team, and Gaosheng Electronics Group handed over to Xue Gang, Zhang Chengye and Xue Bin and others.As for Yixin Electronics, Jiang Yifan was in charge, so he didn't have to worry about it.The core industry of the era department has a decision-making committee for major events, and Xu Changqing, Qi Yuefeng, Yu Wensen, Shang Liancheng, Li Dong, Wei Jianjun, Wei Xiaolou and others in daily operation and management.....
Xiao Bai can put down work and rest for a while at any time.Therefore, Xiao Bai and Lin Jiadong and others went to sea to play for two days.After coming back, I rested for a day, and then went to New Zealand with Liu Xiaoling and Tian Chunxiu.Deep City.A few days after Xiao Bai left, Shang Liancheng received news from the business intelligence room, S Star and LG and other South Korean companies are ready to significantly reduce the price of LCD panels, but secretly they are actively expanding the production capacity of OLED panels.A new round of price wars has resumed.The decision-making committee held an emergency meeting to discuss the response."
Ladies and gentlemen, this time the South Korean companies are not good.We can analyze from the existing news that the other party may gradually fade out of the production of LCD panels, and instead vigorously develop OLED panels. ”The meeting was presided over by Xu Changqing, and he broke the mystery behind this matter in one word.South Korean companies are ready to gradually abandon the development of LCD displays, and before changing the track, the other party intends to use the price war to hit the profitability of Times Optoelectronics.At present, Times Optoelectronics has not invested much in the OLED production line, for example, compared with S Star, there is a big gap in production capacity.This reality stems from Shang Liancheng's judgment on the industry, he and Xiao Bai both believe that the development of OLED display is not so fast, and the current focus is still on LCD panels.There is nothing wrong with this judgment, and the opponent knows it.Therefore, South Korean companies such as S Star suddenly planned to launch a price war, in order to disrupt the development rhythm of optoelectronics in the times and forcibly promote the upgrading of display devices."
Mr.
Xu, everyone, I think there is a reason why South Korean companies such as S Star suddenly came to such a hand.Previously, the fruit company revealed information that the other party's mobile phone products will increase the purchase share of OLED displays from the next quarter. ”Although Shang Liancheng is not a member of the decision-making committee, he is indispensable in this matter, so he also attended the meeting as an observer and has the right to speak.Therefore, after Xu Changqing finished speaking, he added a sentence immediately.An Ran nodded and said: "Yes, we and Wanwei Technology are also gradually expanding the application of OLED screens, and I am afraid that we will still need to build a new OLED production line in the future." ”Speaking of which, it is still a question of production capacity.At present, the OLED panel production capacity of Times Optoelectronics is insufficient, and if the demand for OLED panels suddenly explodes, according to the company's existing production line, there is no way to meet the market supply.S Star also officially saw this, so it decided to launch a price war to hit the advantages of Times Optoelectronics, that is, the price of LED panels, in fact, it is to hit the profitability of Times Optoelectronics.South Korean companies can make up for the losses caused by the price war through OLED panel products, so as to successfully change the track."
It's not that easy!
S star is quite beautiful, but our advantage in LCD panels will not disappear all at once.I'll give you an example, large LCD panels are still the mainstream.Isn't LG's development direction a large-size OLED panel?
It can be said that OLEDThe color TV will not replace the LCD screen color TV in 5 years or even longer. ”Xu Changqing shook his head, thinking that this matter should be taken seriously, but there is no need to make a noise.He gave many examples and believed that the large-size LCD screen of Times Optoelectronics has absolute advantages.And S Star and LG have shortcomings in this area, and their ability to fight price wars is seriously insufficient.This time the price war, the biggest impact is on small and medium-sized LCD panels."
I agree with Mr.
Xu's judgment that the current Oxide\LCD production line of Times Optoelectronics has technical advantages.The performance of the product is not necessarily worse than the OLED screen, and the price war does not affect this part. ”Shang Liancheng nodded, feeling that what Xu Changqing said was very reasonable.In the process of development, the accumulation of technology has never stopped.And it has continuously made breakthroughs in TFT technology.For example, the company's Oxide\LCD production line, as well as LTPS\LCD production line, are a big step forward in LCD display technology, and the display effect is close to the OLED screen.Therefore, the impact assessment of the price war can be optimistic."
But in any case, the production capacity of Times Optoelectronics OLED panels is a short board.This shortcoming must be filled, and it may be too late to do so.I suggest that the new LTPS\AMOLED production line be launched immediately, and Mr.
Shang will make various plans as soon as possible, and then submit our opinions to Xiao Dong. ”Wang Chuanfu is still the character of "do it if you don't accept it", isn't the price war launched by companies such as S Star to bully the insufficient production capacity of OLED panels of Times Optoelectronics?
Therefore, there is no need to think about this and that, just spend money to build a new production line.Xu Changqing thought for a while, and then said: "Okay, Mr.
Shang is dealing with the price war on the one hand, and on the other hand, he is planning to build a new OLED production line."
Xiao Dong said that he would come back after going on vacation for half a month, and I would call him first. ”.