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1. MediaTek intended to sell the holding of not more than 6.27% shares of the exchange rate;
Set micro-network news, MediaTek Subsidiary investment issued on the 5th announcement, originally scheduled for October 30 six months, the Department of the proposed sale of shares not exceeding 5% of the total share capital, the change even more from November 9 Within six months, it intends to sell up to 6.27% of the total share capital of Huitian for profit.
However, Huishang yesterday announced that it plans to sell up to 6.27% of the total share capital of Huitian. Yes No The implementation and implementation of this sale plan will depend on market conditions, exchange rate and other factors.
MediaTek stressed that the follow-up if there is a specific transaction, to be complete after the relevant procedures will be handled in accordance with the provisions of the follow-up notice due to MediaTek holding costs are quite low, the potential revenue is considerable, but MediaTek uplift penalties, also means MediaTek Season 4 Profits may not be as expected.
MediaTek invested in Remittances through its subsidiary Gaintech in 2011, followed by a change in its investment structure which is currently held by MediaTek International (Hong Kong), a subsidiary of MediaTek, which holds approximately 20.91% of the equity of the Remittances Exchange.
2. Demand outbreak China's chip plate is expected to give birth to the 'leader';
□ newspaper reporter Ye Tao
The recent performance of the semiconductor sector broke out, the demand for AI chips continued catalyst.Market participants believe that with the Internet of Things, the development of automotive electronics will bring huge emerging market demand, China will not only be the world's largest downstream demand and processing market, relying on government policy support , The next 10 years, China will become the fastest growing semiconductor chip industry in the world, the sector will also give birth to A-share technology leader.
Semiconductor concept fiery
As of last Friday's close, the 3D sensor index rose 2.14%, ranking the first in the concept index; chip localization, 3D printing, sensor index rose extremely high, rose 1.98%, 1.06% and 0.86% respectively ... ... On the same day, all the topics that are related to the 'chips' are warmly sought after by investors. Shares of Jing Jiawei, Tongfu Microelectronics Co., Ltd., Poly Can Optoelectronics Co., Ltd. and Jinyun Laser Co., Ltd. are trading at a strong limit.
With the rapid development of the computer and Internet technology revolution in the last round of the chip industry, due to the international division of labor brought about by globalization, in recent years the domestic chip industry has started to take advantage of the rapid domestic heavy-duty consumer market and the relatively low labor cost advantage. Rise.
For the recent collective strength of the semiconductor theme, Huatai Securities believes that there are two reasons: First, downstream demand boom, rapid growth performance, related businesses in the third quarter sales, operating profit, net profit significantly improved; Second, the industry trend up, hot Frequent, such as the recent hot plate of artificial intelligence from the downstream to the upstream transfer, which is due to various areas of AI algorithm has been developed to a certain level, can solve the problems in the field of application, some mature field algorithm is no longer a core issue, but rather computing power In determining the performance of the product, so the upstream hardware requirements and requirements are rising.Large number of electronic products in the valley have a similar phenomenon, the performance of the software side of the rich format driven hardware demand growth.
In the field of LED chips, a new round of expansion has gradually raised the voice of domestic producers and sellers.With the enhancement of the competitiveness of domestic enterprises, the Chinese LED manufacturers represented by San'an and Huacan have now become the dominant LED chip makers in China. Domestic LED chips accounted for 76%, LED chip export rate to further enhance.October 26, BOE held in Chengdu sixth generation flexible AMOLED production line mass production ceremony.This flexible screen production line is not only BOE first, but also the domestic receipt Flexible screen production line. Ping An Securities believes that LED chips will usher in a new round of peak expansion.
Two main lines looking for gold
According to third-party data, the market size of China's artificial intelligence market in 2016 reached 9.661 billion yuan, an increase of 37.9%, and will reach 13.5 billion yuan in 2017, an increase of 41.2%, and it is expected that the market size will exceed 20 billion yuan to reach 20.53 billion yuan in 2018. Artificial intelligence has been widely used in fields such as education, healthcare, old-age pension, environmental protection, urban operation and judicial services.
Southwest Securities believes that the rise of the domestic chip industry is inevitable.According to Porter's theory of national competitive advantage: from the factor conditions, low labor costs; from the conditions of demand, the consumer market space; from the industrial ecological group point of view, there have been Yangtze River Delta, Bohai Rim, the Pearl River Delta three integrated circuit industry gathering area; from the company's strategy point of view, the policy attaches great importance to and support to accelerate the development of the industry.
Huatai Securities believes that in 2016, the global IC industry will grow by less than 10% in addition to equipment industry growth of 13%, while the growth rates of design, manufacturing, packaging and testing, and material market will all be less than 10%. China IC design, manufacturing, packaging and testing, materials and equipment The market growth rates were 24%, 25%, 13%, 10% and 31%, both significantly higher than the growth rate of the global market.With the global IC manufacturers to build factories in China led to the global capacity eastward, the local integrated circuits Enterprises will usher in the golden development decade.
Combined with industry chain analysis, Southwest Securities recommendations, the layout of the direction, focusing on segments of the industry is more clear pattern of the industry, the logic of certainty higher certainty sub-sectors and related leading listed companies that its future development of the domestic chip industry, there are two Article 1: The core technology can be enhanced through overseas acquisitions; the second is to accelerate the integration within the country based on the favorable conditions in time and place to expand the position of the industry chain. At the current Internet of Things technology continues to fall, wearable devices, VR helmets / glasses, UAV Such as smart hardware chip applications expanding market conditions, the domestic chip industry has tremendous potential for development.
Concerned about the trend of chip localization, Huatai Securities recommended two main lines of layout: First, the semiconductor fixed investment, with increased investment in the industry, the next two to three years, the relevant capital expenditures will reach its peak; the second is the semiconductor packaging and testing and manufacturing, Affected by the industrialization of the semiconductor industry in Asia, coupled with the support of the Fund, the active acquisition of foreign high-quality assets, IC packaging and testing and manufacturing strength will be rapidly strengthened.
3. Jiangsu IC Industry Summit seminar held in Nanjing;
November 3, 2017, Jiangsu IC Industry Summit Seminar held in Pukou District, Nanjing, the meeting was sponsored by the Jiangsu Provincial Economic and Information Technology Commission, Ministry of Industry and Information Technology, Science and Technology Division, the National Center for Industrial Information Security and Development Research Center and the State Leaders of IC Industry Investment Fund were invited to attend the conference. More than 100 enterprises and institutions including Nanjing Economic Commission, Pukou District Committee, China IC Intellectual Property Alliance, Ministry of Industry and Information Technology Exchange Center, Chinese Academy of Sciences, Hisilicon, Legend Group, ARM, etc. Leaders, experts and guests attended the meeting.
Chang Limin, leader of the Ministry of Science and Technology under the Ministry of Industry and Information Technology, Wan Pengyuan, leader of the National Research Center for Industrial Information Security Development, Gong Huaijin, leader of the Economic and Information Technology Commission of Jiangsu Province, and Zhai Shengqiang, leader of the Economic and Information Technology Commission of Nanjing Municipality, successively delivered speeches.
At the meeting, Qu Weimin, secretary of the Pukou District Party Committee, introduced to guests the situation of the integrated circuit industry in Pukou District and Qu Shuji said that Pukou District was fortunate to host this summit and was a great inspiration and encouragement for us. 'Development Planning pointed out that the integrated circuit industry is to support economic and social development and national security to protect the strategic, basic, leading industries as a core area of Jiangbei New Area bearer of industry, Pukou to develop integrated circuit industry, both to enhance regional energy level, After years of development, Pukou has accumulated a solid foundation for the development of integrated circuit industry: In recent years, the region's integrated circuit industry Initially formed a good momentum of development of agglomeration: a $ 3 billion TSMC 12-inch wafer project is about to trial production, a total investment of 80 billion yuan of Tsinghua Unisplendour project started construction, Taiwan Xin Quan Technology, Hong Jie Semiconductor, the United States Air Chemical And a number of supporting enterprises have been stationed in the industrial chain continuously improved. It is estimated that by 2020, Pukou will form a hundred Level leading enterprises to lead the gathering of more than 200 upstream and downstream enterprises, employing more than 20,000, the industry scale exceeded 100 billion yuan of integrated circuit industry group. The summit specifications high lineup, representing the field of high-end integrated circuits in China Level, provides us with a highly specialized, highly directed learning exchange platform, hoping to establish normal communication mechanism, give play to the role of industry guide, and can form an industry standard.
Zhao Zhen, Deputy Secretary General of China Intellectual Property Alliance, also introduced the mission and work conditions of the Alliance at the conference, followed by the inauguration ceremony of the China IC Intellectual Property Alliance Jiangsu Sub-center and the awarding of membership for Pukou District, Nanjing Circuit Industry Base and CIMC Lianlian close cooperation kicked off, but also for Nanjing and Jiangsu Province, the work of the intellectual property of integrated circuits to write a new chapter.
The conference is divided into three sections, with a dozen key leaders or experts delivering keynote speeches and expressing their views on the new situation of IC industry development, ecological construction, intellectual property strategy and personnel training, Experts discussed together to discuss the path of industrial development for all-round development of China's IC industry make plans and suggestions.Expert guests agreed that at this stage to develop China's IC industry is required by the country, but also to achieve the transformation and upgrading of China's manufacturing industry to protect national information It is necessary to actively cooperate with industrial policy, intellectual property protection and personnel training in order to build a good ecology and promote development in all key aspects of safety.
4. Xiamen Haicang Toward a world-class Bay City: Yonghuai into the arms and then sail;
Southeast International Network November 5 (Fujian Daily reporter Lin Shixiong Zhou Siming Xiong Dongfan yellow Spinning) 3, 2017 Xiamen International Marine Week in Xiamen Haicang opening, nearly 2,000 guests at home and abroad to attend, of which more than 200 foreign friends, gathered Haicang As a host of the Marine Weekly Forum, Haicang, a gulf city with a long history of marine culture, once again boarded the international stage.
Modern buildings towering, 10,000-ton ship roaring past, Blue Bay sparkling ... ... Ocean Week opening occasion, Haicang Bay Songyu Pier Blue Bay Plaza also recently opened. This square is not only a show of the sea The achievements made by Cangwan in its modernization drive have also made it clear to all the guests from all over the world the glories of the sea from ancient times to today through various forms such as the inscription.
One side of the square is the Songyu ancient ferry port.Many port area where Songyu lives is in the late Ming and early Qing Dynasty, and the volume of maritime trade accounts for over 80% of the country, which is called 'South bank of emperor' and becomes an important starting point for maritime Silk Road One of the first to appear in Haicang Yan Sizi, Zhou Qiyuan and a number of sages, in this journals engraved "ancient and modern shape wins the map" is currently there is evidence of the first one introduced to China, the whole picture of the Republic of China, Fujian Province A rail Zhangxia railway to Songyu as a starting point.
Today, Songyu ancient ferry is still preserved in the wind Tao, play the original function of boating ferry, Haicang Bay has long been a new look .In recent years, Haicang response to the "13th Five-Year Plan" Blue Bay Regulation Such as the deployment of a major marine project in Xiamen, the first to start a series of dredging and other marine projects, the Gulf ecological functions to enhance the full; port terminal advantages to play, expanding port logistics industry, built more than 22 million tons berths, more than 50 routes to the world The main ports and Xiamen Port container throughput and cargo throughput of nearly Qicheng in Haicang; increase the Central Europe (Xiamen) Bailer, Central Asia (Xiamen) shift, 'Haisi' and 'land silk' seamless docking, The establishment of the hub of the Belt and Road construction and port economy has shown the future of Haicang in the future.
The 19th Plenum of the Party proposed to speed up the building of a marine powerhouse. In the next five years, Fujian will "develop a distinctive Gulf Economic Zone and take a stride in the construction of a strong marine economic province." Based on this development trend, Haicang is a pioneer in Based on its own marine culture and its advantages in coastal ports, it endeavors to promote world-class industries, world-class urban areas, world-class business environment, world-class humanities and world-class human resources highlands, and build a platform integrating marine culture, landscape tourism, Headquarters, urban leisure and living services in one of the world-class Bay City.
In the past 30 years of striving and forging ahead, Haicang already has the foundation of a world-class bay city .In 2016, the per capita disposable income of rural residents reached 22,010 yuan, the total amount of 10 consecutive years The province's first; business environment with reference to the World Bank assessment system in 2017, the equivalent of 38 economies in 190. Haicang is further promoting the transformation and upgrading of traditional industries such as port logistics, machinery manufacturing, sanitary ware, etc., focusing on the development of integration Circuit, biomedicine, new materials, three major industries.
5. Xi'an Hi-tech Zone Hold high the banner of hard science and technology to build a solid hard science and technology support
'The three industrial revolutions in the history of human history are all driven by' hard science and technology. 'Each time economic development is driven by' hard science and technology. '"Founding partner of Xi'an Zhongke Chongxing Technology Incubator Co., Ltd., co-CEO Dr. Mi Lei - The 'hard technology' concept was presented on the scene of 'hard technology' high-tech enterprise symposium held on the evening of October 31.
The night's Symposium group virtues, both the 'hard science and technology' concept proponents, as well as the country's first focus on 'hard science and technology' investment in high-tech business incubator platform - the head of the Branch, as well as Practitioners practiced "hard science and technology" entrepreneurs, as well as the returnees who have just returned from preparations for starting a business .All people focus on innovation-driven development and accelerate the industrialization of scientific and technological achievements.
Li Yi, member of the Standing Committee of Xi'an Municipal Party Committee and secretary of the Party Work Committee of Hi-tech Zone and secretary of the Party Work Committee of Aerospace Base, made a speech in which he shared the consensus that Xi'an is the birthplace of 'hard science and technology' and Xi'an High-tech Zone is an important bearing of 'hard science and technology' And will surely become a new heights of 'hard science and technology' .He further proposed that we should lay emphasis on the hard science and technology, the Eighth Route Army and the ecological circle and do a good job in the hard science and technology capital. To build, he put forward the explicit request and concrete deployment of 'six ones.'
High-tech Zone is the birthplace of 'hard science and technology' concept
Xi'an 'hard technology' the core of the way out
Speaking about the thinking and ideas of 'hard science and technology', Dr. Mi Lei said: 'Xi'an proposed the' hard science and technology 'Eighth Route Army represented by artificial intelligence, aerospace, biotechnology, optoelectronics chips, information technology and intelligent manufacturing. It is also an advantage area of Xi'an and also a new direction for the entire strategic emerging industry and science and technology development in the future. It is also the cornerstone of the fourth industrial revolution.
Speaking on the development status of 'hard science and technology' in the Hi-tech Zone, he said: 'Hi-tech Zone is the cradle of the concept of' hard science and technology 'and hi-tech zone must be the core outlet of' hard science and technology 'in Xi'an. More than 10,000, the next focus more 'hard technology' enterprises, will be able to form a stronger leading role in Xi'an and even throughout the country.High-tech Zone where the optical machine has been initially formed a 'hard science and technology' rain forest ecology, creating atmosphere and The environment, in some parts, is even better than in Silicon Valley. '
Dr. Mi Lei portrayed us a beautiful future of 'hard science and technology.' He hoped that 'everyone can think of' hard science and technology '. When he came to Xi'an, he thought of a hi-tech zone so as to attract more entrepreneurs and form After the agglomeration effect, we will surely be able to create such places as Stanford and Silicon Valley in the Hi-tech Zone.After 10 years we have the potential to surpass Silicon Valley, and China has become a world power. It must have been a gathering place for China to have a Silicon Valley. I think this gathering place We Xi'an High-tech Zone is the most opportunity.
The rapid development of enterprises in the zone is the best proof of the 'hard technology' strength of the Hi-tech Zone
Entrepreneurs attending the meeting confirmed Dr. Mi Lei's statement in his speech and also made all-out clarification of the strength of the hi-tech zones in 'hard technology' from all sides.
Zhang Sishen, executive deputy general manager of Shaanxi Institute of Optoelectronic Integrated Circuits (PECI) Pilot Technology Institute, came up with a transcript of hard technology incubation platform. 'Currently, there are 56 patents in our incubation platform and more than 20 leading in the world to form a photoelectron' patent pool ' Top journals published papers 3. The establishment of the pilot fund 1 billion yuan, has invested 24 companies, a total investment of nearly 100000000 yuan, under the support of the platform, now comes from the unit funds have been implemented, rapid investment funds.In addition we reserve project 100 The remaining items, involving optoelectronic chips, artificial intelligence chips, focus on the introduction of outstanding projects in Xi'an.
He also disclosed that recently the Chinese Academy of Sciences is preparing to set up an integrated circuit innovation research institute, and the optical equipment institute is actively participating in preparation for accepting a western center.
Xi'an Micro Optical Precision Manufacturing Technology Co., Ltd. Yang Xiaojun general manager: 'The first experience is that the development of enterprises is inseparable from the strong support of high-tech zones, high-tech zones super five-star shop sophomore service, so that our business without worries. Fine equipment to solve the life of the aeroengine, engine life can be extended from a few hundred hours to several thousands of hours, which is the only company was established in March 15, so far has doubled every year in the high-tech With the care and assistance of the district, we have obtained a great guarantee amount, and the land acquisition of enterprises is progressing smoothly.
In the future, it is necessary to establish the largest and only national platform in the country and complete the construction of the largest ultrafast laser base in the country.
Qiaodong, Chairman of Xi'an Zhiwei Sensing Technology Co., Ltd: "I've been to many cities along the southeast coast before, and many of the technologies there are from Shaanxi Province. They commented that we in Shaanxi Province are very strong but have a lot of power. The concept of hard science and technology is a banner, so that our business in Xi'an has a good spirit, we have a banner guide will do better.
Fan Xiaoyu, CEO of Xi'an Epson Electromagnetic Technology Co., Ltd: 'Our laboratory construction has got high attention from the leaders of Hi-tech Zone and the laboratory has been completely completed in August. We will start the bidding of equipment as soon as possible, including renovation of surface treatment, Use it in the morning.
'The construction of our large-scale experimental base has been highly valued by all levels of government in all parts of the country and the laboratory will become the center of Engineering and Research for Lightning and Complex Electronic Environment, the largest core of Asia in Asia since its completion. Certification, the country's all large-scale wind power companies to our lab to get the certificate can be exported directly to Europe and the United States, and recently there are Southeast Asia, Japan and South Korea enterprises have to go to our laboratory certification. We will continue to tackle the field, a high-tech zones Business card
Do well the 'six one', force to create 'hard science and technology' development ecosystem
In his speech, Li Yi made specific demands and arrangements on how to further develop the "hard science and technology" in the Hi-tech Zone and also put forward the concept and theory of how to make Xi'an the commanding point of "hard science and technology" and of solidifying, deepening and improving "hard science and technology" He first proposed that the concept of 'hard science and technology' be more clearly defined and fixed in order to promote the identification, cohesion and appeal of 'hard science and technology'.
He talked about putting forward the 'six-ones' in the area of creating a 'hard science and technology' ecosystem: issuing a number of policies, setting up a batch of funds, building a batch of parks, helping a group of talents, building a batch of platforms and providing a series of matching and service.
As a leader of regional development, after 26 years of innovation and leapfrog development, the High-tech Zone has accumulated a solid foundation of "hard science and technology" and its potential for development. Among the results of the comprehensive assessment of national high-tech zones released by the Ministry of Science and Technology, Industrial scale, tax contribution, knowledge innovation and sustainable development, ranking the top five in the country.
The "5882" strategy put forward in March of this year includes eight 100 billion industry clusters and the Eighth Route Army for hard science and technology interacting closely with each other, together with the National Innovation Demonstration Zone, the Experimental Zone for Innovative Innovation Reform and China (Shaanxi ) In the core area of the Pilot Free Trade Zone, the combination of multiple positive benefits of "three auto-linkage" will surely attract more and more hard-wired enterprises to settle down in high-tech zones.
High-tech Zone is holding high the banner of 'hard science and technology'. In order to implement the '5882' strategy as the starting point, efforts should be made to improve the service system, gather scientific research personnel, create a pioneering and ecological environment and speed up the pace of development with hard technology The capital to build a solid support