November 22 set # # Morning Post #
★ Purple Fourth-generation DRAM chip into the market in 2018, FPGA products are still in development
Rising for nearly two consecutive days of the core of the country in the light of a number of agencies surveyed said that the first three quarters due to increased investment in research and development and market competition intensified, the overall gross profit margin decline, resulting in decline in performance.At present fourth quarter operating better than expected, right The annual results are relatively optimistic estimates, the company actively explore the integrated circuit business market, steady growth in operating income.Violet country core is expected, the company's full year 2017 net profit of 235 million to 336 million, a year earlier to 3.36 billion, up The change -30% ~ 0%. The first three quarters, purple core operating income 1.308 billion yuan, an increase of 31.31%; net profit of 2.13 billion yuan, down 22.912% .Violet Kwok said the company's FPGA products are currently in research and development Investment stage, has invested more than 200 million of its own funds, the current product is still in the low-end market, but also to the high-end market in the future, to open up the appropriate market. Spreadtrum products and the company's product applications and customers are Different, there is no competition, there is no plan to inject the country of purple core.At the same time, Xi'an is the country's purple core 'high-performance fourth generation DRAM memory chip product' research and development is expected to open next year To enter the market. For Unisplendour Group recently announced plans to invest 100 billion yuan in Dongguan project with violet core countries there is no direct relationship, but does not rule out the possibility of future cooperation.
★ North China is expected to seize the 14nm process equipment market, 6 12-inch devices into the client
Recently, North China Resources to accept more than 20 institutional investors survey said that the investment in IC manufacturing lines mainly by the size of expansion decided to 12-inch integrated circuit manufacturing line is roughly 1 million per month / 100 million US dollars For example, 70% of the investment is in equipment and 30% in infrastructure investment. At present, a number of IC manufacturers have announced expansion plans. For example, SMIC has announced that Shanghai has 70,000 monthly output, 40,000 monthly Shenzhen production, Tianjin, 100,000 per month and other expansion plans, the Yangtze River Storage announced a total of 300,000 expansion plans, Huali Microelectronics also announced a monthly production of 40,000 expansion plans in the future the company will be based on the actual construction of customers At present, North China Huachuang 12-inch 28nm process etching machine, PVD, vertical oxidation furnace, washing machine, LPCVD and other equipment has been in the early stages of industrialization, the relevant products have been delivered to customers, at the same time There are 6 12-inch 14nm process equipment into the client to carry out process research and development, its major customers for SMIC, Wuhan Xinxin, San'an Optoelectronics, Huacan Optoelectronics, BOE, Le Ye photovoltaic, JA Solar and so on.
★ Hefei Jian Xiang intends to reduce BOE's shareholding, less than 1% of its total share capital,
On November 21, BOE announced that the shareholder of the Company, Hefei Jianxiang Investment Co., Ltd. (hereinafter referred to as 'Hefei Jianxiang') plans to reduce the shares of not more than 347 million shares in a centralized bidding within the next 3 months, that is, Holding no more than 1.00% of the total share capital of the company during the period of reduction within 15 trading days from the date of this announcement 15 trading days, the interval price in the implementation of the reduction plan with reference to the market price after the BOE said Hefei Jian Xiang Not the controlling shareholder of the company, the actual controller, Hefei Jianxiang implementation of this reduction plan will not result in the change of control of the company, will not affect the corporate governance structure and the going concern.In addition, Hefei Jianxiang will be based on market conditions , The company's share price and other decisions whether all or part of the implementation of this reduction plan, the implementation of this reduction plan there is some uncertainty.
★ Jiang Feng electronic suspension verification work is still underway
November 21, Jiangfeng Electronics announced that the company on the larger price increase the situation carried out the necessary verification, the current verification is still under way, the company will complete the relevant verification as soon as possible and the disclosure of the relevant results after the application for the company Earlier, Jiang Feng Electronics announced in the evening of November 14 that the company due to the recent stock price rose more, the company stock suspension verification since November 15. Jiang Feng Electronics June 15 this year, the market price of 4.64 Yuan / share, as of the previous trading day to close at 82.52 yuan, a total increase of nearly 17 times.
★ ZTE works with the industry to complete the first version of ONAP, serving 5G networks
The first version of the Open Internet Automation Platform (ONAP) version of Amsterdam jointly completed by ZTE and the industry recently released by the Linux Foundation and ONAP Open Source Community in Silicon Valley of the United States shows that the communications industry is focusing on cloud computing and virtualization, The next generation of operation and maintenance transformation of 5G network has gone from concept and discussion to implementation and landing. Recently, the stock price of ZTE A shares rose continuously and hit a new high in recent years. In the morning, the price of A-share surged by more than 2% to 40.04 yuan.
★ New countries are planning to purchase 720 million Union Pay to cut into the NFC market
The new country on November 21 announced in the evening that the company intends to 710 million yuan in cash acquisition of 100% stake in Union to be approved by the Board of Directors and the SFC approval of the recent central bank to tighten the electronic payment license to enter the third-party payment industry to further raise the threshold , Almost no longer issued a new license, the new country can take this access to the pay-order industry, which is an important step in the strategic transformation of the company.Now the new state-owned main financial POS machine-based electronic payment terminal business. November 8 suspension, resume trading today.
★ wins wins electronic acquisition Takada, Japan, has completed the agreement signed
Both wins the electronic announcement on the evening of 21, said the company set up a new company in Luxembourg are safe and secure, and intends to equity stake in the company's subsidiary KSS to increase their capital.At present, both the security and Japan Takata completed the agreement to sign the acquisition of bankruptcy proceedings Nakata Takashi assets except ammonium nitrate gas generator business, the price is not higher than 1.588 billion US dollars. Both wins Electronics and Industrial and Commercial Bank of China and Deutsche Bank signed a total amount of not more than 1 billion US dollars in syndicated loan agreement to support the purchase of assets. After KSS will enter the Japanese market and Japanese OEM supply system.