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1. Beijing Oriental A: a single day transactions of 16.7 billion yuan market divergence is huge;
Sina Financial News November 21, Beijing Oriental A (6.670, 0.40, 6.38%) today's volume rose 6.38%, the stock price again close to the former high, turnover volume released recently, the amount reached 16.7 billion yuan. But at the same time, the data showed that last week, Beijing Oriental a capital outflow of more than 3.4 billion yuan, Home equity outflows topped the list, with 7.67% of the turnover reaching a recent high, or suggesting a divergence of funds in the current position.
In the past two months or so, Beijing Oriental A is a a-share market's big star, its market value from more than 130 billion yuan soared to close to more than 220 billion yuan. All this has to do with Beijing Oriental performance has really entered the harvest period. Recently, Beijing Oriental said that it will display and sensors, intelligent system, health care three major causes of innovation transformation, 5 years after reaching 300 billion yuan sales scale. The future of Beijing east, but also expected to bring more surprises to the market.
Two-month gain over 60%
Since September 18, the Beijing-Oriental A-share price has been rising steadily. As of today close, in two months or so time, the Beijing-Oriental A-share price has risen by more than 60%, the rise of more than Guizhou Maotai (677.250,-1.90,-0.28%), and its market value from more than 130 billion yuan to more than 230 billion yuan crazy.
According to statistics found that September 18 to November 17 in two months, Beijing Oriental a daily turnover of more than 7.6 billion yuan. In a number of recent sales offices, Beijing Oriental a daily trading amount of billions of dollars.
Behind this, just in the middle of September, the fund frequently traveled to Beijing Oriental research, showing a strong interest in it. Only in the past October, hundreds of research institutions went into Beijing Oriental. Wind data show that during the three quarter of this year, a total of 56 funds have increased holdings of Jingdong A, total of more than 100 million shares.
Performance expectations lead to a hot situation
Why is Beijing Oriental a fire? This is closely related to the great increase in the performance of Beijing Oriental. Beijing Oriental A's three quarterly bulletin shows that the company's first three quarters of revenue to achieve 69.408 billion yuan, year-on-year growth of 51.41%; Net profit of 6.476 billion yuan, year-on-year growth of 4503.51%. Companies in the first three quarters of revenue to achieve 69.408 billion yuan, year-on-year growth of 51.41%; Net profit of 6.476 billion yuan, year-on-year growth of 4503.51%.
In addition to the performance itself, the expectations for performance is also the main reason for this round of the Beijing East a boom. October, Beijing East in Chengdu, the sixth generation of flexible AMOLED production line volume production, this is China's first fully flexible AMOLED production line. In December this year, Beijing east originally planned to put into operation in 2018, Hefei 10.5-generation LCD panel line, will be in advance production. Beijing East before the layout of a number of panel lines, gradually entered into production and even production stage, so that its stride into the international leading level, but also contributed to the Beijing-Orient A in the market.
The company will really enter the harvest period
Early 2013, Beijing Oriental Chairman Mr Foreign said, the company has gradually entered the harvest period. However, by contrast, the current adoption of this statement seems to be more convincing.
Beijing East for many years in the panel field of continuous cultivation, now out of fruit. According to the market data for the first three quarters of this year, Beijing Oriental Smartphone LCD, tablet display, laptop display shipments are ranked first in the world, display display, TV display of the world's second largest shipments.
At present, Beijing Oriental is Samsung, LG, Dell, Huawei, Skyworth, Sony, Millet, OPPO, vivo and many other world-renowned electronic brands of important suppliers. There are also market rumors that Apple has previously approached Beijing to get rid of its reliance on Samsung screens.
In the face of the recent Beijing-Orient these bright eye performance, in recent months, the domestic major brokers research, basically give Beijing Oriental a ' buy ' or ' overweight ' rating.
The future will transform the Internet company
However, Beijing Oriental is not satisfied with the breakthrough in the production of the panel. At the Beijing Oriental Global Innovation Partner Conference held in Wuhan recently, "We have identified a new business position, namely, Beijing Oriental will be a networking company that provides intelligent port products and professional services for information interaction and human health," said Chen, a beijing-based chief executive. According to its introduction, Beijing East will fully promote the display and sensor parts, intelligent system, health care of the three major causes of innovation transformation, the realization of the era of the business upgrade. It is reported that Beijing East five years will also expand more than 100 network of things in the market segment, to provide at least 6 billion things network port.
This also means that the future of Beijing East will be in many fields. On this basis, Chen Tinshun revealed that Beijing East 3 years after the turnover will double, 5 years after the forecast from 2016 to 68.9 billion yuan, to nearly 300 billion yuan scale.
In this regard, Southwest Securities (5.280, 0.13, 2.52%) of the study, the Beijing Oriental Compliance, innovation and transformation, is expected to play a new era of creation network leader, give a ' buy ' rating. This has been a "popular" stock, the future or will bring more surprises to the market.
2. Hefei to reduce the shares of Beijing Oriental to reduce the total share capital of 1%;
Set micro-Network news, November 21, the Beijing East issued a notice that the company's shareholders Hefei Jian Xiang Investment Co., Ltd. (hereinafter referred to as ' Hefei Jian Xiang ') plan in the next 3 months, to reduce the concentration of less than 347 million shares of the company's shares, that is not more than 1% of the total
As of November 21, 2017, Hefei Building Holdings held 2,857,142,857 shares of Beijing Oriental shares, accounting for the total number of shares in Beijing 8.21%. During the period of 3 months after 15 trading days from the date of disclosure of this notice, the interval price shall be determined by reference to the market price when the plan of reduction is implemented.
Beijing Oriental said, Hefei Jian Xiang is not part of the company's controlling shareholders, the actual control of people, Hefei Jian Xiang the implementation of this reduction plan will not lead to changes in the control of the company, will not have an impact on corporate governance structure and sustainable management. In addition, Hefei Jian Xiang 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.
3. Sun Tiebong: Flexible AMOLED screen production capacity is about to explode;
With the development of science and technology, the era of flexible display has been gradually approaching. People's living consumption level gradually increased, for the requirements of intelligent products from the powerful quality of good, gradually shifted to both the quality and the appearance of the United States. OLED as a new generation of display technology, in the promotion of people's visual enjoyment, but also promote the great changes in product form.
Recently, as the global OLED industry well-known manufacturers, Connaught with its Baiyuan independent innovation technology, product and industrialization results exhibitors 2017 High fair. These products and results not only represent the world's most advanced technology level in the field of OLED, but also explain the historical mission of OLED innovation display industry development. And this is the "soft future" as the theme, will OLED most of the core advantage of the ' flexible display ' as the focus of the show, which represents the international competitiveness of the ' flexible display International standards ' show, There is also a cool flexible AMOLED display and dozens of application of the Victoria-Connaught OLED display of the terminal product debut, is the Victoria letter from the innovative technical strength, to the industrial accumulation, and then to the end of the application of the market results of a ' flexible display feast '.
Global science and technology reporters in the Victoria letter Connaught Booth saw the AMOLED technology, dual-screen mobile phones, e-books, smart speakers, smart jewelry boxes and other intelligent terminal products, the novel form and experience also let visitors stop to watch.
Guo Photoelectric President Assistant, Victoria Letter team Representative Sun Tiebong to reporters that the Victoria 5.5 generation line Production AMOLED comprehensive screen, flexible screen has been achieved in bulk shipments, 2018 full screen shipments will be further expanded, at the same time hope that folding screen can enter the production stage; After 2021, the curly screen, large-scale folding screen , car display, etc. also hope to achieve breakthroughs.
According to the introduction, Victoria is the only one in China with a 21-year-old OLED enterprise, in the flexible AMOLED has a large number of technology and technology accumulation. It is understood that, in 2003, the development of the Victoria Connaught China's first flexible OLED display; In 2015, Vader successfully lit a AMOLED crimp screen with a curvature radius of 3 mm; in 2016, Vader successfully developed a 7-inch AMOLED display module designed for full module The 3 mm bending radius can be folded at 180 degrees.
Sun Tiebong said: ' We first import on the 5.5 generation line, to ensure that the good rate of ascension, product maturity, next year will be on our 6 generation line mass production. At the same time, he also admitted that the Chinese panel manufacturers after years of catch-up, the overall view of the technology has not been difficult to break the bottleneck.
At present, the Victoria letter Connaught has a patent-related patents more than 3,000, of which the flexible display patent more than 300. In addition, Victoria also led the development of the first, the second international flexible display standards, which in Chinese enterprises can be said to be unique.
' Flexible AMOLED next year's capacity will explode and there will be more than expected in the future. Sun Tiebong said, from the policy level to see the positive. As early as May 2016, the National Development and Reform Commission and the Ministry of Industry issued "on the implementation of a major engineering package of upgrading the notice", clearly pointed out the focus on the development of organic light-emitting diode display and other new generation of production technology. From the market level, not only is the smart phone, all kinds of future intelligent terminals, such as vr/ar, application potential is enormous.
And for the recent years of large-scale flexible screen mobile phone industry, although the flexible screen has achieved mass production, but display, circuit boards, batteries as the core components of the mobile phone, but also determines the final shape of the cell phone decisive factors. The disruptive transformation of product form is an iterative and renewal process of technology, and it will discuss the next generation mobile phone form with the famous handset brand manufacturers, cooperate to design the new mobile phone with the user experience demand, and further enhance the quality and market competitiveness of domestic AMOLED display. Global Technology
4. Chi Mei Materials plan to build 3 2500mm polarizer production lines in mainland China within five years;
Taiwan Chi Mei Materials Technology Co., Ltd. Chairman Hozhaoyang recently said the company plans to build a global first 2500mm polarizer production line in Kunshan, Jiangsu Province, in the mainland five years after the construction of another two such production lines, the second production line will be located in central China.
As the world's fifth-largest supplier of Polarizer, Chimei has 7% market share, and is working to increase the share, thus with Japan East Electric (Nitto Denko) Cooperation to build 3 2500mm polarizer production line to better meet the growing market demand.
Chimei will buy the first batch of 2500mm Polarizer production line related equipment, and the start of the end of 2017, the first quarter of 2018 or the second quarter to start production, to seize the China (mainland) New 10.5-generation LCD panel factory scale production opportunities.
Mr. Ho said that the 10.5-generation panel factory was suitable for production of 43, 65 and 75-inch LCD TV panels, which can be cut directly on the 2500m polarizer production line. The company's second such production line will be located in the middle of the 10.5-generation line in the vicinity of customers.
Mr. Ho also revealed that three 2500mm Polarizer after five years of production, the total annual production capacity will reach 90 million square meters. and Kunshan Plant existing 1490mm polarizer production line 10 million square meters of annual output can be added, the total will reach 100 million square meters, occupy the Chinese market in the next five years 500 million square meters demand 20%. Projection era
5. Beneficiary of mainland Semiconductor, panel high generation line development next year order visibility high
Cleanroom equipment Manufacturer Sheng Hui's chemical supplier is expected to the next half of the December 2017 cabinet, friends billion main customers for Taiwan, mainland China Semiconductor and leading panel manufacturers, friends billion and from the chemical supply system core skills into environmental reduction recycling business, the market bullish on friends billion in the first 3 quarters of this year, the profit greatly increased, After 30%, the 4th quarter of the operation still have the opportunity to even more 3rd quarter, next year hand-held orders more than a year's revenue, visibility of about 1 years. Friends with their core skills and access, cooperation with international manufacturers to develop waste organic solvent recovery Refining (SRS) system, and expand to water, gas and other related energy-saving, waste reduction, reuse, and with the Israeli seawater desalination companies to work together to win the Taiwan water Resources case, to become the future operation of new growth momentum. Friend billion chairman Liang said, can let Taiwan semiconductor and panel factory affirmed that the main product quality and the Mainland China layout time earlier caused. The chemical supply system affects the Chengliang rate of the system, and if the quality can be affirmed by the industry, including safety, stability, customer adhesion is relatively high. At present, the main customers include UMC, Taiwan United States Light (original Hua ya), South Asia, Friends Tatsu, the moon, Silicon, the mainland's largest wafer foundry core international, land OLED panel factory and FAI photoelectric, Land series panel giant huaxing Photoelectric, China Electric Panda and so on. Punk executive Vice president and spokesman Ma Wei said, China's strong development of the semiconductor industry, including memory, although this year to reduce the expansion of some of the deferred, but is now active in the future, the company from the semiconductor-related customers in the proportion of revenue will be slightly more, such as wafer manufacturers SMIC is continuing to expand production. Panel factory part, many of the Land series Panel factory is strongly expanding OLED capacity, are being developed. In addition, in the area of environmental reduction and recycling, the Taiwan Science Park is facing the problem of water resources, and it is expected that the government's tendering plan will be available in the last half of 2018, whether it be semiconductor, photoelectric, environmental protection and waste reduction, the overall growth opportunities. Liang, the chairman of St. Hui and Peng billion, said that the company was originally a 100%-owned subsidiary of San FAI, after the IPO, the shares have been diluted to 73%, 27% released into the investment market, until after the official IPO, the Holy FAI is legally regulated must be less than 70%, but the 70% threshold will no longer adjust the San Hui to the friend billion stake . Hope that through the IPO to retain talent, to win more support in the market, this move is not to marry the subsidiary, but to fight for more loved ones to cherish. There will also be more complementarities between the Saints and the Friends. Liang said that for 30 years, St. Hui focuses on the semiconductor, panel factory surrounding industry, but has not entered the semiconductor core wafer, or panel cell, color filter area, but in these areas of the chemical supply system market is quite good, almost more than 30% of the share, This part is in addition to the equity of cooperation, in addition to the Holy Hui also have a test, assembling customers, can also be introduced to the subsidiary of a friend billion, both sides of the business group not only a low similarity, but also can continue to expand. Liang said, San Hui plus friends at the same time clean room, mechanical and electrical capacity, and water purification niche, this team is not on the market. In the same individual department, there are many opportunities for system integration to provide holistic solutions. The combined revenue of 2015 and 2016 is NT $2.624 billion and 2.651 billion yuan respectively, the net profit is 150 million yuan and 264 million yuan after tax, EPS is 6.62 yuan and 9.83 yuan. The dividend policy of the last three years is also to repay the shareholder mainly, the allotment of dividend is 5 yuan (cash 3 yuan, stock 2 yuan), 4.0 yuan (cash 3.5 yuan, stock 0.5 yuan) and cash 6.0 Yuan. The market estimates that the future ownership of friends will increase by about 15%, the share capital from NT $299 million to raise to about 340 million yuan. Friends quoted market research data that the mainland gradually became the world's largest terminal electronics market, semiconductor demand forecasts will continue to strengthen in the next few years, 2017 market size is expected to reach $223 billion trillion, accounting for about 60% of global demand. Digitimes