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1. Mobile concept stocks plunge! Chuan large collective collective cut orders, the situation in 2018 or more severe;
(Set micro / text) line of the end of 2017, ending in 2018. Looking back this year, the domestic mobile phone market appears to be in the AI, full screen, 3D Sensing technology blessing under the dazzling, but actually rough, In addition to the domestic handset market shipments, handset brand shipments both reduced year on year, handset supply chain vendors are also encountered a dilemma, the situation is more severe.
On the one hand, the application of technology represented by full screen is not satisfactory, however, driven by mobile phone manufacturers, supply chain manufacturers have all entered the 'pit' and can not stop it. On the other hand, the whole handset market is facing a new cold card shuffling. Shipments decreased year on year, the first-tier brands failed to complete the expected goal at the beginning of the collective cut orders, so that mobile phone supply chain vendors are deeply tired, to a large extent will be shown in 2018, but in the last month of 2017, Mobile phone supply chain manufacturers seem to have endured.
Chuan large collective collective single, the concept of mobile phone stocks collapsed
December 14, the leading mobile phone supply chain companies Orfefe technology holdings by institutions, heavy volume plunge, intraday limit nearly closed down still 7.31%, and since December, the price of Ophelia shares fell 10% The reason for the market rumors and cell phone customers collectively related single cut.
According to the CIFS quoted Shenwan Hongyuan's report, (December 14) Orphees shares more than 7% callback, mainly due to the expected decline in mobile phone shipments of customers.About the domestic mobile phone shipments declined, a few days ago has confirmed Orfey orders in November rose slightly.But Offei customer structure is more comprehensive, with strong anti-risk ability.Shenwan Hongyuan also stressed that gold is not a decline in shipments, but the negative personal rumors of executives.Offield technology events for Jinli Has taken preservation measures, with strong anti-risk ability.
In addition, in order to stabilize investor confidence, Ofeid Technologies also held an emergency investor conference call on the 14th midday, claiming that the company's revenue from Jinli mobile phone accounted for a small proportion of only a single digit; accounts receivable of Jinli Mobile Phone About 600 million, and has applied for the preservation of property, collaterals, including two Shenzhen property and micro-bank 3% stake, the overall valuation of more than 2 billion.
Industry analysts said the two sides actually reply this issue also revealed the problem, from year to year, handset supply chain vendors need to implement the order amount, and the handset capital chain problems led to this situation is not uncommon, once a problem, Will be led by an entire body.
Mobile phone industry analyst Sun Yan Biao said that cell phone manufacturers to the supply chain orders basically six months in advance, wait until the second half of the market, some cell phone companies may reduce orders or other reasons not to pick up, the problem of Orfei technology is certainly not Jinli A problem.
In fact, since December, shares of mobile phone technology stocks such as Ofeito, BlueScope, BYD, Sunny, Qiu Titanium, Lixun Precision, 科森 科技, Desay Battery have been falling, the market pessimism continued Spread, and these cell phone concept stocks is the main force of the domestic brand mobile phone manufacturers supply chain.
The concentration of major manufacturers highlights the situation in 2018 or more severe
As we all know, China has long been the world's largest smartphone market, 'the city head', but the market is accelerating toward monopoly and concentration, small and medium-sized mobile phone brands are facing the survival problems.According to market research firm Kantar Worldpanel latest data show that Kantar Worldpanel The report said that as of the end of October, Huawei, Xiaomi, Apple, VIVO and OPPO accounted for 91% of the total market share of the top five mobile phone manufacturers.
And this figure was 79% last year, two years ago still about 50%, which means that other mobile phone companies such as ZTE, Meizu and Lenovo in the domestic living conditions more and more worrying, leaving small and medium mobile phone manufacturers market space will Getting smaller and smaller, at the same time this is not a good thing for mobile phone supply chain manufacturers, once the big clients are not followed, the risk of shuffling will be exacerbated.
So in order to keep up with the mobile phone customer innovation, supply chain manufacturers quickly overlays a full screen, 3D Sensing, wireless charging and other technology layout will be the strategic center of gravity .Of the same technology to Europe and the Philippines, this year, Oufei technology has cut into the optical lens The business is in-depth optical components research and development manufacturing, to enhance its vertically integrated optical imaging field layout, and successfully into the Apple supply chain, the current good business in Apple, film supply has been resolved, 3D sensor and mobile touch project is progressing well, The front camera and 3D receiver went well. With the yield improvement in 2018, it will be further introduced into domestic first-tier handset brands such as Huawei, OPPO and VIVO.
On the other hand, given the slowdown in the domestic mobile phone market and even declines, it is inevitable for handset manufacturers in China to accelerate their overseas market deployment by 2018. Meanwhile, new technologies such as full screen, 3D Sensing, wireless charging and other new technologies Driven, will also force manufacturers to quickly cut into the technology upgrades, and full screen, 3D Sensing, wireless charging technology will continue to be introduced into 2018. Overall, in the overseas market expansion and the introduction of new technology upgrades, the domestic mobile phone Manufacturers and suppliers in the upcoming 2018 situation will be even more severe, the entire mobile phone market is expected to usher in an industry watershed.
2. UFIDA technology smashed 43 billion market capitalization Li phone said 'this pot brother does not back';
On the 14th, orfe Technology shares plunged more than 7%, the intraday is almost limit, the market value shrinking 4.3 billion a day on this plunge, the market rumors due to Jinli mobile phone gamblers lost a few million gambling in Macau, resulting in Orfei technology may be bad debts.
Related rumors screenshot
For the rumor, Jin phone said 'this pot does not back', the day issued a clarification statement.
Seeking Orfe technology three quarterly reports, the third quarter ending accounts receivable of 8.776 billion yuan, compared with the previous three quarters operating income of 24.457 billion yuan Accounting for up to 35% Therefore, the technology in the three quarterly report that the United States and Europe Technology, due to the accounts receivable withdrew bad debts and inventories, the impairment loss of 74,891,300 yuan of assets, an increase of 62.94% over the beginning.
On the market are most concerned about the issue of overdue accounts, orfe Technology in the afternoon of the 14th was an emergency investor conference call.The reporter obtained the conference call is as follows:
1, the company accounted for a small proportion of revenue from Jinli mobile phone, only a single digit; receivables about 600 million Jinli mobile phone, and has applied for the preservation of property, the collateral includes two Shenzhen property and micro-bank 3 % Equity, the overall valuation of more than 2 billion;
2. The business of Apple has made good progress and the membrane supply problem has been solved. The 3D sensor and the mobile phone touch-control project are progressing smoothly. The front camera and 3D receiver are progressing smoothly.
3, the specific analysis of the first three quarters revenue composition: Huawei more than 80 billion, more than 70 billion millet, OPPO has more than 3 billion, Vivo has more than 2 billion, Apple more than 50 billion;
4, the product, dual cameras shipped more than 40 million this year, bringing revenues close to 5 billion, yield and gross profit margin better than expected; the company is now the largest supplier of Huawei and millet, OV second largest supplier .
The simple translation of the above is: the company's various businesses have made good progress, not subject to rumors.
Moreover, to enhance investor confidence, UFIDA also painstakingly announced the employee stock ownership plan buy-in during the conference call of the day: the 100 million employee stock ownership plan of Guangzhou Plant started to buy on the afternoon of the 14th and the 500 million employee-held The stock plan passed the shareholders' meeting on the 15th and will start buying next week.
Only 600 million accounts receivable only, in the end who is Zapan? Dragon Tiger Billboard list, on the 14th, the largest amount of the top five bought a total net purchase of 276 million yuan; while the largest amount of the first five sold total Net selling was as high as 539000000 yuan.Among them, a single agency net sales of 244000000 yuan; China International Capital CorporationShanghai Huangpu District Lake Road securities sales department net sold 62,972,300 yuan, ranked the third selling amount.
Since it is not a problem of bad debts, what is the reason for the continuous drop in the company's stock price?
'Looks like with the beginning of the year, the market adjusted two weeks ahead of time, in the final analysis, is too expensive.' In this regard, some analysts instructed, BlueScope Technology, together Thailand, ultrasound electronics and other mobile phone industry chain companies Well are in the fall.
Reporter checked, orfe Technology in the first three quarters of this year net profit of 1.02 billion yuan (non-deducting 790 million yuan), is expected to belong to shareholders of listed companies in 2017 net profit range of 1.29 billion yuan to 1.58 billion yuan. The market value of the company was more than 70 billion yuan in November, even though the market value is still as high as 54.8 billion yuan even after the fall of November 14.
Reporters went to check the same with the mobile phone industry chain companies together Thai, the first three quarters of the net profit of 908 million yuan (non-deduction of 805 million yuan), the company expects 2017 net profit attributable to shareholders of listed companies change range 1.3 billion to 1.45 billion yuan.The company's highest market capitalization of less than 40 billion yuan this year, the latest market value is 32.8 billion yuan.
There is no harm than no contrast, in the end which is the wrong price by the market?
Finally, take a look at the mobile phone industry chain.
Let us look at the third quarter data.Market research firm Gartner's report shows that the third quarter of global smartphone shipments reached 383 million units.
Specific to manufacturers, Samsung shipments are still ranked No. 1, reaching 85.6 million units, an increase of 19.3% over the same period last year, the market share from last year's 19.3% to 22.3%.
Apple ranked second, with iPhone 4Q shipped 45.44 million units in the third quarter, up 5.7% from a year earlier.
Ranking 3-5 respectively are HUAWEI, OPPO and Xiaomi, among which Huawei shipped 36.5 million units with a market share of 9.5%; OPPO shipped 29.45 million units with a market share of 7.7%; and millet output 26.85 million units, a market share of 7%.
Looks very beautiful, but insiders said the fourth quarter will show a new trend: the overall will still have a 5% growth, but Apple's shipments continue to grow, domestic mobile phone shipments will enter a plateau: the fourth quarter, Apple's iPhone X began to heavy volume, Apple's shipments will increase significantly; last year's sales of domestic mobile phone channels caused a lot of pressure, the next will enter a stable shipment.
A research institute told reporters that next year, the mobile phone industry as a whole is still a slight increase in the annual total may exceed 1.5 billion, of which Apple will continue to grow, Samsung will decline; domestic mobile phone, Huawei, millet, Vivo , OPPO will have a good performance, but the scale of shipments in two or three million firms will be even more sad.
In the absence of rapid growth in the industry, the case of revolutionary innovation, the mobile phone industry chain companies continue to high market value?
3. Ophelia and many other suppliers and banks to visit Jinli, and Liu Lirong fist photo;
Set micro-grid December 14 reported
Today, mobile phone supply chain leading manufacturer Orfei Technology heavy volume plunged after the opening bell, intraday close to limit, until the close still dropped 7.31%.
The reason for the plunge came from a morning article, saying that the stock price retreat in Europe today, mainly due to the expected decline in mobile phone shipments of customers.On the decline in domestic mobile phone shipments, a few days ago confirmed that Orfeh rose orders in November. Offei customer structure is more comprehensive, with strong anti-risk ability. Gold is not the decline in shipments, but negative personal information executives.
After the close of the afternoon, according to the Securities Times, Jin Li told reporters in response to market rumors that some microblogging accounts have recently spread unscrupulous information that slanders the company's image and seriously damages the company's image and legal rights. Is a rumor .Cooperation with the European and Philippine science and technology all normal. The company will collect relevant evidence, through legal proceedings to safeguard their own legitimate rights and interests, to recover the rumor of legal responsibility.
At the same time, more than a circle of friends Jinli executives release pictures.The content shows, including Ophelia, Pegasus, Oriental Bright suppliers have visited Jinli, andLi Lirong, chairman of Jin Li hold hands photo.In addition, Ping An Bank, Bank of South Guangdong, Bank of China, China Merchants Bank, China Resources Bank, also gathered in Jin Li, and Li Lirong fist with a photo.
4. ZTE subsidiary 42-year-old employee building crashed into the police said he was killed;
South Metropolis News trainee reporter Qiuyishan Yan Peng On the morning of December 10, a man Ou Mouxin fell from a high-tech South Fourth ZTE building in Nanshan District, according to Nanshan Police. After preliminary investigation on the scene, he was found dead and excluded from killing him.
According to Europe's new wife, Ms. Ding introduction, when someone called to tell her, 'My husband jumped to the building, I rushed a taxi rushed to the scene and saw my husband collapsed on the steps of the office building in ZTE R & D Building around the blood, I instantly slumped to the ground.
Ms. Ding told Southern Metropolis that Ou Mouxin was a staff member of Shenzhen Zhongxing Wangxin Technology Co., Ltd. "My husband once told me that his direct leader had asked him to talk to him and asked him to leave."
According to business registration information shows that Shenzhen Zhongxing Wang Xin Technology Co., Ltd. was established in May 25, 2009, is a wholly-owned subsidiary of ZTE Corporation holding the investment.
According to the working contract provided by Ms. Ding, the contract period between Ou Mou Xin and Shenzhen Zhongxing Wang Xin Technology Co., Ltd. is from September 1, 2014 to August 31, 2019, and is the renewal after the first contract.
Ms. Ding told Southern Metropolis that Ou Mou-xin, 42, was born in a rural village in Wugang County, Shaoyang City, Hunan Province. After the marriage, the couple have two children, the son of 9 years old, and the daughter of 2 years of age.
After the death of Ou Mou on December 10, Ms. Ding has repeatedly asked for help in online postings. "There are also four elderly seniors who are the spiritual and economic pillars of our family of four and now our family prop Down, 'said Ms. Ding.
Nanshan police said the scene investigation, the police initially identified as high fall death, killing him, the specific situation is still a step in the investigation.
On the evening of December 14, ZTE replied that it was confirmed that the renter was an employee of ZTE Netcom Technology Co., Ltd., a subsidiary of ZTE. ZTE Netcom will make a formal response recently.
5 flagship market 4 months price cut 3 percent, minus hundreds of stores, Meizu how the;
Every time by reporter Wang Jing Lu Xiang Yong editor
'Crazy? Official store are so down.' Baidu Post Bar 'Meizu it', a netizen asked angrily, the netizen released screenshot shows, Jingdong self-Meizu Pro 7 is 1999 yuan, than The netizen added to the shopping cart when the price dropped 500. There are users comments to the following, 'the store has long been the price of' cheap is cheaper, those who buy at high prices shall not be maddening '.
Pro 7 is the Meizu flagship model released in August this year, since the sale has been cut by 30% .This should be used to enhance the brand premium flagship machine, actually substantial price cuts shortly after the sale, can not help but let the hardcore 'kerosene' In addition, the reporter also found that Meizu's official website to reduce the number of offline stores hundreds of external doubts, Meizu what happened?
Meizu stores, products are reduced
Recently, a domestic media quoted agents as saying that Meizu had about 2500 stores have closed more than 500.
In this regard, Meizu told the "Daily Economic News" reporter, first of all, the store is not closed as reported reported as many as nearly 500. Every day there are stores closed and opened, the agents in each area only to the local Understanding of the situation, they do not know the specific circumstances in other regions, can not be judged by one speech only the situation of the entire Meizu now.Secondly, the store closed and opened through a store performance, standard of an optimization action, and this Optimization in this period of time is more intensive, which do not meet the requirements of the store closed, and re-select the new place to open a new storefront.
Although Meizu did not disclose the specific number of closed stores, but the reporter noticed that the Meizu official website can query the details of Meizu stores across the country.After provinces and regions by province, the press statistics found Meizu official website revealed the number of stores For 1,760, and Meizu line after the previous experience of more than 2,300 stores across the country.
Meizu's changes are also reflected in the product, which is different from the high frequencies of new machines and monthly flagships' in the past weeks. This year, Meizu's flagship new machine has only two Pro7 and Meizu Pro 7 Plus models, , In the full screen popular environment, Meizu unmoved, another way to go in the back of the product is equipped with a 1.9-inch AMOLED display, Meizu called the 'painting screen'.
Reporters noted that since August 5 this year, the official sale so far, Meizu PRO 7 series has repeatedly cut prices to promote sales.According Meizu official website shows that Pro 7 Standard Edition has dropped from the time of listing 2880 yuan to today's 1999 yuan , The price cut of 30%, while the high with the version dropped from 3380 yuan to 2399 yuan; Meizu Pro 7 Plus Standard Edition dropped from 3580 yuan to 2799 yuan, with a high version from 4080 yuan to 3199 yuan.
Executives, departments frequently adjusted
With the closing shop and price cuts at the same time, there are Meizu personnel changes and departmental adjustments.
"Daily Economic News" reporter was informed that December 11 Meizu released "on the company-centered organizational structure adjustment and personnel appointments notice" Meizu once again opened a substantial organizational structure and personnel adjustments: the establishment of overseas business units, accessories Business Unit; PMC functions under the original PQCS Center are panned to the Supply Chain Center and the other functions remain unchanged. The PQCS Center is renamed as the QCS Center.
In addition, a clear change on the appointment of the staff is that Baoyongxiang, the president & COO, has reduced its terms of reference and has focused on assisting in the management of various business divisions and business sharing platforms. CFO Qi Weimin has been promoted to senior vice president with a focus on assisting in the management of functional support platform. Prior to the accessories, e-commerce and customer service business by the senior vice president and president of Charm blue Li Nan to head, after adjustment, the business owner became a senior vice president Yang Yan. And not long ago, Meizu Sales Chu Chun, general manager, sales director Baiyun have left.
Not only the top management of the 'tremendous change', the same general staff.On November 20, Meizu Division has released << creative and strategic advertising marketing group business adjustment notice >> said: 'Due Meizu marketing business and structure adjustment , Meizu Business Unit decided to research and change the overall business and team of the advertising and marketing group under the Ministry of Creative and Strategy from Zhuhai to Zhuhai starting from November 27, 2017. Please contact our staff on November 27, 2017 A few days ago to Zhuhai headquarters manpower center reported.
Within a week from Beijing to Zhuhai, the circular did not even specify the post details, personnel relations, social security, provident fund and other matters of change, to make a decision for the staff can not be without tangled.
In the outside world, a series of executive adjustments and store closures are related to the unsatisfactory performance of Meizu mobile phones in recent years.According to the investment Meizu A-share listed company Tianyin Holdings disclosed that Meizu Technology's total assets in FY2015 was 7.225 billion yuan , Total liabilities of 8.893 billion yuan, net assets of 1.688 billion yuan negative; income of 16.801 billion yuan, a net loss of 1.038 billion yuan; the first half of 2016 net loss of 304 million yuan in just a year and a half, Meizu's loss has exceeded 1.3 billion.
Earlier this year, Meizu had announced that its total mobile phone sales in 2016 exceeded 22 million units, up 10% from 20 million units in 2015 and achieved profitability in 2016. As Meizu is not a publicly traded company, its specific earnings data Unable to learn.
According to the research institute Counterpoint recently released domestic mobile phone market in the third quarter shipments and share rankings show that OPPO ranked 18.9% share of the rankings First, Huawei and vivo took 18.6% share, followed by Xiaomi with 13.8% share of Apple's 10.0% share, which means the above four companies have occupied a market share of nearly 70% Ratio, reaching the highest in history, fewer and fewer opportunities for other handset makers.
In response, Wang Yanhui, secretary-general of the China Mobile Alliance, also expressed his approval that the current domestic mobile phone market is getting more and more concentrated, which will put a lot of pressure on the second-tier brands such as Meizu. Objectively, the purpose of manufacturer innovation is to create a ' However, if innovation is not accepted by the general public, it will be reduced to a disadvantage. In this regard, Meizu should re-examine its definition of the product. In addition, the importance of handset supply chain to manufacturers is self-evident. Smaller brands, the stronger the power of the supply chain, which will create greater pressure on innovation next year Meizu's new flagship machine should take full account of this factor, and the introduction of revolutionary products, or will fear Reduced to a niche level of manufacturers.
6.Strategy Analytics: Identify opportunities for voice-driven IoT
According to a recent research report by Strategy Analytics, voice is suitable for a wide range of Internet of Things (IoT) applications and can play a role in a variety of vertical markets.
The latest research report from Strategy Analytics, "From Alexa to the Industry: Voice-Driven Internet of Things (IoT) Opportunities," identifies eight key elements of IoT voice, including:
• Talking is a natural pattern of human communication • Talking allows people to interact while their hands and eyes are busy • Biometric security options are turned on with the unique properties of a human voice.
Voice over the Internet of Things encompasses a variety of vertical markets from consumer to industrial to healthcare, etc. Business use cases include improved customer service and more efficient operational processes.
Strategy Analytics executive director and author Andrew Brown said: "The Internet of Things has always focused on data, but as technologies such as natural language processing and voice-to-text continue to improve, the ability to incorporate and integrate voice into IoT applications is human In fact, Apple recently acquired Shazam, highlighting the importance of artificial intelligence voice and voice recognition.
Matt Wilkins, senior analyst at Strategy Analytics, said: 'Voice can be used for communication and control, and gives the user a more natural experience where appropriate for the intended use. In some cases, voice provides the user with access to The crucial 'hands-free' experience is more secure and less expensive than expensive touchscreens. '
The Complete Report "From Alexa to the Industry: Voice-Driven Internet of Things (IoT) Opportunities" has been published by the Strategy Analytics IoT Strategic Services team. Details of the report are available at: https://www.strategyanalytics.com/access-services/enterprise/ iot / about-iot # .Wipx3K-LMeN