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1. Purple once again add Dialog, holding ratio rose to 9.01%;
According to a statement from Dialog on December 18, Tsinghua Unigroup Ltd once again increased its equity ratio of its two companies by an additional 0.86 percentage points to 9.01%, which is the result of seven public announcements this year Changes in the shareholding structure of Ziguang Group companies, Thomson Reuters quotation system, on December 19 Dialog rose 8.20% to close at 25.15 euros, the highest since December 1, closing highs, the decline fell to 35.90% over the past year.
The contents of the announcement on December 18 showed that the proportion of equity held by the two subsidiaries of Ziguang Group increased by 0.86 percentage point to 9.01% from the last announcement (December 7), of which, Unis Technology Strategic Investment Co., Ltd. Technology Strategy Investment Ltd) holds a 8.52% interest in Dialog and a 0.49% interest in Tsinghua Unigroup International Co., Ltd., an indirect wholly-owned subsidiary of Ziguang Group Co., Ltd. (Note: Actual Stock Exchange Trading Day December 15, 2017)
According to information released by Dialog on the official website, the merger shareholding ratio of Ziguang Technology Strategic Investment Co., Ltd. and Ziguang Group International Co., Ltd. exceeded 3% on May 9, 2017, and the closing price of Dialog on the same day was 43.0 euros.
On May 12, the merger reached 4%, with Dialog closing at 43.99 euros on the day.
On May 18, the combined holding reached 5%, with Dialog closing at 44.85 euros on the day.
On June 26, the combined shareholding reached 6%, with Dialog closing at 38.25 euros on the day.
On November 30, the combined shareholding reached 7.15%, with Dialog closing price of 38.25 euros on the day.
On December 7, its consolidated shareholding reached 8.15%, ranking the largest shareholder. Dialog's closing price on the same day was 23.43 euros, down 4.17%, hitting a new low since October 2014.
December 19 merger reached 9.01% stake, Dialog the same day the closing price of 25.15 euros.
In August, at the Spreadtrum 2017 Global Partner Conference, Christophe Chene, Dialog's senior vice president for Asia, said in an interview that he did not rule out the possibility of establishing a joint venture with Spreadtrum in the future and disclosed that the wireless charging solution announced by Dialog in June will be implemented at In March this year, Spreadtrum announced a strategic partnership with Dialog to jointly develop the LTE chip platform.In the two series of LTE chips launched by Spreadtrum, Dialog custom chip SC2705 to be applied.
Christophe Chene said that in the future, Dialo will also develop some low-end products that can be used on the lower end of Spreadtrum's platform in the future.He also disclosed that in fact the cooperation between the two parties has started from two years ago and will not be ruled out in the future with Spreadtrum The possibility of establishing a joint venture company.In addition to the cooperation on the LTE chip, Christophe Chene believes that there will be cooperation between the two parties in terms of Bluetooth low power consumption and wireless charging in the future.
Recently, Dialog released a press release that is still the largest customer Apple's power management chip supplier, but he admitted that Apple has the resources and ability to design PMIC.
More than 70% of Dialog's revenue came from Apple in 2016. In recent years, Dialog has also tried to reduce its dependence on Apple and several other smartphones, for example, attempting to merge with Austria AG's sensor chip maker Ams AG in 2014 in 2015 Acquired Atmel, but failed.
2. Ziguang Group and its concerted action do not seek control of a culture of science and technology;
China Securities News Newspaper One Technology (24.74 -2.48%, clinics) on the evening of December 20 disclosed the purple light group, controlling shareholders and listed companies on the Shanghai Stock Exchange inquiry notice reply.Among them, the purple group reply, from 2017 Within 12 months from December 14, 2018 to December 13, 2018, Ziguang Group and its concerted actors will increase their holdings in accordance with the over-allotment plan disclosed and will not seek control over the listed company.
The controlling shareholder Tongling Sanjia Electronics (Group) Co., Ltd. and the actual controller Zhou Wenyu and Luo Qifang both replied that within the foreseeable future within 6 months there will be no transfer of foreign-owned Wenyi technology shares and the transfer of Wenyi-technology control In the next six months, there is no relevant arrangement for stabilizing the control of texts and technology.
Ziguang Group responded that Ziguang Group and parties acting in concert did not communicate with Wenyi Technology Controlling Shareholder and its actual controller over the controlling interests of Wenyi Technology or other related major issues and have not reached any relevant tacit agreement or arrangement. The third controlling shareholder of the Company Group and its actual controller Zhou Wenyu, Luo Qifang reply, up to now, the three good group and its de facto controller for the text of a technology control or other related major issues and purple light group limited and its concerted action, have not been communicated, There is no relevant understanding or arrangement.
Wen Yi Technology Reply, so far, the company production and operation of normal, there was no significant change, there is no significant should be disclosed without disclosing information.
According to WIND big data statistics, the current industry average price-earnings ratio of about 100 times, while the text of a science and technology December 30, 2016 dynamic price-earnings ratio has reached 337 times this quarter, three quarterly loss of 2.7 million yuan, price-earnings ratio is much higher than the industry average (Hu Xin Yu)
3. Ministry of Industry and Information Technology and other host smart hardware competition start: Bonus 10 million policy / financing support;
Set micro-grid December 20 reports
Today, the first 'Core Fire Cup' smart hardware innovation and entrepreneurship competition sponsored by China Electronics and Information Industry Development Research Institute, Ministry of Industry and Information Technology Software and Integrated Circuit Promotion Center was launched in Beijing.
The theme of this competition is 'Creating a better and smart life'. It is mainly targeted at universities, research institutes and social enterprise teams engaged in research, development, manufacturing, manufacturing and service innovation of intelligent hardware and application-related technologies. The teams are divided into North China, East China and South China , Northeast, northwest, southwest, central China, Hong Kong, Maucao and other 8 sub-division, held the finals in August 2018. It is reported that the winning team and the project will be policy and investment and financing support, the finals prize money of 10 million yuan.
High-standard competition, mining outstanding project team
It is reported that the organizers include the China Electronics and Information Industry Development Institute, Ministry of Industry and Information Technology Software and Integrated Circuit Promotion Center contractors, including China Electronics News, Beijing Industrial and Commercial Development Co., Ltd., Fengtai District, Beijing Municipality People's Government of Fengtai District, Xiamen Torch Hi-Tech Industrial Development Zone, Nansha District People's Government of Guangzhou, Dalian Hi-tech Development Zone, Xi'an Hi-tech Development Zone, Chengdu Shuangliu District People's Government , Wuhan East Lake New Technology Development Zone, Hong Kong University of Science and Technology and other departments, units and agencies.
The contest involves intelligent hardware products (wearable devices, automotive equipment, medical and health equipment, industrial equipment, etc.), key technologies of intelligent hardware (artificial intelligence, smart chips, smart sensors, etc.) Intelligent factories, digital workshops, smart manufacturing, etc.), aimed to tap outstanding projects, cultivate innovative talents, diversify social input, improve the effective supply of smart hardware products and help supply-side structural reforms in the electronic information industry; strengthen policies Guide and promote the docking of production and utilization, intensify promotion and application efforts, build an ecosystem of smart hardware products and accelerate the development of a new format and mode of 'Internet +'. Combine with local resources, improve public services, guide the development of industrial agglomeration and strengthen the capabilities of intelligent hardware technology innovation , Enhance industrial chain coordination and public service capabilities; relying on the Ministry of Industry and Information Technology software and integrated circuit promotion center of national software and integrated circuit public service platform, online and offline complementary, chips and hardware simultaneously, build intelligent hardware innovation and entrepreneurship stage, Help 'double hit' to promote industrial development towards high end.
According to the "Intelligent Hardware Industry Innovation and Development Special Initiative (2016-2018)" jointly issued by the Ministry of Industry and Information Technology and the National Development and Reform Commission, it is proposed that by 2018, the market share of smart hardware in the global market will be Rate will exceed 30%, industry scale more than 500 billion yuan.
Bonus up to 10 million yuan, can be policy and investment and financing support
In order to support this event, the organizers gave very favorable conditions and bonuses.It is reported that this competition adhere to the principle of fairness and impartiality, accept social supervision, not to participating companies and teams charge any entry fee.
The contest is divided into open proposition, enterprise proposition two groups, the regional competition and the national finals two stages.The participating teams can independently choose the participating groups according to the actual situation, through the preliminary evaluation, semi-finals selection and selection win Team qualify for the national finals, the National Finals selected Grand Prize, one or two third prize and outstanding innovative ideas award. In the bonus, the contest set up two special prize, prize 2 million / group; first prize 10 Name, a prize of 200,000 yuan / group; second prize 20, bonus 100,000 yuan / group; third prize 30, bonus 50,000 yuan / group; Outstanding Innovation Award 50, bonus 10,000 yuan / group.
In policy support, the winning team will receive funding support for innovation and entrepreneurship; entrepreneurial counseling for business mentors; choose to incubator, University Science Park settled in, given a period of time to avoid preferential policies such as rent; priority recommended to the contest investment funds and entrepreneurship Investment institutions; access to entrepreneurial policies, start-up financing, business models and other aspects of free entrepreneurship training; local governments and institutions to give supporting policy support (to provide start-up capital, preferential office premises rent, tax incentives, corporate loan interest subsidies, employee rental subsidies Wait) .
During the competition, the organizing committee will also provide a variety of interactive activities, including participating teams and investors docking roadshow; related industries and enterprises participating colleges and universities team recruitment activities; theme forum activities; offline technology, business free exchange Activities, etc., for the production and research institute docking platform and exchange space.
Entry mode open
Specific forms of participation, the Organizing Committee for the competition will be participating start-ups or individuals, small and medium-sized micro-enterprises to provide generous bonuses and preferential policies to build intelligent hardware innovation and entrepreneurship platform.Starting team and individuals require registration at the time of the registration of the establishment of enterprises, including Entrepreneurship team or individual students, entrepreneurial teams or individuals of outstanding scientific and technological enterprises, etc. The products, technologies and related patents of participating projects belong to the participants and have no property rights dispute with any other unit or individual.Microsoft small and medium-sized enterprises require the technical achievements in related fields of intelligent hardware And products, no bad credit records, with independent intellectual property rights and no dispute over property rights.Free to declare, or by the relevant science and technology department, the National Hi-tech Zone, science and technology business incubators, public spaces and other departments and agencies recommended.
Companies and teams that meet the entry requirements can log in to the official website of the contest (National Software and IC Public Service Platform, platform entrance domain name: zn.csip.org.cn/www.zncup.com) unified registration. Registration of enterprises and teams should be submitted Complete registration materials, including the entry statement, project summary, qualification documents, etc., and responsible for the accuracy and authenticity of the information filled in. The official website of the contest is the only channel for registration, the other registration channels are invalid.
It is reported that the organizing committee will be based on 'national software and integrated circuit public service platform' online and offline space, to provide technical services to the participating teams, release competition-related information, free application of some technical resources, organizing competition training.
4. Chinese manufacturers put new capacity, 2018 LED chip market to restore balance between supply and demand
Dec. 20, 2017 ---- China LED chip leader Sanan Optoelectronics and Huacan Optoelectronics recently lowered some LED chip prices, declaring lasts for up to a year and a half LED chip prices cycle formally End LED consultants (LEDinside) that the LED chip prices loosening, marking the industry-wide demand for LED chips has been reversed, the 2018 LED chip market will resume supply and demand balance, but with the LED chip The new plant capacity continued to put in the next two years do not rule out the recurrence of oversupply.
Wang Fei, Principal Analyst at LEDinside, said that LED chip prices in China plunged in 2015, accelerating the shift of orders for LED chips from the world to China, causing Chinese manufacturers to increase their orders in 2016 and expand their capital expenditures in 2016. Contrast manufacturers in other regions of the world gradually Reduce investment, and even exit the LED industry, Chinese manufacturers are still the most active investment in the LED industry in 2017. Major MOCVD equipment expansion in 2017 came from Chinese manufacturers San'an Optoelectronics, Huacan Optoelectronics and Australia-Yang Shunchang.
If 2-inch epitaxial wafer production capacity to calculate, Sanan, Hua Can, Australia Yang Shunchang net increase of 1.3 million, 1 million and 830,000, becoming China's top three LED chip factory .As the end of 2017 added The gradual opening up of production capacity, LED chip market supply and demand gradually return to balance, and therefore Sanan, Hua Chan and other manufacturers in the near future for the more competitive choice of lighting and display chips to make strategic price adjustments. Prior to this, the chip prices have been Continued high for a year and a half, after the current round of adjustment, LED chip prices are expected to enter a stable or slightly adjusted platform period.
Wang Fei further pointed out that after this round of chip makers to expand production, the three leading manufacturers capacity will gradually exceed the threshold of 1 million / month, LED chip production concentration significantly improved, is expected to form a better supply structure to avoid the price Over-competition In addition, the new capacity production efficiency than the previous generation of machines (K465i generation) higher, about 30% lower production costs, will strengthen Sanan, Hua Chan and other leading manufacturers cost competitiveness, and powerless Chip manufacturers to update equipment will accelerate the marginalization.
