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1. Purple Holdings rose nearly 64% share price on two trading days doubled;
Xinhua BEIJING, December 28 Purple Holdings (00365.HK) after the opening bell of the trend stable, the afternoon gains continued to expand, the largest increase of 116.72%, reported 6.480 yuan, then plummeted, as of closing, the stock reported 4.900 yuan, up 63.88% .In December 27, Purple Holdings shares soared 55.73% to 2.99 Hong Kong dollars, a 52-week high.
On the evening of December 21, Ziguang Holding announced that it had added 4.51 million shares to Lenovo Holdings from December 19 to December 22, accounting for more than 5% of its outstanding shares. Ziguang spent about 1.354 HK $ 100 million (excluding transaction costs).
Subsequently, Purple Light Holdings announced in the evening of December 22 that it bought 4,158,500 shares of SMIC the same day, with a total consideration of 49.37 million Hong Kong dollar (excluding transaction costs), the average purchase price of 11.87 Hong Kong dollars (excluding transaction costs) At present, the shareholding of CSPC purchased by SMIC has exceeded 5%.
For overweight Lenovo Holdings, Zhao Weiguo, chairman of the Group, said the first placard Lenovo is based on financial considerations, 'We think Legend Holdings was underestimated, as strategic investment, there is no consideration on the holdings of SMIC, Purple Holdings According to SMIC, considering the financial performance of SMIC, the Company believes that the acquisition of SMIC is an attractive investment that will help enhance the company's return on investment.
According to incomplete statistics, as of December 27, 2017, in addition to its purple core, purple shares, * ST purple school 3 Home A-share listed company, purple series also appeared in 26 A-share listed companies in the list of the top ten shareholders of circulation.
In overseas mergers and acquisitions, Ziguang Group privatized the world's third and fourth largest mobile phone chip tradeshow and RDA at a total volume of 1.78 billion U.S. dollars and 907 million U.S. dollars respectively in 2013. On May 21, 2015, Ziguang Group announced Through its subsidiary, Ziguang shares, intends to spend 2.3 billion acquisition of HP's Huasan Communication 51% stake in order to build a complete chip industry chain.
2. 'Violet' Qi hair force SMIC rose 7% yesterday;
Gelong Hui 28, SMIC (00981.HK) although today the trend is flat, but in the late suddenly pull up, now reported 13.20 Hong Kong dollars, up 6.97%, temporarily traded 1.53 billion Hong Kong dollars, the latest total market value of 648 Billion Hong Kong dollars.
Shares of SMIC have risen in tandem in recent days, or a cumulative increase of nearly 20% .Also together with the rise there are purple holdings (00365.HK) and Legend Holdings (03396). HK), the three companies have also been collectively known as 'purple', 'violet' lead the Big Brother today is even more hurricane in the session nearly 120%, Legend Holdings also rose significantly last week, Ziguang Holdings have holdings of Legend Holdings and the Core International. More media company cited Zhao Guowei chairman, said the future to do 300 billion yuan of industrial investment and mergers and acquisitions fund, chip business output value into the world's top three, a world-class chip giant.
3 violent purple: how to achieve chip localization to achieve industrial restructuring and upgrading;
Li Jun
As China's top institutions of higher learning, Tsinghua University in the investment, naturally also far ahead of the same industry.On the recent assets is to enter the crazy value-added stage.December 27, Purple Light Holdings (00365.HK) after another placards The company, its share price suddenly soared 55.73%, to close at HK $ 2.99.
Shares of Legend Holdings (03396.HK), which Violet Holdings bought in large quantities recently, also skyrocketed in a day. SMIC (00981.HK) also ended its major adjustment in November and started to regain its upward trend in December. It even topped the net profit of Hong Kong stocks Buy the top spot, purple holdings naturally lucrative.In the evening of December 27, the person in charge of the relationship between investors IRS in response to the first financial reporter inquiries, said it is not clear why the sudden soaring stock price, if required by the HKEx Then there will be a related announcement.
The investigation of the first financial reporter found that the acquisition of Legend Holdings and SMIC International Holdings, there is indeed a strong strategic layout considerations, and 'Tsinghua University' already owns purple core (002049.SZ), and the Purple Holdings buy Into SMIC, 'Tsinghua University' is considered in the semiconductor industry to have a more comprehensive layout considerations, how to achieve chip localization, but also related to the prospect of China's industrial restructuring and upgrading.
Fully placarded Legend Holdings SMIC
Semi-annual report shows that the main business is "design, manufacture and distribution of SMT production and related equipment and financial leasing and factoring business." Violet Holdings for many consecutive days to buy Lenovo Holdings, which rose to the outside world attracted the attention of the public , Legend Holdings soared more than 70% within six trading days, up another 9.15% on the 27th, the latest to close at 34.6 Hong Kong dollars.
About Purple Holdings and Legend Holdings soaring, Broad Capital Chief Executive Wen Tianna to the first financial reporter said that the purple holding a continuous licensing two large-scale companies, holdings of purple holdings of the operation of the enterprise understanding, buy Whether the process on behalf of the Group has a greater distribution of purple, the company's share price performance, etc., need to wait for time to verify.
Company announcements and other public information shows that the actual control of Tsinghua University Purple Technology Strategic Investment Co., Ltd., currently holding 67.82% Purple Control; and Legend Holdings 29.04% of the shares held by the State-owned Assets Management Co., Ltd. of the Chinese Academy of Sciences, Purple Holdings and Lenovo Holdings, the two companies, have a strong academic background of academic color.
In July 2016, Liu Chuanzhi once said that the market does not understand Lenovo Holdings' business and still stays in the Lenovo Group engaged in IT business .In fact, Legend Holdings invested in a large number of financial enterprises. Last year, after Liu Chuanzhi's remarks, Lenovo Holdings started One round of soaring inflation, while the surge in the last two weeks, was mainly due to the holdings of Ziguang Holdings.
On December 23, the day after it halted the overweight of Legend Holdings, Ziguang Holdings increased its holdings of SMIC to nearly HK $ 50 million and Ziguang Holdings took a long-term buy of SMIC from December 2016 to June 2017 Buy, until the announcement in August 2017 constitutes a plaque.And behind the purple holding, led by Ziguang Guo Group chairman Zhao Weiguang 'Purple Series' in recent years known as the generous in the capital markets.
On the evening of December 22, Purple Light Holdings announced that it had purchased 1.59 million shares of Legend Holdings at a total consideration of HK $ 50,139,700, equivalent to approximately 0.41% of the issued share capital of Legend Holdings H shares. Within the preceding 3 days, Purple Light Holdings Limited has purchased consecutively Lenovo Holdings 292 shares.
Another reason for the soaring share price of Legend Holdings is the expectation of a wholly-owned pilot Pilot H-share company. At the end of June this year, the Mainland signed a new round of CEPA with Hong Kong (CEPA) to establish Closer Economic Partnership Arrangements (CEPA), including In addition, some media reported that Legend Holdings had a stake in Big Hit Entertainment, due to the recent bursts of bullet-proof juvenile group, interested in homeopathic IPO, access to market capitalization; but Legend Holdings notice said the H shares Full circulation and the listing of South Korean companies are not aware of the news.
On August 2, 2017, Purple Light Holdings announced that it had purchased a total of 10,766,000 SMIC shares through a series of transactions between December 2, 2016 and June 30, 2017. Among them, From February 28 to June 30, 2017, SMIC purchased 654.5 million shares in seven installments, failing to reach a 5% drawdown, but with the previous purchase share, it has reached the highest bid.
A-share listed company Guiguangguo (002049.SZ), whose main business is' IC chip design, development, sales and technical services; development, production and sales of high-brightness light-emitting diode Sales of piezoelectric quartz crystal device ', purple core from Tibet Ziguang Chunhua Investment Co., Ltd. holds 36.39% (the actual controller is Ziguang Group, Tsinghua Holdings Co., Ltd.), Tongfang Co., Ltd. shares of 4.76% purple core.
Purple Light Holdings believes that the acquisition of SMIC and Lenovo Holdings is an attractive investment, helping to enhance the company's return on investment. Legend Holdings said, 'Welcome to recognize Legend Holdings brand and value of the market investors to become our Shareholders
'Purple' comprehensive layout of the semiconductor?
As one of the important components of the 'Tsinghua Department' investment territory, the acquisition of SMIC by Ziguang Holdings, a subsidiary of Ziguang Group, does not seem to be as simple as raising the return on investment. On December 27, SMIC rose 2.66% Surprisingly, the total market capitalization of only 600 billion Hong Kong dollar company, boarded the Hong Kong stock market net buy first, the net capital of the mainland reached 361 million yuan, the total turnover of Hong Kong stock exchanges nearly 800 million yuan, accounting for the total day Turnover of 73.58%.
According to the statistics of the Customs, in 2016, China's total chip import volume reached as high as 227.1 billion U.S. dollars, equivalent to RMB About 1.5 trillion. How to achieve chip localization, to achieve industrial restructuring and upgrading, as the country's top talent gathered in the 'Tsinghua University' is naturally duty-bound, of which the Violet and SMIC are undoubtedly one of the important role.
Bohai Securities analyst Xu Yong believes that in recent years the global semiconductor market has grown rapidly, but due to the weakness of China's semiconductor companies, this round of high growth mainly by foreign giants to benefit China's semiconductor companies in terms of profit margins or absolute value are in competition Disadvantages, most of the semiconductor companies are still in the industry to catch up with the end state, it is difficult to explosive growth.
Ziguang Group official website: 'Violet Group Chairman Zhao Weiguo explained the chip industry on China's economic development of strategic importance.' 'Although the chip is small, but it is restricting China's economic development, one of the largest supply-side short board, and this Embarrassing situation with the construction of this plant is completed and broken .2018, China's first three-dimensional flash memory chips with independent intellectual property rights will be mass production here. 'Zhao Weiguo said:' (three-dimensional flash memory chips) from scratch This will not only fill the gaps in the domestic market and break the monopoly, but will also raise the overall level of the Chinese chip industry and then rewrite the global pattern of the chip industry.
Compared with Legend Holdings, SMIC is clearly more in line with the development strategy of "violet system." SMIC official website said that the company is the world's leading integrated circuit foundry business, but also the largest in Mainland China, the most technical Advanced IC Fab foundry business SMIC Interim Report 2017 shows a total revenue of approximately US $ 1.544 billion for the first half of 2017, representing an increase of 16.6% over the same period of last year and a gross profit of 415 million U.S. dollars, representing a year-on-year increase of approximately 11.7% %.
SMIC previously announced on 29 November that it intends to place approximately 241 million new Placings at a price of HK $ 10.65 per share The gross proceeds will be approximately HK $ 2.57 billion and the net proceeds from the Placing (after deducting fees, commissions and expenses ) Will be about 2.55 billion Hong Kong dollars in this allotment, the National Integrated Fund and Datang are preferred to subscribe at the same time, SMIC completed the issuance of 65 million US dollars perpetual subordinated convertible securities.
According to Xu Yong, an analyst at Bohai Securities, chip companies in mainland China have the advantages of scale and cost, and the overseas orders they attract have continued to increase. Currently, the phenomenon is that chip companies in mainland China continue to expand their production rapidly in response to the growing demand .Especially domestic-made equipment gradually Instead of imported equipment, the domestic chip production costs more advantages.
In addition to the 'purple series', the 'Tsinghua University' also includes a number of listed companies 'with the Department of the same line' and 'Enlightenment' Department of Business data show that at present, Tsinghua Holdings, Ziguang Group holds 25.42% stake in Tongfang shares, 2.35 % Stake. First Financial Daily
4. Repeatedly placards 'Purple Series' listed companies soared;
Beijing News (Reporter Zhao Yibo) On December 28, Ziguang Holdings broke out again, after soaring more than 110% in the session, up 63.88% as of the close at HK $ 4.9. On December 27 and 28, two days, Zijiang Holdings More than doubled, with the latest market capitalization of 7.13 billion Hong Kong dollars.
Not only Hong Kong stocks, 'violet' A shares of the company is also rising yesterday, purple core (2.99% %) Rose 9.43% to 75.30 yuan, the latest market value of 78.485 billion yuan. The total market capitalization of three listed companies exceeded one hundred billion scale.
Placing Legend Holdings is 'financial considerations'
Prior to the stock price explosion, Violet Holdings recently shot frequently in the capital markets.
On the evening of December 22, Purple Light Holdings announced that it bought 1.99 million shares of Legend Holdings at a total consideration of 50,139,700 Hong Kong Dollars, while in the previous 3 days, Purple Light Holdings Limited had purchased 2.92 million shares of Legend Holdings in succession and its shareholding ratio exceeded 5% On the evening of the 22nd, Purple Light Holdings also announced that it had increased its holdings of SMIC by nearly HK $ 50 million and currently has purchased more than 5% of SMIC.
Legend Holdings and SMIC are star listed companies in science and technology.
Founded in 1984 by the Institute of Computing Technology, Chinese Academy of Sciences and founded by 11 researchers such as Liu Chuanzhi, Legend Holdings has become China's leading diversified investment holding company, and currently has invested more than 20 companies in its strategic investment holding business.
SMIC official website said that it is one of the world's leading integrated circuit foundry companies, but also the mainland's largest and most technologically advanced integrated circuit foundry business.
On December 26, Zhao Weiguo, chairman of the Group, said in a media interview that Placing Legend Holdings was primarily based on financial considerations. 'We think Lenovo Holdings is undervalued.' Previously Legend Holdings said it welcomed the recognition of Legend Holdings' brand and value Market investors become our shareholders.
In May 2016, Zhao Weiguo once told the Beijing News reporter: 'M & A is a normal phenomenon that Ziguang Group has developed to a certain historical stage. Nothing is too special. We are newcomers. So it is a bit of a catch-up. accustomed. '
Continued expansion, the Group's liabilities increased by 89%
According to the official website, Unisplendor Holdings is the only listed company controlled by Unisplendour overseas, and Unisplendor Holdings is the Group's major overseas platform for investment, financing and capital operation.
According to the official website, Ziguang Group is China's largest integrated integrated circuit companies, the world's third-largest mobile phone chip companies in the field of enterprise-class IT services ranked first in China , Second in the world; and strategic partnerships with global IT giants such as Intel, Hewlett-Packard and Western Digital.
Following the 2009 chairman of the Group to become purple, Zhao Weiguo began to dominate the Department of purple series of mergers and acquisitions.
In June 2013, Ziguang Group privatized Spreadtrum for US $ 1.78 billion and RDA Inc. for US $ 910 million in 2014. Both of these companies are the No. 1 and No. 2 chipmakers in China.
In May 2015, Ziguanggufen announced that it will acquire a 51% stake in HP's Xinhua III at a price of not less than USD 2.3 billion. In October, Ziguang Inc. will acquire 15% of the equity stake in western China with a stake of USD 3.8 billion and subsequently Western Digital Out of about 19 billion US dollars for the acquisition of memory chip maker SanDisk; the same year in December, the Purple Group and 13.5 billion yuan to two Taiwanese companies.
According to media reports, as of the third quarter of this year, Ziguang Group, Purple Communication and Tibet Chunhua, Tibet Communications, Kin-kun investment, and other 'violet' in addition to controlling the shares of violet, purple core , / * ST purple school (36.680, 0.00, 0.00%), but also appeared in at least 20 A-share listed company's shareholder list.
'In terms of the development of an industry, capital will always be the most important.' Last November, Zhaowei Zhao, chairman of the Group, said to the Beijing News.
After the ongoing acquisition, Ziguang started throwing generous investment and construction plans: According to the official website introduction, beginning in 2016, Ziguang have started in Wuhan, Nanjing, Chengdu to build a total investment of nearly 100 billion US dollars of memory chips and memory manufacturing plant.
In the context of continued expansion, violet-based liabilities are also rising.According to the 2016 Annual Report of Ziguang Group, as of the end of the year, liabilities totaled 98.6 billion yuan, while this amount was 52.1 billion yuan at the beginning of the year and liabilities rose 89% over the year.
5. Xiamen Torch Hi-tech Zone IC industry output is expected to exceed 14 billion yuan;
Xiamen Torch Hi-tech Zone is the main hosting site for Xiamen IC industry projects, in recent years, to fully develop and nurture the integrated circuit industry, and achieved initial success, and actively help Xiamen to build the national IC industry center yesterday, the reporter learned from Torch Hi-tech Zone To this year, high-tech zones IC industry output is expected to exceed 14 billion yuan.
Xiamen Evening News (Reporter Zhang Haijun correspondent Guan Xuan Li Youjun)
Enterprises up to 113 full industrial chain layout
Integrated circuits, commonly known as 'chips', have been hailed as 'industrial grain.' The Torch Hi-tech Zone has fostered the IC industry as a new pillar industry and built a new 'grain station' for the park's emerging industries and economic development.
In this year's Xiamen Torch Hi-tech Zone, the first integrated circuit industry project focused signing ceremony, the joint and IC Industry Investment Fund, Sunplus, signed six projects with a number of 'chain and chain projects' have been landing, plus Across the core has been settled, purple and three key projects such as accelerating the release of production capacity, Torch Hi-tech Zone this year, integrated circuit industry output is expected to exceed 14 billion yuan.
Xiamen has made remarkable achievements in attracting industrial agglomeration and improving the industrial chain, and both the number of integrated circuits enterprises and the output value scale have been 'broken 100.' Up to now, 113 enterprises have been introduced or have been dropped into the Torch Hi-tech Zone, including the introduction of key integrated circuit projects 24; in 2016, the scale of the pure IC industry in the Torch Hi-tech Development Zone (only including design, research and development, packaging and testing, equipment and materials, and direct support) is about 10.1 billion yuan, ranking the top six in the country. , Has initially formed a full industrial chain layout covering IC design, materials and equipment, wafer manufacturing, package testing and application.
Targeted investment has a planned chain
The continuous breakthrough of output value is based on the targeted industrial development goal of the Torch High-tech Zone with targeted investment promotion and planned supply chain step by step. With investment promotion step by step and project construction gradually taking place, every festival in the IC industry chain has infused the torch Precise feeding of nutrients.
In 2017, Torch Hi-tech Zone continued to conduct research around the industry chain and targeted targeted investment in the relatively weak links of the integrated circuit industry that have been formed. It discussed in depth with top 10 IC design enterprises and foundational platform enterprises in Taiwan and accelerated the pace of development A number of high-quality projects have been put in place and the industrial chain has been improved, and in order to promote the invigoration of large enterprises and promote the industrial agglomeration, a 62-person specialized international investment team has been set up in Torch Hi-tech Zone to inject strong momentum into the industry with project construction.
Xiamen Integrated Circuit Manufacturing (Xiamen) Co., Ltd., a leading integrated circuit industry in Xiamen, successfully imported 28-nanometer process and mass-produced products. The yield of its products was as high as 94%, making it the most advanced 12-inch crystal Round factory.This not only means that Xiamen IC industry chain to further enhance, but also means that its industrial agglomeration in the development of competitiveness will be further enhanced.
6. China Resources Microelectronics settled in West Wing Micro Power Park made power semiconductor industry base
Today (28), China Resources (Chongqing) Co., Ltd. was established. Chief She Shefang photo
Hualong network at 16:31 on December 28 (chief correspondent She Zhenfang) Chongqing pillar industries have added support. Today (28), Microelectronics (Chongqing) Co., Ltd. was established and signed with the Chongqing municipal government strategic cooperation memorandum, the future Will build China's power semiconductor research and development manufacturing base.
On November 6, approved by SASAC of the State Council, it agreed to transfer the equity of AVIC () Microelectronics Co., Ltd. held by AVIC Avionics Systems Co., Ltd. to CR Microelectronics Holdings Ltd. On December 28, CR Microelectronics successfully completed the business Industrial and commercial changes and other procedures, the establishment of China Resources Microelectronics (Chongqing) Co., Ltd., the same day held a joint venture in West Wing Micro-Park cum strategic cooperation memorandum signing.
According to Chen Nanxiang, executive vice chairman of China Resources Microelectronics, this integration has created three firsts in the history of semiconductor development in China. This is the first integration of the microelectronics industry among central SOEs. It is a key element of the domestic microelectronics industry (8-inch crystal Round production line) the first integration is the first integration of domestic semiconductor device subdivision products.
Chen Nanxiang said that after China Resources Microelectronics 8-inch wafer manufacturing capacity will be more than 100,000, 6-inch production capacity of 200,000, will strengthen the power semiconductor business, build China's strongest IDM. After the integration, the company's power device business will account for the domestic Power devices market share of 6.5%, while in China, the largest market share of power devices in Germany Infineon only 12% market share.
Through the equity transfer and business integration, China Resources Group will deepen cooperation with Chongqing. In the future, China Resources Microelectronics (Chongqing) will set up a state-of-the-art power semiconductor R & D center and build the largest power semiconductor center in the country, Industry chain.
Ner Hongyan, chairman of Chongqing Xiyong Microelectronics Industrial Park, the second largest shareholder of CR Microelectronics (Chongqing), said that the park has gathered a batch of integrated circuit industries such as design, manufacture and packaging to achieve a leapfrog development. At present, the output value of integrated circuits has reached 100 billion, annual growth rate of 50%, the next step, will be committed to building a smart park, create a complete industrial chain.