★ domestic chip stocks strong concept of rising, 2018 continued attention to these three categories
With the rapid development of industries such as artificial intelligence, wearable devices, big data and Internet of Things, China's semiconductor industry has entered a booming cycle. Driven by a series of national supportive policies, the core integrated circuits of the semiconductor industry, especially the carriers of integrated circuits The demand for chip localization becomes more and more obvious.In the whole secondary and tertiary markets in 2017, IC concept stocks represented by Violet State Core, Fu Han Micro and Si Yi Innovation have risen sharply, and their performance has attracted the attention of investors. 2018, still optimistic about the rise of the domestic chip industry, combined with the analysis of the industry chain, it is recommended to focus on segments of the industry pattern is more clear, to benefit the logic of higher sub-sectors and related leading listed companies: (1) chip design Links: Siu Yi innovation, the top science and technology, Beijing Jun Zheng, etc. (2) chip manufacturing sectors: Foundry: Semiconductor Manufacturing International; sputtering target: Jiang Feng Electronics; wafer cutting leader: Han's laser. (3) IC packaging and testing: IC packaging and testing leading: Long power technology, Huatian Technology, Tong Fu Microelectronics, crystal side technology; packaging materials: Dan Bang Technology; testing equipment: Changchuan science and technology.
★ Siu Yi innovation to acquire 100% stake in Shanghai Sili Micro, restructuring program is being promoted
Siu Yi innovation recently announced that, in order to carry out a synergistic effect of industrial acquisitions and mergers and to speed up the effective integration of high-quality industrial resources, the company intends to purchase this transaction Shanghai Si Li Microelectronics Technology Co., Ltd. (hereinafter referred to as' ') 100% stake in Shanghai Si Micro's main business for a new generation of smart mobile terminal sensor SoC chips and solutions research and development and sales, the main products include touch sensors, fingerprint sensors and other related electronic components, and its products are widely used in Smart mobile Internet terminal, the product market has high technical barriers.Supresently, the Shanghai Si Li Micro Controlling shareholders for the meaning (Hong Kong) Limited, the actual controller for the natural Cheng Tai Yi. Siu Yi innovation that the company and the parties are active The major assets reorganization may take the way of issuing shares to acquire the underlying assets and issue shares to raise matching funds to promote the reorganization of major assets and the parties involved in the reorganization plan and related matters related to the underlying assets and transaction methods, However, the restructuring plan has not yet been finalized.
★ 680 million yuan fund large crystal shares of science and technology, accounting for 9.32%
Crystal Technology recently announced that shareholders of Engineering and IP Advanced Technologies Ltd. (hereinafter referred to as 'EIPAT') and the National Integrated Circuit Industry Investment Fund Co., Ltd. (hereinafter referred to as 'big fund') signed the 'Share Transfer Agreement' EIPAT transferred 21,677,753 shares of its unconditional shares held by Jingfang Science & Technology Co., Ltd. to the fund, accounting for 9.32% of the total shares of the Company, and the unit price was RMB31.38 per share and the total transfer price was RMB680 million. The acquisition of the Company's shares by Big Funds is intended to give play to the role of large funds in guiding the development of the national integrated circuit industry and support Crystal Technology as a leading global advanced sensor and packaging company that further enhances its technological innovation and leading capabilities to promote its Industrial application scale and industrial chain layout, promote the national integrated circuit industry in the field of sensor innovation and effective development and effective development, while creating a good return on investment for large fund.In this change in equity, the large fund does not hold crystal side technology Shares.After the change of equity, the large fund will hold Jing Fang technology unlimited sales of shares Copies 21,677,753 shares, shareholders holding more than 5% of the grain Science and Technology.
★ Huawei / OPPO supplier Mitsuhiro Technology landing A shares, the first day shares rose 44%
Huawei, OPPO and other suppliers Guang Hong Technology recently landed Shenzhen Stock Exchange GEM, listed on the first day the stock closed at 14.39 yuan, or 44.04% .Information, Guang WONG Science and Technology was established in 1995, is engaged in a consumer electronics, network communications, automotive Electronics and other electronic products such as PCBA and assembly of finished products such as electronic manufacturing services for the brand manufacturers on behalf of the production of mobile phones, tablet PCs and other electronic products, is Hong-ray technology's main business which, is the Hong-ray technology, the largest customer. In the first half of this year, Mitsuhiro's sales revenue amounted to 173 million yuan, accounting for nearly 30% (27.9%) of the sales of Mitsuhiro Technologies Co., Ltd. Mitsuhiro Technology predicts that the operating revenue of the company in 2017 will be 12.50 From RMB1 billion to RMB1,329 million, representing a growth of 1.99% to 8.38% over 2016. The net profit attributable to owners of the parent for 2017 is expected to range from RMB180 million to RMB190 million, representing a growth of between 16.74% to 23.22%.
★ Xoceco intends to 1.6 billion stake in Fukushima Holdings, into the field of optical lenses
Xoceco recently disclosed restructuring plans to be issued shares and the purchase of cash to buy 61.67% stake in Fuguang shares, the transaction amount of 1.403 billion yuan.At the same time to the matching financing subscription Yingtan contemporary shares to raise no more than 640 million yuan of matching funds.Fu Guangu shares As a high-tech enterprise engaged in scientific research and production of optical lenses and optical components, it is a manufacturer of national Shenzhou series aerospace engineering accessory products. Upon completion of the transaction, Xoceco's main business will be changed to be engaged in optical lens, optical Components and other products of scientific research and production.
★ Spring and Autumn Electronics Investment electronic modules and consumer electronics terminal product line
Spring and Autumn Electronics recently announced that according to the development trend of electronic products market and business development planning, the company intends to Kunshan City, the company's new plant investment in the construction of electronic modules and consumer electronics terminal product line for laptop electronic modules and According to the disclosure, this investment plans to invest 80.64 million yuan of its own funds for equipment procurement, personnel recruitment and other capital needs.At the same time Spring and Autumn Electronics will set up a new electronic module center, Responsible for the construction and operation of the electronic module production line, etc. Chunqiu Electronics said that the production line to be set up for investment from the chip to the assembly will adopt fully automatic and unmanufactured advanced production technology and intelligent processing unit, which can effectively enrich the company's products Line, to further improve the company's core competitiveness. ★ Price 73.59 million yuan, TCL Group, the sale of its battery business Huizhou gold can
TCL Group recently announced that TCL and the controlling subsidiary of the company Huizhou Tycool Group Co., Ltd. and Huizhou billion latitude Lithium Energy Co., Ltd. (hereinafter referred to as 'YWF Lithium Energy') signed on December 28, 2017 "Equity Transfer Agreement", Wei Li will be able to about RMB 73.59 million acquisition of 100% stake in Huizhou Jinneng Battery Co., Ltd. TCL said the restructuring is part of the company's plan to divest non-core businesses and focus on leading industries The Company will further simplify its corporate structure through accelerated reorganization, improve the overall resource allocation efficiency and further focus on the semiconductor display industry and the TCL brand consumer electronic terminal industry. Golden Battery is principally engaged in the research and development, manufacturing and sales of polymer lithium-ion batteries. As an important partner of the Company, this restructuring will help to enhance the professional division of labor and synergy in the industrial chain. Therefore, the sale of such assets will not have a significant impact on the Company.
Longsheng Technology intends to acquire 100% equity of Micro Research Precision to continue suspension
Longsheng Technology recently announced that the company intends to issue shares and pay for the cash acquisition of the assets of Wuxi Micro Precision Stamping Co., Ltd. 100% stake, while raising matching funds. Micro Research Precision was established in 2008 with a registered capital of 50 million yuan, the main Business for precision stamping dies, precision cavity mold, etc .. Subject of the controlling shareholder of the company, the actual controller for talking Yuan Zhi. The company shares on January 2 to continue suspension.