Intel CPU security risks led chip stocks rebound, the optoelectronics industry greets pound good

January 5 set # # Morning Post #

★ Intel CPU security risks driven by the domestic chip stocks collective rebound

At the beginning of 2018, the biggest news in the industry is that Intel, the chip leader, has exposed itself as a huge security risk. On the early morning of the 4th, Intel released a statement on security holes through its official Twitter, which mentioned that With AMD and software vendors working together to 'develop a sector-wide approach' to address this issue, which has had a huge impact on associated stock prices, Intel's US stock fell 3.39% to $ 45.26 while AMD's share price On the other hand, in the A-share market, led the collective rebound in chip stocks, the same day Vail shares, Shennan Circuit daily limit, Silan slightly larger Up more than 7%, Beijing Jun Zheng, Jiang Feng Electronics to follow up, bringing a wave of new market trends.

★ Violet Holdings soared 15%, 'violet system' Qi rise

Purple Holdings for two consecutive days of decline on the 4th up, sharply pulled up to close at 5.0 Hong Kong dollars, up 15.47%, turnover of 327 million Hong Kong dollars, the latest total market capitalization of 7.275 billion Hong Kong dollars. In addition, the other four on the 4th of violet series Members Legend Holdings, SMIC rose more than 5% in early trading after Purple Control last December 19 to 21, the total price of 86.32 million Hong Kong dollars, a total holdings of 2.92 million shares of Legend Holdings, more than 5% of the placards Line. Violet Holdings average buying price of only 29.2 Hong Kong dollars / share.According to the closing price of Legend Holdings December 21, three trading days, Violet Holdings has floating 2.33 million Hong Kong dollar on December 22, Purple Holdings and then released two According to the announcement, the company further bought 1.59 million shares of Lenovo Holdings on 22nd at a cost of 50.14 million Hong Kong dollars, while holding 4.1585 million shares of SMIC for 49.37 million Hong Kong dollars. In the past two trading days 'violet' stock price Decline significantly, the market suspects that the market has ended, but today turned up, rising trend or will continue.

★ Photoelectron industry welcome heavy pound, agencies get together to recommend 9 potential shares

Recently, "China Optoelectronic Devices Industry Technology Roadmap (2018-2022)" (hereinafter referred to as the "road map") was released, the "road map" for the field of information optoelectronic optical communications devices, communications optical fiber and cable, specialty optical fiber, optical sensors The four major categories of products conducted in-depth analysis and put forward relevant goals, including ensuring that in 2022 the low-end optoelectronic chip localization rate of more than 60%, high-end optoelectronic chip localization rate exceeded 20%; 2022 domestic enterprises occupy the global optical communications devices More than 30% of the market share, there is a company to enter the world's top 3. In this regard, China Merchants Securities said: In recent years, big data, Internet of things, 4K / 8K video and other high-traffic applications driven network traffic continued to explode, driving communications With the continuous upgrading and expansion of network infrastructure and the ever-increasing demand for data center and cloud computing resources, which led to the development of very large public cloud data centers, 100G high-speed optical modules are gradually becoming the mainstream. Against this background, Optoelectronic devices continue to surge in demand, the optoelectronics industry ushered in the golden period of development.According to incomplete statistics, there are 27 optoelectronics Letter-related stocks, of which 18 stocks within nearly 30 days was given by the agency 'buy' or 'overweight' optimistic rating, accounting for nearly Qicheng, including Sam On Optoelectronics, ZTE, Sea Communication, Hengtong Optoelectronics, Fiberhome, Tricyclic Group, transit technology, light fast technology and astronomy in nine astronomical agencies get together look good.

★ Weil shares issued a clarification announcement, there is no intention to plan major issues

Recently, some media notices that Beijing Howe Co., Ltd. completed the shareholders' change on December 28, 2017 and the shareholders Zhuhai Rongfeng Equity Investment Partnership Co., Ltd. and Shenzhen Measurement Communication Technology Co., Ltd. have withdrawn. Beijing Howe New One After the change of the shareholding of Qingdao Rongtongmin and Investment Center (Limited Partnership) (hereinafter referred to as Rongtongminhe) due to the participation of shareholders in Rongtongmin and Vail shares, the media said that Vail shares re-entered Field, the operation of Beijing Howe follow-up, Weir shares hold a major voice.In view of this, Weir shares released on the clarification of the media coverage announcement said that Beijing Howe is an independent legal entity, the operation and management of Howe Beijing is its internal decision-making As a result, Vail Shares will not be entitled to participate in its operations management and Vail Shares will not be involved in the decision-making and operations management of Fong Tong Min and Affairs. Vail Shares will not be available for the next six months from November 15, 2017 Major asset restructuring, the acquisition of listed companies and other major issues.At present Weir shares did not plan the aforementioned major issues, and no intention to plan the above major issues.

Longji shares intended to invest 1.95 billion yuan, building an annual output of 5GW Chuzhou monocrystalline module project

Longji shares announcement on the 4th, according to the company's strategic development needs, the company wholly-owned subsidiary Longji Le Ye Photovoltaic Technology Co., Ltd. (hereinafter referred to as 'B') and Anhui Chuzhou Economic and Technological Development Zone Management Committee signed a project investment agreement In accordance with the agreement, Party B is responsible for equipment purchase and production investment, the estimated investment is about 1.95 billion yuan; Party B sets up a wholly-owned subsidiary in Chuzhou Economic and Technological Development Zone with a large amount of registered capital At 200 million yuan, engaged in the annual output of 5GW monocrystalline module production project investment and operation.The project construction period of about 28 months.Longji said that the investment agreement signed in line with the company's future strategic planning and production capacity layout, the implementation of the project The Company will further enhance the production capacity of single-crystal components of the Company, ensure the supply of single-crystal capacity in the market and enhance the Company's market share and operating performance.

★ Shenzhen SEG: the company's stock price is less than the reserve fund-raising reserve price to self-financing payment

Shenzhen SEG announcement on the 4th, the company received in January last year, the Commission on the reorganization of the approved documents, but due to changes in the capital market, since the acquisition of the approval documents, the company's share price most of the time than the matching raised funds issued reserve price there A certain gap, the company failed to implement the approval within the validity period to raise matching funds due to the fund-raising work failed to be completed on schedule, the company will own funds or through other means to raise funds to pay Shenzhen SEG Group 676 million yuan Cash consideration, and one after another on the investment projects to raise funds for investment.

★ Verizon and Samsung announced cooperation, will be launched in the second half of the commercial 5G network

Recently, US telecom operator Verizon and Samsung Electronics America Co., Ltd. reached a cooperation to launch a commercial 5G network in Sacramento, California in the second half of 2018. Samsung will provide Verizon with commercial 5G home routers (CPEs), 5G wireless access devices (RANs) ) And other equipment.

★ Jia Yueting's music as the fund was alert Qingdao Authority

Recently, the Qingdao Regulatory Authority revealed a warning letter to the Music Fund Sales (Qingdao) Co., Ltd. The warning letter pointed out that the company's official seals and personnel files were all managed by LeTV. The actual paid-in capital was 20 million yuan and the loan to the shareholders was 19 million yuan. The company The general manager did not sign the approval form; the existing staff all the staff funds are included in the letter Lok Network Technology Co., Ltd. for accounting.The above situation is in violation of the "Securities Investment Fund Sales Management Measures," the relevant provisions.In addition, the company has not yet exhibition, holding Shareholders have promised to safeguard their independence and support their business development.

★ Samsung is also trapped in the 'battery door': electricity depleting bricks

Recently, the United States part of the world Le Patience NOTE8 mobile phone users in the battery is completely no power, even if plugged in the power can not be charged.To this, Samsung Electronics said it received a few case reports, initially considered the battery power management There is a problem with the circuit and efforts are currently being made to solve it, starting with the replacement of a new mobile phone for the user from January 1, local time in the United States.

★ Bao miles and the purchaser Zhuang Min was publicly condemned by the Shanghai Stock Exchange

Recently, the Shanghai Stock Exchange publicly condemned Baoqianzhuangmin Acquirer and its concerted actors for disclosing the relevant information as well as the performance of duties of responsible persons. The SSE found out that in the reorganization process, Zhuang Min and The parties acting in concert with the assessment agency to provide a fake agreement, resulting in the valuation of the inflated larger, resulting in more shares of the shares of CIDExpenses consideration, undermining the acquisition of the company shares and its shareholders, the legitimate rights and interests.

★ Hikvision sees three blockbuster deals being sold by agencies for 162 million yuan

Hikvision 4 is the three major blockbuster transactions, the parties are sold side seats, a total of 4 million shares sold, a total of 162 million yuan, the buyer were CICC Shanghai Huangpu District Hubin Road Securities Sales Department and the CSC Beijing Guangqu Road Securities Sales Department. Sell price of 40.50 yuan / share, unchanged from today's closing price, Hikvision today closed up 2.17%.

★ Photoelectric shares held by more than 5% of the cumulative holdings of 3628 shares

Poly flying photoelectric recently announced that the company received more than 5% stake held by shareholders Wang Guishan issued a "letter on the completion of the reduction plan letter," November 10, 2017 to January 3, 2018 period, Wang Guishan by focusing Auction trading and bulk trading total holdings 36277500 shares, accounting for 2.9020% of the total share capital, shares reduction plan has been completed.After the reduction, Wang Guishan holds shares of the company 113,900,000 shares, the total share capital The proportion of 9.1115%, still holding more than 5% of the company's shareholders.

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