Mining, storage business opportunities ram | Acer intends to pass Albatron pass

In recent years, the veteran card factory Qingyun, whose performance has fluctuate greatly, has reported that Acer intends to enter into shares or purchase news. As the stock price of the Qingyun Group has skyrocketed since the beginning of 2018, cabinet buyers have released an early warning system, making Acer’s rumors particularly sensitive. For market rumors, Acer and Qingyun all said they had not heard of the situation. Acer pointed out that major issues relating to mergers and acquisitions and share issues were mainly announced. In the near future, Qingyun and the second-line graphics card maker have become the focus of the market. As the performance gradually rises, the stock price soars. At the end of 2017, the stock price was 32 yuan, and the 5th closing price of 90.7 yuan was the new record high. The performance of high-growth growth was highly anticipated. As Qingyun's performance increased quarter by quarter, revenue increased by 118% in 2017, and the annual EPS had an opportunity to exceed 3 yuan. Write a new record for five years. In January 2018, the revenue rose by 24% year-on-year. The single month's EPS reached 0.83 yuan. Qingyun, founded in 1984, was mainly engaged in the development and production of large-size TVs. It was listed on the market in 1999. , After the founder of GIGABYTE Co., Ltd. in 2002, Mr. Ke Congyuan entered the main business and launched a transformation plan. His own brand, Albatron, was fully transferred to motherboards, graphics cards, Bluetooth products, etc. Domain, which entered the Netbook market in 2009, entered the touch field battlefield in 2010, but the benefits of the transformation plan were not as expected. However, as Kecongyuan returned to Gigabyte's board of directors in 2012, GIGABY president Ye Peicheng also entered Qingyun's board through Fucheng Investment. The two parties cooperate closely. In recent years, Qingyun has invested in beauty nail phototherapy products and IPC industrial control card market. The major profit sources are agents and access services. The main businesses include Micron memory products, Gigabyte cards, e-battle NB and Netcom products. The main reason for Qingyun's 2017 performance year-to-year increase was that except for the surge in memory prices, GIGABYTE's orders contributed a lot, including the sharp increase in the sales of graphics cards and server services due to the mining boom. The market is expected to benefit from the robust sales of GIGABYTE graphics cards and the new server. Single, Qingyun 2018 performance can be expected. It is worth noting that the recent transfer of Acer intends to participate in the stock market through the acquisition of shares, Qingyun, the two sides have held preliminary discussions, the market speculates that Acer intends to acquire Qingyun, should consider the fast food plate Card mining boom business opportunities, and cut into the memory sales, access market, and Acer positively into the Internet of things, industrial computer collar Into the main Qingyun can quickly have IPC IPC R & D and sales capabilities. Currently Qingyun chairman Ke Congyuan as the largest shareholder, holding up to 31.96%, Acer into the main Qingyun as long as Ke Congyuan nodded. However, the market also raised the warning, despite digging The mining boom continues unabated. The card makers’ stock prices have been rising all the time. However, the price of card cards has been highly dependent on Gigabyte, Qingyun, Jiexun, and the conversion of motherboards. There is still a lot of variation in long-term operating performance.

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