1. GCL Integrated plans to acquire a semiconductor material company and the stocks will resume trading on Monday;
With the micro-network news, GCL Integrated recently announced that the company plans to purchase major assets. The target asset is a semiconductor company that is supported by the state. The enterprise belongs to the semiconductor materials industry. The counterparty is an independent third party, and there is no related relationship with the company. In view of the fact that this asset acquisition involves multiple counterparties, it is expected to take a long time and the company's shares will resume trading on Monday, May 14, 2018.
GCL Integration is committed to becoming the world's leading one-stop smart integrated energy system integrator, which is based on technology research and development, based on design optimization, system integration as a carrier, financial service support as a bond, and intelligent operation and maintenance services as support. Integrate the 'design + product + service' package provider to build a differentiated leading business model. GCL integration focuses on technical R&D investment and builds a professional system design team for different regions, different types, different scales of photovoltaic power generation systems Provide technical design services and provide optimized design solutions. At the same time, relying on a complete industrial supply chain management system, according to different design requirements, provide customers with optimal system solutions.
2. Quan Zhi Technology holds 10% of the total issued share capital and will be listed and circulated;
According to the micro-network news, Quan Zhi Technology announced that the company's 135 million IPO shares will be lifted on May 16. The number of shares that can actually be listed will be 33.69 million shares after the lift of the ban. 10% of the total share capital.
In addition, Quanzhi Technology and Zhuhai Miaocun Technology Co., Ltd., a subsidiary company of the company, signed a transfer contract on some of the related assets involved in the sale. This transaction constitutes a related party transaction.
3. Jinfu Technology terminated its plan to acquire Hongqing Technology;
According to the micro-network news, Jinfu Technology recently announced that the company had suspended trading in major asset purchases, planned to issue shares and pay cash to purchase 100% of Guangdong Hongqing Electronic Material Technology Co., Ltd., and raised matching funds. The ownership of some production bases is not expected to be properly resolved within the original estimation period, and the transaction counterparty fails to reach agreement on the core terms. The company decided to terminate the restructuring.
4. Guoke micro-listed under the age of 60% of the stock price rose;
Recently, Guoke Microelectronics held a 2017 annual performance briefing session, in which several senior executives including Chairman Zhang Ping responded to investor concerns. Xiang Ping stated that the company will continue to increase investment in chip R&D, form an industrial agglomeration effect, and promote the industry. The advantages of the company's alliances, efforts to promote the localization of the chip.
It is worth mentioning that since China National Micro has landed on the ChiNext on July 12, 2017, the performance of the secondary market has attracted the attention of investors. The company has been listed for less than a year, with the period up to 825%. As of May 11 At the close, Guoke Micro reported 60.91 yuan per share, which was more than six times higher than the issue price.
R&D expenses of 132 million yuan
Accounted for over 30% of revenue
According to the statistics, Guokewei was established in 2008. It is the first integrated circuit design company actually injecting capital from the National Integrated Circuit Industry Investment Fund. It is also a national high-tech enterprise and an integrated circuit design company certified by the Ministry of Industry and Information Technology. Design, R&D and sales of large-scale integrated circuits.
According to National Bureau of Technology micro-secretary Huang Ran told the "Securities Daily" reporter, the company has long been committed to radio and television, security monitoring, solid-state storage, Internet of Things and other areas of large-scale integrated circuit design and solution development. The company will be 20% to 30 per year About half of the sales revenue was used for R&D, and successively undertook a series of major scientific research projects such as the National Major Science and Technology Project, the National Torch Plan, and the Strategic Emerging Technologies of Hunan Province, and accumulated a large amount of intellectual property rights in advanced process engineering.
According to public information, from 2015 to 2017, Guoke Micro R&D expenditures were 88.1964 million yuan, 106 million yuan, and 113 million yuan respectively, which accounted for 24.02%, 21.77% and 31.97% of the operating revenue respectively. It is worth mentioning that In 2017, Guoke Micro R&D expenditure reached a new high, which was an increase of 10.2 percentage points over the same period of the previous year.
According to the 2017 annual report, the revenue and profits of China National Science and Technology Co., Ltd. tend to balance. In the report period, the company achieved a total operating income of 412 million yuan, a year-on-year decrease of 15.8%; and a net profit of 52,644,800 yuan, an increase of 3.01% over the same period. R&D investment has an impact on the current performance, but from the perspective of the company’s historical product development process, it is a painful process.
According to Huang Ran's introduction, the company has successively launched a series of decoding chips supporting NDS advanced security, H.265 high-definition chips, high-end audio chips, high-end solid-state storage control chips, high-definition security monitoring chips, and a series of core autonomous knowledge. The chip of property rights, the above-mentioned part of the chip has filled the domestic blank in many fields, to achieve import substitution.
ZTE Incident
Accelerating the 'China Core' process
Since the Sino-U.S. trade friction and the ZTE incident, the localization process of the chips has accelerated significantly. Huang Ran said that the ZTE event further strengthened the company’s determination to take independent research and development roads and build the nation’s integrated circuit industry.
In January 2016, Guoke Microelectronics released GK2301, the first high-performance solid-state storage controller chip in China, which was completely autonomous and controllable. It broke the monopoly of foreign chip manufacturing companies and became China's first domestic information security assessment center. Double certification, completely owning independent intellectual property products.
The "Securities Daily" reporter learned from the company that the GK2301 repeatedly hit the wall in the early stage of the market, but eventually succeeded in opening the market gate with its excellent performance.
Mr. Zhang Baijian, CEO of Hunan National Branch Storage Technology Co., Ltd., told the reporter that the company’s marketing team had run more than 20 SSD manufacturers in the first four months, but these manufacturers did not dare to easily replace foreign chips that had been in cooperation for a long time. Zhang Baijian finally decided to let the manufacturer try it for free. After four months of testing, the manufacturer found that the indicators of the GK2301 are the same as those of foreign chips, and the data encryption level is even better. In the end, this domestic chip successfully tore long-term import monopoly. Solid-state memory chip market gap.
It is understood that GK2301 has been successfully mass-produced in 2017 and plans to fully enter the consumer market. 'The current shipment has begun in some areas, although the total is not large, but a very good start.' Zhang Baijian revealed that the GK2301 Upgraded version is also under development, data transmission speed will be significantly higher than GK2301.
"Homegrown chips started relatively late, and high-end chips in certain fields still need to be broken. This is an indisputable fact. In recent years, the pace of development of our country's integrated circuit industry has been very fast, and we have achieved very good results in many areas. But from the entire industry Looking at the chain, we still need a huge investment. We have a long way to go, and the localization process is still from the low end to the high end. The process is gradually advancing. Huang Ran told the “Securities Daily” reporter that in the future, the company will increase technology research and development to continuously improve product competition. Efforts to promote the localization of chips. Securities Daily
5. Gree acquires Changyuan Group, and the three businesses are in line with the plan
Gathering micro-network news, a few days ago, Changyuan Group announced that Gree Group has decided to offer an offer to acquire part of the company's shares. It is noteworthy that Gree Group stated that the tender offer for the acquisition of the Changyuan Group is mainly optimistic about the future development of the company, while the Changyuan Group is currently The three business lines of electric vehicles, smart factory equipment and smart grid equipment are quite competitive. Therefore, some analysts believe that these three businesses are in line with Gree's future plans.