★Using 42.7 billion yuan, TCL Group plans to build the 11th generation ultra high definition display production line in Shenzhen
On May 22nd, TCL Group issued an announcement saying that in order to comply with the development trend of semiconductor display technology and grasp the high-growth market opportunities for large-size ultra-high-definition display panels, the company plans to invest in a new production capacity in Guangming New District, Shenzhen, reaching a monthly processing capacity of 3370mm. The 11th-generation ultra-high-definition new display device production line with about 90,000 2940mm glass substrates. It mainly produces and sells 65', 70' (21:9), 75' 8K ultra-high-definition displays and 65'OLED, 75'OLED displays. Ping Ping, etc. The total investment of the project is approximately RMB 42.683 billion. The TCL Group and its controlling subsidiary Shenzhen Huaxing Optoelectronics Technology Co., Ltd. (hereinafter referred to as 'Huaxing Optoelectronics') and Shenzhen Major Industrial Development Phase I Fund Co., Ltd. (hereinafter referred to as 'Industrial Development Fund') ') On May 22, 2018, signed the "11th Generation Ultra-High Definition New Display Device Project Cooperation Agreement", Huaxing Optoelectronics and Industrial Development Fund will jointly cooperate with Shenzhen Huaxing Optoelectronics Semiconductor Display Technology Co., Ltd. (hereinafter referred to as 'target company'). ) Increased registered capital of RMB 20.3 billion. The project started planning and design, environmental impact assessment and other related basic projects in April 2018; completed product lighting in December 2020; March 2021 To achieve mass production.
★ Guoke Microelectronics plans to invest 200-500 million yuan to acquire Huadian Communications
On the evening of May 22, Guoke Microelectronics issued a notice of suspension of major events, saying that the company is planning to purchase major assets. It is expected that the transaction amount of this major event will reach the standard to be submitted to the general meeting for deliberation. According to the disclosure, the target asset name is Shenzhen Huadian. Communication Co., Ltd. is mainly engaged in the technical development, design and production of communication equipment; cable television system, security system design, production and engineering installation. The transaction method is intended to use cash payment to purchase assets with transaction amount ranging from 200 million to 500 million yuan. (The specific amount needs further negotiation).
★ Sanan Optoelectronics 50 million yuan to establish a subsidiary in Shanghai
On May 22, Sanan Electric announced that according to the development strategy, Sanan, a wholly-owned subsidiary of the company, has established a wholly-owned subsidiary in Shanghai, China, with its own currency of RMB 50 million. Shanghai Sanan Integrated Circuit Co., Ltd. is mainly engaged in R&D and sales of integrated circuits. Sanan Optoelectronics stated that this investment is in line with the development direction and development strategy of the company's industries, which is beneficial to the company’s R&D capabilities and increase its market share. Bigger and stronger main business.
★ North Huachuang received RMB 210 million in National Major Science and Technology Funds
North Huachuang announced on the evening of May 22 that the company and its wholly-owned subsidiary, North China Chuang Microelectronics, received a total of RMB 20.78 million in local government funding for major national science and technology projects allocated by Beijing Economic and Information Commission through Beijing Electronics Holdings Co., Ltd. on the same day. The above government subsidies are not expected to affect the company's total annual profit before tax in 2018.
★ Longji shares: signing a contract for procurement of about 7 billion long single-polysilicon materials
On the evening of May 22nd, Longji announced that it has benefited from the rapid growth of the global photovoltaic industry and continued improvement in demand for monocrystalline products. In recent years, the company’s production capacity and production scale have continued to expand. To ensure the stable supply of raw material polysilicon, the company The company has signed a long-single-polysilicon material procurement contract with Yongxiang Polysilicon, Yongxiang Polysilicon, and Tongwei High-Purity Silicon. The contract purchase volume totals 55,000 tons from May 2018 to December 2020, and the buyer purchases orders on a monthly basis. The price is negotiated and determined on a monthly basis. The total amount of the contract is ultimately determined by the actual purchase quantity and unit price. The estimated total contract amount is approximately RMB 6.996 billion, which accounts for approximately 63% of the company's 2017 operating costs. This contract is a special major purchase contract.
★BOE: Intensified efforts to promote the introduction of localized materials under the conditions of supply
On May 22nd, BOE said on the investor interaction platform that the company's driver ICs were partially imported, some domestically, and the company will step up the introduction of localized materials under the conditions of domestic availability. The company has been actively developing localized suppliers. , strive to promote the development and improvement of the domestic upstream industrial chain.
★ Longji shares: signing a contract for procurement of about 7 billion long single-polysilicon materials
On the evening of May 22nd, Longji announced that it has benefited from the rapid growth of the global photovoltaic industry and continued improvement in demand for monocrystalline products. In recent years, the company’s production capacity and production scale have continued to expand. To ensure the stable supply of raw material polysilicon, the company The company has signed a long-single-polysilicon material procurement contract with Yongxiang Polysilicon, Yongxiang Polysilicon, and Tongwei High-Purity Silicon. The contract purchase volume totals 55,000 tons from May 2018 to December 2020, and the buyer purchases orders on a monthly basis. The price is negotiated and determined on a monthly basis. The total amount of the contract is ultimately determined by the actual purchase quantity and unit price. The estimated total contract amount is approximately RMB 6.996 billion, which accounts for approximately 63% of the company's 2017 operating costs. This contract is a special major purchase contract.
★ Spring and Autumn Electronics: Lenovo incident does not affect the company's business
On May 22, Spring and Autumn Electronics expressed on the investor interaction platform that Lenovo Group and its subsidiaries are one of the company's important customers. The Lenovo event does not affect the company's business.
★ Dongxu Optoelectronics received 242 million yuan in subsidies for national new energy vehicles
Dongxu Optoelectronic announced on the evening of May 22 that Shanghai Shenlong Bus Co., Ltd., a wholly-owned subsidiary of the company, received the second batch of subsidies for the promotion and application of new energy vehicles in 2016 that was transferred from the Shanghai Municipal Finance Bureau on May 21st. The above amount is the promotion subsidies for new energy vehicles sold by the company as of September 30, 2017 and accumulated mileage of up to 30,000 kilometers. The arrival of this subsidy fund will improve the company's cash flow and the company's operations. Have a positive effect.