August 1st #集微早报#
★ Four factors are suspected, and step on the invisible red line! Jingfeng Mingyuan will be no
On July 31, the Securities and Futures Commission of the China Securities Regulatory Commission ushered in four companies that attended the meeting. Two of them had a successful meeting. Except for the temporary cancellation of the review by Guangdong Marumei, only one semiconductor design company, Jing Fengming. The source IPO will be rejected. For the reasons why Jingfeng Mingyuan will be rejected, the CSRC has pointed out several major doubts. 1. During the reporting period, the distribution revenue accounted for a relatively high proportion, and the discounted sales revenue accounted for a relatively high and periodly period. 2. In the report period, the issuer's comprehensive gross profit margin increased slightly, which was lower than that of comparable companies in the same industry. The gross profit margin of leading products fluctuated; 3. The issuer's inventory balance increased at the end of each reporting period, and the main inventory storage location was in the middle test factory. In the warehouse of the testing and testing factory, the ratio of inventory depreciation reserve to the book balance of the inventory is lower than that of the comparable listed company; 4. In the history of the issuer, there is a case of entrusted shareholding due to the equity incentive, and the equity of Shanghai Jingzherui also has equity holding.
★ Lei Jun, Limin, Zeng Wanhui, Liao Jie, Yan Xiaoning, Zhou Zhengyu's collection of micro-peaks: Big coffee gathers together for the future
Have you ever had such a dream? Without Buffett's lunch, you can participate in the gathering of the summit: a many-to-many micro-welcome dinner, a one-to-many micro-dining room, one-on-one micro-teahouse...2018 On August 31st, the 2nd Jimei Semiconductor Summit, hundreds of big sisters will come to the summit, waiting for your encounter! Xiaomi company founder, chairman and CEO Lei Jun message: Open for development, innovation to win the future! The Micro Semiconductor Summit was a complete success.
★ Only for the 8-inch chip production line! Silan Micro and the multi-directional Shilan Group will increase 500 million
On July 31, Silan Micro announced that the company and its holding subsidiary Hangzhou Silan IC Co., Ltd. intend to jointly invest RMB 500 million in Hangzhou Gaoxin Technology Entrepreneurship Service Co., Ltd. to subscribe for Hangzhou Silan Group Microelectronics Co., Ltd. The newly added registered capital is 439,395,563 yuan. The capital contribution premium will be included in the capital reserve of Hangzhou Silan Jiyu Microelectronics Co., Ltd. Among them, Gaoxinkechuang contributed RMB 300 million in currency and subscribed for registered capital of RMB 263,637,338; We will invest RMB 120 million in currency and subscribe for registered capital of RMB 105,454,935; Silan will invest RMB 80 million in currency and subscribe for registered capital of RMB 70,303,290. After the completion of this capital increase, the registered capital of Silan Group will be increased from RMB 820,000,000 to 1,259,395,563 yuan.
★ Another solid-state storage company was acquired! Tongji Technology plans to purchase 650 million Hongqin Technology
On the evening of July 30, the same technology disclosure restructuring plan stated that it is planned to purchase 100% of Hongqin Technology by issuing shares and paying cash at a price of 650 million yuan. Up to now, the three leading domestic enterprises in the solid industry of special industries have been in the early stage. It was acquired by a listed company. It is understood that the transaction is for the same technology to intend to Yang Jianli, Hefei Ruby, Zhuhai Hanhu Naland, Huachuang Ruichi, Yu Daxian and Tian Aihua to issue shares and pay cash to buy their holdings. 100% equity of Hongqin Technology. According to the announcement of Tongyou Technology, the initial value of the above-mentioned transaction assets is 650 million yuan. After the completion of the transaction, Hongqin Technology will become a wholly-owned subsidiary of Tongyou Technology. The consideration paid by the listed company to pay the issued shares is 60% of the estimated total amount of the transaction; the consideration paid in cash is 40% of the estimated total amount of the transaction.
★ Datang Telecom's controlling shareholders are conducting 5G related research and testing
On July 31, Datang Telecom said on the interactive platform that the company's controlling shareholders are currently conducting 5G-related research and testing, and at the same time carrying out 5G industry planning and layout. In the face of 5G development opportunities, the company is also actively carrying out relevant research work. The company and Qualcomm joint venture company are already in the process of registration and capital contribution. It is reported that Qualcomm and Datang Mobile jointly announced on June 21, 2018 that the two parties will cooperate to develop 5G new in the 3.5GHz frequency band based on the 3GPP Release 15 standard. Air interface interoperability testing. The test will use the base station provided by Datang Mobile and the user terminal (UE) provided by QualcommTechnologies, both of which comply with the 3GPP5G new air interface specification.
★ Self-raised 300 million funds! Han's laser plans to build rolling functional components (phase 1)
On July 31, Dazu Laser issued an announcement. The board of directors of the company reviewed and approved on July 30. Dazu Laser combined the rolling functional component products (linear guide rail and ball screw) project construction plan according to business needs, and plans to raise about 300 million yuan. Yuan Renminbi Investment Construction Rolling Functional Component Product Project (Phase I). Dazu Laser said that the implementation of this project is in line with the requirements of the national development of high-end manufacturing and core supporting industry development planning, and is a national encouraged investment project, supported by a series of industrial policies. Rolling features are widely used in CNC machine tools, industrial automation, electric vehicles, etc., with huge market capacity and good prospects.
★ Introducing strategic investors one after another! Jinfu Technology Real Controls transferred 11.77% shares within three months
Jinfu Technology announced on July 30 that the company’s real controller, Fu Guoping, Yang Xiaowei signed a share transfer agreement with Taixing Zhicheng Industrial Investment Fund (hereinafter referred to as “Zhicheng Investment”) on July 29, Yang Xiaowei The 75,000,000 shares of Jinfu Technology's unrestricted circulation of A shares are transferred to Zhicheng Investment, accounting for 6.85% of the company's total share capital. The unit price of the transfer is 4 yuan/share. After the transfer is completed, Zhicheng Investment will hold 6.85% of the company's shares. The actual controller of the technology has not changed, and is still Fuguoping and Yang Xiaowei. Zhicheng Investment has become a shareholder and strategic investment shareholder with more than 5% of the company's shares. After the completion of the transfer, Ruiwei Investment will hold 126 million shares, accounting for the company. The total share capital is 14.92%, which has become the company's largest shareholder. The company's actual controller is still Fu Guoping, Yang Xiaowei. Xiao Peng, Ruiwei Investment is Fu Guoping, Yang Xiaowei's concerted action, the company's control has not changed.
★Guiyan Platinum sputtering target customers are mainly concentrated in the field of semiconductor chips
On July 31, Guiyan Platinum said on the investor interaction platform that the company's sputtering target customers are mainly concentrated in the field of semiconductor chips, and the products are not yet used in the field of medical devices. In addition, the company's water gold, target and other products It is used in integrated circuits. Guiyan Platinum Co., Ltd. is a professional enterprise engaged in research, development and production of functional materials for precious metals. It has a stable research and production team headed by academicians of the Chinese Academy of Engineering, and holds a series of precious metal functional materials. Core technology. The company's products cover four categories of high-purity precious metals, special functional materials, information functional materials, environmental and catalytic functional materials. It is a high-tech special functional materials industry supported by national industrial policies. Products include electronic information, aviation, Aerospace, shipbuilding and other industries.