Recently, the Jiangsu Provincial Development and Reform Commission issued the "Notice on the 2018 Investment Plan for Major Projects."
The notice pointed out that Jiangsu Province issued a major project investment plan of 660 billion yuan in 2018. Among them, photovoltaics are listed as 'clean and efficient energy', and the total construction scale is 5 million kilowatts from 2016 to 2020, with a total planned investment of 30 billion yuan. Plan to invest 11 billion yuan in 2018. Jiangsu Development and Reform Commission
2. Liquid crystal module market demand is hot! Zhengye Technology's net profit in the first half of the year increased by 40.47%
Set micro-network news (text / Lee), August 1, Zhengye Technology released the first half of the 2018 financial report, the company realized operating income of 696,317,700 yuan, an increase of 28.07% over the same period last year; operating profit of 136,651,800 yuan, an increase over the same period last year 49.08%; net profit attributable to shareholders of listed companies was 117,738,700 yuan, an increase of 40.47% over the same period last year.
Zhengye Technology said that in the LCD module, new energy, PCB, welding and other industries, the company's overall economic performance is good, the sales of main products maintained a steady growth trend, achieving operating income of 696,317,700 yuan, an increase of 28.07% over the same period last year. 2018 In the first half of the year, the company's high-end equipment and automated production lines realized operating income of 565.909 million yuan, accounting for 81.26% of total operating income, an increase of 27.87%.
In the liquid crystal module business, in the first half of 2018, the company achieved operating income of RMB 21,131,800, a year-on-year increase of 62.79%; net profit of RMB 65,083,400, a year-on-year increase of 198.87%. In the first half of 2018, ICBC completed its performance over 2017. Annual performance, and further deepening cooperation with Japan's JDI and other leading companies in the LCD panel industry. The automation welding production line and accessories realized revenue of RMB 69,951,700, a year-on-year increase of 22.21%; net profit of RMB 24,847,900, a year-on-year increase of 1.34%. PCB business realized operating income 23,93.42 million yuan, an increase of 11.56%. The lithium battery equipment and accessories business realized income of 88,180,400 yuan, an increase of 16.46%.
During the reporting period, Hyun Shuozhi made a revenue of RMB 74,866,700 and realized a net profit of RMB 275,500. In the first half of 2018, the new business market was not developed due to the decline or lag in the procurement demand of the LED industry customers for Hyun Shuo Zhi’s main products. It is expected that the performance of Hyun Shuo Zhi's performance in the first half of 2018 is not satisfactory, and there is a big gap with the annual performance commitment target. (Proofreading / Lee)
3. Apple CEO Cook: We are playing a TV project but can't say
Tencent Technology News According to foreign media reports, Apple CEO Tim Cook said on Tuesday that the company is playing a TV project, but it is not convenient to tell us now.
'We recruited two highly respected TV executives last year. Now they have been working for us for several months. We have been working on a TV project. However, we are not ready to share relevant information with you. All details The situation is not easy to disclose now. ' Cook told the analyst at the earnings conference call, 'But I am very excited about this project.'
He added that Apple 'recruited the best talent in the industry and was confident in the products or services we would eventually offer.'
In the past year, Apple has been announcing news of creating original content, including a multi-year partnership with Oprah. It was first introduced in early programs such as Planet of the Apps. In the Apple Music service. However, people think that Apple may introduce something new. Now we don't know if it will launch a new streaming video service that competes with Netflix, Hulu and Amazon Prime. Other things, such as service packages including Apple Music Services.
A year ago, Apple dug two executives, Jamie Erlicht and Zack Van Amburg, from Sony Pictures and Television. The two executives were involved in making heat. The drama "Breaking Bad", "The Crown" and "Rescue Me".
In the early days of Apple TV's development, Apple just regarded its streaming set-top box as a 'hobby'. But now, it is no longer a 'hobby'. Apple did not disclose Apple TV sales, but Cook pointed out that In the second quarter, Apple TV's sales and sales 'had a double-digit growth'. Later this year, Charter Communications will offer its subscribers Apple 4K TV.
As consumers gradually abandon traditional cable TV and switch to streaming services, Apple, Netflix and other companies have benefited a lot. Netflix, Amazon Prime and Hulu provide thousands of videos for viewers to watch through streaming services, while Sling TV, DirecTV Now and YouTube let users watch live TV shows on the Internet. Audiences are increasingly using Apple TV, Roku set-top boxes and Chromecast TV sticks to watch TV shows.
On Tuesday, Cook said he expects people to give up cable TV at a much faster rate than people think.
'We are really happy that we are doing some projects. However, we are not convenient to disclose today.' He added.
On Tuesday, Apple also announced better-than-expected third-quarter earnings. It expects fourth-quarter revenue growth to exceed Wall Street expectations, as Apple will launch the new iPhone in September. It also said its services Business revenue has grown for the second consecutive quarter, up 31% year-on-year. Tencent Technology
4.Q2 TV shipments are not as expected, H2 panel prices have skyrocketed into hidden concerns
According to the latest research report of TrendForce Optoelectronics Research (WitsView), due to the high inventory inventory, the number of global TV brand shipments in the second quarter of this (2018) year was 47.75 million units, a decrease of 3.8%. Looking ahead to 2018, although the second half The impact of the rapid increase in panel costs on demand is still difficult to estimate, but in the second quarter, shipments were not as expected, WitsView estimated the number of shipments of TV brands for the whole year from the original 219 million units to 215.7 million units. The annual increase is about 2.3%.
Yang Qingxiang, research manager of WitsView, pointed out that under the blessing of the World Cup demand for early stocking, the performance of TV brand shipments in the first quarter of this year was dazzling, but the doubts that the overall channel inventory was too large began to emerge in the second quarter, prompting TV brands to adjust. The rhythm of the goods and the demand for panel purchases. Although the market is still looking forward to the demand for the third quarter of the peak season, if the price of the TV panel is too strong, it will be detrimental to the promotion of TV brands and may inhibit the expansion of some demand.
WitsView pointed out that QLED high-end TV, led by Samsung's leading TV brand, was eclipsed by the strong challenge of the OLED TV camp last year. However, Samsung actively cleared the channel inventory of old products in the first half of this year, plus the TV panel of the first half of the year. The price continues to drop, so that QLEDs with LCD panels and QD diaphragms have more opportunities to show cost advantages. But because of the high-end products, Samsung’s overall shipments are expected to decline to 41 million this year. station.
Compared with Samsung's full-strength sprint QLED, LG Electronics and Sony adopted a stable and stable strategy. The second quarter shipments ranked second and fifth respectively. WitsView pointed out that the two brands are profiting from the continued promotion of OLED products. The performance is better than expected, and because the inventory maintains a healthy water level, the shipment status will not be ups and downs. In the second half of the year, LG Electronics will continue to expand the sales proportion of OLED products. The shipment volume this year is expected to maintain a small growth to 28.6 million units. Maintaining a high-end product image will strategically abandon some low-end and non-profitable products, and this year's shipments are expected to decline slightly to 11.6 million units.
Chinese brands TCL and Hisense have promoted brand awareness in the World Cup through celebrity endorsements and official sponsorships. Although the second quarter shipments of the two brands were slightly affected by the premature elimination of the World Cup stocking effect, the number of shipments still ranked third. Fourth. WitsView estimates that TCL's annual shipments will be approximately 16.6 million units in 2018, while Hisense will be approximately 13.8 million units.
Seeing that the Chinese TV market is gradually saturated, the development of the overseas TV market has become the key to the growth of Chinese brands. TCL is actively expanding its overseas markets such as North America with the panel cost advantage of the same group Huaxing Optoelectronics; Hisense also bought Toshiba TV for 40 years last year. The right to expand into Haikou, we can expect the influence of Chinese brands in the global TV market will increase with time.
WitsView said that after entering the third quarter, 32 吋 and other small sizes began to drive the price of the panel to reverse the trend, while the TV brand and the foundry in the hope of avoiding the shortage of the peak season, let the panel market increase the price of the situation More serious. But for TV brands, the cost of the panel is stable to help plan the terminal price for future promotions. Therefore, the panel cost and supply uncertainty will bring more risks to the brand's peak season promotion. MoneyDJ
5. Panel prices have been significantly revised down in the first half of the year, and this season has rebounded
Taiwan's panel leader group announced that since the end of the second quarter, the combined operating net profit of NT$ 649 million (the same below); due to the collapse of the panel price, the consolidated pre-tax surplus has decreased by more than 70% from the previous quarter to 10.13 billion. Yuan, but still paying profitable transcripts for eight consecutive seasons.
In the second quarter of this year, the panel price plummeted. Wang Zhichao, the former chairman and chief executive of Innolux, warned in June that the second half of this year will be very hard, and the panel factory will have loss pressure. The South Korean indicator factory Lejin Display (LGD) has been in the second quarter. In the face of serious losses, but Taiwan's panel double tiger differentiation strategy worked, the single season still maintains profit, the performance is relatively good.
Inventories' pre-tax profit for the second quarter was 1.013 billion yuan, a 74.1% quarter-on-quarter decline, and a 93.7% decline from the same period last year. The pre-tax surplus for the first half of the year was 4.933 billion yuan.
In the second quarter of the Taiwanese double tigers, the counterfeit transcripts were paid against the trend, and recently became the target of foreign investment. The foreign capital bought 3,183 pieces of super group yesterday and stood at the buyer for six consecutive trading days. In addition, foreign investors also bought super friendda yesterday. More than 46,000, also standing on the buyer for six consecutive trading days.
After the panel price was significantly revised down in the first half of the year, this season has rebounded. Innolux has notified customers to increase the price in July. Some large-size products have increased by single digit percentage. The small and medium-sized production capacity is full, and the increase is even worse. In addition, Innolux is also actively entering the niche market such as vehicles, and has become the panel supply chain of the world's first-tier automakers. It has long-term supply of Tesla vehicle panels. In recent years, it has been actively expanding from pure supply panels to module shipments. Yang Zhuxiang, general manager of AII, stressed that this year, the sales volume of Group's automotive display modules will reach the level of 'Millions'.
Yang Qingxiang, research manager of the market research institute WitsView, pointed out that under the blessing of price hikes and the blessing of the World Cup demand, the TV brand shipment performance in the first quarter of this year was outstanding, but the overall channel inventory was also made. Excessive doubts began to emerge in the second quarter, prompting TV brands to adjust the shipping rhythm and panel procurement needs.
6. Sharp this autumn smart machine will use its own OLED panel
Engadget's Japanese version reported that Sharp, which invested in Hon Hai, will launch a smartphone product with its own OLED panel this fall. Sharp Vice President Nomura said in a financial report briefing on July 31 that 'Sharp has started producing OLED panels in June and will be used on Sharp's smartphones on Q3'.
According to the Asahi Shimbun, Sharp has invested tens of billions of yen in the OLED panel manufacturing line at the Mie Plant and the (Earth) plant, and the OLED panel will be installed on the high-end models of its own brand 'AQUOS'. Demonstrating the quality of OLED panels, the goal is to sell to Apple, Apple, China and other external companies in the future.
In addition, the Nikkei News reported that Nomura Sei Ming said on July 31 that 'will use the funds handed by Sharp to buy back the Sharp preferred stock held by Mitsubishi UFJ Bank and Mizuho Bank and cancel it.' Nomura Nomin Pointed out, 'I hope to buy back preferred shares twice before June 2019'.
Sharp once planned to issue new shares through public offerings, raising about 216.2 billion yen, of which 185 billion yen will be used to deal with 'negative inheritance (bank-held preferred stock)', but then Sharp will use US-China trade friction, resulting in 4. The reason for the increase in stock market instability is to revoke the above capital increase plan.
According to the offer of the Harvest XQ Global Winner System, as of 10:10 am on the 1st of Taipei time, Sharp arrogantly 6.15% to 2,744 yen, up to 2,795 yen (up 8.12%), a month and a half (June) Since the 15th) new high standards.
Sharp announced its earnings report for the previous quarter on July 31. The revenue increased for the sixth quarter. The profit of the industry increased by 45% and earned money for the eighth quarter.
Japan's IT-related research company BCN announced its investigation report on July 13 (consolidating the actual sales data of Japanese electricity stores), pointing out that Sharp, who defeated Sony in 2017 as a Japanese Android smartphone, will continue to enter 2018. In a stable position, during the H1 (Jan-June) period in 2018, Sharp won a market share of 1/4 (25.9%) in the Android smartphone market in Japan (excluding the Apple iPhone), with a target of 6.1 percentage points. The gap pressure Sony continues to be the first.
In addition, during the H1 period, Sony ranked second in the Japanese Android smartphone market with 19.8% market share, but the gap between Huawei and the third-ranked Huawei (H1 market share of 18.4%) was only 1.4 percentage points. According to data released by BCN, the market share of Sony in the Android smartphone market in Japan during the period from January to May 20 is 20.1%, and that of Huawei is 17.5%. The gap between the two parties is 2.6 percentage points. MoneyDJ