1. Ziguang or heavy gold acquired the German chip factory Siltronic AG;
Original title: Haihaiji | Ziguang or heavy gold acquisition of German wafer factory Taiwan media: Taiwan manufacturers are afraid to wait
Reference News Network reported on August 6 that Taiwan media said that the mainland Ziguang Group has decided to invest heavily in the acquisition of the German wafer factory Siltronic AG, the world's fourth largest semiconductor silicon wafer fab. Originally possible to participate in the global crystal Imagining the bursting of space, coupled with the strength of the mainland semiconductor silicon wafer fab, Taiwan's global crystal status was hit, Global Crystal, China and the United States and other stock prices plummeted, the China Electronics News reported that Taiwan manufacturers are frustrating, etc. ) .
According to a report by Taiwan Zhongshi Electronics News on August 2, financial institutions and shareholders held the Super Global Crystal and China-US Crystal on August 1st. Global Crystal was sold by more than 1,000 corporate entities, and the stock price was heavy on the 1st. Frustrated by more than 8 percentage points, the stock price fell below the half-year line. Sino-US crystal fell below the hundred yuan mark, almost spit back this year's gains.
According to the report, in the face of such a situation, Taiwanese manufacturers can only wait for fear.
According to Taiwan's "Business Times" website reported on July 26, for a long time, the EU's action on land acquisitions, the mentality of 'friendly' many, especially after the recent changes in US-China relations, land investment in the EU region continues to increase The amount of European assets acquired by land acquisitions this year has reached 45.5 billion US dollars, doubling the annual growth rate. On the contrary, the investment in land investment in the United States is only 1.9 billion US dollars, three-quarters less.
Taiwan's semiconductor industry pointed out that Lu Capital is not aware of its own semiconductor strength. In recent years, it has initiated many mergers and acquisitions. However, for the three chip makers in Taiwan, Nanmao and Silicon Products, as well as the acquisition of Micron, are subject to The Taiwan authorities and the US official refused.
Recently, companies have turned their eyes to Europe.
At the end of July, Tsinghua Unisplendancy earned the French chipmaker Linxens for $2.6 billion.
According to the British "Financial Times" website reported on July 25, Tsinghua Unisplendour (Ziguang Group) agreed to acquire the French chip manufacturer Linxens from the private equity firm CVC Capital Partners. The agreement was reached a month ago, but both parties None of them were announced, the purchase amount was 2.6 billion US dollars.
This acquisition still requires the approval of the French, German and Linxens trade unions.
Taiwan's "Economic Daily" said that Linxens was founded in 1979 to provide micro-connectors, RFID antennas and other products for the security and authentication markets. It is widely used in smart cards, chips, computer modules, etc. Linxens is not listed, according to official website information. The company has eight production sites and four R&D centers in Europe, Asia and North America with an annual turnover of 500 million Euros.
According to the report, if the transaction can be successfully completed, this will be the first overseas investment of Ziguang Group in the past two years. The acquisition of Linxens will further strengthen the business capability of Ziguang Security Chip.
Taiwan's 钜亨网 reported that the mainland is currently the world's largest wafer market, but its self-produced wafer production is only 16%, and the annual wafer import value is about 200 billion US dollars.
According to the report, mainland companies have made achievements in independent research and development in recent years. At the same time, the high investment in the old factories in the mainland has cultivated managers, engineers and scientists to operate the semiconductor manufacturing business. These efforts have created a cornerstone for the success of the mainland semiconductor industry. .
2. Weir shares: a cash dividend of 0.045 yuan per share;
According to the micro-network news, Shanghai Weir Semiconductor Co., Ltd. implemented the 2017 annual equity distribution plan: A-share dividends per share of 0.045 yuan (including tax).
Equity registration date: 2018/8/9
Ex-dividend date: 2018/8/10
Cash dividend distribution date: 2018/8/10
The first extraordinary shareholders meeting of Shanghai Weir Semiconductor Co., Ltd. in 2018 was held on August 3, 2018. The meeting reviewed and approved the “Proposal on the Change of the Implementation Subject of Partially Raised Funds Investment Projects”, “About the Company’s New Expected Daily Related Transactions Proposal, "Proposal on the Company's Cash Acquisition of Partial Equity and Related Transactions of Beijing Haowei Technology Co., Ltd."
3. Kelu Electronics: Shenzhen State-owned enterprises surpassed 1 billion shares to hold shares of 10.78%;
Sina Finance News, Kelu Electronics announced on the evening of August 5 that Rao Luhua, the controlling shareholder of the company, intends to transfer the 152 million shares (10.78% of the total share capital) held by the company to the wholly-owned subsidiary of Shenzhen SASAC, Yuanzhi Investment, the transaction amount 10.34 billion yuan, the average transaction price is 6.81 yuan, which is 5% higher than the stock price before the suspension of 6.49 yuan. After the transaction, Rao Luhua, Yuanzhi Investment's shareholding ratio is 32.35%, 10.78%, will not lead to changes in control. In addition, semi-annual report It shows that in the first half of this year, the company achieved a net profit of 64.622 million yuan, a year-on-year decline of 52%.
4. Grab 5G, Feirongda plans to control 320 million holdings of Bowei Communication and Runxingtai;
Set micro-network news, 5G commercial is just around the corner, mobile phone supplier manufacturers are eager to seize 5G highland. On August 5, Shenzhen Feirongda Technology Co., Ltd. (hereinafter referred to as 'Fei Rongda') issued an announcement, the company plans to increase capital and The equity acquisition method obtained 51% equity of Zhuhai Runxingtai Electric Co., Ltd. (hereinafter referred to as 'Runxingtai'), and the transaction amount is expected to be 170 million yuan. Another cash acquisition of Guangdong Bowei Communication Technology Co., Ltd. (hereinafter referred to as '博纬通讯') ' ) 51% equity, the transaction amount is expected to not exceed 153 million yuan.
According to the disclosure, all shareholders of Runxingtai agreed to the transaction and gave up the preemptive right to purchase the assets. The two parties have signed the formal transaction documents. Runxingtai's main business is the production of semi-solid products and die-casting light alloy products. The products are 4G/5G base station housing, radiator, filter, antenna base, new energy electric vehicle battery, electronic control, electric drive, reducer, chassis and other components of die-casting structural parts, connecting arms of robots and intelligent equipment, Electronically controlled radiator, operation panel, etc.
Fei Rongda believes that after the completion of this transaction, Runxingtai will become the holding subsidiary of the company, on the one hand deepening the industrial innovation coordination of all parties, on the other hand by integrating the company's customer resource advantages and the product characteristics of Runxingtai and Advantages, to achieve business channel integration and complementary advantages, promote business synergy development, and thus enhance the company's comprehensive strength.
In addition, Feirongda and Bowei Communications shareholders Wu Biqun, Cai Liang, Wu Huajian, Su Zhenhua, Liu Yu, Song Yuli, Zhang Zhiguang, Guangzhou Boqun Investment Management Center (Limited Partnership) signed the “About the acquisition of Guangdong Bowei in cash” Communication Technology Co., Ltd. 51% equity intention agreement.
Bowei Communication is a high-tech enterprise integrating R&D, production, sales and engineering services of mobile communication antennas. The company is mainly oriented to customer needs, pursuing technological innovation, providing customers with advanced technical solutions and quality products. Communication attaches importance to independent research and development and technological innovation. The core R&D team consists of Dr. Haigui and experienced engineers, and has established close cooperative relations with many universities.
In the acquisition plan, Boyi Communications promised that the net profit attributable to the shareholders of the parent company in the 2018, 2019, and 2020 audited consolidated statements should not be less than RMB 12 million, RMB 24 million, and 36 million. yuan.
'After the completion of this equity acquisition, it will become an important step for Feirongda's strategic layout of 5G. ' Fei Rongda said that since its establishment, Bowei Communication has been deeply involved in the R&D, production and sales of base station antennas, with excellent and efficient R & D team, mature and stable overseas market and customers, leading technology, high-quality product quality can meet the diversified product demand of 4G, 5G and other multi-network standards at home and abroad, and has strong market competitiveness in the field of mobile communication antennas.
In fact, Feirongda is mainly engaged in the research and development, design, production and sales of electromagnetic shielding materials and devices, thermal conductive materials and devices. It can provide customers with electromagnetic shielding and thermal conductivity application solutions, and it is more demanding in wireless charging and terminal applications in the 5G era. Big.
Nowadays, electromagnetic shielding materials, thermal conductive materials and devices are in a transition period of 4G to 5G in the communication equipment market, and the demand has slowed down remarkably. The overall sales of Feirongda decreased slightly compared with the same period of last year, which is less than expected. Feirongda intends to hold this time. Bowei Communication and Runxingtai, in the 5G era, its products are more competitive. At present, Feirongda has already supplied to mobile phone brands such as Huawei.
5. Nantong Zhongtian Technology and Huada Micro ranked among the top 100 electronic information in China
The reporter learned from the Nantong City Federation of Industry and Commerce that in the list of China's top 100 electronic information companies released on July 31, Nantong Zhongtian Technology Group Co., Ltd. and Nantong Huada Microelectronics Group Co., Ltd. were listed on the list. 16 and 44.
It is reported that the top 100 enterprises achieved a total of 3.5 trillion yuan of main business income, an increase of 16.7% over the previous year; total assets totaled 4.4 trillion yuan, an increase of 10% over the previous year; the minimum main business income of the finalists was 5.04 billion. Yuan, an increase of 680 million yuan over the previous session. Among the top 100 enterprises, there are 9 Jiangsu enterprises, and Zhongtian Technology ranks first among Jiangsu enterprises.
Zhongtian Technology entered the field of optical fiber communication in the early 1990s. The main optical fiber communication and power transmission products have formed nearly 100 series, thousands of varieties, including the latest products and technologies of China's optical cable, filling the domestic A number of blanks. Nantong Huada Microelectronics Group Co., Ltd. is the first batch of integrated circuit certification enterprises in the country with semiconductor device packaging and testing. It has been rated as 'China Electronics Top 100 Enterprises' for many years. Business'.