August 8th #集微早报#
★IPO cycle is shortened, asset income is considerable! Broadcom integration will suspend voting
On August 7th, Broadcom Integrated Circuits (Shanghai) Co., Ltd. (hereinafter referred to as 'Broadcom Integrated') will suspend voting on the IPO. The reasons for the suspension of voting on Broadcom's integrated IPO, the SFC did not disclose specific details. In other words, the IPO initial application was suspended, and the audit committee received the report information and found that there is still a problem that needs to be investigated and verified and affects the clear judgment. Otherwise, the review committee did not review the feedback because of some feedback, and it needs the sponsor and the company to supplement. The data is explained. 'Because each company's situation is different, whether to issue a suspension vote should be analyzed on a case-by-case basis. In general, the audit committee did not review the feedback because of some feedback, and the sponsor and the company's supplementary information were needed for explanation. The relevant person in the supervision department said.
★TCL Guo Aiping, Pan Jianyue, Hu Zhengda, Huang Xueliang, Lin Zhidong's collection of micro summits, gathering in Xiamen to talk about the future
On August 31, 2018, the 2nd Jimei Semiconductor Summit will be held in Haishu, Xiamen. As an annual industry carnival, the Micro-Semiconductor Summit will attract industry attention. Guo Aiping, Executive Vice President of TCL Communication, is based on a new starting point. Take a new journey and create new glory. I wish the micro-net ten years to go up! Last year, more than 30 listed company CEOs, 50 investment partner, 150 industry company CEOs and 200 traders trillions The fund manager met this historical moment together. On the first working day after the summit, the A-share IC sector gained 3.42%, the semiconductor sector rose 2.71%, and the chip replacement sector rose 4.53%. The three sectors collectively rose, during the same period. The Shanghai Composite Index rose only 0.3%.
★ Fenghua Hi-Tech was investigated by the Securities Regulatory Commission
On the evening of August 7, Fenghua Hi-Tech announced that the company received the “Notice of Investigation” from the China Securities Regulatory Commission on August 7 (Yuezheng Survey Tongzi No. 180161). Fenghua Hi-Tech violated securities laws and regulations on alleged information disclosure. According to the relevant provisions of the Securities Law of the People's Republic of China, the China Securities Regulatory Commission decided to investigate the company. Fenghua Hi-Tech announced that during the investigation, the company will actively cooperate with the investigation work of the China Securities Regulatory Commission and fulfill its information disclosure obligations in strict accordance with regulatory requirements. .
★ 8 inch production line has not yet reached production, Silan's first half net profit increased by 13%
On August 7, Silan Micro released its first half of 2018 results announcement. The company's total operating income was 1,437.09 million yuan, an increase of 10.70% over the same period of 2017. The company's operating profit was 61.65 million yuan, a decrease of 32.63% over the same period of 2017; The total profit was 62 million yuan, a decrease of 31.84% over the same period of 2017; the net profit attributable to the shareholders of the parent company was 95.31 million yuan, an increase of 12.90% over the same period of 2017. Silan Micro said that the company's subsidiary company Shilan Group The 8-inch chip production line has not yet reached production during the reporting period, and the fixed cost is relatively high. There is still a certain amount of loss which is the main reason for the decrease in the company's operating profit and total profit.
★Screen fingerprints become a new profit growth point! Oufei Technology's net profit increased by 19.93% in the first half of the year
On August 7, Oufei Technology announced that in the first half of 2018, the company achieved operating income of 18.256 billion yuan, a year-on-year increase of 20.74%; net profit attributable to shareholders of listed companies was 744 million yuan, an increase of 19.93%; deducting non-recurring gains and losses Net profit was 685 million yuan, up 66.06% year-on-year. Oufei Technology said that the company's revenue and net profit achieved double growth mainly due to the company's full use of optical innovation and design advantages, continuous optimization of business structure, the global market share of camera products steadily Increased, the proportion of dual-camera module shipments increased rapidly; At the same time, Oufei Technology continued to take advantage of the leading industry in the touch field, grasping the industrial opportunities of the return-to-touch solutions under the OLED trend, and continuously improve product quality and customer service capabilities. 2. The profit rate of the touch business has steadily increased and the profitability has improved steadily.
★ Capacity utilization rate is close to 100%! Hua Hong Semiconductor's net profit in the first half of the year increased by 25.5%
On August 7, Hua Hong Semiconductor announced that in the first half of 2018, the company's sales revenue was 440 million US dollars, up 15.4% year-on-year; the profit attributable to owners of the parent company was 85.88 million US dollars, up 25.5% year-on-year. Hua Hong Semiconductor said Due to strong market demand, the utilization rate is still close to 100%. The company will continue to expand production capacity and optimize product structure. Due to strong demand in the mainland market and a series of industrial policies, China's regional customers account for a growing share of the company's sales revenue. Huahong Wuxi started construction in March 2018. The R&D technology of the 300mm wafer fabrication plant was initiated by a professional R&D team.
★ Power battery business is not progressing smoothly, GCL integration adjustment strategic planning
On August 7, GCL Integrated announced that the development of the power battery business did not meet the company's expectations, and did not make a substantial contribution to the company's performance, and considered the current economic environment, industry development status and the company's future strategic layout and other factors, the company It is decided to integrate and focus the existing advantageous resources. Under the premise of consolidating the first main business, we will adjust the strategic planning of the second main business and actively explore the feasibility of the semiconductor project.
★ Dongshan Precision acquired PCB manufacturing assets, and the equity delivery procedures have been completed.
On March 26, 2018, Suzhou Dongshan Precision Manufacturing Co., Ltd. (hereinafter referred to as 'Company') wholly-owned subsidiary Multi-Fineline Electronix, Inc. and NASDAQ-listed company Flex Ltd. (hereinafter referred to as 'FLEX') signed The "Share Purchase Agreement", the company intends to acquire FLEX's PCB manufacturing business related entities in cash, collectively known as Multek. Recently, Chaoyi Technology (Zhuhai) Co., Ltd., Zhuhai Doumen Chaoyi Electronics Co., Ltd., Zhuhai Doumen Chaoyi Industrial Co., Ltd. and Deli Technology (Zhuhai) Co., Ltd. have completed the registration of industrial and commercial changes, and obtained the business license renewed by the Zhuhai Administration for Industry and Commerce. The follow-up procedures for equity delivery have all been completed.