Weekly review|Chengdian officially splits the business, and there are stories behind the transformation of Lianchuang

The two listed companies have received nearly 120 million yuan, and the subsidies tend to be centralized. Guanghao shares plans to acquire the controlling interest of Junmei Hospital. Why did LED listed companies enter the medical beauty industry? Crystal electric division semiconductor foundry business, the best results and helpless choice? Lianchuang Optoelectronics powers the integrated circuit industry and opens up industrial transformation and upgrading? ... we will explain for you one by one!

The two listed companies have received nearly 120 million

On June 27th, Huacan Optoelectronics and Ganzhao Optoelectronics successively announced that the company's subsidiaries received huge government subsidies. Among them, the wholly-owned subsidiary of Huacan Optoelectronics received a subsidy of 74.08 million yuan, and Ganzhao Optoelectronics received a government subsidy of 50 million yuan.

Comments: From the subsidies received by the two companies in the first half of this year, they all surpassed last year's trend. In fact, listed companies such as Sanan Optoelectronics, Huacan Optoelectronics, Ganzhao Optoelectronics, Dehao Runda and Jucan Optoelectronics have received a large amount of government subsidies, and from the overall trend, subsidies have begun to concentrate and close to several listed companies. .

In fact, the government's subsidies for the technology industry are understandable and can promote the development and upgrading of the industry. However, on another level, if subsidies are too concentrated, it may accelerate the elimination of some SMEs. Obtaining subsidies and increasing profits in various ways has become a “customary trick” for some companies, which may cause some companies to lack the motivation and ability to innovate.

Guanghao shares plans to acquire military beauty control rights

On the evening of June 27, Guangsheng shares announced that the company's wholly-owned subsidiary, Harbin, planned to acquire a 51% stake in Chongqing Junmei Hospital for a total of 39.78 million yuan, thereby cutting into the medical beauty industry.

Comments: As a newly listed LED company, the light of this share is really puzzling. Entering the medical beauty industry, the span of the company is too big. Why should a LED listed company enter the medical beauty industry?

In fact, since the listing, the company has developed a long-term development strategy of “big health + big consumption”. The Harvard, which was established in May this year, is planned to develop a health and beauty program. The beauty lamps and smart lamps in the special LED products of Guangsheng Co., Ltd. can be used in beauty services, providing new technical support for the company's development in medical beauty.

Crystal division semiconductor foundry business

The board of directors of Jingdian was approved on June 25 to split the newly established subsidiary, Jingcheng Semiconductor Co., Ltd., which has a business value of NT$1 billion to 100% of the company.

Comments: The split is the best result for the crystal, but also a helpless choice. First, after the semiconductor foundry business is divided, the future will be more focused on the LED field, focusing on the development of new technologies such as MiniLED, infrared devices, etc., and then occupy more important technical advantages in the LED field.

In addition, the spin-off of crystal power and the rise of the mainland chip industry can not be separated. In recent years, chip makers such as Sanan Optoelectronics and Huacan Optoelectronics have risen strongly and occupied a larger market share. On the scale, the crystal power industry is already at a disadvantage, and the mainland manufacturers' price reduction strategy has forced the crystal power industry to give up some of the already infiltrated markets. Moreover, mainland chip manufacturers are still in the state of expansion at this stage, so that Jingdian has to speed up the transformation, Sanan Optoelectronics' investment of 33.3 billion and Huacan Optoelectronics' 10.8 billion investment may further strengthen the determination of the transformation of crystal power.

Lianchuang Optoelectronics Power IC Industry

On June 23, Lianchuang Optoelectronics announced that it plans to jointly invest with Shanghai Juyi Technology Partnership to establish “Shanghai Lianhao Microelectronics Technology Corporation” with a registered capital of RMB 300 million, of which Lianchuang Optoelectronics invested RMB 153 million in currency. Yuan, the shareholding ratio is 51%.

Comments: Lianchuang Optoelectronics has already formulated a strategy of “integrating industrial capital, actively seeking investment and merger opportunities in strategic emerging industries and military industries, and promoting the company's extended benign development”. The investment in setting up an integrated circuit joint venture is the company's implementation strategy. An important step to promote industrial transformation and upgrading.

In fact, the determination of Lianchuang Optoelectronics transformation has been in existence for a long time. From the previous company's desire to acquire Hann Connect's equity, enter the mobile Internet field and invest in Yusheng Investment to cut into the Korean electronics manufacturing industry. However, due to the vague strategic positioning, the company has failed in two transformations and upgrades in more than a year.

As a national strategic industry, integrated circuits have been highly concerned at the national level and at the enterprise level after the Sino-US trade war and the ZTE embargo. I believe that China's integrated circuit industry will also see a big development in the future. This investment not only brings more industrial opportunities to Lianchuang Optoelectronics, but also shows the company's determination to promote the upgrading and transformation of existing product business and accelerate the elimination and withdrawal of existing backward industrial products.

4G Outdoor CPE

4G Outdoor Cpe,4G Lte Outdoor Cpe Router,4G Lte Outdoor Cpe,Outdoor 4G Lte Cpe Router

Shenzhen MovingComm Technology Co., Ltd. , https://www.movingcommiot.com

Posted on