Rewrite the Technological Landscape

The next day, I went to Kaspersky to talk about the general direction, and the rest of the matter should be handled by the people below. After returning to China, the development of domestic LCD screens began to further advance. On April 7, the 6th generation of the Julong Project The construction of the line officially started in Shencheng. Meng Qian, Wang Shengdong, the chairman of the four home appliance companies and the leaders of Shencheng were all present.

The investment in the entire production line is 13 billion yuan, including 2 billion yuan in state subsidies, 1 billion in local subsidies, 5 billion in bank loans, 4 billion in Dafeng Group, and 1 billion in BOE.

On April 9th, the joint venture Hualong Optoelectronics Technology Co., Ltd. was formally established, with Dafeng Group accounting for 55% of the shares. At the same time, Dafeng Group has one vote in decision-making power. Disagreement, because some of Meng Qian's decisions will definitely make others feel inexplicable, so Meng Qian must have absolute control.

But because there are a lot of companies involved, it seems inappropriate for Dafeng Group to take 67% of the shares after a long time. The group has additional agreement rights, this time a one-vote decision-making power.

The reason why one-vote decision-making power is necessary is because it must be so. According to the "Company Law", decisions at the general meeting of shareholders need two-thirds of the votes to pass, which is why it is said that 67% of the shares are the real control reasons. So in case they disagree with Meng Qian's decision at that time, it is useless for Meng Qian to hold 55% of the shares, he must be stronger.

Fortunately, everyone also nodded, the main thing is that sentence, everyone's own company is still there, and this company was originally led by Meng Qian.

Of the remaining 45% of the shares, BOE holds 13%, Shanghai Radio and Television holds 12%, Longteng Optoelectronics holds 8%, Shenchao Optoelectronics holds 6%, and Tianma Microelectronics holds 6%.

At the press conference for the establishment of Hualong Optoelectronics, Meng Qian announced that the company's first 6-generation line has been prepared in the mountain city.

Anyway, I can't hide it anymore, so it's better to say it directly, at least it can bring some positive effects to related domestic industries. Therefore, Meng Qian specifically mentioned one thing at the press conference, that is, related materials and equipment will be launched for public bidding, and relevant domestic companies are welcome to actively participate.

This is the case with high-end products, which have a great driving force, because any country will have a local-first strategy. When everyone’s products are similar, they will try their best to choose local companies. Behind the backwardness is often the backwardness of the entire industry. The more backward the related industry is, the less it can be sold overseas, the less it can be sold overseas, the less relevant experience, the more inexperienced, the more backward it will be.

From lithography machines to sensors to chips, Meng Qian has been driving not just a product itself, but the entire industry. Now, Meng Qian will once again drive the development rhythm of the entire domestic LCD screen industry.

However, after several years of development, everyone knows that although Dafeng Group will support local enterprises, it has high requirements for products. If your product is not good, Dafeng Group would rather go abroad to buy it. A group of companies that value research and development and product quality The company has quietly started to develop in China.

After the press conference, the most lively media was not the technology media, but the economic media.

Because at this moment, China's big A-shares have just broken through 3500 points, and the stock market has begun to heat up. Securities companies and related media people feel that they can afford ham sausage for eating instant noodles at night.

Wait a few more months, and the wave of stock speculation by the whole people will come.

And taking advantage of the hotness of A-shares, the so-called various concept stocks have naturally risen. The LCD screen concept stocks have become popular once before. In the past few days, the 6th generation line of the Julong Project officially started construction and the establishment of Hualong Guangke. , Everyone started speculating in LCD screen concept stocks again.

And because of Meng Qian's words at the press conference, the scope of LCD screen concept stocks instantly expanded, and some things that were not discovered by the technology media before were dug up by the economic media.

To make LCD panels, materials such as mixed liquid crystals, color filters, driver ICs, polarizers, backlight modules, and glass substrates are inseparable.

The most basic material is naturally mixed liquid crystals. High-performance mixed liquid crystal materials have long been monopolized by German and neon countries, and domestic companies have to rely on them for a long time. The most famous of them are Germany's Merck and neon countries' JNC and DIC. The three companies have a market share of 60% in the high-end mixed LCD market for Merck, 20% for JNC, and 10% for DIC.

And when the economic media started to dig deep, the first one to dig was naturally the Bluestar Group. In the previous life, the Bluestar Group did not pay attention to the research and development of liquid crystal materials, but in this life, because of Meng Qian’s plan, Bluestar was Supported by the state, it has invested tens of billions of funds in related research and development for four consecutive years, and has conquered a large number of core technologies. When Bluestar broke a certain technology monopoly, three more companies were dug out, namely 800 million time and space, Chengzhi Yonghua and Hecheng show.

These three companies used to be well-established liquid crystal material R\u0026D and production companies in China, but due to insufficient foundation, there must still be a gap compared with Germany and Neon China.

In this life, because Bluestar Group and Dafeng Group broke certain technology monopoly, these three companies immediately bought the relevant technology authorization and increased R\u0026D investment. According to the data dug out from the economic media, the 6th generation of Julong Project Line has signed procurement contracts with these three companies, but it is not clear how much it will purchase.

The economic media has dug this far and it is not over. To make mixed liquid crystals, liquid crystals are needed, and liquid crystals are materials for mixing liquid crystals.

As a result, everyone dug deeper and found that there are liquid crystal R \u0026 D and production enterprises such as Ruilian New Materials, Wanrun shares, and Yongtai Technology. Among them, Wanrun shares are supplied to Merck in Germany, and Ruilian new materials are owned by JNC. major suppliers.

That is to say, now Huaxia has almost opened up a line from liquid crystals, to mixed liquid crystal materials, to liquid crystal panels.

For a while, the economic media became even more excited, digging non-stop for several days, such as the color filter company Laibao Hi-Tech, polarizer company Shengbo Optoelectronics, backlight module company Ruifeng Optoelectronics, Dafeng Group and Fuyao Glass Teaming up to attack glass substrates, Dafeng Group's acquisition of multiple production equipment has been dug up.

Most of these products are now dominated by Neon Country and Korea Country. This cannot be changed so quickly, but the point of change is that the influence of Dafeng Group on the domestic LCD screen industry has promoted the market share of these companies, thus It has increased corporate profits, and the Dafeng Group has shown them that high-end products can be sold in the country, and each of them has increased investment in research and development. In addition, the country is now supporting research and development, and there are a lot of policy support there. The more you develop The more ruthless the state subsidy is, the more ruthless it is.

A better market, better policies, better investment, and a better domestic academic atmosphere that Meng Qian has been promoting. Although they cannot change the temporary pattern, they can definitely promote the early development of these companies. Research and development of this thing is in the In most cases, the earlier the research and development, the better, and the later the research and development, the more late it will be.

Seeing these things dug up by the economic media, the science and technology media felt that there was no place to put their faces. However, the mining capabilities of the economic media were not limited to this. The changes in the LCD screen industry made them immediately think of other products driven by Dafeng Group. In the next few days, chip concept stocks, lithography machine concept stocks, enterprise software concept stocks, and film and television industry concept stocks have all been dug out.

Things that the technology media have not figured out in the past few years have been clearly understood by the economic media.

However, more than half of the companies they dug out have not yet been listed, and the less than half of the listed companies are waiting to soar.

Although the development of things always makes people feel surprised, the economic media unexpectedly helped a domestic technology company to advertise.

The commentator of "First Finance and Economics" described the current situation in one sentence, "Dafeng Group has turned the country roads developed by domestic high-tech into expressways."