Global monopoly of technology

The next day, Tuesday, September 17.

The Côte d’Azur’s heavy announcement has attracted the attention of the market and the industry. I thought it was about the subcontinent market, but I didn’t expect to mention it at all. It seems that for the Côte d’Azur, the subcontinent market is insignificant.

This announcement went straight for three consecutive times.

The first announcement was the public disclosure of the results of the domestic semiconductor industry chain plan. In the publicity content, Xinlu Semiconductor, Topway Technology, Reebok Technology, Nantian Microelectronics, Zhimin Technology, Hengsheng Technology, and Xinlu Semiconductor were disclosed in detail. Detailed information and last year's performance of the eight innovative technology companies, Nuo Technology and Zhongwei Technology.

The Côte d'Azur directly gave a high evaluation, which can be said to be generous.

Using the words "potential leader" to describe these eight major companies, these companies have become the new stars of domestic semiconductor companies. The Blue Coast directly stated that the growth of these companies has officially opened a new process for the overall layout of the domestic semiconductor business field. .

When the outside world saw the scale, operating income and market share of these companies, they finally understood why they were so valued and highly praised by the Côte d'Azur.

These data are all publicly disclosed for the first time and were not found in the market before this.

The VC industry directly photographed the thigh series. Such high-quality companies have not even gotten into the car, all staring at companies such as Zhaoyi Innovation, Goodix, and Huachuang.

I have always thought that these semiconductor companies from Zhaoyi Innovation are the domestic leaders, and Côte d'Azur and Shengfeng Capital are also continuing to invest, and their development speed is indeed eye-catching. No matter how you look at them, they are the leaders. In fact, this is not a big problem.

However, compared with the non-listed companies disclosed by the Blue Coast today, there is still a gap. The biggest gap lies in the potential and the future.

If Zhaoyi Innovation and other listed companies are the leading companies nowadays, then non-listed companies such as Zhongwei and Reebok are the future leaders, and they are the leading companies among the leading companies. The Blue Coast has already selected them. This is The most important conclusion.

They are all unicorn-level companies. The lowest valuation of Cigna also reached 21.9 billion yuan ($3.115 billion), and Reebok Technology’s valuation reached 128 billion yuan ($18.2 billion). The super unicorn of Towei Technology is also a super unicorn with a valuation of tens of billions of dollars.

It's strange that VCs don't break their legs. The only thing that feels better is that they benefit from Shengfeng Capital indirectly.

Many investment institutions choose to lie to win, direct investment in Shengfeng Capital is as stable as an old dog, but while gaining the protection of risk control, they also lose the opportunity to obtain huge profits. If they directly invest in these companies, their future profits will be more than ten times Even dozens of times the rhythm.

The announcement disclosed by the Blue Coast company happened to be during the big A trading period. Less than half an hour after the news was disclosed, the semiconductor component sector plummeted.

Semiconductor listed companies such as Zhaoyi Innovation, Goertek, and Ziguang directly fell their limit, and the market was wailing.

The disclosures of eight major companies such as Reebok Technology directly caused these listed semiconductor companies to fall out of favor from the darling of the market in an instant, causing market panic to flee.

The share prices of these semiconductor companies of Zhaoyi Innovation have doubled several times, and the price-earnings ratio is even more ridiculously high. They are all over a hundred times, and some have reached seven or eight hundred times as high.

It is no longer appropriate to use the price-earnings ratio to describe it, and perhaps the "price-to-earnings ratio" is more appropriate.

Such a high market value is really supported by the "dream story", which is supported by Luo Sheng's corporate investment. Everyone believes that the domestic semiconductor industry will definitely make achievements in the future. It is just a matter of time, and the focus is on These leading companies in the industry are regarded by investors as the “eyes” of the domestic semiconductor industry chain system under the Luo Sheng strategy.

It is this dream story that has been told for so many years, which has supported the market dream rate of these listed semiconductor companies of Zhaoyi Innovation.

Now I discovered that the recognized dragon head of Nima turned out to be a fake one?The eyes are fake?The real leader has not yet been listed?

Wdnmd!!

This was a stimulus. After the Côte d'Azur disclosed detailed information about these non-listed companies, all investors who invested heavily in the semiconductor sector were buried alive.

The second major announcement of the Côte d’Azur officially announced that Reebok Technology and other companies will be listed on the Sci-tech Innovation Board around the National Day this year. The official website of the China Securities Regulatory Bureau has publicized the counseling filing documents of the eight major companies, and the eight major companies are receiving counseling The organization is the guidance of a number of leading domestic brokerage firms.

The listing has entered a countdown.

In addition, this announcement also disclosed that the eight major semiconductor potential leaders hold more than 5% of the shareholders, and the equity of Côte d’Azur or Shengfeng Capital is above 34% without exception, and some have even reached The degree of absolute holding of 67%.

This information establishes the roots of the eight major companies as the real leading companies. Semiconductor companies like Zhaoyi Innovation, Blue Coast or Shengfeng Capital, although they are either the first or second largest shareholder, have no equity ratio. The line reaching 34% is mostly in the 20-30% range.

The 34% ratio is extremely important, because as long as you cross this line, you have a veto.

Many people realized later that they should have thought of it long ago. Now they have reacted as an afterthought. It is too late and they can only continue to regret breaking their thighs.

These two announcements are the direct cause of today's leading companies in the semiconductor sector to enter the stop-down tide. They have fallen out of favor, the leading halo is not there, and the "market dream rate" of hundreds of times and hundreds of times is not supported by a good dream story.

If the story fails to continue, it becomes an accident.

The third major announcement of the Côte d'Azur is the official announcement of the autumn new product launch conference on Saturday, September 28. The 5G folding screen smartphone Azure-5X and the AzureBook full-screen notebook are two new smart terminals.

Fans are very excited. The Côte d'Azur is finally about to release a new machine. It has been three years since the last time. Judging from the name disclosed as Azure-5X, it is obviously the "Purasi" version of the fifth-generation machine.

The domestic 5G commercial license has been released long ago. Although other mobile phone manufacturers have stated that they will release 5G mobile phones this year, the specific date has not been determined. The blue coast is silent and will directly develop the conference.

Some fans were still a little disappointed, thinking that it was about to release a sixth-generation machine.

However, this is also relatively speaking. A slight disappointment does not mean that fans are not looking forward to it. Folding screens and 5G are experiences that have not been available before, especially the iron powder of the basic disk. No matter what, it is right to buy.

Fans are willing to believe that the Côte d'Azur did not release the latest generation of flagship phones this year because it is holding back a big move.

For other manufacturers, the selling points of folding screens and 5G are the core selling points of proper flagship phones, but the Côte d’Azur is included in the fifth-generation phones, which makes people even more looking forward to the blackness of the sixth-generation phones that have not yet been released. Technology has subverted people's cognition.

What surprised the outside world was that the Côte d'Azur would even enter the PC market. You must know that since the mobile Internet era, the PC market has been severely impacted, and the overall market share is decreasing year by year.

The worldwide shipment of computers is now only 70 to 80 million units a year, while the shipment of smart phones is in the order of one billion, which shows the gap between the two.

However, fans expressed their love to hear, and some local tyrant fans even expressed that the more the better, the "family bucket" on the azure coast is not good enough. If you dare to release new products, you dare to buy and buy.

However, on the second day of the announcement, another news was topped by hot searches.

Surprisingly, when the CEO of Lianxiang Company saw the announcement made by Côte d’Azur yesterday to be a PC, he publicly warned Côte d’Azur on his personal Weibo account that same day:

[Computers are not easy to do now, and they cannot do well without a decade of industry foundation. I advise some friends to be too confident and do what they can. Lianxiang has also tried to gain a foothold in the smartphone industry, but there is no PC business. That kind of industry foundation eventually failed out.

One blog post was not good enough, and then a second post commented on the Azure-5X folding screen concept phone on the Cote d’Azur, but there was no name but a hint.

[Many manufacturers are still making PPT products. Some of the folding screen mobile phones on the market are just concepts, and none of them are more than the products that Lianxiang wanted to release three years ago, and the price of mobile phones is also high, and you can buy several tablets]

The implication is that the concept of folding screen is the rest of Lianxiang Play.

Two Weibo posts were published on the big evening, and they became a hot topic early this morning.

Although Mr. Yang didn't name it as the Côte d'Azur, but at this moment, the Azure-5X folding screen design mobile phone to be released by the Côte d'Azur, and the price of the Côte d'Azur products has always been the industry's admiration and envy.

Obviously, Yang is always angry that the only products on the Côte d'Azur are too expensive, and are mocking the Côte d'Azur to release the product that Lianxiang wanted to release three years ago.

But when Mr. Yang laughed at the Blue Coast, people on the Internet could no longer sit still, leaving a message under his Weibo to directly turn on the online mode.

"Mr. Yang, you should focus on product development instead of laughing at others here."

"You are too good at putting gold on your face. Lianxiang tries to gain a foothold in the red sea industry of smartphones by assembling a few accessories? Isn't it right to die? Not to die is tolerated by nature, you really are blue Is the R&D investment of hundreds of billions of dollars a year for the coast for nothing?"

"In this passage, Lianxiang seems to show great hostility and unconfidence."

"As the world's number one PC supplier, Mr. Yang seems to be very afraid of the Côte d'Azur becoming his competitor and stealing his own cake. Because of his fear, he showed great hostility."

"Lao Tie upstairs is also more confident, remove the word'seems'...[doge.jpg]"

"To be honest, does Lianxiang deserve to be a competitor of the Côte d’Azur? The rival of the Côte d’Azur is Microsoft, Google, Intel, and Qualcomm. It is the entire Silicon Valley technology giant. You really don’t even qualify as a competitor to the Côte d’Azur. , Friends, you are not worthy, Qiu Qiu don't show up anymore."

"Not to mention, it is really unworthy. Last year, Lianxiang had a net profit of 4 billion yuan, about 570 million U.S. dollars. The average daily sales of the Cote d’Azur exceeded 2.1 billion U.S. dollars, which is three or four times the net profit of Lianxiang in a year. ."

"Why don't you deserve to say otherwise, anyway, I admire Mr. Yang very much. If I want to change it, I definitely don't have the face to jump out and brush this wave of presence. It shows that Mr. Yang has great courage and admire him!"

"The old yin and yang...[doge.jpg]"

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