My Age of Investment

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"Not only is it eating the inside out, it's like a wolf's heart and a dog's lungs. It's worse than a pig or a dog."

Xia Jingxing didn't care about Huang Dongsheng's gaffe, because his face had already become as gloomy as water.

As soon as he thought of that stupid thing, he became furious. Some people were really just living as corpses, and serious people didn't do anything.

Huang Dongsheng said very excitedly: "Mr. Xia, maybe you should have heard about this.

After the outbreak of the global financial crisis, LCD panel manufacturers around the world were on the verge of suspending production.

Looking around the world, only our LCD panel market demand is increasing.

In order to combat the financial crisis and stimulate domestic demand, vigorous campaigns to send home appliances to the countryside have been launched.

However, since we cannot make the large-size LCD panels needed for televisions, we have to import them.

Taking the 32-inch LCD panel as an example, the sales price has soared from US$130 in February this year to US$215 today, an increase of more than 65% in half a year.

You know, this is a buyer's market under the outbreak of the financial crisis, and the result is that people still get slaughtered. "

Xia Jingxing felt sad, this is just to bully you for your lack of skills.

After color TV manufacturers are slaughtered, the prices of end products will also rise, and most of the losses will be passed on to ordinary consumers.

People often say on the Internet that industrial upgrading has nothing to do with the working people like them, and they will not get half a dime of the benefits.

This is a matter of benevolence and wisdom. Xia Jingxing believes that he can still get some light, but it may be a long way to wait for the money.

"Hasn't the Gen 6 line in Chengdu been put into production for more than two months? Can it produce some LCD screens for TVs?"

Huang Dongsheng smiled helplessly, "The yield rate cannot rise, and the production capacity is mainly for supplying Skyworth.

Other TV manufacturers have contacted me several times, and they are also doing my ideological work, hoping that I will take into account the overall situation.

However, the situation is getting better little by little. With BOE’s Gen 6 line in Chengdu, foreign LCD panel manufacturers dare not go too far. The price of LCD panels within 37 inches is already falling.

But for LCD panels above 37 inches, BOE is completely powerless and can only sit back and watch its friends from various TV manufacturers buy high-priced LCD panels. "

Xia Jingxing asked with gloomy eyes: "AUO, Innolux, Chimei, and Tongbao, are you full this time?"

Huang Dongsheng said bitterly: "I'm not just full! I'm just full of fat.

Who asked someone who was full and hungry to help them? "

Xia Jingxing didn't say anything. There were some things that he couldn't comment on too much.

Since the outbreak of the financial crisis last year, major panel manufacturers in various countries and regions around the world have collectively stopped operations.

Major LCD panel manufacturers such as Samsung, LG, and Sony are all relying on a relatively large domestic demand market and their parent companies are relatively powerful, so they are struggling to keep the situation from collapsing.

Even so, these major Japanese and Korean manufacturers have been forced to change their operating strategies.

They originally gave some of their LCD panel orders to Yizhou manufacturers with lower labor costs for supply, but now in order to ensure their own operating rates, they have begun to let their LCD panel subsidiaries start "self-manufacturing and self-use."

The Japanese and Korean manufacturers directly dumbfounded the people of Yizhou.

Yizhou is a small country with limited domestic demand for computers, TVs and other products. However, they regard LCD panels as a pillar industry. The scale of the industry is second only to that of Bangzi. Their main products are exported to Japan, South Korea and other countries and regions. of.

Now the Japanese and Korean manufacturers are on their own, ignore them, and remove them from the supply chain list. What should we do?

Just salad!

Under the dual influence of the outbreak of the financial crisis and the adjustment of operating strategies by Japanese and Korean manufacturers, Yizhou panel manufacturers simply chose to die.

The operating rate of panel companies has dropped to 40%, almost on the verge of death.

At the same time, AUO and Chimei have postponed the mass production of their 7.5-generation and 8.5-generation lines under construction, and began to put employees who have stopped production on unpaid leave.

Seeing that he was about to die, his relatives finally began to organize and send warmth.

Starting from the beginning of this year, nine major color TV manufacturers were collectively organized to go to Yizhou in two batches and signed purchase orders for LCD panels with a total amount of US$4.4 billion and a total volume of more than 12 million pieces with local panel manufacturers.

Isn’t this what life is about?

Workers no longer need to lose their jobs, and pillar industries have been preserved.

In order to express gratitude for the warmth sent by relatives, Yizhou panel manufacturer sent two big gifts.

One was in June, just after signing the last supply agreement with the nine major color TV manufacturers, Yili State immediately issued a new investment policy, prohibiting relatives’ companies from investing in local panel manufacturers, and at the same time restricting local panel companies. Go to your relatives to invest and set up a factory.

The reasons given are quite reasonable. My relatives make end products, and we are responsible for helping to make some parts. We have a clear division of labor and can develop together.

As if this gift package was not enough to thank relatives for their kindness, Yizhou panel manufacturer cooperated with Bangguo again.

When nine color TV manufacturers went to Yizhou for the first time, Bangguo Enterprises smelled the smell and realized that prey had appeared.

They teamed up to purchase 4 million LCD panels in stock from Quanta and Chimei in cash, and signed a 2009 annual purchase and supply agreement to lock in production capacity in advance.

Bangguo's behavior of controlling market supply worked immediately.

Seeing that the panel market that was originally oversupplied by my relatives began to exceed demand, Yizhou panel manufacturers decided to listen to the advice of Chinese companies and work together to make a big deal.

As soon as the world's first and second largest LCD panel producing countries and regions cooperated, they immediately took control of the market, and LCD panel prices rose against the trend.

At this time, the nine color TV companies came to their senses, who am I, where am I, and what am I doing?

Didn’t we agree to seek development together and advance and retreat together? Why don't you recognize people when they fall out?

Realizing that they had been cheated, the nine color TV companies were in tears. They could only use high-priced LCD panels that had increased by dozens of percent, and at the same time intensify the activities of sending home appliances to the countryside, striving for small profits but quick turnover.

The situation is roughly like this, similar to what happened to the iron ore, and everything was clearly arranged.

Huang Dongsheng cursed for a while and felt his anger gradually disappearing. He looked a little ashamed and said to Xia Jingxing, "Mr. Xia, I didn't control my emotions at the moment and made you laugh."

"How can I laugh? Lao Huang, you are a temperamental person. Japanese manufacturers insulted our country in public. You crushed the glass in front of them. You are determined to develop China's own LCD panel industry. .

Now that I see and hear something that is insulting to the country again, I believe every Chinese person will be filled with indignation. "

Huang Dongsheng glanced at the palm of his hand. The scar on his skin that was scratched by glass shards was especially there. This scar reminded him all the time to wash away his shame.

Now, before the shame can be avenged, a new shame has been added, making him, a person who has been busy for the panel industry for half his life, feel ashamed and angry.

He said: "The Japanese can't stand up now, just like the semiconductor industry where they once led, most of the market share has been taken away by Bangguo and Yizhou.

Although Sharp and Sony still have a certain market share and industry status, the industry leaders have long been replaced by Samsung and LG.

Our key competitors in the future may include Yizhou manufacturers in the short term, but in the long term they will definitely be Bangguo panel companies.

Because compared to Yizhou people, those Bangguo people are more ruthless. Not only are they good at and dare to make counter-cyclical investments, but they also have great industrial chain advantages. For example, mobile phones and home appliances owned by Samsung and LG are best-selling all over the world and are firmly in the industry. Forefront. "

Xia Jingxing thought for a few seconds before speaking: "As you said, we can't do anything about Bangguo Enterprises for the time being, but is there any way to deal with those young men first?"

"The word Erwuzi is used well. Some time ago, SVA Nec became insolvent and declared bankruptcy. It was because a group of Yizhou people who were senior executives were causing trouble inside, which reduced the potential competition for Japanese, Korean and Yizhou panel manufacturers. opponent."

Xia Jingxing suddenly interrupted: "Does SVA still have a fifth-generation line? Does BOE have any ideas?"

Huang Dongsheng replied: “We participated in the bidding, but because the bid was not high enough, we unfortunately lost the bid. There is a high probability that the fifth-generation line will eventually fall into the hands of Shentianma.

In fact, a fifth-generation line with aging equipment, turbulent personnel, and heavy reliance on Japanese nec technology authorization is of little use to us except to increase some production capacity.

BOE's main goal now should be to pursue high-generation lines, such as building an 8.5-generation line as soon as possible to break the monopoly and no longer be favored by foreign panel manufacturers.

It also actively deploys new technologies and does not fall too far behind Samsung and LG in the OLED, AMOLED and other panel markets. "

Xia Jingxing nodded, his understanding of BOE's mission and goals becoming clearer.

“New technologies must be deployed as soon as possible, and 8.5-generation lines must be established as soon as possible. Yizhou panel manufacturers cannot let them go so easily.

Aren’t they just here to build a factory? OK, let them stay there forever and wait to die. "

Seeing the sharp look in Xia Jingxing's eyes, Huang Dongsheng quickly asked, "Mr. Xia, what do you mean?"

"I will make another round of investment for BOE and continue to build new LCD panel production lines and expand production capacity until the panels are priced at bargain prices and foreign LCD panel manufacturers collectively withdraw from our market!"

Huang Dongsheng was overjoyed, "Mr. Xia, are you serious?"

"Of course...no kidding!"

"Okay, I'll start arranging it right away and make the plan and show it to you."

"Well, go ahead and move quickly!"

Huang Dongsheng stood up and left with a smile.

Watching the other party go away, Xia Jingxing also had a smile on his face.

Nowadays, Daxia Capital still has a large amount of cash lying around in its account. Instead of using it to speculate in US stocks, it is better to use it to speculate in panels.

There may be huge losses in the early stage, but as long as you are patient, you can make back the money you lost when the panel industry rises.

Making money is actually only one aspect. If an industry that requires a large amount of imports can be replaced by local production, its value cannot be simply measured by money, which is a good thing for the country and the people.

Take a 55-inch TV that costs less than 2,000 yuan. Ordinary people can use it years in advance.

－－－－－－Digression－－－－－

I would like to apologize to everyone. Yesterday I went to attend the wedding of a buddy from college. I was left to drink a few more drinks. I drank too much. I didn’t update last night. I stayed up late today to make up for it all.

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