My Age of Investment

【My investment era】 【】

Beijing.

BOE B1 factory.

Xia Jingxing, accompanied by Huang Dongsheng, Chen Yanshun and a group of BOE executives, visited and inspected BOE's first production line to enter the LCD panel market.

This production line is a fifth-generation line that has been put into production for six years. It is one of the few mature factories and sources of profit for BOE.

Huang Dongsheng led the way and energetically introduced the company's development to Xia Jingxing.

"The 28 billion RMB 8.5-generation Rongcheng line, the 28.5 billion RMB 8.5-generation Luzhou line, the 33 billion RMB 8.5-generation Yuzhou line, and the 22 billion RMB Yuzhou AMOLED 5.5-generation line were all lit up in the second half of last year."

"In addition to the Beijing 5th generation line built with an investment of 11 billion in the past few years, the 4.5th generation line built with an investment of 3.1 billion in Chengcheng, and the 6th generation line built in Chengdu with an investment of 18 billion."

"BOE currently has a total of 7 panel production lines in operation, with a total investment of more than 143.6 billion."

…

Looking at the majestic factory building in front of him, Huang Dongsheng reported the investment funds for each production line to Xia Jingxing like a treasure trove.

Chen Yanshun and other senior executives felt excited and proud when they heard these numbers.

Since hugging Xia Jingxing's thick legs, the financial problem that troubled them most in the past has now become the simplest problem.

In the past two years, they followed Huang Dongsheng from north to south, watching factories rise in the wilderness, bringing hope of industrial transformation to one city after another.

When parents and officials from all over the country meet them, they feel more intimate than meeting their relatives. They always hold their hands and ask them warmly: Are you still short of funds? If you are short of money, we will contact the bank to provide you with a loan...

It is even more straightforward for people like Youzhou who have mines at home, and they are planning to build two more mines to replace panel factories.

This scene made them, the executives, feel proud but also a little bit stressed.

After all, after spending so much money, I had to make a quick splash.

Thinking of this, they all turned their attention to BOE's largest investor and largest partner.

Xia Jingxing didn't pay attention to the glances of the senior executives around him. His attention was entirely on Huang Dongsheng.

After Huang Dongsheng finished his introduction, he asked calmly: "Now that all seven production lines are in full production, do you want to build a few more new production lines for fun?"

Hearing Xia Jingxing's words, President Chen Yanshun and several senior executives around him were all dumbfounded.

They had less contact with Xia Jingxing and were a little unsure of Xia Jingxing's routines.

Do you really want to build a new production line? Or is he expressing some kind of dissatisfaction and deliberately saying something sarcastic.

Huang Dongsheng knew Xia Jingxing's temperament and knew that this was not a deliberate attempt to bury BOE, but a real question: Is there still a lack of investment?

"Mr.

As soon as Huang Dongsheng finished speaking, Xia Jingxing shook his head slightly and said: "As a layman in the panel industry, I shouldn't say too much about BOE's development strategy, but I still can't help but want to say: This opportunity is not to be missed. , time will never come again!”

This chapter is not finished, click [next page] to continue reading --\u003e\u003e

【My investment era】 【】

"Why do you say that?"

Xia Jingxing looked around at the people around him and explained: "BOE's current panel production capacity and market share rank fifth in the world, behind Samsung, LG, Chimei and AUO.

I don’t need to introduce you to the situation of Samsung and LG, you already know it.

From technology to brand to ecology, BOE is even worse than them. "

A group of BOE executives all looked dimly. They knew the advantages of Samsung and LG. They were big chaebols, owning mobile phones, TVs, computers and many other businesses that could be purchased and digested internally.

Xia Jingxing changed the subject and said: "Of course, Fuxing Industrial will always be BOE's closest partner, there is no doubt about this.

Although Fuxing Industrial has no equity relationship with BOE, it is enough that they have the same major shareholder. "

Hearing this, Chen Yanshun and others all smiled. Yes, they don't have a big chaebol to rely on, but they have a major shareholder who is not a chaebol but is better than a chaebol.

"Samsung and LG's share of internal procurement is nothing. Their mobile phones and TVs are selling well around the world, but computers are only for home use, and cars are all over.

Fuxing Industrial Group is different from them. Our mobile phones, tablets, and computers have all entered the world stage. Our TV business is barely there, but this year we have also begun to go overseas on a large scale and launch an impact on high-end product lines.

Fuxing Auto will also be released this year. Its styling is similar to the Tesla that you are already cooperating with. It will be equipped with a large central control screen.

Although the shipment volume is not yet on the table, I believe that Tesla and Fuxing Motors will definitely lead the development of automobiles in the direction of electrification and intelligence.

Therefore, you can rest assured that you will never lose to Samsung and LG in terms of internal procurement. "

After Xia Jingxing analyzed the future cooperation space between Fuxing Industrial and BOE, he then said: "However, it will take a little time to complete the above plan.

Generally speaking, in the long run, we don’t have to be afraid of competing with Samsung and LG.

But before we can catch up with them, we must first kill the Taiwanese panel manufacturers.

Chimei and AUO are our recent pursuit targets. "

Chen Yanshun and several senior executives behind him nodded one after another. Mr. Xia had already said this. Why are you still hesitating? Let’s do it!

However, they still didn't dare to be good at it, and all looked at Huang Dongsheng, who was highly respected in their minds.

Huang Dongsheng smiled and said, "Mr. Xia, what you said is correct, but actually... I think these 7 production lines alone are enough to compete with Chimei and AUO.

In the past, they colluded with Korean panel manufacturers and turned back on the mainland TV manufacturers who went to rescue them despite the financial crisis.

BOE now has three 8.5-generation lines that can produce more than 40 million LCD screens ranging from 26 inches to 55 inches per year.

This production capacity is enough for mainland TV manufacturers to digest. As far as I know, Skyworth only sold more than 9 million TV sets last year, right? "

Xia Jingxing shook his head and said, "Not enough. Although Hisense, Konka, Changhong, TCL and Skyworth are competitors, I think BOE still has an obligation to save them from the clutches of Korean and Taiwanese panel manufacturers.

This chapter is not finished, click [next page] to continue reading --\u003e\u003e

【My investment era】 【】

It is nothing new for Korean and Taiwanese panel manufacturers to join forces in the control panel market. Just watch, it will be easier for them in a while. "

Huang Dongsheng's eyes lit up and he quickly asked: "Mr. Xia, did you hear something?"

Xia Jingxing smiled and said, "Don't pry. I will let you know when the time is right."

Huang Dongsheng vaguely understood that something big was going to happen in the panel market.

However, this is indeed good news for BOE. After all, they are not afraid of shadows, and they have not done anything outrageous.

Xia Jingxing said: "The production capacity of the three 8.5-generation lines is still too little. Even if we add CSOT's 8.5-generation line that has not been officially turned on, the production capacity is not enough to meet the needs of all mainland TV manufacturers.

This time, we will drive all Taiwanese panel manufacturers out of the mainland!

You regard them as compatriots whose blood is thicker than water, but they regard you as a big fat pig, and even join the stick to slaughter it together!

I believe that Li Dongsheng and Yu Shumin will not refuse this opportunity to take revenge and take advantage. "

Huang Dongsheng frowned and said, “Mr.

"They can criticize you all they want, they are trading stocks for the country. If you don't have this level of ideological awareness, why are you still trading stocks?"

Several executives in the group suppressed their laughter. What Mr. Xia said was too outrageous. BOE was already in trouble. If they followed the method proposed by Mr. Xia, they would probably become a nightmare for countless investors.

Huang Dongsheng thought for a while and asked again: "If the stock price collapses, what should we do with targeted financing?"

"Cancel everything! Issue bonds, establish joint ventures, I'll foot the bill!"

"How many new production lines will be built?"

"Add... just add three! Arrange it according to 100 billion."

"All 8.5 generation lines?"

"No, an 8.5-generation line, a 10.5-generation line, and a 6-generation AMOLED line."

Xia Jingxing smiled and said: "We should not always focus on old markets such as televisions and computer monitors that are growing slowly. We should also pay attention to emerging markets."

How could Huang Dongsheng not understand Xia Jingxing's reminder? He nodded hastily: "Yes, yes, it's time to make arrangements."

"After Samsung and Fuxing mobile phones start to adopt AMOLED screens, a new trend will inevitably arise. Whether Zhiguo will choose to follow suit is hard to say, but Honor, Conscience, and Daomi will definitely follow this trend."

Recommended new book by urban master Lao Shi: