Global Monopoly of Technology

The following day, Tuesday, September 17.

Cote d'Azur released a heavy announcement to the outside world, which attracted much attention from 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 Cote d'Azur, the subcontinent market is insignificant.

This announcement went straight to three consecutive walks.

The first announcement is to disclose the results of the domestic semiconductor whole industry chain plan. In the publicity content, it discloses in detail Xinlu Semiconductor, Tuowei Technology, Reebok Technology, Nantian Microelectronics, Zhimin Technology, Hengsheng Technology, Xinlu Details of the eight new technology companies, Nuo Technology and Zhongwei Technology, and their performance last year.

The Côte d'Azur directly gave it a high evaluation, and it can be said that it is not shy to boast.

Using the words "potential leader" to describe these eight major companies has made these companies become the new stars of domestic semiconductor companies. Cote d'Azur directly stated that the growth of these companies has officially opened a new process of all-round layout of the domestic semiconductor business field. .

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

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

The VC industry directly slapped off the thigh series, and such high-quality companies did not even get on the bus, and they all stared at Zhaoyi Innovation, Goodix, Huachuang and other companies.

It has always been thought that these semiconductor companies from Zhaoyi Innovation are the domestic leaders. Azure Coast and Shengfeng Capital are also continuing to invest, and their development speed is indeed dazzling. No matter how you look at them, they are the leaders. In fact, there is nothing wrong with this statement.

But compared with these private companies disclosed by the Côte d'Azur today, there is still a gap, and the biggest gap lies in potential and future.

If the listed companies such as Zhaoyi Innovation are the current leaders, then the unlisted companies such as Zhongwei and Reebok are the future leaders, and they are the leading companies among the leaders. the most important conclusion.

They are all unicorn-level companies. The lowest valuation of Cigna Technology has reached 21.9 billion yuan (3.115 billion US dollars), while the valuation of Reebok Technology has reached 128 billion yuan (18.2 billion US dollars). The super unicorn of Tuowei Technology is also a super unicorn with a valuation of 10 billion US dollars.

It’s no wonder VCs don’t break their legs. The only thing that’s better is that they indirectly benefit from Shengfeng Capital.

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

The announcement made by Cote d'Azur happened to be during the big A trading time. The semiconductor component sector plummeted in less than half an hour after the news was disclosed.

The listed semiconductor companies such as Zhaoyi Innovation, Goertek, and Ziguang directly fell to the limit, and the market was mourning.

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

The stock prices of these semiconductor companies of Zhaoyi Innovation have doubled several times, and the price-earnings ratio is even more ridiculously high.

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

Such a high market value is really supported by the "dream story", and it is supported by Luo Sheng's corporate and institutional investment. Everyone believes that the future of the domestic semiconductor business will definitely achieve results, 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 Luo Sheng's strategy.

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

Now I found out that the well-recognized faucet of this Nima turned out to be a fake faucet? Are the eyes fake? The real faucet is not yet on the market?

wdnmd! !

This is exciting,

After Cote d'Azur disclosed the details of these unlisted companies, all the investors who invested heavily in the semiconductor sector were buried alive.

Cote d'Azur's second major announcement officially announced that Reebok Technology and other companies will be listed on the Science and Technology Innovation Board before and after the National Day this year. The official website of the Securities Regulatory Bureau has published the guidance filing documents of the eight major companies, and the eight major companies are receiving guidance. The institution is the counseling of many leading securities companies in China.

Listing has entered the countdown.

In addition, this announcement also discloses the shareholders of the eight major semiconductor potential leaders who hold more than 5% of the shares, and the shareholdings of Côte d’Azur or Shengfeng Capital are all above 34% without exception, and some even reach 67% absolute holding degree.

This information is the source of establishing that the eight major companies are the real leading companies. Semiconductor companies like Zhaoyi Innovation, Cote d'Azur or Shengfeng Capital are either the first or second largest shareholders, but their shareholdings are not. Reaching the 34% line, most of them are in the 20-30% range.

The 34 percent ratio is extremely important because just crossing the line means one veto power.

Many people realized later that they should have thought about it earlier, but now they have reacted to it as an afterthought, and it is too late, and they can only continue to regret breaking their thighs.

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

If the story doesn't go on, it just turns into 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 two new smart terminal products.

Fans are quite excited. Cote d'Azur is finally going to release a new phone. It has been three years since the last time. Judging from the disclosed name of Azure-5X, it is obviously the "Puras" version of the fifth-generation phone.

The domestic 5G commercial license has been released a long time ago. Although other mobile phone manufacturers have indicated that they will release 5G mobile phones this year, the specific date has not been determined.

Some fans are still slightly disappointed, they thought it was going to release the sixth-generation machine.

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

Fans are willing to believe that Cote d'Azur is holding back by not releasing the latest generation of flagships this year.

If other manufacturers, the selling points of folding screen and 5G are the core selling points of the flagship machine, but the Côte d’Azur is included in the fifth-generation machine, which makes people even more looking forward to the unreleased sixth-generation machine. Technology has subverted people's perception.

To the surprise of the outside world, Cote d'Azur will enter the PC market. It must be known that since the era of the mobile Internet, the PC market has been severely impacted, and the overall market share has been decreasing year by year.

Now the global computer shipments are only 70 to 80 million units a year, while the shipments of smartphones are on the order of one billion, which shows the gap between the two.

However, fans expressed that they liked it, and some local tyrant fans even said that the more the better, the "family bucket" of the Cote d'Azur is not enough. If you dare to release new products, you dare to buy and buy.

However, just the day after the announcement was disclosed, another news was topped the hot search.

Impressively, when the CEO of Lianxiang Company saw the announcement of the Cote d'Azur yesterday that it was going to be a PC, he publicly warned Cote d'Azur on his personal Weibo account that day:

[The current computer is not easy to do, and it is not good without ten years of industry foundation. I advise some friends and businessmen 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. Industry foundations like that ultimately fail. 】

A blog post was not good enough, and then a second one commented on the Azure-5X folding screen concept phone of the Cote d'Azur, but it was not named but implied.

[Many manufacturers are still making PPT products, and some folding screen mobile phones on the market are just concepts, none of which exceed the products released by Lenovo three years ago, and the price of mobile phones is also high, you can buy several tablet computers]

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

The two Weibo posts were published in the evening and became a hot topic early this morning.

Although Mr. Yang did not mention the name and surname of the Côte d'Azur, the Azure-5X folding screen design mobile phone to be released by Côte d'Azur at this juncture, and the prices of Côte d'Azur products have always made the industry look up to and envied and hate.

Obviously, Yang is always ranting that the products of Côte d'Azur are too expensive, and that Côte d'Azur is going to release the products that Lianxiong wanted to release three years ago.

But just when Mr. Yang was laughing at Cote d'Azur, people on the Internet couldn't sit still, and left a message under his Weibo to directly start 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 is trying to get a foothold in the smartphone industry by assembling a few accessories? Isn't it natural to die? It's only natural to be immortal. You are really blue. Is the R\u0026D investment of hundreds of billions of dollars a year on the coast for nothing?"

"In this passage, Lianxiang seems to show great hostility and lack of self-confidence."

"As the world's No. 1 PC supplier, Mr. Yang seems to be very afraid of the Cote d'Azur becoming his competitor and stealing his cake, and because of fear, he shows great hostility."

"The old iron upstairs is also more confident and removes the word 'seems'...[doge.jpg]"

"To tell the truth, is Lianxiang still worthy of becoming a competitor of the Côte d'Azur? The opponents of the Côte d'Azur are Microsoft, Google, Intel, Qualcomm and the entire Silicon Valley technology giant. You really don't even have the qualifications to be the opponent of the Côte d'Azur. , Friends, you are not worthy, Qiu Qiu don't show any more."

"Don't say it, it really doesn't deserve it, the net profit of Lianxiang last year was 4 billion, about 570 million US dollars, and the average one-day sales of the Cote d'Azur exceeded 2.1 billion US dollars, which is three or four times the net profit of Lianxiang a year. ."

"Whether it's worthy or not, let's talk about it. Anyway, I admire Mr. Yang a lot. If I had to change it, I definitely didn't have the face to jump out to brush this wave of existence. It shows that Mr. Yang has great courage and admires him!"

"Old intersex... [doge.jpg]"

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