Long sait bilong kisim tupela LCD panel indastri bilong CLP Panda, ol i tokaut long en long Septemba 23 olsem BOE, bikpela LCD panel kampani bilong wol, i kamap nambawan baia, wantaim wanpela total invesmen bilong 12.1 bilien yuan.
Long apinun bilong Septemba 23, BOE i givim wanpela toksave i tok olsem em i plen long tromoi i no liklik long 5.591 bilien yuan long kisim 80.831% bilong ol sea bilong Nanjing CEC Panda Flet Panel Displei Teknoloji Ko{7}}, Ltd{8}}}, Ltd{8}}}, Ltd{8}}}, Ltd{8}}}}, Ltd{7}}}}, Ltd{7}}}} bilong Nanj{7}}}, Ltd{7}}}, Ltd{7}}}, Ltd{7}}} bilong Nanj. Kampani"), na plen long tromoi i no liklik long 51% sea long Chengdu CEC Panda Displei Teknoloji Ko, Ltd. ("Chengdu G8.6 Kampani") bilong RMB 6.526 bilien.
Bipo long dispela, indastri, wantaim Ding Teknoloji, i bin skelim olsem long konteks bilong ol Korean panel kampani i wok long lusim wok isi isi long LCD prodaksen kapasiti, BOE o TCL Huaxing tasol i ken winim CLP Panda prodaksen lain{{0} Olsem na bilong wanem em i nambawan baia BOE na i no TCL Huxing?
Ding Teknoloji i bin skelim pastaim olsem maski ol i kisim tupela LCD prodaksen lain bilong CEC Panda 8.5 na 8.6, em i gat bikpela veliu long BOE. Olsem, IGZO na VA teknoloji bilong CEC Panda inap long helpim IPS teknoloji bilong BOE. BOE expands its customer scale and meets the diverse needs of customers, and at the same time has a better and faster layout in the field of large-size OLED panels, but it is still in a period of cyclical adjustment in the panel industry, and BOE's comprehensive production capacity and share are ranked first in the industry Under the circumstances, the momentum for the acquisition of the two LCD production lines of CLP Panda 8.5 and 8.6 may be i no inap.
In addition, at the end of 2019, the leadership of BOE also publicly stated that BOE will stop investing in LCD production lines and focus more on OLED and the emerging Mini LED and Micro LED fields. This also makes Nail Technology believe that BOE will not easily take it. The production line of CLP Panda. Compared with BOE, TCL China Star, which i stap long wanpela mak bilong kisim ol samting, i luk olsem i gat strongpela tingting long baim dispela prodaksen lain i stap antap . Maski em i bihainim tingting bilong skruim IT maket, NB maket o TV maket, o tingting bilong hariapim divelopmen na indastrialaisesen bilong ol bikpela-sais OLED panel, i luk olsem TCL Huxing i gat moa motivesen long winim CLP Panda{7}}}} .
Antap long dispela, skelim wantaim ol infomesen ol BOE ekseketiv i bin putim aut long stopim wok long go het long putim mani long ol LCD prodaksen lain, ol TCL Huaksing ekseketiv i bin tokaut planti taim olsem ol bai tingim long putim mani long ol bung na kisim long winim bikpela divelopmen, we tu i mekim Nail Teknoloji i gat gutpela tingting olsem laspela bai kisim CLD prodaksen lain bilong CLD prodaksen lain{1} olsem, bilong wanem na tupela LCD prodaksen lain bilong CLD prodaksen lain i bin pundaun? Maet i gat sam risen:
Namba wan, stat long stat bilong dispela yia, TCL Huaxing i bin mekim ol kaun-saiklik merja na kisim na invesmen planti taim, na i go het long tromoi planti ten bilien mani, long wanem, em i pret olsem em bai i no gat inap spesel kapasiti na tu bai bringim ol operesenel risk{{1} Long Jun, TCL Teknoloji i tokaut long wanpela invesmen bilong 2 bilien long JOLEED; long Julai 15, TCL i kisim gut 100% bilong Zhonghuan Grup inap klostu 11 bilion; long Ogas, TCL Teknoloji i tokaut olsem em bai yusim 1.08 bilien US dola (olsem 7.622 bilien yuan) long kisim Samsung 60% ikwiti bilong Suzhou Panel Fektri.
According to estimates, only 8 months of investment and acquisitions, TCL Technology spent about 24.8 billion yuan (including the value of issued shares and convertible bonds). If you continue to win the CLP Panda production line, it will cost more than 10 billion yuan, which is probably not a small challenge for the financially sound TCL Huaxing. In addition, through the acquisition bilong Suzhou panel prodaksen lain bilong Samsung, prodaksen kapasiti na maket sea bilong TCL Huaxing tu i bin go klostu long BOE, na ol bikpela bung na kisim bai bringim bikpela menesmen, operesen, na sels risk.
Namba tu, BOE, olsem TCL Huaxing, i lukim olsem olgeta veliu bilong ol kaun-saiklik na ol samting ol i kisim i winim ol hevi i stap namel long ol hevi i ken kamap . Long wankain taim, aninit long sindaun we TCL Huaxing i wok long ranim klostu, na winim tupela prodaksen lain bilong CLP Panda bai helpim tu long bungim ol samting bilong en long sait bilong teknoloji na maket gutpela bilong en. long ol gutpela samting bilong teknoloji na maket bilong em. Nanjing G8.5 na Chengdu G8.6 prodaksen lain i stret wantaim divelopmen gol bilong BOE long kamap wanpela global lida long semikondakta displei fil, na i ken givim ful pilai long ol komprehensif kapabiliti na ekspiriens bilong kampani long maket, teknoloji, na operesen. Ol gutpela samting, daunim bilong kemikel indastri em i wanpela sans bilong kamapim samting, mekim ol teknikel risev bilong kampani i kamap gutpela tru, strongim wok bilong kamapim na wokim ol samting, mekim prodak potfolio i kamap gutpela moa, strongim wok bung bilong ol kastoma, skruim hai-end prodak maket, na go het long strongim namba wan posisen bilong indastri.
Third, CLP Panda is an enterprise with a state-owned asset background, and its assets and equity sales are bound to be very cautious, while BOE is also a state-owned asset as a major shareholder. It is relatively easy to conduct asset transactions between the two, relative to the sale of assets to private capital. The dominant companies have lower risk.
Bikpela Jeneral Ding, wanpela man bilong lukluk long Sankei, i bilip olsem BOE i winim tupela prodaksen lain bilong CLP Panda 8.5/{5}6, we i gat gutpela potfolio bilong ol teknoloji peten na tu inap mekim bikpela hap bilong ol kompetisen. Ol tu i bin mekim bikpela kaun-saiklik} . ol pawa haus i bin bung wantaim long promotim hariap stretim bilong global panel indastri straksa{{9} Kombain sea bilong tupela i bin winim 50%. Wanpela taim we ol kampani bilong Saina i bosim LCD panel i bin kam. I tru, yumi mas lukim tu olsem olgeta kain nupela displei teknoloji na indastri tu i wok long kamap hariap. Teknoloji, prodaksen kapasiti, ekonomi, na sinisasen olgeta i mas kamap long displei indastri bilong Saina.
