Chapter 642 timing, regret(1/2)
Chapter 642 Timing, Regret
"Li Qi's arrival at Microelectronics Equipment is not good news for us. Let's not talk about anything else. As soon as he came, he improved the salary of the technical backbone. There were several employees who originally said they would come to Bolong Optics, but later changed their minds.
."
Some time ago, Zhang Xiao took advantage of the chaos within microelectronic equipment to recruit a group of technical backbones. However, since Li Qi took office, his poaching mission has become unsustainable.
"Mr. Zhang, a lot of people have come here. We have to give them a break. Don't forget, I still have 80 million shares in Microelectronics Equipment.
Next, we can no longer use these small tricks. If we want to acquire microelectronic equipment, we can only use our upright strength to crush them."
Hu Yang still hasn't said a word. If he continues to waste time, the city may come forward.
"Yes, our Bolong optical technology is strong. If I hadn't wanted to make a 45nm lithography machine as soon as possible, I wouldn't have made myself look so ugly."
Zhang Xiao laughed at himself, saying that he had been a bit aggressive in poaching people before, and I heard that the city already had problems with him.
"I won't talk about the past. Now we just do our own thing well. Having said that, Li Qi is very capable, but the company's controller may not give him full autonomy. A clever woman can't make a meal without straw, and she can't succeed either.
thing."
Hu Yang can see through the essence of Peak Capital. They are used to capital operations. How can they calm down and invest heavily in technology?
Doing business requires a long accumulation process, and Peak Capital does not have the patience to do so.
Director You also has no such patience. Therefore, there is basically no chance for microelectronic equipment to turn around.
While the two were talking, Wu Xinhui knocked on the door and came in, saying: "Mr. Hu, Mr. Yan is here."
After saying that, she stepped aside, and Yan Hanzhang walked into the room immediately.
"Mr. Hu, Mr. Zhang, do you have something to do? How about I sit outside for a while."
"It's nothing important. Mr. Yan, please take a seat. Mr. Hu, I'm leaving first. There are still things in the company."
Zhang Xiao and Hu Yang had said everything they needed to say. It seemed that Yan Hanzhang had something to see Hu Yang, so he stood up and left.
"Mr. Zhang, go and do your work. I will go to Bolong Optical to have a look when I have free time in the next two days. Assistant Wu, send Mr. Zhang off for me.
Mr. Yan, let’s go sit in the tea room..."
Hu Yang stood up and watched Zhang Xiao leave, and then went to the teahouse with Yan Hanzhang.
"Mr. Hu, are you planning to stay in the Magic City?"
Wu Xinhui went out to see her off, and Mi Qi came over to help them make tea. Yan Hanzhang picked up the tea cup and held it in his hand without drinking, but carefully smelled the aroma inspired by the tea leaves.
"Why don't you still know why I'm here? I guess it will take a while. Anyway, I don't have the same office wherever I stay?"
Populus euphratica is not in a hurry to return to the deep sea. The weather in the city during this period is very good, neither cold nor hot. It can be regarded as the season of autumn.
"Haha, the main reason is that you are not in the deep sea, and I have nowhere to go to have tea. Mr. Hu, this time Shengyi Electronics, Mingkang Communications, and Nishite Technology have all reduced their holdings of a small part of Charming Semiconductor's shares. If nothing else,
You will see the results very quickly.”
In fact, Huijia International Investment also reduced its holdings in Charming Semiconductor. However, Yan Hanzhang did not need to mention this matter in front of Hu Yang.
The effect he mentioned was naturally that when everyone reduced their holdings, the market was still at a relatively high level, but now it has fallen a lot.
If the market enters a technical bear market in the future, whether shareholders cover low prices or the company repurchases shares and then cancels them, it will mean that everyone will receive generous returns.
Regarding this point, it would be difficult for them to think of it if it weren't for Hu Yang's reminder.
"Hmm, it's not a big deal, I just want everyone to enjoy the fun of a round of market prices, that's all."
Hu Yang smiled and waved his hands, as if he didn't want to discuss this issue.
His current main business is the semiconductor industry, and financial investment is only a side business. Gao Mingkang, Chen Jialin and others can make a little money for fun, but they must not shift their attention to these aspects.
Yan Hanzhang was very good at observing people's opinions and immediately changed the topic.
"Mr. Hu, the company's DRAM memory chips have been developing rapidly during this period. Our domestic market share has increased to 23%, which is far beyond my expectations."
After rounds of suppression, especially this round of price wars, Charming Semiconductor has finally undergone radical changes.
This change occurs from the inside out, just like rebirth from the ashes, which greatly increases the strength of the current Charming Semiconductor.
"Okay, I also saw Charming Semiconductor's report, which really makes me excited. Our 32-layer stacking technology has already left our opponents behind. If we can make up for the shortcomings of DRAM, we really won't be afraid.
Anyone’s suppression.”
The development of Charming Semiconductor is even more tortuous than that of Xentong International.
But from the perspective of development speed and technological progress, Charming Semiconductor is even stronger than Xentong International.
Don’t forget, Charming Semiconductor has experienced two rounds of suppression by a certain superpower, and now it is not only alive but also achieving leapfrog development. This cannot but be said to be a miracle.
Of course, one of the important reasons for this is that Huijia's semiconductor industry chain has almost formed a closed loop. This is a powerful advantage, and it is also the core of Huijia that is difficult to defeat.
"Mr. Hu, our flash memory chips account for almost half of the domestic market share. In the future, even a certain supermarket will probably not suppress us anymore, because it's useless!"
Yan Hanzhang can finally stand tall and proud. He has been criticized a lot over the years.
"Well, it's good to be energetic! However, don't be careless. Some people's lower limits may be beyond your imagination."
Hu Yang didn't say it too bluntly. He had a clear understanding of a certain Chao's style in his heart. If you have the right to be humble, you will be invincible. If someone doesn't praise you, they will kill you.
For the time being, there is not much risk. So in the next two years, Charming Semiconductor should work hard on its internal skills and continue to improve its strength.
For some people, it is useless for you to reason with them.
For some people, you can only understand them if you speak to them with strength.
Yan Hanzhang nodded with all his thoughts in mind, but he still had many questions in his mind, but he did not ask them.
Now he has begun to have his own understanding of the behavior of a certain super team. At least his awareness of crisis is much higher than before.
"By the way, Mr. Hu, are microelectronic equipment going to be completely decoupled from us? Then should I return some of the orders I have to them? Anyway, I don't want to."
The senior management of Huijia Department is very aware of the matter of microelectronic equipment. Isn't it because there are arbitrage funds that have taken a fancy to the huge subsidy and the benefits brought by the company's listing?
As a result, Director You, who represented the company's major shareholder, and Summit Capital together rejected the merger and reorganization plan proposed by Hu Yang and resolutely decoupled from Bolong Optics.
Yan Hanzhang felt uncomfortable about these things.
"Mr. Yan, you can consider who to give the order to in terms of the interests of the company. As for being angry, stop talking about it."
Hu Yang is not prepared to use orders to get in the way of microelectronic equipment. Bolong Optics has not started producing high-end photolithography machines. Exposure optical systems still have to be sold.
As for whether the company can produce its own photolithography machines in the future, that is another matter.
Yan Hanzhang also understood this truth, responded with a smile, and quickly stopped talking.
"Mr. Hu, I can probably stay in the city for about three days this time, and then I have to visit various newly built factories."
Yan Hanzhang is a relatively diligent person at work. He does not like to sit in the office all the time, but is willing to go to the scene to solve problems when he is free.
After sitting here with Hu Yang for a little while, Yan Hanzhang immediately stood up and left.
There was nothing polite between Hu Yang and Yan Hanzhang. He came out of the tea room with the other person and returned to the office by himself.
Another week later, Yu Hongbo came to report to Hu Yang that the market had fallen below 4,000 points.
"How has the stock price of microelectronic equipment performed recently?"
Hu Yang doesn't care about anything else. He just wants to know the stock price performance of microelectronic equipment since its listing.
"Hey, the timing of the launch of microelectronics equipment is not good. It can be said that it was born at the wrong time. Otherwise, with its unique concept and good financial statements, it would not have even rushed to 100 yuan. As of yesterday's close, Microelectronics
The stock price of the equipment is 61.22 yuan."
This price will soon reach the issue price, which is a bit terrible to be honest.
Microelectronics equipment is not a company in the traditional industry, it is a real high-tech enterprise. And the price-to-earnings ratio of high-tech enterprises is already high. If it hadn't caught up with the market peaking and falling, it would not have been possible to achieve such a low price.
Hu Yang did the math and found that Pinnacle Capital originally invested 10 billion yuan. After the listing, the other party's shareholding ratio in the company was 24.26%, and the actual number of shares held by the company was 101.4 million shares.
According to the current stock price, the market value of the microelectronic equipment stocks held by Summit Capital is just over 6 billion yuan, which is a lot of losses.
In fact, it is also to blame that Wu Zunyou and others are so confident that with their ability, they will definitely make the 100 billion yuan subsidy fall on microelectronic equipment.
The result disappointed them, and the subsidy was finally given to Bolong Optics.
But by this time it was already too late. Microelectronics Equipment had already completed the capital increase and share expansion, and Summit Capital's 10 billion yuan had already been transferred to the company's account.
Therefore, they all hoped that they could recover their losses after listing, but they did not expect to catch up with this big drop again.
"Lao Yu, the stock price of microelectronic equipment has almost reached the bottom, if no new bad news comes out."
Even Hu Yang did not expect that the stock price of microelectronic equipment would be so low. The price of about 60 yuan was really a bargain price.
"Then we want to buy some of it?"
Yu Hongbo was mainly confused about the fundamentals of microelectronic equipment. When he heard what Hu Yang said, he immediately became interested.
"It's not yet time. If the time comes, we can't take action directly. Let's let Bolong Optical do it."
It is not impossible to use funds from Huijia International Investment or Huijia Holdings. But Hu Yang's original intention is not to speculate in stocks. His ultimate goal is to let Bolong Optics acquire a microelectronic equipment company.
"Boss, are there any changes in the fundamentals of microelectronic equipment?"
Yu Hongbo didn't understand. Since Hu Yang thought this was the floor price, why did he say it was not the right time?
Hu Yang smiled and shook his head. Some things cannot be said so early. He just has a basic judgment. As for whether it will happen or not, it depends on what the other party will do next.
To be continued...