Guan Jie plans to build plant of liquid crystal TV in Nanhai: Annual produce will exceed 30 billion

September 18, 2008

  Annual produce will exceed 30 billion yuan

Wang Zhen

The biggest monitor produces the whole world limited company of science and technology of business coronal nimble (00903.HK, say below ” Guan Jie ” ) the plan garrisons Guangdong Fosan city Nanhai area ” China (Guangdong) base of flat LCD property ” , cast build a group of large liquid crystal model and plant of production of liquid crystal TV, the annual produce of this factory will exceed 30 billion yuan.

Day of a personage of know the inside story is forward ” daily of the first finance and economics ” divulge, plan of factory of coronal nimble Nanhai will have 10 million / year group of liquid crystal model is produced can reach 7 million / year liquid crystal TV is produced can.

Swim up and down only group of model of liquid crystal of integrated, construction and TV are overall the factory of unifinication, ability gain, reflect cost dominant position. This personage says, and, guan Jie is bought in strange last year in December beauty when the equity of 7.66% , strange beauty has stated indrawn Guan Jie offers liquid crystal face plate solely 3 years (CELL) and group of liquid crystal model.

“The Taiwan businessman is willing to gather together. ” this personage describes strange beauty and Guan Jie so early or late the phenomenon of settle Nanhai. In fact, strange beauty is bought through the 811 million HK dollar last year case, had become the 3rd large stockholder of Guan Jie.

The Nanhai strange beauty that regards Guangdong as one of projects of the biggest group of liquid crystal model, want two this years to look for TV of a liquid crystal in place all the time overall factory to it nearby form a complete set. Nevertheless, TCL, Kang Jia parts to build project of group of liquid crystal model oneself in hill of benefit city, elder brother, after plant of group of model of liquid crystal of LGD of Guangzhou of the share that achieve dimension, strange beauty is forced to get on look move personally to Guan Jie.

And coronal nimble just plans to add TV of a liquid crystal to produce base. Afore-mentioned personages say, guan Jie already was in Beijing, Ning Bo, Wuhan to set video shop, there is TV plant in Suzhou, there is the plant of TV and monitor in Fujian. And the Guan Jie that permeates actively to flat TV in recent years, the hope gives project of group of model of TV of its liquid crystal to look for a stay to nod again additionally, add those who increase TV of dimension liquid crystal to produce at the same time can. Nanhai is a good choice, have strange beautiful form a complete set not only, and the liquid crystal TV that era is versed in exports convenient Guan Jie.

“Can sell CELL pretty good also. ” a of Nanhai strange beauty tall canal once expressed so. China imports liquid crystal face plate to impose 0 custom duty, but group of model of entrance liquid crystal imposes the custom duty of 3% . And, since this year, supply exceeds demand of liquid crystal face plate, with Guan Jie ” knot two pairs ” the development that is helpful for both sides undoubtedly.

Guangdong flat shows the industry promotes a personage of the meeting to think, guan Jie once settle Guangdong, will make the industrial assemble advantage of TV of Guangdong liquid crystal promotes further.

Tall Guan Laye associates to find new job before the message says Founder science and technology assumes a president

September 1, 2008

Dispatch of sina science and technology on September 1 message, many relevant personage confirms, associate the standing vice-president La Ye that mobile director sells has found new job Founder science and technology takes up the post of a president. La Ye is to be in associate the attune when the group tears apart a mobile phone comes associate mobile, before this, he is held the position of associate group channel and sale vice-president. Government of Founder science and technology did not grant buy is judged.

Before half moon, already dug via hearsay Founder science and technology inside PC circle came a president of actual strength group, hillock arrives after the Olympic Games, but mostly who is the personage inside course of study is not clear about. On August 14, many personage that is close to La Ye confirmed this one information to sina science and technology, him Dan Laye did not wish to take evasive attitude to this. Government of Founder science and technology did not grant to comment on, weigh everything with the company appear on the market the company is accurate.

A senior correspondent of IT channel media knows La Ye old, he says, the impression that La Ye gives him is ” particularly honest ” , ” quite able ” . La Ye is to associate formerly the vice-president that the group is in charge of channel and sale, in associate the attune when the group tears apart a mobile phone comes associate mobile, hold the position of standing vice-president, officer sale. (Establish hero)

Relevant report:

Associate mobile and standing deputy total La Ye leaves his post

Associate business of mobile phone of fight in some places one by one of La Ye of PC sale vice-president

Net profit of season of Guan Jie head grows A of 91% intended inland compared to the same period appear on the market

June 13, 2008

[message of motivation of ENet Silicon Valley] the computer monitor that appears on the market in Hong Kong produces Shang Guanjie science and technology to was announced a few days ago, suffer driving domestic demand to drive, net first quarter gain relatively go up growth of year of the corresponding period 91% , this total position produces business at the monitor of Taipei realize net profit first quarter 45.4 million dollar, on prep above year the 23.8 million dollar of the corresponding period, grow 27% when season income, to 2.38 billion dollar, go up year of the corresponding period for 1.87 billion dollar.

Although be opposite apparently unfavorable economic environment view is cautious, but the market is mixed to personal computer monitor the demand of liquid crystal TV still dovish, period inside, coronal nimble science and technology pays carry 12.3 million monitor in all, press year of growth 14.1 % . Personal computer monitor pays volume to grow 13.9 % to reach 11.4 million, occupy total turnover 77.8 % . Liquid crystal TV pays volume relatively jumped litre of 33.4 % to reach 800 thousand last year, occupy total turnover 15.4 % . The wool interest rate of personal computer monitor maintains in 4.8 % level, and liquid crystal TV pays volume to increase, bring greater dimensions benefit, promotion of wool interest rate comes 4.5 % . As to integral wool interest rate, by the 4.3 % of the corresponding period rose last year to 4.5 % .

Additional, outback economy grows flourishingly, period inside outback market turnover amounts to 726 million dollar, occupy group total turnover to rise by 25.3 % to 30.5 % . North America and Europe occupy 23.5 % respectively, south-American market occupies the proportion to the group to continue to rise, turnover amounts to 108 million yuan, relatively increased 37.3 % last year. Because the use of liquid crystal product is more and more extensive, can continue to be able to have the yield of iconoscope monitor turn to LCD or liquid crystal TV.

Coronal nimble science and technology is located in Brazilian horse Nao this workshop produces fire alarm at January, bring about manufacturing weak point to suspend pausing. After deducting insurance compensation, the immediate loss of the group, additional custom duty, carry reach other conjunction charge to wait to be 5 million yuan about. This workshop already at new in March overall put into production. The company still plans to enlarge house property of peaceful wave plant can, strengthen as strange as new partner beautiful collaboration to reach promotion competition ability in order to ameliorate cost.

Chairman of coronal nimble science and technology holds CEO Sun Jiansheng concurrently to express on outstanding achievement press conference, although TV of LCD of the first season pays volume this year,drop by season nearly 40 % , but because the client is deferred,basically pay carry date. This company is occupied at the city of global LCD TV rate by the 4.8 % last year, drop to head the 4 % of season, but because anticipate second half of the year pays volume to pick up, still have hope the city this year occupies frank meeting to rise to 7 % . Belong to a tradition first half of the year commonly off-season, the 30 % that believe to pay volume to occupy annual only first half of the year come 40 % , second half of the year occupies 60 % to come 70 % . Put the influence of delay to American market, he thinks, american economy puts delay to belong to do not dispute a fact, still have hope the 2nd to the four seasons pay volume to maintain driving growth, can negotiate actively new client, but still can announce without the message now.

The coronal nimble science and technology that appears on the market in Hong Kong and Singapore at present, sun Jiansheng expresses, the company is considering how to improve its financial standing, enlarge partner redound, because this can study the opportunity that appears on the market in inland or Taiwan, but have no temporarily express between real time truly, and stay in preliminary research phase, although appear on the market in other market again, give those who differ to reach Singapore at Hong Kong at meeting cancel company to appear on the market position. The market thinks this may be short-term benefit good activator.

Lucky letter publishs a report to point out, look from openly direction, guan Jie lasts device of indebted Yu Yuan is crude the trend is sentenced outside producing business to increase, and indebted stabilize at face plate price, gross profit can keep stable this year, grade of Jiang Guanjie science and technology by ” run win big city ” key is low to ” neuter ” , target price is moved by 7.77 HK dollar low to 6 HK dollar, fly in order to mirror benefit riverside is exhausted weak competitive position, and later period can put monitor and TV demand this year delay. Lucky letter adjusts Guan Jie today bright two years gain is forecasted, will this year be filled with forecast increase 5% to 0.1 dollars, key is next year low 4% to 0.11 dollars, predict today next year net profit reachs 213 million dollar for 198 million dollar.

Dui Pei thinks, outstanding achievement was offerred for Guan Jie first quarter short-term prop up, but go up at present sign is possible won’t last for a long time, because of big city and industry foreground still bleak. Because American economy growth puts delay, impose Chinese constrictive policy, because this is likely influence market is right the demand of the LCD, before big city person enrages stability, investor becomes more careful.