my life reset

Chapter 706 New Year's Vision, Kill MG
Chapter 706 New Year's Vision, Kill MG
"Mr. Gao, have you made a specific assessment? After adopting the extreme plan, how much will the company's R&D and production be affected?"

Hu Yang lit a cigarette in the meeting room for the first time, and even Xia Bing did not protest.Now, everyone is in the same mood, and no one can take care of such trivial matters.

"Mr. Hu, after we adopt the extreme plan, the quality of our communication products and terminal products will undoubtedly decline. In addition, there are several chips under design, which will prolong the design cycle. Generally speaking, the short-term impact on Our impact is going to be huge."

Gao Mingkang then provided a set of data. After implementing the extreme plan, it is estimated that the company's revenue will drop by 29% and profits will drop by 33%.

This impact can be said to be very large. If it continues like this, it will even affect the survival of the enterprise.

Yan Hanzhang felt the same way, and couldn't help but sigh:
"Mr. Hu, Mr. Gao, everyone, the situation of Charming Semiconductor is similar to that of Mingkang Communications. For example, products containing the company's components are prohibited from entering the North American market.

In this way, not only Charm Semiconductor will be affected, but also a large number of domestic companies such as Charm Electronics and Ark Computer will be affected to varying degrees. "

North America's action this time can be said to have a far-reaching impact.

From a small point of view, it will accelerate the decoupling of semiconductor technology between Huijia and North America. From a large point of view, it is likely to affect the economic cooperation between China and North America.

At this point in the matter, no one in the Huijia Department has any illusions about North America anymore.

Now there are only two paths before everyone, either break out of the encirclement and establish a completely own industrial chain.Or, the Huijia department will collapse and be slaughtered from then on.

"Everyone, the current situation is clear. In my opinion, all the companies in our Huijia department have started to implement the extreme plan one after another.

While trying to consolidate the domestic market, we must actively explore the European market, Southeast Asian market and other global markets including the African market.

Let me stress again, surrender is no way out.The opponent's purpose is not to recruit us, but to completely defeat us.So, everyone act, for our survival! "

Everyone discussed for a long time and basically reached a consensus.

In the end, Hu Yang announced that the entire Huijia Department began to implement the Extreme Plan one by one, completely decoupling from North America.

After the meeting, Gao Mingkang came to Hu Yang's office.

"Mr. Hu, this time we're at the bottom of the boat. Fortunately, none of our companies are listed in North America, otherwise it will be even more troublesome."

Gao Mingkang cannot help but admire Hu Yang's foresight. He blocked Mingkang Communications and Xintong International's plan to go public in the United States a long time ago.

"The people in North America have no bottom line. In order to maintain their so-called leading edge, they will do everything possible. This day will come sooner or later. And this hurdle, we will also break through sooner or later!"

Hu Yang's eyes looked out of the window, the bright sun was hanging high, and his heart was also ignited with infinite fighting spirit.

"Mr. Hu, you are right. This test must be passed anyway. Then I will go back first. The company still has a lot of things to do."

Gao Mingkang smiled, got up and said goodbye.He knows that from this day on, everything will be different, and he is not discouraged about the future.

When Hu Yang sent him out, he happened to meet Yu Hongbo in the corridor.

"Old Yu, you go to my office and sit for a while, I'll be right back."

Yu Hongbo greeted Hu Yang and Gao Mingkang, and Hu Yang asked him to go to the office first.

Hu Yang sent Gao Mingkang to the elevator room, and then turned back.

"Mr. Hu, the stock price of Mingkang Communication is very bad today. It fell by 11% within an hour of opening. At present, the decline has a tendency to further expand.

Observing from the market, there are obvious signs of concentrated selling by large funds. I suspect that someone is short-selling the company's stock by taking advantage of bad news. "

Yu Hongbo didn't hesitate and told Hu Yang the news directly.

Hu Yang and Gao Mingkang are psychologically prepared for the drop in the stock price of Mingkang Communications.In the face of all-round suppression in North America, few companies in the world can stand up.

However, Hu Yang noticed Yu Hongbo's statement, someone is shorting Mingkang Communications?

"Old Yu, just wait a moment."

A light flashed in Hu Yang's mind, and he suddenly remembered something.This matter was very important, he didn't care to continue talking with Yu Hongbo, so he immediately called Wu Xinhui over and asked her to contact Han Wen.

After the call was connected, Hu Yang took the mobile phone and walked to the small reception room next door.

"Awen, is there any clue to what I asked you to inquire about? Li Kailong brought 500 billion Hong Kong dollars from HSBC. What is he going to do?"

"Boss, I just passed the customs and I want to report this to you. Otherwise, I'll be in your office in about 30 minutes. I'll see you later?"

Han Wen obviously didn't want to talk about it on the phone, and he planned to report after seeing Hu Yang.

"Well, then I'll wait for you. Hang up first."

Hu Yang felt that he didn't need to care about this time. After hanging up the phone, he returned to the office.

"Old Yu, you know the company's situation now. North America has started to suppress us in all directions. This is bad news, and stock price fluctuations are inevitable.

However, it is not so easy for someone to take advantage of this opportunity to short us.From now on, keep an eye on the stocks of the various listed companies under our Huijia family.No matter what happens, please let me know as soon as possible. "

Hu Yang suspects that the large funds shorting Mingkang Communications may belong to Li Kailong.

As a result, less than half an hour after Yu Hongbo left, his premonition was confirmed.

"Boss, I haven't got the details yet, but Li Kailong invested his funds in the stock market and he didn't run away. I heard that Li Kailong is going to short the stocks of our Huijia department. Some people say it's Xintong International, and some say it's Mingkang Communications." Anyway, whatever it is.”

Xiangjiang is such a big place, it is very difficult to keep it completely secret.Hanwen also paid a lot of money this time, and finally knew some new situations.

"That's right! Awen, Li Kailong has already made a move. He is shorting Mingkang Communications. As for whether he will make new moves in the future, it is hard to say. So you have to keep watching him. If you have any news, please report to me in time. report."

Hu Yang secretly clenched his fists, it turned out that kid Li Kailong was waiting for him here.

There is a saying that everyone pushes against the wall, and now North America is starting to suppress Huijia in all directions.Then the other party's shorting of the stocks under the Huijia Department is really getting twice the result with half the effort.

"Okay, boss, I understand. I'm going back to Xiangjiang now, and I will definitely watch Li Kailong to death."

Han Wen didn't dare to be negligent, and he didn't even have time to eat lunch, so he hurried back to Xiangjiang.

With the help of Guo Bingkun, Hanwen has initially established a network of contacts in Xiangjiang.It is much more convenient than before to collect any information.

"Huh? Mr. Gao, didn't you leave? Why are you back again? It just so happens that it's lunch time now, let's chat while eating.

Assistant Wu, please send some dishes upstairs. I will have lunch here at noon today. "

Not long after Han Wen left, Gao Mingkang came to Hu Yang's office again.

At this time, it is almost the time to get off work at noon.Hu Yang arranged for Wu Xinhui to prepare, and he and Gao Mingkang came to his own small restaurant.

"Mr. Hu, the company's stock has fallen sharply. It seems that someone is taking advantage of the fire. I originally thought about raising a fund in the stock market next month. Looking at the current situation, I'm afraid it will be very difficult to realize."

Gao Mingkang sighed, a little sullen.

Hu Yang smiled casually: "Mr. Gao, with such a big bad news, the stock price will of course have a large drop. Our best response now is to ignore it and let it fall."

Stimulated by the sudden bad news, the decline of Mingkang Communication has just begun.Nothing is right now, it's better to wait and see what happens.

"Mr. Hu, the problem is that in the next two or three years, I will have a huge funding gap. You also know that the suppression in North America will greatly affect the company's revenue and profits.

If I reduce the research and development expenses, the technological advantages we have accumulated with great difficulty will be lost.In this way, a vicious circle will be formed, and the company will really be over. "

Why did Gao Mingkang return immediately after leaving?He just realized this problem, and couldn't help breaking out in a cold sweat.

"Mr. Gao, after your annual report comes out at the beginning of next year, if it is difficult to raise funds in the market, then the company will launch a new round of capital increase and share expansion.

I have a preliminary idea, haven't you already spun off the chip design company?Let's start with this company first, what do you think? "

Among the operating expenses of Mingkang Communications, research and development expenses account for the bulk.At present, the company's research and development expenses have accounted for about 20% of the company's total revenue, and there is no second company in China.

Such a huge R&D cost requires the support of the rapid development of the enterprise.But now that Mingkang Communications has been fully suppressed by North America, its revenue and profits will drop sharply, and it will be difficult to continue.

If the company's research and development expenses decline, it will inevitably affect the company's weak technological leadership.This is an endless loop, and it is also the effect that North American suppression companies want to achieve.

For Hu Yang, the only way to hedge is to raise funds.Under the current circumstances, the source of funds can only be counted on Huijia Department itself.

"What can I say? It's too late for me to be happy. If you are willing to increase investment, I naturally don't care about a mere chip design company."

The chip design company is an asset Gao Mingkang values ​​very much.This company carries the hope of comprehensively surpassing North American communication technology, and he will not easily introduce shareholders.

If it is necessary to introduce new capital, Gao Mingkang still hopes to solve it within the Huijia Department.Therefore, Hu Yang's statement made him feel more confident.

The two had a casual lunch, and Gao Mingkang left the investment building immediately.

Now the domestic 4G deployment is at a critical stage, and the bidding work of several major operators is being launched one after another. He dare not take it lightly.

Lost the North American market, lost parts and technical support in North America, the domestic market is particularly important for Mingkang Communications.

The time soon came to the end of December, and the north was already snowing heavily, while the temperature in the deep sea was still as warm as spring.

Over the past period of time, the stock price of Mingkang Communications has plummeted to HK$33 per share, a huge drop.

Yu Hongbo has been tracking the trend of this stock. At the same time, affected by it, the stock prices of Xintong International and even Penguin Empire have dropped a lot.

On the contrary, the stock price of Charm Semiconductor, which is listed in China, is relatively stable.So far, it has only fallen by 13% from the highest price, which can be described as very stable.

"Mr. Hu, Glamor Semiconductor has escaped a catastrophe. But I wonder, the stock price of Mingkang Communications has fallen so much, and even Xintong International has fallen by 25%. How come Glamor Semiconductor is the best performer? "

Yan Hanzhang has also been very busy recently. Today he came to Hu Yang for other things, and he mentioned the company's stock price by the way.

"Mr. Yan, you don't know this, do you? There is still a big difference between the mainland stock market and Hong Kong's stock market. The biggest difference lies in the different valuations and different trading rules."

Hu Yang knew that Yan Hanzhang was not very proficient in the capital market, so he didn't say much.

In his view, Glamor Semiconductor has been under the pressure of North America for a long time, and it is the first company in the Huijia family to be stuck by others.

After several turmoil, the capital market has adapted to this change.Anyway, that's all there is to it, and I don't care if I come here one more time.

What's more, Charm Semiconductor's localized substitution has done a good job.Compared with the foundry model of logic chips, memory chips basically follow the IDM model, which is the combination of chip design and chip manufacturing.

At the same time, the design and manufacture of memory chips is less difficult than logic chips, and the applied process technology does not need to be so advanced.

Therefore, whether it is production equipment or materials, Glamor Semiconductor's supply chain is not much threatened by North America, and it is easier to find alternatives.

"Mr. Hu, the 64-layer stacking technology developed by Glamor Semiconductor has achieved a key breakthrough. In terms of flash memory, we can completely compete with S Star, let alone SK and MG.

However, we are slightly weaker in DRAM memory chips, but we can barely rank among the world's first-class levels. "

Yan Hanzhang is very proud when talking about the company's technological development.

Compared with NTS International's foundry model, Glamor Semiconductor is more proactive in its operations.Although the crackdown in North America had a great impact on the company, after a brief fluctuation, the company's revenue and profits recovered quickly.

"So, Mr. Yan, don't worry about the stock price. I think it's conceivable that Glamor Semiconductor will work harder to squeeze MG out of the domestic market next year."

Hu Yang smiled slightly, and drew a big cake for Yan Hanzhang, which was also his New Year's vision.

To tell the truth, Glamor Semiconductor's own technology has gone a long way.

(End of this chapter)