This time, Zhao Yi Innovation announced the results of the fixed increase, raising a total of 4.324 billion yuan. Among them, GIC has been allocated10.994 billion yuan, and will become the ninth largest shareholder after registration, with a shareholding ratio of 2.17%; Ge Weidong was allocated 7,360,900 shares with the allocation amount of 65.438+0.5 billion yuan, and its shareholding ratio will increase to 4.48%, making it the fifth largest shareholder.
Then let's take a look at the distribution of the top ten shareholders at present. Zhao Yi Innovation increased its capital by 4.3 billion yuan, and Xinjiabo Investment Co., Ltd. was allocated 2 billion yuan to become the ninth largest shareholder; Ge Weidong was allocated RMB 65.438+0.5 billion (the sixth largest tradable shareholder before) and became the fifth largest shareholder!
National IC Fund is the second shareholder, which was acquired by 17. Therefore, judging from the position of the big fund as the second largest shareholder, how can other funds not be moved by the state's support for the innovation of Zhao Yi, a technology enterprise?
Ge Weidong used to be a futures tycoon, but later he moved to A shares. According to statistics, the market value of his positions is as high as11300 million, and the overall floating profit exceeds 6 billion. He has appeared in UFIDA, Zhao Yi Innovation and Iflytek. And Wanhua Chemical Co., Ltd. has also smashed billions, all of which were patiently taken, and also obtained rich returns, which is a model of value investment! It also reminds me of Yao Zhenhua. When everyone said he was crazy, I didn't know he made a lot of money in A shares. Actually, this is the pattern!
Recently, many demon stocks have increased their holdings, all of which are playing routines; In fact, more big names will enter the market, so why worry that the market will not rise? Don't you think so? This price increase is 203.78 yuan, which is 205.66 yuan higher than yesterday's closing price, and the discount is only 1%. It seems that these institutions are full of confidence!
As one of the chip leaders, the news of Zhao Yi's innovation has brought some stimulation to the technology stocks held by large funds! Don't play with companies that often increase their income, but they should also be divided into the nature of enterprises and see what they do.
The most innovative thing in Zhao Yi is chip storage. The net fund raised by Zhao Yi Innovation this time is 4.282 billion yuan, which will be used for DRAM chip research and development and industrialization projects, as well as to supplement working capital. Therefore, with such a good prospect and such a fixed increase, those institutions are eager to have more! In fact, 42 institutions participated in the increase this time, but in the end, five were spent. Therefore, the increase of Zhao Yi's innovation can be described as a beacon!
As the leader of memory chips, Zhao Yi has been innovating for fifteen years, and gradually formed the layout of "storage+control+sensor". After listing for 4 years, the stock price has risen 30 times. It is a good enterprise analyzed by Dongge Science and Technology Column. Let's talk about the past life of this enterprise!
Founded in 2005, the company initially entered the market with Nor Flash flash, set up MCU (Micro Control Unit) business unit on 201,joined Hefu Changxin in DRAM industry on 20 17, and acquired Wesley in sensor field on 20 19. After fifteen years of development, the storage business has covered three kinds of memory chips (Nor Flash, NAND Flash, DRAM), and the main business model is fabless. At the same time, it has cut into MCU, sensors and other fields, and diversified industrial management has achieved initial results.
Let's talk about the more important process in the middle: acquisition.
Zhao Yi Innovation was listed on the Shanghai Stock Exchange on August 20 16. The company's main business is memory chips and microcontroller MCU chips.
However, after only 20 trading days, Zhao Yi Innovation suspended its trading due to major asset restructuring, and made a 1 year fixed acquisition trip, which unfortunately ended in failure. At that time, the acquisition target was Xicheng Semiconductor, which was a big company. It was valued by several companies, and was finally taken over by Beijing Zheng Jun (a "giant" in the domestic chip industry) (65438+ 10/approved by the CSRC in June this year).
Less than three months after the first failed acquisition, Zhao Yi Innovation was suspended due to major asset restructuring. The target of this acquisition is Shanghai Wesley. Shanghai Wesley's technology and products are oriented to intelligent human-computer interaction, and its main business is the research and development and sales of a new generation of intelligent mobile terminal sensor SoC chips and solutions. Provide a complete set of human-computer interaction solutions including touch chip, fingerprint identification chip, sensing and control system algorithm. As a leading touch and fingerprint chip designer in the domestic market, it has strong competitiveness in the domestic market.
The acquisition was completed on 20 19. It can be said that Zhao Yi's innovation is accompanied by asset restructuring and acquisition. In fact, this is the normal state of the technology circle, and the assets acquired are all good assets. For example, Anshi Semiconductor acquired by Wen Tai Science and Technology, and Silicon Semiconductor acquired by Beijing Zheng Jun, all brought about a substantial increase in strength.
Zhao Yi Innovation won Shanghai Wesley with 654.38+0.7 billion yuan, but it also triggered a dispute and directly broke into the sphere of influence of Ding Hui Science and Technology.
Ding Hui Science and Technology is the leading enterprise of fingerprint identification chip in the world, and it is also the first listed company of semiconductor design in China. As we all know, Ding Hui Science and Technology is king in 19! Ding Hui Science and Technology will continue to maintain the leading position of capacitive fingerprint identification touch chip and realize the long-term goal of becoming a leading enterprise in the field of human-computer interaction.
The main product of Zhao Yi's innovation is 32-bit MCU chip, which is mainly used in industrial control, consumer electronics, communications and other fields, and the vehicle regulations certification has also passed. The acquisition of Wesley is undoubtedly a threat to Ding Hui science and technology! So what do you think of the market outlook?
Whether it is the acquisition of Zhao Yi Innovation or today's fixed increase, it is undoubtedly a further improvement of strength!
Through the acquisition of Wesley, Zhao Yi Innovation can acquire core technologies and products in the field of human-computer interaction. On the basis of the existing microcontroller MCU and memory, human-computer interaction technology and products are supplemented to promote the industrial cooperation of "storage +MCU+ sensor". And it can give full play to the synergy with Shanghai Wesley in technology research and development, product types, customer channels, supply chain and other aspects, and further strengthen the company's industry position. Therefore, the acquisition of Wesley is inevitable!
After the fund-raising investment project is completed, it will increase the sales of DRAM products and expand the types and scale of memory products. The revenue proportion of the memory business segment will increase, and the income composition will be richer, which will greatly improve the company's sustainable development ability and follow-up development space, and provide guarantee for the further improvement of the company's operating performance.
In terms of performance, the performance of 19 was slightly lower than expected, which was mainly affected by seasonal fluctuations and expenses of the industry. However, products based on Zhao Yi's innovation are widely used in handheld mobile terminals such as mobile phones and tablet computers, consumer electronics, Internet of Things terminals, personal computers and their peripherals, as well as communication equipment, medical equipment, office equipment, automotive electronics and industrial control equipment. With the advent of the 5G era, consumption will continue to increase, with broad prospects. We are optimistic that the company's main business and other businesses will continue to maintain a high growth momentum in the future.
At present, the market value of Zhao Yi's innovation is close to 1000 billion, which is 0 times worse than the trillion. However, Dong Ge believes that in the future, the fields of chips and semiconductors will certainly produce giants with a trillion market value, and Zhao Yi Innovation may be one of them!
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