Chapter 439: Five words to make investors crazy about me

Style: Science Author: Riding a pig to dig a holeWords: 6847Update Time: 24/01/12 20:04:28
After a week of waiting, the Sanqing test results came out. The CMOS chip sample passed the test and met the imaging requirements of Sanqing.

However, this is only the first step, proving that Kewei has sufficient technical strength to enter the threshold of Sanqing supplier.

In the next step, the two parties will conduct in-depth cooperation and adjust the integration of software and hardware so that it can be truly applied to capsule endoscopy.

As for meeting the same technical parameters as Sony CMOS and thus sharing mass production orders, that is the next step, and it is still a bit far away from now.

But this was enough for both parties to sign the first contract and reach a long-term cooperation agreement.

Zhao Xing looked at the contract in his hand, dancing with joy and laughing wildly.

"Hahaha! I have the contract in hand, and I own the world."

Turn on your computer immediately and find the last web page you visited.

"Haha, stock market, right? Call me rubbish, right? Today I'm going to show you what a counterattack means a comeback!"

He gritted his teeth and said, feeling itchy when he thought about the news about becoming Sanqing's supplier being announced, the stock price taking off instantly, and the investors praising him in unison.

So he immediately called the secretary and issued the instructions impatiently.

"Quickly, announce the cooperation with Sanqing and increase the stock price."

"Okay." The secretary ordered and left.

Soon, the news that Kewei had been squeezed into the Sanqing supplier list spread throughout the Internet, triggering a strong response in the stock market.

A few hours later, Zhao Xing finished the work at hand and finally had some free time, so he opened Kewei's stock bar page again, ready to enjoy the cheers of investors.

Sure enough, online reviews have begun to reverse, with Yishui being optimistic.

"Finally gained some momentum."

"Very good, high-end chips have been taken over by Sanqing, so you can buy them."

"Sanqing supplier, awesome, increase the position and work hard, definitely eat big meat, starting from 18.8, buy, buy, buy!"

"The iron trees are blooming, and the old sow is getting on the sedan chair - for the first time, the prices are rising continuously!"

"What's the use? The base price is too ridiculous. The mud worth more than ten yuan can't hold up the wall. There won't be much room for it to rise again!"

"Junk stocks are junk stocks, and the price limit is 22. Can you believe it?"

"As expected of Sanqing, the King of Medicines. With just one shot of the drug, junk stocks can come back to life. Tomorrow they will definitely continue to hit the daily limit, and they can hit 60 in a week. Go, go, go!"

"It's really difficult for an old cow to pull a broken cart and make a few thousand yuan."

"The grandson of the semiconductor sector has finally risen to prominence. It's not easy. It was helped by Sanqing. Maintain this growth rate and I will call you grandpa every day from now on."

"I just sold the liquor stock yesterday and I bought it just in time. If I can keep supporting it, I can consider holding it for a long time."

"Don't say I didn't remind you, now is the last chance to get it, if you miss it, it's gone."

"I want to cover my position but I can't. I feel so uncomfortable that I want to cry. I lost a lot before, but this time I want to make it all back in one go."

"Buy, buy, buy, get crazy, this wave will see 100."

"Now that I'm a shareholder, I'll be called by the shareholders' meeting."

"The localization of semiconductors is a major trend. It seems that after Sanqing's strong entry, medical equipment will also be localized."

Zhao Xing pulled it down one by one, the corners of his mouth raised crazily, and he felt proud in an instant.

I couldn't help but flip through seven or eight pages before stopping.

"Hahaha, being able to hug Sanqing's lap is the greatest happiness!"

He crossed his legs, looked up to the sky and laughed wildly, feeling as comfortable as drinking iced watermelon on a hot day.

After I finished laughing, I thought about the hardships along the way and couldn't help but burst into tears. My mood was extremely agitated, and all the ups and downs came rushing back to my mind.

Many years of unfulfilled ambitions have finally come to fruition, and the feeling of this cannot be explained to outsiders.

Kewei has been working hard to practice its internal skills for so many years. No matter how hard and tired it is, it has never thought of giving up. It adheres to the CMOS localization route starting from the low end and never wavers.

Today, competitors are moving lightly, only doing chip design, and completely handing over manufacturing to foundries.

He walked in the opposite direction, taking the most painful and difficult road. Although the difficulty was maximal, he was always moving upward steadily.

Finally, God was moved by his spirit and came down to Sanqing to let him take off completely.

Sanqing has entered the field of endoscopes. When manufacturers in island countries cannot trust them, Kewei is their best choice.

Because CCDs are all monopolized by Sakura Country, only by taking a detour from CMOS can we win.

And Kewei wants the high-end market, and Sanqing is the only opportunity.

Because there are many choices and wide production lines in the fields of mobile phones, automobiles, and security control, Kewei is just a low-end CMOS supplier to them.

At the high end, they are unwilling to give Kewei a chance, and they are not as courageous as Sanqing, who is willing to spend a lot of money to support Kewei.

Zhao Xing was truly convinced by this point, and admired Mr. Wei of Sanqing so much.

Therefore, he must firmly seize this opportunity, go all out, do his best, and convince customers, so that he can truly gain a foothold in the high-end market.

After conquering Sanqing, it established a firm foothold in the field of high-end medical chips.

Are the olive branches of industry giants such as Juwei, Hikvision, Xiaojiang, and Rice still far away?

****

Haishi, Tianhong Fund Management Company.

Gu Bin, dressed in a crisp suit, hurriedly walked into the spacious and bright office.

He put down his briefcase, hung his suit on the hanger, and was about to sit down when his peripheral vision suddenly glanced at the tall mahogany shelves beside him.

There is a golden horn-shaped trophy placed in the middle of the wooden frame, shining dazzlingly in the sunlight coming in from the window.

Gu Bin stepped forward to pick up the trophy, gently rubbed his fingers on one of the horns, and a smile appeared on the corner of his mouth.

As a senior fund manager, he has a deep fascination with the Golden Bull Award, which is known as the "Oscar" of the fund industry and represents the highest honor for fund managers.

Since he won the first Golden Bull Award in his life last year, he couldn't help but hold it in his hand and appreciate it carefully every day when he went to work.

When his fingers rubbed the golden horns, he was immersed in a mysterious and mysterious realm, and the desire deep in his heart instantly stirred up, giving him endless motivation and allowing him to devote himself to his work.

After all, this glittering trophy is the greatest recognition of his efforts besides money.

Fund managers are also divided into two types, Taurus fund managers and other fund managers.

The former's net worth has doubled, his annual salary is one million, he is surrounded by headhunters, and he has gained both fame and fortune.

The latter, on the other hand, is striving to become the former.

The awarding of the Golden Bull Award is extremely demanding, and fund managers who have won the Golden Bull Award multiple times in a row are all industry giants. They are existences that fund newbies look up to. If they just stomp their feet, the industry will be shaken and the industry will pay attention.

The sensational effect is no less than that of a trader’s family posting their wages on a pink book.

Since Gu Bin won the Golden Bull Award, he has become a popular star in the company and a gold medal fund manager. His career has been advancing by leaps and bounds, and he is just around the corner.

Of course, such an honor is well-deserved for his annualized return rate of 20%, which exceeds the industry average.

After a while, he reluctantly put down the Golden Bull trophy, came to his desk, turned on the computer, and started to work.

The Tianhong Select A Fund managed by Gu Bin is a hybrid stock-focused fund. Under his careful management, the returns have always been good.

So he immediately opened the stock market and browsed it carefully.

After watching it for a few minutes, his eyes widened in disbelief.

"Hey, it's actually the daily limit?"

"Kewei Semiconductor? I remember that this seemed to be a junk stock. For a long time, the mud could not support the wall. The stock price has been hovering around a dozen yuan, and it has never reached 20 yuan. It is straighter than a dead man's electrocardiogram."

"This time the price limit has reached 22 yuan. Could it be that it is taking advantage of the spring breeze of semiconductors to take off?" He couldn't help but speculate on the reason.

"That's not right. Semiconductors have been in the spotlight for four or five years. Even if it's a pig, it's already taking off. If it can't survive, it can only be said to be worse than a pig."

Gu Bin sneered and quickly denied his guess.

As a senior fund manager, he was keenly aware that there must be something fishy in this, and quickly dug out the company's information to take a look.

"I have the impression that this company has always been making low-end CMOS chips. When it was first launched, there was news that it was selected into the fruit supply chain. It was said that it would supply front-facing lenses. However, after the launch, for some reason nothing happened."

"Since then, the stock price has been falling to the bottom and has never turned around again. The boss has been focusing on selling low-end chips, and the shipment volume has increased, but the revenue is not good and the profit is even meager. In the past few years, he raised several rounds of financing. , it is said that they are going to build their own wafer factory, which is quite ambitious.”

"It's a pity that they say they want to enter the mid-range and high-end chips, but they have never won any heavyweight customers. According to insiders, there are almost no high-end orders, and the mid-range shipments are also pitifully small. The market is very unfavorable. This is clearly reflected in the stock price.”

"If there are no surprises, it's just a junk stock. One look at it and you think it's a waste of time."

"It can be regarded as an outlier among semiconductor technology startup stocks. It has been working hard, but there is no result. It can only be regarded as the bottom one, so retail investors are still dreaming of a big rise."

Gu Bin shook his head and started searching on the Internet again.

This time, he quickly got the answer he wanted, and his eyes suddenly burst into light.

"It's actually embraced Sanqing's lap. No wonder it's hitting the daily limit. It seems like it's about to take off."

"There will definitely be a big rise next, so you have to buy it immediately."

"Kewei's announcement said that it has passed the assessment of Sanqing and entered the core supplier list, and will reach a long-term strategic cooperation with Sanqing and grow together. This is very meaningful."

He stared at the computer screen, lost in thought.

After a full minute, he slapped his thigh suddenly and said, "No, I have to find an insider to find out the information."

As soon as he took out his mobile phone, the phone on the table rang.

"Hello, Mr. Chen, are you going to have a meeting soon? Okay, okay, I'll be there right away."

After hanging up the phone, he quickly stood up and jogged all the way to the conference room.

As soon as I sat down, I saw several figures rushing over.

Taking a closer look, my heart suddenly shook.

I saw the vice president in charge, the investment director, the research director, three senior fund managers, the director of the transaction management department, etc., all of whom were members of the company's investment committee, and they all came neatly.

The investment decision-making committee does not meet very often and only appears when it decides on some important matters of the company.

For example, the progress of fund building positions, the investment limit of a single product, the fund asset allocation ratio, etc. At this time, they often give guiding opinions, which are then implemented by each fund manager.

If fund managers are the main team responsible for tackling tough problems on the front line, then they are the headquarters.

They are the ones who are strategizing and winning from thousands of miles away.

A few minutes later, Chen Ming, the general manager of the company, came to the conference room.

He is over forty years old, has thick ears, regular facial features, a neat crew cut, black-rimmed glasses, a straight suit, and no wrinkles on his body. He looks energetic.

Gu Bin instantly cast a look of admiration and admiration.

Mr. Chen is recognized as a top expert in the industry. He is different from the folk gods who are widely sought after by netizens. He is an industry benchmark and a god worshiped by many investors. He is known as the "fund manager ceiling".

He has been in business for many years and has a brilliant record. He owns many fund products with an average annualized return of more than 20%.

The most famous Guangming No. 4 has earned nearly 458% in eight years, which is a legend in the industry.

Even in the big bear market that year, many fund managers were caught off guard, and their income suddenly turned bleak green. However, Guangming No. 4 still maintained a positive income of 50% under his magical operation.

With his outstanding performance, he was promoted from a fund manager to a general manager. He is the well-deserved soul of the company.

He has also been Gu Bin's idol since he started working in the industry. He has always felt that it is his honor to work under such a great master and he has benefited a lot.

"Ahem, I'm calling everyone here this time to announce an important matter."

Chen Ming coughed twice, interrupting Gu Bin's meditation and announcing the official start of the meeting.

"Today's theme is only one, and that is -"

Chen Ming turned around, picked up a marker, and wrote the two big red characters "Kewei" on the whiteboard.

Gu Bin's body trembled, and he was surprised and happy. Sure enough, Mr. Qiang, Mr. Chen, also paid attention to this junk stock with abnormal performance.

"I believe that when you were in the office in the morning, you should have noticed that Kewei was on today's daily limit board."

"Why would such a junk stock, which has been on the market for five years and failed to recover, stayed at a price of more than a dozen yuan for a long time, and never reached 20 yuan, suddenly hit the limit?"

"The reason is simple. Just these five words."

Chen Ming spread his ink again and wrote five big words on the whiteboard.

"Sanqing Supplier"

Five characters occupy most of the whiteboard. The bright red strokes and thick ink are shocking to people.

"With these five words, a low-end junk stock like Kewei can turn around and completely stir up the muddy waters of the stock market."

"So, that's the purpose of my emergency meeting today."

He knocked on the whiteboard, making a crisp sound.

"This company has begun to bottom out and will soar all the way to become a bull stock."

"The company will buy as much of Kewei's stock as it can and hold it for the long term."

Having said this, Chen Ming looked around at the expressions on everyone's faces and suddenly smiled.

"Haha, don't you think so? Do you think I'm making a fuss out of a molehill?"

"It's okay. If you have any ideas, you can just say them."

"Gu Bin, you are the youngest and the most junior, what do you think of Kewei's stock?"

Gu Bin swallowed his saliva and said nervously: "Mr. Chen, I, I am also optimistic about Kewei. I expect it to rise to 150, or even 10 times. It is not impossible to exceed 200."

Chen Ming smiled slightly, without comment, and then named another name.

"Wu Ce, you are the investment director and your views should be more professional. Can you tell me?"

The investment director pondered and said: "To be honest, I am also optimistic about Kewei, but not that optimistic about it."

"If you want me to buy heavily and hold it for a long time, I need more convincing data."

"The news disclosed so far says that it has become a supplier of Sanqing and has reached a long-term cooperation, but this is not unusual. Sanqing has many suppliers and even several foundries, but their stock prices are just like that. , does not show any characteristics of big bull stocks.”

"Of course, if it is the stock of Sanqing Group or any of its subsidiaries, then I will definitely agree with your opinion and buy it immediately with a full position. I will never sell it in this life."

These words seemed to express the thoughts of everyone present. Others smiled knowingly and nodded in agreement.

"I agree with Gu Bin, the increase should be about 10 times."

"Yes, Sanqing has many suppliers. Although it can increase a company's stock price, it will not be too exaggerated."

"At the beginning, Kewei didn't take off in the semiconductor industry. Now that it's halfway through, I guess the room for growth is limited."

"The ceiling for low-end CMOS chips is there. No matter how well it does, it still has Sony and Samsung hanging on its head. If it is not the industry leader, I don't see the possibility of it becoming a big bull stock."

Everyone started talking, and some of them disagreed with the meaning revealed in their words.

They are optimistic about Sanqing, but not so optimistic about Kewei.

I feel that the identity of Sanqing's supplier can boost the stock price, but that's about it.

"Haha, you should be more conservative." Chen Ming smiled.

"We are too stupid to understand Mr. Chen's wisdom. Please explain it. We are all ears."

The vice president in charge, who was in his fifties and had some gray hair, spoke on behalf of everyone.

"Okay, let me explain it to everyone." Chen Ming crossed his arms and asked.

"I wonder how well everyone knows the Sanqing Group?"

"I know this," Gu Bin raised his hand and spoke eloquently: "Sanqing is the leading pharmaceutical company in China and deserves to be number one. It is also among the top five in the global pharmaceutical industry. Although they do not release financial reports every year, they There will still be a briefing sent out internally and it will not be difficult to get the information.”

"Sanqing has extremely strong R&D capabilities. It launches a number of best-selling new drugs every year and has a number of flagship drugs. Even foreign pharmaceutical giants cannot compete with it. It is not an exaggeration to say that it is the most powerful technology company in China."

“In the past two years, Sanqing has begun to enter the field of medical devices. Although the development of this area is not as big as the pharmaceutical market, it is still remarkable. Several products are very distinctive and have achieved a 90% monopoly share in the market segment. "

"The pharmaceutical and equipment industries are also famous for their huge profits. Even though Sanqing is not famous for its high prices in China, it is still very popular overseas and has huge potential."

"It can be said that this is a company that investors dream of. If it can be listed, the shares will definitely be snapped up. It is estimated that state-owned assets will divide more than half, and we will not be able to grab much. Moreover, it is definitely a scarce share and is worth holding for the long term. "

"However, I think the most worthy investment is its boss, Wei Kang. This person has outstanding abilities. He can be said to be the Chinese version of Mabuse. Not only does he have strong scientific research capabilities, but his business capabilities are also top-notch. In just five or six years, he will be Sanqing has grown from a small pharmaceutical company to such a giant, and people like this are the favorites of investors."

"It's a pity that Sanqing hasn't set up an investment department yet. Otherwise, my fund will definitely follow Mr. Wei's footsteps. Whatever he invests in, I will immediately follow him and I will definitely make a profit without losing anything."

"Bah, bang, bang!" Chen Ming clapped his hands suddenly: "You're absolutely right."

"Now that you have said that if Wei Kang invests, you will definitely join the investment, then my decision is obvious."

"Kewei Semiconductor is the company he invested heavily in. It's a rare opportunity to follow in the investment. Will you give up?"

Gu Bin was speechless for a moment, then hesitantly asked: "Sanqing really thinks so highly of Kewei?"

"Of course, do you know that Sanqing has entered the field of endoscopy? It released a capsule endoscope at the medical expo, which made a sensation and became very popular."

"The most important core technology of endoscopes is the CMOS chip. Sanqing obviously has ideas for medical imaging, so they will strive to be the first in the industry."

"I think this President Wei is not someone who likes to be inferior to others. Haha." Chen Ming couldn't help but laugh.

"Mr. Chen, what you said makes sense. I have decided to raise my expectations for Kewei to 20 times." Wu Ce nodded in agreement.

"Wu Ce, you haven't figured out the situation yet. Tianhong is not the only one in the investment circle. There are also a large number of fund companies holding hundreds of millions and billions of money. When they see companies with potential, they want to pounce on them. Wipe it clean."

Chen Ming's face finally turned serious: "Sanqing's suppliers didn't seem so important before because the core technology was in Sanqing's own hands, and these suppliers were all replaceable."

"But this time is different. CMOS chips are the core technology of the semiconductor industry. Without accumulation in a short period of time, nothing can be achieved. In addition to medical care, aerospace, scientific research, industry, mobile phones, automobiles, surveillance, and many other industries They are all needed and the prospects are bright.”

"Sanqing can't find a satisfactory domestic supplier at present, but it is worried about being blocked by the same enemies as the Sakura Kingdom, so it is necessary to support a company of its own. This is the true meaning of a core supplier. Do you understand?"

Everyone nodded involuntarily.

"Also, everyone knows that Sanqing's annual revenue is as high as 50 to 60 billion U.S. dollars, with a net profit margin of at least over 20%. There is no news about such a magical company going public, and it may never go public."

Chen Ming continued: "However, the less Sanqing is listed, the more investors want it."

"Sanqing is like the goddess you dream of, always far away, so alluring, yet so out of reach."

“Every time investors see news about Sanqing and see how wealthy it is, their desire to share the fruits of its success reaches new heights.”

"But the goddess always refuses to come close to me, so what should I do?"

"We can only do everything possible to pursue the people around the goddess, adopt a roundabout way, and indirectly share the fruits of Sanqing's success. Only in this way can we satisfy our inner desires and suppress the urge to move."

"As the saying goes, those who are favored are always confident, and those who are not favored are always in turmoil. That's probably it."

"As Sanqing's core supplier and long-term strategic partner, Kewei is bound to become Sanqing's substitute, attracting a large number of investors to be crazy about it."

"As long as the boss is not an idiot and has a little ability, he can take off with Sanqing's golden thigh this time."

"How's it going? Do you agree with me now?"

Everyone immediately praised him: "I agree. As expected of Mr. Chen, he is always so bright-eyed and far-sighted."

"So, Mr. Chen, how many times do you think Kewei will eventually increase?"

Wu Ce asked still somewhat reluctantly.

Chen Ming raised the corners of his mouth and slowly raised two fingers.

"200 times, on CMOS chips, I believe that Kewei will become China's Sony within ten years."

"What?" Everyone was shocked and exclaimed: "Mr. Chen, why are you so confident in Kewei?"

Chen Ming smiled lightly, his expression full of the confidence of a strong man.

"I don't have confidence in Kewei, I have confidence in Sanqing."

Woohoo, sorry, the word count is a bit too long, so I’m late, but this chapter is 6,500 words, so it’s a big chapter. . .

There are a lot of sheep around recently, and I feel like I’m shivering at work. Everyone should pay attention to their health and take precautions.

(End of chapter)