Want to increase? Company's response: Subject to the announcement, TCL Technology has a daily limit, with a closing price of 8.46 yuan, a total market value of 1 187 billion yuan, and a turnover of 78110 million yuan throughout the day, ranking fifth in the two cities. After-hours data show that the special seats of Shenzhen Stock Connect bought 348 million yuan and sold 796 million yuan; Hot money Guotai Junan Shanghai Jiangsu Road Sales Department seats bought 6.5438+67 million yuan; The special seats of the two institutions sold a total of 309 million yuan.
There is a market voice, and the decline in TCL Technology's share price may be related to the fixed increase plan. The staff of the above company said that if it is true, the company will disclose it to the public, subject to the announcement.
A senior industry insider pointed out that if TCL technology's fixed increase is true, IT may further lay out its IT production capacity. As for buying directly or investing by yourself, it's hard to judge. ? If you buy IT, you should already be competing, because there are not many manufacturers with IT panel production capacity in China. ?
According to experts, the main IT panel suppliers in Chinese mainland include BOE, CLP Panda, TCL Huaxing, Hui Ke and Longteng Optoelectronics. Other products, such as Shen Tianma, also involve notebook LTPS products, but the current shipments are very small.
Under the influence of the epidemic, the two major IT applications, monitors and notebooks, have grown significantly. According to institutional analysis, the global monitor shipment is close to 65.438+0.4 billion units, up 8% year-on-year, and the shipment amount is up 65.438+0.3% year-on-year. The notebook market grew even stronger, with global notebook shipments of about 2,654,380+0.5 million units, up 27% year-on-year, and shipments increased 27% year-on-year. It is predicted that the global notebook market will continue to grow in 20021year, and the shipment volume will reach 2190,000 units, up by 1.8% year-on-year.
In the record of investor relations activities disclosed in1early October last year (165438+), TCL Technology stated that LCD is divided into two fields: TV and IT, with different industrial patterns. Among them, TV heads are highly concentrated, IT competition is scattered, and the industry needs full competition and reshuffle. At present, the production capacity of TCL Huaxing used in IT field has exceeded 10%. In the future, the company will gradually enhance the positive layout of the IT market through its core competitiveness in TV and mobile phones.
Li Dongsheng has made no secret of his dissatisfaction with the stock price. In order to match the market value, he made a lot of efforts, including increasing holdings and repurchasing. Since 20 18, the logic of A-shares has undergone fundamental changes, and the market has begun to recognize the logic of TCL technology. Therefore, in two years, TCL technology rose from the lowest 2.07 yuan/share to the highest 10.25 yuan/share, with an increase of 495%. For the sudden decline in stock prices, market rumors may be related to the fixed increase. TCL staff said that if the increase is confirmed, it will be disclosed to the market, subject to the announcement.
An industry insider said that if the increase is true, TCL may further lay out the IT panel, and whether it is an investment or a direct acquisition is unknown. In fact, the panel industry has been booming in the past two years, and the performance of BOE, which is equally famous with TCL, has also improved significantly. Overall, the competition is still fierce, but compared with 20 years ago, Panel duo? The right to speak is obviously different. TCL became famous very early.
TCL was listed in Hong Kong as early as 1999, and its market value once exceeded HK$ 20 billion. In 2003, Li Dongsheng basically won the Southeast Asian market. In order to win the European market, TCL spent 3,654,380,400 euros to acquire 67% of the shares of Thomson in France. Not only that, TCL merged Alcatel's mobile phone business in the same year. In 2004, the shipment of TCL color TV sets reached180,000 units, ranking first in the world? King of color TV? . The mobile phone business has also become the seventh in the world and the first in China. Soon after, TCL landed in the A-share market, and its market value exceeded 40 billion yuan after listing. In 2006, Li Dongsheng reluctantly shut down Thomson, forcing back more than 200 veterans of more than 10 subsidiaries in one breath. In 2008, TCL invested 20 billion yuan in LCD panel production. In 20 16, the sales volume of TCL color TV sets exceeded 20 million, ranking third in the world and first in China. In 20 18, China's color TV business began to shrink, and TCL had to start? Slimming? Plan. It was not until 2020 that TCL technology returned to the level of 20 15. In the long run, TCL has obvious room for growth. Although its share price has been hit to the limit recently, its management and fundamentals have not changed. Therefore, TCL's market should not end there, but in the short term, investors still need to pay attention to the pressure of continuous callback and invest reasonably.