CLP Panda-a LCD Panel Industries pahnih lei chungchangah hian a tawpah September 23 khan khawvela LCD panel lian ber Boe chu lei duh ber a ni tih puan a ni a, a vaiin yuan tluklehdingawn 12.1 zet a invest a ni.
September 23 tlai khan Boe chuan Nanjing CEC Panda Flat Panel Display Technology Co., Ltd. ("Nanjing G8.5 Company" tia vuah tur), Nanjing CEC Panda Flat Panel Display Technology Co., a share 80.831% lei nan yuan tluklehdingawn 5.591 aia tlem lo hman an tum thu an puang a, Chengdu-a 51% aia tlem lo pawh hman an tum bawk (, 51% a neih theih nan, 51% cec Panddu, creche, creche ceche, COC. g8.6 company") chu RMB tluklehdingawn 6.526 a ni.
Hemi hma hian industry hrang hrangte chuan Ding Technology pawh telin, Korean panel company-te chuan LCD production capacity aṭanga an inhnuhdawh zauh zauh a, BOE emaw TCL huaxing chauhin CLP panda production line-ah hnehna an chang thei tih an zirchiang a ni. Chuti a nih chuan engvangin nge TCL huaxing ai chuan ultimate buyer Boe hi a nih?
Ding technology chuan a hmain CEC Panda 8.5 leh 8.6-a LCD production line pahnih lei chu Boe tan chuan a hlu hle tih an lo zirchiang tawh a ni. Entirnan, CEC Panda-a Igzo leh VA technology hian Boe-a IPS technology a tichak thei a, hei hi Boe tan a hlawkpui hle. Boe hian a customer scale a tizau a, customer-te mamawh hrang hrangte a phuhruk a, chutih rual chuan OLED panel lian tak tak-size field-ah layout tha zawk leh rang zawk a nei a, mahse, panel industry-a cyclical adjustment hun laiah a la awm a, Boe-a thil siam chhuah theihna leh share kimchang tak chu industry-ah a awm hmasa ber a, chu chu thil awmdan a ni a, CLP Panda 8.5-a siam tur chuan momentum chu 8.5.5. a tling tawk lo.
Hei bakah hian kum 2019 tawp lamah BOE hruaitute pawhin vantlang hriatah BOE chuan LCD production line-a investment an tihtawp tur thu leh OLED leh Mini LED leh micro LED field thar chhuakte an ngaih pawimawh zawk tur thu an sawi bawk. Hei hian nail technology pawh Boe hian awlsam takin a la dawn lo tih a ring bawk. CLP Panda siamchhuahna line a ni. BOE nen khaikhin chuan TCL China Star, catching up state-a awm chu a chunga kan sawi tak production line lei tur hian motivation chak zawk a nei niin a lang. IT market tihzauh emaw, NB market emaw, TV market emaw ngaihtuah a nih emaw, Large-size OLED panels hmasawnna leh industry-a innghahna ti chak tura ngaihtuah a nih pawhin, TCL huaxing hian CLP panda-a hnehna chang turin motivation a nei tam zawk niin a lang.
Chu bakah, BOE executive-te’n LCD production line-a investment an tih chhunzawm zel tawh loh nan an thuchhuah nen khaikhin chuan TCL huaxing executive-te chuan merger leh acquisition-a investment siam an ngaihtuah fo ang a, hei hian hmasawnna lian zawk a neih theih nan, hei hian nail technology chu a hnuhnung zawk hian CLP PANDA production line a la dawn tih a beisei sang hle bawk. Chuti a nih chuan, engvangin nge CLP Panda-a LCD production line pahnih chu a tawpah Boe-ah a tlak? A chhan hrang hrang a awm thei:
Pakhatnaah chuan kumin kum tir lam atang khan TCL huaxing chuan counter-cyclical merger leh acquisition leh investment te a nei fo a, sum maktaduai sawm chuang zet a hmang chhunzawm zel a, spare capacity tling lo a neih a hlau a, operational risk a thlen bawk ang tih a hlau hle. June thla khan TCL Technology chuan joled-ah investment maktaduai 2 zet an invest tur thu an puang a; July 15 khan TCL chuan Zhonghuan Group 100% chu hlawhtling takin a lei a, vaibelchhe 11 vel zet a lei a; August thla khan TCL Technology chuan Suzhou panel factory-a Samsung 60% equity lei nan US dollar tluklehdingawn 1.08 (yuan tluklehdingawn 7.622 vel) an hmang dawn tih an puang.
Investment leh acquisition thla 8 chauh a awm dawn niin an chhut a, TCL technology hian yuan tluklehdingawn 24.8 vel a hmang a (miseded share leh convertible bonds hlutna te pawh a tel). CLP Panda production line-a i champion chhunzawm zel chuan yuan tluklehdingawn 10 chuang a sen a ngai dawn a, hei hi sum leh pai lama sound TCL huaxing tan chuan harsatna tlemte a ni lo mai thei. Chu bakah, Samsung-a Suzhou Panel Production Line lei a nih avang hian TCL Huaxing-a production capacity leh market share pawhin BOE a hnaih tawh a, mergers leh acquisition lian tak tak chhunzawm zel chuan management, operation, leh sales risk nasa tak a thlen dawn a ni.
Pahnihnaah chuan, BOE hian TCL huaxing ang bawkin counter-cyclical merger leh acquisition-te hlutna zawng zawng hian risk a hneh zawk tih a hmu a. Chutih rual chuan TCL huaxing-in ngun taka a rawn um mek dinhmun hnuaiah chuan CLP Panda-a production line pahnih-ah pawh hnehna changin, technological leh market-a a ṭhatnate pawh a ti nghet thei dawn a ni. He thu puan a nih hian Boe chuan Nanjing G8.5 leh Chengdu G8.6 production line-te equity ṭhenkhat lei chu Boe-in semiconductor display field-a khawvel pum huapa hmahruaitu nih a tumna nen a inmil thu a sawi bawk a, company-in market, technology, leh operation-a a theihna leh a tawnhriat zawng zawngah full play a pe thei tih a sawi bawk. A thatna, chemical industry tlahniam chu hmasawnna hun remchang a ni a, company technical reserve a ti famkim a, production leh manufacturing theihna a tichak a, product portfolio a ti hausa a, customer te thawhhona a tichak a, high-end product market a tizau a, industry hmahruaitu dinhmun a ti nghet zel bawk.
Pathumnaah chuan CLP Panda hi state-owned asset background nei enterprise a ni a, a assets leh equity sales te pawh a fimkhur hle dawn a, Boe pawh hi state- asset hi shareholder lian tak a nih avangin a ni. An pahnih inkarah hian asset transaction kalpui a awlsam hle a, chu chu private capital-a assets hralhna nen khaikhin chuan a awlsam hle. Dominant company te hian risk an nei tlem zawk.
Sankei observer Major General Ding chuan Boe hian CLP Panda 8.5/8.6 production line pahnih a la a, hei hian technology patent portfolio hausa zawk a nei a, inelna neitute nen pawh a inhlat thei hle niin a ngai. Kumin kum tir atang khan TCL China Star leh Boe te chuan counter-scale -cyclical merger leh acquisition te an siam a. Powerhouse pahnih hian Global Panel industry structure chu accelerated adjustment a nih theih nan an thawk dun a ni. An pahnih zinga an share zawng zawng hi 50% aia tam a ni. Chinese company-te’n LCD panel an thunun hun lai a lo thleng ta. Dik tak chuan display technology leh industry thar chi hrang hrang pawh a lo thang chak hle tih kan hmu tur a ni. China display industry atan hian technology, production capacity, economy, leh sceneization te hi a tul vek a ni.
