Chapter 706 New Year's Vision, Kill MG

"Mr. Gao, have you made a specific assessment, and how much will the company's R&D and production be affected after adopting the limit plan?"

For the first time, Hu Yang lit a cigarette in the conference room, and even Xia Bing did not protest. Now, everyone's mood is about the same, and no one can care about such a trivial matter.

"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 in the process of being designed, which will extend the design cycle. In general, the impact on us in the short term will be significant. ”

Gao Mingkang then provided a set of data, and after the implementation of the limit plan, it is estimated that the company's revenue will fall by 29% and profit will fall 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 our charm semiconductor is also similar to that of Mingkang Communications. For example, products containing the company's components are prohibited from entering the North American market.

As a result, it is not only Charm Semiconductor that is affected, but also a large number of domestic companies such as Charm Electronics and Ark Computer. ”

North America's move this time can be described as far-reaching.

In the small sense, it will accelerate the decoupling of semiconductor technology between Huijia and North America, and in the big picture, it is likely to affect the economic cooperation between China and North America.

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

Now there are only two ways in front of everyone, either to break out of the encirclement and establish a completely own industrial chain. Or, Huijia will collapse and be slaughtered from now on.

"Ladies and gentlemen, the situation is clear now. In my opinion, all the enterprises in our Huijia system have begun to implement the extreme plan one after another.

While we try our best to consolidate the domestic market, we must actively explore the European market, the Southeast Asian market and other markets in the world, including the African market.

Again, I emphasize that there is no way out of surrender. The other party's purpose is not to co-opt us, but to completely defeat us. So, let's all take action, for our survival!"

After a long discussion, we basically reached a consensus.

Finally, Hu Yang announced that the entire Huijia system began to implement the extreme plan in turn, and fully decoupled from North America.

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

"Mr. Hu, we're in a ruin this time. Fortunately, none of our companies are listed in North America, otherwise it would be more troublesome. ”

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

"Those people in North America have no bottom line, and they will do everything to maintain their so-called lead. This day will come sooner or later. And this level, we will have to break through sooner or later!"

Hu Yang's eyes looked out the window, the sun was shining high, and his heart was also burning with infinite fighting spirit.

"Mr. Hu, you're right, this pass must be passed no matter what. Then I'll go back first, the company still has a lot of things. ”

Gao Mingkang smiled and got up to say 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 aisle.

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

Yu Hongbo said hello to 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 trend of Mingkang Communications today is very bad, and it fell by 11% in the first hour of trading. At present, the decline is trending further wide.

Looking at the market, there are obvious signs of concentrated selling of large funds, and I suspect that someone is taking advantage of the negative news to short the company's stock. ”

Yu Hongbo was not verbose, and directly told Hu Yang the news.

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

However, Hu Yang noticed Yu Hongbo's narrative that someone was shorting Mingkang Communications?

"Old Yu, you wait a minute.......

Hu Yang had a flash of inspiration in his mind, and he suddenly remembered something. This matter was very important, he didn't care about continuing to talk to Yu Hongbo, and immediately called Wu Xinhui over and asked her to contact Han Wen.

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

"Ah Wen, do you have an eyebrow about what I asked you to inquire about? Li Kailong brought out 50 billion Hong Kong dollars from HSBC, what is he going to do?"

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

Han Wen obviously didn't want to talk about it on the phone, and he was going to see Hu Yang and report again.

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

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

"Old Yu, you also know the situation of the company now. North America began to suppress us in all directions. This is big 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 listed companies under our Huijia system. Whatever happens, let me know as soon as possible. ”

Hu Yang suspects that the big money of shorting Mingkang Communications is Li Kailong's.

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

"Boss, I don't know the details yet, but Li Kailong didn't run away when he invested his funds in the securities market. I heard that Li Kailong is ready to short the stock of our Huijia system. Some people say it's Xintong International, and some people say it's Mingkang Communications...... In short, there is everything to say. ”

Xiangjiang is such a big place, and it is difficult to keep it completely secret. Han Wen also spent a lot of money this time, and finally learned some new information.

"That's right! Awen, Li Kailong has already made a move, and he is shorting Mingkang Communications. As for whether he will have new actions in the future, it is difficult to say. So you have to keep an eye on him, and report back to me in time if there is any news. ”

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

There is a way that the wall is down and everyone pushes it, and now North America has begun to suppress the Huijia system in all directions. Then the other party's shorting of Huijia's stocks is really twice the result with half the effort.

"Okay, boss, I got it. If I rush back to Xiangjiang now, I will definitely stare at Li Kailong. ”

Han Wen didn't dare to slack off, and he didn't even bother to eat lunch, so he hurriedly returned to Xiangjiang.

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

"Hey, Mr. Gao, aren't you leaving? Why are you back again? It just so happens that it's lunch time, let's talk while eating."

Assistant Wu, you ask the upstairs to send a few dishes down, and I'll 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's almost 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 hugely, it seems that someone is taking advantage of the fire to rob it. Originally, I was thinking of raising a lot of money in the securities market next month, but looking at the current situation, I am afraid that it will be difficult to achieve it. ”

Gao Mingkang sighed, a little sullen.

Hu Yang smiled casually: "Mr. Gao, such a big bad news, of course the stock price will have a big decline." The best response we can do now is to leave it alone and let it fall. ”

Stimulated by the sudden negative news, this wave of decline of Mingkang Communication has just begun. It's not right to do anything now, it's better to wait and see.

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

If I reduce R&D costs, the technological advantages that we have accumulated so hard will be lost. In this way, a vicious circle will be formed, and then the company will really be finished. ”

Why did Gao Mingkang return immediately after leaving? He realized this problem and couldn't help but break 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 start a new round of capital increase and share expansion.

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

Among the operating expenses of Mingkang Communications, R&D expenses account for the majority. At present, the company's R&D expenses have accounted for about 20% of the company's total revenue, which is impossible to find a second in China.

Such a huge R&D expenditure requires the support of the rapid development of the enterprise. But now that Mingkang Communications has been comprehensively suppressed in North America, revenue and profits will drop sharply, which is difficult to continue.

If the company's R&D expenses decline, it will inevitably affect the company's weak technological lead. This is an endless cycle, and it is also the effect that North American companies want to achieve.

For Populus, the only hedge is to raise capital. In this case, the source of funds can only be counted on by Huijia itself.

"What can I say? I'm too late to be happy. If you're willing to increase your investment, I don't care about a mere chip design company. ”

The chip design company is an asset that Gao Mingkang values very much. This company, carrying the hope of surpassing North American communication technology in an all-round way, will not easily bring in any more shareholders.

If he has to introduce new capital, Gao Mingkang still hopes to solve it within the Huijia department. Therefore, Hu Yang's statement made him feel a little more confident in his heart.

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

Now the domestic 4G layout is at a critical stage, and the bidding work of several major operators is being carried out one after another, and he does not dare to take it lightly.

Losing the North American market, losing North American parts and technical support, the domestic market is particularly important for Mingkang Communications.

It was the end of December, and it was snowing heavily in the north, but the temperature in the deep sea was still warm like spring.

For a period of time, the share price of Mingkang Communications has plunged to HK$33 per share, a huge decline.

Yu Hongbo has been tracking the trend of this stock, and at the same time, affected by it, the stock price of Xintong International and even Penguin Empire has fallen a lot.

On the contrary, the share price of Charm Semiconductor, which is listed in China, is relatively stable. So far, it has only fallen by 13% compared to its peak, which can be described as very solid.

"Mr. Hu, Charm Semiconductor has escaped a catastrophe. However, I wonder why our charm semiconductor is the best performer, after the stock price of Mingkang Communications has fallen so much, and even Xintong International has fallen by 25%?"

Yan Hanzhang has also been busy recently, and today he came to Hu Yang for something else, and mentioned the company's stock price by the way.

"Mr. Yan, you don't know, do you? There is still a big difference between the mainland securities market and the securities market in Xiangjiang. The biggest difference is the different valuations, as well as the 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 opinion, Charm Semiconductor has been under the suppression of North America for a long time, and it is the first company in the Huijia system to be stuck.

After several turbulences, capital markets have adapted to this change. Anyway, that's it, and I don't care about coming back to it again.

In addition, the localization of charm semiconductor has done a good job. Compared with the foundry mode of logic chips, storage chips basically follow the IDM model, that is, the mode of combining chip design and chip manufacturing.

At the same time, the design and manufacturing difficulty of storage chips is less than that of logic chips, and the applied process technology does not need to be so advanced.

Therefore, whether it is production equipment or materials, there are not many parts of the supply chain that are threatened by North America, and it is easier to find replacements.

"Mr. Hu, the 64-layer stacking technology developed by Charismatic Semiconductor has made a key breakthrough. In the flash memory area, we can completely compare with the S star, not to mention SK and MG.

However, we are slightly weaker in DRAM memory chips, but we can barely get to the top of the world. ”

Yan Hanzhang is very proud of the company's technological development.

Compared with the foundry model of Xintong International, Charm Semiconductor is more active in operation. Although the North American crackdown also had a great impact on the company, after a short period of volatility, the company's revenue and profits recovered quickly.

"So, Mr. Yan, you don't care about the stock price. I think it's still conceivable that Charm Semiconductor will work hard to squeeze MG out of the domestic market in the coming year. ”

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

To tell the truth, Charm Semiconductor's own technology has come out of a broad road.

n.