An announcement officially unveiled the inside story of BOE's suspension: Han Hao will jointly invest in BOE in the name of a personal investment fund and the Jiangzhou Municipal Government Investment Platform, and the two sides decided to invest 25 billion yuan to build an 8.5 generation LCD LCD panel production line in Jiangzhou.

The project is equipped with televisions, computers and car displays, with an annual output of up to 30 million pieces, an estimated sales amount of more than 20 billion, and nearly 10,000 jobs.

Among them, Han Hao will obtain 10% of BOE's shares by means of equity swap and cash shareholding, becoming the second largest shareholder of the company. BOE has also reached a strategic cooperation agreement with Zhonghua Group, and the two sides will carry out deep binding cooperation in the hardware field.

According to further announced details, Han Hao paid 3 billion yuan of real gold and silver, and also used a small number of shares of the company in his hand to swap with BOE, with a total amount of about 4.5 billion yuan.

The Jiangzhou Municipal Government Investment Platform actually invested 1 billion yuan, and obtained a 3% stake in BOE at a discount on the land.

In addition, the amount of 8.5 generation production line invested by 25 billion yuan will be raised by Han Hao and the Jiangzhou Municipal Government as investors.

There is also an undisclosed agreement, that is, when BOE's AMOLED technology matures, under the same conditions, the two parties may give priority to investing in the latest AMOLED production line in Jiangzhou. At that time, this will be a huge investment of tens of billions.

Jiangzhou 8.5 generation LCD LCD panel production line is expected to be put into trial production after 15 months, and the saturation production target will be reached in 22 months.

It stands to reason that the huge private placement is a dilution of equity in the hands of minority shareholders, which is not good news. Especially for BOE, a gold-swallowing beast, I only see the money in the entrance but not the money out, and I can't see a bright future with huge financing again.

But as soon as the market was resumed, the stock immediately rose to the limit, indicating that the shareholders said they didn't want it but their bodies were very honest. The companies endorsed by Han's richest man seem to have never been disappointed, and this wave of conceptual hype alone is enough.

Whether it's blind trust or with the help of hype, the stock is up and down anyway.

In order to promote the Hongmeng system, Han Hao had to enter the TV industry. To enter the TV industry, it has to develop upstream to control the core components of the display.

Choose BOE as the goal,Because the other party is the largest display manufacturer in China,Although it has lost money all the way, it at least has a lot of technical accumulation。

As a technical controller, Han Hao has always admired enterprises with core technologies.

When Han Hao found BOE to discuss cooperation, the two sides almost hit it off.

The display screen is an extremely money-burning industry, and BOE cannot launch a new generation of production lines on its own. After years of losing money, the stock price continues to be depressed, and it is urgent to find a new partner to share the pressure.

Different from the automobile industry, the information industry has always had a tradition of counter-cyclical investment, especially in the low tide period of the industry, the more it is necessary to buy the bottom and expand production capacity investment, so as to sweep other competitors out of the house, and harvest the market with a monopoly position when the next wave of market recovery.

Samsung Semiconductor's rapid rise in a short period of time is guided by countercyclical investment theory. Now the Chinese have also begun to learn from each other and emerge in the electronic information industry.

The financial resources and reputation of the richest man in South Korea are what BOE urgently needs, and coupled with Zhonghua Group, a large consumer end, the upstream and downstream industrial chains can be seamlessly connected. Especially when it was learned that Gree Electric would enter the TV industry, BOE had one more large customer with stable demand.

What's more, Han Hao also pulled the Jiangzhou Municipal Government to invest together, such a strong political and business resource, BOE will naturally not miss it.

There is another reason that cannot be said clearly, that is, if he rejects Han's richest man, then he will look for Huaxing Optoelectronics, Tianma Microelectronics, which is closely followed by the domestic screen industry, and Tianma Microelectronics, which is very likely to pose a great threat to BOE's leading position in the industry.

No one can ignore the influence of the richest man in Han, and if the boss refuses, he will vote for the second to subvert the industry pattern, which is where the power of capital lies.

Although the Jiangzhou government has identified the Internet and automobiles as pillar industries, with the rise of the new economic wave, it naturally does not want to rest on its laurels and continue to look for the next pillar industry.

This time, Han Hao took the lead in investing in the display production line, with high input and high output and high technology, such a "three high" requirements are very suitable for the appetite of the Jiangzhou Municipal Government.

Especially with Han Hao's endorsement and commitment to digest production capacity, the investment in the production line is basically a profitable business.

Otherwise, other local governments will not actively launch a new generation of display production lines, which is a very cost-effective investment for local tax revenue, employment and GDP.

As a result, the Jiangzhou municipal government quickly agreed to jump into the game and join the game.

Originally, the Anhuai Provincial Government contacted BOE in advance, and the two sides talked about it. Unexpectedly, Han Hao was inserted into it, and watched the 8.5 generation production line settle in Zhehai Province.

It is important to know that China's fiscal policy is a transfer payment system, that is, the so-called nine coastal provinces and cities bear the national tax responsibility, and the rest of the provinces receive financial funds allocated by the central government through transfer payments to develop the local economy.

Zhehai Province is a large taxpayer, while Anhuai Province is a large province of transfer payment, and it is clear which economic strength is stronger and which is weak. If Jiangzhou participates in the competition, it is indeed an unstoppable role, and it is more important to form an industrial supporting facility on the spot.

The 17.5 billion yuan construction fund raised by Han Hao and the Jiangzhou government will soon be in place, and you must know that the annual import substitution of 50 billion US dollars for LCD screens, a total of 300 billion yuan in the market, is enough for domestic production lines to get a piece of the pie.

A wave of unevenness has risen again and again,The discussion heat caused by BOE has not gone down,The news of Gree Electric's high-profile announcement to enter the color TV industry has once again attracted everyone's attention。

You must know that Gree is the undoubted boss in the air conditioning industry,But the cross-border entry into the color TV industry is too big a step,I'm afraid of splitting and breaking my waist。

"Gree has always focused on mastering core technology,This time we have entered the color TV industry, and we never fight unprepared battles。

In Gree color TV, we have a unique core technology, that is, HiSilicon Technology provides a completely domestic and independent decoding chip, and it will also be equipped with the Hongmeng system for the first time to create an intelligent TV. ”

As soon as Dong Qizhen came out, he posted the hole cards of Gree color TV, these are indeed the existence that other domestic brands cannot have.

It is through Han Hao's relationship,Gree color TV exclusively got the solution of HiSilicon TV chip,Its cost is cheaper than the current color TV company purchasing similar products50%,And TV performance is enhanced200%,No wonder Dong Qizhen is not afraid to compare with other domestic brands。

Coupled with the addition of the first Hongmeng system, it does give Gree TV a unique selling point.

On the screen, there is no way, so I have to purchase LCD screens from Taiwanese companies to keep in line with other domestic brands. The display screen, which occupies nearly 60% of the entire TV cost, can only be reduced significantly after BOE's new production line is put into production.

When Gree announced its entry into the TV industry, many people understood why Han's richest man wanted to take a stake in BOE, it turned out that this was to open up the one-stop service of the industry.

And Gree TV, in order to implement Han Hao's policy of promoting the Hongmeng system in volume,Adopt the means of low-cost market promotion,32Inch smart color TV in one fell swoop1999The ultra-low price of yuan,Then the entire color TV industry was detonated。

You must know that an international brand like Sony32Inch smart product line is still above 3500 yuan, while domestic brand smart TVs are hovering around 2400 yuan, and now Gree has directly lowered the price to 1999 yuan, which really broke through the bottom price of the industry.

Gree's move has directly lowered the Internet smart TV to the ordinary threshold, accelerating the transformation of China's TV industry from traditional TV to smart TV.

After evaluation and comparison,Gree TV relies on the super performance of HiSilicon chips,On the contrary, it is ahead of competitors in various indicators,It has become a new popular star in the color TV industry。

Relying on the dealer network all over the country, Gree color TV achieved a beautiful start of breaking 100,000 units in the first month, and became a mainstream color TV manufacturer.

What's more,Gree is promoting TV,It's already planning a big plan for smart home,In the future, all Gree electrical appliances can be interconnected through the Hongmeng system,And add intelligent functions,This is the pattern in Dong Qizhen's heart。

At this time,The CEO of the color TV company who was convened by Han Hao for a meeting to promote the Hongmeng system,I can't help but regret not agreeing to the request of the richest man,As a result, the wolf entered the room and directly came to an industry reshuffle。

Han Hao is basically satisfied with the first fire started by Gree color TV. However, it is still a big step away from the goal in his heart,He hopes that Gree color TV can become a catfish,Forcing domestic color manufacturers to collectively change。

The annual sales of color TVs in China are more than 50 million units, and they are basically traditional color TVs. And Han Hao hopes that 50 million color TVs can be turned into intelligent, especially most of them have become the carrier of the Hongmeng system.

Only when the Gree color TV equipped with HiSilicon chips and the HarmonyOS system hurts other brands, they will change their stance and embrace change.

As a unique core weapon, Han Hao does not rule out opening it to other color manufacturers, and HiSilicon and HarmonyOS are an excellent combination, and the two parties have been compatible with each other since the underlying agreement.

As long as other manufacturers agree to adopt the HarmonyOS system, then HiSilicon chips will be available for purchase.

Because Han Hao wants the Hongmeng ecology, not the first in the color TV kingdom.

This is where Han Hao's pattern lies,Don't care about the gains and losses of one city and one pool like color TV,But focus on the key to the entire industry4.0——The success or failure of the Internet of Things operating system。

Think about it, watching TV at home is used to the HarmonyOS system, and car travel is also the same system, and Huawei will get twice the result with half the effort when promoting HarmonyOS on mobile phones in the future.

Consumption habits are something that is difficult to change, as long as the first mover succeeds, the latecomers have no hope of entering.

Once hundreds of millions of electrical appliances, mobile phones and cars adopt the Hongmeng system, then a moat belonging to the Chinese's own intellectual property will be built to defend against any threat from the outside world.

Of course, the premise is that the HarmonyOS system is good enough to withstand such a heavy pressure.