The next day, Tuesday, September 17.

The Cote d'Azur released a blockbuster announcement that aroused the attention of the market and the industry, I thought it was about the subcontinent market, but I didn't expect to mention it at all, as if the subcontinent market was insignificant for the Cote d'Azur.

This announcement directly started three times in a row.

The first announcement is to disclose the results of the whole industrial chain plan of domestic semiconductors, and in the content of the announcement, the details of the eight major start-up technology companies, such as Xinlu Semiconductor, Tuowei Technology, Reebok Technology, Nantian Microelectronics, Zhimin Technology, Hengsheng Technology, Cigna Technology and Zhongwei Technology, and last year's performance.

The Côte d'Azur has given a high level of praise directly, and it can be said that it is not hesitant to boast.

The Cote d'Azur directly said that the growth of these companies has officially opened a new process of all-round layout in the field of domestic semiconductor business.

When the outside world saw the scale, operating income and market share of these companies, they finally understood why they were so valued and highly valued by the Cote d'Azur.

This data is the first time that it has been publicly disclosed, and it has not been found in the market before.

The VC industry directly broke the thigh series, and such high-quality companies didn't even get on the car, and they all stared at companies such as Zhaoyi Innovation, Goodix, and Huachuang.

I have always thought that these semiconductor companies are domestic leaders, and the Cote d'Azur and Shengfeng Capital are also continuing to invest, and their development speed is indeed bright.

But compared to these unlisted companies disclosed by the Côte d'Azur today, there are still gaps, and the biggest gap lies in potential and future.

If Zhaoyi Innovation and other listed companies are the current leaders, then Zhongwei and Reebok are the leaders of the future, and they are the leading enterprises among the leaders, and the Cote d'Azur has been hand-picked, which is the most important conclusion.

They are all unicorn-level companies, and the lowest valuation of Cigna Technology has also reached 21.9 billion yuan (3.115 billion US dollars), while the valuation of Reebok Technology has reached 128 billion yuan (18.2 billion US dollars) of super unicorns, and the valuation of Tuowei Technology has also reached 10 billion US dollars of super unicorns.

It's no wonder that VCs don't break their legs, and the only thing that is better is that they benefit indirectly through Shengfeng Capital.

Many investment institutions choose to lie down and win, and direct investment in Shengfeng Capital is as stable as an old dog, but at the same time, it also loses the opportunity to obtain windfall profits while obtaining the guarantee of risk control, and if it invests directly in these companies, the future profits will be more than ten times or even dozens of times the rhythm.

The announcement disclosed by the Cote d'Azur company happened to be during the big A trading session, and less than half an hour after the news was disclosed, the semiconductor components sector plummeted directly.

Zhaoyi Innovation, Goertek, Unisplendour and other semiconductor listed companies directly fell to the limit, and the market was wailing.

The disclosure of eight major companies such as Reebok Technology directly caused these listed semiconductor companies to fall out of favor in an instant from the darlings of the market, triggering a panic and stampede flight in the market.

The stock prices of these semiconductor companies have increased several times, and the price-earnings ratio is even more ridiculously high, often more than 100 times, and some have reached 7 or 800 times.

It is no longer appropriate to use the price-earnings ratio to describe it, and perhaps it is more appropriate to use the "price-to-earnings ratio".

Such a high market value is really supported by the "dream story", relying on the investment of Luo Sheng's corporate institutions, everyone believes that the future of the domestic semiconductor industry will definitely produce results, it is just a matter of time, and the focus is on these industry leading companies, which are regarded by investors as the "eye" of the domestic semiconductor industry chain system under Luo Sheng's strategy.

It is precisely by relying on this dream story that has been told for so many years that has supported the market dream rate of Zhaoyi Innovation, a listed semiconductor company.

Now it is found that the well-recognized faucet of this Nima is actually a fake faucet? Is the Array Eye fake? The real faucet is not on the market yet?

Wdnmd！！

This stimulated, and after the Cote d'Azur disclosed the details of these unlisted companies, all the investors who invested heavily in the semiconductor sector were buried alive.

The second blockbuster announcement of the Cote d'Azur officially announced that Reebok Technology and other companies will land on the Science and Technology Innovation Board around this year's National Day, and the official website of the China Securities Regulatory Bureau has publicized the counseling filing documents of the eight major enterprises, and the eight major companies are receiving counseling from the counseling institutions, that is, the leading domestic brokerages.

The countdown to the listing has begun.

In addition, the announcement also disclosed that the eight potential semiconductor leaders hold more than 5% of the shares, and the shares of the Cote d'Azur or Shengfeng Capital are all above 34% without exception, and some have reached the level of 67% absolute control.

This information is the root of the establishment of the eight major companies are the real leading companies, such as Zhaoyi Innovation those semiconductor companies, although the Cote d'Azur or Shengfeng Capital are either the first or second largest shareholders, but the proportion of equity has not reached the 34% line, most of them are in the 20~30% range.

The 34 per cent percentage is extremely important, because simply crossing that line means having a veto.

Many people realized that they should have thought of it a long time ago, but now that they have reacted, it is an afterthought, and it is too late, so they can only continue to regret breaking their thighs.

These two announcements are the direct cause of today's leading enterprises in the semiconductor sector to enter the tide of falling limits, falling out of favor, the halo of the leader is not there, and the "market dream rate" of hundreds of times and hundreds of times is not supported by a good dream story.

If the story can't be told, it will directly become an accident.

The third major announcement of the Côte d'Azur is to officially announce the autumn new product launch conference on Saturday, September 28, with two new smart terminal products: Azure-5X, a 5G folding screen smartphone, and AzureBook, a full-screen notebook.

Fans are quite excited, the Côte d'Azur is finally about to release a new machine, it has been three years since the last time, and judging by the name revealed to be Azure-5X, it is clearly the "Pulais" version of the fifth-generation aircraft.

The domestic 5G commercial license has long been released, although other mobile phone manufacturers have said that they will release 5G mobile phones this year, but the specific date has not been determined, and the Cote d'Azur is quietly going to develop a conference directly.

Some fans were still a little disappointed, thinking that the sixth-generation aircraft was going to be released.

But this is also relatively speaking,A slight disappointment doesn't mean that fans don't look forward to it,Folding screen、5G These are all experiences that have not been available before,Especially the iron fans of the basic disk,No matter what, it's right to buy it。

Fans are willing to believe that the Criviera is holding back a big move by not releasing the latest generation of flagships this year.

If it is another manufacturer, the selling points of folding screen and 5G are the core selling points of the flagship machine, but the Cote d'Azur is listed in the fifth-generation machine, which makes people look forward to what black technology will subvert people's cognition will bring to the sixth-generation machine that has not yet been released.

To the surprise of the outside world, the Cote d'Azur will enter the PC market, you must know that since the era of mobile Internet, the PC market has been violently impacted, and the overall market share is decreasing year by year.

At present, the global computer shipments are only 780 million units a year, while the shipments of smartphones are on the order of one billion, which shows the gap between the two.

However, fans said that they liked to hear it, and some local tyrant fans even said that the more the merrier, it is not okay to buy the "whole family bucket" on the Cote d'Azur, and dare to buy and buy new products.

However, the day after the announcement was disclosed, another news was on the top of the hot search.

It was the CEO of Lianxiang Company who publicly warned the Cote d'Azur on his personal Weibo account on the same day when he saw that the Cote d'Azur announced that he was going to make a PC:

[The current computer is not easy to do, there is no ten-year industry foundation is not good, I advise some friends not to be overconfident, do what they can, Lianxiang has also tried to gain a foothold in the smartphone industry, but there is no industry foundation like the PC business and eventually failed out. 】

One blog post was not good, and then a second comment was posted on the Azure-5X folding screen concept phone on the Cote d'Azur, but it was not named but hinted.

[Many manufacturers are still making PPT products, and some folding screen mobile phones on the market are just concepts, and none of them exceed the products that Lianxiang wanted to release three years ago, and the price of mobile phones is also high, and you can buy several tablet computers]

In other words, the concept of folding screen is the rest of Lianxiang play.

Two Weibo posts were posted on the evening and became a hot topic early this morning.

Although Mr. Yang did not name the Cote d'Azur, the current Azure-5X folding screen design mobile phone to be released on the Cote d'Azur, and the price of Cote d'Azur products has always made the industry look up to and envy and hate.

Obviously, Yang is always angry that the Côte d'Azur's products are too expensive, and he is taunting the Cote d'Azur for releasing the products that Lianxiang wanted to release three years ago.

But just when Mr. Yang laughed at the Cote d'Azur, people on the Internet couldn't sit still, and left a message under his Weibo, directly turning on the online mode.

"Mr. Yang, you should focus on product research and development, instead of laughing at others here."

"You're too good at putting gold on your face, and Lianxiang is trying to gain a foothold in the red sea of smartphones by assembling a few accessories? Isn't it a matter of course to die? Immortality is intolerable, do you really think that the annual R&D investment of hundreds of billions of dollars on the Cote d'Azur is in vain? ”

"In this passage, Lianxiang seems to show great hostility and lack of confidence."

"As the world's No. 1 PC supplier, Mr. Yang seems to be very afraid that the Cote d'Azur will become his competitor and steal his cake, and because he is afraid, he shows great hostility."

"Upstairs, Lao Tie is also confident, and remove the word 'seemingly'... [doge.jpg]”

"Seriously, does Lianxiang still deserve to be a competitor on the Côte d'Azur? The opponent of the Cote d'Azur is Microsoft, Google, Intel, Qualcomm is the entire Silicon Valley technology giant, you really don't even deserve to be the opponent of the Cote d'Azur, friends, you are not worthy, Qiu Qiu don't show anymore. ”

"Not to mention, it's really not worthy, Lianxiang's net profit last year was 4 billion yuan, about 570 million US dollars, and the average sales of the Cote d'Azur exceeded 2.1 billion US dollars a day, which was three or four times the net profit of Lianxiang in a year."

"It's not worth saying otherwise, anyway, I admire Mr. Yang, if I want to change it, I definitely don't have this face to jump out and brush this wave of existence, which shows that Mr. Yang has great courage, admire and admire!"

"It's an old yin-yang man... [doge.jpg]”

……