Chapter 603 [Sense of Crisis, Plan Ahead]

The next day, Wednesday, August 1.

Quantum Beat's "Three Musketeers" resumed trading today in the market, and the three shell companies have officially changed their names today.

As soon as the results of the call auction came out, Youkefang opened +1485.58%, Makerfang opened 1399.82%, and Kyushu opened +1526.85%, which was basically similar to market expectations.

The resumption of trading is a 14-fold or 15-fold increase, and the ambush is to get rich in situ.

The Sky Rider looked at the tickets of the galaxies, his eyes were red beyond recognition, and his lungs were about to explode before dawn.

As of the close, Ukefang closed up +1823.22%, with an after-hours market value of 62.8 billion yuan; Makerfang closed up +1889.75%, with an after-hours market value of 45.8 billion yuan; Kyushu Bank closed up +1954.39%, with an after-hours market value of 58.9 billion yuan.

This year's A-share market is full of bearish spirit, but what shocks shareholders is that the stocks that rose the most in 2012, the top ten bull stocks of the year, have been dominated by the listed subsidiaries of the galaxy.

The first place on the list of gainers in the past few years is Yixing Video, followed by Kunpeng Technology, Kyushu Blue Arrow, Yixing Media, Kyushu Xing, Maker Fang, Youkefang and ATL Technology.

Eight of the top 10 bull stocks are listed subsidiaries of the galaxy, and even ATL Technology is ten times faster.

Even Ruihe Pharmaceutical has tripled this year, and Weibo, the earliest listed Weibo, has been at a price of 145 yuan to 165 yuan for a long time, and now it has broken through a record high, and the stock price has doubled at 300 yuan.

For investors in the A-share market this year, those who hold Galaxy's stocks and those who hold other stocks are two diametrically opposed feelings.

Shareholders who hold Galaxy stocks are so happy that they can't feel the breath of the bear market at all, and they feel like they are dreaming back to the big bull market in 2007, and the stocks they hold are continuing to rise and their earnings are rising.

In particular, the shareholders of the backdoor company who ambushed the Blue Arrow in Kyushu have experienced the sense of getting rich in the lottery, and some of the shareholders who originally lost money as dogs were lucky to ambush these tickets, and directly returned all the losses since entering the market, not to mention, and even made extra profits.

But those shareholders who have stepped into the short, and those who have bought the shares of non-listed subsidiaries of the galaxy, only feel that the big A is hopeless and must be pushed to start over, the stocks in their hands are chattering, and value investment has become a joke.

Especially this year's roller coaster market, the strong rise in January and February made everyone full of expectations, the plunge in March caught people off guard, and the strong rebound in April made people feel that this is a wash, and in May it will officially force the upward rush, with a target of 3,000 points.

As a result, it dived down by 2,000 points, and directly walked out of the unilateral killing and falling for three full months, and the accounts of shareholders lost money.

Especially seeing the trend of the galaxy next door skyrocketing, the greater damage is contrasted, everyone plummets and loses blood and feels a little better, but there is a place in the market where you can make money, and that feeling is even worse than losing money.

……

In the afternoon, Tranquility Villa.

Fang Hong took a document and browsed it, this is the data information collected by Apple's offline stores in July that Tian Jiayi just brought back.

"Ha, this passenger flow, it's really useless to give the opportunity......" Fang Hong couldn't help but shake his head.

The data shows that in Apple's offline stores in July, when the supply of Xingyu Technology plummeted by 75%, Apple's customer traffic increased by only 15% compared with last month.

This data shows that consumer users would rather wait for the production capacity of Xingyu Technology to come up, and buy S3 mobile phones later than buy Apple's products.

The local tyrants who are not bad for money are willing to buy S3 at a high price, and the second-hand market in July has been speculated to sky-high prices, which is the most intuitive performance.

Tian Jiayi, who was sitting on the side, looked at Fang Hong and said thoughtfully: "Is it possible that Apple's new products have not been released yet?" After all, the new product launch conference is in autumn September, Xingyu Technology's products are new flagship products after all, iPhone4S can't beat it is normal, it should be more objective to benchmark iPhone5. ”

Hearing this, Fang Hong closed the material and shook his head and said: "It's difficult, Apple's iPhone5 is also difficult to compete with the S3 mobile phone." ”

Others don't know, but Fang Hong knows the configuration of the Apple 5.

At this stage in 2012, the S3 mobile phone is currently the most innovative and best-performing smart phone in the world, whether it is the appearance of industrial design, S620 mobile processor or under-screen fingerprint recognition technology, etc., S3 mobile phone is far ahead.

In particular, the S620 mobile processor jointly developed and launched with Qualcomm is currently the best mobile processor in the world's smartphones.

Judging from the feedback data of the market, it is a high probability event that Apple will face "Waterloo" when it enters the Greater China market this year, even if Xingyu Technology intends to control production capacity.

The company can control the production capacity and shipments, but it cannot control the choice of consumers, unless consumers carry out "self-harming" operations on their own brands, but this is absolutely impossible, and now it is difficult to establish the brand.

It has to be said that in the past two years, Qin Feng has been very successful in building the brand of Xingyu Technology's STAR series, and has now become the most representative high-end brand in the smartphone in the eyes of consumers.

In particular, last month's speculation of scalpers brought intangible value to the brand.

As soon as Apple's autumn conference comes out, if the iPhone5 is completely exploded, then the brand of Xingyu Technology's STAR series will jump to the first position in the minds of consumers in the domestic market, and it will give consumers an impression that Xingyu Technology is the best in the world in the smartphone.

……

Two hours later, Fang Hong came to the headquarters of Xingyu Technology.

"This ......"

Qin Feng looked at the customer flow data of Apple's offline stores in the mainland in July, and was dumbfounded for a while, and the development of things still failed to go completely according to the expected plan.

Fang Hong said with a smile: "Apple has finally entered the Greater China market this year with great effort, if it encounters a fiasco, it is estimated that the next move to sprinkle lime powder will be brewing, just admit defeat, I don't believe it." ”

Qin Feng lowered his head and was silent, and after a moment of silence, he looked up at Fang Hong and said, "I will send someone to find Qualcomm to increase the production capacity of S680, and S620 will also be added." ”

Regarding what Fang Hong just said, Qin Feng knew what he wanted to express, the big boss predicted that the cooperation between Xingyu Technology and Qualcomm might be blocked, and this time he specially came over to talk about this matter, obviously to ask Xingyu Technology to take precautions.

It is worth mentioning that S680 is the second generation of S-series mobile processors jointly developed by Xingyu Technology and Qualcomm, using the most advanced 20nm process in the global semiconductor industry, and 20nm is also the extremely limited process that can be advanced at present.

In 2011 last year, the semiconductor process was advancing rapidly, from 32nm in 2010 to 28nm and 22nm within a year.

……

(End of chapter)