Fujian and East Fujian reorganization "swallow" four plant institutions speculation QFII fuel

This reporter Chen Beijing report because the reorganization in the market rolled up waves of Fujian and Fujian, the company name has become a Hua Ying Technology Co., Ltd.　　Recent restructuring has not only made Fujian and eastern enterprises in the nature and the main direction of change, but also in the course of the crazy operation of the body surfaced, some analysts pointed out that the Fujian-Fujian style of speculation is very similar to the QFII capital style. Industrial vacuum Fujian and east Fujian alone in the early 2009 on the announcement of the reorganization of the plan of Fujian and Fujian, the happiness came later.　　Since the announcement of the reorganization plan, the Ministry of Commerce, Sasac, the NDRC, the CSRC and other regulatory authorities, the time difference gives the capital market unlimited imagination space. Reporter learned that there is a shares of the first authentic Taiwan-funded shares of Fujian and Fujian, after the reorganization of the injection of China's 4 production of liquid crystal display module of the company's main sales market are in the mainland, and the mainland market currently only Shenzhen Konka a company to produce LCD module, so many investors in the future of Fujian and Fujian to use "alone to defeat" To describe its potential market position. Shareholder optimism is not unreasonable, China's Taiwan region in the liquid crystal display module has the advantages of technology and scale, and production capacity of the world LCD module more than 50%, because the mainland LCD module industry is basically a blank,　　So there is the world's fifth-largest LCD panel and module manufacturers China map tube assets into Fujian and Fujian province by the market that the potential of unlimited. Days congenial analyst Ma pointed out that the asset restructuring injected assets, including Fujian Hua Xian, Shenzhen Hua Xian, Huaguan photoelectric and Chunghwa video 4 companies, mainly engaged in large size LCD module ("LCM") assembly business, is the Chunghwa large size LCD module production base. 4 LCM Company A total of 38 LCD module production lines, annual output of up to 45 million pieces.　　In the past 3 years, 4 LCM Company's liquid crystal module processing volume is basically stable, the market share remains above 7%. In addition, Ma also said that, in view of China's Taiwan LCD panel industry Competition pattern has undergone major changes, competitive pressure, Chunghwa as the third largest local LCD panel manufacturer, at the same time, with Datong, Elite, Ren bao three groups of customers, Chunghwa become a "key minority", the future of China is likely to be a large panel manufacturers mergers and acquisitions,　　Fujian and Fujian will also benefit indirectly. An analyst who declined to be named told reporters there is also an implicit benefit of Fujian and Fujian is the use of the Chinese video of the holding shareholder status, Fujian and east also hold the previous three years of loss and was suspended from the listing of St Xiamen, 27% of the shares, Xiamen China performance is good, if you can return the card, *　　St Xiamen to make money for the Fujian province to enjoy the benefits, or even direct reduction of cash.　　Agency speculation stock price constantly pulled up with authentic Taiwan-funded stocks, Hercynian concept, the concept of asset reorganization of Fujian and Fujian at ease in the two market performance is very bright eye. According to wind statistics, since the first trading day from January 4 to April 8, Fujian and eastern Fujian cumulative increase has reached 27.16%. The reporter browses Fujian and eastern Fujian 2009 's Three quarterly bulletin, among them still did not have the body figure, but in March 16 Fujian and Fujian province announcement revises the company chapterCheng and then released the top ten shareholders, the two funds in the Department of the shadow flashed among them.　　Among them, KA Real steady holding 2.9999 million shares, accounting for the total number of shares of 0.43%, the fine research selected shares 2.4999 million shares, accounting for 0.36% of the total number of shares. Review of the 2009 annual report of the two fund, we can find that the firm's robust annual report and the shareholders in the case of the same shareholding in the March 16, and the fine research selected at the end of Fujian and east Fujian for 1.9999 million shares, the fund in the cumulative increase in the warehouse 500,000 shares since this year. Xinhua preferred Growth Fund in 2009 reported that Fujian and Fujian for its fifth largest warehouse stocks, as of December 31, 2009, a total of 4.8577 million shares, and March 16 shareholders, Xinhua preferred growth stock into 4.458 million shares, Xinhua optimization Growth Fund in the year since the reduction of 400,000 shares.　　Fujian and Fujian December 31, 2009 Billboard situation, the same day with the number of institutions to buy the first list, buy more than 18 million yuan, combined with the day of the average price, buy shares in about 1 million shares. Since entering 2010, Fujian and Eastern Fujian have published 4 times Billboard data, only 1 times did not appear body figure.　　January 22 Agency-specific seats shipped 3.1 million yuan, March 17 special seats cargo 18.4 million yuan, another body to ship 18.67 million Yuan, April 2 4 institutions A total of cargo nearly 75 million yuan, another 3 institutions shipments nearly 44 million yuan. "I am a little puzzled by the recent trend of Fujian and eastern Fujian," said Li Shitong, an investment advisor at Bank of China's private banking department, in an interview with the Huaxia Times newspaper. Taiwan's LCD manufacturing level in the United States, Japan and South Korea, the industry competition is still very fierce, and the market for the restructuring of the success of the early expectations, why the recent speculation? Especially with so many agencies involved, unlike the fund style, let me think of three Ann photoelectric crazy hype when there are also some Taiwanese-funded concept, I guess there may be peripheral funds via QFII killed into Fujian and east of the speculation, QFII customers and domestic funds are different, the right to buy shares in the hands of customers, QFII just provide a channel. ”