Liquid crystal Reorganization expands to 6 CEC may be excluded from participation

Sina Science and technology news June 28, in response to the industry's concern about the domestic LCD line reorganization matters, one of the main actors in Beijing east of the announcement confirmed that the restructuring will be postponed, and that it will be in consultation with 5 companies restructured, which did not mention the rumors of the CEC will be as the leading leader involved Confirm reorganization Postponed According to BoE announcement, it has signed with 5 related companies to extend the validity of the letter of intent for the reorganization of the liquid crystal display Business Project, the expiry date will be June 30, 07 from the original plan, modified to September 30, 07.　　It means that the reorganization time will be postponed to September 30, and according to the previous announcement, the domestic 3 LCD panel production group BoE, SVA, Dragon photoelectric will jointly form a company, unified operation of the three groups of thin film transistor LCD business.　　"The main reason for the postponement of the reorganization was that the reorganization project involved huge amounts of assets, miscellaneous work and long time to get government approval," said the BoE announcement.　　The announcement, involving 6 companies, said the reorganization actually involved 5 companies, namely, radio and television Electronics (Sha 600602), radio and television information (Sha 600637), Shanghai Radio and Television Group, Jiangsu Kunshan Economic and technological development zone and Dragon holding. Industry insiders believe that the restructuring of the postponement of another reason is that several parties to who dominated the competition is unusually fierce. Earlier, on the radio and television group Gupei has said that the joint venture's equity ratio has been basically finalized, "Sva the largest, Beijing Oriental second, Dragon third." However, the gap between SVA and BoE is very small, in the future if Beijing East Capital injection of 200 million-300 million U.S. dollars, it is possible that the BoE shares more than SVA.　　However, the future SVA may also increase the capital.　　To address this problem, the former has passed another plan, the restructured new company will be under the State Council SASAC holding 36%, and SASAC intends to transfer the 36% stake to CEC (China Electronics), so that CEC will become the largest shareholder, dominate. However, there was no mention of CEC at all in the BoE announcement, and it was clear that all the parties in the dark side wanted to gain the power of the new company and would not want to see the news of China's electronic access, because CEC was bigger and if it intervened, the other parties would have little chance of competing for dominance