Chapter 378 [The technology industry that is stuck in the neck]
That afternoon, Tiansheng Capital Headquarters, President's Office.
Assistant Han Qiulin entered Lu Ming's office and handed him two material reports, "This is a series of domestic key technologies monopolized by foreign companies and their industrial chains summarized by the Investment Research and Analysis Department. This is from Yangshi Finance
An invitation from the production team of the "Dialogue" column, wanting you to do a show."
Lu Ming said: "Dialogue? Just go to their side and push it away."
Han Qiulin added: "You don't have to go to them. They have already flown to Ningzhou today with equipment and related staff. As long as you agree, they will set up the studio here immediately. You can go there tomorrow or Saturday morning."
Hearing this, Lu Ming was surprised and said: "Everyone is already here? Okay, since they are all here and it is Yangshi's production team, let's support them."
Everyone is here, so I don’t waste any time. It’s the weekend anyway, so I’ll give it a try. The time I picked is pretty good, and I’m in a good mood recently.
"I'll reply right away." Han Qiulin nodded, turned and left the president's office.
Lu Ming picked up the material report submitted by the Investment Research and Analysis Department and read it. This was what he wanted to know about the current industrial status of a series of stuck technologies in China that need to be broken through. As long as one stuck technology is solved, it can bring huge investments.
return.
Investment in basic scientific research cannot be done with the intention of seeking financial returns, otherwise you will only get a lot of disappointment, and you will never be disappointed when it comes to disappointment.
Therefore, capital is definitely not willing to come in, but if the basic scientific research at the bottom does not make breakthroughs, it will be difficult to change the applied technology at the top, so the Science and People's Livelihood Fund has intervened.
As for applied technology, Tiansheng Capital, which has a huge amount of capital, will of course have to intervene, especially if the key technologies to be broken through are blocked by foreigners. As long as a technological blockade is broken, domestic substitution can break the monopoly of foreign high-tech companies.
With the high value-added profits of this industry, Tiansheng Capital can bring huge returns by investing in corresponding enterprises.
It is beneficial to the country, the people, the enterprise, and itself. It is only a threat to the foreign multinational technology giants that currently monopolize the market.
Lu Ming absolutely cannot bear it. There is no profit in the low-end manufacturing industry. He can only move towards high-end and high value-added industries. The most intolerable thing is that the United States still does not allow him to invest in foreign high-profit and high value-added industries.
.
Based on this alone, we must support a number of domestic industries and start our own businesses, and then seize the market share and high profits monopolized by foreign companies.
Open the materials and get a rough overview. The key technologies that need to be broken through and the industries they belong to are all in the materials report.
High-end display OLED production equipment, vacuum evaporation machine, is a core production equipment that the Japanese can't get enough of. The gap lies in the upstream. Jingdongfang is the number one domestic flat panel display, and not surprisingly, it has the number one global market share.
This is also one of the important constituent stocks of the Tiansheng Shenzhen 100 Index, as is TCL.
The ITO targets used in manufacturing LCD displays are stuck in Japan and South Korea. The quality of domestic ones is unstable and the materials are not up to standard. Only from the laboratory to mass production can we break through the large-size field.
The aviation steel used in large domestic aircraft can get stuck in the neck of magnesium people in China. This is also a material problem. The purity of super-strength steel is not enough.
The key to new energy vehicles is lithium-ion battery technology. The Chinese are good at it, but the Japanese can get stuck. The United States is good at R&D and design, and Japan is good at material production. It belongs to the second echelon in China.
For the main bearing of the full-section tunnel boring machine, the Germans and Swedes can get stuck. China has mastered the core technology of the main bearing with a diameter of three meters, but it is still restricted by material and process factors outside the laboratory.
High-end bearing steel for mechanical equipment, magnesium Chinese and Swedes can jam their necks, and domestic shaft-making technology has reached an advanced level, but the core of the gap is still the material.
High-quality consumer-grade capacitors and resistors can get stuck in Japan, but the domestic shortcoming is still materials. A small MLCC product can have a thousand layers, while domestic products can have about three hundred layers.
High-end mobile phone RF chips, high-end filters, oscillators and other RF components are stuck. It is an indisputable fact that there is a huge gap between domestic semiconductors. Domestic research is actually done early, but there are still many problems in mass production, such as
The consistency of materials, uniformity of electrical properties, etc., are still material issues that have not been resolved.
Industrial bionic robot tactile sensors can get stuck in the neck. Most domestic related companies make gas, temperature and other types of sensors, but the production process and material purity are not up to standard. The consistency of the products is relatively poor, and it is also a material problem.
High-speed optical chips and electrical chips are stuck in the old market. Zhongxing Communications has been sanctioned for optical modules used in the field of optical communications. Low-speed optical chips and electrical chips have been domestically produced.
High-end CT machine detectors, the Chinese, Dutch and Germans can get stuck. The manufacturing process and materials of the detectors are all secret. The domestic medical imaging industry has been restricted by the patent barriers of the United States and the United States.
Including high-end machinery and equipment such as photolithography machines, it is a big problem.
"The road to localization of high-tech industries has a long way to go!" Lu Ming couldn't help but sigh when he looked at this material report. However, it is an opportunity for Tiansheng Capital. In fact, other capitals also know it, but none of them have Tiansheng Capital.
Due to its huge size and ability to cover risks, it would not dare to be the first to eat crabs.
To put it bluntly, you can’t afford to lose, and Tiansheng Capital can afford to lose. If Lu Ming invests in the wrong industry, well, it’s not a big problem. Go to the capital market to make up for the loss, and go to overseas to make a profit, again
A bloody hero.
Other capitals do not have such strong harvesting capabilities, nor can they tolerate such long-term risks, and bet on the wrong money, resulting in failure and becoming someone else's wedding dress. However, Tiansheng Capital is controlled by Lu Ming, who has the unparalleled ability of foresight.
advantages and strong capital harvesting capabilities.
As long as the overall asset prices are rising, the LP institutions under Tiansheng Capital can sleep peacefully and will not stop Lu Ming.
The reason is also very simple. They also know very well that as long as there is a breakthrough in stuck-neck technology, the future rewards will be abundant.
Apart from anything else, it is absolutely remarkable that we have really created a high-end chip semiconductor industry chain. You must know that the current annual import scale of chips in China reached 1.63 trillion yuan last year. This year’s demand
It is expected to exceed 2 trillion yuan.
How big a piece of cake is this? There is no need to go into too much detail just from the annual import of various integrated circuit chips. Now multinational companies in the Western world are allowed to monopolize these profits, and the generals do not allow Tiansheng Capital to invest overseas.
High-Tech Companies.
It is conceivable that if the chip industry only realizes domestic substitution, even half of it will be an unimaginable huge return.
Lu Ming closed the material report and placed it in the folder on the side of his desk, then opened the market software to look at the trend of the technology sector, especially the chip and semiconductor sector.
It will take ten thousand years to produce the chip!
How to do it? Talents and technology research and development are indispensable, and the financing support of capital is also very critical. High technology cannot be successful without money. This is also the role Tiansheng Capital should play, but where does the money come from? This is a big problem
question!
There is no doubt that financing comes from the capital market. To say that financing sounds good, but to put it bluntly, is to cut leeks. The blue-chip flash crash at the beginning of the year cut off 750 billion.
It was the result of killing all large and small hot money, small and large retail investors, and institutional foreign capital in one sweep. Tens of thousands of large and small hot money companies alone were wiped out.
When the sickle fell at the beginning of the year, it was an indiscriminate harvest.
…
(Ps: I have the last update I owe tonight... Huh~~~~, I finally paid off the huge debt I owed. From the time it was put on the shelves to now, people are going crazy about it. I will start the normal two updates tomorrow.
One update in the morning and another in the afternoon. Finally, I can take a break. The time spent writing this book is not time-consuming. It is time-consuming to look through the information, especially many historical information that I can't find even if I vomit blood. For example, a breed was in that year.
Readers may glance at the option volatility at a time point and not care. It’s just that the author just made up an Arabic number... Okay, let’s not talk about it, just write it down!)
