Hand in hand Alibaba good good backlight Zhaochi shares 500 million chip purchase or landing

[Text / high-tech LED reporter Zhao Hui] After the four-day suspension, Zhaochi shares (002429.SZ), which resumed trading on September 27, were firmly sealed in the daily limit by more than 260,000 lots of huge purchase orders.

The reason for making investors so crazy is that on September 27, Zhaochi announced that it announced. On September 26, the company signed a tripartite strategic cooperation agreement with Huashang Group and Ali, and agreed to make full use of the resources of the three parties to create a multi-win and sustainable development strategic partnership in the cultural media industry.

The concrete manifestation of this kind of strategic cooperation is that the three companies have established a new operation mode integrating digital TV, Internet and e-commerce platforms, in order to innovate and diversify the marketing model, terminal products and business forms. Win the goal; jointly provide video, shopping, games, community, visual communication, full-screen collaboration, create a smart computing platform for cloud computing, big data, and ultimately provide smart TV services that truly understand user needs.

At the same time, Zhaochi Co., Ltd. also signed specific business operation agreements with China Digital Media and Zhejiang Huashang in Hangzhou and Zhejiang.

Mobile internet concept stocks have been widely sought after by the market this year. The listed companies have not doubled their stock prices. Even if they only have this concept, investors are happy to pursue them.

Especially this time, Alibaba Cloud Co., Ltd., a partner of Zhaochi, is a subsidiary of Ma Yun's Alibaba Group. The final carrier of this cooperation is the smart cloud TV terminal jointly launched by the three parties.

According to the agreement, Zhaochi will be responsible for the R&D, design and manufacture of intelligent cloud TV terminals, and integrate China Digital DVB, OTT and Alibaba Cloud OS into the intelligent cloud TV terminal.

As the leader of domestic LCD TV ODM, Zhaochi has a large number of customers in the field of LCD TVs and paid set-top boxes. In recent years, it has also begun to expand its market in LED backlighting and lighting.

In 2012, Zhaochi Energy Saving Lighting Co., Ltd., a subsidiary of LED business, realized sales income of RMB 300,104,400. Among them, the LED TV backlight business is becoming the profit growth point of Zhaochi Energy Saving.

Prior to this cooperation agreement, Zhaochi also signed a cooperation agreement with another listed company, Tongzhou Electronics (002052.SZ) to accelerate market competition in the field of paid set-top boxes.

The signing of these cooperation agreements will undoubtedly greatly promote the production and sales of Zhaochi's LED backlight.

Previously, the 500 million yuan chip purchase contract signed with the domestic LED chip leader Sanan Optoelectronics (600703.SH) has also come to the fore.

“In 2013, we will achieve a 20% market share of LCD TV backlight devices in the country.” Quan Jinsong, the deputy general manager of Zhaochi Energy, once described the megaphone in the backlight market in an interview with Gaogong LED. expected.

Quan Jinsong revealed that Zhaochi has launched comprehensive cooperation with brand TV manufacturers such as Konka, Skyworth, TCL and Changhong.

In the field of lighting, Zhaochi shares are also closely following.

"We have not relaxed the layout of the lighting. In the field of lighting, we only use indoor light sources, T-tube lamps, bulb lamps, spotlights, downlights, panel lights." Quan Jinsong said that Zhaochi already has sunshine lighting and snow. Wright, Sanxiong Aurora, Shenzhen Topband, Dajin Dongfang, Shanghai Yaming and other customers.

After the signing of the agreement, Zhaochi will sell the China service products in Zhejiang Province, and actively participate in the operation through including but not limited to “pre-stored service fees to send smart cloud TV” to jointly develop a new mode of TV operation.

“The new operating model shortens the sales path and realizes the transition from manufacturing to operation.” Quan Jinsong said that Zhaochi’s shares in the tripartite cooperation agreement indicated that by changing the operating model, the company will gradually get rid of a single profit model and open up terminal sales. New way.

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