Pune Stock：If you lose India, the stock price is weak. Others buy AI, and my weirin is BI (sad)!

Even if there are many foreign investment banks, compared with the stock price of AI concepts such as Hon Hai and Shuanghong, Changhong, which was once known as one of the "AI Three Heroes" of Taiwan stocks.The season lines fell below and turned into short trends.

Some Taiwanese netizens lamented: What others buy are AI, and my weirin is BI (Note: Minnan dialect "sad" homophonic)!Why the market is so disappointed with Wei Chuang, you may wish to analyze one or two!

Others buy AI, and my weirin is BI (sad)!

Lin Xianming, Chairman of Wei Chuang

At the March of this year, the chairman of Wei Chuang, Lin Xianming, once said that Weixian will benefit the demand for AI last year, and AI -related products will grow more than 50%. He expects to grow 3 digits this year.In the first half of the year.Lin Xianming also revealed at the time that in order to respond to demand, Wei Cai will be planned to expand plants in India, Taiwan, Vietnam, and Mexico.

Sometimes if you want to do it, the result is often wrong with his wish, so that the phrase "ideal is full, realistic but skinny".

In the past, AI concept stocks such as Wei Chuang, Guangda, Yingya, and other AI were regarded as one of the "AI Three Heroes" of the Taiwan stock market, but shareholders found that since this year, AI concept stocks have risen all the way because they have won the AI ​​server foundry.In order, Guo Taiming's Hon Hai's stock price has turned 50 %, becoming a "big bull stock"; Shuanghong is a foundry cooling module, and because the AI ​​concept stock price has risen several times.Weizhong, the stock price trend is abnormal, even the seasonal line that is regarded as the "lifeline" is lost, forming a short trend. Many shareholders exclaimed: What happened to Wei Chuang?Intersection

According to the "Finance Double Weekly" report, some Taiwanese netizens could not help but say that they bought AI, and my weirin was BI (Note: The "sad" homophony of the Minnan dialect)!

Lin Xianming (right), chairman of Wei Chuang, Lin Jianxun (left), general manager and CEO Lin Jianxun

Compared with the weak stock price of Wei Chuang, recent foreign investment banks have been singing more, and it seems that it is "abandoned" about Wei Chuang.For example, Citi Global has given "buy" suggestions and increases the target price; in addition, such as Morgan Stanley, UBS, Goldman Sachs Securities, etc., they have also been in the report, and they have given buying rating.

In response to foreign investment banks, at the legal person briefing held in March this year, Lin Jianxun, General Manager and CEO of Weixian and CEO of the AI ​​server, has grown rapidly and even brought a gross profit margin.However, market investors will have a question: Compared with AI -related concept stock prices soaring, after the first quarter report on April 8 this year, the K line shows "7 consecutive blacks", and even the season line has fallen below. Since the seasonal line has fallen below.Foreign investment banks are so optimistic, why do Weisen's disappointment selling pressure appeared?

If there is no strong performance, any AI "storytelling" is futile.From the perspective of the wealth report of the Weichin, the company's revenue in 2023 was NT $ 866.5 billion, which was 12%compared with the previous year. When the market expects whether weirin is because AI orders have not yet erupted, but 2024 will increase in large growth in 2024At the same time, its stock price once soared from NT $ 40/share to 160 yuan/share; however, in the first quarter of 2024, weichuang revenue was NT $ 238.2 billion, although it increased by 12%from the same period last year.The original estimated 3 -digit increase.

It is worth mentioning that in March of this year, Weichuang's revenue was NT $ 89.8 billion, a 5.4%decline in the same period last year, which is completely different from the previously expected "monthly growth and rising quarterly rise".

Incidentally, the 2023 fiscal year report released by Apple recently showed that 8 companies in the mainland entered the Apple supply chain, 4 were eliminated, and 2 newly entered India and Taiwan were eliminated.Pune Stock

In addition, Tata Electronics, a subsidiary of India, first ranked among the Apple supply chain. The main reason is that Tata Electronics acquired the Indian Weichuang Factory, which was "defeated by Maicheng" in India.According to foreign media quoted Bloomberg report, the iPhone assembled in India in the 2024 fiscal year will reach $ 14 billion. One iPhone sold by Apple is produced by IndiaNo response.

This article reported on April 10 also stated that India is still the world's largest iPhone. It is said that Apple's iPhone in India is about 67%assembled by Hon Hai India Factory, and another Taiwanese enterprise and Shuo John account for approximately accounting17%, but Reuters quoted on April 8th that He Shuo also sold his iPhone factory in India to India Tata Group.At present, the remaining 16%of the iPhone in India is the Weichun Indian factory acquired by India Tata Group last year, located in Karnataka, southern India.

Weixin Zitong Xin'an Factory caught fire on the evening of March 25th

As a business, strategic choice is very important. Sometimes, an important strategic choice is not as easy as "talking on paper". The last decision of the head is between the square inch you grasped, such as lean ice, such as the abyss, and trembling, because it may cause it to cause it to lead"One step is wrong, step by step"; some mistakes and opportunities for correction, but some may be related to the destiny of the development of the enterprise, and there will be no chance to correct them.

Let's talk about the surging AI now. Chairman Lin Xianming said last year: "AI is popular, it is a good opportunity for business, but it is also a challenge." It seems that as the head of an enterprise, he is a crisis consciousness.But sometimes if the challenge is excessive, it will often affect your strategic choice.

In the past two or three years, Wei Chuang Lin Xianming may be "followed" in strategic choices. Step by step, step by step!In July last year, Wei Chuang, holding the Mainland A -Share Lixun Precision 0.81%of the shares. After three years of holding the shares, he issued a clear holding shares at one time, and recognized NT $ 5.552 billion to leave the market.

In the past few years, Wei Chuang has closed its factories in Kunshan and Taizhou, Jiangsu. Weixian also sold its Chengdu and Chongqing plants to invest in India to invest in factories.When the factory was sold to India's Tata Group, it also lost 7 years in India for 7 years. Finally, it was "a bamboo basket hitting a while", so he had to defeat India."City's Great King's Banner", after the Electronics of Tata Electronics, India has changed, and entered the Apple iPhone foundry supply chain.

On the surface, India is abundant and so -called "low cost", but India's investment environment is strange, and policies are overwhelming. After many Taiwanese companies invest in India, they "picked sesame seeds and lost watermelon", and finally became "defeated Maicheng".EssenceEarlier, Lin Xianming explained that Kunshan and Taizhou plant that closed the mainland once said: "Where do customers want us to deliver from and where to give him goods, of course, we must cooperate with customers."

When people are good, I am most worried about who I am!

Lin Xianming (right), chairman of Wei Chuang (right), was awarded the Honorary Doctor of Yangming Jiaotong University

Lin Xianming, chairman of Weichuang, is 72 years old. He was born in Tainan, Taiwan, India in December 1952. He graduated from the Department of Computing and Control Engineering of Jiaotong University. In 1979, Lin Xianming entered the Acer Computer Technology Company and was one of Acer's co -founders.And all the way to the general manager of Acer Computer.

In March of this year, Lin Xianming was awarded the honorary doctorate of Yangming Jiaotong University. Shi Zhenrong, the founder of Acer, came to congratulate, and praised Lin Xianming as "the most important figure in Acer besides him."Shi Zhenrong revealed that in 1992, Acer started reconstruction, and the corporate strategic "smile curve" proposed was named by Lin Xianming.

Weicheng (Weichun Zizhi) was established on May 30, 2001, and was listed on the Taiwan Stock Exchange on August 19, 2003.At present, the Weichuang Group also owns subsidiaries including Qiyang Technology, Weixing Software, Weiying Technology, Weixin Medical Technology, Weqian Technology, panoramic software and other subsidiaries.Since the establishment of Wei Chuang, Lin Xianming has been the chairman and strategy chief of Weixian.

Lin Xianming grew up in Tainan. Although his father served as a maintenance engineer of Asian Airlines in his early years, his family was not rich when he was young. Later, in order to bear the economic burden of his family, Lin Xianming showed a tough quality.It turned out that his grandfather was chased after being "rejected" after being "rejected" for his guarantee, which led to the fall of the house and his debt.

After graduating from Tainan No. 1 Senior Middle School, Lin Xianming was admitted to Jiaotong University in Hsinchu.At that time, when Lin Xianming's mother visited Hsinchu to visit her son, she took out the money on her body for living expenses, and only left the train ticket for Tainan.At that time, Mother Lin took a slow -moving train. She had to sit all the day. She had dry mouth and had no money to sell tea.

Hong Lizhen, chairman of Lin Xianming and Weiying Technology (left)

Jiaotong University is located in Hsinchu, Taiwan, and Lin Xianming's wife is Hsinchu.Lin Xianming, who had a bad family, still carried a lot of debt at home after he became a family.

In 1979, several friends such as Lin Xianming and Shi Zhenrong jointly invested in computer companies in Kaohsiung, and later merged the company into Acer.Lin Xianming, who had a bad family, had to invest moneyVaranasi Investment. At that time, he had "bid" two meetings and paid all the salary he received before paying the money to invest in this computer company.

At that time, the computer brand promoted by Acer was not "Acer", but the "Little Professor" brand.In order to make a little more money, Lin Xianming went to work during the day and served as a lecturer of the "Professor" computer in the evening to teach the knowledge of microprocessors.As for the expenses of the family, all the wives who are a teacher who are a teacher in middle school to maintain a meager salary for each month.

Because Grandpa guarantees the whole family's debt, Lin Xianming, who is born with hardships, will also "take care of" employees.In 1994 and 1995, after Acer's reconstruction, when he saw the company began to make money, he took the initiative to ask Shi Zhenrong to send a bonus to employees, because employees have been suffering for many years.Udabur Wealth Management

Acer founder Shi Zhenrong (right) and Acer Chairman and CEO Chen Junsheng (left)

Lin Xianming, Shi Chongtang, Li Yanyao, and Wang Zhentang were known as the "four disciples" of Acer's founder Shi Zhenrong, and Lin Xianming was regarded as the chief disciple by the outside world.Unlike Li Yanyao and Wang Zhentang often sang "anti -tuning" with Shi Zhenrong, Lin Xianming was regarded as a disciple who won the "true biography" of Shi Zhenrong. Later, when he dominated Wei Chuang, he also took off because of the model of Shi Zhenrong.

There is a saying "Eat Three Bowls" in Minnan dialect, and Lin Xianming, who is particularly able to bear it and is particularly able to fight, is this kind of person.In the millennium of 2000, Acer was divided into Weixian, who was divided by Lin Xianming. Many people also "embarrassed" for him; but Lin Xianming did not say anything and did things silently.

Lin Xianming once said that he is a professional manager. If the company does not operate well, he can't sleep at night.He believes that there is no need to do everything in everything, and it doesn't make sense to take the time to think of the separation of the public.Before 2004, Wei Chuang did not have the right track and the profit was not good. The profit was not good. He also suffered a loss of NT $ 2.2 billion. Lin Xianming had to replace Deng Dingqun, the original general manager, and personally "led his soldiers".

Over the years, the Weichuang Group, including Wei Ying, is a subsidiary, almost the team of professional managers is managing. Lin Xianming dares to let them go and let them go through."Everything is done by them."He said that he basically did only two things: one was when the company's condition was bad, he was "La La Captain", and shouted "absolutely success" in the back; second, when the company was good, he played "crow" and reminded them to remind themWhere there is a problem, be careful and think more.

"When people are good, I am most worried about who they are." Lin Xianming said.He believes that there must be a sense of crisis, "the flowers have no thousand days of red", and the company has really toughness in order to move forward and move forward.Indore Stock

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