06年希捷收购Maxtor后Alps订单下滑,今年退出磁头行业,独立的磁头组装厂商只剩下长城开发和TDK。由于TDK同公司的业务范围有所不同,硬盘厂商希捷和WD磁头外包的业务必然会倾向于长城开发,这使得公司在行业整合中获益。假定08年初完成定向增发4000万股,收购开发磁记录43%股权,公司07-09年 Alps orders fell after Seagate acquired Maxtor in 2006, and this year it exited the head business. Only independent head assembly makers left the Great Wall Development and TDK. Due to the difference in business scope between TDK and the company, hard disk manufacturers Seagate and WD head outsourcing business is bound to tend to the Great Wall development, which makes the company benefit in the industry consolidation. It is assumed that 40 million private placement-oriented shares will be completed in early 2008, 43% of the shares will be acquired and developed, and 07-09