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Cammychen
Cammychen
·
2021-06-23
[呆住]
市场消息:李佳琦、薇娅所属公司均在计划进行IPO
据知情人士透露,中国“口红之王”李佳琦所属公司美One正在物色一名首席财务官,为可能的美国售股计划做准备。与此同时据另一位知情人士透露,薇娅的母公司谦寻集团(Qianxun)也在计划IPO。这两笔IPO有望揭开中国最大、最具活力的互联网竞技场之一的面纱。 两家公司的审议都处于早期阶段,美One没有回应记者多次的置评请求,而谦寻拒绝置评。
市场消息:李佳琦、薇娅所属公司均在计划进行IPO
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Cammychen
Cammychen
·
2021-06-17
[呆住]
非常抱歉,此主贴已删除
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Cammychen
Cammychen
·
2021-06-03
[微笑]
非常抱歉,此主贴已删除
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Cammychen
Cammychen
·
2021-01-24
百度
回港上市或“撞车”,B站和百度谁更值得投资?
近日有消息称B站、$百度$先后向港交所正式提交了二次上市申请。按照港交所流程,回港二次上市的公司可秘密交表,通过聆讯前,无需在联交所网站公布具体信息。关于二次上市,两家公司均表示不予置评。两家业务模式并不等同的公司在撞期之下,谁更值得投资?过去一年,B站和百度的市值都经历了进阶式的变化。其中,B站一年股价累计涨幅达360.37%。
回港上市或“撞车”,B站和百度谁更值得投资?
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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n回港上市或“撞车”,B站和百度谁更值得投资?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-24 11:16 北京时间 <a href=http://yicai.com/news/100926080.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一个是成功破圈的“后浪”,手握“中视频”流量洼地;一个则在经历低谷后,因造车实现U型反弹。\n\n中概股回港IPO浪潮再次袭来。近日有消息称B站、百度先后向港交所正式提交了二次上市申请。交表时间接近,意味着两家公司接来下招股时间很可能 “撞车”。\n按照港交所流程,回港二次上市的公司可秘密交表,通过聆讯前,无需在联交所网站公布具体信息。关于二次上市,两家公司均表示不予置评。\nB站和百度,一个是成功破圈的...</p>\n\n<a href=\"http://yicai.com/news/100926080.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/63289601f3ad098c752a92f3805088c6","relate_stocks":{},"source_url":"http://yicai.com/news/100926080.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2105490697","content_text":"一个是成功破圈的“后浪”,手握“中视频”流量洼地;一个则在经历低谷后,因造车实现U型反弹。\n\n中概股回港IPO浪潮再次袭来。近日有消息称B站、百度先后向港交所正式提交了二次上市申请。交表时间接近,意味着两家公司接来下招股时间很可能 “撞车”。\n按照港交所流程,回港二次上市的公司可秘密交表,通过聆讯前,无需在联交所网站公布具体信息。关于二次上市,两家公司均表示不予置评。\nB站和百度,一个是成功破圈的“后浪”,手握“中视频”流量洼地;一个则在经历低谷后,因造车实现U型反弹。两家业务模式并不等同的公司在撞期之下,谁更值得投资?\n“目前尚不知道两家公司选择招股时机的主观动机,但从资本市场角度来讲,如果B站和百度两强相对,并不是一个很好的策略。”一位参与港股IPO项目的投资人士对第一财经记者说。去年蚂蚁金服、蓝月亮招股,对于其他想要IPO的公司来说会形成“吸血效应”,大家会尽量避开节奏。\n香颂资本执行董事沈萌在接受第一财经采访时表示,香港募股可以用孖展的方式杠杆撬动更大资金,尤其今年以来南下资金非常亢奋,满足两家公司的招股需求也不是难事,但是撞期可能会引发“面子”问题。“谁能在香港IPO冻结更大规模资金可能是关心的话题”。\n\n市值暴涨背后\n过去一年,B站和百度的市值都经历了进阶式的变化。\n其中,B站一年股价累计涨幅达360.37%。截至1月22日收盘,B站股价133.75美元,市值达到464.70亿美元,上市不到三年股价暴涨13倍。\n相比之下,百度股价则经历很长一段低谷,去年3月百度股价低至82美元,市值不足300亿美元,走到近7年最低点。直到第四季度,先后公布Apollo自动驾驶最新进展和造车消息推动了百度强劲上涨走势,2020年的最后一个交易日创下过去52 周内新高,市值超700亿美元。\n如果从过去一年的财报业绩来看,在2020年前三个季度,B站距离百度营收有近10倍之差,其中B站营收增速分别为69%、70%、74%,百度营收增速分别为-7%、-1%和1%。从盈利角度来看,B站亏损逐步加大,其中第三季度亏损扩大至171%,百度在去年实现扭亏为盈。\n不过,连续的亏损并没有阻碍B站在资本市场一路高歌。B站的市场表现一方面源自新生代消费群体的崛起,另一方面源自B站积极的用户增长、拉新策略和多元商业化试水。从跨年晚会到《后浪》、《入海》、《喜相逢》“破圈三部曲”,B站的内容破圈能力开始被市场所关注,同时B站用户数量和用户活跃度保持较快增长,去年8月B站单月活跃用户突破2亿,创下历史新高。\n尤其是在OGV(专业生产内容)领域B站动作频频,5.13亿港币入股欢喜传媒,《风犬少年的天空》、《夺冠》等影视作品落地B站。2020年4月索尼4亿美元战略投资B站,成为继腾讯、阿里后的又一重要战略投资人。\n内容之外,B站在商业化变现上也开始加快步伐。2020年B站的广告业务实现了连续7个季度的加速增长。\n和B站相比,过去一年的百度放下了“BAT的包袱”。很长一段时间,百度股价处于低谷的一个重要原因是自动驾驶、小度等新兴业务的价值未被体现。人工智能创业热潮在经历了市场优胜劣汰,有些融资困难、逐步销声匿迹,一度让外界认为“人工智能不赚钱”。\n在2020年年中一场与百度员工的沟通活动上,百度董事长李彦宏曾表示:每家公司都有高光和低谷的时候,没有一家公司能够抓住所有的风口和机会,每家公司都有自己擅长和不擅长的东西,以技术创新为核心驱动是百度所擅长的。\n技术需要长期坚持,随着Apollo自动驾驶的业务落地、小度分拆和AI技术商业化前景逐渐清晰,这部分业务的价值正逐步得到体现。\n“过去Apollo非但不会有市场估值,甚至被认为是拖累百度业绩的成本项。现在,仅自动驾驶业务,市场已经给出了100 亿美元的估值。投入了8年,风终于来了。”此前一位百度自动驾驶事业群组人士对第一财经记者说。\n在以信息和知识为核心的移动生态领域稳健发展,以及AI加速落地的双重利好带动下,百度在2020年股价上涨股价累计上涨 70%。近期Cathie Wood创立的ARK基金持续加仓百度,主要还是因为看好自动驾驶的未来前景。\n“回归热”下还有哪些挑战?\n2020年港股IPO发行规模达到3975.28亿港元,同比增长27% 。港股前10大IPO中,中概股回归公司占据6席。\n此前阿里巴巴、京东、网易赴港二次上市引发了一波回归潮,如今B站、百度、拼多多二次上市传闻也愈演愈烈,新一轮的中概股二次上市热潮是否会到来?\n老虎证券分析表示,在待回港二次上市名单中,还有十余家符合条件的企业正蓄势待发,这样的节点在历史上还未曾出现过。去年瑞幸造假事件引发信任危机,交易所监管收紧带来的未知性,以及接下来的合规成本、估值风险,或许都是中概股回归的诉求。\n尤其是对于大中型市值的中概股,也很难有更好的选择,如果私有化或者回A股,那么成本、难度都将非常大,周期也会比较长。对于中概股自身来讲,二次上市本身也可以更好的匹配公司发展战略,对业绩、资本实力都有更好的提升。\n不过,对于计划在香港二次上市的B站和百度而言,仍面临不小挑战。\n对百度而言,在过去一年实现了扭亏为盈,但造车仍是一件“烧钱”的事。根据百度官方透露的信息,它将组建一家智能汽车公司,以整车制造商的身份进军汽车行业,面向乘用车市场制造智能电动汽车。可以对比的是,蔚来、小鹏、理想等国内的造车新势力市值飙涨但尚未扭亏,并且高位增发融资,说明仍需大量的资金投入。\n从百度过往业绩来看,在线广告仍是驱动百度营收增长的主力。 汽车是一个高成长、高门槛的赛道,但百度尚未披露造车细节,接下来考验执行力和竞争力,而这一业务将多大程度上影响业绩目前还都是未知数。\n此外,过去一年时间里百度加大力度投入了健康、直播、电商、短视频等多个赛道,但这些领域都面临较为强劲的竞争对手。\n对B站而言,它的营收结构日趋平衡,各个业务增速迅猛,但相较于百度B站的盈利模式还未走通,面临营收和亏损同步扩大问题。以最新的2020年三季度业绩为例,亏损的扩大主要源自销售和营销费用的增加,在自制内容和版权内容持续投入的情况下,B站转型带来的财务阵痛仍不可避免。\n“破圈”所带来的新挑战也不容小觑。一面是挑剔的Z世代年轻用户,一面是不断提速的商业化进程,作为老赛道中的新选手,在走向全民视频平台的过程中,B站如何平衡商业化和社区氛围,如何将积淀下来的用户价值转化成被大众用户接受的商业价值,同时不失去平台的独特性,依旧是一个老问题。\n值得注意的是,快手预计将先于B站,将在下周一(1月25日)启动机构招股,并计划今年2月上市,作为短视频第一股,业界预计届时将迎来一场资本盛宴。大和分析师指出,快手即将上市,其估值和集资规模能够为衡量B站的价值提供一个参照基准。","news_type":1,"symbols_score_info":{"BIDU":0.9,"BILI":0.9}},"isVote":1,"tweetType":1,"viewCount":1481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}