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花旗:腾讯音乐娱乐收购喜马拉雅的计划可能是双赢 维持买入评级
news flash· 2025-06-11 04:21
花旗分析师研报告表示,腾讯音乐娱乐收购中国播客初创公司喜马拉雅的计划对双方都是利好。此次收 购预计将增强腾讯音乐娱乐的长期音频和播客定位,丰富其内容产品,并提高盈利能力。据花旗计算, 这笔现金加股票交易的价值估计在27亿美元至28亿美元之间。 ...
中金:维持腾讯音乐-SW(01698)“跑赢行业”评级 目标价80港元
智通财经网· 2025-06-11 03:53
Group 1 - The core viewpoint of the report maintains Tencent Music's Non-IFRS net profit forecasts for 2025 and 2026, with corresponding P/E ratios for Hong Kong and US stocks indicating potential upside [1] - The estimated total consideration for the acquisition of Ximalaya is approximately $2.854 billion, which includes $1.26 billion in cash and stock issuance [2] - Ximalaya, a leading long audio platform in China, has a strong user base and brand effect, with 72.23 million mobile MAUs and a revenue of 6.163 billion yuan in 2023 [3] Group 2 - The acquisition is expected to maintain Ximalaya's independent operation and brand identity, with no changes to its core management team or strategic direction [2] - Long audio and music users are complementary, with only 9.9% overlap between Ximalaya and QQ Music users, suggesting potential for enhanced user engagement [4] - The differentiated content rights from the acquisition are anticipated to support the sustainable growth of ARPPU for Tencent Music [4]
腾讯音乐收购喜马拉雅的“背面”
3 6 Ke· 2025-06-11 03:00
Group 1 - Tencent Music's acquisition of Ximalaya is valued at approximately $2.9 billion, consisting of $1.26 billion in cash and stock options [1] - Ximalaya holds a significant position in the online audio market, with a 60.5% market share in mobile listening time and 25% in online audio revenue in 2023 [2][3] - The acquisition is expected to enhance Tencent Music's market capitalization and user base, positioning it for a new phase of growth [3] Group 2 - Ximalaya's diverse content ecosystem complements Tencent Music's offerings, allowing for a more complete content strategy [4] - The integration of Ximalaya's content, including audiobooks and radio dramas, addresses the growing demand for varied audio content in the "ear economy" [5] - Tencent Music can leverage its resources to provide Ximalaya with new monetization opportunities, including advertising and AI-driven content production [6][7] Group 3 - The acquisition is seen as a "win-win" scenario, alleviating financial pressure on Ximalaya while providing Tencent Music with strategic advantages [9] - Tencent Music's capabilities in AI can enhance Ximalaya's content creation and distribution, driving innovation and efficiency [8][7] - The partnership is expected to help both companies navigate the challenges of a competitive market and find new growth avenues [9]
200亿,喜马拉雅卖了
投中网· 2025-06-11 02:36
将投中网设为"星标⭐",第一时间收获最新推送 一旦这笔交易顺利达成,那么投资人们也成功实现了退出。 作者丨鲁智高 来源丨 投中网 四次冲刺上市未果,喜马拉雅最终被腾讯音乐收入囊中。 6月10日,腾讯音乐发布公告称,准备全资收购喜马拉雅。按照285亿美元的市值计算,12.6亿美元现金和最多5.57%的股权, 让这笔交易的价格约为28.47亿美元(约204.54亿元)。 与喜马拉雅2020年43.45亿美元(约312.16亿元)估值相比,这个交易价格相当于打了6.55折。不过在收入增长明显放缓、净 利润持续增加艰难等情况下,喜马拉雅目前能够卖出这样的价格,可能并非坏事。 更为关键的是,在上市接连失利的情况下,那些投资了近百亿元并长期陪伴喜马拉雅成长的投资人们,也会因为基金到期等原 因而很难再继续等下去。 虽然是打折出售,但这个价格对于投资人们而言,他们大概率不仅没有亏本,甚至还能获得合理的回报。更为重要的是,一旦 这笔交易顺利达成,那么投资人们也成功实现了退出。 3亿月活,估值曾高达300亿元 作为在线音频行业的老大,喜马拉雅也曾风光无限。 故事得从2012年说起。判断移动互联网将迎来大爆发后,连续创业者余建军与 ...
成都双流机场,何时盈利?丨消费参考
Group 1: Chengdu Shuangliu Airport Financial Performance - Chengdu Shuangliu Airport's profitability has become a focal point, with Shenzhen Airport expressing concern as its third-largest shareholder [1] - In 2024, Shuangliu Airport reported revenue of 1.478 billion yuan and a net loss of 182 million yuan, but is expected to see a turnaround with the restoration of dual terminal operations [2] - The airport's capacity is projected to meet an annual passenger throughput of 50 million, with the Chengdu International Aviation Hub expected to exceed 100 million passengers by 2027 [2] Group 2: Market Dynamics and Future Prospects - The dual terminal operation at Shuangliu Airport is anticipated to significantly enhance operational efficiency and improve financial performance [1][2] - The combined passenger throughput of Shuangliu and Tianfu airports has already surpassed 87 million in 2024, indicating strong growth potential for the region [2] - The presence of numerous advertisements from liquor companies at Shuangliu Airport is seen as a driving force for its recovery in profitability [3][4]
港股大湾区企业被允许深交所上市;OpenAI发布o3-pro;美团发布AI编程工具
Guan Cha Zhe Wang· 2025-06-11 00:51
【观网财经丨智能早报 6月11日】 中办、国办发文允许在港粤企深交所上市 中共中央办公厅、国务院办公厅发布关于深入推进深圳综合改革试点深化改革创新扩大开放的意见。健 全金融服务实体经济的激励约束机制。支持深圳开展科技产业金融一体化专项试点。健全科技型企业信 贷、知识产权证券化、科技成果和知识产权交易等实践场景和规则体系。优化科技型企业债权和股权融 资协同衔接机制。深化绿色金融改革。支持保险资金依法合规投资在深圳发起设立的主要投向特定领域 的私募股权投资基金和创业投资基金。允许在香港联合交易所上市的粤港澳大湾区企业,按照政策规定 在深圳证券交易所上市。(新华社) 腾讯音乐收购喜马拉雅100%股权 6月10日,腾讯音乐娱乐集团于纽交所和港交所发布公告,公告称腾讯音乐与中国领先的在线音频平台 之一喜马拉雅控股(下称喜马拉雅)及其他若干订约方就拟收购喜马拉雅签订并购协议及计划。受限于 交割前提条件的满足,腾讯音乐拟以下述对价全资收购喜马拉雅:(1)12.6亿美元现金;(2)总数不 超过总股数5.1986%的腾讯音乐A类普通股(总股数为不晚于交易交割前五个工作日的工作日当天腾讯 音乐已发行及发行在外的普通股);及(3) ...
6月11日早餐 | 深圳新一轮综合改革试点启动;多家车企宣布对供应商的账期不超60天
Xuan Gu Bao· 2025-06-11 00:03
Group 1 - US Commerce Secretary states negotiations are progressing smoothly, boosting US stock market with Dow Jones up 0.25%, Nasdaq up 0.63%, and S&P 500 up 0.55% [1] - Meta Platforms to acquire 49% stake in Scale AI Inc. for nearly $15 billion [3] - OpenAI signs new cloud computing agreement with Google for increased computing power [4] Group 2 - AI data storage platform Vast Data seeks new funding round with a valuation of $25 billion [6] - Qualcomm showcases a new processor for AI glasses [9] - Snap plans to launch its sixth-generation AR glasses product Specs in 2026 [10] Group 3 - Tencent Music plans to acquire Himalaya for $1.26 billion, enhancing its audio content ecosystem [20][30] - TSMC reports May revenue of NT$320.52 billion, a year-on-year increase of 39.6% [22] - First stem cell prescription drug in China, Aimi Maito injection, has been commercially applied [32] Group 4 - Companies like OnePlus and Xiaomi are actively developing flexible fabric pressure sensors for applications in automotive and consumer technology [29] - NVIDIA and HPE plan to build a supercomputer in Leipzig, Germany [8] - National Development and Reform Commission holds a meeting to gather opinions from private tech enterprises for the 14th Five-Year Plan [14]
8点1氪|苹果客服回应iOS 26被吐槽丑;薄荷色LABUBU拍出108万天价;腾讯音乐12.6亿美元收购喜马拉雅
3 6 Ke· 2025-06-11 00:01
Group 1: Company Announcements - Sanfu Outdoor has received approval from the Shenzhen Stock Exchange for its application to issue shares to specific targets for listing [1] - Tencent Music Entertainment Group announced a merger agreement to fully acquire Himalaya for a total consideration of $1.26 billion, which includes $1.26 billion in cash and a maximum of 5.1986% of Tencent Music's Class A common stock [4] - Xiaomi has made personnel adjustments in its China region, with Wang Xiaoyan taking on multiple roles, including General Manager of Xiaomi Home [6] Group 2: Market Trends and Events - The auction of a unique mint green LABUBU sculpture fetched a price of 1.08 million yuan, highlighting the growing interest in collectible art [3] - The U.S. stock market saw all three major indices rise, with Intel experiencing its largest single-day gain in two months, up nearly 8% [10] - Thai durian prices have reached their lowest in years due to a bumper harvest, with production expected to increase by over 30% compared to last year [13] Group 3: Financial Performance - 51Talk reported a 93.1% year-on-year increase in net revenue for Q1, reaching $18.2 million, while net loss decreased to $1.5 million from $4 million [16] - VinFast delivered 36,330 electric vehicles in Q1, a 296% increase year-on-year, with total revenue reaching approximately $6.57 billion [16] Group 4: Investment and Financing - Photon Leap Technology completed a Series A financing round of 100 million yuan to enhance AI imaging algorithm development [19] - Longxing Aviation completed a Series A++ financing round of 100 million yuan, with participation from various investment institutions [18] - Zhongwan Industrial announced a Series A financing round of 100 million yuan to support its core business upgrades [20]
新华财经早报:6月11日
Xin Hua Cai Jing· 2025-06-10 23:44
·中办、国办发文推进深圳综合改革试点支持人工智能辅助医疗设备、无人驾驶航空器飞行等多项相关制度创新 ·市场监管总局发文加强直播电商监管强化直播间运营者责任不得作虚假或者引人误解的商业宣传 ·多家车企宣布对供应商"60天付款" 共同促进供应链体系健康发展 ·中办、国办印发《关于深入推进深圳综合改革试点深化改革创新扩大开放的意见》。其中提到,探索人工智能辅助医疗设备准入应用机制,在安全可控前 提下,探索人工智能辅助医疗设备数据采集、集成共享、合规使用的规则及标准。支持深圳深化无人驾驶航空器飞行管理制度改革创新,完善低空飞行监管 规则,探索开展跨境直升机飞行、公益服务等通用航空业务。拓展储能场景,探索源网荷储一体化商业模式。创新国际性产业与标准组织管理制度。(新华 财经) ·市场监管总局10日发布《直播电商监督管理办法(征求意见稿)》,向社会公开征求意见。《办法》强化直播间运营者责任,要求直播间运营者建立健全 商品或者服务信息发布审核、信息公示、身份核验等制度,不得作虚假或者引人误解的商业宣传。规范直播营销人员服务机构行为,要求加强对直播营销人 员的管理,建立健全直播营销人员培训、直播选品、直播纠错等制度。要求直播 ...
腾讯音乐拟以逾90亿元全面收购喜马拉雅;南京商旅回应“苏超”火爆出圈丨消费早参
Mei Ri Jing Ji Xin Wen· 2025-06-10 23:32
Group 1 - Nanjing Tourism Company responds to the popularity of "Su Chao," indicating it boosts cultural and tourism consumption in Jiangsu Province and is expected to positively impact Nanjing's tourism market [1] - The company needs to optimize services and implement precise marketing strategies to convert the event's benefits into revenue growth [1] Group 2 - Hengdian Film Company plans to establish a holding subsidiary with its wholly-owned subsidiary, Zhejiang Hengdian Film Co., Ltd., to invest and manage cinema projects [2] - The new subsidiary will have a registered capital of RMB 50 million, with Hengdian Film contributing RMB 45 million, representing 90% of the capital [2] - This move aims to expand Hengdian Film's market share in the cinema industry and enhance its competitive position [2] Group 3 - Tencent Music Entertainment Group announces a plan to fully acquire Ximalaya for approximately RMB 90.6 billion, including cash and stock options [3] - The acquisition aims to integrate audio content ecosystems and expand Tencent Music's market share in the long audio sector [3] - This move is expected to strengthen Tencent Music's leading position in the audio content field while providing Ximalaya with enhanced resources and development opportunities [3] Group 4 - Seven government departments jointly issued a plan to promote the digital transformation of the food industry, aiming for an 80% digital management penetration rate among key food enterprises by 2027 [4] - The plan includes the establishment of over 10 smart factories and 5 high-standard digital parks, along with the implementation of numerous digital demonstration projects [4] - Food companies are encouraged to seize policy opportunities to accelerate digital upgrades, enhancing their competitiveness and efficiency [4]