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牌照价值缩水?支付机构股权频遭转让
Guo Ji Jin Rong Bao·2025-09-01 02:59

Core Viewpoint - The trend of equity transfer among payment institutions is increasing, driven by regulatory changes, market competition, and strategic adjustments by shareholders [2][5][6] Group 1: Equity Transfers - Dongfang Electronic Payment Co., Ltd. plans to transfer a total of 9.505% of its equity at a base price of 14.0674 million yuan [1] - Yili Resources Group Co., Ltd. will auction 20% of its stake in Shengya Yunding Payment Co., Ltd. starting from a base price of 7.077 million yuan [1] - Several payment institutions, including Shenzhen Kuaitong Payment Co., Ltd. and Wuhan Urban Card Payment Co., Ltd., have also listed their equity for sale this year [1][4] Group 2: Market Dynamics - The value of payment licenses is expected to decline, prompting shareholders to cash out at current prices [2] - The implementation of stricter regulations since May last year has increased compliance costs for payment institutions [2][5] - The market is experiencing intensified competition, with diminishing growth opportunities for the industry [2][5] Group 3: Industry Trends - The overall trend in the payment industry is shifting from scale expansion to high-quality development, leading to increased market concentration [5][6] - Analysts suggest that the value of payment licenses has significantly decreased from peak levels due to stricter regulatory environments and limited external buyers [6] - Payment institutions are encouraged to innovate and focus on core business areas to adapt to the changing market landscape [6]