Core Viewpoint - Transsion Holdings' controlling shareholder, Transsion Investment, successfully completed a share transfer, selling 22.807 million shares at a price of 81.81 CNY per share, raising approximately 1.866 billion CNY, which represents a discount of about 8.36% compared to the closing price on September 17 [1][2] Group 1: Share Transfer Details - Transsion Investment's shareholding was diluted to 49.15% prior to the transfer due to stock incentive plans, and after the transfer, it decreased to 47.15%, maintaining control over the company [1] - The share transfer involved 426 institutional investors, with 31 valid bids received, and 20 institutions allocated shares, including major players like Xingzheng Global Fund, which invested 832 million CNY [1][2] Group 2: Financial Performance - Transsion Holdings reported a significant decline in financial performance for the first half of 2025, with revenue of approximately 29.077 billion CNY, down 15.86% year-on-year, and net profit of about 1.213 billion CNY, down 57.48% [5][6] - The company has distributed substantial dividends, totaling 13.23 billion CNY since its IPO in 2019, with a cash dividend of 9.12 billion CNY in the first half of 2025, representing 75.22% of its net profit [5] Group 3: Market Position and Competition - Transsion Holdings, known as the "King of African Mobile Phones," has seen its market growth slow down, particularly in Africa, where revenue growth was only 2.97% last year compared to 6.74% in 2023 [6] - Despite still holding a 51% market share in Africa with 9.7 million units shipped in Q2 2025, the company's growth rate has significantly lagged behind competitors like Xiaomi and Honor, which reported growth rates of 32% and 161%, respectively [6]
业绩“失速”下的“非洲手机之王”：控股股东拟套现18.66亿，38人共享 “财富盛宴”
Guo Ji Jin Rong Bao·2025-09-18 06:57