聚水潭(06687.HK)预计10月21日上市 引入香港景林等多家基石

Group 1 - The company, Jushuitan, plans to globally offer 68.1662 million shares, with 6.8167 million shares available in Hong Kong and 61.3495 million shares for international sale, at a price of HKD 30.60 per share [1] - The subscription period for the shares is set from October 13 to October 16, 2025, with trading expected to commence on October 21, 2025 [1] Group 2 - According to ZhiShi Consulting, Jushuitan is the largest e-commerce SaaS ERP provider in China, holding a market share of 24.4%, which exceeds the combined market share of the second to fifth largest competitors [2] - The total market size for China's e-commerce SaaS ERP is projected to be RMB 3.1 billion in 2024, with Jushuitan also ranking first in the e-commerce operation SaaS market with a share of 8.7% [2] Group 3 - The company has entered into cornerstone investment agreements, with cornerstone investors agreeing to subscribe for shares totaling USD 130 million (approximately HKD 1.012 billion) under certain conditions [3] - Notable cornerstone investors include Blue Lake Capital Opportunity Fund, CUAM entities, and several other investment funds and management companies [3] Group 4 - Based on the offering price of HKD 30.60 per share, the company estimates net proceeds from the global offering to be approximately HKD 1.938 billion, assuming no exercise of the over-allotment option [4] - The company plans to allocate approximately 55% of the proceeds to enhance R&D capabilities, 25% to improve sales and marketing capabilities, 10% for strategic investments, and 10% for general corporate purposes [4]