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新股消息 | 聚水潭通過港交所聆訊 佔中國電商SaaS ERP市場24.4%的份額
Zhi Tong Cai Jing· 2025-09-30 03:02
智通財經APP獲悉,據港交所9月29日披露,聚水潭集團股份有限公司(以下簡稱:聚水潭)通過港交所主 板上市聆訊,中金公司、摩根大通爲其聯席保薦人。 據招股書,根據灼識諮詢的資料,以2024年的相關收入計,聚水潭是中國最大的電商SaaS ERP提供 商,佔據24.4%的市場份額(超過第二至第五大參與者的市場份額總和)。根據灼識諮詢的資料,2024年 中國電商SaaS ERP市場的規模(按商家支出計)爲人民幣31億元。在中國電商運營SaaS市場中,按2024年 SaaS總收入計,該公司同樣排名第一,市場份額爲8.7%。 | 貝 編泰 數日 · 編泰 倪丁 編泰 文 編泰 行使與合而 | | | --- | --- | | 正) | | | [編纂]數目 | : [編纂](可予重新分配及視乎[編纂]行使 | | 與合而定) | | | [編纂]數目 | : [編纂](可予重新分配及視乎[編纂]及[編 | | 墓 行使與否而定) | | | 最高[編纂] : 每股[編纂][編纂]港元,另加1.0%[編 | | | 纂]、0.0027% 證監會交易徵費、 | | | 0.00565%聯交所交易費及0.00015% | ...
聚水潭:电商SaaS ERP服务商通过港交所聆讯,或很快香港上市
Xin Lang Cai Jing· 2025-09-30 01:25
来源:新浪港股-好仓工作室 近日,聚水潭集团股份有限公司(简称"聚水潭")递交聆讯后资料集,或很快在香港上市。中金公司、 摩根大通担任此次上市的联席保荐人。 根据招股书披露,本次港股上市募集资金将用于以下用途: 1. 约[编纂]%或[编纂]港元,将用于强化公 司的研发能力,以丰富未来五年的产品矩阵; 2. 约[编纂]%或[编纂]港元,将用于在未来五年加强公司 的销售及营销能力; 3. 约[编纂]%或[编纂]港元,将在未来五年用于战略投资; 4. 约[编纂]%或[编纂]港 元将用于一般公司用途。 公司介绍:聚水潭依托过去超25年由创始人积累的行业洞察,开发出云端电商SaaS产品,能推动商家客 户与中国乃至全球逾400个电商平台相连。其产品为不同类型及规模的客户提供业务监控、运营及管理 工具,赋能其做出智能决策。聚水潭以ERP为核心产品,进一步扩展产品和服务范围至其他电商运营 SaaS产品,已成为一站式电商SaaS提供商,帮助客户升级业务能力、提高业绩表现并发展跨平台业务。 点击查看公告原文>> 声明:市场有风险,投资需谨慎。 本文为AI大模型基于第三方数据库自动发布,任何在本文出现的信 息(包括但不限于个股、评 ...
聚水潭通过聆讯 中金公司、摩根大通为联席保荐人
Zheng Quan Shi Bao Wang· 2025-09-30 00:53
聚水潭建立了覆盖全国的客户服务网络,LTV/CAC比率在2022年至2024年间持续提升,2024年达到9.3 倍,远高于行业平均约3倍的水平。客户交叉销售效果显著,购买两款及以上产品的客户贡献的SaaS收 入占比逐年提升。 公司拥有超过25年的行业经验,其云端电商SaaS产品能够连接超过400个电商平台,远高于行业平均水 平。 截至2024年,聚水潭服务的SaaS客户数量达8.84万名,净客户收入留存率为115%。公司的技术基础设 施稳定,曾在2024年双11期间处理约16亿份订单。 聚水潭已通过港交所上市聆讯,中金公司(601995)、摩根大通为其联席保荐人。 聚水潭是中国最大的电商SaaS ERP提供商,2024年市场份额为24.4%,该市场规模为人民币31亿元。在 电商运营SaaS市场中,聚水潭按2024年SaaS总收入计排名第一,市场份额为8.7%。 ...
新股消息 | 聚水潭通过港交所聆讯 占中国电商SaaS ERP市场24.4%的份额
智通财经网· 2025-09-29 22:50
智通财经APP获悉,据港交所9月29日披露,聚水潭集团股份有限公司(以下简称:聚水潭)通过港交所主 板上市聆讯,中金公司、摩根大通为其联席保荐人。 据招股书,根据灼识咨询的资料,以2024年的相关收入计,聚水潭是中国最大的电商SaaS ERP提供商, 占据24.4%的市场份额(超过第二至第五大参与者的市场份额总和)。根据灼识咨询的资料,2024年中国 电商SaaS ERP市场的规模(按商家支出计)为人民币31亿元。在中国电商运营SaaS市场中,按2024年SaaS 总收入计,该公司同样排名第一,市场份额为8.7%。 | | | | 截至12月31日止年度 | | | | | 截至6月30日止六個月 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 2022年 | | 2023年 | | 2024年 | | 2024年 | | 2025年 | | | | 人民幣 | 8 | 人民幣 | 8 | 人民幣 | રે | 人民幣 | 8 | 人民幣 | હે | | | | | | | | | (未經審核) | ...
有赞(08083)上涨5.44%,报0.155元/股
Jin Rong Jie· 2025-08-14 05:55
Group 1 - The core viewpoint of the article highlights that Youzan (08083) experienced a stock price increase of 5.44%, reaching HKD 0.155 per share with a trading volume of HKD 27.607 million as of 13:40 on August 14 [1] - Youzan Technology Co., Ltd. primarily offers SaaS products and services to assist merchants in expanding their businesses through online sales, social marketing, and omnichannel new retail, including Youzan Micro Mall and Youzan Retail [1] - The company has entered the third phase of e-commerce SaaS and continues to deepen its industry engagement and ecosystem development, providing customized and value-added services to meet diverse merchant needs [1] Group 2 - As of the mid-year report in 2025, Youzan reported total revenue of HKD 714 million and a net profit of HKD 72.742 million [2] - On August 12, the company repurchased 18.38 million shares at a price range of HKD 0.142-0.144 per share, with a total repurchase amount of HKD 2.623 million [3]
美登科技(838227):深耕电商SaaS软件,差异化产品形成品牌优势,加速AI技术商业化
Hua Yuan Zheng Quan· 2025-06-03 13:52
Investment Rating - The report assigns an "Accumulate" rating for the company, indicating a positive outlook for its stock performance in the near term [5]. Core Insights - The company, Meideng Technology, is positioned as a leading provider of e-commerce SaaS software, focusing on differentiated products that enhance brand advantage and accelerate the commercialization of AI technology [5][6]. - The domestic SaaS market is expected to grow significantly, with projections indicating a market size exceeding 100 billion yuan in 2023, driven by increasing demand for operational efficiency among e-commerce merchants [7][10]. - The company has successfully integrated AI technology into its product offerings, enhancing user experience and operational capabilities, particularly in live-streaming e-commerce [8][10]. Summary by Sections Market Performance - As of May 30, 2025, the closing price of the stock is 58.93 yuan, with a market capitalization of approximately 2,294.82 million yuan [3]. Financial Performance - In 2024, the company achieved a revenue of 148 million yuan, representing a year-on-year growth of 29.23%, with a net profit of 41.78 million yuan [7][9]. - The company’s revenue is projected to reach 204 million yuan by 2027, with a compound annual growth rate (CAGR) of approximately 11.35% from 2025 to 2027 [9]. Product and Service Development - The company’s main products, "Meizhe" and "Woda," are designed to meet the marketing and order management needs of e-commerce merchants, with a strong user base and positive market reception [6][7]. - The integration of AI into the company's offerings, such as the "Light Circle Smart Broadcasting" product, has been well-received, enhancing its competitive position in the market [8][10]. Market Trends - The e-commerce SaaS market is characterized by rapid growth and a fragmented competitive landscape, with increasing diversification in e-commerce types and merchant needs [7][10]. - The company is expanding its product matrix to include new scenarios such as live-streaming e-commerce and supply chain management, which are essential for meeting the evolving demands of merchants [6][8].
大佬青睐,知名股东云集,负债高达36亿,这家公司第四次冲刺上市!
Sou Hu Cai Jing· 2025-05-26 08:19
Core Viewpoint - The company Jushuitan Group Co., Ltd. has submitted its application for an IPO on the Hong Kong Stock Exchange, marking its fourth attempt after three previous failed submissions. The company is recognized as the largest e-commerce SaaS supplier in China, having recently achieved a small profit in 2024 after accumulating losses exceeding 986 million yuan over the past three years [1][4]. Company Overview - Jushuitan was established in 2014 and operates as a leading e-commerce SaaS supplier in China, providing services through over 100 offline service points across more than 500 towns [4]. - The core product, Jushuitan ERP, offers functionalities such as order management, warehouse management, procurement management, and distribution management, helping e-commerce businesses manage their operations and financial data [4]. Market Position - In 2024, the Chinese e-commerce SaaS ERP market is projected to reach 3.1 billion yuan, with Jushuitan holding a market share of 23.2%, making it the largest player in this segment [5]. - Jushuitan also ranks first in the broader e-commerce SaaS market with a market share of 8.7%, serving 88,400 different SaaS clients compared to the industry average of fewer than 20,000 clients [5]. Financial Performance - The company reported revenues of 523 million yuan, 697 million yuan, and 910 million yuan for the years 2022, 2023, and 2024, respectively, with a net profit of 10.58 million yuan in 2024 after losses of 507 million yuan and 490 million yuan in the previous two years [5][6]. - The adjusted net profit figures for the same years were -379 million yuan, -206 million yuan, and 48.99 million yuan, indicating a significant turnaround in 2024 [5]. - Jushuitan's gross margin has increased from 52.3% in 2022 to 68.5% in 2024, reflecting a growth of 16.2 percentage points over two years [6]. Funding and Valuation - The company has raised a total of 614 million yuan through seven rounds of financing, achieving a post-money valuation increase of over 71 times within five years [10]. - Notable investors include prominent firms and individuals such as Alibaba Group's CEO, Sequoia Capital, and Blue Lake Capital, among others [12][13]. Shareholding Structure - As of the IPO application, the founder and CEO holds 22.81% of the shares, while other executives and investors hold significant stakes, with the founder controlling approximately 46.87% of the voting rights [11].
过去三年累计亏损超9亿元,聚水潭第4次冲击港股IPO
Xin Lang Cai Jing· 2025-05-26 07:47
Core Viewpoint - The company, Jushuitan Group Co., Ltd., is making another attempt to list on the Hong Kong Stock Exchange after multiple failed submissions, highlighting the challenges faced in its IPO journey [1] Group 1: Company Overview - Jushuitan, established in 2014, is a leading e-commerce SaaS supplier in China, providing a comprehensive range of SaaS products and services to enhance business capabilities and reduce operational costs [1] - According to ZhiShi Consulting, Jushuitan holds a 24.4% market share in the e-commerce SaaS ERP sector and an 8.7% share in the e-commerce operation SaaS sector, making it the largest and second-largest provider in these categories, respectively [1] Group 2: Financial Performance - The company's revenue for 2022, 2023, and 2024 is projected to be 523 million, 700 million, and 910 million CNY, respectively, with gross profits of 274 million, 434 million, and 623 million CNY [1] - Jushuitan's gross margin has shown a consistent upward trend, with rates of 52.3%, 62.3%, and 68.5% for the respective years, while the net profit margin improved from -97% to 1.2% [2] Group 3: Funding and Valuation - As of December 31, 2024, Jushuitan has a net debt of 3.65 billion CNY and cash equivalents of 1.085 billion CNY, indicating a significant financial position despite challenges [3] - The company has completed multiple funding rounds since its inception, with total financing reaching 614 million CNY, and notable investors include Sequoia China, Goldman Sachs, and CICC [4][3] - The latest funding round in 2020 raised 286 million CNY, valuing the company at 6 billion CNY, which reflects its growth potential and investor confidence [4] Group 4: IPO Utilization - The funds raised from the upcoming IPO will be allocated to enhance R&D capabilities, expand the product matrix, strengthen sales and marketing efforts, and for general corporate purposes [4]
大佬青睐,知名股东云集,负债高达36亿,这家公司第四次冲刺上市!
IPO日报· 2025-05-26 07:40
Core Viewpoint - The article discusses the recent IPO application of Jushuitan Group, a leading e-commerce SaaS provider in China, highlighting its financial performance, market position, and investor interest. Group 1: Company Overview - Jushuitan was established in 2014 and is recognized as the largest e-commerce SaaS supplier in China, with over 100 offline service points covering more than 500 towns [3] - The core product, Jushuitan ERP, offers functionalities such as order management, warehouse management, procurement management, and distribution management, making it the most popular e-commerce SaaS ERP brand in China [3] - As of 2024, Jushuitan holds a market share of 23.2% in the e-commerce SaaS ERP market, which is projected to reach 3.1 billion yuan [3][4] Group 2: Financial Performance - Jushuitan reported revenues of 523 million yuan, 697 million yuan, and 910 million yuan for the years 2022, 2023, and 2024, respectively, with a net profit of 10.58 million yuan in 2024 after three years of losses totaling over 986 million yuan [4][5] - The company achieved a gross margin of 68.5% in 2024, up from 52.3% in 2022, indicating a significant improvement in profitability [5] - The compound annual growth rate (CAGR) for total revenue and annual recurring revenue from 2022 to 2024 was 31.9% and 33.6%, respectively [5] Group 3: Investment and Shareholding - Jushuitan has undergone seven rounds of financing, raising a total of 614 million yuan, with its post-financing valuation increasing from 920 million yuan in 2018 to 6 billion yuan in 2020 [8] - Notable investors include Alibaba Group, Sequoia Capital, and various prominent individuals, with the founder holding 22.81% of the shares and controlling approximately 46.87% of the voting rights [10][11] - The company has a net debt of 3.65 billion yuan as of December 31, 2024, while holding cash and cash equivalents of 1.085 billion yuan [5]
新股消息 | 电商SaaS ERP提供商聚水潭四次递表港交所 2024年公司净客户收入留存率为115%
智通财经网· 2025-05-22 22:56
Core Viewpoint - The company, 聚水潭集团股份有限公司, has submitted a new listing application to the Hong Kong Stock Exchange, with CICC and JPMorgan as joint sponsors, after previous applications in June 2023, March 2024, and November 2024 [1]. Group 1: Market Position and Product Offering - 聚水潭 is the largest e-commerce SaaS ERP provider in China, holding a market share of 24.4% based on projected 2024 revenues, surpassing the combined market share of the next five competitors [5]. - The total market size for China's e-commerce SaaS ERP is projected to be RMB 3.1 billion in 2024 [5]. - The company has developed a cloud-based e-commerce SaaS product that connects merchants with over 400 e-commerce platforms, significantly more than the industry average of fewer than 200 platforms [5]. Group 2: Customer Base and Retention - In 2024, the company is expected to serve 88,400 SaaS customers, while the industry average is fewer than 20,000 customers [5]. - The net customer revenue retention rate for the company is projected to be 115% in 2024 [5]. Group 3: Financial Performance - The company's revenues for the years 2022, 2023, and 2024 are approximately RMB 523 million, RMB 697 million, and RMB 910 million, respectively [9][10]. - The company reported losses of approximately RMB 5.07 billion, RMB 4.9 billion, and a profit of RMB 0.11 billion for the same years [9][10]. Group 4: Efficiency Metrics - The company's LTV/CAC ratio, which measures customer lifetime value against customer acquisition cost, has shown a market-leading trend, increasing from 6.2x in 2022 to 9.3x in 2024 [7]. - The percentage of customers purchasing two or more products from 聚水潭 has increased from 30.6% in 2022 to 37.7% in 2024 [7].