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分众传媒计划以83亿元收购新潮传媒100%股权:有助于行业资源整合并做优做强
IPO早知道· 2025-04-09 14:16
政策鼓励上市公司通过并购重组做优做强,提高质量。 本文为IPO早知道原创 作者| Stone Jin 微信公众号|ipozaozhidao 据 IPO早知道消息, 分众传媒信息技术股份有限公司 (以下简称 " 分众传媒 ")计划通过 发行股份 及支付现金的方式购买新潮传媒 100%的股权 ,预估值为 83亿元人民币。 本次交易完成后, 分众传媒 拟聘任 新潮传媒创始人 张继学担任 上市公司 副总裁和首席增长官。 根 据 公 告 信 息 , 83 亿 元 的 预 估 值 较 新 潮 传 媒 截 至 2024 年 9 月 30 日 未 经 审 计 的 净 资 产 增 值 142.51%。 2022年、2023年以及2024年前三季度, 新潮传媒 的净亏损分别为 4.69亿元、2.79亿 元以及510万元。 当然,这也意味着,包括京东、百度、好未来、红星美凯龙、顾家家居、欧普照明等战略投资方,以 及源码资本、元璟资本等 VC 均将通过并购的方式完成退出。(注:其中分众传媒向京东发行的股 份将限售 12个月且自12个月后分批解禁) 新潮传媒创始人张继学曾向「明亮公司」透露:"京东投了我们4亿美元,百度投了2亿美元。到 ...
新潮传媒张继学:社区广告是打造品牌的最有效方式
IPO早知道· 2024-11-21 14:26
以下文章来源于明亮公司 ,作者主编24小时在线 明亮公司 . 追踪新商业、好公司,提供一手情报与领先认知。 作者:苏打 出品:明亮公司 "人口出生率下降,房价下降,GDP不怎么增长。经济难不难?难,但是不管有多难,只要技术不大 变革的行业,前40%的企业都能活下来,前20%的企业就能活得好,TOP3就能活得非常好。" 11月19日,新潮传媒创始人、董事长张继学在存量时代的增长之道暨中国新潮品牌大会2024现场分 享中透露,截至目前, 全球TOP100强的广告客户中,已有80个与新潮传媒达成合作。创业11年, 新潮已是中国社区媒体第一名 。 现场,张继学对目前新潮的点位数量和位置两个信息作出"更新"。截至目前,新潮在点位数量方面的 市场占比约为44%,其中约80%分布在一线和新一线城市。 "谁不知道一线城市有大鱼, 所以我们租了很多(点位)。目前为止80多亿融资,我们用了50多亿来 租点位 。目前屏最多的城市是北上广深,全国共覆盖200多个城市。"张继学在群访环节透露。 2017年5月24日,新潮在北京召开完新闻发布会后,一周之内有10个VC投资方找到张继学,希望了 解公司。他隐约觉得"风口来了"。融到资之后, ...
国金证券:晨讯-20240812
国金证券· 2024-08-12 07:12
Financial Data and Key Indicators Changes - The Shanghai Composite Index closed at 2,862.19, down 0.27% on the day and down 3.79% year-to-date [4][5] - The Shenzhen Component Index closed at 8,393.70, down 0.62% on the day and down 11.87% year-to-date [4][5] - The Northbound funds recorded a net sell of 77.65 billion, with a cumulative net sell of 17.43 billion year-to-date [6] Business Line Data and Key Indicators Changes - The mechanical sector benefits from cyclical recovery, while the power equipment sector benefits from electricity reforms [13] - The pharmaceutical sector is supported by policy catalysts and overseas interest [13] Market Data and Key Indicators Changes - The Hang Seng Index increased by 1.17% to close at 17,090.23, with a year-to-date increase of 0.25% [4][5] - The total trading volume in the Shanghai and Shenzhen markets was 563.1 billion [4] Company Strategy and Development Direction and Industry Competition - The company focuses on traditional business stability while expanding into hydrogen and flexible power generation, aiming for growth in these areas [23] - The strategy includes leveraging high dividend yields and exploring new business opportunities to counteract declining ARPU values [17] Management's Comments on Operating Environment and Future Outlook - Management noted that macroeconomic factors are primarily responsible for revenue growth slowdown, with market competition also playing a role [17] - The outlook remains cautious due to potential risks in capital expenditure and the pace of 5G commercialization [17] Other Important Information - The CPI increased by 0.5% year-on-year in July, driven by both food and non-food items, indicating inflationary pressures [19] - The company anticipates continued focus on high dividend-paying stocks and sectors with strong earnings growth potential [21] Q&A Session All Questions and Answers Question: What are the key risks facing the telecommunications sector? - The main risks include capital expenditures falling short of expectations, slower-than-expected progress in the 5G industry chain, and challenges in AI application deployment [17] Question: How does the company plan to address declining ARPU values? - The company aims to stimulate new demand through successful transformation and new business initiatives [17] Question: What is the outlook for the hydrogen energy sector? - The company is optimistic about the growth potential in the hydrogen sector, supported by its early investments and technological advancements [23]