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腾讯音乐拟以逾90亿元全面收购喜马拉雅;南京商旅回应“苏超”火爆出圈丨消费早参
Mei Ri Jing Ji Xin Wen· 2025-06-10 23:32
Group 1 - Nanjing Tourism Company responds to the popularity of "Su Chao," indicating it boosts cultural and tourism consumption in Jiangsu Province and is expected to positively impact Nanjing's tourism market [1] - The company needs to optimize services and implement precise marketing strategies to convert the event's benefits into revenue growth [1] Group 2 - Hengdian Film Company plans to establish a holding subsidiary with its wholly-owned subsidiary, Zhejiang Hengdian Film Co., Ltd., to invest and manage cinema projects [2] - The new subsidiary will have a registered capital of RMB 50 million, with Hengdian Film contributing RMB 45 million, representing 90% of the capital [2] - This move aims to expand Hengdian Film's market share in the cinema industry and enhance its competitive position [2] Group 3 - Tencent Music Entertainment Group announces a plan to fully acquire Ximalaya for approximately RMB 90.6 billion, including cash and stock options [3] - The acquisition aims to integrate audio content ecosystems and expand Tencent Music's market share in the long audio sector [3] - This move is expected to strengthen Tencent Music's leading position in the audio content field while providing Ximalaya with enhanced resources and development opportunities [3] Group 4 - Seven government departments jointly issued a plan to promote the digital transformation of the food industry, aiming for an 80% digital management penetration rate among key food enterprises by 2027 [4] - The plan includes the establishment of over 10 smart factories and 5 high-standard digital parks, along with the implementation of numerous digital demonstration projects [4] - Food companies are encouraged to seize policy opportunities to accelerate digital upgrades, enhancing their competitiveness and efficiency [4]
“耳朵经济”迎来产业整合 腾讯音乐拟收购喜马拉雅
郭晨凯 制图 ◎记者 杨翔菲 林超 在线音频领域重要收购案落地。 6月10日,腾讯音乐娱乐集团(简称"腾讯音乐")在纽交所和港交所发布公告称,与喜马拉雅及其他若 干订约方就拟收购喜马拉雅签订并购协议及计划。 至此,喜马拉雅这一在线音频龙头企业,最终选择放弃IPO之路。据记者测算,此次交易总对价预计超 200亿元人民币。虽然较首次冲刺IPO时的超300亿元估值大幅缩水,但是市场人士认为,在资本市场 IPO低迷阶段,喜马拉雅通过并购重组实现资产证券化,也不失为明智之举。 "喜马拉雅将不忘初心,继续用声音分享人类智慧,用声音服务美好生活。"针对此次交易,喜马拉雅创 始人兼CEO余建军在接受上海证券报记者采访时表示。 头豹研究院数据显示,在中国,每3个人中就有1人是在线音频产品的受众。截至2023年,喜马拉雅的月 度活跃用户已超3亿。这意味着,一场覆盖数亿用户的行业变革已拉开序幕。 数据背后,不仅是在线娱乐领域用户流量的深度聚合,更预示着数字内容生态在用户规模层面的破界重 构。 腾讯音乐拟收购喜马拉雅 收盘的最新市值287亿美元测算,上述股权价值约16亿美元。叠加现金收购部分的12.6亿美元,此次交 易总对价约为28 ...
困局之下,喜马拉雅再传“卖身”腾讯音乐?
Jin Rong Jie· 2025-04-28 11:09
早在三四年前,腾讯音乐(01698.HK)就和喜马拉雅传出了收购绯闻;。据悉,彼时双方探讨了合作的 可能性,但管理权分配等核心问题未能达成一致意见。 此后,腾讯音乐和喜马拉雅之间时不时就传出收购相关的消息。而在日前,又有媒体报道称,腾讯音乐 和喜马拉雅就收购事项进行了磋商,但交易价格较之前大幅下降。 不过,对于此事,腾讯音乐表示,类似的消息早就有传播;喜马拉雅则回应称,不知晓出售;一事。 值得一提的是,喜马拉雅是音频领域的头部企业,为何屡屡传出卖身;消息? 这主要是因为喜马拉雅自身正面临困局,这或许也是传闻中说交易价格较之前大幅下降的原因所在。 最近几年,喜马拉雅频繁传出战略摇摆不定、人事变动、裁员、上市未遂等问题。 另外,在业绩方面,根据此前披露的招股书,2021-2023年期间,喜马拉雅分别实现营收58.57(人民 币,下同)亿元、60.61亿元、61.63亿元;调整后净利润分别为-7.18亿元、-2.96亿元及2.24亿元。 总的来看,虽然调整后净利润在2023年实现了盈利,但营收增速在放缓。 更关键的是,喜马拉雅还有着音频行业局限性的问题。 一方面,短视频的出现给知识付费在内的音频行业带来了明显冲击; ...