中国基金报 安曼
Ma Huateng has bought a share in a listed company again! This is the first 泛微 network of A-share online office.
On the evening of July 26, 泛微网络 issued an announcement stating that Wei Jinkun, the company’s second largest shareholder, intends to transfer 5% of its shares in the listed company through agreement transfer Tencent Industrial Investment Fund.
泛微网络 listed in 2017 is the first OA (office automation) share in the A-share market, with a market share of 23 %, it has an absolute advantage in the field of online office among enterprise users.
According to the 2019 annual report of 泛微网络, the gross profit margin of its software products exceeds 95%, which is called "Moutai in OA".
770 million shares in "OA Jie Maotai"
Tencent will become the largest institutional shareholder
According to the announcement, the total price of this transaction is 771 million yuan, an average of 72.6 yuan per share, which is equivalent to a 9.3% discount on the closing price on July 24.
After the completion of the stock delivery, Tencent Industrial Investment Fund will become the largest institutional shareholder of 泛微网络, and appoint a director to enter 泛微网络 Board of directors.
As of now, among the top ten shareholders of 泛微网络, the top four shareholders are all natural person shareholders, and the largest institutional shareholder is Shanghai Shuangchuang Jinxin Enterprise Management Partnership. , Holding 4.6% of the shares. After the completion of the equity delivery, Tencent Industrial Investment Fund will hold 5% of the shares and become the largest institutional equity fund.
Tencent said that they are optimistic about the future development of Panwei network , think Panwei network can have more synergy with tencent industry fund in its industry, and there will be more cooperation possibilities between the two parties in the future.
Tencent The fifth listed company that holds more than 5% of the shares
Although in recent years, Tencent industry Investment funds invest quite frequently. In the first half of 2020 alone, they invested in more than 60 start-up companies, but they rarely buy shares in listed companies.
According to the disclosure of Tencent, 泛微网络 is the fifth listed company that holds more than 5% of the shares published by Tencent Industrial Investment Fund.
Previously, Tencent once held the placards of NavInfo, Bosi Software, BBK, 永辉超市.
Industry insiders said, looking at TencentEvery shot is an important "duel" with Ali in a new field. NavInfo VS Ali’s high-precision positioning area of the Gaode map, Yonghui Supermarket, BBK VS Ali’s 大润发 and other new retail areas, this time Tencentshares 泛微网络, marking Tencent and Ali are once again in the field of enterprise OA.
Tencent&泛微网络 VS Ali&Lanling Software
During the epidemic, the smart office is hot, and Ali’s ug nails , tencent corporate WeChat, Toutiao Feishu, and Huawei Welink are all coveting this market. Because they are free, they have become the first choice for small and micro enterprises.
But among enterprise-level users, Tencent的企业微信 has not had a major breakthrough. With the support of Lanling Software, Ali’s DingTalk quickly upgraded users to large and medium-sized domestic enterprises.
In September 2018, Lan Ling announced that it had received a strategic investment of hundreds of millions of yuan from abab Dingding. The two parties went from strategic cooperation in 2014 to strategic investment. Connect sublimation to fusion.
It is worth mentioning that the headquarters of Lanling Software is located in the hinterland of Tencent Shenzhen, and its digital OA system has been used by China Merchants Group , Evergrande Group, Country Garden, 中信集团, Hisense Group, Shenzhen Energy, Sany Heavy Industry, Xugong Group, Tianhong Co., Ltd. and many other medium and large enterprises provide solutions. Target users cover multiple fields in different industries such as real estate, financial securities, energy, and manufacturing.
and Tencent just invested 泛微网络 is headquartered in Shanghai, East China is its base camp, and revenue exceeds half of the company's total revenue.
泛微网络 In an earlier interview with a reporter from China Times, Panwei is the first in the OA market, and the scale is probably second. Twice. Compared with its rivals, Pan Micro's advantage lies in its higher product complexity, more personalization and thicker solutions for large enterprises. He mentioned that one third of Fortune 500 companies and 20% of more than 3,000 listed companies are customers of the company.
According to the just announced 2019 annual report, 泛微网络 last year’s revenue was 1.2 billion yuan and net profit was 140 million yuan; and another OA giant listed on the Science and Technology Innovation Board ,致远联合 In 2019, it achieved a revenue of nearly 700 million yuan and a net profit of only more than 90 million yuan.
Among them, the annual report shows that the gross profit margin of Pan Micro's software products exceeds 95%, while the gross profit margin of Zhiyuan is only 70%. It can be seen that 泛微网络 is not only the largest company in the domestic OA field, but also the most profitable company in the domestic OA field. It can be called "Moutai in OA."
Now, Tencent深合作泛微网络 After the enterprise WeChat will be nailed again, we will wait and see what the battle situation is...
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