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鱼泡泡幺
2020-07-08
$国美零售(00493)$
现在涨又是为什么,老黄你欠我一个解释
鱼泡泡幺
2020-02-14
$国美零售(00493)$
为什么?怂货怎么了
鱼泡泡幺
2020-09-14
$美光科技(MU)$
今天为什么涨
鱼泡泡幺
2020-06-26
$国美零售(00493)$
还能继续涨吗
鱼泡泡幺
2021-06-30
$Luminar Technologies, Inc.(LAZR)$
为啥老跌呢
鱼泡泡幺
2021-02-02
$Clubhouse Media Group Inc(CMGR)$
为什么买不了
鱼泡泡幺
2020-09-16
$国美零售(00493)$
你tm的阿斗,扶不上手
鱼泡泡幺
2020-02-18
$国美零售(00493)$
操 又是这货揍性
鱼泡泡幺
2021-02-01
$国美零售(00493)$
散户们行动起来,学习游戏驿站 啊
鱼泡泡幺
2020-09-03
$特斯拉(TSLA)$
180再买吧
鱼泡泡幺
2019-12-11
$国美零售(00493)$
吊国美稳得一塌糊涂
鱼泡泡幺
2021-11-09
$Luminar Technologies, Inc.(LAZR)$
盘前将近70个点没有做差价 哭晕
鱼泡泡幺
2021-11-09
$Luminar Technologies, Inc.(LAZR)$
一直拿着吗 兄弟们
鱼泡泡幺
2020-01-14
$国美零售(00493)$
光头啥时间出来
鱼泡泡幺
2019-12-19
你
$特斯拉(TSLA)$
牛逼呀
鱼泡泡幺
2019-03-07
$国美电器(00493)$ 废猫扶不上墙!垃圾
鱼泡泡幺
2018-10-24
$特斯拉(TSLA)$ 先睡为敬 明早20%
鱼泡泡幺
2021-04-01
之前跌成狗
B站以9.6亿港元战略投资心动公司
鱼泡泡幺
2020-07-02
$国美零售(00493)$
垃圾啊
鱼泡泡幺
2020-04-09
$顺风清洁能源(01165)$
这是个坐庄的妖股
去老虎APP查看更多动态
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拿哪支股票最推荐呢","listText":"所以我们拿哪支股票最推荐呢","text":"所以我们拿哪支股票最推荐呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602807092","repostId":"601121670","repostType":1,"repost":{"id":601121670,"gmtCreate":1638499570245,"gmtModify":1638500200683,"author":{"id":"3571203350393745","authorId":"3571203350393745","name":"读懂港美股","avatar":"https://static.tigerbbs.com/4fd812dbaabe40f56b43f27c610cc4bf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571203350393745","idStr":"3571203350393745"},"themes":[],"title":"靴子落地!电子烟终于被正名,未来将何去何从?","htmlText":"<a 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在文章开始之前呢,先问一个问题,大家觉得什么才是好的生意呢?男人的烟酒,女人的医美。 为什么这些是好的生意?因为这些行业有一个致命的产品特性:具有成瘾性! 而电子烟呢,无疑是这个赛道中的洼地。所以今天呢,我们就来聊聊最近热议的电子烟行业吧。 一、行业靴子落地 首先呢,我们来看看什么是电子烟。 电子烟是指利用电子雾化设备加热烟油,获得模拟真实香烟抽吸感受的产品。电子烟含有一定量的尼古丁(3%-5%),同时还可以添加多种口味。 许多人认为电子烟有害物质远小于传统香烟,但这个观点并没有得到权威的科学认证。 对于电子烟这个行业来说,最大的不确定因素就是政策监管,我国对新型烟草的监管政策一直没有落地。 11月26日,有关部门针对《中华人民共和国烟草专卖法实施条例》增加第65条:电子烟等新型烟草参照本条例的有关规定执行。电子烟行业政策靴子落地,这对整个电子烟行业产业链来说是持续利好。 有关部门将电子烟纳入监管范围,意味着我国认可电子烟等新型烟草的合法销售地位,利好正规经营的电子烟产业链相关企业。梳理我国对电子烟相关政策,可以发现电子烟行业的靴子逐步落地,监管正在有序展开。 有人可能会说电子烟的风险很大,但是","text":"$思摩尔国际(06969)$ $RLX科技(RLX)$ $华宝股份(300741)$ 嗨,大家好,我是晓艺~ 在文章开始之前呢,先问一个问题,大家觉得什么才是好的生意呢?男人的烟酒,女人的医美。 为什么这些是好的生意?因为这些行业有一个致命的产品特性:具有成瘾性! 而电子烟呢,无疑是这个赛道中的洼地。所以今天呢,我们就来聊聊最近热议的电子烟行业吧。 一、行业靴子落地 首先呢,我们来看看什么是电子烟。 电子烟是指利用电子雾化设备加热烟油,获得模拟真实香烟抽吸感受的产品。电子烟含有一定量的尼古丁(3%-5%),同时还可以添加多种口味。 许多人认为电子烟有害物质远小于传统香烟,但这个观点并没有得到权威的科学认证。 对于电子烟这个行业来说,最大的不确定因素就是政策监管,我国对新型烟草的监管政策一直没有落地。 11月26日,有关部门针对《中华人民共和国烟草专卖法实施条例》增加第65条:电子烟等新型烟草参照本条例的有关规定执行。电子烟行业政策靴子落地,这对整个电子烟行业产业链来说是持续利好。 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18:03","market":"hk","language":"zh","title":"激光雷达公司Luminar(LAZR)盘前涨超30% 该公司正与英伟达(NVDA)进行合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2182070196","media":"凤凰网港股","summary":"凤凰网港股|激光雷达公司Luminar(LAZR)盘前涨超30%,报22.90美元。消息称,Luminar正与英伟达(NVDA)进行合作,将该公司的技术用于英伟达的自动驾驶平台。","content":"<html><body><p>凤凰网港股|激光雷达公司Luminar(LAZR)盘前涨超30%,报22.90美元。</p><p>消息称,Luminar正与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA)进行合作,将该公司的技术用于英伟达的自动驾驶平台。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>激光雷达公司Luminar(LAZR)盘前涨超30% 该公司正与英伟达(NVDA)进行合作</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n激光雷达公司Luminar(LAZR)盘前涨超30% 该公司正与英伟达(NVDA)进行合作\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039806269\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2021-11-09 18:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>凤凰网港股|激光雷达公司Luminar(LAZR)盘前涨超30%,报22.90美元。</p><p>消息称,Luminar正与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA)进行合作,将该公司的技术用于英伟达的自动驾驶平台。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"LAZR":"Luminar Technologies, Inc.","NVDA":"英伟达"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=267c03c3fa8f9d7afb566cdbc7871620","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2182070196","content_text":"凤凰网港股|激光雷达公司Luminar(LAZR)盘前涨超30%,报22.90美元。消息称,Luminar正与英伟达(NVDA)进行合作,将该公司的技术用于英伟达的自动驾驶平台。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861392644,"gmtCreate":1632454613188,"gmtModify":1632454613188,"author":{"id":"174814141049888","authorId":"174814141049888","name":"鱼泡泡幺","avatar":"https://static.laohu8.com/bb6a1ba5e5f91e325267b9f829387bc5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"174814141049888","idStr":"174814141049888"},"themes":[],"htmlText":"为什么涨了[微笑] ","listText":"为什么涨了[微笑] ","text":"为什么涨了[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/861392644","repostId":"2168095955","repostType":2,"repost":{"id":"2168095955","pubTimestamp":1632104473,"share":"https://www.laohu8.com/m/news/2168095955?lang=&edition=full","pubTime":"2021-09-20 10:21","market":"hk","language":"zh","title":"中粮家佳康盘中异动 早盘大幅下挫5.06%报2.251港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2168095955","media":"自选股智能写手","summary":"2021年09月20日早盘10时21分,中粮家佳康股票出现波动,股价大幅跳水5.06%。截至发稿,该股报2.251港元/股,成交量356.4万股,换手率0.09%,振幅5.06%。资金方面,该股资金流入258.833万港元,流出514.148万港元。中粮家佳康股票所在的禽畜肉类行业中,整体跌幅为0.16%。其相关个股中,惠生国际、普甜食品、百利达集团控股涨幅较大,振幅较大的相关个股有惠生国际、中粮家佳康、雨润食品,振幅分别为6.25%、4.64%、2.47%。","content":"<html><body><article><p>2021年09月20日早盘10时21分,<a href=\"https://laohu8.com/S/01610\">中粮家佳康</a>(01610.hk)股票出现波动,股价大幅跳水5.06%。截至发稿,该股报2.251港元/股,成交量356.4万股,换手率0.09%,振幅5.06%。</p><p>资金方面,该股资金流入258.833万港元,流出514.148万港元。</p><p>最近的财报数据显示,该股实现营业收入90.17亿港元,净利润-5.11亿港元,每股收益-0.13港元,毛利1.39亿港元,市盈率1.84倍。</p><p>机构评级方面,在所有4家参与评级的机构中,50%的券商给予买入建议,50%的券商给予持有建议,无券商给予卖出建议。</p><p>中粮家佳康股票所在的禽畜肉类行业中,整体跌幅为0.16%。其相关个股中,<a href=\"https://laohu8.com/S/01340\">惠生国际</a>、<a href=\"https://laohu8.com/S/01699\">普甜食品</a>、<a href=\"https://laohu8.com/S/08179\">百利达集团控股</a>涨幅较大,振幅较大的相关个股有惠生国际、中粮家佳康、<a href=\"https://laohu8.com/S/01068\">雨润食品</a>,振幅分别为6.25%、4.64%、2.47%。</p><p>中粮家佳康公司简介:中粮家佳康食品有限公司(原名:中粮肉食控股有限公司)是一家投资控股公司。该公司及其子公司主要从事猪肉及国际贸易业务。该公司主要通过四大分部运营。生猪养殖分部销售生猪。生鲜猪肉分部销售生鲜冷冻猪肉产品。肉制品分部包括肉制品销售业务。肉类进口分部销售进口冷冻肉类产品,如:猪肉、牛肉、羊肉、羔羊肉及禽肉。该公司将产品分销至分销商、批发商、大卖场、超市、食品加工商、餐厅及食堂等。</p><p>(以上内容为自选股<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>机器写手Money Call完成,仅作为用户看盘参考,不作为交易依据。)</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中粮家佳康盘中异动 早盘大幅下挫5.06%报2.251港元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中粮家佳康盘中异动 早盘大幅下挫5.06%报2.251港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-20 10:21 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210920102114775738b4&s=b><strong>自选股智能写手</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年09月20日早盘10时21分,中粮家佳康(01610.hk)股票出现波动,股价大幅跳水5.06%。截至发稿,该股报2.251港元/股,成交量356.4万股,换手率0.09%,振幅5.06%。资金方面,该股资金流入258.833万港元,流出514.148万港元。最近的财报数据显示,该股实现营业收入90.17亿港元,净利润-5.11亿港元,每股收益-0.13港元,毛利1.39亿港元,市盈率...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210920102114775738b4&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fc9bc33ffd09192c45b0801994426c91","relate_stocks":{"01610":"中粮家佳康"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210920102114775738b4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2168095955","content_text":"2021年09月20日早盘10时21分,中粮家佳康(01610.hk)股票出现波动,股价大幅跳水5.06%。截至发稿,该股报2.251港元/股,成交量356.4万股,换手率0.09%,振幅5.06%。资金方面,该股资金流入258.833万港元,流出514.148万港元。最近的财报数据显示,该股实现营业收入90.17亿港元,净利润-5.11亿港元,每股收益-0.13港元,毛利1.39亿港元,市盈率1.84倍。机构评级方面,在所有4家参与评级的机构中,50%的券商给予买入建议,50%的券商给予持有建议,无券商给予卖出建议。中粮家佳康股票所在的禽畜肉类行业中,整体跌幅为0.16%。其相关个股中,惠生国际、普甜食品、百利达集团控股涨幅较大,振幅较大的相关个股有惠生国际、中粮家佳康、雨润食品,振幅分别为6.25%、4.64%、2.47%。中粮家佳康公司简介:中粮家佳康食品有限公司(原名:中粮肉食控股有限公司)是一家投资控股公司。该公司及其子公司主要从事猪肉及国际贸易业务。该公司主要通过四大分部运营。生猪养殖分部销售生猪。生鲜猪肉分部销售生鲜冷冻猪肉产品。肉制品分部包括肉制品销售业务。肉类进口分部销售进口冷冻肉类产品,如:猪肉、牛肉、羊肉、羔羊肉及禽肉。该公司将产品分销至分销商、批发商、大卖场、超市、食品加工商、餐厅及食堂等。(以上内容为自选股智能机器写手Money Call完成,仅作为用户看盘参考,不作为交易依据。)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860555130,"gmtCreate":1632190953820,"gmtModify":1632190953820,"author":{"id":"174814141049888","authorId":"174814141049888","name":"鱼泡泡幺","avatar":"https://static.laohu8.com/bb6a1ba5e5f91e325267b9f829387bc5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"174814141049888","idStr":"174814141049888"},"themes":[],"htmlText":"骂得好","listText":"骂得好","text":"骂得好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/860555130","repostId":"860257872","repostType":1,"isVote":1,"tweetType":1,"viewCount":1949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175293838,"gmtCreate":1627032266824,"gmtModify":1627032266824,"author":{"id":"174814141049888","authorId":"174814141049888","name":"鱼泡泡幺","avatar":"https://static.laohu8.com/bb6a1ba5e5f91e325267b9f829387bc5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"174814141049888","idStr":"174814141049888"},"themes":[],"htmlText":"鹿晗什么鬼","listText":"鹿晗什么鬼","text":"鹿晗什么鬼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175293838","repostId":"2153462617","repostType":2,"repost":{"id":"2153462617","pubTimestamp":1626920742,"share":"https://www.laohu8.com/m/news/2153462617?lang=&edition=full","pubTime":"2021-07-22 10:25","market":"us","language":"zh","title":"风华秋实上市失利:招股文件“失效”,严重依赖鹿晗和腾讯音乐","url":"https://stock-news.laohu8.com/highlight/detail?id=2153462617","media":"贝多财经","summary":"7月22日,港交所披露的信息显示,风华秋实集团控股有限公司的上市申请状态变为“失效”。这意味着,风华秋实首次冲刺港股上市失利。若要继续上市进程,风华秋实需要更新资料并重新申请。根据招股书,音乐版权许可及音乐录制业务为风华秋实的主要业务。风华秋实在招股书中披露风险时称,其未来的财务表现将取决于腾讯音乐。2015年,风华秋实更是和鹿晗订立了一份独家音乐合约,并发布了鹿晗的首张个人专辑《Reloaded》。","content":"<html><body><p><font>7月22日,港交所披露的信息显示,风华秋实集团控股有限公司(下称“风华秋实”)的上市申请状态变为“失效”。这意味着,风华秋实首次冲刺港股上市失利。</font></p><p><font>据贝多财经了解,风华秋实曾在2021年1月22日在港交所递交招股书,至今已有6个月,未能获得有效进展。若要继续上市进程,风华秋实需要更新资料并重新申请。</font></p><p><img src=\"http://k.sinaimg.cn/n/sinakd20210722ac/534/w800h534/20210722/2836-2dc6943f826e64566c6d3035926ccf51.jpg/w720fin.jpg\"/></p><p><font>根据公开信息,风华秋实的前身为2010年成立的北京风华,其联合创始人李辉、黄桢峰和唐宇啸投资千万元筹办“怒放”摇滚英雄中国演唱会巡演。2011年,风华秋实开始建立音乐库,逐步开展音乐版权许可相关业务。</font></p><p><font>此前的招股书显示,2018年、2019年和2020年前三季度,风华秋实的收入分别约为1.00亿元、0.56亿元和0.59亿元,净利润分别约为0.19亿元、0.19亿元和0.45亿元。</font></p><p><img src=\"http://k.sinaimg.cn/n/sinakd20210722ac/520/w1172h948/20210722/84cf-f758eb5b4cfc964c4c99c50857857c7a.png/w720fin.jpg\"/></p><p><font>根据招股书,音乐版权许可及音乐录制业务为风华秋实的主要业务。报告期内,风华秋实该项业务的营收分别为3044.4万元、5056.0万元和5731.3万元,占比分别为30.3%、90.9%和98.0%。</font></p><p><img src=\"http://k.sinaimg.cn/n/sinakd20210722ac/698/w1156h342/20210722/dbb0-082da56e96d1e66c25bbf7bd816d2e0a.png/w720fin.jpg\"/></p><p><font>贝多财经发现,风华秋实的收入主要依赖于其大客户、纽交所上市公司——<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>娱乐集团(NYSE:TME,下称腾讯音乐)。2018年、2019年和2020年前三季度,腾讯音乐贡献的收入占比分别约为26.2%、78.6%和70.7%。</font></p><p><font>风华秋实在招股书中披露风险时称,其未来的财务表现将取决于腾讯音乐。而腾讯音乐的成功则取决于若干因素,包括其精选曲目、音乐作品的观众喜好、市场接受度等。</font></p><p><font>于往绩记录期间,风华秋实的音乐库拥有425件音乐作品(其中11件尚未发布),391件由该公司制作。根据介绍,这些音乐涵盖了各种流派,包括摇滚、流行、流行摇滚、民谣及其他。</font></p><p><font>除了音乐版权许可及音乐录制业务,风华秋实也在经营演唱会主办及制作、艺人管理业务。据了解,其最早服务的艺人包括汪峰等。2012年,风华秋实与摇滚乐队黑豹乐队订立了独家全领域合约。</font></p><p><font>2015年,风华秋实更是和鹿晗订立了一份独家音乐合约,并发布了鹿晗的首张个人专辑《Reloaded》。报告期内,鹿晗(鹿晗集团)占据了风华秋实的总采购成本的比例约为35.8%、46.1%和22.8%。</font></p><p><font>招股书显示,鹿晗在2018年、2019年和2020年前三季度的直接应占收入(恭贡献)金额分别为约7090万元、1420万元和720万元,分别占其总收入的约70.6%、25.5%和12.3%。</font></p><p><font>早前,风华秋实联合创始人黄桢峰曾在采访中表示,“我们和鹿晗的合作是相当有默契的,彼此也很信任。在他回国后,我们必须要做出带有他本人标签的作品,突出他作为歌手的身份和气质。”</font></p><p><font>截至报告期末,风华秋实共管理10名艺人和10名练习生艺人,其中包括黑豹乐队(自2012年起)、鹿晗(自2015年起)、郝云(自2016年起)及赵照(自2016年起)等。</font></p><p><font>此次赴港上市,风华秋实拟将募集资金用于为公司现有及未来的艺人制作专辑的成本,包括创词作曲、音乐管理、录制、混音及母带制作、照片和MV的制作及后期制作、营销及宣传产生的成本等。</font></p></body></html>","source":"sina_symbol","collect":0,"html":"<!DOCTYPE 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n风华秋实上市失利:招股文件“失效”,严重依赖鹿晗和腾讯音乐\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 10:25 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_7405682050_1b969bd8200100xlr7.html><strong>贝多财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月22日,港交所披露的信息显示,风华秋实集团控股有限公司(下称“风华秋实”)的上市申请状态变为“失效”。这意味着,风华秋实首次冲刺港股上市失利。据贝多财经了解,风华秋实曾在2021年1月22日在港交所递交招股书,至今已有6个月,未能获得有效进展。若要继续上市进程,风华秋实需要更新资料并重新申请。根据公开信息,风华秋实的前身为2010年成立的北京风华,其联合创始人李辉、黄桢峰和唐宇啸投资千万元筹办...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_7405682050_1b969bd8200100xlr7.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e4cfb506ffb58f1fc2c6e75a4e50dab8","relate_stocks":{"TME":"腾讯音乐"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://k.sina.cn/article_7405682050_1b969bd8200100xlr7.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153462617","content_text":"7月22日,港交所披露的信息显示,风华秋实集团控股有限公司(下称“风华秋实”)的上市申请状态变为“失效”。这意味着,风华秋实首次冲刺港股上市失利。据贝多财经了解,风华秋实曾在2021年1月22日在港交所递交招股书,至今已有6个月,未能获得有效进展。若要继续上市进程,风华秋实需要更新资料并重新申请。根据公开信息,风华秋实的前身为2010年成立的北京风华,其联合创始人李辉、黄桢峰和唐宇啸投资千万元筹办“怒放”摇滚英雄中国演唱会巡演。2011年,风华秋实开始建立音乐库,逐步开展音乐版权许可相关业务。此前的招股书显示,2018年、2019年和2020年前三季度,风华秋实的收入分别约为1.00亿元、0.56亿元和0.59亿元,净利润分别约为0.19亿元、0.19亿元和0.45亿元。根据招股书,音乐版权许可及音乐录制业务为风华秋实的主要业务。报告期内,风华秋实该项业务的营收分别为3044.4万元、5056.0万元和5731.3万元,占比分别为30.3%、90.9%和98.0%。贝多财经发现,风华秋实的收入主要依赖于其大客户、纽交所上市公司——腾讯音乐娱乐集团(NYSE:TME,下称腾讯音乐)。2018年、2019年和2020年前三季度,腾讯音乐贡献的收入占比分别约为26.2%、78.6%和70.7%。风华秋实在招股书中披露风险时称,其未来的财务表现将取决于腾讯音乐。而腾讯音乐的成功则取决于若干因素,包括其精选曲目、音乐作品的观众喜好、市场接受度等。于往绩记录期间,风华秋实的音乐库拥有425件音乐作品(其中11件尚未发布),391件由该公司制作。根据介绍,这些音乐涵盖了各种流派,包括摇滚、流行、流行摇滚、民谣及其他。除了音乐版权许可及音乐录制业务,风华秋实也在经营演唱会主办及制作、艺人管理业务。据了解,其最早服务的艺人包括汪峰等。2012年,风华秋实与摇滚乐队黑豹乐队订立了独家全领域合约。2015年,风华秋实更是和鹿晗订立了一份独家音乐合约,并发布了鹿晗的首张个人专辑《Reloaded》。报告期内,鹿晗(鹿晗集团)占据了风华秋实的总采购成本的比例约为35.8%、46.1%和22.8%。招股书显示,鹿晗在2018年、2019年和2020年前三季度的直接应占收入(恭贡献)金额分别为约7090万元、1420万元和720万元,分别占其总收入的约70.6%、25.5%和12.3%。早前,风华秋实联合创始人黄桢峰曾在采访中表示,“我们和鹿晗的合作是相当有默契的,彼此也很信任。在他回国后,我们必须要做出带有他本人标签的作品,突出他作为歌手的身份和气质。”截至报告期末,风华秋实共管理10名艺人和10名练习生艺人,其中包括黑豹乐队(自2012年起)、鹿晗(自2015年起)、郝云(自2016年起)及赵照(自2016年起)等。此次赴港上市,风华秋实拟将募集资金用于为公司现有及未来的艺人制作专辑的成本,包括创词作曲、音乐管理、录制、混音及母带制作、照片和MV的制作及后期制作、营销及宣传产生的成本等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175838145,"gmtCreate":1627020810987,"gmtModify":1627020810987,"author":{"id":"174814141049888","authorId":"174814141049888","name":"鱼泡泡幺","avatar":"https://static.laohu8.com/bb6a1ba5e5f91e325267b9f829387bc5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"174814141049888","idStr":"174814141049888"},"themes":[],"htmlText":"<a 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11:31","market":"hk","language":"zh","title":"B站以9.6亿港元战略投资心动公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1150965815","media":"老虎资讯综合","summary":"4月1日,哔哩哔哩宣布以约9.6亿港元战略投资心动公司,双方将在游戏领域建立合作关系。根据协议,B站将以42.38港元/股的价格认购心动公司发行的普通股22,660,000股,总认购价格约为9.6亿港","content":"<p>4月1日,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>宣布以约9.6亿港元战略投资<a href=\"https://laohu8.com/S/02400\">心动公司</a>,双方将在游戏领域建立合作关系。根据协议,B站将以42.38港元/股的价格认购心动公司发行的普通股22,660,000股,总认购价格约为9.6亿港元。交易完成后,B站将持有心动公司约4.72%股权。</p><p>截止发稿,心动公司涨近10%,报51.35港元。</p><p><img src=\"https://static.tigerbbs.com/a856c201d5395cf87917cf6086270fac\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>此外,今日早盘开市前,心动公司发布公告称,将发行总额2.8亿美元5年期可转债,同时进行约11.15亿港元(约合1.4亿美元)的新股配售。</p><p>本次心动共募得资金净额约4.2亿美元。其中,可转债拟向不少于6名独立债券持有人发售;而配售的承配人为B站、阿里巴巴集团。</p><p>本次配售新发2631.8万股,占公司经配售扩大后已发行股份约5.48%,B站承配2266万股,将持有配售后心动已发行股份的4.72%,阿里巴巴集团承配365.8万股,将持有配售后心动已发行股份的0.76%。</p><p>心动公告称,本次配售旨在加强公司的财务状况,并为公司的扩展及增长计划提供长期资金。</p><p>“配售所得款项拟定用途,与公司策略重点一致,即提升游戏开发能力,进一步丰富游戏组合及增加活跃用户群,”公告显示,“董事认为扩大公司的股东基础及资本基础,符合公司利益。”</p><p>外界对于B站、阿里巴巴集团参与心动的配售高度关注,尤其配售后B站持有心动股份接近5%,令市场预期未来心动与B站是否会有更紧密的战略合作关系。</p><p>心动方面称:公司将与B站一起努力促成更多、更广泛的商业互利合作。</p><p>B站方面表示:预计B站入股后,双方将围绕心动网络旗下游戏以及TapTap,展开一系列深入合作。</p><p><b>公司战略与治理料不受配售影响</b></p><p>据公告,在完成配售,以及假定可转债以初步转换价全部转为公司股份后,黄一孟、戴云杰等公司管理团队仍将拥有心动已发行股份的47.3%,公司发展战略和治理结构等,应不会受到配售影响而出现变化。</p><p>在本次募集资金的用途方面,可转债与配售所募资金将分别用于提升研发能力与游戏组合、自研游戏与 TapTap 的推广和运营、潜在收购及策略性投资、一般企业用途等四大类。</p><p>具体而言,通过此次募资所募集的4.2亿美元中,约有53%用于研发、24%用于营销及推广、6%用于潜在收购及策略性投资以及17%用于补充营运资金。</p><p>本次可转债的初步转换价为63.45港元,较3月31日收盘价溢价35%;配售价为42.38港元,较3月31日收盘价折让约9.83%。</p><p>“可转债溢价率、配售价折让率,都在目前港股市场一般预期之内。”一位熟悉香港资本市场的买方人士表示。</p><p>公告表示,配售与发行可转债的相关条款公平合理,按一般商业条款订立,并符合公司及股东整体利益。</p><p><b>B站入股心动:未来合作可期?</b></p><p>本次公告最受市场关注的,是B站将在配售后拥有心动4.72%股份,鉴于两家公司在业务上的关联性,有市场人士认为,双方或将在配售基础上,开展更深入的合作。</p><p>根据B站近期发布的2020年四季报,公司游戏业务收入11.3亿元,占整体营收比重29%。心动2020年财报则显示,公司游戏收入23.3亿元,占整体营收82%。</p><p>有趣的是,作为2020年爆款游戏的米哈游《原神》,在国内安卓市场正选择了B站以及心动TapTap作为合作方。</p><p>游戏圈内认为,《原神》的发行模式,或将给行业未来的爆款大作一些启示,即一款手游作品的成功,更多的将来源于内容本身是否优质。而B站和TapTap等平台拥有的优质资源,也将帮助CP把更多精力用于研发内容,并有望助力其降低营销费用比重。</p><p>除此以外,未来双方自研及代理作品,可否获得彼此更多资源支持;以及B站与TapTap社区未来是否有合作空间,都因为本次配售而引发市场期待。</p><p>接近心动管理层的人士表示:心动一直都以开放的态度,把所有的同行公司视为未来长期的合作伙伴,包括B站也一样。B站作为视频平台所服务的用户群,以及作为游戏厂商所发行或研发的游戏产品,未来与心动都有非常大的合作空间。</p><p>接近B站人士则称:社区是优质内容发酵最好的土壤。这一点在视频方面,B站已经充分作出证明。游戏未来也一样,社区将深刻改变游戏的生态。B站与心动的合作基因来自于此。</p><p><b>心动自研投入决心大 对外合作“积极开放”</b></p><p>根据公告,本次募集的资金中,大比例的资金将用以提升公司研发能力,由此可见心动进一步加大自研投入的决心。</p><p>就在几天前,公司创始人、CEO黄一孟在2020财报业绩电话上也表示,“2020年心动的工作更多在于修炼内功、补长短板、在研发上做基建的工作。”</p><p>“心动已经是一家有10年发展历史的游戏公司,但当公司试图挑战更大的游戏项目时仍发现了很多不足。”黄一孟坦承,“主要体现在公司规模变大之后面临着更大的挑战、更大的目标、更大的需要协作的团队。”</p><p>他表示,自研游戏与TapTap开发目前最大的挑战是工业化生产,而心动对于研发的投入也将继续坚持。“过去大家关注与渠道和发行,没有关注到内容创作者,普通员工没有得到足够多的重视。随着行业的发展,内容重要程度不断提升,每个人在各自岗位上能发挥的空间、起到的作用越来越大,人的价值在大大提升。”</p><p>心动的2020财报也显示,公司在2020年研发人员总数从806人增加到1355人,这使得公司在研发投入方面同比新增了3个多亿,涨幅近110%,甚至在很大程度上影响了净利润。</p><p>公司则表示,在研游戏目前已经步入正轨。而市场认为,TapTap的出现使其在营收上能减少对自研游戏的依赖,留出时间和空间打磨全年龄、全球化的作品,并拉长产品的生命周期。</p><p>在当晚的电话会上,当被问及对外合作时,黄一孟的回答,可被认为是本次配售的一个注脚:</p><p>“心动未来与所有游戏厂商之间的合作,都是积极开放的心态,希望能够互相帮助、实现共赢,希望通过良性竞争不断提升研发实力、提升中国游戏在全球的影响力。”</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>B站以9.6亿港元战略投资心动公司</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; 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float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nB站以9.6亿港元战略投资心动公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-04-01 11:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月1日,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>宣布以约9.6亿港元战略投资<a href=\"https://laohu8.com/S/02400\">心动公司</a>,双方将在游戏领域建立合作关系。根据协议,B站将以42.38港元/股的价格认购心动公司发行的普通股22,660,000股,总认购价格约为9.6亿港元。交易完成后,B站将持有心动公司约4.72%股权。</p><p>截止发稿,心动公司涨近10%,报51.35港元。</p><p><img src=\"https://static.tigerbbs.com/a856c201d5395cf87917cf6086270fac\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>此外,今日早盘开市前,心动公司发布公告称,将发行总额2.8亿美元5年期可转债,同时进行约11.15亿港元(约合1.4亿美元)的新股配售。</p><p>本次心动共募得资金净额约4.2亿美元。其中,可转债拟向不少于6名独立债券持有人发售;而配售的承配人为B站、阿里巴巴集团。</p><p>本次配售新发2631.8万股,占公司经配售扩大后已发行股份约5.48%,B站承配2266万股,将持有配售后心动已发行股份的4.72%,阿里巴巴集团承配365.8万股,将持有配售后心动已发行股份的0.76%。</p><p>心动公告称,本次配售旨在加强公司的财务状况,并为公司的扩展及增长计划提供长期资金。</p><p>“配售所得款项拟定用途,与公司策略重点一致,即提升游戏开发能力,进一步丰富游戏组合及增加活跃用户群,”公告显示,“董事认为扩大公司的股东基础及资本基础,符合公司利益。”</p><p>外界对于B站、阿里巴巴集团参与心动的配售高度关注,尤其配售后B站持有心动股份接近5%,令市场预期未来心动与B站是否会有更紧密的战略合作关系。</p><p>心动方面称:公司将与B站一起努力促成更多、更广泛的商业互利合作。</p><p>B站方面表示:预计B站入股后,双方将围绕心动网络旗下游戏以及TapTap,展开一系列深入合作。</p><p><b>公司战略与治理料不受配售影响</b></p><p>据公告,在完成配售,以及假定可转债以初步转换价全部转为公司股份后,黄一孟、戴云杰等公司管理团队仍将拥有心动已发行股份的47.3%,公司发展战略和治理结构等,应不会受到配售影响而出现变化。</p><p>在本次募集资金的用途方面,可转债与配售所募资金将分别用于提升研发能力与游戏组合、自研游戏与 TapTap 的推广和运营、潜在收购及策略性投资、一般企业用途等四大类。</p><p>具体而言,通过此次募资所募集的4.2亿美元中,约有53%用于研发、24%用于营销及推广、6%用于潜在收购及策略性投资以及17%用于补充营运资金。</p><p>本次可转债的初步转换价为63.45港元,较3月31日收盘价溢价35%;配售价为42.38港元,较3月31日收盘价折让约9.83%。</p><p>“可转债溢价率、配售价折让率,都在目前港股市场一般预期之内。”一位熟悉香港资本市场的买方人士表示。</p><p>公告表示,配售与发行可转债的相关条款公平合理,按一般商业条款订立,并符合公司及股东整体利益。</p><p><b>B站入股心动:未来合作可期?</b></p><p>本次公告最受市场关注的,是B站将在配售后拥有心动4.72%股份,鉴于两家公司在业务上的关联性,有市场人士认为,双方或将在配售基础上,开展更深入的合作。</p><p>根据B站近期发布的2020年四季报,公司游戏业务收入11.3亿元,占整体营收比重29%。心动2020年财报则显示,公司游戏收入23.3亿元,占整体营收82%。</p><p>有趣的是,作为2020年爆款游戏的米哈游《原神》,在国内安卓市场正选择了B站以及心动TapTap作为合作方。</p><p>游戏圈内认为,《原神》的发行模式,或将给行业未来的爆款大作一些启示,即一款手游作品的成功,更多的将来源于内容本身是否优质。而B站和TapTap等平台拥有的优质资源,也将帮助CP把更多精力用于研发内容,并有望助力其降低营销费用比重。</p><p>除此以外,未来双方自研及代理作品,可否获得彼此更多资源支持;以及B站与TapTap社区未来是否有合作空间,都因为本次配售而引发市场期待。</p><p>接近心动管理层的人士表示:心动一直都以开放的态度,把所有的同行公司视为未来长期的合作伙伴,包括B站也一样。B站作为视频平台所服务的用户群,以及作为游戏厂商所发行或研发的游戏产品,未来与心动都有非常大的合作空间。</p><p>接近B站人士则称:社区是优质内容发酵最好的土壤。这一点在视频方面,B站已经充分作出证明。游戏未来也一样,社区将深刻改变游戏的生态。B站与心动的合作基因来自于此。</p><p><b>心动自研投入决心大 对外合作“积极开放”</b></p><p>根据公告,本次募集的资金中,大比例的资金将用以提升公司研发能力,由此可见心动进一步加大自研投入的决心。</p><p>就在几天前,公司创始人、CEO黄一孟在2020财报业绩电话上也表示,“2020年心动的工作更多在于修炼内功、补长短板、在研发上做基建的工作。”</p><p>“心动已经是一家有10年发展历史的游戏公司,但当公司试图挑战更大的游戏项目时仍发现了很多不足。”黄一孟坦承,“主要体现在公司规模变大之后面临着更大的挑战、更大的目标、更大的需要协作的团队。”</p><p>他表示,自研游戏与TapTap开发目前最大的挑战是工业化生产,而心动对于研发的投入也将继续坚持。“过去大家关注与渠道和发行,没有关注到内容创作者,普通员工没有得到足够多的重视。随着行业的发展,内容重要程度不断提升,每个人在各自岗位上能发挥的空间、起到的作用越来越大,人的价值在大大提升。”</p><p>心动的2020财报也显示,公司在2020年研发人员总数从806人增加到1355人,这使得公司在研发投入方面同比新增了3个多亿,涨幅近110%,甚至在很大程度上影响了净利润。</p><p>公司则表示,在研游戏目前已经步入正轨。而市场认为,TapTap的出现使其在营收上能减少对自研游戏的依赖,留出时间和空间打磨全年龄、全球化的作品,并拉长产品的生命周期。</p><p>在当晚的电话会上,当被问及对外合作时,黄一孟的回答,可被认为是本次配售的一个注脚:</p><p>“心动未来与所有游戏厂商之间的合作,都是积极开放的心态,希望能够互相帮助、实现共赢,希望通过良性竞争不断提升研发实力、提升中国游戏在全球的影响力。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7eaa2c45cf70f617f2a492ecb0fcce5f","relate_stocks":{"09626":"哔哩哔哩-W","BILI":"哔哩哔哩","02400":"心动公司"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150965815","content_text":"4月1日,哔哩哔哩宣布以约9.6亿港元战略投资心动公司,双方将在游戏领域建立合作关系。根据协议,B站将以42.38港元/股的价格认购心动公司发行的普通股22,660,000股,总认购价格约为9.6亿港元。交易完成后,B站将持有心动公司约4.72%股权。截止发稿,心动公司涨近10%,报51.35港元。此外,今日早盘开市前,心动公司发布公告称,将发行总额2.8亿美元5年期可转债,同时进行约11.15亿港元(约合1.4亿美元)的新股配售。本次心动共募得资金净额约4.2亿美元。其中,可转债拟向不少于6名独立债券持有人发售;而配售的承配人为B站、阿里巴巴集团。本次配售新发2631.8万股,占公司经配售扩大后已发行股份约5.48%,B站承配2266万股,将持有配售后心动已发行股份的4.72%,阿里巴巴集团承配365.8万股,将持有配售后心动已发行股份的0.76%。心动公告称,本次配售旨在加强公司的财务状况,并为公司的扩展及增长计划提供长期资金。“配售所得款项拟定用途,与公司策略重点一致,即提升游戏开发能力,进一步丰富游戏组合及增加活跃用户群,”公告显示,“董事认为扩大公司的股东基础及资本基础,符合公司利益。”外界对于B站、阿里巴巴集团参与心动的配售高度关注,尤其配售后B站持有心动股份接近5%,令市场预期未来心动与B站是否会有更紧密的战略合作关系。心动方面称:公司将与B站一起努力促成更多、更广泛的商业互利合作。B站方面表示:预计B站入股后,双方将围绕心动网络旗下游戏以及TapTap,展开一系列深入合作。公司战略与治理料不受配售影响据公告,在完成配售,以及假定可转债以初步转换价全部转为公司股份后,黄一孟、戴云杰等公司管理团队仍将拥有心动已发行股份的47.3%,公司发展战略和治理结构等,应不会受到配售影响而出现变化。在本次募集资金的用途方面,可转债与配售所募资金将分别用于提升研发能力与游戏组合、自研游戏与 TapTap 的推广和运营、潜在收购及策略性投资、一般企业用途等四大类。具体而言,通过此次募资所募集的4.2亿美元中,约有53%用于研发、24%用于营销及推广、6%用于潜在收购及策略性投资以及17%用于补充营运资金。本次可转债的初步转换价为63.45港元,较3月31日收盘价溢价35%;配售价为42.38港元,较3月31日收盘价折让约9.83%。“可转债溢价率、配售价折让率,都在目前港股市场一般预期之内。”一位熟悉香港资本市场的买方人士表示。公告表示,配售与发行可转债的相关条款公平合理,按一般商业条款订立,并符合公司及股东整体利益。B站入股心动:未来合作可期?本次公告最受市场关注的,是B站将在配售后拥有心动4.72%股份,鉴于两家公司在业务上的关联性,有市场人士认为,双方或将在配售基础上,开展更深入的合作。根据B站近期发布的2020年四季报,公司游戏业务收入11.3亿元,占整体营收比重29%。心动2020年财报则显示,公司游戏收入23.3亿元,占整体营收82%。有趣的是,作为2020年爆款游戏的米哈游《原神》,在国内安卓市场正选择了B站以及心动TapTap作为合作方。游戏圈内认为,《原神》的发行模式,或将给行业未来的爆款大作一些启示,即一款手游作品的成功,更多的将来源于内容本身是否优质。而B站和TapTap等平台拥有的优质资源,也将帮助CP把更多精力用于研发内容,并有望助力其降低营销费用比重。除此以外,未来双方自研及代理作品,可否获得彼此更多资源支持;以及B站与TapTap社区未来是否有合作空间,都因为本次配售而引发市场期待。接近心动管理层的人士表示:心动一直都以开放的态度,把所有的同行公司视为未来长期的合作伙伴,包括B站也一样。B站作为视频平台所服务的用户群,以及作为游戏厂商所发行或研发的游戏产品,未来与心动都有非常大的合作空间。接近B站人士则称:社区是优质内容发酵最好的土壤。这一点在视频方面,B站已经充分作出证明。游戏未来也一样,社区将深刻改变游戏的生态。B站与心动的合作基因来自于此。心动自研投入决心大 对外合作“积极开放”根据公告,本次募集的资金中,大比例的资金将用以提升公司研发能力,由此可见心动进一步加大自研投入的决心。就在几天前,公司创始人、CEO黄一孟在2020财报业绩电话上也表示,“2020年心动的工作更多在于修炼内功、补长短板、在研发上做基建的工作。”“心动已经是一家有10年发展历史的游戏公司,但当公司试图挑战更大的游戏项目时仍发现了很多不足。”黄一孟坦承,“主要体现在公司规模变大之后面临着更大的挑战、更大的目标、更大的需要协作的团队。”他表示,自研游戏与TapTap开发目前最大的挑战是工业化生产,而心动对于研发的投入也将继续坚持。“过去大家关注与渠道和发行,没有关注到内容创作者,普通员工没有得到足够多的重视。随着行业的发展,内容重要程度不断提升,每个人在各自岗位上能发挥的空间、起到的作用越来越大,人的价值在大大提升。”心动的2020财报也显示,公司在2020年研发人员总数从806人增加到1355人,这使得公司在研发投入方面同比新增了3个多亿,涨幅近110%,甚至在很大程度上影响了净利润。公司则表示,在研游戏目前已经步入正轨。而市场认为,TapTap的出现使其在营收上能减少对自研游戏的依赖,留出时间和空间打磨全年龄、全球化的作品,并拉长产品的生命周期。在当晚的电话会上,当被问及对外合作时,黄一孟的回答,可被认为是本次配售的一个注脚:“心动未来与所有游戏厂商之间的合作,都是积极开放的心态,希望能够互相帮助、实现共赢,希望通过良性竞争不断提升研发实力、提升中国游戏在全球的影响力。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321684390,"gmtCreate":1615429319410,"gmtModify":1703488933098,"author":{"id":"174814141049888","authorId":"174814141049888","name":"鱼泡泡幺","avatar":"https://static.laohu8.com/bb6a1ba5e5f91e325267b9f829387bc5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"174814141049888","idStr":"174814141049888"},"themes":[],"htmlText":"<a 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\n \n 特斯拉跌倒位了吗?大佬回归,小脑瓜嗡嗡的\n \n","listText":"特斯拉跌倒位了吗?大佬回归,小脑瓜嗡嗡的","text":"特斯拉跌倒位了吗?大佬回归,小脑瓜嗡嗡的","images":[{"img":"https://static.tigerbbs.com/9c6fa388137d316be4527640880ba409","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363491970","isVote":1,"tweetType":2,"object":{"id":"5a552674ca4c467db4d28df80aba377f","tweetId":"363491970","title":"多关注公司本身,少关注点位。特斯拉跌到底了吗?Gary, Ark 抄底 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要涨还是要跌?你说一句","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317853691","repostId":"1123512584","repostType":4,"repost":{"id":"1123512584","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1612437369,"share":"https://www.laohu8.com/m/news/1123512584?lang=&edition=full","pubTime":"2021-02-04 19:16","market":"us","language":"zh","title":"蔚来将斥资55亿元人民币收购蔚来中国3.305%的股权","url":"https://stock-news.laohu8.com/highlight/detail?id=1123512584","media":"老虎资讯综合","summary":"市场消息:蔚来汽车将斥资55亿元人民币收购蔚来中国3.305%的股权。2020年4月29日,蔚来汽车与合肥市建设投资控股(集团)有限公司、国投招商投资管理有限公司以及安徽省高新技术产业投资有限公司等战","content":"<p>市场消息:<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车将斥资55亿元人民币收购蔚来中国3.305%的股权。</p><p>2020年4月29日,蔚来汽车与合肥市建设投资控股(集团)有限公司、国投招商投资管理有限公司以及安徽省高新技术产业投资有限公司等战略投资者签署关于投资蔚来中国的最终协议,并与合肥经济技术开发区就蔚来中国总部入驻达成协议。</p><p><img src=\"https://static.tigerbbs.com/9957bdd4295fbf255b9105db054cd35b\" tg-width=\"660\" tg-height=\"475\" referrerpolicy=\"no-referrer\"></p><p>投资协议显示,战略投资者将向蔚来中国投资70亿元。同时,蔚来汽车将向蔚来中国投资42.6亿元。这意味着,蔚来中国新增过百亿元现金流。此外,蔚来汽车将向蔚来中国的法律主体蔚来(安徽)控股有限公司注入中国范围内包括整车研发、供应链与制造、销售与服务、能源服务等核心业务与相关资产,以上业务与资产根据2020年4月21日前30个公开交易日蔚来汽车市值平均值的85%估值177.7亿元。</p><p>交易完成后,蔚来汽车持有蔚来中国75.9%的控股股份,战略投资者合计持有24.1%的股份。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来将斥资55亿元人民币收购蔚来中国3.305%的股权</title>\n<style 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href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车将斥资55亿元人民币收购蔚来中国3.305%的股权。</p><p>2020年4月29日,蔚来汽车与合肥市建设投资控股(集团)有限公司、国投招商投资管理有限公司以及安徽省高新技术产业投资有限公司等战略投资者签署关于投资蔚来中国的最终协议,并与合肥经济技术开发区就蔚来中国总部入驻达成协议。</p><p><img src=\"https://static.tigerbbs.com/9957bdd4295fbf255b9105db054cd35b\" tg-width=\"660\" tg-height=\"475\" referrerpolicy=\"no-referrer\"></p><p>投资协议显示,战略投资者将向蔚来中国投资70亿元。同时,蔚来汽车将向蔚来中国投资42.6亿元。这意味着,蔚来中国新增过百亿元现金流。此外,蔚来汽车将向蔚来中国的法律主体蔚来(安徽)控股有限公司注入中国范围内包括整车研发、供应链与制造、销售与服务、能源服务等核心业务与相关资产,以上业务与资产根据2020年4月21日前30个公开交易日蔚来汽车市值平均值的85%估值177.7亿元。</p><p>交易完成后,蔚来汽车持有蔚来中国75.9%的控股股份,战略投资者合计持有24.1%的股份。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0d46ff990c6531c9287fd132374c85a3","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1123512584","content_text":"市场消息:蔚来汽车将斥资55亿元人民币收购蔚来中国3.305%的股权。2020年4月29日,蔚来汽车与合肥市建设投资控股(集团)有限公司、国投招商投资管理有限公司以及安徽省高新技术产业投资有限公司等战略投资者签署关于投资蔚来中国的最终协议,并与合肥经济技术开发区就蔚来中国总部入驻达成协议。投资协议显示,战略投资者将向蔚来中国投资70亿元。同时,蔚来汽车将向蔚来中国投资42.6亿元。这意味着,蔚来中国新增过百亿元现金流。此外,蔚来汽车将向蔚来中国的法律主体蔚来(安徽)控股有限公司注入中国范围内包括整车研发、供应链与制造、销售与服务、能源服务等核心业务与相关资产,以上业务与资产根据2020年4月21日前30个公开交易日蔚来汽车市值平均值的85%估值177.7亿元。交易完成后,蔚来汽车持有蔚来中国75.9%的控股股份,战略投资者合计持有24.1%的股份。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315796611,"gmtCreate":1612276276033,"gmtModify":1703759725358,"author":{"id":"174814141049888","authorId":"174814141049888","name":"鱼泡泡幺","avatar":"https://static.laohu8.com/bb6a1ba5e5f91e325267b9f829387bc5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"174814141049888","idStr":"174814141049888"},"themes":[],"htmlText":"<a 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referrerpolicy=\"no-referrer\"></p><p>此外,今日早盘开市前,心动公司发布公告称,将发行总额2.8亿美元5年期可转债,同时进行约11.15亿港元(约合1.4亿美元)的新股配售。</p><p>本次心动共募得资金净额约4.2亿美元。其中,可转债拟向不少于6名独立债券持有人发售;而配售的承配人为B站、阿里巴巴集团。</p><p>本次配售新发2631.8万股,占公司经配售扩大后已发行股份约5.48%,B站承配2266万股,将持有配售后心动已发行股份的4.72%,阿里巴巴集团承配365.8万股,将持有配售后心动已发行股份的0.76%。</p><p>心动公告称,本次配售旨在加强公司的财务状况,并为公司的扩展及增长计划提供长期资金。</p><p>“配售所得款项拟定用途,与公司策略重点一致,即提升游戏开发能力,进一步丰富游戏组合及增加活跃用户群,”公告显示,“董事认为扩大公司的股东基础及资本基础,符合公司利益。”</p><p>外界对于B站、阿里巴巴集团参与心动的配售高度关注,尤其配售后B站持有心动股份接近5%,令市场预期未来心动与B站是否会有更紧密的战略合作关系。</p><p>心动方面称:公司将与B站一起努力促成更多、更广泛的商业互利合作。</p><p>B站方面表示:预计B站入股后,双方将围绕心动网络旗下游戏以及TapTap,展开一系列深入合作。</p><p><b>公司战略与治理料不受配售影响</b></p><p>据公告,在完成配售,以及假定可转债以初步转换价全部转为公司股份后,黄一孟、戴云杰等公司管理团队仍将拥有心动已发行股份的47.3%,公司发展战略和治理结构等,应不会受到配售影响而出现变化。</p><p>在本次募集资金的用途方面,可转债与配售所募资金将分别用于提升研发能力与游戏组合、自研游戏与 TapTap 的推广和运营、潜在收购及策略性投资、一般企业用途等四大类。</p><p>具体而言,通过此次募资所募集的4.2亿美元中,约有53%用于研发、24%用于营销及推广、6%用于潜在收购及策略性投资以及17%用于补充营运资金。</p><p>本次可转债的初步转换价为63.45港元,较3月31日收盘价溢价35%;配售价为42.38港元,较3月31日收盘价折让约9.83%。</p><p>“可转债溢价率、配售价折让率,都在目前港股市场一般预期之内。”一位熟悉香港资本市场的买方人士表示。</p><p>公告表示,配售与发行可转债的相关条款公平合理,按一般商业条款订立,并符合公司及股东整体利益。</p><p><b>B站入股心动:未来合作可期?</b></p><p>本次公告最受市场关注的,是B站将在配售后拥有心动4.72%股份,鉴于两家公司在业务上的关联性,有市场人士认为,双方或将在配售基础上,开展更深入的合作。</p><p>根据B站近期发布的2020年四季报,公司游戏业务收入11.3亿元,占整体营收比重29%。心动2020年财报则显示,公司游戏收入23.3亿元,占整体营收82%。</p><p>有趣的是,作为2020年爆款游戏的米哈游《原神》,在国内安卓市场正选择了B站以及心动TapTap作为合作方。</p><p>游戏圈内认为,《原神》的发行模式,或将给行业未来的爆款大作一些启示,即一款手游作品的成功,更多的将来源于内容本身是否优质。而B站和TapTap等平台拥有的优质资源,也将帮助CP把更多精力用于研发内容,并有望助力其降低营销费用比重。</p><p>除此以外,未来双方自研及代理作品,可否获得彼此更多资源支持;以及B站与TapTap社区未来是否有合作空间,都因为本次配售而引发市场期待。</p><p>接近心动管理层的人士表示:心动一直都以开放的态度,把所有的同行公司视为未来长期的合作伙伴,包括B站也一样。B站作为视频平台所服务的用户群,以及作为游戏厂商所发行或研发的游戏产品,未来与心动都有非常大的合作空间。</p><p>接近B站人士则称:社区是优质内容发酵最好的土壤。这一点在视频方面,B站已经充分作出证明。游戏未来也一样,社区将深刻改变游戏的生态。B站与心动的合作基因来自于此。</p><p><b>心动自研投入决心大 对外合作“积极开放”</b></p><p>根据公告,本次募集的资金中,大比例的资金将用以提升公司研发能力,由此可见心动进一步加大自研投入的决心。</p><p>就在几天前,公司创始人、CEO黄一孟在2020财报业绩电话上也表示,“2020年心动的工作更多在于修炼内功、补长短板、在研发上做基建的工作。”</p><p>“心动已经是一家有10年发展历史的游戏公司,但当公司试图挑战更大的游戏项目时仍发现了很多不足。”黄一孟坦承,“主要体现在公司规模变大之后面临着更大的挑战、更大的目标、更大的需要协作的团队。”</p><p>他表示,自研游戏与TapTap开发目前最大的挑战是工业化生产,而心动对于研发的投入也将继续坚持。“过去大家关注与渠道和发行,没有关注到内容创作者,普通员工没有得到足够多的重视。随着行业的发展,内容重要程度不断提升,每个人在各自岗位上能发挥的空间、起到的作用越来越大,人的价值在大大提升。”</p><p>心动的2020财报也显示,公司在2020年研发人员总数从806人增加到1355人,这使得公司在研发投入方面同比新增了3个多亿,涨幅近110%,甚至在很大程度上影响了净利润。</p><p>公司则表示,在研游戏目前已经步入正轨。而市场认为,TapTap的出现使其在营收上能减少对自研游戏的依赖,留出时间和空间打磨全年龄、全球化的作品,并拉长产品的生命周期。</p><p>在当晚的电话会上,当被问及对外合作时,黄一孟的回答,可被认为是本次配售的一个注脚:</p><p>“心动未来与所有游戏厂商之间的合作,都是积极开放的心态,希望能够互相帮助、实现共赢,希望通过良性竞争不断提升研发实力、提升中国游戏在全球的影响力。”</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>B站以9.6亿港元战略投资心动公司</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; 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float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nB站以9.6亿港元战略投资心动公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-04-01 11:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>4月1日,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>宣布以约9.6亿港元战略投资<a href=\"https://laohu8.com/S/02400\">心动公司</a>,双方将在游戏领域建立合作关系。根据协议,B站将以42.38港元/股的价格认购心动公司发行的普通股22,660,000股,总认购价格约为9.6亿港元。交易完成后,B站将持有心动公司约4.72%股权。</p><p>截止发稿,心动公司涨近10%,报51.35港元。</p><p><img src=\"https://static.tigerbbs.com/a856c201d5395cf87917cf6086270fac\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>此外,今日早盘开市前,心动公司发布公告称,将发行总额2.8亿美元5年期可转债,同时进行约11.15亿港元(约合1.4亿美元)的新股配售。</p><p>本次心动共募得资金净额约4.2亿美元。其中,可转债拟向不少于6名独立债券持有人发售;而配售的承配人为B站、阿里巴巴集团。</p><p>本次配售新发2631.8万股,占公司经配售扩大后已发行股份约5.48%,B站承配2266万股,将持有配售后心动已发行股份的4.72%,阿里巴巴集团承配365.8万股,将持有配售后心动已发行股份的0.76%。</p><p>心动公告称,本次配售旨在加强公司的财务状况,并为公司的扩展及增长计划提供长期资金。</p><p>“配售所得款项拟定用途,与公司策略重点一致,即提升游戏开发能力,进一步丰富游戏组合及增加活跃用户群,”公告显示,“董事认为扩大公司的股东基础及资本基础,符合公司利益。”</p><p>外界对于B站、阿里巴巴集团参与心动的配售高度关注,尤其配售后B站持有心动股份接近5%,令市场预期未来心动与B站是否会有更紧密的战略合作关系。</p><p>心动方面称:公司将与B站一起努力促成更多、更广泛的商业互利合作。</p><p>B站方面表示:预计B站入股后,双方将围绕心动网络旗下游戏以及TapTap,展开一系列深入合作。</p><p><b>公司战略与治理料不受配售影响</b></p><p>据公告,在完成配售,以及假定可转债以初步转换价全部转为公司股份后,黄一孟、戴云杰等公司管理团队仍将拥有心动已发行股份的47.3%,公司发展战略和治理结构等,应不会受到配售影响而出现变化。</p><p>在本次募集资金的用途方面,可转债与配售所募资金将分别用于提升研发能力与游戏组合、自研游戏与 TapTap 的推广和运营、潜在收购及策略性投资、一般企业用途等四大类。</p><p>具体而言,通过此次募资所募集的4.2亿美元中,约有53%用于研发、24%用于营销及推广、6%用于潜在收购及策略性投资以及17%用于补充营运资金。</p><p>本次可转债的初步转换价为63.45港元,较3月31日收盘价溢价35%;配售价为42.38港元,较3月31日收盘价折让约9.83%。</p><p>“可转债溢价率、配售价折让率,都在目前港股市场一般预期之内。”一位熟悉香港资本市场的买方人士表示。</p><p>公告表示,配售与发行可转债的相关条款公平合理,按一般商业条款订立,并符合公司及股东整体利益。</p><p><b>B站入股心动:未来合作可期?</b></p><p>本次公告最受市场关注的,是B站将在配售后拥有心动4.72%股份,鉴于两家公司在业务上的关联性,有市场人士认为,双方或将在配售基础上,开展更深入的合作。</p><p>根据B站近期发布的2020年四季报,公司游戏业务收入11.3亿元,占整体营收比重29%。心动2020年财报则显示,公司游戏收入23.3亿元,占整体营收82%。</p><p>有趣的是,作为2020年爆款游戏的米哈游《原神》,在国内安卓市场正选择了B站以及心动TapTap作为合作方。</p><p>游戏圈内认为,《原神》的发行模式,或将给行业未来的爆款大作一些启示,即一款手游作品的成功,更多的将来源于内容本身是否优质。而B站和TapTap等平台拥有的优质资源,也将帮助CP把更多精力用于研发内容,并有望助力其降低营销费用比重。</p><p>除此以外,未来双方自研及代理作品,可否获得彼此更多资源支持;以及B站与TapTap社区未来是否有合作空间,都因为本次配售而引发市场期待。</p><p>接近心动管理层的人士表示:心动一直都以开放的态度,把所有的同行公司视为未来长期的合作伙伴,包括B站也一样。B站作为视频平台所服务的用户群,以及作为游戏厂商所发行或研发的游戏产品,未来与心动都有非常大的合作空间。</p><p>接近B站人士则称:社区是优质内容发酵最好的土壤。这一点在视频方面,B站已经充分作出证明。游戏未来也一样,社区将深刻改变游戏的生态。B站与心动的合作基因来自于此。</p><p><b>心动自研投入决心大 对外合作“积极开放”</b></p><p>根据公告,本次募集的资金中,大比例的资金将用以提升公司研发能力,由此可见心动进一步加大自研投入的决心。</p><p>就在几天前,公司创始人、CEO黄一孟在2020财报业绩电话上也表示,“2020年心动的工作更多在于修炼内功、补长短板、在研发上做基建的工作。”</p><p>“心动已经是一家有10年发展历史的游戏公司,但当公司试图挑战更大的游戏项目时仍发现了很多不足。”黄一孟坦承,“主要体现在公司规模变大之后面临着更大的挑战、更大的目标、更大的需要协作的团队。”</p><p>他表示,自研游戏与TapTap开发目前最大的挑战是工业化生产,而心动对于研发的投入也将继续坚持。“过去大家关注与渠道和发行,没有关注到内容创作者,普通员工没有得到足够多的重视。随着行业的发展,内容重要程度不断提升,每个人在各自岗位上能发挥的空间、起到的作用越来越大,人的价值在大大提升。”</p><p>心动的2020财报也显示,公司在2020年研发人员总数从806人增加到1355人,这使得公司在研发投入方面同比新增了3个多亿,涨幅近110%,甚至在很大程度上影响了净利润。</p><p>公司则表示,在研游戏目前已经步入正轨。而市场认为,TapTap的出现使其在营收上能减少对自研游戏的依赖,留出时间和空间打磨全年龄、全球化的作品,并拉长产品的生命周期。</p><p>在当晚的电话会上,当被问及对外合作时,黄一孟的回答,可被认为是本次配售的一个注脚:</p><p>“心动未来与所有游戏厂商之间的合作,都是积极开放的心态,希望能够互相帮助、实现共赢,希望通过良性竞争不断提升研发实力、提升中国游戏在全球的影响力。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7eaa2c45cf70f617f2a492ecb0fcce5f","relate_stocks":{"09626":"哔哩哔哩-W","BILI":"哔哩哔哩","02400":"心动公司"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150965815","content_text":"4月1日,哔哩哔哩宣布以约9.6亿港元战略投资心动公司,双方将在游戏领域建立合作关系。根据协议,B站将以42.38港元/股的价格认购心动公司发行的普通股22,660,000股,总认购价格约为9.6亿港元。交易完成后,B站将持有心动公司约4.72%股权。截止发稿,心动公司涨近10%,报51.35港元。此外,今日早盘开市前,心动公司发布公告称,将发行总额2.8亿美元5年期可转债,同时进行约11.15亿港元(约合1.4亿美元)的新股配售。本次心动共募得资金净额约4.2亿美元。其中,可转债拟向不少于6名独立债券持有人发售;而配售的承配人为B站、阿里巴巴集团。本次配售新发2631.8万股,占公司经配售扩大后已发行股份约5.48%,B站承配2266万股,将持有配售后心动已发行股份的4.72%,阿里巴巴集团承配365.8万股,将持有配售后心动已发行股份的0.76%。心动公告称,本次配售旨在加强公司的财务状况,并为公司的扩展及增长计划提供长期资金。“配售所得款项拟定用途,与公司策略重点一致,即提升游戏开发能力,进一步丰富游戏组合及增加活跃用户群,”公告显示,“董事认为扩大公司的股东基础及资本基础,符合公司利益。”外界对于B站、阿里巴巴集团参与心动的配售高度关注,尤其配售后B站持有心动股份接近5%,令市场预期未来心动与B站是否会有更紧密的战略合作关系。心动方面称:公司将与B站一起努力促成更多、更广泛的商业互利合作。B站方面表示:预计B站入股后,双方将围绕心动网络旗下游戏以及TapTap,展开一系列深入合作。公司战略与治理料不受配售影响据公告,在完成配售,以及假定可转债以初步转换价全部转为公司股份后,黄一孟、戴云杰等公司管理团队仍将拥有心动已发行股份的47.3%,公司发展战略和治理结构等,应不会受到配售影响而出现变化。在本次募集资金的用途方面,可转债与配售所募资金将分别用于提升研发能力与游戏组合、自研游戏与 TapTap 的推广和运营、潜在收购及策略性投资、一般企业用途等四大类。具体而言,通过此次募资所募集的4.2亿美元中,约有53%用于研发、24%用于营销及推广、6%用于潜在收购及策略性投资以及17%用于补充营运资金。本次可转债的初步转换价为63.45港元,较3月31日收盘价溢价35%;配售价为42.38港元,较3月31日收盘价折让约9.83%。“可转债溢价率、配售价折让率,都在目前港股市场一般预期之内。”一位熟悉香港资本市场的买方人士表示。公告表示,配售与发行可转债的相关条款公平合理,按一般商业条款订立,并符合公司及股东整体利益。B站入股心动:未来合作可期?本次公告最受市场关注的,是B站将在配售后拥有心动4.72%股份,鉴于两家公司在业务上的关联性,有市场人士认为,双方或将在配售基础上,开展更深入的合作。根据B站近期发布的2020年四季报,公司游戏业务收入11.3亿元,占整体营收比重29%。心动2020年财报则显示,公司游戏收入23.3亿元,占整体营收82%。有趣的是,作为2020年爆款游戏的米哈游《原神》,在国内安卓市场正选择了B站以及心动TapTap作为合作方。游戏圈内认为,《原神》的发行模式,或将给行业未来的爆款大作一些启示,即一款手游作品的成功,更多的将来源于内容本身是否优质。而B站和TapTap等平台拥有的优质资源,也将帮助CP把更多精力用于研发内容,并有望助力其降低营销费用比重。除此以外,未来双方自研及代理作品,可否获得彼此更多资源支持;以及B站与TapTap社区未来是否有合作空间,都因为本次配售而引发市场期待。接近心动管理层的人士表示:心动一直都以开放的态度,把所有的同行公司视为未来长期的合作伙伴,包括B站也一样。B站作为视频平台所服务的用户群,以及作为游戏厂商所发行或研发的游戏产品,未来与心动都有非常大的合作空间。接近B站人士则称:社区是优质内容发酵最好的土壤。这一点在视频方面,B站已经充分作出证明。游戏未来也一样,社区将深刻改变游戏的生态。B站与心动的合作基因来自于此。心动自研投入决心大 对外合作“积极开放”根据公告,本次募集的资金中,大比例的资金将用以提升公司研发能力,由此可见心动进一步加大自研投入的决心。就在几天前,公司创始人、CEO黄一孟在2020财报业绩电话上也表示,“2020年心动的工作更多在于修炼内功、补长短板、在研发上做基建的工作。”“心动已经是一家有10年发展历史的游戏公司,但当公司试图挑战更大的游戏项目时仍发现了很多不足。”黄一孟坦承,“主要体现在公司规模变大之后面临着更大的挑战、更大的目标、更大的需要协作的团队。”他表示,自研游戏与TapTap开发目前最大的挑战是工业化生产,而心动对于研发的投入也将继续坚持。“过去大家关注与渠道和发行,没有关注到内容创作者,普通员工没有得到足够多的重视。随着行业的发展,内容重要程度不断提升,每个人在各自岗位上能发挥的空间、起到的作用越来越大,人的价值在大大提升。”心动的2020财报也显示,公司在2020年研发人员总数从806人增加到1355人,这使得公司在研发投入方面同比新增了3个多亿,涨幅近110%,甚至在很大程度上影响了净利润。公司则表示,在研游戏目前已经步入正轨。而市场认为,TapTap的出现使其在营收上能减少对自研游戏的依赖,留出时间和空间打磨全年龄、全球化的作品,并拉长产品的生命周期。在当晚的电话会上,当被问及对外合作时,黄一孟的回答,可被认为是本次配售的一个注脚:“心动未来与所有游戏厂商之间的合作,都是积极开放的心态,希望能够互相帮助、实现共赢,希望通过良性竞争不断提升研发实力、提升中国游戏在全球的影响力。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":940339049,"gmtCreate":1593677902181,"gmtModify":1704202787722,"author":{"id":"174814141049888","authorId":"174814141049888","name":"鱼泡泡幺","avatar":"https://static.laohu8.com/bb6a1ba5e5f91e325267b9f829387bc5","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"174814141049888","authorIdStr":"174814141049888"},"themes":[],"htmlText":"<a 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