Absrtact: Colorful life yesterday officially landed in Hong Kong capital market, this is the first listed community service operators. According to the HKEx's stock trading system, Choi Hong lived yesterday to a HK $4, which was 5.8% higher than the listing price of HK $3.78, and then widened to a point of HK $4.68
Colorful life yesterday officially landed in Hong Kong capital market, this is the first listed community service operators.
According to the HKEx's stock trading system, Choi Hong lived yesterday, offering HK $4, which was 5.8% higher than the 3.78 Hong Kong dollar on the market, and then expanded to a point of 4.68 Hong Kong dollar, a maximum of 20% and a 4.6 Hong Kong dollar.
Listed on the first day of popular, to a certain extent, the color life of the main community value-added service model has been recognized by the capital market.
And the "First financial daily" reporter from the color life related people learned that the price of life rose to some extent on the domestic two major real estate intermediary service providers SouFun and China's competing shares. In addition, TCL Multimedia is also involved in the color life of the stock investment.
However, so far, the color life of the official has not disclosed the details of SouFun and Chinese shares and the amount of investment.
Real Estate Electric Dealer shares
Public data show that SouFun, easy to live in China are the larger domestic real estate electric business platform, with the expansion of business, they have from the real estate line into the offline entity field.
But since May this year, SouFun has encountered a joint collective boycott from many real estate agents across the country. Real estate agents believe that the SouFun as a representative of some of the network platform in recent years in the name of "upgrade" to improve port product prices, and the introduction of the need to pay for the use of mobile phone app, the disguised behavior of the nature of vicious competition. As a result, some of the intermediary began to build the electric business platform.
Analysts say that getting rid of the over-reliance on offline resources has become an important development strategy for SouFun, and a wide range of offline resources that are useful for colourful life or provide a new path for development.
and easy to live in China and Sina, Weibo, Shentong, the joint launch of community value-added services brand "affordable" is poised to be sent. The benefit is the mobile internet community life O2O Service platform developed by the Yi Ju Community value-added service group, mainly provides the property and the life value-added service, the social service, the free welfare, the discount and so on the content for the community residents. Easy to live in a large number of Buy color life shares, and is exerting the power of the community's platform for the development plan has some kind of connection, whether the two sides will be more in-depth cooperation worthy of concern.
In fact, the color of life is not only the real estate electric dealers, and Qihoo 360 such internet companies. Qihoo 360 is the cornerstone investor in this listing, and the subscription amount is $10 million. Under the Cornerstone Investment Agreement, Qihoo 360 was allocated and subscribed to a total of 20.502 million shares, accounting for about 2.1% of the shares issued after the global sale was completed.
From the perspective of business structure, color life provides property management, engineering services and community value-added services. Among them, the property management business is the basic business of color life, in the income and the gross margin accounted for exceeds 50%.
While the community value-added service based on the property management business is only about 30% of the income and gross profit, it is showing the growth trend, which is valued by the Internet enterprises such as Qihoo 360, SouFun, and easy to reside in China.
Analysis of the industry, the basic property business O2O is the platform to obtain the basis of household flow, there is a certain mandatory. In other words, in the color life management community tenants must use colorful life of the app. And with the increase in permeability, more and more businesses will be willing to put their products on the platform of color life, and color life can charge a certain fee, the equivalent of "flow of liquidity."
Community Electric Dealers
In fact, the community service operation has become the hot spot of the capital of every road including Internet.
Prior to May 2013, the first Shanghai Securities and China Bowen a stake of 7 million U.S. dollars, accounting for 4% of the equity. According to people familiar with the situation, CAI life This IPO also won a cornerstone investment from the United States of the world's leading fund.
Vanke in 2014 to the city supporting the transformation of service providers, and in the near future with Baidu signed strategic partners, based on mobile interconnection of large data mining and artificial intelligence algorithms will be in Vanke "City supporting service provider" platform on the economic main consumer behavior to be applied. Greentown China also began turning to the "Integrated Life service Provider" in 2014.
Not only that, The courier company also stared at this piece of fat. This May, the domestic express industry giants Shun Fung to 518 new generation of physical stores "Hey Guest" in Hangzhou, Nanjing, Nanning and other cities opened at the same time, the basic coverage of the provinces in addition to Qinghai, Tibet outside the country, shun Fung strong intervention to make the community O2O entrance of the battle more intense.
Guo Xin Securities that the commercial logic of color life is to improve operational efficiency through technological innovation, enhance the replication of Community management model, and to gongchenglvede the new appointment and acquisition of property projects in a double wheel-driven way to achieve high-speed growth, the establishment of a community service platform for the physical and user base.
"2014 (Color Life) Community management area is expected to double this year, to 200 million square meters, to 2020 will be more than 1 billion square meters." The increase of management Area brings the monetization of space and community resident resources to the company, and promotes the explosive growth of traditional business and value-added services. "State letter Securities said.