Company of finance and economics of article ｜ AI poplar spruce
Edit ｜ Guo Lu to celebrate
Under a place with a draught of electric business direct seeding, those who fly is each direct seeding people, when wind stops, flat can you also be these people?
Enter bureau person increasing, industry good and evil people mixed up, the doubt sound of decline of direct seeding industry appears gradually. And net of head belt goods is red people the future that is oneself already has paved a way, enlarge its commerce domain gradually.
Weather eye checks APP to show, recently, osmund Ya couple is much more subordinate a new company -- fund of collect of illicit of Qingdao modest mew runs limited company, register capital 10 million yuan, establish date to be on January 28, 2021. The scope of operations of this company includes illicit collect equity to invest fund of fund management, poineering investment to manage a service to wait, you Qian is searched (Hangzhou) control a finite liability company 100% hold, its doubt is like effective control person to be Dong Haifeng, dong Haifeng is the husband of osmund Ya namely.
Net of official of fund trade association shows, this fund company has not put on record.
"When to put on record successful, the collect that sees a company again endowment circumstance, if successful, can put on record very quickly finish. " a personage of illicit collect fund expresses to company of AI finance and economics.
Osmund Ya should do VC
2017, osmund Ya records one battle to become famous with the 70 million sale of 8 hours of creation, surmounted clean out treasure at that time the first advocate the record of 20 million sale that sows magnify Yi.
Break the osmund Ya of sale record ceaselessly, 2019 " double 11 " it is to draw those who exceed 3 billion yuan to clinch a deal more the forehead, in the direct seeding that clean out treasure the circle is on throne. The modest of orgnaization of the direct seeding that clean out treasure of its backside searchs culture to also rise to surface, with one action becomes TOP1 of orgnaization of the direct seeding that clean out treasure.
When modest searchs open of red times of direct seeding net, its commerce domain also is opened from this, gradually by business of direct seeding cable outspread wait for a domain to medium of electronic business affairs, culture, recreation, food, dress.
In addition, the consequence of osmund Ya is to spread to capital market more, become the vane of capital market. In May 2020, advocate the dream clean share that battalion home spins a product (002397.SZ) sign strategic cooperation agreement with osmund Ya. Will rise on May 11 in those days, dream clean share trades in 9 day harvested 8 harden board, share price rises to 9.92 yuan / , market prise exceeds 4 billion yuan.
Include to be fond of face the door (603008.SH) , golden word ham (002515.SZ) , dragon big carnivorous (002726.SZ) , Hai Lan's home (600398.SH) , come Yi portion (603777.SH) wait for much home to appear on the market to cooperate with osmund Ya, for a short while " osmund Ya concept " cause market heat to fry.
Recently, osmund Ya is trade antenna is extended more to achieve cast an industry.
Osmund Ya and its husband Dong Haifeng are much more subordinate an illicit collect orgnaization that the name mews for Qingdao modest, scope of operations includes illicit collect equity to invest fund of fund management, poineering investment to manage a service to wait, you Qian is searched (Hangzhou) control a finite liability company 100% hold.
Public data shows, modest is searched (Hangzhou) accuse a major servicing of finite liability company to include hatch network red advocate sow, production of nearsightedness frequency content and put in, macrocosm content sale. At present modest is searched accuse a banner to issue more than to have 40 in all advocate sow, include the head such as osmund Ya, small live abroad, late night Mr. Xu advocate sow, and the star such as Li Jing, Li Xiang, Lin Yi annulus advocate sow. Modest is searched (Hangzhou) the biggest partner that controls a finite liability company is Dong Haifeng.
Be worth what carry is, modest is searched accuse a chip in that ever drew a head to invest an orgnaization. June 2020, strategy of Jun Lian capital invested modest to search accuse, its president Shao Zhenxing still holds the position of modest target-seeking trustee. Be fond of the Jun Lian capital that invests MCN orgnaization, once invested " business of network red cable the first " if contain accuses.
Investor Zhang Ping expresses when accepting company of AI finance and economics to interview, the net that take money is red do illicit collect fund to run a company, who is basically seeing fund management person, who is executing a person actually, what is experiencing from course of study: "If this company can ask major to be in charge of high, itself has the resource of relevant industry, help him hold again dish, the future of this company develops me to feel do not have a problem. The future of this company develops me to feel do not have a problem..
Public data shows, fund of collect of illicit of Qingdao modest mew manages the executive trustee Zhao Ran of limited company, have cast financing experience richly, a be one class market veteran.
Zhao Ran is early or late before wide hair negotiable securities, thick heart sea fund and Jun Lian capital are engaged in investing bank zephyr danger to invest the job, basically enclothe a domain to include electric business, consumption and culture entertainment during Jun Lian capital, participate in during invested modest to search accuse wait for a company. He accuses at joining modest formally 2020 to search, basically be in charge of including operation management, send the work such as financing.
"What label is not important, there was money in hand, want to spend money earn more money. A lot of LP also are careless root be born. Just osmund Ya is famouser just. In addition, what the Star VC that includes the star such as Ren Quan does is very pretty good also. " Zhang Ping also says.
"To turn over " perform time and again
Appear again and again " to turn over " incident, industry comes on stage normatively, he sows the extruding that sows mode oneself... this makes probably " osmund Ya people " must consider the commercial pattern besides direct seeding, additional seek one's fortune.
Monitor according to Department of Commerce, only 2020 first half of the year, direct seeding of countrywide cable business already exceeded 10 million, active advocate sow a number to exceed 400 thousand, watch person-time to exceed 50 billion. According to tripartite data platform is forecasted, dimensions of business of direct seeding cable will expand to 2021 2 trillion yuan, permeability is as high as 14.3% .
It is under dilate of this dimensions quickness, the head advocate sow " to turn over " incident happens time and again.
Li Jiaqi uses not to stick boiler spot to demonstrate omelette between direct seeding, the result sticks boiler badly however, cause credit crisis; 2020, li Jiaqi is held because company of Shanghai makeup beautiful releases false advertisement, triPollar hairdressing appearance is publicized " FDA attestation " be related is fined 10 thousand yuan.
After incident of Cong Yan nest, "Xin Ba is Caesarean " also begin collapse. Supervisory management board of Guangzhou city market is made to its accordingly instruct the administration that suspends 2 million yuan to violate behavior, amerce to punish. In the meantime, quick worker platform also seals date 60 days to date of Xin Ba Zhang.
Chinese consumer society releases data to show, double 2020 11 during, consume negative news to basically be centered in direct seeding to take goods, unreasonable regulation two respects. Of goods of direct seeding belt " groove is nodded " main concentration takes goods to be suspected of brushing sheet to make a holiday in net Gong Mingxing, after service satisfaction spends low, experience poorer two respects.
The market superintended total bureau to also release activity of relevant sale of network direct seeding to superintend directive opinion, advocate sow the function of pair of commodity or service, function, quality to wait for conduct propaganda, ought to true, lawful, accord with " oppose unfair competition law " concerned regulation; Advocate sow undertake to promote goods inductivity is publicized, content of its direct seeding makes commercial ad, ought to according to " advertisement law " the regulation performs duty.
It is on the other hand, more direct seeding take goods platform, also cast off correct ministry in effort advocate sow depend on. Xuan Deceng of general manager of department of career of business of cable of the content that clean out treasure expresses publicly, of treasure direct seeding clinch a deal exceed 70% to come from shop to be sowed oneself, 30% come from the direct seeding that amount to a person, the GMV of osmund Ya, Li Jiaqi takes the living broadcast that clean out treasure than exceeding 10% .
And quick worker also is in gradually " abandon " Xin Ba is familial. View data according to gecko of platform of tripartite data, before 2020 3 quarters, 10 Xin Ba's familial core advocate sow accumulate total GMV about twelve billion two hundred and sixty-one million, 6% what occupy GMV of quick worker the corresponding period only, correlation and influence are reduced considerably.
More and more brands sow him, the move of centre of gravity of direct seeding comes to be sowed oneself. Of goods of direct seeding belt next, the likelihood needs osmund Ya, Li Jiaqi and Xin Ba no longer.
Occupy data of day cat government to show, double 2020 11 businessmen grow 509.34% compared to the same period from sowed GMV. Clean out treasure to ever also expressed publicly, future of the direct seeding that clean out treasure will drive 500 billion yuan of dimensions 3 years to clinch a deal, and predict 70% meetings come from shop to be sowed oneself among them.
The net is red cross a boundary, everything is sealed
In fact, before osmund Ya, had had net of direct seeding of a head red the investment that tried water to enlist pair of public companies.
Be similar to osmund Ya couple to begin to extend from inside zoology of electric business direct seeding to achieve join a group, became " the first eats crab " person, future also will there is no lack of other net is red into bureau, apparent, around in advocate broadcast the capital game between just just arisen, capital just is the ultimate goal with red net likely most.
The Xin Xuan that held water in April 2020 invests, the biggest partner is " quick worker one elder brother " Xin Ba, always oppose a scale 95% , hold the position of a company to carry out trustee to hold general manager concurrently at the same time.
In September 2020, laborious choosing investment and its combination author draft contributive 432 million yuan become a shareholder enterprise of bibcock of a children's footwear " start share " (603557.SH) , hold starts share 10% equity, become its the 2nd large stockholder.
Besides start share, laborious choosing investment still is made over through equity obtained appear on the market the company fills fast to amount to (300518.SZ) subsidiary Cheng Xunyun business the equity of 49% . The shareholder information change of Cheng Xunyun business showed on January 19, add Xin Youzhi newly (Xin Ba) for president.
But after enter capital market or participating in capital to run, net of head direct seeding is red whether before continueing to resemble this, be in feel just like a fish in water of net red domain, was full of sealed.
After incident of Xin Bayan nest, start the share price of share also is successive " be broken " , at present market prise is 3.49 billion yuan, the photograph when becoming a shareholder with Xin Ba is compared close to cutting sb in two at the waist.
And red attribute of a net appears on the market apparently the company accuses like contain, after going to the United States to appear on the market 2019, share price goes low all the way, market prise has dropped to the 246 million dollar nowadays from the about 1 billion dollar at the beginning of appearing on the market.
If contain controls a 2021 money year newspaper of money of the 2nd quarter shows, the 2nd quarter, if contain accuses a total net income to be 249 million yuan, drop compared to the same period 9% , net loss caustic 31.2 million yuan.
The article by " the world of finance and economics " company of finance and economics of AI of date of the Zhang below weekly banner is achieved formerly manufacture, without the license, any channel, platform is not reprinted please.
