当前位置: 主页 > 服务项目 >

私家侦探

联系我们

联系人:

手机:

固话:

地址:

服务项目

互联网巨头们投资乐融致新 押宝智能家居未来

作者:admin  日期:2018-10-29 14:24  人气:
也许乐视网在低谷已经太久,因此当它发布2018年上半年亏损11亿元、亏损额超过营业总收入、净资产为-4.77亿元的半年报业绩时,当天上午的股价居然上扬,并一度逼近涨停。可能人们相信“否极泰来”,但是不排除有时只会是一厢情愿。
 
Perhaps LTV has been in the doldrums for too long, so when it released its semi-annual report of a loss of $1.1 billion in the first half of 2018, a loss exceeding gross operating income and a net asset of $477 million, its share price rose that morning and was close to a halt. It may be believed that "Tai Chi Lai" is not a rule, but sometimes it is only wishful thinking.
 
 
 
 
 
如果贾跃亭继续赖账,乐视网与乐融致新未来或将分道扬镳。乐视网可能会失去核心子公司乐融致新的控股权,从而营业收入、净利润进一步减少,如果全年净资产继续为负,则存在退市风险。
 
If Jia Yueting continues to turn his back on his books, Lok Tung and Lok Rong will lead to a new future or go their separate ways. The company may lose the new controlling right of its core subsidiary, LeRongzhong, which will further reduce its operating income and net profit. If its net assets continue to be negative throughout the year, there is a risk of delisting.
 
 
 
目前,乐视网与贾跃亭旗下乐视控股等关联方,已经确认了67亿左右的债务。而从已公布的进展看,一是乐融致新收购乐视金融,以债权换股权,其中13.7亿元用于抵消关联方对乐视网的债务;二是把易到相关方债务1.7亿元转让给乐视网;三是以乐视网未来应付5.5亿元租金相抵;此外,乐视控股拟拍卖其持有的乐融致新股权,来偿还对乐融致新的欠款。
 
At present, the network and Jia Yueting's Lexus Holdings and other related parties, has confirmed about 6.7 billion debt. According to the published progress, firstly, Lenovo acquired Lenovo Finance in exchange for equity with creditor's rights, of which 1.37 billion yuan was used to offset the debts of related parties to Lenovo; secondly, it transferred the debts of related parties to Lenovo. 170 million yuan; thirdly, it offset the future rent of 550 million yuan paid by Lenovo; moreover, Lenovo Holdings intends to auction its holdings. Lok Rong has created a new equity interest to repay the new debt owed to Lok.
 
 
 
从上述进展看,乐视网仍未与关联方形成“全面有效”的债务解决方案。所以,乐视网还是缺钱,上半年经营活动产生的现金流量净额为-8.5亿元,谈何重振。
 
Judging from the above progress, LETV has not yet formed a "comprehensive and effective" debt solution with related parties. Therefore, the network is still short of money, operating activities in the first half of the net cash flow generated by - 850 million yuan, talk about how to revive.
 
 
 
再说了,目前掌握乐视网管理权的二股东融创(天津嘉睿的实际控制人),如果把乐视网搞好了,最大的受益人仍然是乐视网的大股东贾跃亭(乐视控股的实际控制人)。融创集团的老板孙宏斌现在已经变聪明了,去年投入了150亿到乐视网、乐融致新和乐视影业“救援”,没想到贾跃亭对上市公司67亿的欠款至今没还。你都不负责任,我还帮你兜底吗?干脆大家都不玩了。
 
In addition, the two shareholders who currently control the management of LTV network Rongchuang (the actual controller of Tianjin Jiarui), if LTV network is well done, the biggest beneficiary is still the majority shareholder of LTV network Jia Yueting (the actual controller of LTV holding). Sun Hongbin, the boss of Rongchuang Group, has become smarter. Last year, he invested 15 billion yuan in the "rescue" of LTV, Rongzhixin and LTV, but Jia Yueting's $6.7 billion arrears to the listed companies have not been repaid. You are irresponsible. Can I help you?
 
 
 
乐视网已经越来越接近“退市”的通道。孙宏斌不会愿意看到150亿的投资全部打水漂。乐融品牌今年上半年创立,很明显是他的“后手”。
 
LETV has been getting closer to the "delisting" channel. Sun Hongbin would not be willing to see 15 billion of all investment. The establishment of Lok brand in the first half of this year is obviously his "back burner".
 
 
 
今年,负责乐视彩电业务的乐视致新完成新一轮融资,引入腾讯、京东、苏宁、TCL等战略投资者,融资27亿元左右,乐视致新也改名为乐融致新。前不久,乐融致新推出新品牌“乐融”。而乐视网董事长兼总经理刘淑青,现在另一个抬头是乐融集团CEO。
 
This year, Lexus, which is in charge of Lexus color TV business, completed a new round of financing. It introduced strategic investors such as Tencent, Jingdong, Suning and TCL to raise about 2.7 billion yuan. Lexus also changed its name to Lexus. Not long ago, Lok Rong launched a new brand of "happy fusion". Liu Shuqing, chairman and general manager of LETV, is now another CEO.
 
 
 
眼看着乐视网的“船”就要沉的样子,为什么腾讯、京东、苏宁、TCL等互联网和制造业巨头们还要投资乐融致新?答案很简单:押宝智能家居的未来。
 
The answer is simple: bet on the future of smart homes.
 
 
 
虽然国内彩电市场上半年销售额是下滑的,但是房地产未来精装修的趋势是确定的,所以直接对口房地产商、提供智能家居整套解决方案,是彩电业的重要突破口之一。而乐融致新、乐融品牌背后的支持者是融创集团。可以预想,不管国内彩电市场如何起伏,融创集团旗下房地产和文旅城项目的智能家居、智能社区、智能商业解决方案,是明摆着的现实需求。为什么不投点小钱,分点市场?
 
Although the domestic color TV market sales for half a year is down, but the future trend of fine decoration of real estate is certain, so direct counterpart real estate developers, to provide a complete set of smart home solutions, is one of the important breakthroughs in the color TV industry. And Lok Rong's new and Lok brand supporters are syndicate group. It can be imagined that no matter how ups and downs the domestic color TV market, Rongchuang Group's real estate and cultural city projects smart home, smart community, smart business solutions, is clearly the reality of demand. Why not invest a little money and divide the market?
 
 
 
在激活智能电视大屏价值方面,贾跃亭“卖内容、送电视”的路走砸了。但是,智能大屏的真正春天才刚刚开始。《2018年度OTT行业发展趋势分析报告》显示,随着智能电视和智能盒子激活数量上涨,数字电视缴费用户下滑,OTT用户激活数量将在2019年超越数字电视缴费用户数量。2017年国内OTT广告收入26亿元,同比增长147%,OTT大屏媒体价值正在迅速放大。所以,互联网电视阵营在经历阵痛之后,纷纷重新出发,乐融致新推出“乐融”品牌,微鲸做投影的细分市场。
 
In the activation of smart TV screen value, Jia Yueting "sell content, send TV" road smashed. But the real spring of intelligent big screen is just beginning. As the number of smart TVs and smart boxes activated rises and the number of subscribers who pay for digital TV declines, the number of OTT subscribers activated will surpass the number of subscribers who pay for digital TV in 2019, according to the 2018 OTT Industry Trend Analysis Report. In 2017, domestic OTT advertising revenue was 2 billion 600 million yuan, an increase of 147% over the same period, and the OTT screen media value is rapidly expanding. Therefore, after experiencing pain, the Internet TV camp has set out afresh, Lerong Zhi launched a new "Lerong" brand, micro-whale projection market segmentation.
 
 
 
前面还是有好日子,但是贾跃亭拖欠乐视网如此巨额的应收账款,孙宏斌不想跟他玩了。目前,乐视网已将乐融致新注册资本总数的34.9398%质押给天津嘉睿和融创集团。接下来,就看贾跃亭的态度了,他还钱给上市公司,则乐融致新与乐视网捆绑发展;如果不还债,乐融致新就会“单飞”。
 
There are still good days ahead, but Jia Yueting is in arrears with such a huge amount of accounts receivable, Sun Hongbin does not want to play with him. At present, LTV has pledged 34.9398% of its new registered capital to Tianjin Jiarui Rongchuang Group. Next, it depends on Jia Yueting's attitude, he also paid the listed company, then Lerong Zhixin and Lexin bundled development; if not repay debt, Lerong Zhixin will "fly alone".

下一篇:京东“一心为你”亮相AWE2018 八大区域构成家电体

上一篇:银行征信风控市场巨大

信用资质