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万家文化接盘侠野心何在?分析:为炒壳或者炒动漫

2017-08-21 18:08:44   中国经济网

万家文化接盘侠野心何在 浙江富豪俞发祥的动漫梦

俞发祥此时入主万家文化有可能是为了炒壳或者炒动漫

《投资者报》记者 向劲静

此前,影视明星赵薇的入主,让浙江万好万家文化股份有限公司(下称“万家文化”,600576.SH)如明星般备受A股市场瞩目,同时也备受监管层的关注。

正因如此,赵薇入主万家文化无疾而终。然而,这丝毫没有影响万家文化前控制人孔德永的退意。在赵薇退出三个月后,万家文化找到了新买家。

8月4日晚,万家文化发布公告称,控股股东万好万家将公司100%股权转让给祥源控股集团有限责任公司 (下称“祥源控股”),实际控制人变更为祥源控股老板俞发祥。

这就意味着,万家文化实际控制人由孔德永变更为祥源控股实际控制人俞发祥。而与赵薇当初要约收购价相比,这是一笔打了5折的买卖。

不过,新接盘侠俞发祥却引起了投资者的好奇。与明星赵薇的家喻户晓不同,俞发祥是谁?他为何会选择接盘万家文化?到底看重万家文化的哪些方面?他将会给万家文化带来什么?带着这些疑惑,《投资者报》记者采访到祥源控股相关人士,得到部分解答。

17亿接盘用意何在

从时间上来看,万家文化此次易主的效率极高,可谓速战速决。

万家文化公告称,祥源控股以16.74亿元的价格收购万家集团100%股权,收购后间接持有万家文化29.72%的股权,至此,万家文化的实际控制人变更为俞发祥。与赵薇当初的要约收购价相比,这一价格相当于打了五折。

公告一出,就引发市场震动。有影视行业券商分析师表示:“之前没有听到任何风声,没想到这么快就办妥了,看来是吸取了以往的教训,打起速战速决的战术。之所以如此‘高效’,主要是万家文化近半年股价大幅缩水,实际控制人在身家不断蒸发的焦虑下急于谋求脱身。”

孔德永为何如此急于将万家文化卖给俞发祥?似乎胜过卖给赵薇。

查看万家文化的历史资料获知,万家文化的前身是庆丰股份,其在2006年被以净资产溢价10%的价格,将58.98%的控股权卖给了温州商人孔德永,这位以房地产发家的老板。

根据当时的交易来看,卖方随后从孔德永的万好万家集团有限公司手中,将纺织资产回购过来。也就是说,孔德永当时为壳买单实际上只花费4000多万元,便将几十亿市值的上市公司买到手。然而到手后,孔德永10年间“卖壳”5次,均以失败而告终。

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