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创新工场老虎基金减持美图 蔡文胜:你们会后悔

2017-08-25 08:27:43   新华网

4、推出精准广告产品,以使广告主可根据其受众的用户画像或喜好接触特定受众群。

由于互联网服务业务增长,智能硬件对美图总收入的贡献度下降到88.7%,但当前智能手机业务依旧是美图公司主要收入来源,上半年实现收入19.33亿元,销售卖出了84.7万台手机。据赛诺统计,截至6月9日美图手机品牌总销量名列第4,在品牌销售总金额榜上位居第3名,仅次苹果、小米。

对于扭亏时间表,蔡文胜表示,预计美图2017年度还是会处于亏损状态,主要在于公司会继续加大研发方面的投入,美图有盈利能力但不是现在,2018年会全面进入盈利状态。

整体来看,美图经调整的净亏损大幅收窄至3320万元,较去年同期下降97%。蔡文胜表示,这主要受惠于强劲的收入增长以及相关经营杠杆。此外,由于不再有可转换可赎回优先股公允价值变动造成的损失,美图净亏损较去年同期显著下降。

股东减持可能会后悔

在美图上市半年后,参与美图融资的创投开始陆续减持。据港交所资料披露,最先抛售美图的是李开复的创新工场,6月19日其出售了0.66亿股美图股票,套现5.61亿港元;7月3日,老虎环球基金减持4亿股,套现34亿港元;7月7日,启明创投减持2.12亿股,套现18.02亿港元;7月25日,IDG资本减持美图公司5000万股,套现4.25亿港元。上述4家机构累计减持美图股票7.28亿股,合计套现61.88亿港元。

以下为美图重要股东2017年增减持情况:

(数据来源:Wind)

在美图业绩发布会上,蔡文胜回应了股东减持:“我认为这是市场上再正常不过的行为,99%的早期投资者在解禁期结束后都会减持公司股票,但我们也看到这些机构投资者不断卖出股票的时候股票依然在上涨,已经上涨了50%,我想他们可能会后悔。”

对于创新工场等机构的做法,大隐基金投资总监金银松表示认可,他表示:“按照VC、PE行业的规律,投资机构通常会在被投资的公司上市或者被并购之后逐步退出,从而把账面的收益变成现金,而减持股份便是最常用的方式。”

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