1500亿!腾讯又喜提一家上市公司!
近日腾讯音乐(TME)更新招股书,发行价区间定价为13美元至15美元,拟发行ADS股份8200万股,估值约1500亿元至1745亿元,预计双12美股上市。
这也意味着,腾讯又要喜提一家上市公司!近一年来已有13家腾讯系公司在港美股上市,市值合计8634亿人民币,加上腾讯音乐,一个万亿新帝国即将崛起。
中国最大的音乐娱乐平台
腾讯音乐娱乐集团于2016年由QQ音乐和中国音乐集团合并而成,旗下有QQ音乐,酷狗音乐,酷我音乐和全民K歌四大音乐Apps。其中酷狗音乐、QQ音乐、酷我音乐三款产品的市场占有率分别为40.7%、25.4%和10%,累计份额高达76.1%,毋庸置疑腾讯音乐是中国最大的音乐娱乐平台。
官方数据显示,腾讯音乐各平台总月活用户数超8亿,日均使用时长超70分钟,今年上半年营收86.19亿元,同比增长92%;调整后利润为21.12亿元,同比大涨189%。腾讯音乐成功上市,将成为美股市场IPO最高的科技公司之一。
对标Spotify不虚
而股东层面,腾讯爸爸持有其近六成股份,全球第一的音乐平台Spotify持有其9.1%的股份。有趣的是,正是因这9.1%的持股,Spotify在今年三季度首次实现了扭亏为盈。
市场上都拿腾讯音乐和Spotify对标,Spotify面向全球的市场,第三季度末的月活数为1.91亿人,虽然腾讯音乐聚焦于国内市场,但是月活远高于Spotify。华盛证券认为腾讯音乐背靠着腾讯的社交优势,再加上和腾讯大文娱版块的业务协同,未来还有很大的增长空间。
打造中国特色泛娱乐平台
在腾讯音乐的营收构成中,社交娱乐服务的贡献已经远超在线音乐服务。2018第一季度,腾讯音乐在线音乐服务与社交娱乐服务及其他的收入比为3:7。也就是说,全名k歌、音乐直播等社交娱乐服务平台,正带着腾讯音乐闷声发大财。
另一方面,腾讯音乐还推出音乐人扶植计划、成立独立厂牌,甚至进入造星环节,培养自己的艺人和内容资源。从最初的音乐播放器延伸到音乐全产业链,腾讯音乐要打造一个中国特色泛娱乐平台。中国在线音乐泛娱乐市场规模年复合增长率高达61%,面对中国增长空间巨大的市场,音乐帝国梦实现指日可待!
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