The First 32 Billion Logistics Enterprises In SF Are Very Valuations.

Nandu reporters saw on the Shanghai joint stock exchange website yesterday that the pferable party was the third largest shareholder of the company, Shanghai New Development Technology Development Co., Ltd., and the shares pferred were also its holdings.

After the project is concluded, Shanghai's new development will withdraw from de Bang logistics.

The newly developed shares in Shanghai accounted for 3.325% and the listing price was 332 million 500 thousand yuan, and the estimated value of debton was about 10 billion yuan.

Not only debbang, but because of the frequent capital operation of logistics companies in recent years, the valuation of China's large logistics enterprises has become an arithmetic problem.

Hansen, director of China's logistics and supply chain management, and Huang Gang, general manager of supply chain management of Hansen century, first took stock of the valuation of the above enterprises in the circle of friends and micro-blog (19.66, 0.81, 4.30%).

Among the enterprises that can be calculated at present, the highest valuation is

By the end of last year, the strategic cooperation agreement signed between SF and Yuan Wo Holdings, China Merchants Group and CITIC Capital, the total investment of the three investors would not exceed 25% of SF's 8 billion yuan.

The estimated value is about 32 billion.

Second of them are

。

In the third place, a year ago, Ali (106.07, 4.27, 4.19%) invested 541 million Hong Kong dollars to directly subscribe to Haier group's Japanese logistics company's 9 .9% share, and calculated the value of about 4 billion 300 million.

This is followed by home express. In October of this year, 30% of the shares were sent to the company. The introduction of Fosun Group, China Merchants Securities, Haitong Securities, Hongtai capital, and China Merchants equity investment fund raised 1 billion yuan in strategic financing, and the estimated value was about 33 .33 billion.

Finally, Tianhua Huayu was acquired by CITIC 750 million.

But 8 years ago, T N T spent more than 1 billion 100 million yuan on the acquisition of Tianhua Huayu logistics, which shows that the selling price is obviously low.

So the market estimates that its market value has risen to 2 billion.

Huang Gang also compared the large logistics companies in the US.

He said that C H Robinson, the largest logistics company in North America, had a market capitalization of 10 billion 185 million dollars, and the US taxi U ber was applied to logistics for less than a year, with a valuation of up to US $17 billion.

By contrast, we can see the gap of China's logistics enterprises, but at the same time, it shows that China's logistics enterprises have great potential for market value growth.

The logistics industry is making a fortune.

How do we see the valuation of logistics enterprises? Huang Gang told reporters in Nandu that the above inventory was based on the paction price at that time, and now the valuation has changed.

In particular, debbond is only a listed price, not the actual paction price.

But through this inventory, we can still understand the scale equivalence and the role of the industry.

He said that compared with the North American logistics company, it is certain that the single entity logistics enterprise will not be too high valuation compared with the logistics enterprise that integrates the concept of electricity supplier and platform, and the value of self built platform logistics enterprise will not be higher than that of a logistics enterprise that creates a socialized open platform.

Wang Xiaoxing, an analyst at Analysys think tank, told an interview with Nandu reporters that the valuation of logistics enterprises represents the value judgment of investors.

If we compare logistics enterprises with Internet companies, we can clearly see investors' preferences and preferences for industry choice.

He said that logistics enterprises have been making a lot of money in recent years, which can be said that the industry is making money.

But Internet companies burn more money.

But even so, Internet companies are still hot investments, and are more attractive in the minds of investors.

Visible, logistics enterprises have profitability, but Internet companies are more "reputation outside".

Since there is no shortage of money, why is capital operation so frequent in recent years? Huang Gang said that this year is the first year of pformation of logistics enterprises and the turning point of the industry.

Under the impact of the Internet, traditional logistics enterprises have been changing.

At present, the SF is represented by selective financing instead of rashly seeking money for money.

Wang Xiaoxing said, mature market, generally will only have 2- 3 large enterprises, we can see that the future logistics and express industry will face a big shuffle.

In addition, China's express industry has just announced that it will be fully open to foreign investment. Under such circumstances, local logistics enterprises must enhance their strength, speed up their layout and make early plans.

And all this needs money.