"Double Eleven" is coming, when Li Jiaqi, Luo Yonghao and other anchors are still in full swing, the first listed company invested by Weiya is here!
After receiving a fine of 1.341 billion last year, Weiya did not appear in the live broadcast room again, but the bureau she had set up before was still quietly advancing.
On November 4, Juzi Biotech, known as "Huawei in the beauty industry" and "the first stock of collagen", was listed, once rising more than 25% during the session, and as of the close, Juzi Biotech's share price closed at HK $26.7, up 9.88%, with a total market value of HK $26.476 billion (about RMB 24.233 billion).
According to the prospectus, in 2021, Weiya and Hillhouse Capital, CPE Yuanfeng, Jinyi Capital and other institutions participated in Juzi Biologics and subscribed for 37.98% of the latter's shares at a price of 20 yuan per share, with a total investment of 7.33 billion yuan.
Among them, Qianyi Holdings Limited (hereinafter referred to as "Qianyi") under the name of Weiya participated in the company's A-1 round of preferred stock and A-2 round of preferred stock financing, holding 0.86% of the equity of Juzi Biotech before the global offering, followed by 0.84% of the equity after the global offering.
According to this calculation, the market value of the shares of Juzi Biotech held by Weiya and his wife is about 204 million yuan, compared with the 167 million yuan invested when they bought the shares, and the floating profit has exceeded 35 million yuan.
Image source: Visual China
The degree of "profiteering" directly catches up with Moutai
Wei Ya and his wife "got on the bus" before the market
According to China Fund Report, Qianyi is a company incorporated in the British Virgin Islands in October 2021 and controlled by Shanghai Qianyi Enterprise Management Partnership (Limited Partnership) (hereinafter referred to as "Shanghai Qianyi").
The sole limited partner of Shanghai Qianyi is Qingdao Qianmeowu Private Equity Investment Fund Partnership (Limited Partnership), which is ultimately controlled by Dong Haifeng.
Tianyan investigation shows that the actual controller of Qingdao Qianmeowu Private Equity Investment Fund Partnership (Limited Partnership) is Dong Haifeng, the husband of the former well-known anchor Weiya.
In addition to investment, Juzi Bio's brand "Kefumei" has also appeared in Weiya's live broadcast room many times, and the two sides have cooperated in many live broadcasts. In 2021, Weiya also stood for Juzi Bio at the Haikou Consumer Expo, and when the pre-sale of "Double 11" opened in advance in 2021, Fumei became the top 5 of Weiya's live broadcast room sales, reaching more than 50 million yuan.
Wei Ya brings goods Juzi Bio's brand can be restored
According to the prospectus of Juzi Biotech, the company's main business is the design, development and production of professional skin care products with recombinant collagen as the key bioactive ingredient. From 2019 to May 2022, the company recorded operating income of 957 million yuan, 1.190 billion yuan, 1.552 billion yuan and 723 million yuan respectively.
According to Frost & Sullivan, Juzi Biotech's market share accounted for 1.1% of China's overall skin care market in terms of retail sales in 2021. The company is the second largest professional skin care products company in China in 2021 and has been the largest collagen professional skin care products company in China (by retail sales) for three consecutive years since 2019.
Juzi Biotech's flagship brands are Cleargold and Kefumei, which are the third and fourth best-selling brands in China's professional skin care products industry in 2021, respectively. In addition to Cleargold and Fumei, the company also has scar repair brands Keji, mouth ulcer brands can be smoothed, feminine care brands Liyan and so on.
The gross profit margin of Juzi Bio's professional skin care products has been maintained at more than 80%. From 2019 to May 2022, the gross profit margin of the company's professional skin care products was 84.8%, 86.3%, 87.3% and 85.0% respectively. Taking 2021 as an example, the flush iFinD shows that among the 4,981 A-share companies, there are only 55 listed companies with higher gross profit margins than Juzi Biotech in 2021. In 2021, the gross profit margin of professional skin care products of Juzi Biotech exceeded 98% of A-share companies. The gross profit margin of Kweichow Moutai in 2021 is 91.62%, and the degree of "windfall profit" of Juzi Bio is directly catching up with Moutai. Under the success of Amec and Huaxi Biotechnology, Juzi Bio has been sought after by VC/PE, and the investment circle has a saying that "Huawei in the beauty industry, it is difficult to get a vote".
However, the 20-year-old company did not complete the first round of financing until the end of 2021, and it was also the only round of financing before the IPO, and "top stream" institutions such as Hillhouse, CPE Yuanfeng and Legend Capital squeezed in, with a post-investment valuation of 19.3 billion yuan. This is the only open opportunity to make money, and the Weiya couple also "killed" it.
It also invested in Delmar, with an annual revenue of more than 3 billion
In addition to Juzi Bio, Weiya's husband Dong Haifeng also appeared in the shareholder list of Guangdong Delmar Technology Co., Ltd. (hereinafter referred to as "Delmar"), an IPO company on the Growth Enterprise Market. In November 2020, Dong Haifeng increased its capital to Delmar by 150 million yuan and acquired 2.84% of the company's equity. Delmar's prospectus (2022-09-28 version) shows that if the company is successfully listed, the proportion of Delmar shares held by Dong Haifeng after this offering will be 2.27%.
Delmar is mainly engaged in vacuum cleaners, water purifiers, massagers and other innovative home appliances, and the company's brands include "Delmar", "Philips", "Weixin" and so on. In June this year, Delmar passed the review of the GEM listing committee and is currently awaiting the issuance of registration approval by the CSRC.
Delmar's business can be divided into three parts: brand agency, Xiaomi OEM ODM, and independent brand, and Delmar's revenue has grown significantly by brand agency and OEM to others (mainly Xiaomi).
According to the prospectus, Delmar achieved revenue of 1.517 billion, 2.228 billion and 3.038 billion yuan from 2019 to 2021, a year-on-year increase of 56.91%, 46.89% and 53.27% respectively; The net profit attributable to the parent was 111 million, 173 million and 170 million yuan respectively, a year-on-year increase of 173.80%, 56.55% and -1.85% respectively.
It is worth noting that Weiya and his wife are also Delmar who invested in the pre-IPO round, and they are also products that Weiya once strongly recommended when she brought goods live.
The "successor" has become important
In February this year, 36Kr said that Weiya's team was not disbanded or laid off due to the suspension of the air, and resumed work after a week of vacation, and is currently temporarily serving other anchors. Although Wei Ya has lost the lead, Qianxun as a live broadcast agency is still operating normally. In March this year, Weiya's organization Qianxun culture returned to the first position in the monthly list of institutions.
The launch of the new live broadcast account "Bee Surprise Society" in February this year provides a new answer to this question - the promotion of the assistant to the anchor.
"Here we are!" Six pairs of hands danced on the screen, and a live broadcast room called "Bee Surprise Society" first opened on Taobao on the evening of February 12, attracting a large audience in a short time.
The vast majority of the crowd who poured into the live broadcast room were once "Weiya's women". Because they were pleasantly surprised to find that this self-proclaimed "brand new live broadcast room" were all familiar faces - among the 6 anchors who appeared, Xiaohan, Haohao, Kaizi, Facai, and Duoduo were all resident assistants or models in Weiya's live broadcast room in the past. Weiya's "favorite fan" Xiao Li (pseudonym) told the "Daily Economic News" reporter, "They are all the original team members who know each other, and the familiar feeling is back." ”
However, if you have never watched Via Live before, you will think that "Bee Surprise Society" is a "new stove" that has nothing to do with Weiya. The 6 on-camera anchors did not respond to questions about Weiya during the live broadcast, and repeatedly emphasized the new identity of "entrepreneurial small team".
Qixinbao information shows that "Bee Surprise Society" is owned by Hangzhou Baifeng Culture Media Co., Ltd., which was established in August 2021 and changed its business scope that month to include business content such as live broadcast and goods. He Weihua serves as a legal person and major shareholder, which on the surface is not directly related to Weiya and Qianxun Company.
However, many Weiya fans like Xiao Li believe that the "Bee Surprise Society" is the return of the organization. They said that the name "Bee Surprise Society" is similar to Weiya's previous official public number "Weiya Surprise Society", and "Bee" is also the fan nickname of Weiya's husband Dong Haifeng. Moreover, the fixed night scene background panel of Weiya's live broadcast room and the classic oral broadcast of "Don't talk nonsense, let's draw the wave prize first" also appeared in the live broadcast room of "Bee" without exception. The reporter also noticed that the information of the live broadcast of "Bee Surprise Society" was highly reposted by Qianxun employees.
Xiao Li told the "Daily Economic News" reporter that the selection of "Bee Surprise Society" is not much different from Weiya's live broadcast. "There are 55 products on the premiere, including the Yuze mask that came to 'defect' to Weiya before, and the twist recommended by Lin Yilun," Xiao Li explained, Lin Yilun is also a star anchor signed by Qianxun, "The discount is still very large, a total of more than 500 consumed, support old acquaintances." ”
With the support of fans, the premiere of "Bee Surprise Society" exceeded 1 million views and increased by 260,000 followers that night. Five days later, its live broadcast room had more than one million fans and entered the top 3 Taobao live broadcast list.
In this regard, Analysys brand retail industry senior analyst Chen Tao said that with a new live broadcast room to evaluate, the development speed of "Bee Surprise Club" is very fast and the performance is amazing, "Other ordinary live broadcast rooms to develop to this level, it may take a year or even longer, but 'Bee' did it in just one week." ”
Whether "bee" is a "stand-in" for Wei Ya or not, its appearance has pulled Wei Ya back to the public eye, stirring up the live broadcast rivers and lakes that were silent for a moment.
Screenshot of the live broadcast page of Double 11 Bee Surprise Club
According to Phoenix Finance, after the opening of Double 11 this year, each live broadcast of Bee Surprise Society on Taobao can reach 10 million + views, and as of now, the number of fans has exceeded 6 million, although it is not enough to compare with Weiya at the peak, but it has also become a pivotal anchor on Taobao.
Editor| Duan Lian Du Hengfeng
Proofreader| Wang Yuelong
Daily economic news is synthesized from China Fund News, Times Finance, Yinqi Finance, Phoenix Finance, Every Economic Network, public information, etc
Daily economic news