According to Tianyancha data, Anjuke was established in Shanghai in 2007, mainly covering three major businesses: buying a house, renting a house and commercial real estate through mobile APP and website. After the first round of financing of $2 million was completed in 2008, three rounds of financing of $65,438+million, $65,438+million and $50 million were obtained respectively.
2065438+In March 2005, Anjuke was acquired by 58 Tongcheng, a domestic information service website, for US$ 267 million. The transaction method is cash plus stock. At the same time, 58 cities will spend 6.5438+million dollars to give the original team of Anjuke the equivalent restricted stock incentive.
According to the prospectus, in the shareholder structure of Anjuke before its listing, the controlling shareholder was Yao Jinbo, who controlled about 45.3% of the shares through 58 cities, and 65,438+03.5% through Ni Hao Harbor Company, with a total control of about 58.8%.
Other shareholders include: Tencent holds shares14.1%; Huaping Investment holds 7.9%; General Atlantic Transatlantic Capital Group holds 7.7%; Guling Investment holds 3.9%; Internet Opportunity Harbor Company holds1.5%; Country Garden (02007.HK) holds1.7%; Agile Group (03383.HK) holds 0.2%, etc.
On March 2, 20021year, Anjuke completed the financing of 250 million US dollars. BEAM MERIT LIMITED, a wholly-owned subsidiary of Country Garden, is the lead investor in this round of financing for Anjuke. According to sources, New World Development, Sun Hung Kai, Agile, Henderson Land, China Construction Real Estate, Times Real Estate and Chinachem Real Estate all participated in this round of investment.
In terms of financial data, the income of Anjuke Group increased from 62 163 billion yuan in 20 19 to 757,954.38+0 billion yuan in 20 19, and further increased to 8,052.4 billion yuan in 2020. At the same time, from 20 18 to 2020, Anjuke Group achieved annual profits of 654.38+090.7 billion yuan, 2.306 billion yuan and 654.38+095.47 billion yuan respectively, while the net profit margins in the same period were 30.7%, 30.4% and 24.3% respectively.
On the other hand, Ke Holdings Inc, which is close to Anjuke's business, was officially listed on the New York Stock Exchange as early as last August, raising a total of 2.44 billion US dollars. On March 16, Shell released the unaudited financial report for the fourth quarter of 2020 and the financial data for the whole year. In 2020, the net income of shells was 70.5 billion yuan, a year-on-year increase of 53.2%; The net profit was 2.778 billion yuan, and the adjusted net profit was 5.7 billion yuan, a year-on-year increase of 245.4%.
In contrast, the revenue scale of Anjuke is about 1 1.4% of that of Shell. However, the profit of Anjuke is only 800 million yuan less than that of Shell. Huge upfront investment swallowed up the profits of shells, which just started to make profits last year.
According to the prospectus, Anjuke Group provides online marketing services for new and second-hand houses through Anjuke and 58 properties. As of June 5438+February 3, 20201,the number of paid brokers of Anjuke online real estate platform exceeded 726,000, accounting for 67% of the online real estate marketing market share.
In addition, Anjuke Group operates the new house transaction service platform "Love House" and the "Smart House" which provides customized SaaS solutions for brokerage brands and brokers. Among them, Aifang promotes the sales of developers' new houses through brokerage brands and brokers. At present, it has expanded to 33 cities across the country, with a total transaction volume of 65.3 billion yuan in 2020, an increase of 282% compared with 20 19.
Anjuke said in the prospectus that the prospect of love house business is an important driving force for the company's future growth. But it is worth noting that compared with shells, Anjuke still has a long way to go in this business sector. Last year, the total transaction volume of the shell platform was 3.5 trillion, and the proportion of new houses was 1.38 trillion.
According to industry insiders, although Anjuke has a long development time and 58 cities are guaranteed, with its strong financial strength and the support of offline stores such as Chain Home and Deyou, the outcome of this game remains to be seen.
In fact, as the first generation Internet real estate information provider, Anjuke has never been able to let users "settle down".
On March 23, 20021year, the news that Shanghai Chain Home concentrated on removing 10,000 suites was posted on Weibo Hot Search, but there was a collective crusade against Anjuke in the comment area. The voices of "Check Anjuke", "Anjuke is full of fake houses" and "Anjuke's fake price" are overwhelming, once again pushing Anjuke with fake houses to the forefront.
In addition, Anjuke was previously notified by the regulatory authorities because of poor user information protection. Shanghai Communications Administration notified the list of 22 apps with typical personal information protection problems from June 5438 to February 2020, including Anjuke.
It is worth mentioning that on the black cat complaint platform, there are more than 700 complaints against Anjuke, which are basically aimed at false housing and defrauding customer information.
Besides peer competition and user trust crisis, Anjuke has other challenges and risks. Zhang Yi, CEO and chief analyst of Ai Media Consulting, believes that Anjuke's current financial data is more like a collection of comprehensive platforms, and the industry basic disk has strong uncertainty, which should be its biggest challenge. In addition, a large number of e-commerce companies such as Taobao and Suning have developed rapidly in close cooperation with real estate developers, which is probably no small challenge for Anjuke.
In addition, for Anjuke, there is a deeper risk, that is, from the perspective of national policy, the basic tonality of housing is to adhere to housing and not to speculate. Zhang Yi said, "As the real estate speculation in China market is no longer hot, the opportunity for real estate enterprises to get rich no longer exists, and the information flow platform as an important link in the industrial chain will encounter the problem of market scale growth. At present, the listing of Anjuke is probably stepping on the last chance. Looking forward to the next few years, the uncertainty of its growth is worthy of attention. "
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