It is understood that the pledge business occurred on May 18, and the closing price of SF Holdings on that day was 53.69 yuan/share. If calculated according to the general pledge discount of 40%, the mortgage will raise cash of 654.38+005 billion yuan.
It is reported that tens of billions of funds obtained from Wang Wei's mortgage of shares may be used to acquire Baidu takeaway.
Earlier, there were market rumors that SF will acquire the logistics and distribution business of Baidu takeaway. In this regard, SF Express responded at the Shenzhen-Hong Kong Stock Connect Investment Summit of Credit Suisse Bank in Switzerland: "SF Express and Baidu Takeaway do have cooperation in some cities, but there is no information to be disclosed for the time being."
In the above reply, SF did not completely deny the rumor, and it is not clear what kind of cooperation it said.
Some analysts said that SF took a fancy to Baidu takeaway for the following three reasons: First, the delivery mode of Baidu takeaway. This is different from the traditional express mode in the same city. Baidu take-out can provide guarantee for delivery time, improve user experience and reduce costs through reasonable business circle division. Second, Baidu Logistics has established an education and training university, with a total number of courses exceeding 120, with an average monthly training duration of 124 hours, and a large number of distribution teams with targeted training and standardized operation; Third, through the construction of its own team, Baidu take-out is more in line with SF Express, which has been taking high-end services, in terms of unified image and personnel quality, and the distribution staff is stable.
The above analysts believe that for SF Express, which is mainly distributed in different places and operates in a distributed distribution mode, Baidu takeaway can make up for its lack of urbanization. For Baidu, whose ambition is artificial intelligence, the long-term loss of Baidu takeaway has also reached the edge of being abandoned, and it is undoubtedly a good choice to sell it to SF.
It is understood that Wei Wang has always wanted to develop in the field of O2O. The only company that has invested in the New Third Board before SF is Baimi Life. Insiders pointed out that SF's investment in 100-meter life is more due to the consideration of further layout in the field of community O2O integrated services.
According to the data, Mibai Life Insurance is the largest Wi-Fi operator in China, covering 3 15 cities in China. After five years of data precipitation, 100-meter Life hatched the first application product "100-meter shopkeeper" in China to open up the whole business chain of mobile payment, precision marketing, online financing and information management.
100 meter battery life is different from most other commercial WiFi competitors. It does not make a living by selling WiFi products and services, but provides value-added services to customers through huge WiFi operating resources. This can bring vitality and considerable traffic to SF e-commerce platform and Internet finance.
It is reported that the "100-meter shopkeeper" has reached hundreds of thousands of cooperative merchants. The company's router information will analyze the store situation for the merchants, and will more clearly count the number of people passing by and sitting in the store in the future, so as to make some stupid marketing channels and solutions for small and micro businesses.
Some market participants speculate that if consumers or businesses place orders through the 100-meter life platform and SF Express and Baidu Takeaway are responsible for relay delivery, then the online and offline layout envisioned by Wang Wei will become mature.
Recently, Mibai Life announced that it intends to apply for termination of listing. According to informed sources, Mibai Life has plans to land on the GEM in the future. If all goes well, Wei Wang will not only reap the investment income, but also further realize its own O2O dream.