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ANumberOfKoreanGiantsJoinedThe8.3BillionYuan“HansenHomeAcquisitionWar”,TheChineseMarketIsInSeriousDecline.

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Inani leZigebenga zaseKorea zijoyine 8.3 Ibhiliyoni yeYuan “Imfazwe yokuFumana iKhaya leHansen”, Imakethi yaseTshayina ikwimeko embi kakhulu.

Ikhitshi loqobo kunye neBathroom yoMzimveliso oPhambili kwiKhitshi yeMedia kunye nolwazi lweBathroom

Imfazwe yokufumana eyona nkampani inkulu yaseKorea enefenitshala yendlu iyafudumala.

Ngokudibanisa isigebenga saseKorea, Iqela le-LX, ukhuphiswano lokufumana iKhaya laseHanson luya luqina. Ngaphambili, Ivenkile yeSebe leShinsegae yaseMzantsi Korea, Ifanitshala yakwaHyundai (IHyundai Livart), inkampani encedisayo yeHyundai Department Store, kunye neLotte yaseMzantsi Korea ibhengeze injongo yabo yokuzuza ngokudibeneyo uHanson kunye ne-IMM PrivateEquity yaseMzantsi Korea. (IMM). Kodwa inkampu yokufumana iyanda kunye nokongezwa kwe-LXHausys, inkampani yezixhobo zokwakha ephethwe yi-LX Group (kanye inxalenye LG), enye yezona zibalaseleyo zaseKorea 50 amaqela amashishini.

Ukuba uLX Hausys ufumana iHansen, inkampani ekwinqanaba eliphezulu kuyilo lwangaphakathi kunye neshishini lezinto zokwakha, Ubume bezinto zokwakha zaseKorea kunye noshishino loyilo lwangaphakathi luya kuhlaselwa kakhulu, kwaye izabelo zemarike zeenkampani eziphezulu ziya kubalwa kwakhona.

Ngokutsho kweendaba zaseKorea, I-LX Hausys ibambe intlanganiso yebhodi ngoSeptemba 6 kwaye ibhengeze ukuba iza kutyala imali 300 ibhiliyoni iphumelele (RMB 1.7 ibhiliyoni) njengomtyali-mali ocwangcisiweyo kwingxowa-mali yezabelo zabucala ethi i-IMM iceba ukuyimisela ukuze ifumane uHanson. Nangona kunjalo, utyalo-mali lokugqibela alukaqinisekiswa.

Lotte, I-Shinsegae kunye ne-Hyundai Department Store Group babhengeze izicwangciso zabo zokuthatha inxaxheba ekufumaneni. I-LX Hausys ithathwa njengeyona nzuzo ikhuphisanayo ngokuqwalasela intsebenziswano kunye neshishini likaHanson..

Ngokuphuma kwamva nje kweQela le-LX ukusuka kwiQela le-LG, umda wayo woshishino uye wanda ukusuka kwizinto zokwakha zemveli ukuya kwindlu yonke. Izinto zokwakha akhawunti malunga 70% yeLX Hausys’ iintengiso, ezigquma iifestile, iingcango, umgangatho, iiphaneli, ilitye lebhastile elenziweyo, njl. Ukuthengiswa kwecandelo kwikota yesibini yalo nyaka bekuyi-KRW 659.6 ibhiliyoni, phezulu 25% unyaka nonyaka. I-LX Hausys inesabelo esikhulu semarike kwicandelo lefestile kwiiprojekthi zezindlu zokuhlala eKorea. Kananjalo inamandla kwimigca yemveliso eyongeziweyo kwixabiso eliphezulu elifana neesinki zasekhitshini lebhastile kunye nempahla yokugquma iPF.

Kwaye uHansen unenzuzo enkulu kwimarike yokuthengisa yaseKorea. UHansen waqala ngefenitshala yasekhitshini 1970, emva koko waqala ukubonelela ngefenitshala yangaphakathi 1997 kwaye yandise ishishini layo ukubandakanya izinto zokwakha ezifana nezindlu zangasese, iifestile kunye nomgangatho. Okwangoku nguNombolo. 1 umdlali wemarike kwifenitshala yasekhitshini kunye nefenitshala yangaphakathi eKorea. Abathengisi bayo abaphambili, izitolo ezisemgangathweni kunye nenani leevenkile zezona zizathu zibalulekileyo zokutsala umfumani.

Ngokweengxelo zeendaba zaseKorea, UHansen unamagumbi omboniso kunye namaziko amava ama-mega ngaphakathi 15 iindawo eziphambili kwingingqi, kuquka iBangbae-dong, Seocho-gu, Seoul kunye neNunhyeon-dong, Gangnam-gu, Daegu, I-Pangyo-dong, noHanam-si, eKorea. Babonelela ngokukhethekileyo ngeemveliso ze-Hansen kwaye banayo 550 iivenkile ze-intanethi zeshishini lokulungisa ngokutsha indlu, 240 iivenkile zefenitshala zasekhitshini kunye 80 iivenkile zoyilo lwangaphakathi.

UHansen uyasebenza 8,000 ukuhlaziya iingcali zokwakha kunye 2,500 Uyilo lwangaphakathi lokuthengisa amaqabane. Intengiso yenkampani kunyaka ophelileyo (267.5 ibhiliyoni iphumelele) ngaphezulu kokuphindwe kane kunonyaka ophelileyo (65 ibhiliyoni iphumelele), owona msebenzi uphezulu ukusukela ekusekweni kwayo. Itshaneli yayo ye-intanethi, Hansen Mall, enika ulwazi ekwenzeni amakhaya amatsha alungele wena, izindlu ezihambayo, amagumbi abantwana, njl., iphumelele ukukhula kokuthengisa okulungileyo ukususela kwikota yokuqala yonyaka odlulileyo. Ngoku iyatsala 3 izigidi zabathengi ngenyanga.

Ukuthengiswa kweB2C yayo (ukulungiswa kwakhona kunye nekhitshi) ulwahlulo lonyuke ngo 23% unyaka nonyaka kwi 2020. Oku, Re-House, ebonelela ngezisombululo zokuhlaziya ngokupheleleyo, ikhule nge 33.3%. Njenge ye 2020, Ukuthengiswa kwekhitshi laseHansen kwiakhawunti yamakhaya asetyenzisiweyo 27.5% yentengiso iyonke. Idityaniswe ne 30.6 ipesenti yokuthengiswa kwe-intanethi kunye ne-offline ekuthengisweni kwefenitshala kunye nempahla yasekhaya, ishishini le-B2C libalwa 69.1 ipesenti.

Ingeniso kaHansen ye-FY2020

Idatha yoCwangciso-mali oluPhambili 2020 2019
Ingeniso 2,067,469 1,698,372
Inzala yokuqala phambi kokucuntsulwa 542,309 473,522
Inzuzo yokusebenza 93,107 55,772
Ingeniso phambi kwerhafu 95,490 74,459
UHlumo lweNgeniso yeNgeniso 66,841 42,715
Ukukhula kwee-asethi zizonke 1,229,510 1,202,638
Ukukhula kwamatyala ewonke 600,608 589,339
Lilonke inani labaninizabelo 628,902 613,299
MDE 5.3% 3.6%
I-ROE 10.4% 7.0%
Ireyishini yangoku iyonke 118.5% 117.5%
Umlinganiselo weTyala lilonke 95.6% 96.1%
Iyonke imali ebolekiweyo kunye neebhondi ezihlawulwayo 5.4% 5.6%
Umvuzo ngesabelo ngasinye 3,766 2,423
Isahlulo ngesabelo ngasinye 1,300 1,200

Ulwazi lwekhitshi kunye negumbi lokuhlambela ngokokuhlanganiswa kwedatha yoluntu

Kwikota yesibini ye 2021, intengiso kunye nenzuzo yokusebenza inyukile 9.6 ipesenti kunye 22.6 ipesenti, ngokulandelelanayo, xa kuthelekiswa nonyaka ongaphambili. Ukuthengiswa kwecandelo lokuhlengahlengisa kwandisiwe 24.6 ipesenti unyaka nonyaka.

Hansen 2021 iziphumo zesiqingatha sokuqala

Idatha enkulu ye-Akhawuntingi '20.2Q '20.3Q '20.4Q 71.1Q *21.2Q Nyusa
Iintengiso 5,190 5,037 5,521 5,531 5,687 +9.6%
Inzuzo yokusebenza

Inzuzo phambi kwerhafu

226 237 296 252 277 +22.6%
4.3% 4.7% 5.4% 4.6% 4.9% +0.6%p
Inzuzo kunye nelahleko ngeli xesha

Idatha enkulu ye-Akhawuntingi

211 266 300 269 321 +52.1%
4.1% 5.3% 5.4% 4.9% 5.6% +1.5%p
Iintengiso 145 190 203 196 243 +67.6%
2.8% 3.8% 3.7% 3.6% 4.3% +1.5%p

 

Imijelo '20.2Q '20.3Q '20.4Q 71.1Q '21.2Q Nyusa
Uhlengahlengiso 1,911 1,998 2,291 2,080 2,382 +24.6%
Ekhaya 1,558 1,576 1,758 1,902 1,671 +7.0%
B2B 1,087 963 973 1,047 1,079 -0.8%
Abanye 634 500 499 502 555 -12.4%

Ulwazi lwekhitshi kunye negumbi lokuhlambela ngokokuhlanganiswa kwedatha yoluntu

Ngaphandle kokukhula kobukhulu, Abancedisi bakaHansen baphesheya kweelwandle abenzanga kakuhle njengoko bekulindelekile. Ukukhula kweentengiso kwiHansen’s U.S. kunye neendawo eziphantsi kweTshayina nazo ziye zacotha nyaka ngamnye kule minyaka mithathu idlulileyo. Kunyaka ophelile, intengiso kumacandelo amabini aphantsi anqabile 10.2 ipesenti kunye 3.9 ipesenti, ngokulandelelanayo, ngelixa i-subsidiary yase-China ifumene ukuhla kwamanani amabini. Ukwehla kwakhona kuqhubekile kwikota yokuqala neyesibini kulo nyaka ngokukhula okungalunganga kwe 17.3 ipesenti kunye 45.7 ipesenti.

UHansen useTshayina ukusukela ekuqaleni koo-1990. Kwi 1995, yaseka iBeijing Hansen Home Products Co., Ltd. eBeijing kwaye utyale imali kwishishini lemveliso yekhabhathi ukwenza ishishini lobunjineli, kunye nokudityaniswa nentloko yeshishini le-pan-home ukuphuhlisa iiprojekthi zobunjineli.

Ikhitshi kunye negumbi lokuhlambela lombuzo wophando lwamashishini lufumanise ukuba abanini zabelo beBeijing Hansen Home Products Co., Ltd. Hansen (eTshayina) Investment Co., Ltd. yandise inkunzi yayo ebhalisiweyo 2020, kodwa kulo nyaka iBeijing Hansen Home Products Co., Ltd. ngoFebruwari ummeli osemthethweni, abalawuli, abaninizabelo kunye namanye amalungu otshintsho olulandelelanayo.

Kuyaphawuleka ukuba ekuqaleni kwalo nyaka bekukho iingxelo zeendaba ukuba uninzi lwabaphathi baseKorea baseHanson Korea ababemi eChina baye barhoxiswa emva komnye ekupheleni 2018 kwaye kwangethuba 2019. Abanye babasebenzi baseTshayina eTshayina bajonge amakhaya abo alandelayo, kwaye abanye bade bawafumana amakhaya abo alandelayo, kulindelwe kuphela ukufika kwembuyekezo ebalulekileyo yokudendwa.

Isivumelwano esibhengezwe ngaphambili sokuba i-IMM ifumane a 30.21% Izabelo kunye namalungelo olawulo kuxelwe ukuba anexabiso 1.5 itriliyoni iphumelele (RMB 8.3 ibhiliyoni).

I-IMM iya kuphonononga iiLotte kunye neLX Hausys’ utyalo-mali kunye nokuchonga amaqabane kwangoko phakathi kuSeptemba. Okwangoku, ULotte ubhengeze ngokusemthethweni ukuba kunjalo “kucingelwa ukuthatha inxaxheba” kwaye i-LX Hausys ibhengeze ukuba iya kutyala imali 300 ibhiliyoni ephumeleleyo njengotyalo-mali olucwangcisiweyo. Emva kokufunyanwa kukaHanson kugqityiwe, I-IMM ilindele ukuyiphuhlisa ibe ngoyena mqhubi mkhulu kwi-intanethi nakwimakethi yasekhaya yangaphakathi ngaphandle kweintanethi.

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