Huang Guangyu "abandon the car and the handsome"

Huang Guangyu has made a choice.

On the evening of August 19, Gome Retail issued an announcement saying that it can acquire all the equity of Peng Rong Real Estate from Gome Real Estate. The transaction is essentially injecting the two property assets of Gome and Merchant Capital and Xiangjiang Ji, which is the founder of Gome Huang Guangyu, into the platform of Gome listed companies.

In addition, the announcement also disclosed the significant adjustment of Gome's future business planning, and proposed that it will focus on the core main business. Other businesses that have unrelated main business or losses will be stripped, sold or stopped for development, and proposed to gradually reduce the cost of true happiness and other costs. Investment in large business. The core main business is five new profit models, including offline experience, shared supply chain, and integrated solutions for home appliances.

On the other hand, Gome Retail also plans to acquire some of the equity of Anxun Logistics in Huang Guangyu's hands at a large preferential price to obtain the control of this logistics platform.

This means that Huang Guangyu gave up the idea of ​​Anxun's IPO.

And the essence of Anxun is the essence of Huang Guangyu's focus on Gome retail or Gome Group. One is the main listed company with a declining market value, and on the other side, it carries his diverse imagination.

Right now, Huang Guangyu obviously pays more attention to Gome retail. But the market does not seem to be patient.

On August 22, Gome retail closed at HK $ 0.23, a decrease of 20.00%.

"Line settled"

Huang Guangyu is injecting her core assets into Gome Retail.

The announcement shows that Gome Real Estate, the trading seller, is wholly -owned by Huang Guangyu. The acquisition valuation has not been disclosed, and Gome is expected to settle some or all costs through the issuance of shares. Gome said that this transaction is considered on the premise that the rights and interests of small and medium shareholders are not diluted and the company's cash flow pressure is not increased, and the controlling shareholders are acquired at a large preferential price to optimize the company's asset reorganization rate and increase financing capabilities.

In August 2021, Huang Guangyu has leased the total rent of Gome Capital, Xiangjiang 玖, and Pengrun Building for about 17.9 billion yuan for about 17.9 billion yuan. The new shares and transfer subsidiary shares were injected the equity of Gome by premium. This move down Gome's liabilities in 2021 from 95.6%in the first half of the year to 78.27%of the year.

Both Gome and Xiangjiang and Xiangjiang are located in Zhongguancun and Changsha, Beijing. The total construction area is 520,000 and 130,000 square meters, respectively. The inside of the property includes shopping, catering, office, hotels, etc.

At the end of 2021, Huang Guangyu explained to the 21st Century Business Herald that the move was to expand the business form of "Gome". "As a major shareholder, I have obtained stocks. I did not get a penny cash. There was no pressure on the rent, and I even generated more profits and cash flow in the future. In the future, the business of Gome will extend down. "He says.

In addition, Gome Retail Announcement stated that it plans to acquire some of the equity of Anxun Logistics in Huang Guangyu's hands at a large preferential price to obtain the control of this logistics platform.

As one of the few leading businesses under Gome, Anxun Logistics used to be the focus of the route.

At the end of 2021, Han Lei, then Anxun Logistics CEO, disclosed to the 21st Century Business Herald that Anxun Logistics had the IPO plan and was in the introduction of the war investment. Huang Guangyu personally led the team in person.

Due to business characteristics, Han Lei continued to emphasize to reporters that Anxun will maintain his independence.

However, at the same time, Fang Wei, a senior vice president of Gome Retail, stated to the 21st Century Business Herald that even if Anxun IPO remained independent afterwards, it would be managed by listed companies. "In the long run, I hope that the first single shareholder is a listed company. This will also ensure the interests and permeability of listed companies." Fang Wei said.

Established in 2013, Anxun Logistics is a third -party logistics company invested by Gome Group. It was formerly known as Gome Logistics Division. It has a competitive advantage in large warehouse matches.

According to the previous announcement of Gome Retail, according to the Anxun logistics business development plan and internal estimates, as of December 31, 2024, the revenue of Anxun Logistics was roughly RMB 3.227 billion, 4.519 billion yuan, and 4.519 billion yuan, respectively. 6326 billion yuan. It is expected that the main source of income of Anxun logistics will include transportation service fees, storage fees and installation fees.

The core of the problem is where Huang Guangyu's focus is, which is related to the flow of interests. At the end of 2021, Huang Guangyu said to reporters "I haven't figured it out yet."

Now, he is obviously firm.

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