龙湖在提高空间服务能力方面又有新动作。
9月29日，龙湖集团发布公告称，收购大股东所持有的智能科技、妇儿医疗资产组合，合计代价约21.6亿元。其中，拟以10.8亿元收购智能科技公司百佑科技境内外主体，10.8亿元收购医疗业务境内外主体。
此次收购完成后，龙湖一方面可以加快技术转型，提高空间服务效率，另一方面，在医养业务方面，实力进一步加强，可以提供更加多远的服务类型。
一、10.8亿收购大股东硬科技资产
此次收购主要涉及两项，其一，龙湖以10.80亿元收购百佑科技100%股权，同时，百佑科技与重庆小飞象、重庆小飞象的股东订立了合约安排，以使百佑科技能够控制重庆小飞象的100%股份，并取得由此产生的经济利益。
其二，龙湖以7.05亿元收购重庆佑佑100%股权，此外，龙湖以3.75亿元收购重庆汀谷，该公司主要持有重庆佑佑所在的重庆市两江新区嘉蓉路999号1、2、3幢建筑物。
根据公告，收购前，GIL占百佑科技总股本的100%，深圳前海锦粼池占重庆佑佑总股本的70%，丰桦有限占重庆汀谷总股本的100%，而上述三家公司均由蔡馨仪控制，其通过信托对龙湖42.66%的股份拥有权益，因此构成关联交易，根据上市规则，三项收购事项合并计算，视作一项交易。
资料显示，百佑科技是一家面向多空间场景提供科技服务的公司，其主要通过智能硬件、云技术、大数据及人工智能的创新科技，打造融合地产企业传统信息化系统、设备设施物联、智能场景物联于一体的数字企业解决方案，助力数字化管理与智能化服务建设，接驳更多空间场景服务能力。
百佑科技的核心资产为北京千丁智能技术有限公司（以下简称“千丁”），官网显示，千丁成立于2014年3月，是一家聚焦为地产开发、物业企业提供智能化升级，以智慧科技提升城市空间品质的智能制造及高新技术服务企业。
据媒体报道，千丁为国内最早一批涉足智慧城市AIoT的“专精特新”企业，多年来与绿城等知名房企有着深度合作。截至2020年8月，仅智能门禁通行总量便超过6亿次，累计出货量28万台/套，在细分赛道中处于领先地位。
龙湖表示，收购百佑科技有利于公司加速数字化能力的搭建，加大技术研发投入，加快技术转型，更大程度激发各航道、各业务场景之间的协同效应，形成发展新合力。
收购佑佑妇儿相关资产则有利于丰富龙湖已有医养业务，资料显示，重庆佑佑是重庆医科大学附属儿童医院医联体医院，是一家专注于向儿童提供安全、便捷、高效、舒适的医疗服务和健康管理服务的高质量妇儿专科医院，这将助力龙湖开拓妇儿医疗市场，提供更加多元化的服务类型。
二、龙湖技术创新有望进入快车道
盈利问题一直是数字科技企业的通病，即前期需要大量的技术和研发投入，追求的是长期的价值最大化，其中，最著名的案例就是亚马逊公司，也正因如此，衡量创新型公司的主要标志并非盈利，而是增长。
21.6亿，对于地产公司的收并购而言，并不算大额资金，但公告显示，上述两个项目尚未实现盈利，不过，其增长速度非常可观。
随着5G技术的广泛运营，人工智能大数据的方兴未艾，智能硬件赛道，这个万亿蓝海，正在成为越来越多的空间科技企业新的业务增长点。千丁的财务信息印证了这种判断，公告显示其2020年的营业收入为1.1亿元,同比增长200%，这在社区智能硬件这一细分领域属于绝对的高速增长。
“站在上市公司的普遍规律来看，如果说佑佑妇儿的亏损，属于正常的较长投资回报周期逻辑，华龙证券分析师牛阳表示，智能硬件资产包的收购，则是更贴近科技公司的收并购特点。
“其实从整个行业来看，特别是站在未来看现在，百佑科技出售给上市公司的价格相对合理。”牛阳表示实房地产企业与空间科技、智能硬件企业联姻，龙湖并非孤案，碧桂园与成都天问、融创对于天津锋物科技的投资，均是今年房企涉足该领域的典型案例。
“百佑科技资产包其实对于上市公司而言，已属于折价收购。”龙湖集团相关负责人表示，由于龙湖集团数字化建设全面提速，有着极强的补齐短板业务需求。相关数据显示，2020年到2021年，龙湖集团各类空间，对于智能硬件的需求，将出现300%的增长，而未来几年也是几何级的增长。
“从一级市场估值来看，目前龙湖收购百佑科技资产包的价格整体合理。”牛阳表示，尽管行业整体仍处于烧钱的状态，但是行业的曙光，其实已经悄然出现。随着5G技术大规模普及和运用，无论是toB，还是toC，围绕各类城市不动产的数据服务企业，都出现了激增的态势。
业内认为，百佑科技进入龙湖体系内，在国家相关政策支持下，能协助公司不断将人工智能技术与智能硬件在传统各航道的业务进行融合，形成发展新合力。
一般而言，切入科技硬件赛道的方式通常包括两种，其一是自己建立研发团队，其二是外部合作，包括建立长期的合作关系和股权投资，龙湖的收购动作意味着它选择了前者，这与龙湖一贯追求的长期价值观念比较吻合。
在业内看来，相较于上市房企的跨行业收并购，龙湖更强调把传统行业做成未来企业，始终围绕空间即服务的战略内涵展开，从售楼处到商场，从物业到租售，龙湖的业务场景非常清晰，而随着智能技术的不断累积，龙湖的服务价值显然是潜力巨大。
翻译：
Longfor has made another move to improve its space service capabilities.
On September 29, Longfor Group announced that it would acquire a portfolio of intelligent technology, women’s and children’s medical assets held by major shareholders at a total cost of about 2.16 billion yuan. Among them, it plans to purchase domestic and foreign subjects of intelligent technology company Baiyou Technology with 1.08 billion yuan, and domestic and foreign subjects of medical business with 1.08 billion yuan.
After the completion of the acquisition, Longfor, on the one hand, can speed up the technological transformation and improve the efficiency of space services; on the other hand, in the aspect of medical and nursing business, its strength is further strengthened and it can provide more service types.
$1.08 billion acquisition of large shares of Donghard Technology assets
The acquisition mainly involves two aspects.
First, Longfor acquired 100% of the equity of Baiyou Technology for 1.08 billion yuan. Meanwhile, Baiyou Technology entered into contractual arrangements with Chongqing Dumbo and Chongqing Dumbo’s shareholders, so that Baiyou Technology could control 100% of the shares of Chongqing Dumbo and obtain the economic benefits arising therefrom.
Second, Longfor acquired 100% equity of Chongqing Youyou for 705 million yuan. In addition, Longfor acquired Chongqing Tinggu for 375 million yuan, which mainly holds buildings 1, 2 and 3, No. 999 Jiarong Road, Liangjiang New Area, Chongqing, where Chongqing Youyou is located.
According to the announcement, before the acquisition, GIL accounted for 100% of the total share capital of Baiyou Technology, Shenzhen Qianhai Jinlinchi accounted for 70% of the total share capital of Chongqing Youyou, and Fenghua Limited accounted for 100% of the total share capital of Chongqing Tinggu. The above three companies are controlled by CAI Xinyi, who has an interest in 42.66% of the shares of Longfor through a trust, and therefore constitute related transactions. According to the listing rules, The three acquisitions shall be combined and considered as one transaction.
According to the data, Baiyou Technology is a company that provides scientific and technological services for multi-space scenes.
Through the innovative technology of intelligent hardware, cloud technology, big data and artificial intelligence, Baiyou Technology creates a digital enterprise solution integrating traditional information system, equipment and facilities of the Internet of things, intelligent field and scenery of real estate enterprises to help digital management and intelligent service construction. Connect more space scene service capabilities.
The core asset of Baiyou Technology is Beijing Qianding Intelligent Technology Co., LTD. (hereinafter referred to as “Qianding”). According to the official website, Qianding was established in March 2014, which is an intelligent manufacturing and high-tech service enterprise focusing on providing intelligent upgrading for real estate development and property enterprises and improving urban space quality with smart technology.
According to media reports, Qianding is one of the earliest “specialized and special” enterprises to set foot in AIoT, a smart city in China.
Over the years, it has deep cooperation with Greentown and other well-known real estate enterprises. By August 2020, the total number of intelligent access control passes has exceeded 600 million, and the accumulated shipment volume is 280,000 units/set, taking the lead in the subdivision circuit.
Longfor said that the acquisition of Baiyou Technology will help the company accelerate the construction of digital capabilities, increase investment in technology research and development, accelerate technology transformation, and stimulate synergies among different waterways and business scenarios to a greater extent, forming new synergy for development.
The acquisition of Yuyou Women and children-related assets is conducive to enriching the existing medical care business of Longfor. According to the data, Chongqing Youyou is a joint medical hospital of the Children’s Hospital affiliated to Chongqing Medical University. It is a high-quality women and children specialized hospital focusing on providing children with safe, convenient, efficient and comfortable medical services and health management services, which will help Longfor to develop the women and children medical market. Provide more diversified service types.
Longfor technology innovation is expected to enter the fast lane
The profit problem has always been a common problem of digital technology enterprises, that is, they need a large amount of technology and research and development investment in the early stage and pursue long-term value maximization. The most famous case is Amazon. For this reason, the main indicator of an innovative company is not profit, but growth.
2.16 billion, for the acquisition of real estate companies, is not a large amount of money, but the announcement shows that the above two projects have not yet achieved profit, however, its growth rate is very considerable.
With the extensive operation of 5G technology, AI big data is in the ascendant, and intelligent hardware circuit, the trillion blue ocean, is becoming a new business growth point for more and more space technology enterprises. Qianding’s financial information confirms this judgment, the announcement shows that its operating revenue in 2020 is 110 million yuan, a year-on-year growth of 200%, which is an absolute high growth in the community intelligent hardware segment.
“Standing in the general law of listed companies, if You You women’s losses belong to the normal logic of a long investment return cycle, Niu Yang, an analyst at Hualong Securities, said that the acquisition of smart hardware assets package is closer to the characteristics of technology companies’ acquisition.
In fact, from the perspective of the whole industry, especially in the future, Baiyou Technology sold to a listed company at a relatively reasonable price.
“In fact, from the perspective of the whole industry, especially in the future. Baiyou Technology sold to a listed company at a relatively reasonable price.” Niu Yang said real real estate enterprises and space technology, intelligent hardware enterprise marriage. Longfor is not alone, Country Garden and Chengdu Tianwen, Sunac for Tianjin Feng material technology investment, are this year’s housing enterprises involved in the field of typical cases.
“Baiyou technology assets package for listed companies, already belongs to the discount acquisition.” The relevant person in charge of Longfor Group said that as the digital construction of Longfor Group accelerates comprehensively. There is a strong demand for filling the short board business. Relevant data show that from 2020 to 2021. The demand for intelligent hardware in all kinds of space of Longfor Group will increase by 300%. And the growth will be geometric in the next few years.
“From the primary market valuation point of view, the current Longfor acquisition of Baiyou technology assets package price is reasonable overall.” Niu Yang said that although the industry as a whole is still burning cash. But the dawn of the industry, in fact, has quietly appeared. With the large-scale popularization and application of 5G technology. Aata service enterprises centering on various urban real estate, whether toB or toC, are surging.
The industry believes that Baiyou technology in the relevant national policy support, can form a new force for development.
The industry believes that Baiyou Technology into the Longfor system. Under the support of relevant national policies. It can help the company continue to integrate artificial intelligence technology and intelligent hardware in the traditional channel business, forming a new force for development.
In general, there are two ways to enter the technology hardware circuit. One is to build its own research and development team. And the other is external cooperation, including long-term partnership and equity investment. Longfor’s acquisition means that it chose the former, which is consistent with Longfor’s long-term values.
From the perspective of the industry, compared with the cross-industry mergers and acquisitions of listed real estate enterprises. Longfor emphasizes more on making traditional industries into future enterprises. And always focuses on the strategic connotation of space as a service. From sales office to shopping mall, from property to rental and sales, Longfor has a very clear business scenario. And with the continuous accumulation of intelligent technology, Longfor’s service value is obviously a huge potential.
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