優(yōu)步和滴滴正在囤積糧草,準(zhǔn)備決戰(zhàn)
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如果仔細(xì)聆聽(tīng),大家也許能聽(tīng)到地殼深處大陸板塊漂移擠壓的聲音。是要地震了嗎?非也。那不過(guò)是兩大堆資金挪動(dòng)的聲音,更準(zhǔn)確點(diǎn)說(shuō)是優(yōu)步及其中國(guó)競(jìng)爭(zhēng)對(duì)手滴滴出行為爭(zhēng)奪全球叫車(chē)服務(wù)市場(chǎng)籌集巨款。 就在幾周前,沙特皇室旗下的投資基金向優(yōu)步投資35億美元,優(yōu)步本輪融資規(guī)模已達(dá)50億美元,成為風(fēng)投支持的公司有史以來(lái)籌集金額最大的一次。優(yōu)步的總?cè)谫Y額也因此突破100億美元,理論上市場(chǎng)價(jià)值達(dá)到約620億美元。 目前有報(bào)道稱,優(yōu)步還要再融資20億美元,不過(guò)是從債券市場(chǎng),債市融資比從股市或私募市場(chǎng)融資風(fēng)險(xiǎn)多少要大一些。優(yōu)步之所以考慮這種方式,一個(gè)原因可能是為避免攤薄現(xiàn)有投資者手中的權(quán)益價(jià)值,因?yàn)槊髂暝摴居锌赡苌鲜小4送猓瑑?yōu)步采取的債務(wù)融資方式發(fā)債無(wú)需公布財(cái)務(wù)數(shù)據(jù)。 不甘落于下風(fēng)的滴滴出行也剛剛向一群投資者籌集了70億美元資金,包括蘋(píng)果公司和中國(guó)最大的壽險(xiǎn)公司。滴滴此輪融資包括45億美元的股票和25億美元的債券,其理論市場(chǎng)價(jià)值達(dá)到280億美元左右。 然而,在這場(chǎng)愈演愈烈的汽車(chē)界懦夫博弈中,滴滴的王牌不見(jiàn)得是持續(xù)增長(zhǎng)的資金儲(chǔ)備。滴滴由兩家曾相互競(jìng)爭(zhēng)的叫車(chē)服務(wù)商合并而成,背后的投資者有一些實(shí)力相當(dāng)深厚,其中包括中國(guó)電子商務(wù)巨擘阿里巴巴和社交網(wǎng)絡(luò)巨無(wú)霸騰訊。據(jù)報(bào)道,阿里和騰訊都參與了滴滴的最新一輪融資,而且兩家的資源頂住一場(chǎng)大仗顯然不成問(wèn)題。號(hào)角已吹響,點(diǎn)火發(fā)動(dòng)引擎吧。(財(cái)富中文網(wǎng)) 譯者:Charlie 審校:夏林 |
If you listen closely, you might be able to hear something that sounds like the continents shifting and grinding together, deep under the earth’s crust. Is there an earthquake coming? No, that’s just the sound of massive piles of cash being moved—the vast sums of money that Uber and its Chinese rival Didi Chuxing are stockpiling for their battle to own the global ride-hailing market. Just a couple of weeks ago, Uber raised $3.5 billion in financing from the investment fund belonging to Saudi Arabia’s royal family as part of a total financing worth $5 billion, one of the largest funding rounds ever raised by a venture-backed company. That investment brought the total raised by Uber to more than $10 billion, and gave it a theoretical market value of about $62 billion. Now there are reports that Uber is raising as much as $2 billion more, but this time it is doing so via the debt market, a somewhat more risky endeavor than the equity or venture-capital markets. One reason it may be doing so is to avoid diluting its existing equity value for existing investors, in advance of a possible initial public offering of stock next year. A debt issue of this kind also means it doesn’t have to publicly release its financial information. Not to be outdone, Didi Chuxing just finished raising $7 billion in funding from a group of investors that includes Apple and China’s top life insurance company. The round consisted of $4.5 billion in equity funding and $2.5 billion in debt, and gives the Uber competitor a theoretical market value of about $28 billion. But Didi’s strongest card in this rapidly accelerating game of automotive chicken may not be its growing cash hoard. The company, which was created last year by the merger of two competing taxi-hailing apps, also has some extremely powerful local investors—including China’s e-commerce giant Alibaba and its social-networking behemoth Tencent. Both reportedly put money into the latest round, and they clearly have the resources to finance a significant battle. Start your engines. |