東方明珠、百視通雙雙停牌 文廣改革行將落地
作者:
2014-03-24 10:55來源:中國證券報·中證網
中(zhong)證網訊 文廣集(ji)團旗下上市公司東(dong)方明(ming)珠和百視(shi)通在24日均因重要事項未(wei)公告停牌全天。之前,有(you)消息(xi)稱(cheng)文廣集團改革(ge)將(jiang)在3月底(di)落地。今日兩個上市公司雙雙停牌,文(wen)廣改革行將(jiang)落地。
據(ju)悉(xi),春節后,上(shang)海(hai)文(wen)化廣播(bo)影視集團總裁黎瑞(rui)剛在內部講(jiang)話中(zhong)就透露(lu)了文(wen)廣改(gai)革的具體安排。上(shang)海(hai)文(wen)化廣播(bo)影視集團(SMEG,下稱“大文廣”)與上海東方傳媒集(ji)團有(you)限公司(SMG,下稱“小文廣”)整合的基本安排(pai)是:3月底大小文(wen)廣掛(gua)牌整(zheng)合,年底之(zhi)前完成(cheng)文(wen)廣整(zheng)體調整(zheng),文(wen)廣集團旗下上市公(gong)司百視通和東方明珠將(jiang)轉變(bian)為重要的(de)融資平(ping)臺,最終(zhong)實(shi)現文(wen)廣集團的(de)整(zheng)體上市。
盡管有(you)后來上市公司(si)層面公告(gao)“辟謠”等冷卻市場(chang)的動作(zuo),文(wen)廣(guang)集團改革(ge)的進程(cheng)事實(shi)上已經在不斷推進。有(you)分析認為本(ben)(ben)次(ci)文(wen)廣(guang)的改革(ge)核心在于“傳媒集團的財團化”,即文(wen)廣(guang)利(li)用(yong)(yong)自(zi)己擁有(you)的媒體(ti)牌照、物業(ye)地產(chan)等體(ti)制性(xing)稀缺資(zi)(zi)源,借用(yong)(yong)上市公司(si)平(ping)臺融得(de)(de)資(zi)(zi)本(ben)(ben),在獲(huo)得(de)(de)資(zi)(zi)本(ben)(ben)后又投(tou)入(ru)到實(shi)體(ti)經營中(zhong),做(zuo)大(da)做(zuo)強實(shi)體(ti)經營,隨后又可以借此(ci)從體(ti)制中(zhong)獲(huo)得(de)(de)更(geng)多的稀缺資(zi)(zi)源,形成(cheng)一個(ge)“閉環(huan)結構”,以支(zhi)撐自(zi)己的持續發展。而在這(zhe)過程(cheng)中(zhong),整合后的文(wen)廣(guang)將逐漸向一個(ge)“財團”演化。這(zhe)樣(yang)的整合過程(cheng)也符合黎瑞剛(gang)近幾(ji)年在文(wen)化產(chan)業(ye)投(tou)融資(zi)(zi)領(ling)域的探(tan)索和實(shi)踐。
據文廣內部人士透露(lu),黎瑞(rui)剛對本次(ci)改革的預期較(jiao)高,對旗下上(shang)市公(gong)(gong)司(si)(si)(si)資(zi)(zi)(zi)(zi)源(yuan)的整合有(you)著(zhu)具(ju)體的安排,兩個上(shang)市公(gong)(gong)司(si)(si)(si)在作(zuo)為融資(zi)(zi)(zi)(zi)平臺的同(tong)時,將注入集團(tuan)現有(you)優質資(zi)(zi)(zi)(zi)源(yuan)以及(ji)承擔文廣集團(tuan)新媒體發(fa)展等(deng)創(chuang)新業(ye)務。此前,東方明珠(zhu)曾發(fa)布公(gong)(gong)告(gao)稱,其全資(zi)(zi)(zi)(zi)子(zi)公(gong)(gong)司(si)(si)(si)上(shang)海東方明珠(zhu)文化發(fa)展有(you)限公(gong)(gong)司(si)(si)(si)與日本游戲公(gong)(gong)司(si)(si)(si)D2C簽(qian)署了基(ji)本合作協議,雙方同(tong)意在上(shang)海共同(tong)投資設立中外合資公司。
東(dong)方明珠在(zai)卡通和移動游(you)戲端(duan)挺進(jin)的苗頭,預示著(zhu)未來大小文廣合并后,SMG旗下的卡通(tong)與(yu)游戲(xi)資產將(jiang)極有(you)可能與(yu)東方明珠進行重組。而對于百視通(tong)而言,目前(qian)公司(si)(si)創新業務開拓相對乏力。有(you)分析認為,本次文廣改革(ge)中,兩個上市(shi)公司(si)(si)的命運或會有(you)較大的不(bu)同(tong)。(徐金忠(zhong))
中(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)聲明:凡(fan)本網(wang)(wang)注明“來源(yuan)(yuan):中(zhong)(zhong)國(guo)證(zheng)(zheng)(zheng)券(quan)(quan)報(bao)·中(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)”的(de)所(suo)有作(zuo)(zuo)品,版權(quan)(quan)均屬(shu)于中(zhong)(zhong)國(guo)證(zheng)(zheng)(zheng)券(quan)(quan)報(bao)、中(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)。中(zhong)(zhong)國(guo)證(zheng)(zheng)(zheng)券(quan)(quan)報(bao)·中(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)與作(zuo)(zuo)品作(zuo)(zuo)者聯合聲明,任何組(zu)織(zhi)未(wei)經中(zhong)(zhong)國(guo)證(zheng)(zheng)(zheng)券(quan)(quan)報(bao)、中(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)以及作(zuo)(zuo)者書面授(shou)權(quan)(quan)不得轉(zhuan)(zhuan)載、摘(zhai)編(bian)或利用(yong)其(qi)(qi)它(ta)方式(shi)使用(yong)上述作(zuo)(zuo)品。凡(fan)本網(wang)(wang)注明來源(yuan)(yuan)非中(zhong)(zhong)國(guo)證(zheng)(zheng)(zheng)券(quan)(quan)報(bao)·中(zhong)(zhong)證(zheng)(zheng)(zheng)網(wang)(wang)的(de)作(zuo)(zuo)品,均轉(zhuan)(zhuan)載自其(qi)(qi)它(ta)媒體,轉(zhuan)(zhuan)載目的(de)在于更(geng)好服(fu)務讀(du)者、傳遞信息之需,并不代(dai)表本網(wang)(wang)贊(zan)同其(qi)(qi)觀點,本網(wang)(wang)亦(yi)不對其(qi)(qi)真實性負責(ze),持(chi)異議者應與原(yuan)出處單(dan)位主張權(quan)(quan)利。