百奧家庭互動（2100.HK）：騰訊成主要股東，優勢互補謀雙贏
近日，深耕女性向、寵物對戰、二次元遊戲的百奧家庭互動（2100.HK）迎來重磅利好，公司獲互聯網巨頭騰訊“大手筆”入股，完成後騰訊的持股比例將達12%。
根據1月25日百奧家庭互動發佈自願公吿顯示，騰訊控股通過其全資子公司THE H Limited（購買方）同意總共購買百奧家庭互動約3.26億股股份。賣方分別為Stmoritz Investment Limited（涉及約8151.6萬股），Bright Stream Holding Limited（涉及約8151.6萬股），LNZ Holding Limited（涉及約8848.8萬股） 和Angel Wang Holding Limited（涉及7454.4萬股）。收購完成後，騰訊將擁有百奧家庭互動已發行股本約12%的權益，並將成為百奧家庭互動主要股東。
該公吿發布後次日，百奧家庭互動的股價跳空高開，錄得大幅上漲，並創下股價的歷史新高，資本市場直接用真金白銀投票表達了對騰訊入股百奧的強烈看好。令投資者期待的是，百奧家庭互動“牽手”騰訊顯然將不止於資本上的合作，雙方更有望在業務方面實現優勢互補，謀求共贏。
據悉，百奧家庭互動是一家專注於女性向、寵物對戰、二次元細分領域的互聯網內容及服務提供商，公司在以上三個細分領域均處於國內領先地位，是深受Z世代用户喜愛的遊戲文化品牌。由於Z世代消費力強，更願意為自己的興趣愛好買單，所以坐擁Z世代用户羣體的公司往往會被資本市場格外看好，例如美股的嗶哩嗶哩，又例如港股的泡泡瑪特。
這也就不難理解為何騰訊要大筆入股百奧家庭互動了。對騰訊而言，百奧擁有眾多優質的稀缺題材遊戲和精品IP，將補足騰訊在女性向、寵物對戰、二次元細分領域的短板，實現更全面的佈局。
（百奧核心頁遊、手遊產品）
對百奧而言，騰訊成為公司的主要股東亦是一個意義深遠的大事件。騰訊擁有廣泛的產業鏈和流量資源，不僅能夠幫助百奧強化在女性向、二次元等領域的優勢，更有望幫助大力拓展海外市場的百奧實現“破圈”式發展，打開更大的成長空間。
因此，未來隨着雙方的協同效應逐漸顯現，百奧家庭互動的增長可期。據悉，百奧家庭互動不僅在研產品儲備豐富，還有多款新遊準備上線，包括《奧奇傳説手遊》、《佛曉勝利之刻》、《奧比島手遊》等，新遊有望進一步助推公司業績高增長。
截至發稿前，百奧家庭互動的總市值尚不足60億港元，PE（TTM）不到19倍，隨着公司新游上線、拓展海外市場，業績釋放，市值提升可期，騰訊入股或許就是價值提升的催化劑，而現在還只是開始。
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