百奥家庭互动（2100.HK）：腾讯成主要股东，优势互补谋双赢
近日，深耕女性向、宠物对战、二次元游戏的百奥家庭互动（2100.HK）迎来重磅利好，公司获互联网巨头腾讯“大手笔”入股，完成后腾讯的持股比例将达12%。
根据1月25日百奥家庭互动发布自愿公告显示，腾讯控股通过其全资子公司THE H Limited（购买方）同意总共购买百奥家庭互动约3.26亿股股份。卖方分別为Stmoritz Investment Limited（涉及约8151.6万股），Bright Stream Holding Limited（涉及约8151.6万股），LNZ Holding Limited（涉及约8848.8万股） 和Angel Wang Holding Limited（涉及7454.4万股）。收购完成后，腾讯将拥有百奥家庭互动已发行股本约12%的权益，并将成为百奥家庭互动主要股东。
该公告发布后次日，百奥家庭互动的股价跳空高开，录得大幅上涨，并创下股价的历史新高，资本市场直接用真金白银投票表达了对腾讯入股百奥的强烈看好。令投资者期待的是，百奥家庭互动“牵手”腾讯显然将不止于资本上的合作，双方更有望在业务方面实现优势互补，谋求共赢。
据悉，百奥家庭互动是一家专注于女性向、宠物对战、二次元细分领域的互联网内容及服务提供商，公司在以上三个细分领域均处于国内领先地位，是深受Z世代用户喜爱的游戏文化品牌。由于Z世代消费力强，更愿意为自己的兴趣爱好买单，所以坐拥Z世代用户群体的公司往往会被资本市场格外看好，例如美股的哔哩哔哩，又例如港股的泡泡玛特。
这也就不难理解为何腾讯要大笔入股百奥家庭互动了。对腾讯而言，百奥拥有众多优质的稀缺题材游戏和精品IP，将补足腾讯在女性向、宠物对战、二次元细分领域的短板，实现更全面的布局。
（百奥核心页游、手游产品）
对百奥而言，腾讯成为公司的主要股东亦是一个意义深远的大事件。腾讯拥有广泛的产业链和流量资源，不仅能够帮助百奥强化在女性向、二次元等领域的优势，更有望帮助大力拓展海外市场的百奥实现“破圈”式发展，打开更大的成长空间。
因此，未来随着双方的协同效应逐渐显现，百奥家庭互动的增长可期。据悉，百奥家庭互动不仅在研产品储备丰富，还有多款新游准备上线，包括《奥奇传说手游》、《佛晓胜利之刻》、《奥比岛手游》等，新游有望进一步助推公司业绩高增长。
截至发稿前，百奥家庭互动的总市值尚不足60亿港元，PE（TTM）不到19倍，随着公司新游上线、拓展海外市场，业绩释放，市值提升可期，腾讯入股或许就是价值提升的催化剂，而现在还只是开始。
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