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听说校霸是个小奶O,寻找奇幻与激情交织的奇妙体验
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听说校霸是个小奶O,寻找奇幻与激情交织的奇妙体验

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  来源:石头侃房

  面临天价年薪的争议,彭永东给出了强力回应。

  4月17日晚间,贝壳发布公告,公司董事会主席、首席执行官及控股股东彭永东计划捐赠900万股A类普通股。

  截至4月17日收盘,贝壳报51.95港元/股,据此计算,捐赠金额约4.68亿港元(约合人民币4.40亿元)。

  根据公告内容,完成相应纳税义务后,此次捐赠股票所获资金将被分为两部分使用:50%的税后资金用于改善居住行业服务者及其家庭成员的医疗健康福利;另50%则用于应届毕业生等租客群体的租房帮扶。

  此消息一经披露,迅速引发各界关注,尤其是在近期彭永东因天价薪酬陷入舆论风波的背景下。

  近期,贝壳披露的财报数据显示,彭永东的薪酬从2021年的847.8万元激增至2023年的7.13亿元,三年涨幅高达8300%,立即市场的广泛质疑和讨论。

  有投资者认为,如此高额的薪酬本质上是“将股东利润装入高管口袋”。数据显示,2023年彭永东通过行权获得价值7.02亿元的股票,行权均价较市价低62%。

  对比国际同行,美国房地产中介RE/MAX高管薪酬仅占净利润的3%—5%,而贝壳这一比例高达29.6%,远超行业合理水平。对此,贝壳方面解释称,高管薪酬主要源于股权激励。

  知情人士进一步透露,2022年5月贝壳在香港上市时,由于公司具有同股不同权(WVR)架构,根据联交所上市规则,WVR持有人(即超级投票权持有人)的股份所对应的经济利益占比不得低于10%。

  而上市前彭永东作为超级投票权持有人之一,其持有的权益相对较低。为满足上市规则要求,在联交所批准的前提下,公司向彭永东授予限制性股票。

  在会计规则上采用“直线摊销法”,因此在每年的“股权薪酬”科目产生了较大数额,但这并非一般理解的年薪。

  此次彭永东捐赠900万股股票的行为,被不少业内人士视为对“天价年薪”争议的有力回应。而此次捐赠完成后,彭永东仍将是贝壳的控股股东。

  贝壳自2020年8月在纽约证券交易所首次公开发行,以及2022年5月A类普通股在香港联合交易所有限公司上市以来,彭永东此前未曾出售、转让或以其他方式处置过自己实益拥有的公司股份。

  彭永东于1979年11月出生,本科毕业于浙江大学电气工程专业,硕士毕业于清华大学-麻省理工IMBA。

  2001年至2004年,彭永东担任美国BEL公司高级工程师,专注于ICT行业产品研发和市场营销。2004-2006年,他在全球第一家管理咨询和技术咨询公司ArthurD.Little咨询任顾问,为三星电子、德国电信、辉瑞等提供战略咨询服务。

  2006年至2010年,彭永东担任IBM的战略与变革高级咨询顾问,期间为中国移动、中国电信、链家等众多知名企业提供战略咨询服务。

  2010年,彭永东加入链家并担任副总经理,2014年创立链家网并担任CEO。2017年,彭永东带领链家网入股21世纪不动产中国。

  2018年4月23日,彭永东作为联合创始人推出贝壳找房,并出任CEO。2021年5月24日,彭永东接替左晖为贝壳找房新任董事会主席。

  在彭永东的带领下,贝壳近年来业绩也呈现出复杂态势。

  2024年,受新房业务净收入增加及家装家居和房屋租赁业务扩张的影响,贝壳净收入由2023年的778亿元增长20.2%至935亿元,总交易额为33494亿元,同比增加6.6%。

  其中,贝壳的存量房交易的总交易额为22465亿元,同比增加10.8%;新房交易的总交易额为9700亿元,同比下降3.3%。

  从业务板块来看,贝壳家装家居的总交易额为169亿元,同比增加27.3%,净收入148亿元,同比增长36.1%;新兴业务及其他的总交易额为1160亿元,同比增加17.6%。房屋租赁服务实现净收入143亿元,同比增长135.0%,2024年末在管房源量超过43万套。

  不过,2024年贝壳净利润为40.78亿元,较2023年的58.90亿元下滑了30.8%;经调整净利润72.11亿元,而2023年为97.98亿元,同比下降了约26.40%,呈现出增收不增利的现象。

  2024年,贝壳营业成本总额上升25.8%达到708亿元,其中房屋租赁服务成本同比增长121.02%,家装家居成本增长32.76%,外部分佣和内部佣金及薪酬也分别增长了11.5%和11.09%,侵蚀了利润空间。

  贝壳作为居住服务领域的头部企业,其一举一动都对行业有着深远影响。未来,贝壳在彭永东的带领下,如何进一步落实捐赠资金的使用,推动居住行业的良性发展,以及如何优化成本提升利润,值得市场持续关注。

  4月17日晚间消息,同程旅行和万达酒店发展发布公告,同程旅行已与万达酒店发展就收购其全资子公司万达酒店管理(香港)有限公司100%股权事宜达成协议,交易对价约为人民币24.9亿元,估值倍数相当于其2023年度经调整EBITDA的9.5倍。万达酒店管理公司为万达酒店发展旗下的轻资产板块,2024年营收为8.9亿港元。

  对此,万达方面回应称,万达酒店发展转让旗下万达酒店管理(香港)有限公司股权,按香港联交所相关规则,仍需经过上市公司股东大会审批同意后方可生效。交易带来的资金如获批可用于向全体股东分红,将有助于万达集团去杠杆、减负债,优化资产负债结构,确保履行企业社会责任。近年来,万达通过出售万达广场资产、推进珠海商管重组等措施,显著改善资产负债结构。迄今为止,万达所有公开债均如期兑付,目前,公司仅剩余极少公开债务。

  万达方面还表示,本次交易仅涉及酒店管理业务的转让,现有万达自持的酒店物业资产仍将由万达集团继续持有。万达也将与同程旅行持续深化合作,通过资源共享与优势互补,在文旅项目运营管理及市场拓展等领域开展协同,实现双方共赢发展。

  资料显示,万达酒店管理(香港)有限公司业务范围包含酒店管理、酒店设计及建设等,拥有万达瑞华、万达文华、万达嘉华、万达锦华、万达颐华、万达安柏、万达美华、万达悦华、万达安悦九大品牌。截至2024年底,公司在营酒店共计204家,客房总量超过40200间,另有376家酒店已签约待开业。

  证券之星消息,4月17日红日药业发布公告《红日药业:关于持股5%以上的股东减持股份变动触及5%的整数倍及减持计划期限届满暨实施结果的公告》,其股东姚小青于2025年1月15日至2025年4月14日间合计减持706.23万股,占公司目前总股本的0.2351%,变动期间该股股价下跌9.12%,截止4月14日收盘报3.39元。

股东增减持详情见下表:

  根据红日药业2024年三季报公布的十大股东详情如下:

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