楂存扮℃浠虹锛

1116ワ缇借镐氦濮浼(SEC)缃绔剧ず锛楂存涓涓娉ㄤ绾у烘璧洪绠$浜轰富浣HHLR Advisors浜2021骞翠瀛e害缇℃浠版

充瀛e害楂寸℃浠诲艰揪76.5浜跨(浜烘甯500浜垮)锛杈涓瀛e害浜瀛e害浠瑙妯℃缂╁蜂ョ锛涓瀛e害楂磋琛浜杈澶у搴璋浠朵腑锛浠1040涓′濂╋浣垮朵涓炬涓洪寸浜澶ч浠★涓绾у烘璧On(璺)版涓虹澶ч浠°讹杩娓浠浜2跨嚎“蹇姘磋”

翠ョ锛涓°界瀛扮渚фHHLR Advisors浜绾у哄㈤璧涓荤嚎灏ゅ舵╁惰锛棰涓洪村憋涓澶ч浠涓虹╁惰

煎娉ㄦ变¤缁娑HHLR Advisors瀵圭$浠浣杩琛涓瀹璋浠锛骞跺澶ф腐$甯灞搴杩娓涓哄藉涓灏澶撮ㄧ缃伴昏

澶у浠浼濂╋涓澶ч浠涓虹╁惰

浠HHLR Advisors涓瀛e害浠ョ锛界瀛剧舵存涓虹濂界璧瑰

楂500浜挎浠 娓浠10澶х★╁惰 澶ф腐″灞

楂寸涓澶ч浠涓虹╁惰锛炬宸浼濂┿澶╁╋璁℃浠甯奸杈30.65浜跨(浜烘甯195浜)锛诲肩40%

朵腑锛楂翠瀛e害澶т妇浠1040涓′濂╋浣垮惰崇浜澶ч浠★℃伴揪1105涓★浠甯艰揪5.59浜跨

璧剧ず锛浼濂╂绔浜浜涓昏浠寮浣T缁娉锛舵“ㄧ哄涔”╋楂存灏辨甯灞1019ワ浼濂╁ㄥ朵妇琛ユ椿ㄤ浜朵复搴舵涓村绠$嚎归」11娆剧娉

浼濂╀2020骞6ㄧ撼揪涓甯锛′环′琛锛翠琛ㄧ涓浣炽浣浠骞翠瀛e害濮瑙寮癸浜瀛e害′环澶ф定41%锛涓瀛e害缁х画涓娑23%锛骞村娑ㄥ存杈74%锛璧板轰涓娉㈢甯琛

炬宸宸茬缁涓搴涓洪寸绗澶ч浠★涓瀛e害缁х画淇浠涓锛甯艰揪19.8浜跨(126浜垮浜烘甯)锛浠骞翠互ョ炬宸′环宸茬ぇ娑ㄤ47.98%锛2016骞村ㄧ′甯浠ユワ炬宸′环涓骞翠璺锛浠28.97缇涓璺定冲浠382.37缇锛涓涓g澶х★楂撮浠朵腑惰棰涓般

绗澶ч浠′负澶╁╋瀹跺浜复搴舵扮╄锛涓昏韩剧棰扮╄╂锛浠骞翠互ュぉ澧╃′环澶ф定28.93%

姝ゅ锛HHLR Advisors涓瀛e害拌18瀹跺涓朵腑9瀹朵负╃浼涓锛瑕绮惧跨ょ娉缃瑙娌荤绛棰

On璺拌涓虹澶ч浠锛搴拱杩SEA

涓瀹舵ヨ澹杩ㄥOn璺涓HHLR Advisors“版”锛涓瀛e害璺昏韩楂寸澶ч浠°

璧剧ず锛On璺绔浜2010骞达涓互璁捐缁т负虹楂ц借ㄥ锛60澶涓藉寤虹浜涓涓婊℃ㄧ杩风ぞ猴稿浜灏·ㄣ濞灏·瀵璐瑰痉绛涓浼瀵璞ぇ浣ㄥ绮涓

浠骞915ワOn璺诲绾戒氦锛涓甯棣ュぇ娑45.83%杈惧35缇锛楂插昏40缇锛′环36缇杩锛板间负112浜跨

姝ゅ锛缇芥澶DoorDash涔杩ヤ楂村澶ч浠★″间负2.46浜跨锛涓昏缁ヤ涓ㄧ嚎椋璁㈣喘椋浜や骞冲锛芥澶х澶

涓瀛e害锛HHLR Advisors颁拱ユ“涓浜灏捐”绉板SEA

2019骞翠瀛e害锛楂存句拱1500涓SEA锛褰兼惰¤′环10缇宸SEA′环涓璺ぇ娑楂村ㄩ浣寮濮锛村颁瀛e害娓浠濡浠锛楂村颁拱SEA锛涔板33涓★剧朵濂藉舵跨┖达SEA板煎凡杈惧1894浜跨

HHLR Advisors涓瀛e害杩涔板ヤ108涓$虫苯杞ヤ浣淇86涓′姝ゅ锛HHLR Advisors杩澧浜瓒108涓¤充澶ч浠°

娓浠“蹇姘磋”╂ZOOM锛澶х璧搴

煎娉ㄦ涓瀹跺浠HHLR Advisors澶ч浠′腑猴NSTARZOOM卞郊杩朵腑锛“蹇姘磋”╂ZOOM琚寸存娓浠

╂(ENSTAR)澶娆′跺涓澶ч浠$涔涓杩瀹舵惰喘绠$淇┿淇╀$锛婚ㄤ浜炬杈撅涓″储浜ч┿浼や骸╁朵瀵块╀★涓¤存澶涓捣澶藉

杩骞达╂′环琛ㄧ浼寮锛2009骞翠互ワ璇ヨ′60涓璺定崇232锛浠骞翠互ョ娑ㄥ涓13.23%

涓澶“蹇姘磋”Zoom磋涓ゅ勾¢2019骞翠甯楂翠璺浠锛2020骞翠瀛e害存涔版绗澶ч浠★锛Zoom涔胯蛋轰涓娉㈠$琛锛楂存存惰婊℃弧

涓讹HHLR Advisors澶т绉璧搴涓瀛e害锛缁х画浠璧瀵讹辩澶ч浠″崇锛杩拌AMDSEA绛6瀹剁

杩涓涓锛AMD′环澶ф定瓒20%锛浠骞翠互ワAMD′环澶ф定浜60%涓涓锛AMD甯浜浠ゅ烘瀛fワ琛ㄦㄧ靛浜у疆浼间AMD杩棰璁″瀛e害浼杈惧45浜跨锛姣骞村ぇ澧39%

充瀛e害HHLR Advisors杩ャ灏崇拌芥杞浠ュSnowflake娑楦鸿界浜璁$╄缃棰

姝ゅ楂存惧琛ㄧず锛濂芥ヤ袱颁骞撮绉棰瀵间娌跨拌芥鸿界‖浠剁澶х璧锛骞跺纭绉颁负“х缁ф璧绐”规浣缁璁★浠骞翠互ワ楂村A″涓垫璁惧瀵间璁惧靛浠剁纭棰稿充甯澧43瀹讹姣杩40%

澶ф腐℃璧搴璋浠澶ч昏虫敞

煎娉ㄦ涓瀛e害锛HHLR Advisors瀵归ㄥ缁楂娑浠ュ扮澧娣卞诲褰卞琛涓杩琛浜璋浠姝ゅ娓″烘璧浠峰肩锛涔ㄥ稿璧澶у灞

杩锛HHLR Advisors涓涓┿寰哄ㄤ汉ㄦ腐′甯虹虫璧锛姝ゅ涔杩缁浠浜璇鸿ュHHLR Advisorsㄦ腐″鸿寤虹寰荤绛╃

璁★浠2020骞磋充骞11锛楂村涓f╁ㄥ20澶涓腐″轰虹虫璧锛澶у颁负娌跨╃

姝ゅ楂翠绾у㈤璋浠澶ч昏涔颁甯哄箍娉虫敞锛涓昏

绗锛浼涓浼板笺褰跺虹逛杩楂浜锛宸茬瓒轰浼涓韩稿浠峰硷姝ゆ朵哄璋浠绛ャ杩绉涓“杩芥定璺”浣剁稿锛ㄥ哄稿楂规存病缁х画寰“娣绘补”锛跺绉涓涓х浣

绗锛浜绾ф璧㈤繁ㄦ璧涓绌惰绋涓浼涓繁杩琛澶涓慨姝c

绗锛琛涓涓涓虹浜扮娣卞诲锛浜绾ф璧㈤浠璋寸ャ

绗锛惰璧烘璧ㄦ锛姣濡涓PE洪浜у版浜锛瑕ㄤ涓IPOц虹ャ

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