Institutions recommend after the festival with layout potential 12 gold shares 成都大学医护学院

Recommended: Festival with the layout of the potential 12 gold stocks involved in this industry and analysis of stocks from the brokerage Research Report, only analysts of the industry and the stocks of the personal views do not represent the views of the card network, not as investors buy or sell stocks on the stock market risk, the investment must be cautious. 1, Trinidad (600074): Hardware entrance education extends to the scene, extension and expansion can be expected an event overview: Recently, the company announced that intends to purchase Shenzhen bean Technology Co., 390 million yuan of its own funds (hereinafter referred to as the "bean technology") 100% shares; the company intends to invest in the establishment of industrial investment the fund, the total size of the fund is not more than 3 billion yuan, of which the company intends as a limited partner (LP) investment is not more than 800 million yuan, the rest is funded by Shenzhen Baisui Cci Capital Ltd (hereinafter referred to as "100 Lan") to raise other qualified investors. Two, analysis and judgment: the acquisition of bean technology with company strategy, the "intelligent hardware +" solutions to expand the education scene relying on the video + algorithm derived from multiple areas of product positioning in the "video intelligent hardware + Internet plus new media", is committed to providing "the overall business model of" intelligent hardware + new media + Internet plus segments for 100 business solutions. After the completion of the acquisition, bean technology can be the platform intelligent hardware company as the entrance to access the network education under its line, through access to Trinidad cloud to fully exploit the data, to provide more value-added services and more precise marketing tools for customers. The acquisition of technology in line with the company "the traditional bean industry, the strategic goal of creating the wisdom of life, will promote the" intelligent hardware + Solutions successfully extended to the education industry. Bean technology mobile education products rich, over 1 million 200 thousand subscribers, covering over 1000 schools of science and technology education bean focused on the mobile Internet, through the wisdom campus, K12 education and training, Internet value-added service, "three two platform" four big business profits; has 21 software copyrights, four products (bean home school treasure, bean class, bean and bean wisdom campus) education in many provinces and cities to a higher visibility, covering more than 1000 schools across the country. Among them, the number of users of Adzuki Bean school treasure platform is more than 1 million 200 thousand. Bean technology’s goal is to become the leading brand of "Internet plus education", primary and secondary education and training institutions to build domestic authority, the business structure is as follows: 1) wisdom campus business. Wisdom campus software platform products through the SaaS model to provide services for the school to achieve profitability; K12 (primary school students, junior high school students, high school students) education and training business. Bean classroom is the on-line teaching platform based on the live video, the bean home school treasure platform huge amount of users to achieve docking drainage, using O2O model to carry out education and training services; bean education and training schools to provide face-to-face tutoring services; 3) Internet value-added services business. Bean bean technology through self built website, home school treasure APP, APP class mobile phone bean as the core business of providing Internet service operators, the use of home school treasure platform has a huge amount of users for advertising, electricity providers and other value-added business operations, received wide

机构推荐:节后具备布局潜力12金股 本文涉及的行业及个股分析来源于券商研究报告,仅为分析人士对该行业及个股的个人观点,不代表中证网观点,不作为投资者买卖股票的依据,股市有风险,投资须谨慎。  1、保千里(600074):硬件入口延伸至教育场景,外延扩张可期一、事件概述:近期,公司发布公告:拟以自有资金人民币3.9亿元购买深圳市小豆科技有限公司(以下简称“小豆科技”)100%股权;公司拟参与投资设立产业投资基金,基金总规模不超过30亿元,其中公司拟作为有限合伙人(LP)出资不超过人民币8亿元,其余出资由深圳市百岁兰投资管理有限公司(以下简称“百岁兰”)向其他合格投资者募集。二、分析与判断:收购小豆科技符合公司战略,将“智能硬件+”解决方案拓展至教育场景公司依托视像+算法技术衍生出多个领域的产品,定位于“视像智能硬件+互联网+新媒体”,致力于为百行百业提供“智能硬件+新媒体+互联网+细分领域商业模式”的整体解决方案。收购完成后,小豆科技可将公司的平台型智能硬件作为其线下接入网络教育的入口,通过接入保千里云端充分挖掘数据,为客户提供更多增值服务和增加精准的营销手段。收购小豆科技符合公司“智联传统产业,创造智慧生活”的战略目标,将推动“智能硬件+”解决方案顺利延伸至教育行业。小豆科技移动教育产品丰富,用户量超120万,覆盖全国超1000所学校小豆科技专注移动互联网教育,通过智慧校园、K12教育培训、互联网增值服务运营、“三通两平台”四大业务盈利;拥有21项软件著作权,四款产品(小豆家校宝、小豆课堂、小豆教育和小豆智慧校园)在多省市知名度较高,业务覆盖超过全国1000所学校。其中,小豆家校宝平台用户量超过120万。小豆科技的目标是成为“互联网+教育”领导品牌,致力于打造国内权威的中小学教育培训机构,其业务构成如下:1)智慧校园业务。智慧校园软件平台产品通过SaaS模式为学校提供服务实现盈利;K12(小学生、初中生、高中生)教育培训业务。小豆课堂是基于视频直播的线上教学平台,通过对接用户量庞大的小豆家校宝平台实现引流,采用O2O的模式开展教育培训业务;小豆教育培训学校则提供面对面的课外辅导服务;3)互联网增值服务运营业务。小豆科技通过自建网站、小豆家校宝APP、小豆课堂手机APP等为核心业务提供互联网运营服务,利用具有庞大用户量的家校宝平台进行广告、电商等增值业务运营,收取广告费;三通两平台”(即宽带网络校校通、优质资源班班通、网络学习空间人人通,建设教育资源公共服务平台和教育管理公共服务平台)业务。通过承接市、区(县)教育局的教育云平台项目,在原有软件平台的基础上进行二次开发,收取软件平台的销售费用和二次开发费用。设立产业投资基金将推动公司智能网联汽车战略落地,外延式扩张值得期待公司致力于打造“人、车、手机、生活”之间的跨界互联互通车联网,将通过上市公司+产业基金的模式实现在智能网联汽车生产、运营及生态领域的项目储备与战略落地。百岁兰作为产业投资基金的管理人,其团队拥有近10年的证券从业经验、资本投资经验,公司在外延式扩张与产业整合方面值得期待。二、三、盈利预测与投资建议:根据业绩对赌方案,小豆科技承诺2016年将实现扣非后归属于母公司股东的净利润为3000万元以上,公司收购小豆科技的估值为13倍左右。小豆科技收购完成后,公司EPS将增厚至少0.01元。预计2016~2018年EPS为0.38元、0.54元、0.70元,当前股价对应2016~2018年PE分别为41X、29X、22X,维持公司“强烈推荐”评级。维持公司2017年40~45倍PE,未来6个月的合理估值为21.6~24.3元。 (民生证券 郑平;胡独巍)  相关的主题文章: