OPay在挂牌当天撤回3.04亿美元纽交所IPO：称涉一未具名外国辖区的监管问询
软银支持的金融科技公司 OPay Limited 在其股票原定开始交易当天，撤回了在纽约证券交易所首次公开募股（IPO）的计划，理由是一处未具名外国司法辖区的一项监管问询。
公司表示，它与承销商已协商一致，终止10月29日签署的承销协议，本次发行将不予完成。据路透社报道，OPay 此前已将1,600万份美国存托股份（ADS）定价为每份19美元，处于19至21美元定价区间的下限，对应公司估值约40亿美元、募资规模3.04亿美元。
OPay 在发给 Condia 的声明中称，涉事辖区对其核心业务运营不具重大性，公司预期该问询将在近期得到圆满解决；决定是经慎重考虑并与承销商讨论后作出，公司认为此时不推进发行是最稳妥的做法。公司还表示，此事不应被解读为反映其业务表现、财务状况、运营诚信或监管地位存在问题。
公司没有指明涉事辖区、相关监管机构或问询的性质，只称正通过适当渠道处理此事，并与相关方沟通以争取尽早解决。
OPay 10月9日提交给美国证券交易委员会（SEC）的注册声明显示，这家以尼日利亚为核心市场的支付公司在一年内实现扭亏为盈：营收从2024年的2.057亿美元增至2025年的5.363亿美元，净利润达7,250万美元，而上一年为净亏损5,080万美元；2026年上半年营收4.671亿美元、净利润9,090万美元。截至7月31日，其月活跃用户达5,010万。
按原计划，本次发行完成后还将跟进在尼日利亚交易所的二次上市安排；公司称将视重大进展再作更新。
OPay Withdraws $304 Million NYSE IPO on Trading Day, Citing Regulatory Inquiry in Unnamed Foreign Jurisdiction
SoftBank-backed fintech OPay Limited has withdrawn its planned initial public offering on the New York Stock Exchange on the day its shares were due to begin trading, citing a regulatory inquiry in an unnamed foreign jurisdiction.
The company said it and its underwriters mutually agreed to terminate the underwriting agreement dated October 29, 2026, so the offering will not be completed. Reuters reported that OPay had priced 16 million American depositary shares (ADS) at $19 each, the bottom of its $19 to $21 range, valuing the company at about $4 billion and implying proceeds of $304 million.
In a statement sent to Condia, OPay described the jurisdiction as immaterial to its core business operations and said it expects the inquiry to be resolved satisfactorily in the near future. The company said its decision followed careful consideration and discussions with the underwriters, adding that it considered not proceeding with the offering at this time the most prudent course of action. It also stated that the development should not be interpreted as a reflection of its business performance, financial condition, operational integrity or regulatory standing.
OPay did not identify the jurisdiction, the regulator involved or the nature of the inquiry. It said the matter was being addressed through appropriate channels and that it was engaging relevant stakeholders to facilitate an early resolution.
The company's registration statement, filed with the US Securities and Exchange Commission on October 9, shows a business that turned profitable within a year: revenue rose to $536.3 million in 2025 from $205.7 million in 2024, and net income reached $72.5 million after a loss of $50.8 million. In the first half of 2026, revenue was $467.1 million and net income $90.9 million. By July 31, the company counted 50.1 million monthly active users, with Nigeria as its core market.
A planned secondary listing on the Nigerian Exchange was meant to follow the NYSE debut. OPay said it will provide further updates as material developments occur.
来源：GSM·美国（原文链接）
图片来源：图：纽约证券交易所大楼外立面（资料图）。Ryan Schwark 摄，CC0，经 Wikimedia Commons。 / The New York Stock Exchange building facade (file photo). Photo by Ryan Schwark, CC0, via Wikimedia Commons.
