作价131亿港元，阿里欲清仓高鑫零售

览富财经2025-01-03

2025年1月1日，阿里巴巴出售高鑫零售的方案确定，其子公司及New Retail与德弘资本达成交易，以最高约131.38亿港元（约人民币123.5亿元）出售所持的高鑫零售全部近78.7%的股权。本次交易早有预兆，今年10月，高鑫零售就曾公告，控股股东阿里巴巴方面正在与要约收购人讨论收购事项。而今，该笔交易正式落地，使得高鑫零售在二级市场股价大幅下挫。公告发出次日（1月2日），高鑫零售股价大幅低开...

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Retail与德弘资本达成交易，以最高约131.38亿港元（约人民币123.5亿元）出售所持的高鑫零售全部近78.7%的股权。本次交易早有预兆，今年10月，高鑫零售就曾公告，控股股东阿里巴巴方面正在与要约收购人讨论收购事项。而今，该笔交易正式落地，使得高鑫零售在二级市场股价大幅下挫。公告发出次日（1月2日），高鑫零售股价大幅低开，盘中跌超30%，市值最高蒸发近72亿港元（约人民币68亿）。资料显示，高鑫零售主要于中国从事经营大卖场及电子商务平台业务，拥有“欧尚”及“大润发”两个知名品牌经营大卖场，在本次交易前市值约236.59亿港元。业绩上看，2024年上半年，高鑫零售营收为347.08亿元，同比下降3%；毛利为85.26亿元，同比下降4.1%；净利润为1.86亿元，扭亏为盈。本次接手方德弘资本是一家国际性私募股权投资机构，董事长为刘海峰，曾领导KKR及摩根士丹利在亚洲的私募股权投资业务，投资和扶持过中国平安、蒙牛乳业、海尔、南孚电池等企业。据悉，阿里巴巴最早于2017年入股高鑫零售，被视为其与京东等竞争对手争夺线下零售市场的又一布局。彼时阿里巴巴投入约224亿港元，获得高鑫零售36.16%的股份，成为其第二大股东。2020年，阿里巴巴增持，花费280亿港元使得持股比例上升至72%，成为高鑫零售的控股股东。这意味着，阿里巴巴在高鑫零售的股权投资已经达到504亿港元，而今其清仓仅拿回131.4亿港元，由此来看这笔买卖并不划算。事实上，在本次交易前，2024年12月17日，阿里巴巴还与雅戈尔集团达成交易，将所持全部银泰股权，以约74亿元人民币向雅戈尔集团和银泰管理团队成员组成的买方财团出售，在该笔交易中，阿里或将亏损人民币93亿元。阿里巴巴两度大幅折价出售零售资产，或可在公司高层的发言中找到原因。2024年2月7日，阿里董事会主席蔡崇信在财报电话会议上指出，传统实体零售业务并非阿里的核心业务，退出此类业务是合理的战略选择。从2024财年至今，阿里已经退出了价值17亿美元的非核心资产。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"shareholding","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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