阿里低价抛售高鑫零售：作价超百亿接盘方曾私有化前程无忧

雷递01-01

雷递网乐天 1月1日高鑫零售今日发布公告，宣布阿里作价超过100亿，卖出所持高鑫零售股权。公告显示，要约人与卖方订立买卖协议，以有条件买卖7,507,666,581股股份（即待售股份，占于本联合公告日期已发行股份约78.70%），总代价为103.61亿港元（相当于每股待售股份1.38港元，连同利息）。以此计算，高鑫零售的作价为131.65亿港元（约123.7168亿元）。截至今日收盘，高鑫零售...

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1月1日高鑫零售今日发布公告，宣布阿里作价超过100亿，卖出所持高鑫零售股权。公告显示，要约人与卖方订立买卖协议，以有条件买卖7,507,666,581股股份（即待售股份，占于本联合公告日期已发行股份约78.70%），总代价为103.61亿港元（相当于每股待售股份1.38港元，连同利息）。以此计算，高鑫零售的作价为131.65亿港元（约123.7168亿元）。截至今日收盘，高鑫零售...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250102000740a211b202&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0918141887.USD","symbol_name":"安联亚洲实际收益股票基金","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250102000740a211b202&s=b","article_id":"2500935093","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250102000740a211b202&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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1月1日高鑫零售今日发布公告，宣布阿里作价超过100亿，卖出所持高鑫零售股权。公告显示，要约人与卖方订立买卖协议，以有条件买卖7,507,666,581股股份（即待售股份，占于本联合公告日期已发行股份约78.70%），总代价为103.61亿港元（相当于每股待售股份1.38港元，连同利息）。以此计算，高鑫零售的作价为131.65亿港元（约123.7168亿元）。截至今日收盘，高鑫零售股价为2.48港元，市值为236.58亿港元。可以看出，阿里明显在贱卖资产，聚焦核心产业。要约人将按下列方式支付：(a) 金额69亿港元于买卖协议首次付款价格每股待售股份0.92港元）应由要约人于买卖协议交割时以现金支付予卖方，惟要约人应支付之买卖协议首次付款价格的金额须扣减公司于买卖协议日期后直至买卖协议交割日期止向卖方分派之任何股息或其他分派（不包括每股0.17港元之二零二四年中期股息）之总额以及卖方就待售股份转让应付之印花税；(b) 余额34.53亿港元（相当于买卖协议第二次付款价格每股待售股份0.46港元），连同买卖协议第二次付款价格由买卖协议交割日期起直至买卖协议第二次付款价格支付日期止所累计之基本利息及可变利息，应由要约人于适用之买卖协议第二次付款日期以现金递延支付予卖方。为免生疑问，买卖协议交割于买卖协议首次付款结清时即告落实，且不受买卖协议第二次付款的支付所限。于本联合公告日期，高鑫零售有9,539,704,700股已发行股份及45,000,000份尚未行使购股权。根据要约人根据该等要约应付之代价总额上限及假设(a)除所有二零二五年归属购股权于失效前在该等要约结束前获行使外，概无进一步授出购股权及高鑫零售股本并无其他变动；及(b)所有因行使二零二五年归属购股权而发行之股份均被提呈以供接纳，而该等股份之持有人已有效选择部分递延结算替代方案，则根据该等要约应付之代价上限约为32.36亿港元。倘要约人于（惟不超过）强制收购有效期内收购不少于90%的要约股份及不少于90%的独立股份，要约人拟透过行使其根据收购守则规则2.11及公司条例有权行使的强制收购权，以强制收购要约人尚未根据股份要约收购的所有该等股份，将高鑫零售私有化。要约人为一间于开曼群岛注册成立之获豁免有限公司。其由DCP Capital（德弘资本）旗下基金DCP Capital Partners II, L.P.间接拥有100%权益，资金总承担约为26亿美元。接盘方曾私有化前程无忧DCP Capital Partners II, L.P.普通合伙人为DCP General Partner II, Ltd.。DCP Capital Partners II, L.P.是一只拥有约60家有限合伙人的多元化有限合伙人基金，无单一有限合伙人持有其中超15%的有限合伙权益。DCP Capital是一家另类资产管理公司，并专注于私募股权投资。DCP Capital已牵头多项成功交易，如2023年投资加拿大知名消费保健品牌Jamieson Wellness、2022年前程无忧的私有化、2019年收购MFS Technology控股权、2018年投资Sunpower Group Limited的可转换债券等等。DCP Capital主张长期可持续的方针以建立及发展企业，为被投资企业提供战略洞察、资本支持、以及综合营运专业知识。利用其在消费及零售领域卓越过往成绩，DCP Capital致力于创造企业管理层与股东之间的利益一致及共赢局面，以促进各方取得成功。成功完成该等要约后，要约人拟支持高鑫零售现有主要业务并继续与公司管理团队密切合作，以推动实现客户及股东价值。韩鎏及秦跃红女士拟不迟于首个截止日期辞任董事会职务。要约人拟提名新董事加入董事会。高鑫零售半年营收347亿 同比降3%2024年初，高鑫零售进行管理层调整，任命沈辉为公司执行董事兼首席执行官，阿里派驻的高管林小海空降上海家化，担任上海家化CEO。近期，高鑫零售发布财报。财报显示，截至2024年9月30日的半年，高鑫零售营收为347亿元，较上年同期的357.58亿元下降3%。截至2024年9月30日的半年，高鑫零售毛利为85.26亿元，较上年同期的88.89亿元下降4.1%；运营利润为6.21亿元，上年同期为1900万元；期内利润为1.86亿元，上年同期的期内亏损为3.78亿元。自阿里元老吴泳铭出任阿里CEO以来，阿里持续聚焦核心业务，出售了大量非核心业务资产，包括清仓B站股权，减持小鹏汽车股权，阿里近期还拟清仓所持丽人丽妆股权，或套现6.5亿。近期，阿里还宣布与另一名少数股东同意将银泰 100%的股权向由雅戈尔集团和银泰管理团队成员组成的购买方财团出售。银泰是中国领先的百货企业之一。当年，阿里巴巴创始人马云倡导新零售，2014年4月，阿里就以53.7亿港元对银泰商业进行战略投资。2017年，阿里巴巴联手银泰商业创始人沈国军177亿私有化银泰商业。阿里巴巴目前持有银泰约 99%的股权。阿里巴巴就银泰出售的所得款项总额约为74 亿元（10 亿美元）。阿里巴巴预计因出售银泰而录得的亏损约为93 亿元（13 亿美元）。随着此番出售高鑫零售，阿里业务将进一步向核心电商业务靠拢。———————————————雷递由媒体人雷建平创办，若转载请写明来源。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"shareholding","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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阿里低价抛售高鑫零售：作价超百亿 接盘方曾私有化前程无忧

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阿里低价抛售高鑫零售：作价超百亿接盘方曾私有化前程无忧