阿里最高131亿港元出售高鑫零售聚焦电商及云业务陆续退出非核心资产

长江商报2025-01-03

长江商报奔腾新闻记者江楚雅2025年第一天，阿里巴巴官宣“瘦身计划”。1月1日晚间，阿里巴巴集团发布公告，宣布子公司及New Retail与德弘资本订立协议，出售所持高鑫零售全部股权，合计占高鑫零售已发行股份总数约78.7%。根据协议，阿里巴巴子公司及New Retail将有权就待售股份收取最高金额约131.38亿港元，相当于1.75港元/股。公告显示，阿里巴巴将持续聚焦核心业务，提升股东回报。...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2500963909?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-01-03 04:07","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2500963909","market":"us","top_or_hot":-1,"title":"阿里最高131亿港元出售高鑫零售 聚焦电商及云业务陆续退出非核心资产","media":"长江商报","content":"<div>\n<p>长江商报奔腾新闻记者江楚雅2025年第一天，阿里巴巴官宣“瘦身计划”。1月1日晚间，阿里巴巴集团发布公告，宣布子公司及New Retail与德弘资本订立协议，出售所持高鑫零售全部股权，合计占高鑫零售已发行股份总数约78.7%。根据协议，阿里巴巴子公司及New Retail将有权就待售股份收取最高金额约131.38亿港元，相当于1.75港元/股。公告显示，阿里巴巴将持续聚焦核心业务，提升股东回报。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250103041544ab9c3acd&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里最高131亿港元出售高鑫零售 聚焦电商及云业务陆续退出非核心资产</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里最高131亿港元出售高鑫零售 聚焦电商及云业务陆续退出非核心资产\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-03 04:07 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250103041544ab9c3acd&s=b><strong>长江商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>长江商报奔腾新闻记者江楚雅2025年第一天，阿里巴巴官宣“瘦身计划”。1月1日晚间，阿里巴巴集团发布公告，宣布子公司及New Retail与德弘资本订立协议，出售所持高鑫零售全部股权，合计占高鑫零售已发行股份总数约78.7%。根据协议，阿里巴巴子公司及New Retail将有权就待售股份收取最高金额约131.38亿港元，相当于1.75港元/股。公告显示，阿里巴巴将持续聚焦核心业务，提升股东回报。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250103041544ab9c3acd&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":"LU0251143458.SGD","symbol_name":"Fidelity Emerging Markets A-SGD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250103041544ab9c3acd&s=b","article_id":"2500963909","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250103041544ab9c3acd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2500963909","pubTimestamp":1735848464,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"1月1日晚间，阿里巴巴集团发布公告，宣布子公司及New Retail与德弘资本订立协议，出售所持高鑫零售全部股权，合计占高鑫零售已发行股份总数约78.7%。公告显示，阿里巴巴将持续聚焦核心业务，提升股东回报。2017年开始，阿里巴巴持续入股并拿下高鑫零售72%股份，成为其控股股东，一度将高鑫零售市值推向1000亿港元大关。加速非核心业务剥离速度后，阿里巴巴更聚焦于电商，云+AI业务。这是阿里云连续第四个季度实现增速上涨。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU1046421795.USD":"富达环球科技A-ACC","BK4548":"巴美列捷福持仓","06808":"高鑫零售","BK4565":"NFT概念","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU0651946864.USD":"贝莱德新兴市场股票收益A2","BK4524":"宅经济概念","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","BK4527":"明星科技股","LU1051768304.USD":"贝莱德新兴市场股票收益A6","BK4531":"中概回港概念","LU1688375341.USD":"贝莱德中国灵活股票基金","LU1008478684.HKD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (HKD) ACC","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","BK4526":"热门中概股","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","09988":"阿里巴巴-W","BK4588":"碎股","BABA":"阿里巴巴","LU1515016050.SGD":"Blackrock Emerging Markets Equity Income A6 SGD-H","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","BK4581":"高盛持仓","BK4503":"景林资产持仓","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","BK4575":"芯片概念","BK4502":"阿里概念","BK4587":"ChatGPT概念","BK4558":"双十一","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","BK4505":"高瓴资本持仓","LU1048596156.SGD":"Blackrock Asian Growth Leaders A2 SGD-H","BK4535":"淡马锡持仓","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","BK4504":"桥水持仓","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU0821914370.USD":"贝莱德亚洲成长领袖A2","BK4538":"云计算","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","BK4579":"人工智能","LU1046422090.SGD":"Fidelity Pacific A-SGD"},"translate_title":"Alibaba sells Sun Art Retail for up to HK $13.1 billion, focusing on e-commerce and cloud businesses and gradually withdrawing non-core assets","themeId":"0eda9f008fe6d25bd1ed73fb7205a296","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"06808":0.9,"BABA":1,"09988":0.6},"content_text":"长江商报奔腾新闻记者江楚雅2025年第一天，阿里巴巴官宣“瘦身计划”。1月1日晚间，阿里巴巴集团发布公告，宣布子公司及New Retail与德弘资本订立协议，出售所持高鑫零售全部股权，合计占高鑫零售已发行股份总数约78.7%。根据协议，阿里巴巴子公司及New Retail将有权就待售股份收取最高金额约131.38亿港元，相当于1.75港元/股。公告显示，阿里巴巴将持续聚焦核心业务，提升股东回报。2017年开始，阿里巴巴持续入股并拿下高鑫零售72%股份，成为其控股股东，一度将高鑫零售市值推向1000亿港元大关。高鑫零售是一家主要从事经营线下实体卖场及线上销售渠道的公司。该公司的主营业务为通过大润发、大润发生活超市等线下实体卖场以及线上销售渠道向顾客销售商品。2024年以来，阿里巴巴试图逐步出售实体商业，大润发也在积极自救。根据高鑫零售发布的财年中期业绩，通过节省销售及营销开支和行政费用等方式，公司营收347.08亿元，净利润1.86亿元，实现扭亏为盈。长江商报奔腾新闻记者注意到，过去一年，阿里坚定执行战略聚焦，清晰取舍，面向未来，更好将发展资源聚焦于电商、云+AI这两大方向，非核心业务剥离速度明显加快。阿里巴巴在2023年12月和2024年3月进行了两次较大规模地减持小鹏汽车股份。2024年3月阿里巴巴出售持有的全部哔哩哔哩股份；11月，阿里巴巴还对上海丽人丽妆化妆品有限公司进行了减持；12月17日，阿里巴巴宣布出售银泰百货股权。在此期间，阿里巴巴方面还多次减持光线传媒、商汤科技、华谊兄弟等公司股票。阿里巴巴CEO吴泳铭多次公开表示，非核心业务将通过多种资本化方式，尽快实现资产价值。业内认为，阿里这几年的市值缩水和股价波动，在一定程度上与公司忽略电商基本盘、急于扩张非核心业务有关。如今，通过减持非核心资产、聚焦核心业务来调整战略，这种做“减法”的方式，对于阿里来说或许才是更积极的行为。加速非核心业务剥离速度后，阿里巴巴更聚焦于电商，云+AI业务。11月，阿里巴巴集团公布的2025财年第二季度业绩显示，阿里云季度收入296.1亿元，同比增长7%，对比上一季度265.49亿元，环比增长11.5%。这是阿里云连续第四个季度实现增速上涨。其中，阿里云整体收入(不计来自阿里巴巴并表业务收入)同比增长超过7%，由公共云业务的双位数增长带动，AI(人工智能)相关产品采用量提升，AI相关产品收入连续五个季度实现三位数同比增长。","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,"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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.43.1","shortVersion":"4.43.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2500963909","isCrawlerRequest":true}

阿里最高131亿港元出售高鑫零售 聚焦电商及云业务陆续退出非核心资产

精彩评论

阿里最高131亿港元出售高鑫零售聚焦电商及云业务陆续退出非核心资产