刚刚！阿里，新动向来了

券商中国2025-05-09

稳定持股多年，阿里巴巴开始减持两家券商股份。5月9日，港交所披露易显示，阿里巴巴旗下公司Des Voeux Investment Company Limited减持了5750万股中金公司H股股票。再加上今年2月份减持的7240万股中金公司H股股票，阿里巴巴合计套现约17.53亿港元。与此同时，券商中国记者注意到，阿里巴巴也已从中金公司A股大股东序列中淡出。同样，在持有华泰证券6年后，阿里巴巴也已...

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Ali, new trends are coming","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"89988":0.9,"09988":0.6,"ALBmain":0.6,"BABA":1},"content_text":"稳定持股多年，阿里巴巴开始减持两家券商股份。5月9日，港交所披露易显示，阿里巴巴旗下公司Des Voeux Investment Company Limited减持了5750万股中金公司H股股票。再加上今年2月份减持的7240万股中金公司H股股票，阿里巴巴合计套现约17.53亿港元。与此同时，券商中国记者注意到，阿里巴巴也已从中金公司A股大股东序列中淡出。同样，在持有华泰证券6年后，阿里巴巴也已开始减持，目前已不在华泰证券A股前十大股东之列。年内两次减持，合计套现17.53亿港元据港交所披露易信息，Des Voeux Investment Company Limited减持了其持有的中金公司5750万股H股股票，减持价格为13.5港元/股。减持前，Des Voeux Investment Company Limited持有中金公司13044.42万股，持股比例为6.85%，减持后，持有股份数量下降至7294.42万股，持股比例降至3.83%。Des Voeux Investment Company Limited由AliBABA Group Treasury Limited全资拥有，而Alibaba Group Treasury Limited由阿里巴巴集团控股有限公司全资拥有。换言之，阿里巴巴集团减持了中金公司5750万股H股，按交易价格计算，套现7.76亿港元，折合人民币约7.23亿元。这是Des Voeux Investment Company Limited年内第二次减持中金公司。今年2月17日，Des Voeux Investment Company Limited减持了7240万股中金公司H股，每股13.5港元，约套现9.77亿港元，持股比例从10.66%下降至6.85%。这两次减持，Des Voeux Investment Company Limited合计套现约17.53亿港元，按当下汇率计，约为16.33亿元人民币。阿里巴巴亦减持了华泰证券据往期公告，2019年，阿里巴巴入股中金公司，通过Des Voeux Investment Company Limited持有2.03亿股H股，进入前五大股东名单。2020年，中金公司在A股上市，阿里巴巴作为战略投资者，再持有中金公司1375.77万A股股票。在2025年之前，阿里巴巴及子公司持有的中金公司股票数量稳定，未进行减持。据中金公司2024年年报，截至2024年年末，阿里巴巴仍通过子公司杭州灏月企业管理有限公司(以下简称杭州灏月)持有中金公司1375.77万A股股份，持股比例为0.28%，是第九大股东。不过据中金公司最新发布的2025年一季报，杭州灏月已不在中金公司A股前十大股东之列。而Des Voeux Investment Company Limited此番减持之后，虽然其仍是中金公司港股第三大股东，但由于持股比例已下降至5%以下，因此后续减持交易无需再披露。值得关注的是，阿里巴巴也开始减持华泰证券。2018年，阿里巴巴入股了华泰证券，直接持股2.68亿股，持股比例为2.95%，此后几年一直保持稳定，且2023年将其持有的股份分立过户至杭州灏月。不过华泰证券2024年年报显示，杭州灏月在2024年减持了1.68亿股，股权比例下降至1.11%，居第十大股东。相似的是，华泰证券2025年一季报显示，杭州灏月已退出了华泰证券前十大股东名单。蚂蚁财富近期正收购香港券商中金公司和华泰证券均为头部券商，按照2024年归母净利润排序，分别位居行业第九名和第二名。两家券商在2025年第一季度均取得了亮眼的成绩。中金公司一季度实现营收57.21亿元，同比增长47.69%；净利润20.42亿元，同比增长64.85%。华泰证券一季度实现营收82.32亿元，同比增长34.83%；净利润36.42亿元，同比增长58.97%。虽然阿里巴巴这一系列减持动作淡化了其对内地券商的投资，但“阿里系”当下盯上了香港本土券商。4月25日，香港联交所上市公司耀才证券公告称，上海云进信息技术有限公司(以下简称上海云进)通过旗下子公司，以每股3.28港元的价格向耀才证券发起要约收购，上海云进同时是互联网理财平台蚂蚁财富的股东。而蚂蚁财富是蚂蚁集团旗下互联网理财服务平台，也是“阿里系”主要公司之一。耀才证券则是一家中国香港头部本土券商，创立于1995年。目前业务范围包括港股证券买卖、股票孖展融资服务、证券托管及代理人服务、期货及期权买卖、杠杆式外汇买卖及现货黄金及白银买卖。据耀才证券4月25日的公告，此次交易股份约8.58亿股，占已发行股份总数的约50.55%，总现金代价为28.14亿港元。关于收购耀才证券，蚂蚁财富称，其坚定看好中国内地经济和香港地区经济的长期发展，看好科技与财富管理结合带来的巨大市场机遇。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","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/2534482278","isCrawlerRequest":true}