阿里大动作！又有四家上市公司股权转让 Ali's big move! Four more listed companies have transferred shares|阿里_新浪财经

来源：财联社

①继12月1日圆通速递、美凯龙、丽人丽妆发布权益变动公告，宣布阿里网络退出之后，12月3日又有4家A股公司官宣这一事项。 ②财报会上，阿里高管提到，集团计划在未来几年内将ROIC（资本回报率）提升至双位数水平。

12月3日晚间，$分众传媒(002027.SZ)$、$千方科技(002373.SZ)$、$美年健康(002044.SZ)$、$居然之家(000785.SZ)$晚间公告，近日，公司持股5%以上股东阿里网络与杭州灏月签订了《股份转让协议》，约定阿里网络通过协议转让的方式向杭州灏月转让其持有的公司股份。

值得一提的是，12月1日晚间，$圆通速递(600233.SH)$、$美凯龙(601828.SH)$、$丽人丽妆(605136.SH)$也分别发布权益变动报告书，给出的内容类似，阿里网络将把所持的上市公司股份转让给杭州灏月，交易完成后，阿里网络不再直接持有上市公司股份。

这意味着，截至目前，$阿里巴巴-SW(09988.HK)$已经退出其持有的7家上市公司。

根据这些上市公司的公告，为实现阿里网络突出主业、非主业业务独立发展，各司其职，提高经营效益，进一步实现资产的保值、增值和可持续发展，打造具有竞争力的企业，阿里网络决定实施存续分立，并分立为阿里网络（存续公司）和新设公司杭州灏月、传滨科技、传航科技，且分立后存续公司及各新设公司的股东及持股比例情况与分立前的阿里网络股东及持股比例一致。本次权益变动系因阿里网络实施存续分立导致，阿里网络持有的上市公司股份股份全部由分立后新设公司杭州灏月承继。

在今日晚间公告的权益变动中，阿里网络拟将所持分众传媒约8.85亿股股份，以6.62元元/股转让至杭州灏月，约占公司总股本的6.13%。

而千方科技表示，阿里网络通过协议转让方式拟向受让方杭州灏月转让其持有的公司无限售流通股222,993,866股，占公司总股本的14.11%。

美年健康公告称，阿里网络将其持有的公司8.02%股份转让给杭州灏月。每股转让价格为6.17元，转让价款总额为19.37亿元。

居然之家表示，阿里网络拟将其持有的居然之家576,860,841股无限售流通股股份（占总股本9.18%）股份协议转让给杭州灏月。转让价格为3.55元/股，股份转让总价款共计20.48亿元。本次权益变动不涉及亦不会导致本公司控股股东、实际控制人发生变化。

根据公告，股权受访方杭州灏月为新设立公司，其成立于2023年10月24日，由淘宝（中国）软件有限公司持股57.59%，浙江天猫技术有限公司持股35.75%，以及Alibaba.com China Limited 持股6.66%。这与阿里网络的股东和持股比例完全一致。

因此，在一些业内人士看来，阿里网络不再持股，但并不意味着阿里巴巴的完全退出，承继股份的杭州灏月仍然为阿里系企业。

除了这三家公司，目前阿里网络在A、H股还有约9家上市公司持股比例超过5%，包括$众信旅游(002707.SZ)$（阿里网络持股10.20%）、$翱捷科技-U(688220.SH)$（阿里网络持股15.43%）、$联华超市(00980.HK)$（阿里网络持股18%）、$洪九果品(06689.HK)$（阿里网络持股7.67%）、$汇通达网络(09878.HK)$（阿里网络持股17.26%）。截至记者发稿，其余上市公司尚未发布类似权益变动公告。

此外，据媒体梳理，淘宝控股还在10家A或H上市公司中持有占比超过5%的股份，包括$哔哩哔哩-W(09626.HK)$、$云音乐(09899.HK)$、$小鹏汽车-W(09868.HK)$、$顺丰同城(09699.HK)$、$宝宝树集团(01761.HK)$等。目前尚不清楚淘宝控股是否会做出类似的股份转让安排。

今年以来，阿里巴巴集团的大动作不断。

3月28日，阿里启动成立24年来最大规模的一场组织变革，阿里巴巴集团拆分成“1+6+N”的数个独立公司。

9月10日，吴泳铭出任阿里巴巴集团CEO，同时兼任淘天集团董事长，以及阿里云智能集团董事长兼首席执行官，

11月中旬，在阿里巴巴三季报财报分析师电话会上，吴泳铭作为新上任的CEO首次参加，并宣布了一系列变动：暂缓盒马鲜生IPO，不再推进云智能集团的完全分拆。与此同时，阿里第一批战略级创新业务——1688、闲鱼、钉钉、夸克四大板块浮出水面。

财报会上，阿里高管还提到，集团计划在未来几年内将ROIC（资本回报率）提升至双位数水平。

为了达到这样的目标，在核心业务方面将加大投资，投资创新、投资增长，从而未来提升核心业务的盈利能力与收入，进而提升资本回报率。而对于非核心业务，需要尽快让这部分投资转为盈利。

“针对部分投资，我们还是有机会可以去加以变现，通过货币化的方式，未来也可以为集团股东返还价值，从而帮助集团提升资本回报率。除此之外，我们还有很多其他投资，包括股本证券方面的投资、股票投资，以及一些关联企业方的投资。所有这些投资也是一种资源，我们可以利用它来提升资本回报率。” 阿里巴巴集团CFO徐宏称。

编辑/ruby

Source: Finance Association

① Following the equity change announcements issued by Yuantong Express, Macalline, and Beauty Beauty on December 1, announcing the withdrawal of Alibaba Network, 4 more A-share companies officially announced this matter on December 3. ② At the earnings conference, Alibaba executives mentioned that the group plans to increase ROIC (return on capital) to a double-digit level within the next few years.

On the evening of December 3,$Focus Media Information Technology(002027.SZ)$,$China TransInfo Technology(002373.SZ)$,$Meinian Onehealth Healthcare Holdings(002044.SZ)$,$Easyhome New Retail Group Corporation(000785.SZ)$In the evening, it was announced that recently, Alibaba Network, which holds more than 5% of the company's shares, signed a “Share Transfer Agreement” with Hangzhou Haoyue, agreeing that Alibaba Network will transfer its company shares to Hangzhou Haoyue through an agreement transfer.

It is worth mentioning that on the evening of December 1,$YTO Express Group(600233.SH)$,$Red Star Macalline Group Corporation(601828.SH)$,$Shanghai Lily&Beauty Cosmetics(605136.SH)$A separate equity change report was also issued. The content given is similar. Alibaba Network will transfer the shares of the listed company to Hangzhou Haoyue. After the transaction is completed, Alibaba Network will no longer directly hold shares in the listed company.

This means that up to now,$BABA-SW(09988.HK)$It has withdrawn from 7 listed companies it holds.

According to the announcements of these listed companies, in order for Alibaba Network to highlight the independent development of the main business and non-main business, carry out their duties, improve operating efficiency, further achieve asset preservation, value-added and sustainable development, and build a competitive enterprise, Alibaba Network decided to implement a continuing separation and split into Alibaba Network (the surviving company) and the newly established companies Hangzhou Haoyue, Chuanbin Technology, and Chuanhang Technology, and the shareholding ratio of Alibaba Network's shareholders and shareholding ratio before the separation. This change in equity is due to Alibaba Network's ongoing separation. All shares of listed companies held by Alibaba Network were carried over by Hangzhou Haoyue, a newly established company after the split.

Among the equity changes announced this evening, Alibaba Network plans to transfer about 885 million shares of Focus Media to Hangzhou Haoyue at 662 yuan/share, accounting for about 6.13% of the company's total share capital.

Meanwhile, Qianfang Technology said that through an agreement transfer, Alibaba Network plans to transfer 222,993,866 shares of the company's unlimited tradable shares to the transferee Hangzhou Haoyue, accounting for 14.11% of the company's total share capital.

According to the American Health announcement, Alibaba Network transferred 8.02% of its company shares to Hangzhou Haoyue. The transfer price per share was $6.17, and the total transfer price was $1,937 billion.

Easyhome said that Alibaba Network plans to transfer its share agreement to hold 576,860,841 unlimited tradable shares of Easyhome (accounting for 9.18% of the total share capital) to Hangzhou Haoyue. The transfer price is 355 yuan/share, and the total share transfer price is 2,048 billion yuan. This change in equity does not involve or cause changes in the controlling shareholders or actual controllers of the Company.

According to the announcement, the equity interviewee, Hangzhou Haoyue, is a newly established company. It was founded on October 24, 2023. Taobao (China) Software Co., Ltd. holds 57.59% of the shares, Zhejiang Tmall Technology Co., Ltd. holds 35.75% of the shares, and Alibaba.com China Limited holds 6.66% of the shares. This is exactly in line with Alibaba Network's shareholder and shareholding ratio.

Therefore, according to some industry insiders, Alibaba Network no longer holds shares, but this does not mean Alibaba's complete withdrawal; Hangzhou Haoyue, which succeeded the shares, is still an Alibaba company.

In addition to these three companies, Alibaba Network currently has about 9 listed companies with a shareholding ratio of more than 5% in A and H shares, including$UTour Group(002707.SZ)$(Alibaba Network holds 10.20%),$ASR Microelectronics(688220.SH)$(Alibaba Network holds 15.43% of the shares),$LIANHUA(00980.HK)$(Alibaba Network holds 18% of the shares),$HONGJIU FRUIT(06689.HK)$(Alibaba Network holds 7.67%),$HUITONGDA NET(09878.HK)$(Alibaba Network holds 17.26% of the shares). As of press release, the remaining listed companies have not issued similar equity change announcements.

In addition, according to media analysis, Taobao Holdings also holds more than 5% of shares in 10 A or H listed companies, including$BILIBILI-W(09626.HK)$,$CLOUD MUSIC(09899.HK)$,$XPENG-W(09868.HK)$,$SF INTRA-CITY(09699.HK)$,$BABYTREE GROUP(01761.HK)$etc. It is currently unclear whether Taobao Holdings will make a similar share transfer arrangement.

Since this year, Alibaba Group has continued to make big moves.

On March 28, Alibaba initiated one of the largest organizational changes since its establishment in 24 years. Alibaba Group split into several “1+6+N” independent companies.

On September 10, Wu Yongming became CEO of Alibaba Group, and also served as Chairman of Taotian Group and Chairman and CEO of Alibaba Cloud Intelligence Group.

In mid-November, during Alibaba's three-quarter earnings analyst conference call, Wu Yongming participated for the first time as the newly appointed CEO and announced a series of changes: suspending Hema Xiansheng's IPO and not promoting the complete spin-off of Cloud Intelligence Group. At the same time, the first batch of strategic innovative businesses of Ali — 1688, Xianyu, DingTalk, and Quark — has surfaced.

At the earnings conference, Ali executives also mentioned that the group plans to increase ROIC (return on capital) to a double-digit level within the next few years.

In order to achieve this goal, we will increase investment in core business, invest in innovation, and invest in growth, thereby increasing the profitability and income of core business in the future, thereby increasing the return on capital. However, for non-core businesses, it is necessary to turn this part of the investment into profit as soon as possible.

“For some investments, we still have an opportunity to monetize them. Through monetization, we can also return value to the Group's shareholders in the future, thus helping the Group increase its return on capital. In addition to this, we have many other investments, including investments in equity securities, stock investments, and investments from some affiliated companies. All of these investments are also a resource that we can use to improve our return on capital.” Alibaba Group CFO Xu Hong said.

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