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热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  阿里继续退出传统实体零售业务动作,阿里泽泰拟减持三江购物股份。

  4月21日,三江购物俱乐部股份有限公司(三江购物,601116)发布关于持股5%以上股东减持股份计划公告,杭州阿里巴巴泽泰信息技术有限公司(阿里泽泰)根据自身商业安排需要,拟通过集中竞价方式及大宗交易方式减持持有的公司股份不超过1643万股,即不超过公司总股本的3%。

  根据公告,阿里泽泰持有三江购物32%股份,共计约1.75亿股,是三江购物第二大股东。其中,拟通过集中竞价交易方式减持不超过547.68万股(即不超过公司总股本的1%),大宗交易方式减持不超过约1095.36万股(即不超过公司总股本的2%)。

  上述减持方式由阿里泽泰根据实际情况执行,减持价格将按照减持实施时的市场价格及相关规定确定。若以4月21日三江购物的收盘价12.40元/股计算,阿里泽泰拟减持三江购物的股份价值约在2.04亿元。

  三江购物也在公告中做出风险提示,一是本次减持计划实施具有不确定性,阿里泽泰将根据自身情况、市场情况、公司股价情况等情形决定是否实施本次股份减持计划,存在减持时间、数量、价格的不确定性,也存在是否按期实施完成的不确定性。二是阿里泽泰不属于公司控股股东和实际控制人,本次减持计划的实施不会导致公司控制权发生变更,不会对公司持续性经营产生影响。

  据悉,三江购物是浙江省大型商贸流通企业,主要经营社区生鲜超市业务,经营业态有社区店、盒马店和邻里店,采用连锁经营方式,门店选址一般在社区附近,商品结构以社区居民日常鲜食消费品为主。2011年,三江购物在上交所挂牌上市。三江购物坚持在浙江省内布局,重点在宁波地区拓展,截至2024年6月底,三江购物有198家门店。

  2016年11月,阿里巴巴以21.5亿元入股三江购物,占股32%,随后,三江购物在阿里的助力下开始进行“新零售”改造,彼时,已是新零售标兵的“盒马鲜生”成为三江的主要赋能者。天眼查数据显示,阿里泽泰成立于2016年,由淘宝(中国)软件有限公司持股98.3051%,阿里巴巴(中国)网络技术有限公司持股1.6949%。

  值得关注的是,近年来,阿里在持续聚焦核心业务,将投资重点放在云和AI硬件基础设施方面,并持续退出一些传统的实体零售业务。

  2024年12月,阿里发布公告称,公司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。阿里巴巴就银泰出售的所得款项总额约为人民币74亿元,预计因出售银泰而录得的亏损约为人民币93亿元。2025年1月1日,阿里又发布公告,宣布子公司及NewRetail与德弘资本达成交易,以最高约131.38亿港元出售所持高鑫零售(06808.HK)全部股权,合计占高鑫零售已发行股份的78.7%。

  三江购物2024年三季报显示,截至本报告期末,公司前三季度营业总收入29.71亿元,同比上升0.12%,归母净利润1.21亿元,同比上升15.83%。按单季度数据看,第三季度营业总收入10.08亿元,同比上升3.24%,第三季度归母净利润4333.05万元,同比上升154.77%。归母净利润的增长系本报告期收到的政府补助增加以及费用减少所致。

  按照三江购物三季度报披露的股东信息来看,阿里泽泰在此次减持完成后,依然是公司的第二大股东。上海和安投资管理有限公司以持股35.42%的比例位列第一大股东。三江购物的法定代表人、创始人陈念慈持有上海和安投资管理有限公司80%的股份,是三江购物的实际控制人。陈念慈1994年曾在宁波市政府财贸办公室任副主任,后接受组织调动去一家外资大型连锁企业帮助工作。1995年,陈念慈为开设社区平价超市离开外资公司,创立了三江购物。

  截至4月21日收盘,三江购物跌0.32%,报收12.4元,总市值为67.91亿元。

  澎湃新闻记者吴雨欣

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