蚂蚁集团(06688)

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小摩:阿里巴巴-W及蚂蚁集团向文华东方购港岛壹号中心 有助稳定香港写字楼资本化率
Zhi Tong Cai Jing· 2025-10-20 08:33
小摩相信,这笔大型交易有助于稳定香港写字楼的资本化率,并在一定程度上降低商业地产风险。不 过,小摩表示,这宗交易将影响九龙仓置业(01997),因为阿里位于时代广场的租约,将在2028年到 期,届时该公司很大可能将会搬出。 小摩又相信,更多来自内地的领先企业或有兴趣购买香港的写字楼物业,作为他们的区域或非内地总 部。该行认为,香港的办公资本化率得以稳定,将利好香港置地和太古地产(01972)这两个主要经营写 字楼租赁的发展商。 摩根大通发布研报称,香港最近录得过去数年来最大宗写字楼销售,文华东方酒店刚以72亿元出售港岛 壹号中心最高13层楼面予阿里巴巴-W(09988)及蚂蚁集团。该行假设物业的每月租金为每平方英尺65港 元,估算其资本化率为3.3%,这与湾仔或铜锣湾一带的平均资本化率相近。 ...
小摩:阿里巴巴-W(09988)及蚂蚁集团向文华东方购港岛壹号中心 有助稳定香港写字楼资本化率
智通财经网· 2025-10-20 08:17
智通财经APP获悉,摩根大通发布研报称,香港最近录得过去数年来最大宗写字楼销售,文华东方酒店 刚以72亿元出售港岛壹号中心最高13层楼面予阿里巴巴-W(09988)及蚂蚁集团。该行假设物业的每月租 金为每平方英尺65港元,估算其资本化率为3.3%,这与湾仔或铜锣湾一带的平均资本化率相近。 小摩相信,这笔大型交易有助于稳定香港写字楼的资本化率,并在一定程度上降低商业地产风险。不 过,小摩表示,这宗交易将影响九龙仓置业(01997),因为阿里位于时代广场的租约,将在2028年到 期,届时该公司很大可能将会搬出。 小摩又相信,更多来自内地的领先企业或有兴趣购买香港的写字楼物业,作为他们的区域或非内地总 部。该行认为,香港的办公资本化率得以稳定,将利好香港置地和太古地产(01972)这两个主要经营写 字楼租赁的发展商。 ...
蚂蚁集团加码自营药房 悄然拿下虎鲸大药房
Xi Niu Cai Jing· 2025-10-20 06:39
经查看,虎鲸大药房小程序内的药品包括感冒咳嗽、肠胃用药、五官用药、儿童用药等常规用药种类,也提供原研药的购买,商品购买后会线上发货到家。 值得关注的是,今年以来,蚂蚁在健康板块上有不少布局。例如,推出过AI健康助手App"AQ",主打智能健康管理与咨询、上线AI问诊产品"安诊儿",多 集中在"健康咨询""问诊"环节,始终缺少"药品购买"这一关键闭环,用户问诊后若需用药,仍需跳转至其他平台购药,体验存在断层。 蚂蚁集团尚未公开回应此次收购及后续战略规划。但业内普遍认为,随着虎鲸大药房的融入,蚂蚁健康版图已形成从健康管理到药品交付的完整生态,线上 医药零售市场的竞争格局或将迎来新的重构。 据Tech星球报道,蚂蚁集团今年8月已经完成对湖北虎鲸大药房有限公司的收购。目前,虎鲸大药房已在支付宝App上线同名买药商城小程序。 ...
蚂蚁集团出手,领投L4无人驾驶企业数亿美元融资;新锐AIGC视频生成大模型创企获复星等投资 | 每周十大股权投资
Sou Hu Cai Jing· 2025-10-20 06:30
Financing Transactions - Boson Quantum completed a Series A+ financing round, raising hundreds of millions of RMB, with investments from Qif Capital and GF Xinde, focusing on the development and industrialization of domestic optical quantum computers [1] - Tongchuang Purun, a leading manufacturer of high-purity metal materials, secured 1 billion RMB in Pre-IPO financing, with investors including SAIC Group's Shangqi Capital, addressing critical material needs in the semiconductor and display panel industries [1] - Aishi Technology, an AIGC video platform, raised 100 million RMB in Series B+ financing, backed by Fosun Ruijing Capital and Shunxi Fund, focusing on AI video generation technology [2] - Zero Gravity Aircraft Industry, specializing in eVTOL aircraft, completed a Series A+ financing round of 300 million RMB, with investments from Fangguang Capital and Sichuan Industrial Revitalization Fund, aligning with the national "low-altitude economy" strategy [2] - Jiushi Intelligent, a global L4 autonomous driving company, raised hundreds of millions of USD in Series C financing led by Ant Group, focusing on B2B urban freight solutions [3] - Tupu Medical, a leader in high-end ophthalmic medical equipment, completed a strategic financing round with investors including Beijing Guoguan, aiming to break the monopoly of imported brands in the high-end ophthalmic equipment market [3] - Wolant Aviation, engaged in eVTOL development, completed hundreds of millions of RMB in Series B financing, attracting top-tier investment institutions [4] - Revolut, a leading fintech platform, secured a strategic financing round of up to 3 billion USD (approximately 19.5 billion RMB), enhancing its position as Europe's most valuable fintech unicorn [4] - Lila Sciences, an innovative tech company, completed 115 million USD in Series A financing, with investments from General Catalyst and Nvidia, highlighting the potential of AI for science [5] - Trogenix, a UK-based biotech company focused on innovative cancer gene therapies, raised 95 million USD in Series A financing, receiving investments from Eli Lilly and several specialized medical venture funds [5]
从1000万到35亿!蚂蚁集团旗下公司为何如此增资?
Sou Hu Cai Jing· 2025-10-20 03:53
Group 1 - The core point of the article is the significant increase in registered capital of Ant Future (Hainan) Information Technology Co., Ltd. from 10 million RMB to 3.5 billion RMB, representing a growth of 34,900% [1][2] - The company was established in March 2018 and is wholly owned by Ant Group's Hangzhou Ant Future Technology Co., Ltd. [1][2] - The business scope of the company includes information technology consulting services, software development and design, and financial technology outsourcing for financial institutions [1][2] Group 2 - The capital change was officially recorded on October 17, 2025, indicating a formal update in the company's registration details [2] - Prior to the change, the registered capital was 10 million RMB, and after the change, it is now 3.5 billion RMB [2] - The ownership structure remains unchanged, with Hangzhou Ant Future Technology Co., Ltd. maintaining a 100% stake in the company [2]
阿里巴巴、蚂蚁集团斥资66亿元在港买楼,平均价格约为23.55万元/平方米
Mei Ri Jing Ji Xin Wen· 2025-10-18 04:15
Core Insights - Alibaba and Ant Group have jointly invested $925 million (approximately 6.6 billion RMB) to acquire the top 13 floors of the One Island East building in Hong Kong, marking a shift from traditional rental office space to owning property [1][3][4] - This acquisition is intended to establish their Hong Kong headquarters and expand their international business [3][4] - The transaction is noted as the largest commercial property deal in Hong Kong for the year, surpassing a previous record set in March [5] Company Strategy - The move signifies a strategic shift for Alibaba and Ant Group, moving away from renting office space in Times Square, Causeway Bay, to owning their headquarters [7] - The acquisition is seen as a response to the recovering commercial property market in Hong Kong, with significant transactions occurring recently [7][8] Financial Details - The total acquisition price is $925 million, with a total building area of approximately 301,600 square feet, resulting in an average price of about 235,500 RMB per square meter [4][5] - After deducting sales costs, the remaining proceeds from the sale for the seller, Mandarin Oriental International, are expected to be around $758 million [4] Market Context - The commercial property market in Hong Kong has shown signs of recovery, with multiple high-value transactions reported in August, indicating increased investor interest [7] - The trend includes significant price adjustments in the market, making it attractive for long-term investors [7]
创香港年内商厦交易金额纪录!阿里巴巴与蚂蚁集团66亿元买楼
Mei Ri Jing Ji Xin Wen· 2025-10-17 16:16
Core Viewpoint - Alibaba and Ant Group have jointly invested $925 million (approximately 6.6 billion RMB) to purchase the top 13 floors of the One Island East office building in Hong Kong, marking a shift from leasing to owning property for their headquarters [1][2]. Group 1: Investment Details - The total acquisition price for the One Island East property is $925 million, with a total building area of approximately 301,600 square feet, resulting in an average price of about 235,500 RMB per square meter [2]. - This transaction sets a new record for the largest commercial property sale in Hong Kong this year, surpassing the previous record of 6.3 billion HKD for the purchase of the top 9 floors of the Central Plaza [2]. - The deal is expected to be completed by December 31, 2025, pending the fulfillment of certain conditions [1]. Group 2: Market Context - The acquisition coincides with a significant recovery in Hong Kong's commercial property market, with multiple transactions exceeding 100 million HKD reported in August [3]. - The market has seen a notable decline in ground floor shop prices, with reductions ranging from 20% to 50%, attracting investors to enter the market [3]. - Institutional investors and long-term funds are actively positioning themselves in the market, indicating a strong interest in commercial properties following substantial price adjustments [3]. Group 3: Company Financials - For the first quarter of the new fiscal year ending June 30, 2025, Alibaba reported a slight revenue increase of 2% to 247.65 billion RMB, while net profit surged by 76% to 42.38 billion RMB [2]. - As of June 30, 2025, Alibaba's cash and other liquid investments amounted to 585.66 billion RMB, indicating a strong cash flow position [2].
66亿元买楼!阿里巴巴与蚂蚁集团联合投资设立香港总部
Bei Jing Shang Bao· 2025-10-17 13:55
北京商报讯(记者刘四红)10月17日,阿里巴巴集团和蚂蚁集团宣布,共同投资9.25亿美元(约66亿元人民 币),购置铜锣湾港岛一号中心共13层商业写字楼,设立两家公司的香港总部。 阿里与蚂蚁共同表示,将以设立香港总部为契机,立足香港,进一步拓展国际业务,面向全球发展。此 举传递出明确信号:对香港作为国际商业枢纽及全球金融中心的地位充满信心,看好香港在全球科技创 新浪潮中日益重要的新角色。 阿里巴巴集团主席蔡崇信表示:"自1999年成立以来,阿里巴巴一直深耕香港市场。作为一家全球科技 企业,香港为我们提供大量专业人才、稳健的资本市场、创新的文化氛围,以及与全球紧密相连的优 势。此次收购香港地标物业,充分体现我们对香港经济和营商环境的信心,并将以香港为理想的大本 营,持续拓展国际业务。" 蚂蚁集团董事长井贤栋表示:"蚂蚁集团正积极参与香港创新枢纽的建设,深度融入大湾区发展。香港 浓厚的创业氛围,以及其连接中国与全球市场的桥梁作用,让我们对加码香港充满信心。展望未来,我 们将持续加大在香港的投入,吸引全球顶尖人才,壮大本地团队。我们希望这些举措,不仅有力支撑蚂 蚁集团的全球化战略,更能为香港建设国际创新科技中心贡献 ...
阿里巴巴“联合”蚂蚁集团,出手了!
Zhong Guo Ji Jin Bao· 2025-10-17 13:40
Core Insights - Alibaba and Ant Group announced a joint investment of $925 million (approximately 6.6 billion RMB) to acquire a 13-story commercial building in Causeway Bay, Hong Kong, to establish their headquarters [1][2]. Group 1: Strategic Intent - The establishment of the Hong Kong headquarters is aimed at expanding international business and signals confidence in Hong Kong's role as a global financial center and innovation hub [2]. - Alibaba's Chairman, Daniel Zhang, emphasized the importance of Hong Kong for talent, capital markets, and cultural innovation, reflecting the company's commitment to the region [2]. - Ant Group's Chairman, Eric Jing, highlighted the company's active participation in Hong Kong's innovation ecosystem and its plans to attract global talent [2][4]. Group 2: Historical Context - Alibaba has been operating in Hong Kong since its inception in 1999, with significant milestones including the launch of Taobao and Alibaba Cloud in 2005 and 2014, respectively [3]. - In 2019, Alibaba completed a secondary listing on the Hong Kong Stock Exchange and plans to transition to a primary listing in 2024, becoming the first Chinese tech company to be dual-listed in New York and Hong Kong [3]. - Ant Group has also established a strong presence in Hong Kong, launching AlipayHK in 2017, which now serves over 4.5 million active users [4]. Group 3: Future Plans - Alibaba Cloud has initiated the "Hong Kong Tech Future" plan to enhance cloud infrastructure and AI support for local businesses [3]. - Ant Group is exploring the implementation of cutting-edge technologies like AI and blockchain in collaboration with local partners, indicating a commitment to further investment in Hong Kong [4][5].
斥资约66亿元 阿里巴巴与蚂蚁集团联合投资设立香港总部
Bei Ke Cai Jing· 2025-10-17 12:53
Core Insights - Alibaba Group and Ant Group announced a joint investment of $925 million (approximately 6.6 billion RMB) to acquire a 13-story commercial office building at One Island East in Hong Kong, establishing their headquarters in the city [1] Group 1: Investment and Expansion - The establishment of the Hong Kong headquarters is seen as an opportunity to further expand international business and develop globally [2] - Both Alibaba and Ant Group have considered Hong Kong a key market for business expansion for many years, with Alibaba starting operations in Hong Kong since its founding in 1999 [3] Group 2: Historical Context and Developments - Alibaba completed its secondary listing on the Hong Kong Stock Exchange in 2019 and is set to transition to a primary listing in 2024, becoming the first Chinese tech company to be dual-listed in New York and Hong Kong [4] - Ant Group has also been active in Hong Kong for years, launching the AlipayHK electronic wallet in 2017, which now serves over 4.5 million active users [4]