蚂蚁集团出手减持众安在线

Core Viewpoint - Ant Group has reduced its stake in ZhongAn Online by approximately 33.75 million shares, cashing out about 654 million HKD, marking the second round of share reduction in 12 years [1][2]. Group 1: Shareholding Changes - After the recent reduction, Ant Group's holdings in ZhongAn Online decreased to approximately 108 million shares, representing 7.37% of the total share capital, making it the fourth largest shareholder [2][10]. - Prior to this reduction, Ant Group held 10.37% of ZhongAn Online's shares, ranking as the largest shareholder [9]. - The total cash raised from both rounds of share reductions by Ant Group exceeds 2 billion HKD [3][6]. Group 2: Financial Performance and Market Impact - ZhongAn Online's stock price has seen significant increases, with a rise of over 60% in one month, largely due to the passing of the Stablecoin Bill by the Hong Kong Legislative Council [16]. - As of June 24, ZhongAn Online's H-shares closed at 20.25 HKD, reflecting the positive market sentiment [16]. - ZhongAn Bank, in which ZhongAn Online holds a 43.43% stake, is positioned to benefit from the new stablecoin regulations, enhancing its role in the digital asset space [17][20]. Group 3: Strategic Adjustments by Ant Group - Ant Group has been actively reducing its stakes in long-held investments to optimize capital allocation, focusing on emerging technologies and global opportunities [7]. - The company has maintained a high level of R&D investment, exceeding 10% of its revenue annually, and is expanding into AI, healthcare, and global markets [7].