阿里再度减持三江购物。11月6日，三江购物俱乐部股份有限公司（以下简称"三江购物"）发布公告 称，公司第二大股东杭州阿里巴巴泽泰信息技术有限公司（以下简称"阿里泽泰"）因自身商业安排需 要，拟通过集中竞价及大宗交易方式减持其持有的公司股份不超过1643.04万股，即不超过公司总股本 的3%。 到了今年8月5日，三江购物发布公告，与公司关联方阿里巴巴所属的盒马（中国）有限公司签署的《盒 马鲜生业务合作协议》，将于2026年3月31日到期，合作协议到期后不再续签。随后，三江购物又发布 公告，2025年8月6日至8月11日期间，阿里泽泰减持公司股份1095万股，合计占公司总股本的2%。 今年10月30日，三江购物披露第三季度报告。报告显示，公司第三季度营收近10亿元，同比下降 0.81%；归属于上市公司股东的净利润2312.08万元，同比下降46.64%。公司前三季度营收29.88亿元， | | | | 股东名称 | 杭州阿里巴巴泽泰信息技术有限公司 | | --- | --- | | 计划减持数量 | 不超过:16,430,352 股 | | 计划减持比例 | 不超过:3% | | 减持方式及对应减持数量 | 集 ...

Core Viewpoint - Alibaba's subsidiary, Hangzhou Alibaba Zetai Information Technology Co., Ltd., plans to reduce its stake in Sanjiang Shopping by up to 16.43 million shares, representing no more than 3% of the total share capital, due to its own business arrangements [1] Group 1: Shareholding Changes - As of the announcement date, Alibaba Zetai holds 32% of Sanjiang Shopping, totaling approximately 175 million shares, making it the second-largest shareholder [1] - After the reduction, Alibaba Zetai will remain the second-largest shareholder, while Shanghai He'an Investment Management Co., Ltd. is the largest shareholder with a 35.42% stake [1] - This marks the first reduction in Alibaba Zetai's holdings since its investment in Sanjiang Shopping in 2016, when it acquired a 32% stake for a total of 2.15 billion yuan, with a holding cost of approximately 11.19 yuan per share [1] Group 2: Market Performance - Following the announcement of Alibaba Zetai's investment in November 2016, Sanjiang Shopping's stock price surged to a historical high of 54.96 yuan, but has since declined significantly, closing at 11.81 yuan on April 22, 2024, with a total market capitalization of 6.468 billion yuan [1] Group 3: Industry Context - In recent years, Alibaba has been gradually exiting traditional retail businesses to focus on core areas such as cloud computing and international e-commerce [2] - Sanjiang Shopping is a major commercial enterprise in Zhejiang Province and a top chain operator in China, primarily operating community fresh supermarkets and other retail formats [2] - The company's revenue has fluctuated significantly from 2020 to the first three quarters of 2024, with revenues of 4.3 billion yuan, 3.925 billion yuan, 4.091 billion yuan, 3.896 billion yuan, and 2.971 billion yuan, and net profits of 122 million yuan, 88.29 million yuan, 156 million yuan, 138 million yuan, and 121 million yuan respectively [2]