【中国白酒网】新任CEO上任后，帝亚吉欧的资产处置还在继续引发市场猜想。 1月13日，据报道，帝亚吉欧正在考虑对其中国资产进行处置的不同举措，包括可能出售资产，目 的是精简其全球业务组合，当中包括请投行评估其持有的水井坊股权。 对此帝亚吉欧中国方面13日对记者表示，"对此不发表评论。" 根据相关报道，帝亚吉欧已聘请高盛、瑞银协助评估其在华业务，其中包括其持有的四川水井坊股 份有限公司超过63%的股权。两家投行已开始试探性接触一些当地的战略投资者和私募股权公司，了解 初步收购意向。 不过报道也提到，相关讨论仍处于早期阶段，帝亚吉欧尚未做出最终决定，也不一定会推进任何交 易。 市场猜测水井坊被出售的已有一年，与大股东帝亚吉欧息息相关。 帝亚吉欧去年进入了资产甩卖模式，前任CEO提出了加速计划以节省成本，引发市场猜想水井坊是 否在其中。 帝亚吉欧投资水井坊二十多年并实现控股，但去年二季度以来白酒消费端调整加剧，重创 水井坊的销售。在最近几次财报中，帝亚吉欧都提到了中国白酒业务的低迷。 帝亚吉欧考虑出售水井坊？中国区："对此不发表评论" 去年6月的水井坊年度股东大会上，水井坊管理层回应记者提问时强调，中国一直是帝亚吉 ...

Core Viewpoint - Diageo is considering various measures to divest its assets in China, including the potential sale of its stake in Sichuan Shui Jing Fang, as part of a strategy to streamline its global business portfolio [2][3][4]. Group 1: Asset Disposal Strategy - Diageo has engaged Goldman Sachs and UBS to evaluate its operations in China, particularly its over 63% stake in Sichuan Shui Jing Fang, and has begun exploratory discussions with local strategic investors and private equity firms [3][4]. - The discussions regarding the potential sale of Shui Jing Fang are still in the early stages, and no final decision has been made by Diageo [4]. Group 2: Market Context and Performance - Diageo has been in an asset divestment mode since last year, with its former CEO initiating a cost-saving acceleration plan, which has led to speculation about Shui Jing Fang's future [5]. - The Chinese white liquor market has faced significant challenges, impacting Shui Jing Fang's sales, as noted in Diageo's recent financial reports [5]. Group 3: Recent Transactions and Market Reactions - Over the past year, Diageo has been active in selling assets primarily in Europe, Africa, and Latin America, with notable transactions including the sale of a majority stake in its Ghana brewery for $81 million and a $2.3 billion deal with Asahi Group for East African breweries [6]. - In December, rumors surfaced about Jian Nan Chun potentially acquiring Shui Jing Fang, leading to a rapid increase in Shui Jing Fang's stock price, although the company later denied these reports [6]. Group 4: Leadership Changes - The appointment of new CEO Dave Lewis, known for decisive and aggressive decision-making, has kept market speculation alive regarding the future of Shui Jing Fang [7]. - Lewis has not yet publicly outlined his strategic plans, with expectations for more clarity during the mid-term financial report in February [7].