郭家耀: 外圍波動港股難免疫 阿里增持圓通A拓電商生態
正榮金融業務部副總裁郭家耀稱,美股上周五(4日)先升後跌,美國上月份非農業職位數據優於預期,大市早段向上,在科技股領跌下,指數中段反覆下挫,納指更一度大跌5%,其後聯儲局主席鮑威爾表示維持低息環境直至經濟復甦,令大市跌幅收窄,三大指數仍錄得跌幅收市。美元走勢靠穩,美國十年期債息回升至0.72厘水平,金價受避險需求帶動向好,油價則顯著受壓。港股預託證券個別發展,預料大市早段跟隨外圍低開。
內地股市下跌,滬綜指收市下跌0.8%,滬深兩市成交額繼續減少。
港股跟隨外圍向下,科技股表現受壓,指數下試24,500點支持,尾市跌幅稍為收窄。外圍走勢持續波動,港股難免受影響,預料指數將維持於24,000點至25,000點水平上落。
另圓通速遞(600233.SH)日前公布公司控股股東以每股17.406元人民幣向阿里巴巴(09988.HK)出售3.79億股,佔公司已發行股本12%,涉資約66億元人民幣。完成交易後,阿里巴巴及其一致行動人持股將增至22.5%,仍為公司第二大股東。喻渭蛟夫婦持股41.65%,仍為公司實際控制人。
雙方共同推進快遞物流、航空貨運、國際網絡及供應鏈、數字化技術等的協同合作和優勢互補,增強雙方全球化綜合服務能力。阿里的物流版圖中,「通達系」即圓通、中通(ZTO.US)、申通(002468.SZ)及韻達(002120.SZ)一直佔據著重要位置。
近年阿里曾數次入股「通達系」,並先後與圓通、中通、申通、韻達在資本方面合作,加強對社會化物流體系的掌控,並構建更加完善的電商生態。
內地電商競爭更趨白熱化,目前京東(09618.HK)和順豐(002352.SZ)憑藉自營模式下更優的服務時效和品質,在物流領域站穩陣腳,而拼多多也與印尼快遞極兔傳出合作,憑藉性價比殺出一條路。疫情期間,充分顯示出物流支撐能力在未來新經濟領域市場廝殺競爭中的重要作用,用資本與各大物流公司加深捆綁,成了阿里的重要戰略。面對對手步步緊逼,阿里將不斷加碼對物流的投入。
(筆者為證監會持牌人,沒持有上述股份)~
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