市值超過2000億!中通快遞迴港上市,開盤漲近12%
9月29日,中通快遞-SW正式在港交所掛牌發行,成功二次上市。
中通快遞-SW的發行價為每股218港元,今早開盤大漲近12%至244港元,後小幅回落。截至發稿,漲幅8.99%,報237.6港元,總市值2016.16億港元。

根據中通快遞昨日發佈的公告,在香港的公開發售共認購超過1500萬股股份沒相當於香港公開發售項下初步可供認購總數的6.7倍;國際發售項下初步提呈發售的發售股份獲適度超額認購,相當於國際發售項下初步可供認購發售股份總數的約5.65倍。
其中,阿里巴巴持股8.7%,本次行使優先購買權,以不超過9.77億港元的價格,通過阿里巴巴、阿里巴巴全資子公司Alibaba ZT Investment和Cainiao Smart Logistics Investment,共獲配超過365萬股,相當於此次發售量的8.1%。
中通快遞香港二次上市所募集資金,將有一半用於基礎建設和擴容,包括購買土地使用權、建立分貨港、建立現代物流設備、購買車輛以及提升自動化和電子化水平;約25%用於加強物流網絡合作夥伴和增強物流網絡穩定性,其中包括對合作夥伴提供融資以支持投資,加強“最後一公里”的服務;約15%將用於投資物流生態系統;剩餘資金用作一般公司用途。
財務業績方面,中通快遞近幾年營收、淨利潤都實現了平穩增長。2018年錄得營收176.14億元,同比增長了34.8%,2019年錄得營收221.09億元,同比增長了25.6%;2018年錄得淨利潤43.83億元,同比增長了38.7%,2019年錄得淨利潤56.74億元,同比增長了29.5%。
今年2季度,中通快遞調高了2020年全年預期,業務量指標由162.0億至170.0億件,增長33.7%-40.3%;淨利潤指標由48.0億元調整至52.0億元。
年初至今,美股中通快遞累計漲幅超過38%,昨日收漲4.82%,報31.97美元。

此前的9月16日,中通快遞發佈了今年將重點發展的兩大業務板塊:星聯與冷鏈。
“星聯航空”是面向高端時效產品推出的同城即配、全國航空即日件(8h)、當日達(12h)、次日達(24h)、隔日達(48h)和全球72h穩定、高效的門到門特快專遞服務。
目前,星聯航空並不擁有自己的貨運機,而是採用與航空公司合作的模式,輕資產運營。但是由於沒有對飛機的管理權,在時效性方面還是存在一定程度的不穩定性。
而中通冷鏈目前在全國擁有1000多台冷鏈車輛,藉助1300條星聯航線與81個自營快遞分撥中心共同支撐起的冷鏈核心產銷地幹線運輸網絡,可覆蓋近300個城市。
在今年2季度的業績發佈中,中通快遞重申,鑑於目前市場競爭環境,公司將獲取市場份額作為戰略重中之重。因此二次上市將為中通打開市場、穩固現有業務基礎、為星聯與冷鏈服務獲取更多的市場份額提供有力的資金支持。
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