內地收緊線上支付 報道指螞蟻估值或收縮至不足7,000億人幣
《彭博通訊社》指,內地進一步收緊線上支付市場,據該行估算螞蟻集團的估值進一步縮水,分析指出在現時的建議下,螞蟻旗下的支付寶服務估值或會減半,螞蟻的估值或低於7,000億元人民幣(下同),相當於1,080億美元,而今個月初分析員已將螞蟻的估值由1.44萬億元降至不足1萬億元。分析指出受人行潛在反壟斷調查影響,假如螞蟻需要將支付業務剝離,其估值或會進一步下跌,而去年11月公司擬在港IPO時,估值高達3,200億美元。
人行於昨日(20日)公布,任何線上交易市場份額過半的非銀行支付機構,或兩個實體合計市場份額逾三分之二則要面對反壟斷調查,如確定存在壟斷或會建議採取限制措施,包括是要求分拆等,而擁有支付牌照的機構則會獲一年寬限期滿足新規要求。支付寶在內地有10億用戶,流動支付市場佔有率達55%,分析估計如分拆就會令螞蟻估值減少6,000億元。
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