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内地收紧线上支付 报道指蚂蚁估值或收缩至不足7,000亿人币
阿思达克 01-21 17:12
《彭博通讯社》指,内地进一步收紧线上支付市场,据该行估算蚂蚁集团的估值进一步缩水,分析指出在现时的建议下,蚂蚁旗下的支付宝服务估值或会减半,蚂蚁的估值或低於7,000亿元人民币(下同),相当於1,080亿美元,而今个月初分析员已将蚂蚁的估值由1.44万亿元降至不足1万亿元。分析指出受人行潜在反垄断调查影响,假如蚂蚁需要将支付业务剥离,其估值或会进一步下跌,而去年11月公司拟在港IPO时,估值高达3,200亿美元。

人行於昨日(20日)公布,任何线上交易市场份额过半的非银行支付机构,或两个实体合计市场份额逾三分之二则要面对反垄断调查,如确定存在垄断或会建议采取限制措施,包括是要求分拆等,而拥有支付牌照的机构则会获一年宽限期满足新规要求。支付宝在内地有10亿用户,流动支付市场占有率达55%,分析估计如分拆就会令蚂蚁估值减少6,000亿元。

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