阿里(09988.HK):內地部分地區封城物流或有挑戰 暫未見有重大影響將密切留意
阿里巴巴(09988.HK)主席張勇在分析員會議上指,內地部分地區爆發疫情,地方政府封鎖部分地區並鼓勵新年不返鄉,集團正密切留意相關進展,未見對業務方面有重大影響。他透過某些地區受封城影響,物流上或有挑戰,不過由於政府鼓勵新年不返鄉,故「最後一公里」運力估計仍有保障。
首席財務官武衛則指疫情對全球經濟都造成影響,而中國經濟快速復甦,支持了公司業績增長,未來會繼續投資於用戶增長、參與度等,2021財年集團加大了新業務投資,2022財年將加大再投資於種子業務(Seed business)及策略性增長業務。
她指出上季集團資本開支58億元人民幣(下同),當中49億元為經營性資本開支,相關比例與國際同類公司相比不算高,未來計劃對技術研發等的投入仍會加強,料資本開支投入無論是絕對值或收入佔比均會增加。(el/da) ~
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