阿里(09988.HK):内地部分地区封城物流或有挑战 暂未见有重大影响将密切留意
阿里巴巴(09988.HK)主席张勇在分析员会议上指,内地部分地区爆发疫情,地方政府封锁部分地区并鼓励新年不返乡,集团正密切留意相关进展,未见对业务方面有重大影响。他透过某些地区受封城影响,物流上或有挑战,不过由於政府鼓励新年不返乡,故「最後一公里」运力估计仍有保障。
首席财务官武卫则指疫情对全球经济都造成影响,而中国经济快速复苏,支持了公司业绩增长,未来会继续投资於用户增长、参与度等,2021财年集团加大了新业务投资,2022财年将加大再投资於种子业务(Seed business)及策略性增长业务。
她指出上季集团资本开支58亿元人民币(下同),当中49亿元为经营性资本开支,相关比例与国际同类公司相比不算高,未来计划对技术研发等的投入仍会加强,料资本开支投入无论是绝对值或收入占比均会增加。(el/da) ~
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