阿里增資易居 天貓好房戰略合作再升級
4月28日，易居（中國）企業控股有限公司（02048.HK）（“易居”）發佈公吿，阿里巴巴和周忻增持易居股票，雲鋒基金入股易居。易居宣佈收購阿里巴巴集團（NYSE:BABA，09988.HK）（“阿里”）所持有的天貓好房公司85%股份，交易完成後，阿里成為易居第二大股東。易居將主導天貓好房的發展，阿里則全力支持易居打造房地產數字化營銷和交易平台。
公吿顯示，阿里出資9.9億港元，以每股7.50港元的價格認購1.32億易居新股。周忻出資10億港元，以每股7.50港元的價格認購1.33億易居新股。雲鋒基金出資5億港元，以每股7.50港元的價格認購6667萬易居新股。同時，易居通過向阿里按每股7.50港元的價格增發2.48億新股，完成對天貓好房公司的收購，摺合收購對價18.6億港元。交易完成後，周忻以佔股22.84%繼續保持易居第一大股東，阿里為易居第二大股東。
在此次戰略合作升級前，雙方的合作由來已久。2020年7月31日，易居和阿里巴巴達成戰略合作，9月16日，阿里與易居聯合推出天貓好房。自天貓好房成立以來，雙方深度合作，推出“好房雙11”等活動，贏得了市場肯定。
去年雙11期間，超過300家房企通過開設旗艦店或者單盤亮相的方式登陸天貓好房，基本囊括了中國房地產開發企業500強企業中的主流房企，進行讓利的熱門樓盤超過3000個，累計提供了80萬套的優質住宅房源。據2020年雙11後天貓公佈的數據，每個接觸到天貓好房雙11活動相關信息的意向購房者，平均每刷8.1次就會拿下房子。以積極與天貓好房合作的中南置地為例，雙11期間累計在線成交券數達11586單，累計成交額達117億。
基於良好的合作歷史，此次雙方將升級戰略合作，由易居團隊主導天貓好房平台的建設和運營，阿里為天貓好房提供品牌、技術、產品和運營等方面的深度支持。市場分析認為，此次戰略合作升級，雙方在資本層面有了更密切的關係，兩者的分工也更明確，將有助於天貓好房更專業地深耕行業，並在數字化轉型方面獲得更大突破。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
