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《新股消息》順豐同城實業(09699.HK)冀分拆上市可提升知名度
順豐控股(002352.SZ)分拆順豐同城實業(09699.HK)來港上市,董事會主席陳飛表示,順豐同城是母公司順豐控股增長最快的業務之一,期望分拆獨立上市後可提升知名度,透過資本化營運可建立良好獨立融資平臺。 談及主營業務,首席執行官孫海金指出,即時配送業務主要根據個別消費者需求獨立履約,服務全天候覆蓋日常生活場景,與有既定派送路徑的快遞物流服務不同。他解釋,公司的本地消費市場主要針對客戶即時需求,訂單時間敏感度要求較高,與電商物流業務分別在於消費者會願意額外支付運費,因此認爲兩者沒有相互牴觸。 是次引入阿裏(09988.HK)旗下淘寶中國控股及哈羅出行(Hello Inc)爲基石投資者,孫海金錶示,看好雙方在新零售的價值協同。 今年首五個月來自順豐控股收入佔比達38.6%,比例按年增長10個百分點,他認爲,即時配送業務具彈性,可補充母公司物流服務的不足,提供成本相對可控的運力。陳飛補充,上市後順豐控股將持股約55%,強調順豐同城仍繼續爲順豐控股的重要業務,又指公司主要收入來自於獨立第三方,不認爲對母公司過分依賴。
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