處罰落地後，螞蟻集團宣佈回購，估值較2018年已降四成！
繼金融管理部門對螞蟻集團及旗下機構的處罰落地後，螞蟻集團今早宣佈啟動股份回購，總回購比例不超過總股本的7.6%。相關事項已獲得螞蟻集團董事會批准，並提交股東大會審議。
根據公吿，螞蟻集團本次回購的價格對應公司估值約為5671億元，較2018年估值C輪融資估值（約9600億元）下降約40%。
分析人士認為，此次回購估值較C輪融資時估值雖然有一定調整，但在當前市場大環境下，總體符合市場預期。
螞蟻方面表示，此次回購的股份將轉入員工股權激勵池，同時基於對公司長期發展的承諾和信心，杭州君瀚和杭州君澳的自然人股東已自願放棄參與回購。
對於此次回購的股份將轉入員工股權激勵池，螞蟻方面表示，該舉將有助於更好地吸引優秀人才，提升公司用科技服務金融、服務實體經濟的能力。近兩年來，螞蟻集團持續加大科研投入，2022年研發投入達到204億元。
另一方面，回購考慮的是滿足股東流動性需求。據公開信息，截至2022年底，螞蟻集團已實施兩次分紅。本次發起回購，所有股東均可在回購比例內自願選擇是否參與。
對此，中國社科院金融所金融科技研究室主任尹振濤表示，股權激勵是激勵人才，尤其是吸引新員工的關鍵措施，補充期權池反映螞蟻要繼續強化人才吸引力，是未來要大幹一場的標誌。此次螞蟻雖然下調了估值，但新的估值水平5671億總體上是符合市場預期的。事實上，中概股近年來出現調整，螞蟻估值的變動也是隨行就市的務實之舉。總之，無論是整改完成還是啟動回購，對螞蟻的長期發展都是重大的利好。
浙江大學國際聯合商學院數字經濟與金融創新研究中心聯席主任、研究員盤和林表示：“今天，螞蟻宣佈回購部分股份，以補充員工股權池，並滿足股東的流動性需求。 這次回購除了估值以外，還有一個細節值得注意，就是君澳、君瀚的自然人股東不參與。君澳、君瀚的自然人股東，其實就是螞蟻的創始團隊和核心高管，他們不參與回購，不減持，這首先反映了他們對螞蟻的長期信心。”
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