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阿里巴巴称自身增速将比华尔街预期高几乎50%

彭博社 2018年05月10日

马云的“大目标”是改变价值4万亿美元的零售行业,各种积极收购就是实现目标的途径之一。

阿里巴巴集团预计今年收入将大幅提高60%,超过预期,主要因为海外扩张以及云计算、超市等新业务收入继续快速上升。

电商巨头阿里巴巴预测,在截至3月的财年中业务增长将达42%,超过预期。此前公布的季度业绩同样好于外界预测。今年1-3月,阿里巴巴实现收入619亿元人民币(97亿美元),增长61%,而分析师平均预测值为590亿元人民币。纽约股市盘前交易中,阿里巴巴股价上涨逾4%。

由于支出激增,净利润下降了29%。阿里巴巴一直想调整卖家广告模式,大力投资云计算,收购并重组便利超市和购物中心而且海外积极扩张。目前阿里已全资收购订餐平台饿了么以及东南亚电商Lazada Group,在核心业务成熟的情况下继续推动收入增长。但今年1-3月营业利润率从上年同期的25%下滑至15%。

刘源领衔的瑞银集团分析师团队在阿里巴巴披露业绩前发布报告称:“收集到海量用户数据后,阿里巴巴可通过有效快捷的广告为商家提供更多价值。其中国电商核心业务依然强大。”

今年以来阿里巴巴股价累计上涨5.8%,同期纽交所综指则下跌了3.3%。

阿里巴巴董事长、亿万富翁马云的“大目标”是改变价值4万亿美元的零售行业,各种积极收购就是行动一部分。亚马逊创始人杰夫·的主要对手腾讯近几个月也投资了一系列超市和零售企业。

4月份阿里巴巴曾表示将全资收购饿了么,估值为95亿美元。现在饿了么正与腾讯支持的美团点评展开正面交锋。双方都在本地和社区服务领域扩张,并为餐厅外卖提供大量补贴。

如果菜鸟网络和饿了么等新业务不算在内,阿里巴巴预计今年收入将增长50%,仍远高于预期。今年前三个月,核心电商业务销售额上升62%,达到513亿元人民币,云业务收入为44亿元,增逾一倍。数字传媒和娱乐业务销售额为53亿元,增长34%。阿里巴巴公布调整后每股收益为5.73元,而平均预期为5.5元。(财富中文网)

译者:Charlie

审校:夏林

 

Alibaba Group Holding is forecasting a better-than-expected 60% surge in revenue this year, counting on an international expansion and new businesses from cloud computing to supermarkets to sustain a sizzling pace of top-line growth.

The e-commerce giant’s outlook for the year ending March outstripped projections for growth of 42%, and came after it reported quarterly results that also beat estimates. Revenue rose 61% to 61.9 billion yuan ($9.7 billion) in the three months ended March, compared with the 59 billion-yuan average estimate. Its shares rose more than 4% in pre-market trading in New York.

Net income fell 29% as spending ballooned. Alibaba’s been improving on advertising formats for merchants who sell on its platform, investing in cloud computing, buying and revamping grocers and shopping malls and expanding overseas. The company’s taking full control of food delivery platform Ele.me and Southeast Asian e-commerce site Lazada Group. That’s bolstering revenue growth even as its core business matures, but its operating margin consequently slid to 15% in the March quarter from 25 percent a year earlier.

“Alibaba is offering more value to merchants through effective and efficient ads that leverage all the user data it collects,” UBS Group analysts led by Jerry Liu wrote in a research note ahead of the earnings. “The core China e-commerce business remains strong.”

Shares of Alibaba have gained 5.8% this year compared with a 3.3% decline for the NYSE Composite Index.

The company’s deals are part of billionaire Chairman Jack Ma’s ambition to revamp a $4 trillion retail sector, a vision echoed by Amazon’s Jeff Bezos via the acquisition of Whole Foods Market. Arch-foe Tencent Holdings has also invested in a slew of supermarkets and retailers in recent months.

Alibaba said in April it would seek full control of Ele.me, conferring a value of $9.5 billion on a company now at the forefront of a battle with Tencent-backed Meituan Dianping. Both are expanding into local and neighborhood services and heavily subsidizing restaurant deliveries.

Alibaba is predicting revenue growth of 50% in the current year if newer businesses such as Cainiao and Ele.me were to be excluded — still handily beating estimates. In the March quarter, sales from core commerce rose 62% to 51.3 billion yuan while cloud unit revenue more than doubled to 4.4 billion yuan. The digital media and entertainment unit boosted sales 34 percent to 5.3 billion yuan. It reported adjusted earnings per share of 5.73 yuan versus the 5.5 yuan average estimate.

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