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阿里(09988.HK):冀2021财年阿里云可转盈 菜鸟经营现金流将转正
阿思达克 09-30 09:54
阿里巴巴(09988.HK)首席财务官武卫指出,集团收入及盈利增长方面亦跑赢其他互联网同业,而其平台对内地零售销售贡献亦庞大,用户平均消费达9,000元人民币(下同),当中高消费用户(消费逾7,000元)达1.9亿户,而消费少於7,000元的客户亦达5.5亿户。

她指出公司表现除了视乎商品交易额(GMV)外,公司亦有其他收入来源,公司旗下的阿里巴巴商业操作系统(ABOS)提供多种为商户提升效率的业务,包括是营销、品牌建立、新品推出、库存管理等,而蚂蚁则可为商户提供金融服务,菜鸟则可提供物流服务等。她指出过往投资者关注公司的变现比率(Take Rate),而截至6月底相关比率升至4.5%,而2014年同期仅在2.5%的水平,强调变现比率提升并非因为公司收费增,而是平台为商户提供了更多不同的服务。

她续指,现时公司核心业务有健康增长,而在发展中业务的亏损亦逐步收窄,目标阿里云将在2021财年内转盈,而菜鸟2021财年经营现金流将转正。另外她在会上亦有分享这些业务的表现,以菜鸟为例其收入增长达到51%,而包裹量则增逾110%,饿了麽方面其年度活跃用户达2.9亿户,而活跃商户则达250万户。阿里云方面,其收入增长达六成,而付费用户亦逾300万户。

武卫指出,公司近年亦有不少的策略投资,包括是投资在高鑫零售(06808.HK)及小鹏汽车等,均为集团带来了协同效应,而现时集团的策略投资估值达450亿美元,认为投资者很多时候未有计及公司各业务的增长等,估计这些将是集团强劲的增长引擎。(el/w) ~

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