异动解读 | 中通快递盘中大涨5.07%,传阿里巴巴考虑减持股份

异动解读
May 28, 2025

今日盘中,中通快递(ZTO)股价大涨5.07%,引发市场关注。消息面上,有报道称阿里巴巴正在考虑减持其在中通快递的少数股权,这一消息可能是推动股价上涨的主要因素。

根据彭博社引述知情人士的报道,阿里巴巴正在接触投资银行,考虑减持其在中通快递的少数股权。报道称,阿里巴巴已与投资银行就出售中通快递股票进行洽谈,但相关考虑仍在进行中,阿里巴巴仍可能决定不出售。

值得注意的是,2018年阿里巴巴曾牵头一批投资者以13.8亿美元购买了中通快递10%的股份,以增强其全球配送服务。当时阿里巴巴表示,其牵头的财团包括旗下物流公司菜鸟网络。市场分析认为,如果阿里巴巴最终决定减持,可能会为中通快递带来新的战略投资者,这可能是推动股价上涨的原因之一。目前,中通快递在纽约证券交易所和香港联交所均有上市,市值分别约为134.04亿美元和1,081.21亿港元。

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