零售江湖起波澜：沃尔玛离场，达达集团63.2%股份被京东持有

时代财经09-18

全文1359字，阅读约需4分钟，帮我划重点划重点01京东已完成购买沃尔玛子公司所持达达集团8748.13万股普通股和187.5万股美国存托股份，持股比例增加至63.2%。02达达集团与沃尔玛业务层面的关系不受影响，双方仍旧是彼此重要的战略合作伙伴。03京东加码达达，与公司在即时零售领域的战略息息相关，达达集团营收约23.50亿元，较上年同期及一季度均有所下滑。04由于此，京东物流与达达签订了货运...

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href=https://new.qq.com/rain/a/20240918A05FW500><strong>时代财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全文1359字，阅读约需4分钟，帮我划重点划重点01京东已完成购买沃尔玛子公司所持达达集团8748.13万股普通股和187.5万股美国存托股份，持股比例增加至63.2%。02达达集团与沃尔玛业务层面的关系不受影响，双方仍旧是彼此重要的战略合作伙伴。03京东加码达达，与公司在即时零售领域的战略息息相关，达达集团营收约23.50亿元，较上年同期及一季度均有所下滑。04由于此，京东物流与达达签订了货运...</p>\n\n<a href=\"https://new.qq.com/rain/a/20240918A05FW500\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0417516738.SGD","symbol_name":"Allianz Hong Kong Equity AT Acc SGD","start_time":0,"source_url":"https://new.qq.com/rain/a/20240918A05FW500","article_id":"2468582372","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent_tech","url":"https://new.qq.com/rain/a/20240918A05FW500","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.title{#titleStyle#}a{#lv2TextColor#}.author, .pubtime{#sourceStyle#; display: inline-block;} .pubtime{margin-left: 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作者：王夏9月17日，达达集团公告披露，京东已完成购买沃尔玛子公司所持达达集团8748.13万股普通股和187.5万股美国存托股份。至此，京东已收购了沃尔玛所持有的达达全部股份，持股比例增加至63.2%。 据京东内部人士透露，此举显示出京东对达达的长期稳健发展始终具有充足的信心，也反映出对达达未来前景的看好和认可、对达达在京东生态内所处地位的重视、以及对进一步深化双方战略伙伴关系的期待。 达达内部人士表示，本次交易只是股权投资层面的变动，达达与沃尔玛业务层面的关系不受影响，双方仍旧是彼此重要的战略合作伙伴，在未来也期待继续保持稳定的合作和长期的业务往来。 截至目前，达达旗下有达达快送和京东到家两大核心业务。其中，达达快送是本地即时配送平台，京东到家是本地即时零售平台。达达集团于2020年6月在美国纳斯达克证券交易所挂牌上市。 京东加码达达，与公司在即时零售领域的战略息息相关。 2021年3月，京东和达达集团分别通过公告披露，预计将以8亿美元认购达达集团新发行的普通股，交易完成后，京东将持有达达集团约51%股份。2022年2月，达达向京东发行一定数量的达达普通股，换取京东5.46亿美元现金和部分战略资源。 2022年第一季度，京东集团宣布增持达达集团，持股比例增至52%，成为达达集团的控股股东，达达业绩并入京东财报。今年11.11，京东小时购销售额同比增长80%，全国超过1800个县区市的消费者体验到了“小时达最快分钟达”服务。达达快送11.11期间总配送单量突破1亿单，中小商家配送单量同比增长67%，11.11当日配送订单量超1200万。 此后，京东集团在2023年多次重点介绍了即时零售业务的发展情况。 2023年第一季度京东小时购GMV同比增长60%；第二季度，京东即时零售服务统一更名为“小时达”， 在曝光量、点击率优化的推动下，小时达（城市）频道的日活用户同比增长超过100%，成交额同比增长超过3倍。该年第四季度，京东小时达月均下单用户同比增长50%。在京东首页点击率增长、流量分发效率提升等推动下，小时达频道的活跃用户数（DAU）同比增长超100%，小时达频道GMV同比增长超200%。 今年5月，达达宣布其业务将加速全面融入京东生态，将旗下即时零售品牌京东小时达、京东到家全面整合升级为“京东秒送”品牌，统一京东在即时零售领域的业务形象，持续优化用户体验。 达达集团在8月发布的2024财年二季度财报显示，该公司营收约23.50亿元，较上年同期及一季度均有所下滑。同期，该公司净利润亏损约2.86亿元。同月京东的财报显示，二季度，京东集团收入达到2914亿元人民币（约401亿美元），上半年收入达到5514亿元人民币（约759亿美元），继续保持增长。截至二季度，京东物流分部的非美国通用会计准则下经营利润已连续5个季度实现盈利，二季度非美国通用会计准则下的经营利润率创京东物流上市以来新高。 9月，京东物流与达达签订了货运服务框架协议及营运支持服务框架协议，协议有效期至2026年12月31日。根据协议，达达将为京东物流提供本地即时货运服务与营运支持服务。 过去两年，即时零售成为整个大电商零售市场关注的重点方向。《2023年中国即时零售行业市场研究报告》指出，近年来，即时零售一直保持50%以上的年均增速，2022年市场规模达到5042.86亿元；预计2025年，即时零售市场规模将达到2022年的3倍。 截至北京时间9月17日晚间美股开盘，达达股价大涨，涨幅超11%。 （时代财经王夏综合自21世纪经济报道、上海证券报、广州日报、中国基金报、中国经营报、每日经济新闻等）","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Shareholding 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