京东拟溢价42%收购达达集团，“即时零售第一股”或将退市

南方都市报2025-02-06

达达集团近日宣布，公司董事会已收到京东集团于2025年1月25日的初步非约束性提议函，拟以每股ADS 2.0美元，或每股普通股0.5美元，收购达达集团所有已发行普通股，建议价格较提议函日期前最近一个交易日收市价溢价约42％。据测算，该收购方案对达达集团的估值达5.2亿美元。若该提案生效，达达将被京东私有化直至退市。据悉，达达集团董事会已成立一个由三名独立董事Baohong Sun，Laura ...

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Han组成的特别委员会，负责评估和审议上述交易。据悉，受私有化要约的影响，达达集团股价一度大涨30%。达达集团成立于2014年，2016年达达与京东集团旗下O2O子公司京东到家合并，2019年更名为达达集团。2020年6月达达集团在美国纳斯达克交易所挂牌上市，成为中国赴美上市“即时零售第一股”。2021年-2022年，京东集团通过认购增持达达集团股份，对其持股比例提升至52%，双方进一步深化全渠道合作。达达集团整合原即时零售品牌京东小时达、京东到家，以全新品牌形象“京东秒送”对外亮相。随着京东和达达的融合加速，达达业绩也有转好迹象。2023年二季度，一直亏损的达达实现上市后首次整体盈利。2024年5月，达达集团全面融入京东生态，整合原即时零售品牌京东小时达、京东到家，以全新品牌形象“京东秒送”对外亮相。值得注意的是，在业务整合的同时，达达的高管也一直在变动。2022年8月，达达创始人蒯佳祺荣休并辞任公司董事会主席和首席执行官。原达达集团副总裁何辉剑升任达达集团总裁，时任京东零售CEO辛利军担任达达集团董事会主席。2023年12月，辛利军、达达CFO陈兆明双双辞职，京东集团CFO单苏接替辛利军出任达达集团董事会主席，同期，董事会任命茆俊（Henry Jun Mao）接任CFO职务。此后，何辉剑在达达集团内部的一起审查完成后辞职，由达达快送总经理、原京东物流首席战略官傅兵担任临时总裁。达达集团2024年三季度财报显示，公司2024财年前三财季累计收入72.31亿元，同比减少6.74%。前三财季累计净亏损8.12亿元，同比扩大20.20%。文章来源：南方都市报原标题：京东拟溢价42%收购达达集团，“即时零售第一股”或将退市","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"shareholding,corporation,merge","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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