亿欧2月14日大公司日报,关注你关注的商业动态。
核心要闻
1、阿里巴巴第三财季总营收1614亿元,同比增长38%
阿里巴巴集团周四盘前发布了该公司截至2019年12月31日的2020财年第三财季未经审计财报。
财报显示,阿里巴巴第三财季营收1614.56亿元(约合231.92亿美元),市场预期1592.09亿元,去年同期为1172.78亿元,同比增长38%;归属阿里巴巴集团普通股股东的净利润为523.09亿元(约合75.14亿美元),市场预期为303.35亿元,去年同期为330.52亿元,同比增长58%。
阿里巴巴首席执行官张勇在财报电话会议中表示,新冠疫情将带来重大挑战,近期内将面临挑战,3月份当季营收增长受到负面影响。消息传出后,阿里巴巴股价大幅下跌,盘前跌2.9%,报217.88美元。
营收为人民币1614.56亿元(约合231.92亿美元),同比增长38%。其中,来自核心电商的营收同比增长38%,达到人民币1414.75亿元(约合203.22亿美元);来自云计算业务的营收同比增长62%,达到人民币107.21亿元(约合15.40亿美元);来自数字媒体和娱乐业务的营收同比增长14%,达到人民币73.96亿元(约合10.62亿美元);来自创新项目和其他业务的营收同比增长40%,达到人民币18.64亿元(约合2.68亿美元)。
在中国零售市场上的年度活跃消费者数量达到7.11亿,比截至2019年8月30日的6.93亿增长了1800万人。
2019年12月,在中国零售市场上的移动单月活跃用户数量达到8.24亿,比2019年9月增长了3900万。
运营利润为人民币395.60亿元(约合56.82亿美元),同比增长48%。经调整的税息折旧及摊销前利润(EBITDA)为人民币580.75亿元(约合83.42亿美元),同比增长26%;核心电商经调整的税息折旧及摊销前利润为人民币663.71亿元(约合95.34亿美元),同比增长22%。
2、华为被美指控盗窃商业机密,将被扩大制裁
据外媒报道,美国司法部周四对华为及其分公司提出新指控,指其涉嫌密谋敲诈及盗窃商业机密。
司法部当日在纽约布鲁克林的联邦法庭提出公诉,被告包括华为、4家华为的子公司,以及目前正在加拿大接受引渡听证的华为财务长孟晚舟。
在起诉书中,华为被控共谋窃取六家美国技术公司的商业机密,并违反了通常用于打击有组织犯罪的敲诈勒索法,该起诉书取代了去年在纽约布鲁克林联邦法院一开始的起诉书。
最新的指控书中,美国还称华为参与受制裁国家的新指控,华为子公司Skycom协助伊朗政府监控国民,包括在2009年德黑兰爆发一系列示威期间。
此外,据外媒报道,美国国防部可能从原先“反对进一步打击华为”的立场,转为支持制裁华为。
美国政治新闻媒体Politico12日报道,美国国防部同意对华为施加更严格的出口限制。
据外媒透露,原先态度保守的美国防部五角大厦,如今也转变立场,支持对华为祭出更严厉的制裁,未来美国公司向华为出口产品将更加困难。
综合外媒报导,知情人士透露,美国商务部长罗斯(Wilbur Ross)将与国防部长埃斯柏(Mark Esper)在下周讨论对华为的立场,政府高层则预计在28日召开会议,决定是否加重对华为的出口限制。
即时快讯
1、携程考虑贷款12亿美元,将用于再融资和营运资金
据外媒报道,在疫情对旅游产业构成影响时,中国最大的在线旅游服务提供商携程正在寻求获得12亿美元的贷款,以测试投资者风险偏好。消息人士透露,携程正与国际和国内的贷款机构就贷款一事进行谈判。据悉,这笔资金将被用于再融资和营运资金。截至目前,携程方面对此报道未予置评。
2、小米13日以线上直播的方式,发布了年度旗舰产品小米10
小米13日以线上直播的方式,发布了年度旗舰产品小米10。小米10采用骁龙865处理器,搭配1亿像素主摄的后置四摄。小米10售价8+128G版本3999元,8+256G版本4299元,12+256G版本4699元。这也创下小米旗舰机起售价的新高。雷军表示,小米手机正式冲击高端市场,小米10也是小米第一款冲击高端市场的产品。小米集团发布公告,2019年小米全年总收入预期超2000亿元,研发费用预期约70亿元。同时,还预期2020年全年研发投入超100亿元。
3、平安银行2019年实现营业收入1379.58亿元,同比增长18.2%
平安银行公布2019年度报告。2019年实现营业收入1379.58亿元,同比增长18.2%;其中利息净收入899.61亿元,同比增长20.4%,非利息净收入479.97亿元,同比增长14.4%。零售业务营业收入799.73亿元,同比增长29.2%,在全行营业收入中占比为58%。实现净利润281.95亿元,同比增长13.6%。不良贷款率1.65%
4、京东最新股权结构:刘强东持股16.2%,投票权近八成
京东提交给美国证监会(SEC)的一份文件显示,京东集团创始人、董事局主席兼首席执行官刘强东直接及代持京东16.2%的股权,代表78.7%的投票权。其中,刘强东通过离岸家族信托Max Smart Limited持有14.8%的股权,代表73.1%的投票权。
5、腾讯控股增持B站,持股比例升至18%
据外媒报道,B站日前向美国证券交易委员会提交的文件显示,腾讯控股已通过旗下子公司持有B站约43759万股Z类普通股,持股比例达到18%。B站上市之前披露的招股书显示,腾讯实体当时持股比例为12.27%。
6、百度宣布免费开源业内首个口罩人脸检测及分类模型
百度宣布免费开源业内首个口罩人脸检测及分类模型,该模型可以有效检测在密集人流区域中携带和未携戴口罩的所有人脸,同时判断该者是否佩戴口罩。
7、蛋壳公寓:续租首月立减50%,满6个月再返20%月租金
蛋壳公寓针对2月1日-2月29日合同到期续期租客推出更大力度的疫情补贴政策:一是续租优惠,首月可享受立减50%月租金,住满6个月后再返20%的月租金;二是在优惠活动基础上,额外享受专属疫情补贴。武汉地区,住满1个月后将返还100%月租金;非武汉地区,住满1个月后返还50%月租金。
8、苹果今日起重开零售店:营业时间缩短
根据苹果官网显示,从2月14日周五开始,苹果将恢复北京全部五家Apple Store零售店的营业,营业时间也有所改变,从此前正常的早十点到晚十点,变成了现在的早十一点开业,到晚六点结束营业。
由于疫情影响,苹果之前曾发表声明,暂时关闭了中国区所有 Apple Store 零售店,通过这种方式尽可能的减少人员聚集,阻断病毒传播。
9、英伟达第四季度营收为31.05亿美元,同比增长41%
英伟达(NVIDIA)公布第四季度财报。第四季度营收为31.05亿美元,与上年同期的22.05亿美元相比增长41%;净利润为9.50亿美元,与上年同期的5.67亿美元相比增长68%
10、Facebook旗下WhatsApp宣布全球用户超过了20亿人大关口
Facebook旗下WhatsApp宣布全球用户超过了20亿人大关口。WhatsApp在2018年和2016年分别有15亿和10亿用户。即大约四年的时间,WhatsApp的用户规模翻了一倍。WhatsApp目前仅次于拥有25亿用户的Facebook平台,成为全世界用户规模第二大的社交工具。
11、谷歌对欧盟反垄断罚款提出上诉,寻求推翻欧盟的三项反垄断判决
谷歌对欧盟反垄断罚款提出上诉,寻求推翻欧盟的三项反垄断判决。这些判决向谷歌处以了共计超过90亿美元的罚款。谷歌称,欧盟的反垄断执法者指控公司对小型竞争对手滥用支配地位并处以数十亿美元巨额罚款是没有法律基础的。
12、特斯拉去年在华营收29.79亿美元 同比增长69.55%
2月13日晚间,特斯拉向SEC提交的文件显示,2019年其在中国区实现营收29.79亿美元,同比增长69.55%。文件显示,中国依然是特斯拉第二大消费市场,2018年其在中国地区的收入为17.57亿美元,2017年为20.27亿美元。美国仍然是特斯拉最大消费市场,不过相较于2018年,去年特斯拉在美收入有所下降,但接近2017年收入的两倍。
2019年特斯拉的前四大市场分别是美国、中国、荷兰和挪威,其在这四大市场的收入分别为126.53亿美元、29.79亿美元、15.9亿美元和12.01亿美元,其他市场收入为61.55亿美元。
13、联合利华将停止在传统媒体上向12岁以下儿童宣传食品和饮料
快消品巨头联合利华称,将停止在传统媒体上向12岁以下儿童宣传食品和饮料,并停止在社交媒体上向13岁以下儿童进行广告营销。联合利华这么做,是基于对儿童日益严重的肥胖问题的考量。联合利华还称会在冰淇淋和冰棒上增加一个标签,写上“为儿童,负责任制造(responsibly made for kids)”。长期以来,外界就一直批评称,含糖饮料和包装食品是导致儿童肥胖的元凶
14、法官批准亚马逊请求:责令微软暂停推进美国防部合同相关工作
2月14日消息,一名美国法官周四批准了亚马逊提出的请求,责令微软暂时停止推进该公司与美国国防部之间一项价值高达100亿美元的云计算交易的相关工作。
亚马逊在去年11月提起诉讼,指控美国总统唐纳德-特朗普(Donald Trump)对美国国防部拒绝与亚马逊签订合同的决定施加了不正当的影响。特朗普曾公开嘲笑亚马逊创始人及首席执行官杰夫-贝索斯(Jeff Bezos),并多次批评该公司。
15、空客已就收购加拿大庞巴迪在A220客机项目中的剩余股份达成协议
空客(Airbus SE)周四表示,已就收购加拿大庞巴迪在A220客机项目中的剩余股份达成协议。这笔交易标志着庞巴迪退出了商业航空领域。该公司将在加拿大空客(Airbus Canada)的剩余权益转让给空客和加拿大魁北克省政府。空客持有的Airbus Canada的股份比例从50.1%增至75%,而魁北克省持有的股份比例为25%。庞巴迪将从这笔交易中获得5.91亿美元。阿尔斯通(Alstom)可能以70亿欧元的价格收购庞巴迪运输公司(Bombardier Transportation)。
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