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阿里巴巴

Alibaba posts revenue jump ahead of changeover in top management
马云交棒前阿里巴巴报告营收飙升

季度营收同比跃升42%,至1149.2亿元人民币,超出分析师预期。该集团在电商领域的根基使其受益于网购业务增长。

China’s Alibaba trumped analysts’ expectations with a 42 per cent year-on-year jump in quarterly revenues to Rmb114.92bn ($16.3bn), a day after its rival Tencent disappointed the market by posting more modest growth.

中国的阿里巴巴(Alibaba)季度营收同比跃升42%,至1149.2亿元人民币(合163亿美元),超过分析师们的预期,此前一天,其竞争对手腾讯(Tencent)报告较小幅度的增长,令市场失望。

Alibaba’s roots in ecommerce have allowed it to benefit from the rise in online shopping, a sector subject to less regulatory pressure than gaming and messaging, which are Tencent’s biggest businesses.

阿里巴巴在电子商务领域的根基,使其得以受益于网购业务的增长,与腾讯最大的业务——游戏及即时信息——相比,网购行业受到的监管压力较小。

The robust numbers are the last to be reported before founder Jack Ma hands over the reins as chairman to Daniel Zhang, chief executive officer, next month, part of a changing of the guard that has been accompanied by a broader reshuffle among the top ranks of the two-decade-old company.

这是阿里巴巴的创始人马云(Jack Ma)交棒之前的最后一次季报。下月,他将把公司董事长职位移交给首席执行官张勇(Daniel Zhang),这家成立了20年的公司正在进行更广泛的高层改组。

Net profit attributable to shareholders was Rmb21.25bn in the three months to the end of June. This far exceeded the previous year’s figure of Rmb8.68bn, which was heavily dented by employee share compensation from payments affiliate Ant Financial following a fundraising that ratcheted up its valuation.

在截至6月底的三个月里,阿里巴巴的股东应占净利润为212.5亿元人民币。这远远高于上一年的86.8亿元人民币。去年,在一轮融资提高了关联公司蚂蚁金服(Ant Financial)的估值后,阿里巴巴的股东应占净利润因支付蚂蚁金服员工的股票薪酬而大幅缩水。

Revenues from cloud computing, a key area of growth for both Alibaba and its US peer Amazon, was up 66 per cent at Rmb7.8bn, though the unit continues to lose money at a rate of 5 cents for every dollar.

云计算是阿里巴巴及其美国同行亚马逊(Amazon)增长的关键领域,该领域营收增长66%,至78亿元人民币,尽管该部门继续亏损,亏损幅度为每美元5美分。

Alibaba’s costs and expenses, excluding share-based compensation, edged up in the last quarter from 70 per cent of revenues to 73 per cent. However, chief financial officer Maggie Wu nodded to a new mood of financial discipline, echoing the sentiments of Tencent after its results on Wednesday, and noted that Alibaba had begun putting more emphasis on “efficiency of spending” in areas including marketing and headcount.

阿里巴巴在上季度的成本和费用(不包括股票薪酬)小幅上升,从营收的70%升至73%。然而,阿里巴巴的首席财务官武卫(Maggie Wu)迎合了讲究财务纪律的新气氛,呼应腾讯在周三公布季报后流露的情绪。她指出,阿里巴巴已开始在营销和人员编制等领域更加注重“支出效率”。

Steven Zhu, analyst at Pacific Epoch, noted that past acquisitions — such as food-delivery service Ele.me, which was consolidated in May last year — had helped drive revenue growth this quarter. But, he added, “these past two quarters, there [haven’t] been so [many] new acquisitions, so I think it will . . . slow down in the future.”

弘亚世代(Pacific Epoch)的分析师Steven Zhu指出,阿里巴巴之前的收购——如去年5月并购送餐集团饿了么(Ele.me)——推动了该季度的营收增长。然而,他补充道,“前两个季度阿里巴巴不再如此频繁地收购新企业,因此,我认为其营收增长……未来会放缓。”

Alibaba boasts a large portfolio of investments and, like its peers, has in the past spent heavily on subsidies to woo users amid escalating competition in areas such payments.

阿里巴巴拥有由众多投资组成的投资组合,而且,与同行一样,过去在支付等领域竞争加剧的情况下投入大量资金向用户提供补贴。

In cloud computing, where it preceded Tencent by a number of years, Alibaba has revised earlier efforts to go it alone by partnering with software providers such as Salesforce — a tie-up that was announced last month.

在云计算领域,比腾讯早几年起步的阿里巴巴,通过与Salesforce(上月双方宣布结盟)等软件提供商合作,已改变早前单打独斗的做法。

Alibaba is planning to raise up to $20bn on the Hong Kong stock market, but some analysts say that the current market volatility, trade tensions and conflicts between police and protesters in Hong Kong may prompt it to defer the listing.

阿里巴巴正计划在香港股市融资至多200亿美元,但一些分析师表示,目前市场的动荡、贸易紧张局势以及香港警方与抗议者之间的冲突,可能会令其推迟上市。

译者/何黎

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