沃尔玛清仓京东股份,称将在中国专注山姆会员店等业务

教育   2024-08-23 08:46   新西兰  

Walmart Dumps Entire Stake in China’s JD.com


DAISUKE WAKABAYASHI, CLAIRE FU
沃尔玛在中国市场表现优秀,部分原因是它的仓储式山姆会员店很受欢迎。 Gilles Sabrié for The New York Times
Walmart said it unloaded its entire stake in JD.com, one of China’s biggest e-commerce companies, unwinding one of the largest investments in a Chinese retailer by a foreign rival.
沃尔玛表示,已将其在中国最大电商公司之一京东持有的股份全部出手,这曾是外国竞争对手对中国零售商的最大投资之一。
In a securities filing on Tuesday, Walmart said it no longer held any shares of JD.com, but it did not disclose how many shares it sold or how much it raised with the sale. The retailing giant said it had 289 million shares of JD as of Dec. 31, 2023. In its annual report filed in April, JD stated that Walmart was a 9.4 percent shareholder.
在周二的一份证券备案文件中,沃尔玛表示不再持有京东的任何股份,但没有透露出售了多少股份,也没有透露通过出售筹集了多少资金。这家零售巨头表示,截至2023年12月31日,它拥有2.89亿股京东股票。在4月份提交的年报中,京东称沃尔玛持有9.4%的股份。
“This decision allows us to focus on our strong China operations for Walmart China and Sam’s Club, and deploy capital towards other priorities,” Walmart said in a statement, adding that it would continue to have a “commercial relationship” with JD.
沃尔玛在声明中表示:“这一决定使我们能够专注于沃尔玛中国和山姆会员店强大的中国业务,并将资本配置于其他优先事项。”沃尔玛还称,将继续与京东保持“商业关系”。
Bloomberg reported earlier that Walmart had raised $3.6 billion from the sale. Shares of JD.com listed in Hong Kong fell nearly 9 percent on Wednesday.
彭博新闻社早些时候报道称,沃尔玛从此次出售中筹集了36亿美元。周三,在香港上市的京东股价下跌了近9%。
The sale closed the chapter on an investment by Walmart born out of desperation to gain a greater foothold in the Chinese market. In 2016, Walmart sold its Yihaodian website to JD.com, which along with Alibaba dominated China’s online shopping industry, and acquired a 5 percent stake in the company.
这笔交易为沃尔玛迫切希望在中国市场获得更大立足点而进行的投资画上了句号。2016年,沃尔玛将旗下的1号店网站出售给京东,并获得了该公司5%的股份。京东与阿里巴巴共同主导着中国的在线购物行业。
The e-commerce partnership between Walmart and JD included collaborating on areas like fulfillment and delivery. When they first came together, Chinese consumers were rapidly shifting to online shopping and Walmart was having a hard time displacing homegrown competitors.
沃尔玛和京东之间的电子商务合作包括采购和物流等领域的合作。双方合作之初,中国消费者正迅速转向网上购物,沃尔玛很难取代本土竞争对手。

6月,中国新余的京东配送中心。 Zhao Chunliang/VCG, via Getty Images
Now, while the broader Chinese economy is laboring under a slowdown in consumer spending, Walmart is doing well in China. Its quarterly sales in the country have grown by more than 10 percent for most of the last two years, driven by strong sales online and the popularity of its Sam’s Club warehouse stores.
现在,尽管中国整体经济受到消费者支出放缓的拖累,但沃尔玛在中国的表现却很好。在过去两年的大部分时间里,该公司在中国的季度销售额增长了10%以上,这主要得益于线上销售的强劲增长和仓储式山姆会员店的大受欢迎。
Walmart said on Thursday that sales at stores in the United States rose just over 4 percent, to $115.3 billion, as consumers stung by high inflation over two years are drawn to the retailer’s lower prices. Its U.S. e-commerce business jumped 22 percent.
沃尔玛周四表示,因为过去两年,受高通胀影响的消费者被沃尔玛较低的价格所吸引,其美国门店的销售额增长略高于4%,达到1153亿美元。其美国电子商务业务增长了22%。
At the same time, JD has struggled to maintain its market share and faces growing competition from the discount shopping app Pinduoduo and the move into e-commerce by social media platforms such as Xiaohongshu, the country’s version of Instagram, and Douyin, the app owned by ByteDance, which runs TikTok outside of China.
与此同时,京东一直在努力维持其市场份额,并面临来自折扣购物应用拼多多日益激烈的竞争,以及小红书和字节跳动旗下应用程序抖音等社交媒体平台进军电子商务的竞争。字节跳动在中国以外运营TikTok。
Last week, JD announced that revenue grew a modest 1 percent in the second quarter compared with a year earlier. The company said its profit nearly doubled, attributing the gains to an “increase in government subsidies and a decrease in investment related losses.”
上周,京东宣布第二季度营收同比小幅增长1%。该公司表示,其利润几乎翻了一番,原因是“政府补贴增加和投资相关损失减少”。
JD said on Wednesday that it repurchased $390 million worth of its own shares, a move would help bolster its stock price.
京东周三表示,它回购了价值约3.9亿美元的股票,此举将有助于提振其股价。
A JD spokeswoman said the company was “full of confidence in the future cooperation between the two sides” but declined to elaborate.
京东发言人表示,该公司“对未来双方的合作充满信心”,但拒绝详细说明。
As part of Walmart’s investment in JD in 2016, the retailer had the right to have one of its senior executives attend all of JD’s board meetings as a nonvoting observer, according to JD’s annual report.
京东的年报显示,作为2016年对京东投资的一部分,沃尔玛有权派一名高管以无投票权观察员的身份参加京东的所有董事会会议。


Daisuke Wakabayashi是时报驻首尔亚洲商业记者,报道区域经济、公司和地缘政治新闻。

Claire Fu报道中国新闻,主要关注该国经济和社会议题。她常驻首尔。

翻译:纽约时报中文网



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