Since the beginning of this year, the internal actions of the Ali department have been surging, from the adjustment of the group's internal structure to the "change of commander", and then to the continuous "** Ali system's various behaviors, all of which show that this leading Internet enterprise is starting an internal change.
Recently, according to ** reports, SEC documents show that **China Holdings*** pre-prepares** 25 million shares of Xpeng Motors, involving up to 3US$9.1 billion (about 2.8 billion yuan). Alibaba's stake in Xpeng Motors also directly reflects Alibaba's "** plan is still ongoing."
Regarding this point, a person in charge of Ali said, "Ali will be based on its future fund management goals, ** some shares of Xiaopeng Motors, and its shareholding ratio will increase from 10."2% down to 75%。"After the reduction of shareholdings, Ali is still the second largest shareholder of Xpeng Motors.
The person in charge continued, "As one of the leaders of China's new energy electric vehicles, Ali has established a long-term strategic cooperative relationship with Xiaopeng Motors, and Xiaopeng Motors has great potential for future development, and we look forward to continuing to cooperate with Xiaopeng Motors." Despite this, Ali has always affirmed the development of Xiaopeng Motors, but Ali's choice of ** Xiaopeng Motors is actually not good news for Xiaopeng Motors.
After Xiaopeng Motors received the news of Ali shares, on the 8th of this month, the Hong Kong stocks of Xiaopeng Motors have fallen sharply by 666%。Why does Ali have such a big impact on Xpeng Motors?
According to relevant information, He Xiaopeng, the founder and chairman of Xpeng Motors, was once the president of Alibaba's mobile business group. Alibaba's earliest strategic investment in Xpeng began in 2017. At that time, Alibaba's shareholding in Xpeng Motors was about 1003%, is the fourth largest shareholder of Xpeng Motors.
In July 2021, after Xpeng was listed in Hong Kong, He Xiaopeng and his affiliates became the largest shareholder of Xpeng Motors, with 2175% of the shares. Among them, China's shareholding accounted for 119%, becoming the second largest shareholder of Xpeng Motors.
It can be seen that the impact of the ** Ali system on Xiaopeng Motors is so far-reaching. It is worth noting that after entering 2022, the market of China's Internet industry has undergone great changes. Some leading Internet companies have begun to focus on their main business.
For example, in order to "expand the size of its main force, Tencent directly took all the shares of JD.com and Meituan held under its name." In such a situation, Ali's actions are a bit "gentle".
So, why did Ali carry out a multi-faceted equity sell-off and economic cash-out at this time?Will Alibaba continue to sell?What kind of signal is released in this?
Specifically, Alibaba's choice of the current stage to sell off its branch equity is mainly inseparable from its next stage of development strategy. Since the beginning of this year, the Ali system has carried out a series of organizational structure adjustments, and after entering the second half of this year, the various groups of the Ali system have begun to be clearly divided, and the group, as a holding company, has also begun to be effectively streamlined.
Therefore, as for Alibaba's sell-off of some non-core businesses, it is undoubtedly a very necessary option to achieve the purpose of recovering funds. More importantly, the market value of Pinduoduo will surpass that of Ali in the near future, which makes Ali have a certain degree of urgency. Therefore, Alibaba will choose to accelerate the development of its main business.
At present, it is not ruled out whether Alibaba has the possibility of further non-core business. Mainly due to the future strategic development of Alibaba, non-core assets have become one of the necessary ways.
However, for Xiaopeng Motors, Ali's shareholding action will undoubtedly bring huge pressure to its development in a short period of time. For Xpeng Motors, this year is a very important year, and it is also an extremely critical year.
Due to the rapid changes in the electric vehicle market, new players are emerging. For example, Li Auto and NIO, etc., which are not a lot of pressure on Xpeng Motors. According to relevant data, as of November this year, the cumulative delivery volume of Xpeng Motors was 121486 units.
Although it seems that the sales are really good, compared with Li and Weilai, the results are not ideal.
Therefore, if Xpeng Motors wants to have a greater competitive advantage in the future electric vehicle market, it also needs to start from its own technology, increase R&D investment, and reduce manufacturing costs in order to further harvest the hearts of the market.