From January 22nd to January 28th, according to the incomplete statistics of investment and financing in a week of "Palm Chain", there were 19 investment and financing-related events of related brand enterprises in the domestic and foreign logistics and first-class chain investment and financing markets.
1. Nearly 10 billion yuan was raised, and the twelfth issue of GLP China was completed
On January 26, GLP Capital GCP, the investment and asset management platform of GLP, announced the completion of the latest China Income** (GLP China Income** XII, CIF XII) with an investment scale of nearly 10 billion yuan.
It is reported that the first plan to invest in 25 logistics parks, science and technology innovation industrial parks and other new infrastructure located in the Yangtze River Delta, Beijing-Tianjin-Hebei, Greater Bay Area, Chengdu-Chongqing and other core city strategic clusters, with a leasable area of 2.23 million square meters.
Among them, the logistics park mainly serves industries such as e-commerce retail, auto parts, manufacturing and third-party logistics, while the science and technology innovation industrial park focuses on supporting emerging industries such as information technology, integrated circuits, new energy, e-commerce, and cross-border e-commerce.
.5.9 billion repurchase, Ma Yun replaced SoftBank as Alibaba's largest shareholder
On January 24, it was reported that Alibaba founder Jack Ma bought about 50 million US dollars (about 3.) in the fourth quarter of 20235.9 billion yuan) Alibaba**, exceeding the 43%。Alibaba's current chairman, Joe Tsai, through his family's investment platform, Blue Pool Capital Management, bought 1$500 million (about 10.)7.6 billion yuan).
It is reported that the total shareholding of Ma Yun and Tsai Chongxin has exceeded the shareholding ratio of SoftBank. Jack Ma has now replaced SoftBank as Alibaba's largest shareholder.
3. Reduced to 574%, Alibaba resells Kuaigou taxi 179080,000 shares
On January 23, it was reported that the disclosure of interests of the Hong Kong Stock Exchange showed that Alibaba Group on January 18, 2024, with an average price of 0HK$4447 (about 0..)4083 yuan) of ***1,790,800 shares of Kuaigou Dache, with a shareholding ratio of 602% to 574%。
4. Annual profit 33.1 billion, cross-border e-commerce Jihong shares plan to go public in Hong Kong
On January 23, it was reported that Jihong shares planned to issue overseas listed foreign shares (H shares) and apply for listing on the main board of the Hong Kong Stock Exchange. After deducting the issuance expenses, the funds raised by the issuance and listing of Jihong shares will be used for overseas market expansion, increased R&D investment, brand building, and replenishment of working capital for cross-border social e-commerce business.
According to the data, Jihong shares mainly focused on the packaging services of FMCG products in the early stage, and later developed cross-border e-commerce business. According to the announcement of Jihong shares, it is expected to achieve a net profit of 3 net profit attributable to the parent company in 2023$3.1 billion to $36.8 billion yuan, a year-on-year increase of 80% to 100%; Realize the net profit attributable to the parent company after deducting non-profit 30.2 billion to 33.9 billion yuan, a year-on-year increase of 7846% to 10019%。
At present, the main sales areas of its cross-border e-commerce business include Thailand, Singapore, Malaysia and other places.
5. Hundreds of millions of yuan was funded, and "Guangdong Ten Robots" completed the Pre-A round of financing
On January 23, it was reported that after the cold chain cloud factory platform Yueshi Robot had just completed strategic financing, it quickly completed nearly 100 million yuan in the Pre-A round of financing, which was strategically led by Beijing Shunchuang Production Investment.
It is reported that this financing will further deepen the cooperation between Guangdong Ten Robot and Shunchuang Production Investment, jointly promote the innovation and development of the cold chain industry, and accelerate the business development of Guangdong Ten Robot in the fields of artificial intelligence, innovative equipment, and new energy intelligent manufacturing.
6. Tens of millions of funds were obtained, and the logistics platform "Zhika Technology" completed the A round of financing
On January 23, it was reported that the short- and medium-distance vehicle technology logistics platform Zhika Technology officially completed tens of millions of yuan in Series A financing, this round of financing was led by Baiyun Financial Holding Group's Baiyun **, and the funds raised will be mainly used for product research and development, talent recruitment and market expansion in the Greater Bay Area.
It is reported that in the past three years, the company's performance has maintained substantial growth in the epidemic environment, and the platform revenue has exceeded 400 million yuan.
7. Jia Yuda signed a contract to acquire 51% of the shares of two international logistics companies
On January 25, it was reported that Jiayuda's wholly-owned subsidiary in China, Shenzhen Jiayu Daliu Technology, signed an equity purchase agreement to acquire 51% of the shares of two international logistics companies, Qingdao Aoyuanda Chain Management and Shenzhen Jiniu International Logistics.
It is reported that Aoyuanda is headquartered in Qingdao City, Shandong Province, focusing on integrated logistics services for special commodities, and its business covers the world. Located in Longgang District, Shenzhen, J&Niu International Logistics focuses on chain management, domestic cargo transportation, loading and unloading and information consulting services in the Middle East routes.
8. Softbank ** Ali shares, some forward contracts have been settled
On January 25, it was reported that Skybridge LLC, a wholly-owned subsidiary of SoftBank Group, used Alibaba shares to sign prepaid forward contracts with financial institutions, which have been implemented in phases, and have all completed physical settlement (that is, the transfer of equity to counterparties).
SoftBank decided to include 1,259.2 billion yen (about 61.1 billion yuan) of investment** income in non-recurring income in its non-consolidated financial results for the fiscal year ending March 2024. This means that Skybridge has actually completed the ** Alibaba shares.
.500 million tons, and the demand for cold chain logistics in China in 2023 will increase by 6% year-on-year1%
On January 24, it was reported that in 2023, the total demand for cold chain logistics in China will be about 3500 million tons, a year-on-year increase of 61%。The number of refrigerated trucks is about 4320,000 units, a year-on-year increase of 129%, especially the popularization and utilization of new energy refrigerated trucks have been significantly strengthened.
In 2023, the investment in cold chain infrastructure construction will be about 585500 million yuan, a year-on-year increase of 82%。By the end of 2023, the total amount of cold storage will be about 22.8 billion cubic meters, a year-on-year increase of 83%。Among them, the proportion of high-standard cold storage has increased, about 62%. The low-temperature treatment rates of agricultural products such as fruits and vegetables, meat, and aquatic products were % and 80%, respectively, which were higher than the level in 2022.
10. Sea-rail intermodal transport, Shandong Port Shanxi (Changzhi) Inland Port was established
On January 26, it was reported that Shanxi (Changzhi) Inland Port was officially unveiled in Changzhi Inland Port International Logistics Park, and the "Qingdao Port-Changzhi" sea-rail intermodal train was opened simultaneously.
It is reported that this is the first inland port and the first train to be opened in Shandong Port in 2024, further improving the layout of the inland port and sea-rail intermodal transport network.
1. The valuation is reduced by about 30%, and Shein shareholders plan to discount ** shares by 7%.
On January 26, it was reported that investors in the fast fashion company SHEIN are trying to take shares in the private market, valuing them as low as $45 billion (about 3227.).$3.1 billion), reflecting declining investor interest.
According to the news, Shein's shareholders valued the company at $45 billion (about 3227.) when they promoted their shares at the end of last year3.1 billion yuan) to 55 billion US dollars (about 394.4 billion4.9 billion yuan). This is lower than SHEIN's funding round of about $66 billion (about 4,733.).$3.9 billion).
It is reported that Shein is preparing for an initial public offering (IPO) in the United States, hoping to obtain up to $90 billion (about 6454.).$6.2 billion).
.5.8 billion yuan, Dafei received the UK's century-old logistics ** chain company
On January 22, it was reported that Kehua Logistics (CEVA Logistics), a subsidiary of the global shipping giant CMA CGM, announced that it had reached an agreement with Wincanton, a British ** chain solutions company, to build an agreement of about 7$1.9 billion (about 5.1 billion.)$5.8 billion) to acquire all shares of WinCanton.
It is understood that Wincanton is a logistics company with a history of nearly 100 years, providing first-chain solutions for customers in industries such as retail, grocery, e-commerce, construction, infrastructure, energy and defense, with more than 20,000 employees, a fleet size of 8,500 vehicles, and a revenue of 14 in 20236.2 billion pounds (about 133.3 billion.)5 billion yuan).
% stake, Hapag-Lloyd acquires British logistics company ATL
On January 23, Hapag-Lloyd, the world's fifth largest shipping company, issued an announcement announcing the acquisition of 100% of the shares of British logistics company ATL Haulage Contractors Ltd (ATL), and the specific acquisition amount was not disclosed.
Upon completion of the acquisition, ATL will remain an independent company and brand and will continue to be operated by the existing management team, serving all clients in accordance with existing contractual agreements.
It is understood that ATL was founded in 2008 and is a private company that currently has 120 of its own modern trucks and more than 100 additional trucks from specialized subcontractors, with an average age of less than 2 years for the entire fleet of owned trucks. In addition, the company has more than 250 sliding, genset and multi-purpose trailers.
.6.5 billion yuan, digital freight **flexport received new financing
On January 23, it was reported that the digital freight **flexport raised 2$600 million (about 18.)6.5 billion yuan).
Ryan Peterson, founder and CEO of Flexport, announced that Shopify will offer 2$600 million (about 18.)$6.5 billion). In a series of posts, he noted that Flexport's Bastion balance sheet is one of the company's most strategic assets for the future.
It is reported that the financing makes the valuation of flexport as high as 8 billion US dollars (about 573.5 billion9.2 billion yuan).
5. With 3 cargo planes, Airbus's "Beluga Transportation Company" was put into operation
On January 24, it was reported that Airbus Beluga Transport (AIBT), a subsidiary of Airbus, recently obtained an air transport business license (AOC) and officially became an airline. At present, the company has a total of 3 Beluga freighters, and the fourth will be officially put into service this year.
It is understood that since the end of November last year, Beluga Transport has relied on Airbus's current route network to operate short-haul international cargo routes in Europe, with major destinations including Saint-Nazaire, Hamburg, Bremen and Seville.
DHL partners with Singapore Airlines for the fifth freighter
On January 25, it was reported that DHL Express and Singapore Airlines (SIA) have deployed the fifth cargo plane, which is also the last cargo plane in the cooperation agreement signed by the two parties in 2022.
It is understood that the Boeing 777 freighter has a payload capacity of 102 tons and will be stationed in Singapore to expand capacity between Asia and the Americas.
7. JD Logistics has strategic cooperation with EVRI, the largest parcel delivery provider in the UK
On January 24, it was reported that JD Logistics reached a strategic cooperation with EVRI, one of the largest parcel delivery providers in the United Kingdom, and the two sides will jointly create two-way logistics services covering China and the United Kingdom, providing logistics integration for Chinese overseas brands and overseas customers pouring into China.
It is reported that EVRI has a history of more than 50 years, and its service network covers the United Kingdom, and provides parcel delivery services for more than 220 countries and regions around the world.
8. In terms of visits, AliExpress has become the second largest e-commerce platform in Spain
On January 24, it was reported that the Spanish e-commerce service agencies Club Ecommerce and EGI Group released a report saying that in December 2023, AliExpress will become the second most visited e-commerce platform in Spain, only after Amazon, and Shein and Temu are located respectively.
Three or four. 9. About 1,000 people, eBay will lay off about 9% of full-time employees
On January 24, the e-commerce platform eBay issued a statement saying that it would lay off about 1,000 employees, accounting for about 9% of its total full-time employees.
In addition, eBay plans to reduce the number of non-regular employees and reduce the work of external contractors in the coming months. The company said its staff and expenses were growing faster than they were.
Editor: Jing Zhou.