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北京时间1月16日消息,据国外媒体报道,阿里巴巴创始人马云宣布将卸任集团首席执行官一职,让这家中国最大的电子商务公司可能筹备首次公开招股(IPO)的传闻再度升温。

马云在1月14日致员工的信中表示,他仍将担任公司董事会主席一职。马云将于5月10日正式辞去阿里巴巴集团首席执行官的职务,届时阿里巴巴集团可能将任命新首席执行官人员。彭博社的统计数据显示,自1999年阿里巴巴创办便担任公司掌舵人的马云,个人净资产达到了34亿美元。

马云卸任阿里巴巴集团首席执行官,可能标志着在本月初进行了管理层重组,以及去年6月阿里巴巴网站从港交所退市之后,阿里巴巴集团终于开始筹备整体上市的问题。阿里巴巴集团去年还从雅虎手中回购了部分公司股份,该交易对公司的估值达到了350亿美元。

香港联昌证券(CIMB Securities Ltd.)分析师温迪·黄(Wendy Huang)表示,“阿里巴巴集团一系列的调整,可能意味着集团将很快进行首次公开招股。”该分析师表示,马云的角色“不会变化太多,因为他早已开始专注于公司的长期战略。”

马云和其他17位同仁共同创办了阿里巴巴。随着中国经济自由化催生了制造业和贸易的繁荣,阿里巴巴也获得了蓬勃发展。阿里巴巴集团当前的员工总数已超过2.4万,服务扩展至云计算、网络支付和拍卖业务等。

业务介于亚马逊和eBay之间的淘宝网,目前已拥有超过5亿注册用户,是全球20大访问量最高的网站之一。在去年11月11日的促销活动中,天猫商城的营业额达到了31亿美元之巨。

利润激增

根据雅虎此前发布的财报显示,在截至6月30日的前三个财季中,阿里巴巴集团的利润增长两倍以上,达到7.817亿美元;营收同比增长74%,达到29亿美元。

专门从事中国科技和互联网领域研究的咨询公司BDA China董事长邓肯·克拉克(Duncan Clark)表示,马云可能仍将深入介入公司事务。他说,“无论有着什么样的头衔,马云依然在阿里巴巴集团有着神奇般的影响力。”马云在去年6月份曾表示,阿里巴巴集团将会在未来五年内进行首次公开招股。

5.64亿用户

根据中国互联网信息中心提供的数据,截至2012年年底,中国网络用户总数已达到5.64亿,较一年前增长了10%。除印度之外,中国的网民数量已经超过了全球任何一个国家的人口总和。

中国的网络买家数量也超过了美国。波士顿咨询公司在去年曾经预计,到2015年,中国的网络零售额将增长两倍以上,达到3600亿美元。

去年12月,在大幅减少了侵权产品的数量之后,美国将淘宝网从“恶名市场”名单中去除。

内部继任者

香港国信证券分析师埃里克·邱(Eric Qiu)认为,阿里巴巴集团可能会挑选一位内部候选人,接替马云出任首席执行官。今年年初,在通过重组把集团划分为25个部门之后,阿里巴巴集团任命了9位高管。

马云在邮件中表示,“接任创始人首席执行官是个很艰难的工作,特别是接像我这样性格鲜明的而又‘ET’类的首席执行官更是需要有巨大的勇气和牺牲精神。阿里巴巴集团有幸有数位这样的人才,每一位都具有罕见的领导魅力和风格。他们将会给未来的阿里带进不同的元素和气质。但要说服他们作出如此巨大的牺牲和投入,确非易事,这也是我考虑了一年多的事。”

阿里巴巴集团驻香港发言人约翰·斯比利奇(John Spelich)表示,“马云致员工的信不言而喻。”

阿里巴巴集团在去年5月份同意,以大约71亿美元的价格从雅虎手中回购持有的公司40%的股份的大约一半。雅虎在2005年以10亿美元和中国雅虎的业务,换取了阿里巴巴集团的上述股权。阿里巴巴网站在去年支付港币183亿元(约合24亿美元),回购27%的股权之后,还从港交所撤市。

本文作者:无忌


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