財富自由夢緩？螞蟻金服暫停上市，監管後估值或下跌

{"type":"doc","content":[{"type":"blockquote","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"“一個晚上阿里巴巴680億美金跌沒了，差不多4600億人民幣。等於跌了1個小米，1.5個百度，2個民生銀行，5個蘇寧易購，7.4個微博。”"}]}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"螞蟻金服暫緩上市，保守估計將推遲半年左右"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"11月3日，上海證券交易所發佈《關於暫緩螞蟻科技集團股份有限公司科創板上市的決定》，公告中指出："}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"blockquote","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"你公司原申請於2020年11月5日在上海證券交易所（以下簡稱本所）科創板上市。近日，發生你公司實際控制人及董事長、總經理被有關部門聯合進行監管約談，你公司也報告所處的金融科技監管環境發生變化等重大事項。該重大事項可能導致你公司不符合發行上市條件或者信息披露要求。根據《科創板首次公開發行股票註冊管理辦法（試行）》第二十六條和《上海證券交易所股票發行上市審覈規則》第六十條等規定，並徵詢保薦機構的意見，本所決定你公司暫緩上市。你公司及保薦人應當依照規定作出公告，說明重大事項相關情況及你公司將暫緩上市。本所將與你公司及保薦人保持溝通。"}]}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"當日晚間，螞蟻金服通過螞蟻集團公衆號發文對此事件作出說明，原文如下："}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"image","attrs":{"src":"https:\/\/static001.geekbang.org\/resource\/image\/f9\/77\/f9a6ea1e8606a0a50b9c8a1bd8492177.jpg","alt":null,"title":"","style":[{"key":"width","value":"75%"},{"key":"bordertype","value":"none"}],"href":"","fromPaste":false,"pastePass":false}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"blockquote","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"尊敬的投資者："}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"螞蟻集團於今日接到上海證券交易所通知，暫緩在上海證券交易所A股上市計劃。受此影響，螞蟻決定於香港聯交所H股同步上市的計劃也將暫緩。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"對由此給投資者帶來的麻煩，螞蟻集團深表歉意。我們將按照兩地交易所的相關規則，妥善處理好後續工作。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"穩妥創新、擁抱監管、服務實體、開放共贏，會讓螞蟻集團經得起考驗和信任。我們會堅持我們的初心和使命，繼續用我們的熱情、專業、擔當，致力於爲廣大小微企業和大衆消費者做好服務。有關發行上市的下一步進展我們將與上海證券交易所及監管部門保持密切溝通，並及時披露相關情況。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"螞蟻集團"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"2020年11月3日"}]}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"在本決定的前一天，也就是11月2日，根據證監會的消息，中國人民銀行、中國銀保監會、中國證監會、國家外匯管理局對螞蟻集團實際控制人馬雲、董事長井賢棟、總裁胡曉明進行了監管約談。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"騰訊新聞《一線》通過螞蟻集團相關人士獲悉，11 月 3 日晚間螞蟻集團暫緩 A 股和 H 股上市的消息宣佈，螞蟻集團執行董事長井賢棟當晚召集集團內部中高管召開緊急會議。會議上提及到「暫緩」之後，保守估計螞蟻重新上市的時間要被推遲半年左右。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"導火索是什麼？"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"2020年10月21日，證監會同意螞蟻集團科創板IPO註冊。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"10 月 26 日晚間，螞蟻集團在公告中確認了自己在本次 IPO 中的發行價，A 股定價爲人民幣 68.8 元，H 股定價爲港幣 80 元（約合人民幣 68.85 元）。由此，螞蟻集團的發行市值將高達 2.1 萬億元人民幣，單一市值超過四大國有銀行中任意一家，螞蟻集團有望成爲有史以來全球最大的 IPO。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}}]}