阿里巴巴追加投資東南亞電商集團(tuán)

Alibaba is pumping another $1bn into Lazada, taking its stake in the Southeast Asia ecommerce group to 83 per cent and doubling its bet on one of the fastest-growing — and most fragmented — markets for online shopping.

阿里巴巴(Alibaba)正要向Lazada再投入10億美元，將其在這家東南亞電商集團(tuán)所持的股份增至83%，加倍押注于增長(zhǎng)最快——也是最碎片化的——在線購(gòu)物市場(chǎng)之一。

The move by the Chinese tech giant comes as Lazada’s rival Sea, formerly known as Garena and backed by Alibaba rival Tencent, is seeking to establish itself as the region’s dominant technology platform. Sea, valued at $3.75bn in March, last month raised $550m from investors and has filed for a US listing.

這家中國(guó)科技巨擘采取此舉之際，Lazada的競(jìng)爭(zhēng)對(duì)手Sea——原名Garena，受到阿里巴巴的競(jìng)爭(zhēng)對(duì)手騰訊(Tencent)支持——正尋求把自己確立為該地區(qū)的主導(dǎo)技術(shù)平臺(tái)。今年3月份時(shí)估值達(dá)到37.5億美元的Sea，上月從投資者處籌集到5.5億美元，并已申請(qǐng)?jiān)诿绹?guó)上市。

Alibaba, which runs China’s biggest ecommerce platforms, made its first move on Lazada in April last year, paying $1bn for a 51 per cent stake. It bought some new shares and partly replaced European investors Rocket Internet, the Berlin-based start-up incubator, and Tesco, the UK supermarket chain, which each sold down significant stakes. Lazada at that time was valued at $1.5bn.

運(yùn)營(yíng)中國(guó)最大電商平臺(tái)的阿里巴巴，去年4月首次投資Lazada，斥資10億美元購(gòu)得51%股份。它購(gòu)買了一些新股，同時(shí)部分取代了兩家歐洲投資者：總部位于柏林的初創(chuàng)企業(yè)孵化器Rocket Internet和英國(guó)超市連鎖樂(lè)購(gòu)(Tesco)，這兩家都減持了可觀股份。那時(shí)Lazada的估值為15億美元。

The latest deal sees Alibaba pay the same amount for a 32 per cent stake — of a bigger share base — and values Lazada at $3.15bn, according to the Chinese group.

據(jù)阿里巴巴介紹，最新交易意味著這家中資集團(tuán)將支付相同金額購(gòu)入32%股份(股票基礎(chǔ)有所擴(kuò)大)，并使Lazada的估值達(dá)到31.5億美元。

Lazada hosts more than 100,000 local and international sellers selling to 560m consumers.

Lazada擁有逾10萬(wàn)家當(dāng)?shù)睾蛧?guó)際賣家，面向5.6億消費(fèi)者銷售。

“The ecommerce markets in [Southeast Asia] are still relatively untapped, and we see a very positive upward trajectory ahead of us. We will continue to put our resources to work in Southeast Asia through Lazada to capture these growth opportunities,” said Daniel Zhang, chief executive of Alibaba.

“(東南亞的)電子商務(wù)市場(chǎng)仍然相對(duì)未開發(fā)，我們面對(duì)一個(gè)非常積極的上升軌跡。我們將繼續(xù)通過(guò)Lazada將資源投入到東南亞，使其發(fā)揮作用，抓住這些增長(zhǎng)機(jī)遇，”阿里巴巴首席執(zhí)行官?gòu)堄?Daniel Zhang)表示。

Alibaba has so far concentrated its globalisation efforts in Asia, where it has invested in PayTM of India and into the payment group’s ecommerce unit. That business was last year spun out of PayTM, which is best known for running India’s most popular digital payments platform.

阿里巴巴迄今將全球化努力集中在亞洲，該公司已投資于印度的PayTM以及這家支付集團(tuán)的電商部門。那塊業(yè)務(wù)去年從PayTM分拆出來(lái);PayTM以運(yùn)行印度人氣最高的數(shù)字支付平臺(tái)而聞名。

Southeast Asia is rapidly shaping up as a battleground for both the Chinese players and multinationals like Google and Facebook. The region has 200m digital consumers buying goods or products online, according to Bain & Co, the consultancy, up from 130m the previous year.

東南亞正迅速成為中資企業(yè)以及谷歌(Google)和Facebook等跨國(guó)公司的戰(zhàn)場(chǎng)。據(jù)咨詢公司貝恩(Bain & Co)介紹，該地區(qū)有2億數(shù)字消費(fèi)者在線購(gòu)物，高于去年的1.3億。

It is the world’s fastest growing region in terms of internet users, according to joint research by Google and Singapore’s Temasek last year, which estimated that the internet economy in the region will be worth $200bn by 2025.

根據(jù)谷歌和新加坡淡馬錫(Temasek)去年聯(lián)合進(jìn)行的研究，就互聯(lián)網(wǎng)用戶人數(shù)而言，東南亞是世界增長(zhǎng)最快的地區(qū)。該項(xiàng)研究估計(jì)，到2025年該地區(qū)的互聯(lián)網(wǎng)經(jīng)濟(jì)將達(dá)到2000億美元規(guī)模。

However, the market is also highly fragmented. While Lazada and Sea’s Shopee ecommerce site dominate, there are scores of other players with local footholds, including Tokopedia in Indonesia and Kaidee in Thailand.

但是，這個(gè)市場(chǎng)也高度碎片化。雖然Lazada以及Sea旗下Shopee電子商務(wù)網(wǎng)站占據(jù)主導(dǎo)地位，但還有其他數(shù)十個(gè)立足于本地的競(jìng)爭(zhēng)者，包括印度尼西亞的Tokopedia和泰國(guó)的Kaidee。