财富自由梦缓？蚂蚁金服暂停上市，监管后估值或下跌

{"type":"doc","content":[{"type":"blockquote","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"“一个晚上阿里巴巴680亿美金跌没了，差不多4600亿人民币。等于跌了1个小米，1.5个百度，2个民生银行，5个苏宁易购，7.4个微博。”"}]}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"蚂蚁金服暂缓上市，保守估计将推迟半年左右"}]},{"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，上海证券交易所发布《关于暂缓蚂蚁科技集团股份有限公司科创板上市的决定》，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":"你公司原申请于2020年11月5日在上海证券交易所（以下简称本所）科创板上市。近日，发生你公司实际控制人及董事长、总经理被有关部门联合进行监管约谈，你公司也报告所处的金融科技监管环境发生变化等重大事项。该重大事项可能导致你公司不符合发行上市条件或者信息披露要求。根据《科创板首次公开发行股票注册管理办法（试行）》第二十六条和《上海证券交易所股票发行上市审核规则》第六十条等规定，并征询保荐机构的意见，本所决定你公司暂缓上市。你公司及保荐人应当依照规定作出公告，说明重大事项相关情况及你公司将暂缓上市。本所将与你公司及保荐人保持沟通。"}]}]},{"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":"当日晚间，蚂蚁金服通过蚂蚁集团公众号发文对此事件作出说明，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":"尊敬的投资者："}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"蚂蚁集团于今日接到上海证券交易所通知，暂缓在上海证券交易所A股上市计划。受此影响，蚂蚁决定于香港联交所H股同步上市的计划也将暂缓。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"对由此给投资者带来的麻烦，蚂蚁集团深表歉意。我们将按照两地交易所的相关规则，妥善处理好后续工作。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"稳妥创新、拥抱监管、服务实体、开放共赢，会让蚂蚁集团经得起考验和信任。我们会坚持我们的初心和使命，继续用我们的热情、专业、担当，致力于为广大小微企业和大众消费者做好服务。有关发行上市的下一步进展我们将与上海证券交易所及监管部门保持密切沟通，并及时披露相关情况。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"蚂蚁集团"}]},{"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":"在本决定的前一天，也就是11月2日，根据证监会的消息，中国人民银行、中国银保监会、中国证监会、国家外汇管理局对蚂蚁集团实际控制人马云、董事长井贤栋、总裁胡晓明进行了监管约谈。"}]},{"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":"腾讯新闻《一线》通过蚂蚁集团相关人士获悉，11 月 3 日晚间蚂蚁集团暂缓 A 股和 H 股上市的消息宣布，蚂蚁集团执行董事长井贤栋当晚召集集团内部中高管召开紧急会议。会议上提及到「暂缓」之后，保守估计蚂蚁重新上市的时间要被推迟半年左右。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"导火索是什么？"}]},{"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，证监会同意蚂蚁集团科创板IPO注册。"}]},{"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 日晚间，蚂蚁集团在公告中确认了自己在本次 IPO 中的发行价，A 股定价为人民币 68.8 元，H 股定价为港币 80 元（约合人民币 68.85 元）。由此，蚂蚁集团的发行市值将高达 2.1 万亿元人民币，单一市值超过四大国有银行中任意一家，蚂蚁集团有望成为有史以来全球最大的 IPO。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}}]}