瑞銀:中國併購市場漸活躍 大型企業強強聯手爲未來趨勢
瑞銀全球投資銀行部中國區主管朱正芹表示,由於2023整體資本市場受壓,令中國整個併購市場變得十分重要,料今年併購活動逐漸活躍起來,而其行爲則有所變化。她指,現時投資者較傾向透過買入控股權等方式進行,亦有企業有意收購同產業類別並進行整合活動,由多元資金轉向核心產業發展,剔走部分非核心產業,從而提升效率。
其中,行業整合和迎合產業升值是一大趨勢。她指出,原本在外國擁有一定優勢的中國企業亦會出現行業重整的情況,包括規模較小或退出市場,相反大型企業則會強強聯手,包括去年滴滴和小鵬汽車(09868.HK)合作、極兔(01519.HK)收購順豐旗下部分產業等,預期未來類近活動日益增加,提升行業效率及國際競爭力。
她又指,跨國企業近年在中國市場有出有入,在後疫情時代下,全球企業均重新審視其營運策略,考慮未來是否加強或收縮現時業務,加上近年來自中東的投資增加不少,尤其對具有國際優勢的中國企業,她強調,目前宏觀經濟面臨重整局勢,尤其是國際產業,相信可以爲中國企業帶來很多併購機會。(ca/cy)
~
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of this article is for reference only. It does not constitute an offer, solicitation, recommendation, opinion or guarantee of any securities, financial products or instruments.The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance.