阿里巴巴大刀阔斧的改革引发大规模裁员担忧|日经亚洲

  • 阿里巴巴集团控股计划拆分为六个业务集团,并启动单独的公开上市,引发了他们24万员工的裁员担忧。这一重组受到了投资者的欢迎,使该公司在香港上市的股票上涨了12.2%。首席执行官丹尼尔-张在2015年推出的中央平台战略正在被放弃,以支持新的六个集团和独立的IPO。

  • 这六个集团是云智慧集团、淘宝天猫商城集团、本地服务集团、财猫智能物流、全球数字商业集团和数字媒体与娱乐集团。每个集团都将有自己的首席执行官和董事会,除了淘宝天猫商务集团仍在上市公司内部。物流部门Cainiao、阿里巴巴的东南亚电商平台Lazada和快递平台Ele.me都在考虑上市,之前还向员工发放了股票期权。

  • 自2021年以来,阿里巴巴经历了各种管理层的变化,以扭转业务放缓的趋势,其中Trudy Dai负责一个新的中国数字商务团队,有效削弱了张的影响力。重组后,张将继续担任阿里巴巴集团的董事长兼首席执行官,同时还将担任云智慧集团的首席执行官。江帆将成为全球数字商务集团的首席执行官。

  • Alibaba Group Holding’s plan to split into six business groups and launch separate public listings has triggered layoff fears among their 240,000 employees. The restructuring was embraced by investors, sending the company’s Hong Kong-listed shares up 12.2%. Central platform strategy, introduced by CEO Daniel Zhang in 2015, is being abandoned in favor of the new six groups and separate IPOs.

  • The six groups are Cloud Intelligence Group, Taobao Tmall Commerce Group, Local Service Group, Cainiao Smart Logistics, Global Digital Commerce Group, and Digital Media and Entertainment Group. Each will have its own CEO and board of directors, with the exception of Taobao Tmall Commerce Group remaining inside the listed company. Logistics unit Cainiao, Alibaba’s Southeast Asian e-commerce platform Lazada, and delivery platform Ele.me have all been considering IPOs and previously issued stock options to staff.

  • Alibaba has undergone various management changes since 2021 to reverse slowing business, with Trudy Dai taking charge of a new China digital commerce team effectively weakening Zhang’s influence. After the restructuring, Zhang will remain chairman and CEO of Alibaba Group, and will also serve as the CEO of the Cloud Intelligence Group. Jiang Fan will become the CEO of the Global Digital Commerce Group.