美团点评确认30亿美元融资后一周，阿里巴巴湖州服务器租用（以下简称“阿里”）出售美团点评股票一事再曝光新细节。昨日知情人士透露称，阿里以9亿美元价格出售所持美团点评全部股票，业界普遍认为，虽然双方均对此未予承认，但该交易已八九不离十，阿里与美团点评的五年“婚姻关系”也从盟友彻底转为对手。
撕掉“阿里系”标签
上周二，美团点评证实获得30亿美元融资，由腾讯、DST、挚信资本领投，阿里作为原美团投资方未出现在美团点评最新融资案参投名单中，昨日业界一则“阿里9亿美元出售美团点评股票”的消息为此做出了解释。消息指出，阿里与一个投资者团体达成协议，前者已同意以9亿美元价格出售所持的美团点评股份，对此，阿里和美团点评表示不予置评。
事实上，阿里出售美团点评股份的消息早在美团点评去年10月合并时就已风传，去年11月底曾有消息指出，阿里正在考虑出售所持美团的7%股份，根据后者在最新一轮融资中的估值，阿里这笔交易价格约10亿美元。
根据消息人士的披露，美团点评为促成最新一轮融资向投资者提供了反稀释的“棘轮条款”，而阿里所持有的美团老股并不享受棘轮条款保护，为此阿里甚至不惜打7折出售。业界曾认为，阿里甩卖老股有阻止美团点评新融资计划之意。
此次再传出阿里卖股一事已是第三次也是最详细的一次传言。如果传言属实，最终9亿美元的交易价格较两个月前的10亿美元小幅缩水，可见阿里出手美团点评股票之迫切。“阿里的撤资意味着美团点评已经摘掉‘阿里系’的标签”，某资深业内人士称，“这也让阿里与美团点评的关系直接走向破裂”。
终结五年纠结暗战
公开信息显示，阿里于2011年7月参股美团B轮融资，61.153当110时美团总融资额为3000万美元，2014年5月阿里再次跟进美团C轮融资，成为美团已公布的惟一一家产业投资方。虽然阿里两次投资美团，但双方关系从合作之初就若即若离，无论是从业务协同还是资源支持方面均未见亲密合作。而同样是两次投资，腾讯与大众点评在2014年2月初次投资时就开始多方位协作。
值得注意的是，2011年至今，阿里和美团曾在业务布局上多次“撞衫”，淘点点和口碑网即是代表性业务。2013年12月下旬阿里正式推出移动餐饮服务平台淘点点，在当时的阿里架构中，淘点点为独立的事业群，由时任阿里集团CEO陆兆禧亲自挂帅，被认为是阿里进入O2O的决心湖州双线服务器之举。去年，阿里与蚂蚁金服合资60亿元成立生活服务平台“口碑”也同样是瞄准O2O。期间淘点点、口碑与美团多次发生员工争夺资源等冲突。
不过，美团网对此强调是个别员工行为，长期以来阿里及美团对于彼此关系这个敏感话题一直谨慎回应。然而，美团点评CEO王兴公开的表态颇有深意，他曾对媒体直言，“我们和阿里的关系与我们和其他投资人的关系并没有什么本质不同，都是遵循商业规律，在滴滴快的合并案中，据说他们也是最后一个同意的人”。
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0来源：湖州高防服务器