Before 6 months, blot out the sky and cover up the earth when the message that should wanting boat of sea of sell oneself or a member of one's family is investment of sea of the day below the banner, li Guoqing is used in friend circle " feelings " leave when. But look now, this trades to wanted to go aground it seems that.
I a dark horse today (on September 17) message, sea boat science and technology buys what should become 7.5 billion yuan to trade be about to be faced with abortion. Should express to this when Han Min of net mart vice president, buying the condition with current belong to the same organization is " postpone again and again " , of short duration has no clear final conclusion, reckon 9 weeks of meetings have a result recently.
Be in this year March, li Guoqing denied half an year " should become sell oneself or a member of one's family " the message still sits solid, should fall when the flower Hai Hang is. On April 11, day sea investment issues formal announcement: The company drafts with 6.23 yuan / the price issues 652 million, pay 3.44 billion yuan of cash, preliminary evaluate is bought 7.5 billion yuan when when division article 100% equity and Beijing should be become 100% equity. The company drafts collect not to exceed 4.06 billion first wife to cover fund at the same time. This second trade the change that won't cause a company to control right, trade after finishing, yu Yu and Li Guoqing are aggregate and direct 16.49% stock of hold company.
Should end soon trade, there is not be born all the time however now, this is Hai Hang fastens capital to be in an emergency be caused by. Trade reach when, people saw when what become the feelings of social status and Li Guoqing leaves only, what did not see is, at that time, the capital crisis that Hai Hang fastens is early had shown clue.
Sea boat predicament
According to the report of each media, hai Hang and the contact that should become begin from the first ten days of a month in 2017, and it is by 2017 arrive at the beginning of 2018, predicament of catenary of sea boat financing has exposed the line of sight in people thoroughly in.
Early on January 24, investment releases the Hai Hang that Hai Hang fastens to stop card announcement temporarily, from this, sea boat department appears on the market 10 times the company already had 7 experience to stop a card.
Be in early on January 18, chen Feng of chairman of board of directors of sea boat group admitted Hai Hang is facing the problem of fund liquidity. But sea ship side states its appear on the market as before the company stops card and problem of group financing liquidity to have nothing to do.
But, large half an year went, the situation that Hai Hang fastens has been done not have too much. During this, busy move buys sea boat skill, sell off oneself in busy move however single-handed " family property " , the path of the unripe money that be the first to be affected is Hai Hang -- estate assets.
Peng rich company is in the last ten-day of a month had reported in April, hai Hang group with SL case forest praedial company (SL Green Realty Corp. ) negotiate sell Hai Hang opened up 2017 endowment 2.21 billion dollar (add up to 14.2 billion yuan about) bought Manhadu park highway of 245 buildings at least partial property right, this trades to be thought to achieve throughout history of new York building to clinch a deal highestly at that time valence.
After a month, on May 30 message, hai Hang in order to restrain 300 million dollar (add up to 1.9 billion yuan about) the price will be located in 123 Mission St. building of san Francisco office sells Northwood Investors LLC, as we have learned, hai Hang is in August 2016 with 255 million dollar (add up to 1.6 billion yuan about) this office building that the price buys. Just the delegate of Hai Hang and Northwood rejects to publish a comment at this point at that time.
And be in 2018 the beginning of the year, hai Hang returns evacuate to Hilton the hotel is reached go vacationing village (Hilton Hotels&Resorts) 6.5 billion dollar (add up to 41.6 billion yuan about) investment (set show 8.5 billion dollar, add up to 54.4 billion yuan about) , besides, hai Hang still was exposed to the sun to sell Hong Kong opens plot of heart airport former address to develop a project, the airline below sea boat division still is exposed to the sun to go out for a time default boat oil to expend. . . . . .
On September 13, hai Hang innovates (the company appears on the market below sea boat division) be exposed to the sun to give exceed the time limit of 300 million yuan of fiducial loan, the company admits the fact of exceed the time limit along with late cloth announcement, say at the same time as fiducial as Hunan negotiate appropriate to settle way.
Intermediary has rumor more outside, hai Hang is more fill financing gap, with Japan Oulishiji is round (Orix Corp) agreement, draft some British aviation will be grasped to rent company A Walong to accuse in the hand (Avolon Holdings) the stock resale of about 30% gives Ou Li person the group, exchange cost of money of about 2.2 billion dollar. And these A Walong share, it is Hai Hang is in what the amount with 2.5 billion dollar purchased 2015, nowadays shrink " sacrifice " , also boat of sea of it serves to show is in the hardship on capital have enough to meet need.
Owe cost, sell the land, remove endowment. . . . . . Hai Hang the behavior of a series of undersell asset, the fund condition be breathless with anxiety or tension that makes factitious Hai Hang naturally not hopeful.
According to not complete count, since 2015, hai Hang spends favorable balance of trade in altogether of global chop hand 50 billion dollar (about 3000 much RMBs) . And the money of this brushstroke brushstroke comes from each just about the loan giving a letter of big bank, among them 8 big main banks are spent to the forehead giving a letter of sea boat group be as high as 800 billion.
Big rub article of finance and economics " Hai Hang is " be born " hind head send 1.06 billion bond, next? Continue " sell sell sell " ? " have an analysis to this: Hai Hang can obtain fund from the bank, gimmick no more than is to carry many mortgage assets, equity, borrow money to buy property, mortgage again next refinance money. When asset value rises ceaselessly, this kind of outspread method can circulate ceaselessly. But when when asset the price drops or bank lever is tightened up, its are in debt bulkily to be exposed come out.
Newspaper of money of sea boat group shows, its debt total dimensions grows breathtaking 7300 much RMBs by 2017, have among them breath is indebted 5700 much. In those days only interest expenses is amounted to 300 much. Under photograph comparing, management cash of Hai Hang flows, change to show ability to wait and cannot prop up this kind of tall indebted dilate: Sea boat gross income is close last year 600 billion, management cash flows net specified number to have 600 only much, profit is 11.6 billion, but among them yield is occupied 90% .
And return at the same time one day the sea invests 3 quarterly reports showed 2017, up to battalion of implementation of 3 quarters accumulative total received two hundred and twenty-three billion eight hundred and ninety-five million yuan 2017,
The data comes from Niu Xiong to make easy room
Just, the Hai Hang with adverse fleeting time encountered those who expire to be not awaited to become.
Should become what course to follow
The true gold silver that day sea invests adjourns all the time account, hai Hang also is in adjourn all the time reply Shanghai stock exchange " ask ask 2 times case " . Come so, the destiny that should become is probable again by change the original sentence.
Although already should go when general trends, but the flow that it still has enough to be approved rear and data, hai Hang is to admit it seems that allowed to become. According to the report of 36 krypton, have adjacent trade the personage discloses, although capital is accused,tighten, hai Hang still wishs to buy of purpose when, the hope depreciates buy. But should become in buy price respect to appear not to plan to yield.
"Nonexistent this option. " should express when the respect: Or cost price is bought, or abandons trading.
And once Hai Hang is stopped,buy, whether should meet when the net continue to seek sell? In the report of afore-mentioned I a dark horse, han Min's answer is " meeting " , he discloses already a lot of fund and those representing capital are become in connection, the strategy invests or financial investment is in consideration limits.
Besides when, still one day sea investment just bought the Ying Mai that does not have two years international also is being sought sell. Ying Mai and should become net, ever was regarded to be the two big movements of Internet of sea boat transition. Look now, transition is to did not talk to go up, still say money happen by chance again quite first.
Just passed need price and of the phase of appraise when, can maintain 7.5 billion yuan social status, also make a question mark even.
Of Hai Hang " acceptance " do not know to return can be valid, should answer when this " when " , it is a latent capacity after all still be a sweet potato of very hot hand also not was informed.