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华夏幸福多方博弈,股东质疑“重整”后债委会又要“查账”
Di Yi Cai Jing Zi Xun· 2025-11-21 15:01
针对"平安系"董事对预重整程序的质疑,华夏幸福方面也进行了回应。 11月21日,华夏幸福在投资者平台上表示,公司是在收到债权人向法院申请对公司进行重整及预重整 《告知函》、法院送达的《通知书》后,知悉被债权人申请重整及预重整事项,并按规定履行了信息披 露义务。 围绕华夏幸福"预重整"一事,债权人和公司各方还在持续博弈。 11月21日,据华夏幸福债委会方面消息,该债委会今日发起《授权主席单位平安资管聘请会计师事务所 对华夏幸福进行专项财务尽调的议案》,并获得通过。 根据决议,华夏幸福债委会将授权平安资管,以债委会名义从四大会计师事务所中聘请一家,对华夏幸 福的财务状况开展专项尽职调查工作。11月24日起,债委会工作组将进驻华夏幸福,开展专项财务尽调 的前期准备工作。 公开信息显示,早在2021时,华夏幸福已成立债委会进行债务处置。主席单位由中国工商银行、平安资 管、廊坊银行(后增补)出任;副主席单位由中国农业银行、渤海银行、中信信托、光大证券出任;其 他主席团成员还包括中融国际信托、陕西省国际信托、招商银行、中国农业发展、中信银行等。 针对债委会拟派驻工作组尽调一事,截至目前华夏幸福还未有回应。 近日来,因华夏 ...
华夏幸福金融机构债委会:11月24日起将对华夏幸福进行财务尽调
Mei Ri Jing Ji Xin Wen· 2025-11-21 13:10
每经上海11月21日电(记者涂颖浩)11月21日,《每日经济新闻》记者从华夏幸福一债权人处获悉,华 夏幸福债委会当日发起的《授权主席单位平安资管聘请会计师事务所对华夏幸福进行专项财务尽调的议 案》获得通过。 根据决议,华夏幸福债委会将授权平安资产管理有限责任公司以债委会名义从四大会计师事务所中聘请 一家有专业能力的会计师事务所,对华夏幸福公司财务状况开展专项尽职调查工作,签署聘请合同,相 关费用由华夏幸福承担,整体费用预计不超过300万元。如华夏幸福暂时无法付款,由平安资管推动解 决。 (文章来源:每日经济新闻) 根据工作安排,债委会工作组将自2025年11月24日起进驻华夏幸福,开展专项财务尽调的前期准备工 作。 据悉,上述议案表决收到的同意票中,成员票合计26票,代表债权本金敞口余额合计501.2亿元。投同 意的成员票超过主席团全体成员票的二分之一,投同意的成员票所代表的债权本金敞口余额超过主席团 全体成员本金敞口的三分之二。 ...
华夏幸福预重整公告遭董事王葳质疑,副总裁回应:信披合规,预重整是公司彻底化解债务风险难得机会
Xin Lang Cai Jing· 2025-11-21 12:52
Core Viewpoint - The current director of China Fortune Land Development Co., Ltd., Wang Wei, publicly questioned the company's recent pre-restructuring announcement, claiming she was unaware of it and that it violated corporate governance procedures [2][3]. Group 1: Announcement and Governance Issues - Wang Wei stated that she was not informed about the pre-restructuring announcement made on November 17, 2025, and that the company did not provide her with relevant documents or seek her opinion [2]. - The announcement was made without a board meeting or proper deliberation, which Wang Wei argues violates the company's articles of association and basic governance procedures [2]. - Wang Wei has filed a complaint with regulatory authorities regarding the announcement's legitimacy and the lack of a proper decision-making process [2]. Group 2: Company Response and Legal Framework - The company's vice president, Feng Nianyi, clarified that there are two modes for pre-restructuring applications: one initiated by creditors and the other by the company itself. The creditor-initiated application does not require board or shareholder approval [3]. - Feng Nianyi emphasized that the company is obligated to disclose the pre-restructuring application as soon as it is aware of it, as per the regulations set by the Shanghai Stock Exchange [3][4]. Group 3: Financial Situation and Shareholder Actions - The company is currently in a state of insolvency, and the pre-restructuring process is seen as a critical opportunity to resolve debt risks and protect creditors and shareholders [5]. - There has been a recent reduction in shareholding by the largest shareholder, China Ping An Life Insurance Co., which plans to reduce its holdings by up to 117.41 million shares, representing no more than 3% of the total share capital [5][6]. - As of October 24, the shareholding of Ping An Life and its asset management arm decreased from 25.19% to 24.99%, with Ping An Life's direct holdings dropping from approximately 98.41 million shares to 97.79 million shares [6].
华夏幸福债委会要求查账,质疑资金流向不明
21世纪经济报道· 2025-11-21 12:45
该方案最终获得通过,但在投票中,赞成与反对的比例为55.3%:44.6%,说明有债权人对此 表示反对。 根据决议,华夏幸福债委会将授权平安资产管理有限责任公司(下称"平安资管")以债委会名 义从四大会计师事务所中聘请一家有专业能力的会计师事务所,对华夏幸福的财务状况开展专 项尽职调查工作。 根据工作安排,债委会工作组将自2025年11月24日起进驻华夏幸福,开展专项财务尽调的前 期准备工作 。 据悉, 此次财务尽调主要针对化债方案不透明、资金去向存疑等问题 。 2021年初,华夏幸福出现债务违约。当年2月,在河北省、廊坊市及各监管机构等单位的牵头 下,华夏幸福成立债委会,进行债务处置。主席单位由中国工商银行、平安资管、廊坊银行 (后增补)出任;副主席单位由中国农业银行、渤海银行、中信信托、光大证券出任;其他主 席团成员包括中融国际信托、陕西省国际信托、招商银行、中国农业发展、廊坊银行以及中信 银行等。 2021年9月末,华夏幸福制定了债务重组计划,以"卖、带、展、兑、抵、接"等六种方式清 偿,宣称要在2—3年内把资产负债率降到70%以下。 记者丨张敏 编辑丨张伟贤 按照方案,华夏幸福承诺2023年年底应向债权 ...
华夏幸福债委会要求查账 质疑资金流向不明
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-21 12:13
2021年9月末,华夏幸福制定了债务重组计划,以"卖、带、展、兑、抵、接"等六种方式清偿,宣称要 在2-3年内把资产负债率降到70%以下。 按照方案,华夏幸福承诺2023年年底应向债权人兑付约30%的现金,但截至目前实际清偿率不到5%。 此外,华夏幸福的货币资金从144亿元暴跌到近30亿元,同样引发部分债权人的质疑。 11月21日,21世纪经济报道记者获悉,华夏幸福债委会于今日发起《授权主席单位平安资管聘请会计师 事务所对华夏幸福进行专项财务尽调的议案》,并获得通过。 根据决议,华夏幸福债委会将授权平安资产管理有限责任公司(下称"平安资管")以债委会名义从四大 会计师事务所中聘请一家有专业能力的会计师事务所,对华夏幸福的财务状况开展专项尽职调查工作。 根据工作安排,债委会工作组将自2025年11月24日起进驻华夏幸福,开展专项财务尽调的前期准备工 作。 据悉,此次财务尽调主要针对化债方案不透明、资金去向存疑等问题。 2021年初,华夏幸福出现债务违约。当年2月,在河北省、廊坊市及各监管机构等单位的牵头下,华夏 幸福成立债委会,进行债务处置。主席单位由中国工商银行、平安资管、廊坊银行(后增补)出任;副 主席单位 ...
华夏幸福回应平安:预重整公告不违规 董事要从利益最大化出发
2 1 Shi Ji Jing Ji Bao Dao· 2025-11-21 10:45
Core Viewpoint - The response from Feng Nianyi, a director of Huaxia Happiness, clarifies the legal framework surrounding the company's pre-restructuring application, emphasizing that the process does not require board or shareholder approval when initiated by creditors [1][2]. Group 1: Pre-restructuring Application - There are two modes for applying for pre-restructuring: one initiated by creditors and the other by the company itself. Only the latter requires board and shareholder meetings [1]. - The company must disclose the acceptance of a creditor's application for pre-restructuring as a legal obligation, without needing prior board or shareholder approval [1][2]. Group 2: Company’s Financial Situation - The company is currently in a state of insolvency, and the pre-restructuring process is viewed as a critical opportunity to resolve debt risks and facilitate recovery [1]. - The creditor, Longcheng Construction, has filed for pre-restructuring due to outstanding payments of approximately 4.172 million yuan owed by Huaxia Happiness for municipal engineering work [2]. Group 3: Internal Disputes - Director Wang Wei expressed that he was unaware of the announcement regarding the pre-restructuring and has raised concerns about the compliance of the announcement process, leading to a complaint to regulatory authorities [3]. - Wang Wei has a history of opposing company decisions, including a vote against the half-year report due to concerns over asset replacement handling [3]. Group 4: Shareholder Dynamics - Ping An is the largest shareholder of Huaxia Happiness, indicating potential conflicts of interest and differing perspectives on the company's restructuring strategy [4].
华夏幸福又有董事发声:上市公司被债权人申请预重整的,无需提前上董事会、股东会
Di Yi Cai Jing· 2025-11-21 10:30
日前,华夏幸福因一笔417万的工程款被债权人申请重整,法院已受理"预重整"程序,但公司现任董事 王葳称其对预重整完全不知情,对相关程序表达了异议。(第一财经记者 孙梦凡) "我本人在公告对外发布前也并不知悉。"他表示,上市公司应当在知悉被申请预重整、法院裁定受理预 重整事项时即进行披露,这是法定强制义务,不需要提前上董事会、股东会。而公司无论是否对申请有 异议,最终均应由法院判断是否受理预重整,公司无权决策。 11月21日,华夏幸福董事冯念一表示,上市公司预重整有两种申请模式,一种是被债权人申请,一种是 上市公司主动申请。被债权人申请的不需要开董事会、股东会;只有上市公司主动申请的,才需要提交 董事会、股东会审议,这是上交所《自律监管13号指引》第9条明确规定的。 ...
华夏幸福董事回应平安系王葳投诉:如果错过预重整机会,公司难恢复生机
Sou Hu Cai Jing· 2025-11-21 10:14
Core Viewpoint - The company is undergoing a pre-restructuring process to address its debt issues, which is seen as a crucial opportunity for debt resolution and future development [1] Group 1: Company Response to Debt Restructuring - The company asserts that regardless of any objections from creditors regarding the pre-restructuring application, the final decision lies with the court [1] - The company emphasizes that it is legally obligated to disclose the pre-restructuring application and court acceptance without needing prior board or shareholder approval [1] - The company acknowledges its current financial distress, stating that the pre-restructuring is a rare chance to mitigate debt risks and protect the interests of creditors and shareholders [1]
400万工程款引爆千亿房企“大雷”万亿中国平安与华夏幸福决裂?
Xin Lang Cai Jing· 2025-11-21 06:03
Core Viewpoint - The announcement of China Ping An's board member Wang Wei expressing ignorance about Huaxia Happiness's bankruptcy pre-restructuring application highlights internal conflicts and raises questions about the company's financial stability and governance [1][5]. Group 1: Company Financial Situation - Huaxia Happiness has accumulated a debt of 245.69 billion yuan, with a significant portion of this debt being unpaid to creditors, including a 417.16 million yuan construction payment owed to Longcheng Construction [2][4]. - The company's financial performance has deteriorated, reporting a revenue of 3.882 billion yuan for the first three quarters of 2025, a 72.09% decrease year-on-year, and a net loss of 9.829 billion yuan [3][4]. - As of October 31, 2025, Huaxia Happiness's total liabilities reached 2.64739 trillion yuan, with nearly 90% of financial creditors having reached debt restructuring agreements [3][4]. Group 2: Shareholder Dynamics - China Ping An holds approximately 25.05% of Huaxia Happiness's shares, having invested nearly 18 billion yuan for 7.58 million shares in 2018, but has since incurred a cumulative loss of 60 billion yuan from this investment [1][5]. - Wang Wei has consistently opposed Huaxia Happiness's financial reports and debt restructuring plans, indicating a long-standing conflict between China Ping An and Huaxia Happiness's management [6][7]. - Following the decline in Huaxia Happiness's net asset value, which has decreased by 93.54% since China Ping An's initial investment, the company plans to continue reducing its stake to mitigate losses [7].
中资离岸债每日总结(11.20) | 农业银行(01288.HK)、三峡国际等发行
Sou Hu Cai Jing· 2025-11-21 02:59
Group 1 - The Federal Reserve's October FOMC meeting minutes reveal significant internal divisions regarding future interest rate cuts, with discussions covering inflation risks, labor market cooling, and economic growth uncertainties [2] - The Fed ultimately voted 10 to 2 to lower the federal funds rate by 25 basis points, bringing the target range to 3.75% to 4%, but the decision was reached after intense debate [2] - There is a notable split among Fed officials regarding the appropriateness of further rate cuts in December, with some advocating for cuts if economic conditions align with expectations, while many prefer to maintain current rates [2] Group 2 - Following the release of the minutes, market expectations shifted significantly, with the probability of a December rate cut dropping from nearly 50% to around 30%, while the likelihood of no change rose to nearly 70% [2] - The swap market adjusted the expected cut magnitude for December from 11 basis points to just 6 basis points [2] Group 3 - In the primary market, four companies issued bonds today, including a merger agreement between CICC and two other securities firms, which requires board and regulatory approvals [4] - China Great Wall Asset Management announced plans to dispose of its debt claims against Evergrande Group, totaling approximately 1.09 billion yuan, with a principal amount of about 959 million yuan [4] - Zhongjun Group is seeking court approval for a creditor meeting to discuss a restructuring plan, with a hearing scheduled for March 24, 2026 [4]