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恒大退市,许家印的豪华朋友圈被坑惨
创业家· 2025-08-16 10:10
以下文章来源于野马财经 ,作者野马财经 野马财经 . 关注资本市场、金融市场、新经济发展和商业创新 一个女人在许家印身上亏了上百亿。 来源:野马财经 作者:林玉麒 编辑:高岩 8月12日晚间,随着公告的发布,中国恒大(3333.HK)等来了自己的资本命运的终局:因连续 停牌18个月未复牌,且未能满足任何复牌指引要求,香港联交所决定取消恒大上市地位。 8月22日将是恒大最后 一个上市交易 日,8月25日上午9时起,这家曾经的中国最大民营房企 将正式退出资本市场舞台。 在联交所公告发布后,恒大方面表示"无意申请复核",彻底放弃了挣扎。 这家曾经市值超4000亿港元的房地产巨头,在停牌前股价已跌至0.163港元,市值仅剩21.52 亿港元,不及巅峰时期4000亿市值的0.5%。而在其崩塌的背后,是2.4万亿元的债务黑洞和 一场涉及数百家金融机构、数千家供应商、数百万购房者的巨大风暴。 这里插播一条课程资讯: 报名 「吴世春·泸州出行活动」 ,9月21号-23号 , 吴世春将亲自带队 100家企业家 , 去四 川泸州线下游学 , 探 访 下沉创新 , 寻找增长新引擎。 你 在 创业路上遇到的问题和想法 , 都可以找吴 ...
退市落定!恒大3500亿窟窿只填20 亿,资产还有多少?
商业洞察· 2025-08-14 09:26
Core Viewpoint - China Evergrande's announcement marks a significant end to its journey in the capital market, as the Hong Kong Stock Exchange has decided to cancel its listing status due to failure to meet resumption requirements after more than 18 months of trading suspension [4][6][7]. Group 1: Impact on Investors - Many investors are expressing despair over their losses, with some reporting losses of up to 500,000 yuan and feeling hopeless about recovering their principal [12][17]. - At its peak, Evergrande's market capitalization exceeded 400 billion HKD, but by the time of its suspension on January 29, 2024, its stock price had plummeted to 0.163 HKD, resulting in a market value of only 2.152 billion HKD, a decline of over 99% from its peak [14][16]. - The announcement clarifies that while shares remain valid post-listing cancellation, they cannot be traded on the exchange, leaving shareholders with little recourse [19][21]. Group 2: Financial and Legal Challenges - Evergrande is facing a massive debt crisis, with liabilities amounting to approximately 350 billion HKD (around 45 billion USD) as of July 31, 2025, and ongoing legal disputes involving 80 cases [24][28]. - The company has only managed to realize about 2.55 billion USD from asset liquidation, which is insufficient to cover its substantial debts [29][32]. - The complexity of Evergrande's corporate structure, with over 3,000 legal entities across various jurisdictions, complicates the asset liquidation process [31]. Group 3: Potential Asset Recovery - Evergrande's property management segment has shown some potential, with reported revenues of approximately 12.756 billion CNY and a net profit of about 1.032 billion CNY in 2024 [33]. - The liquidators are prioritizing the sale of Evergrande's property management business as a key source of value for creditors [34]. - There are ongoing discussions regarding potential investments in Evergrande's automotive division, which could provide significant funding if successful [35]. Group 4: Personal Financial Matters of Executives - The financial status of Evergrande's founder, Xu Jiayin, and his ex-wife, Ding Yumei, remains unclear, with reports suggesting significant asset transfers and purchases made by Ding in London [38][42]. - Legal actions have been initiated to recover approximately 6 billion USD in dividends and compensation from Xu and other executives, with asset freezes imposed on their global assets [43][44].
恒大退市前被讨债3199亿,清盘人手握资金不足14亿
Sou Hu Cai Jing· 2025-08-14 09:05
这家宇宙房企,2017年巅峰时市值高达4000亿港元,将许家印推上中国首富,但退市前只剩下21亿港 元。 "债主讨债3199亿、手里只有不到14亿;恒大退市,最揪心的还是债主们"。 停牌18个月,没等来"白衣骑士",没达到复牌条件,恒大毫无意外的被取消了上市地位;8月25日,从 港交所退市,16年上市路自此终结。 自2021年暴雷以来,围绕它发生的事,包括负债2.4万亿、史上最大财务造假案、刷新中国企业最高亏 损纪录、技术性离婚等等……最终走向被清盘的地步,足以入选教材书了。 如今看到恒大退市,最揪心的还是债主们。因为它在退市公告中,还夹着一份清盘进展报告。 到今年7月底,清盘人共收到187份债权证明表,恒大欠这些"表格主人"3199亿;未提交申索的债主,还 没有算在内。 但清盘人现在直接管控的实体资产价值,只有246.8亿元,可变现金额仅仅18亿元。更惨的是,这18亿 当中,只有7467万来自恒大;剩下的17亿多,基本是子公司持有的资产,目前回笼大概有13亿;其余的 涉及大量复杂的内部交易,想要用来甩卖还债,短期内操作难度很大。 估算下来,清盘人现在手里只有不到14亿,但欠债主们的钱至少有3199亿,杯水车 ...
昨天发生多件大事,事关懂王、李嘉诚,以及恒大!
Sou Hu Cai Jing· 2025-05-13 02:56
昨天,5月12日,是汶川大地震17周年纪念日! 当天,懂王再度挥刀药价,放话(签署行政令)要求药企大幅降低药价(对美国市场提供"最惠国价格")。 昨天,也发生了很多大事! 当晚,李嘉诚旗下"长和集团"发布公告回应"李嘉诚卖巴拿马港口"。 由于上述2则消息太重磅,昨天深夜有一则关于中国恒大(清盘中)清盘的进一步消息,可能被大家忽略了! 据知名媒体智通财经于昨天深夜发布的报道显示:就在当天,中国恒大清盘人团队向香港高等法院申请,要求判决此前一项"1美元转让 50%股份"的协议作废! 据上述公告显示:2年多前(2022年12月30日),彼时无力偿还债务的"盛建",仅以1美元的象征性价格,将自己持有的"CEG Holdings"50%股权,转让给了中国恒大(转让后持股100%)。 上述公告明确注明了上述公司之间的关联,其中被告方"盛建",全称"盛建(BVI)有限公司"(也于2024年7月22日被东加勒比最高法院颁 布清盘令),是中国恒大的间接全资子公司,注册地为英属维尔京群岛;而"CEG Holdings (BVI) Limited"也是中国恒大旗下附属公司。 上述消息一经发出,也吸引了不少网友的关注和讨论,其中一位 ...