“活下来”了！孙宏斌等来百亿级救援

43
3
Favorite

“活下来”了！孙宏斌等来百亿级救援

华尔街见闻2022-11-30

身陷资金困局的地产大佬，又可以活过来一个了。2019年，风头正盛的白衣骑士孙宏斌，以149亿总价从当时深陷泥沼的泛海卢志强手里，接下了两个豪宅项目，上海董家渡和北京泛海国际，这两个项目都是城市顶级豪宅的存在。转眼，当年的白衣骑士如今也需要白衣骑士来救了。而这两个豪宅项目，成了出险6个月的融创债务重组的突破口。11月28日，工商信息显示，融创中国将其持有的泛海国际建设89.7%股权，转让给了中信信托...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（3）

是龙不是虫
·2022-12-01
K
Reply
1
Report
Fold Replies
- 是龙不是虫:
  K
  2022-12-01
  Reply
  Report
zh2021
·2022-12-01
[微笑]
Reply
1
Report
zh2021
·2022-12-01
[微笑]
Reply
3
Report
Fold Replies
- zh2021:
  [微笑]
  2022-12-01
  Reply
  Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/1133786233?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/f1f161e88fa8de9ce4f4457224c02fa6","is_english":false,"pubTime":"2022-11-30 23:27","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1133786233","market":"hk","top_or_hot":-1,"title":"“活下来”了！孙宏斌等来百亿级救援","media":"华尔街见闻","content":"<div>\n<p>身陷资金困局的地产大佬，又可以活过来一个了。2019年，风头正盛的白衣骑士孙宏斌，以149亿总价从当时深陷泥沼的泛海卢志强手里，接下了两个豪宅项目，上海董家渡和北京泛海国际，这两个项目都是城市顶级豪宅的存在。转眼，当年的白衣骑士如今也需要白衣骑士来救了。而这两个豪宅项目，成了出险6个月的融创债务重组的突破口。11月28日，工商信息显示，融创中国将其持有的泛海国际建设89.7%股权，转让给了中信信托...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3676317\">Source Link</a>\n\n</div>\n","source":"wallstreetcn","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>“活下来”了！孙宏斌等来百亿级救援 </title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n“活下来”了！孙宏斌等来百亿级救援 \n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-30 23:27 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3676317><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>身陷资金困局的地产大佬，又可以活过来一个了。2019年，风头正盛的白衣骑士孙宏斌，以149亿总价从当时深陷泥沼的泛海卢志强手里，接下了两个豪宅项目，上海董家渡和北京泛海国际，这两个项目都是城市顶级豪宅的存在。转眼，当年的白衣骑士如今也需要白衣骑士来救了。而这两个豪宅项目，成了出险6个月的融创债务重组的突破口。11月28日，工商信息显示，融创中国将其持有的泛海国际建设89.7%股权，转让给了中信信托...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3676317\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"01918","symbol_name":"融创中国","start_time":0,"source_url":"https://wallstreetcn.com/articles/3676317","article_id":"1133786233","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/f1f161e88fa8de9ce4f4457224c02fa6"],"rights":{"source":"wallstreetcn","url":"https://wallstreetcn.com/articles/3676317","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1133786233","pubTimestamp":1669822029,"sourceInfo":{"source_id":"wallstreetcn","name":"华尔街见闻"},"weMediaInfo":null,"summary":"身陷资金困局的地产大佬，又可以活过来一个了。2019年，风头正盛的白衣骑士孙宏斌，以149亿总价从当时深陷泥沼的泛海卢志强手里，接下了两个豪宅项目，上海董家渡和北京泛海国际，这两个项目都是城市顶级豪宅","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"01918":"融创中国"},"translate_title":"\"Survive\"! Sun Hongbin and others came to tens of billions of rescues","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/f339d0512702a49503eb2d154f6924df","symbols_score_info":{"01918":0.9},"content_text":"身陷资金困局的地产大佬，又可以活过来一个了。2019年，风头正盛的白衣骑士孙宏斌，以149亿总价从当时深陷泥沼的泛海卢志强手里，接下了两个豪宅项目，上海董家渡和北京泛海国际，这两个项目都是城市顶级豪宅的存在。转眼，当年的白衣骑士如今也需要白衣骑士来救了。而这两个豪宅项目，成了出险6个月的融创债务重组的突破口。11月28日，工商信息显示，融创中国将其持有的泛海国际建设89.7%股权，转让给了中信信托及芜湖华融资本创誉投资中心，持股比例分别为64.7%、25%，融创的持股则降到了10.3%。泛海国际建设便是前述两个豪宅项目的主体。随着中信和华融的介入，这两个货值数百亿的项目，也将在外部资金的注入下得以盘活。一名国有AMC人士向华尔街见闻分析称，这就是要在项目层面对融创的资产进行盘活。通过获取项目的控股权，能和集团做风险隔离，保障项目持续开发。这也符合近期出台的“金融十六条”里的相关精神，比如鼓励金融机构区分项目和集团风险、鼓励信托等资管产品支持房地产合理融资需求。不过，获取控股权，不是为了掌控这家公司，而只是提供融资，项目仍由融创的团队操盘。有消息人士称，此次中信系将会带来80亿元资金，给予流动性支持。随着增量资金进入，项目就能滚动起来，对于融创的债务偿还也有好处。在偿还完相应债务后，多余的钱也会回流到集团。中信信托和华融接手融创资产，和之前中信银行协同中信集团盘活佳兆业超500亿货值资产类似，收购项目股权，注入资金，让项目公司逐步恢复正常经营，恢复造血能力。而选择这两个项目，也是因为其资产优质。前述AMC人士说，融创的这两个项目质地不错，当时信达等AMC机构也想和融创进行百亿级规模的合作。自此，5月份在公开市场违约的融创，终于有了重大的债务重组进展。孙宏斌苦苦谈判、斡旋了几个月的事宜，也有了着落。并且一下就是数百亿资产的盘活。孙宏斌是地产大佬当中努力自救的一个代表。从2021年下半年至今，孙宏斌已经陆续通过出售贝壳股权、配股、大股东无息借款以及处置资产等形式，回笼了近400亿元资金。然而今年以来市场超预期的下行，还是让他倒在了5月。有接近孙宏斌的人士表示，最近半年多里老孙几乎不在办公室，都是在各地奔波，就是为了找金融机构，寻求支持。如今，奔波了大半年的孙宏斌，终是迎来了白衣骑士的驰援。金融机构也是愿意支持孙宏斌的，融创的产品在市场上依旧还是有着不错的口碑。华尔街见闻也了解到，目前融创和债权人小组在沟通初步重组方案，大部分债权人也对融创通过债务重组表示支持。预计会在今年年内对外公布重组方案。就在前一天（11月29日）晚上，融创还公布了2021年业绩预告。这是融创股票要复牌的一个基本要素，也是孙宏斌和融创逐渐走出眼下困境的信号。克而瑞数据显示，今年前11个月，融创以1530.5 亿元的销售额排在全国第十，是碧桂园、龙湖之外，前十里少有的民营房企。同时，融创在上海销售额排在第三位。当然，想要复牌，融创还需要解决境外的清盘诉讼的问题。不过近期旭辉已和债权人达成了和解，债权人撤回了清盘呈请。随着这次中信系介入融创资产盘活，相信投资者也能够和融创方面寻找到合适的解决方案。种种迹象表明，孙宏斌这位地产界里以豪爽、敢言著称的大佬，在沉寂数月后，逐渐恢复了活力。接下来，便是通过对董家渡项目等的盘活，推动一批项目“活过来”。同时则是进一步获取债权人的支持，达成债务重组方案，以时间换空间。很多地产界、金融界人士都密切关注着融创和孙宏斌。他们期望在不久后，孙宏斌这位曾经在顺驰阶段摔倒重生的大佬，在融创身上又能上演一出“死而复生”的奇迹，他和这家公司在行业调整结束后，还能重新焕发生机。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9962450271,"gmtCreate":1669826559793,"gmtModify":1676538252179,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","vip":1,"hat":"https://static.tigerbbs.com/7b75ce0c34afff716602792a5d0929dd","crmLevel":2,"crmLevelSwitch":0,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"htmlText":"K","listText":"K","text":"K","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9962450271","repostId":1133786233,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":105013053,"gmtCreate":1669826567167,"gmtModify":1669826580315,"authorId":3582761146933339,"author":{"id":3582761146933339,"idStr":"3582761146933339","authorId":3582761146933339,"name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","vip":1,"currentWearingBadge":{"badgeId":"972123088c9646f7b6091ae0662215be-1","templateUuid":"972123088c9646f7b6091ae0662215be","name":"Elite Trader","description":"Total number of securities or futures transactions reached 30","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.65%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1100},"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9962450271,"type":1,"supId":0,"prevId":0,"content":"K<br>","text":"K<br>","html":"K<br>"}],"langContent":"EN"},{"id":9962422039,"gmtCreate":1669825906721,"gmtModify":1676538252042,"author":{"id":"3574387078391491","authorId":"3574387078391491","name":"zh2021","avatar":"https://static.tigerbbs.com/c227b611b9691752cedc6b263256bae1","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3574387078391491","authorIdStr":"3574387078391491"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962422039","repostId":1133786233,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9962426439,"gmtCreate":1669825888022,"gmtModify":1676538252034,"author":{"id":"3574387078391491","authorId":"3574387078391491","name":"zh2021","avatar":"https://static.tigerbbs.com/c227b611b9691752cedc6b263256bae1","vip":1,"crmLevel":3,"crmLevelSwitch":0,"idStr":"3574387078391491","authorIdStr":"3574387078391491"},"htmlText":"[微笑]&nbsp;","listText":"[微笑]&nbsp;","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9962426439","repostId":1133786233,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":105012978,"gmtCreate":1669825923271,"gmtModify":1669825936320,"authorId":3574387078391491,"author":{"id":3574387078391491,"idStr":"3574387078391491","authorId":3574387078391491,"name":"zh2021","avatar":"https://static.tigerbbs.com/c227b611b9691752cedc6b263256bae1","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":9962426439,"type":1,"supId":0,"prevId":0,"content":"[微笑]","text":"[微笑]","html":"[微笑]"}],"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":43,"commentSize":3,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}