頗懷疑這時候放出金融穩定法風聲,是為了接下來的違約潮與更嚴苛的資金管制做準備。前者可能是不認帳或轉移損失,後者可能是將各方面資金限制檯面化降低流動。
"中國銀行央行副行長劉桂平也在3月的1篇文章敦促改革,他指出,中國的金融規則過於分散,可以借鑑美國的《多德—弗蘭克法案》及其他主要經濟體的金融改革經驗。劉桂平認為,中國需要一致的金融穩定法。
劉桂平已向全國人大呈交提案,並建議在條件成熟時盡快出台。但北京威諾律師事務所合夥人Yang Zhaoquan指出,完成這項法案可能得花上3到5年的時間,他稱,由於風險事件接連出現,不僅損害市場,還波及金融及社會穩定性,因此迫切需要更多且強大法律工具。
《彭博》指出,像共產黨這樣執著於「掌控」的政府,在監管金融機構的行為似乎不太一致,一方面是疏忽對華融的監管,導致該公司爆發財務危機,一方面卻又警告像螞蟻集團這樣的公司影響力過大。"
中國的私人上市企業國有化早已開始:
“中國《21經濟網》報導,從數據上看,中國國有資本瘋狂掃貨A股上市公司股權,主要是地方國資,控制權易主成國資的統計(已完成過戶),2018年有16家、2019年34家從民企業變國企,而2019年更佔當年民企易手數量的6成,2020年有40家,佔易手民企的51.95%。”
“這些國資在取得控制權後,就會透過協議轉讓及表決權委託的形式,公司控制權轉移到各地政府手上。
這些上市公司控制人易主給國資,幾乎都是大股東「甩賣」資產,而國資「撿漏」成老為老闆,不過,其中的背景之一是,2018年IPO審核從嚴,逼得民企只能四處融資或引進新的資金,產生「國資紓困潮」,一堆民營公司「被易手」成國資公司,2019年不止融資更嚴,且經濟下行壓力加大,民企流動性危機加劇,致使控制權易手數量再創新高。”
WSJ關注孫大午案並對審判做了報導:
[“Is it dangerous when private businesses grow big? Is it not dangerous when state-run enterprises grow big?” Mr. Sun told the court on Wednesday, according to a transcript provided by the defense team. “I really hope that Dawu Group’s experience can let President Xi know that the implementation of socialism can work and can withstand examination from everyone.”
In his statement, Mr. Sun sought leniency for his company. “It’d be best for me to admit guilt and wrongdoing, for me to bear the burden,” he was quoted as saying. After the verdict was announced, Mr. Sun told his lawyer that he wants to appeal against his conviction, according to the defense team.]
BBC和美聯社也沒漏掉孫大午案:
"Other charges against him include illegally occupying farmland, assembling a crowd to attack state agencies and obstructing government workers from performing their duties. He was also fined 3.11 million yuan ($478,697; £343,227).
Sun's company is among China's biggest, with businesses ranging from meat processing and pet food to schools and hospitals.
He was reportedly detained last year, along with 20 relatives and business associates, over a land dispute with a government-run farm.
At the time, he said dozens of his employees were injured in an incident with police related to the dispute, according to an AFP report."
"《中國基金報》報導,恆大爆雷事件是2021中國房市冷熱的分水嶺,上半年才創百城成交量新高,還來不及慶祝,下半年市場急凍,中國央企及地方國企卻快速吃進土地及轉進民企分拆後股份,全年新增土地量市值佔TOP20市值點至63%,民企則降至到37%,恆大集團從6000億人民幣(下同)跌到256億,排名從第2跳水至61。"
"民企衰退的同時,中國央企和地方國企開發商逆勢崛起,包括銷售額及儲地速度,都快速搶過民企。包括中國鐵建、萬科、保利、中海、華潤置地、金地、廈門國資旗下建發房產、廣州國資背景的越秀地產等都高速發展。"
看來中國決定要讓房企排隊按序挨個下市:
"所謂「一司一策」,是指制定針對性的風險化解方案,做好投資者溝通,保障投資者合法權益,維護市場穩定。具體包括,協助融資平台透過展期、借新還舊、置換等方式,合理降低債務成本、優化期限結構等。"
中國這個房企安全下庄的隊伍大概就這五十家?
"A list of 50 state-owned and private developers will guide financial institutions in providing support via bank loans, debt and equity financing, Bloomberg said in a report on Monday, citing people familiar with the matter.
彭博(Bloomberg)周一援引知情人士的話報導稱,中國將通過一份有50家國有和民營開發商的名單引導金融機構以銀行貸款、債務和股權融資形式提供支持。"
房企白名單三個月後才落實:
"中國住建部召開城市房地產融資協調機制部署會後,部分城市向銀行推送房地產項目「白名單」,其中南寧市向當地金融機構推送第一批107個房地產項目白名單,而北投荷院項目已獲民生銀行南寧分行人民幣3.3億元(約新台幣14億元)開發貸款。房地產項目白名單第一筆貸款也由此落地。
此外,重慶市透過房地產融資協調機制整理出314個第一批房地產項目白名單,融資需求約830億元、涉及22家融資機構。項目白名單已向轄內大型銀行、股份制銀行、異地城商行及3家市屬法人銀行等28家主要銀行推送。"
隨便一個沒聽過的六盤水市水城區政府就能鬧出金額不小的商業糾紛:
"X(前推特)帳號李老師不是你老師今日(27)發文表示,2023 年年末,在貴州省高級人民法院聽證會召開當天,馬藝珈伊被地方公安以涉嫌尋釁滋事罪刑事拘留。而在她之前,為她代理債務執行的律師、律師助理等 10 餘人,也已被刑事拘留,涉嫌罪名均為尋釁滋事罪。
據部分公開材料顯示,六盤水市水城區政府共欠企業約 2 億 2 千萬人民幣(約 9 億 6,642 萬台幣)。而地方政府一份文件則承認有 9 千萬人民幣(約 3 億 9,531 萬台幣)欠款。
經多方證實,馬藝珈伊等人被抓前,區政府一度提出以 1,200 萬人民幣(約 5,270 萬台幣)化解所有債務,被她和代理律師拒絕,隨即案發。"
貴州政府賴帳的新聞都上WSJ了~
[ “Now they don’t even bother to pretend, they are committing daylight robbery,” one commentator wrote in an essay that garnered more than 100,000 views on the WeChat
social-media app. “Using power to suppress the law and grasping power to play tricks, deadbeats with power are the deadliest.”]
https://www.wsj.com/world/china/detention-of-chinese-businesswoman-owed-money-by-the-state-sparks-nationwide-outcry-b12d6da6?mod=china_news_article_pos1