又有房企遭“清仓减持”！知名机构巨亏超12亿，要彻底退出了
<script async src="https://pagead2.googlesyndication.com/pagead/js/adsbygoogle.js?client=ca-pub-1416119137658217"
crossorigin="anonymous"></script>
<ins class="adsbygoogle"
style="display:block"
data-ad-format="fluid"
data-ad-layout-key="-ef+6k-30-ac+ty"
data-ad-client="ca-pub-1416119137658217"
data-ad-slot="9398439682"></ins>
<script>
(adsbygoogle = window.adsbygoogle || []).push({});
</script>
<p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; white-space: normal;">中国基金报记者 吴羽</p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; white-space: normal;">进入虎年，房企的日子并没有好转。</p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; white-space: normal;">晚间，千亿闽系房企阳光城传来两则坏消息：一是股东泰康人寿拟清仓式减持；数据显示，自泰康人寿买入以来，阳光城股价早已腰斩，泰康人寿这一波投资巨亏超12亿元。</p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; white-space: normal;">一个是债务又出问题，阳光城被信托公司曝未能按照约定划付相应偿付资金。</p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; white-space: normal;"><span style="font-weight: bolder;">泰康人寿</span><span style="font-weight: bolder;">拟清仓式减持</span></p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; white-space: normal;">阳光城2月9日晚间公告称，持股3.99%股东泰康人寿拟清仓式减持。</p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; white-space: normal;">据公告，泰康人寿保险有限责任公司计划通过集中竞价交易、大宗交易等法律法规允许的方式，减持不超过约1.65亿股（165,174,779股）阳光城股份（占阳光城总股本的3.99%）。</p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; white-space: normal;">目前，泰康人寿持有阳光城股份165,201,279股（占公司总股本比例3.99%），计划减持阳光城股份数量占其持股数量的约99.98%。</p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; white-space: normal;">其中，通过集中竞价方式减持的，减持期间为公告披露日起15个交易日后的6个月内；通过大宗交易方式等法律法规允许的方式减持的，减持期间为公告披露日起3个交易日后的6个月内。</p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; white-space: normal;"><img class="content-picture" src="https://www.dfrlyy.com/zb_users/upload/2022/02/20220210192524_91894.png" style="border: 0px none; vertical-align: middle; max-width: 100%; margin: 0.6em auto; display: block;"/></p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; white-space: normal;">对于本次减持的原因，阳光城于公告中表示，泰康人寿根据公司资产配置需求和相关投资决策，拟通过集中竞价交易、大宗交易方式减持阳光城股份。</p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; white-space: normal;">阳光城方面还称，本次拟减持股份的股东不属于公司控股股东、实际控制人。本次减持计划的实施不存在导致公司控制权发生变更的风险，不会对公司治理结构及持续经营产生影响。</p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; white-space: normal;"><span style="font-weight: bolder;">2020年四季度买入</span></p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; white-space: normal;"><span style="font-weight: bolder;">随后惨遭腰斩，巨亏超12亿清仓</span></p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; white-space: normal;">资料显示，泰康人寿实在2020年四季度新近买入近3.5亿股阳光城，当时参考市值22.8亿元。</p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; white-space: normal;">殊不知，刚买入就疯狂被套。wind数据显示，2021年以来，阳光城股价早已腰斩。而截至三季末，着22.8亿元已经跌成14.58亿元了。</p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; white-space: normal;"><img class="content-picture" src="https://www.dfrlyy.com/zb_users/upload/2022/02/20220210192526_54905.png" style="border: 0px none; vertical-align: middle; max-width: 100%; margin: 0.6em auto; display: block;"/></p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; white-space: normal;">于是，2021年12月27日，泰康人寿已经先斩仓一波：泰康人寿及泰康养老于12月27日与泰禾建材签订《股份转让协议》，约定泰禾建材通过协议受让的方式，从泰康人寿及泰康养老受让阳光城7.41%的股份，共计3.07亿股。其中，泰康人寿转让1.85亿股股份（占阳光城总股本的4.46%）。当时股份转让的单价为3.05元/股（含税），即当时回款5.64亿元。</p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; white-space: normal;">如今股价已经跌破3元，按照当前市场价计算（假若后续止跌）保守估计泰康人寿在阳光城这一年多的投资，至少惨遭腰斩，亏超12亿元。</p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; white-space: normal;"><span style="font-weight: bolder;">未能按照约定划付相应偿付资金</span></p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; white-space: normal;">雪上加霜的是，晚间，金谷信托公告称，深圳前海联捷商业保理有限公司2020年度第一期华济建筑实业资产支持票据于2020年12月22日发行。根据《“20华济建筑ABN001优先”展期兑付和解协议》约定，共同债务人阳光城集团股份有限公司应于2022年2月8日前划付足额资金用以兑付“20华济建筑ABN001优先”截至相应支付日部分本金及应付利息<span style="font-weight: bolder;">，但由于</span><span style="font-weight: bolder;">阳光城集团</span><span style="font-weight: bolder;">近期流动性压力较大，截止2022年2月8日日终，共同债务人未能按照约定划付相应偿付资金。</span></p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; white-space: normal;">共同债务人阳光城集团已申请就本期资金划付及本息兑付方案进行调整，发行载体管理机构和主承销商拟于近期召集资产支持票据持有人会议就兑付方案调整等相关事项进行决议，及时跟进共同债务人兑付资金筹措情况。</p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; white-space: normal;"><img class="content-picture" src="https://www.dfrlyy.com/zb_users/upload/2022/02/20220210192527_19881.png" style="border: 0px none; vertical-align: middle; max-width: 100%; margin: 0.6em auto; display: block;"/></p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; white-space: normal;">资料显示，该债券余额4.501亿元，本期应偿付本金金额4990万元，利息近652万元。</p><p class="one-p" style="margin-top: 0px; margin-bottom: 2em; padding: 0px; line-height: 2.2; overflow-wrap: break-word; font-family: "Microsoft Yahei", Avenir, "Segoe UI", "Hiragino Sans GB", STHeiti, "Microsoft Sans Serif", "WenQuanYi Micro Hei", sans-serif; font-size: 18px; white-space: normal;"><img class="content-picture" src="https://www.dfrlyy.com/zb_users/upload/2022/02/20220210192528_95160.png" style="border: 0px none; vertical-align: middle; max-width: 100%; margin: 0.6em auto; display: block;"/></p>
<script async src="https://pagead2.googlesyndication.com/pagead/js/adsbygoogle.js?client=ca-pub-1416119137658217"
crossorigin="anonymous"></script>
<ins class="adsbygoogle"
style="display:block"
data-ad-format="autorelaxed"
data-ad-client="ca-pub-1416119137658217"
data-ad-slot="9866139705"></ins>
<script>
(adsbygoogle = window.adsbygoogle || []).push({});
</script>
</br>微信搜索公众号【深圳家】或者直接搜索【i-shenzhen】，获取更多信息
页:
[1]