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中国互联网企业再度遭殃，这次轮到了新浪微博。 中国国家网信办14日在所属微信公众号“网信中国”上公告，近日依法约谈微博主要负责人、总编辑，因微博屡次发布、传输违法讯息，情节严重，依据《网络安全法》《未成年人保护法》等法律法规，要求立即整改，并对营运新浪微博主体的“北京微梦创科网络科技有限公司”开罚300万元人民币。公告指出，今年1至11月，新浪微博已遭处罚44次，多次是顶格的50万元罚款，累计罚款达1430万元。 中国网信办直接听命于中共中央，控管舆论， 整肃互联网企业， 也是勒令在美国上市的滴滴出行下市的权利部门。 11月19日召开的首届中国网络文明大会上，中国国家主席习近平就写贺信强调“净化网络空间”；在此之前，中国政府在9月发布关于建设“网络空间文明”的指导意见，敦促各级政府强化互联网平台的责任。 仅本月遭到网信办约谈罚款的就有数个互联企业。12月2日，中国网信办以“屡次出现违法内容”为由，对社交媒体平台豆瓣处以150万元的罚款。一周后，工信部责令下架106款手机应用程式，理由是违反《个人信息保护法》等相关法规、侵犯用户数据隐私，豆瓣就是其中之一。 过去一年，中共中央的领导通过网信办对大型科技平台进行了严厉的监管打击，相关政府机构针对从垄断行为到数据安全实践的问题进行整治。在反复强调党领导一切， 在意识形态凌驾互联网经济的中国，互联网、电商、游戏、教育培训、直播售货等新经济都成为中国共产党严厉管控的目标。 针对这些商业模式的重拳打压的经济影响， 所造成的企业缩小规模、裁员导致工人失业， 已经在社会层面慢慢浮现出来。 |
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Angry Chinese investors occupied a conference room at China Evergrande's headquarters in Shenzhen in July 2021
After months of bad publicity for China Evergrande Group in Chinese social media, and reports of domestic investors' protests in multiple cities in China after Evergrande's non-payment of its wealth management products, finally came Fitch Rating's downgrade of China Evergrande to 'Restricted Default' on December 9. Any investor who counts on timely rating changes to make investment decisions will be disappointed by the slowness of the downgrade. In its December 9 statement, Fitch said “The downgrades reflect the non-payment of coupons due 6 November 2021 for Tianji’s USD645 million 13% bonds and USD590 million 13.75% bonds after the grace period lapsed on 6 December. The non-payment is consistent with an ‘RD’ rating, signifying the uncured expiry of any applicable grace period, cure period or default forbearance period following a payment default on a material financial obligation”. S&P Global said “default looks inevitable for Evergrande” and in the coming days. Moodys is even slower than Fitch Ratings and has not issued any statement with regard to China Evergrande yet. Such is the speed of issuing rating changes for the “big 3” global ratings agencies. Better late than no action at all. The Fitch downgrade gives creditors a legal tool to force action upon the company by initiating bankruptcy proceedings. Should Evergrande be liquidated in the event of a formal default, some analyst says creditors are unlikely to be paid much more than 5% of their claims. In that situation, creditors may have to deal with Guangdong government that is controlling China Evergrande Group, which means months if not years of negotiations and possible law suits. So do large creditors want insolvency? Mr. Hui Ka Yan made some efforts to pay back China Evergrande's international debt, including selling 2 private jets and mansions in Hong Kong and Los Angeles, along with the sale of subsidiaries. The proceeds from such sales are far from sufficient to cover even the bond interests coming due in December, not to mention those due in the next few months. According to Dr. Marco Metzler, a critic of Evergrande and the management its bonds has named five large global financial institutions that he says will be forced to write-off some $23 billion as a result of the Fitch downgrade. “Companies like BlackRock, Ashmore Group, Allianz, HSBC or UBS own the most bonds,” he says. “It is also striking that although Chinese real estate giants have been in crisis for a long time, those funds bought additional securities even shortly before Evergrande’s insolvency. BlackRock’s portfolio, for example, saw a net addition of 31.3m shares in Evergrande bonds between January and August 2021. The fund holds 1% of its portfolio assets in Evergrande. “Between January and July, HSBC increased its holdings in Evergrande bonds by a full 40%. The UBS Asian high-yield bond fund reduced its exposure to Evergrande by 0.09 percentage points, but the number of shares rose by 25% in May. “Allianz Dynamic Asian High Yield Bond also had a higher weighting of Evergrande of 2.56% at the end of July.” One conclusion is that these financial investors firmly but incorrectly believe that the debt of China Evergrande has implicit guarantee of the Chinese government. They believe the Chinese government will act rationally and not to hurt their image on the international financial bond market. The reality is that Xi's government is no rational government. The other conclusion is that these financial investors are either so badly informed or simply ignored the reports of protests of Chinese investors who demanded China Evergrande live up to its promises of financial products, some of which defaulted as early as June, 2021. |
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周五最新消息，中国恒大集团(China Evergrande Group)董事会主席许家印声称公司将无力偿还2.6亿元美元债务， 将引发恒大集团交叉无力偿还高达$192亿的美元债务。紧随其后， 中国广东省政府“应恒大集团请求”将派人入住中国恒大集团，介入帮助中国恒大集团应对其危机。这将意味着中国恒大集团或许被中国广东省政府接管、控制甚至差分成几家公司，中国恒大集团辉煌历程就此开始走上结束。 据美国华尔街日报4日消息，这家陷入困境的开发商所在的中国南方省份广东省政府周五晚间表示，将应恒大请求派出工作组，帮助该公司管控其风险。广东省政府表示，是在官员约谈该公司董事长许家印后做出这一决定的。 广东省政府补充说，工作组将监督和加强该公司的风险管理和内控管理，并帮助恒大维持正常经营。 中国央行周五晚间表示，支持广东省政府的介入决定。中国的银行和证券监管机构也表示，他们将共同合作，以维护更广泛的房地产行业的健康。 曾几何时， 许家印是中国崛起的代表人物， 风光无限。 但是现在看来， 很像是用借新债来偿还旧债的道路已经走不下去的局面还是来了。
有多个中国知名影星， 包括知名的范冰冰前来助阵， 效果非常好。
许家印是中国共产党认可的商业精英， 也是中共党员。他自称 “没有共产党就没有恒大”。 此时他和范冰冰同台， 可以说是光环笼罩， 是个成功共产党员、商人加男明星了。 2012年， 许家印在恒大集团的业绩光环的笼罩下， 在北京参加人大政协， 全国人大两会时冲破记者的围追堵截，傲娇跑开，只留下腰间明晃晃的爱马仕皮带。 许家印老板被称为 “皮带哥”，下图也成了他得意风光的写照。
那时许家印的心情非常好，满面春光。 许家印在事业巅峰的时候， 携手妻子回乡探望过去的故土， 被家乡人称赞。
然而， 风水突变，因为市场变化和资金短缺， 恒大集团理财公司产品开始爆雷， 不少明星买入的理财产品成了中国恒大集团财务破产的开端。
在多个债务到期之日， 中国恒大开始感觉到没有足够的资金偿还债务了。
这是许家印在香港的部分豪宅， 据传已经售出两栋。
许家印已经售出两架飞机其中的一个机型，两架飞机均由美国飞机投资公司购入。 这是飞机停在机场时的外形。
第三架正在出售中的 Airbus ACJ330 宽机身喷气机是花费 $2.2亿美元购入， 目前正在市场上寻找买家。飞机内舱设计极为摩登漂亮、舒适豪华。 许家印拥有的私家游艇，就非常奢适豪华了。
这是一款设计先进， 超豪华的游艇。
游艇夹板上的游泳池。
游艇与夹板衔接的客厅。
这是游艇的主卧房。
只要你有心情， 从游艇望出去的景色可以是世界上变化的各种美景。 难道那句话 - 在中国做企业的老板都没有好下场 - 真的应验了？ 连身为共产党员老板们命运也会是同样结局吗？ |
