Huarun would rather give up Vanke than give it up-www.88xoxo.com

Huarun would rather give up Vanke than to abandon it the sina finance opinion leader column (WeChat public kopleader) columnist Jiang Bojing Huarun had to lose one major shareholder position is very indifferent, there is a reason; but today, Huarun in Dong’e on Ejiao refuses to let go, there’s a reason. The past Vanke and today’s Dong’e donkey hide gelatin are totally different. Huarun would rather give up Vanke than to abandon it with rumors of the treasure to private relations and Huarun, this time in Dong’e Jiao battlefield into a tit for tat opponent! According to the August 13th "Dong’e Ejiao: 2016 semi annual report" shows that Bao Bao’s Qianhai life Holdings Dong’e Ejiao, Dong’e Ejiao third major shareholders, the shareholding ratio has increased to 4.17%, 5% of the placards red line has only one step away. "Semi annual report" and the "other" shows: in June 21, 2016 the company received a controlling shareholder of Huarun Dong’e gelatin Co. notification, Huarun Dong’e E-Jiao shareholders of Huarun pharmaceutical investment Co., Ltd. from April 20, 2016 to May 5, 2016 through the two grade market holdings of shares 30476110 shares, representing the company’s total issued shares of 4.66%." Huarun pharmaceutical investment Co., Ltd., 4.66% of the shareholding ratio, coupled with Huarun Dong’e donkey hide gelatin Co., Ltd., 23.14% of the shareholding ratio, "Huarun Department" in Dong’e donkey hide gelatin absolute "boss" position is more stable. In other words, in the Bao Energy Department of Dong’e donkey hide gelatin holdings at the same time, Huarun series of large-scale holdings to deal with. Obviously, Huarun does not want to lose the position of the largest shareholder of Dong’e Ejiao, and more do not want to give treasure any chance. This confrontation, let me doubt before someone said that Huarun and treasure can privately related statements. At the same time, I remember the original treasure of barbaric invasion of Vanke, Huarun "indifferent" attitude. At that time, Huarun just made a form of resistance, and we let the treasure to the dash. At this time, I can not help but have such a question: the same is the face of the holdings of treasure, why the original Huarun "abandon" Vanke, and today to "protect" Dong’e donkey hide gelatin? It’s really fascinating. Think carefully, this kind of "abandon", "protect", in fact, is very reasonable. First of all, Huarun’s internal situation is different. At first, when the treasure can enter Vanke, Huarun was "an eventful year". Although no ", but everything is still to full-scale reconstruction is under way." rest state. At that time, it was not realistic for Huarun to participate in such a large-scale capital campaign. But now, Huarun has been stable, can take time for any challenge. Huarun in Dong’e Jiao on equity Diamond cuts diamond., belonging to the different ways of coping with different! Second, the relationship between Vanke and Huarun, Dong’e donkey hide gelatin and Huarun’s relationship, there is a big difference. In the era of Huarun or Vanke largest shareholder, Vanke in Huarun, just like a stocking out of children. In addition to the name of Huarun is the largest shareholder of Vanke, Huarun Vanke is basically no matter what. And Dong’e Arab League

华润宁可放弃万科也不愿放弃它   文 新浪财经意见领袖专栏(微信公众号kopleader)专栏作家 姜伯静   当初华润对失去万科第一大股东地位之所以很淡然,是有原因的;而今天,华润在东阿阿胶上不肯放手,也是有原因的。昔日之万科与今日之东阿阿胶,完全不可同日而语。 华润宁可放弃万科也不愿放弃它   风传有着私下关系的宝能和华润,这一次在东阿阿胶的战场上成了针锋相对的对手!   根据8月13日的《东阿阿胶:2016年半年度报告》显示,宝能旗下的前海人寿增持东阿阿胶,为东阿阿胶第三大股东,持股比例已增至4.17%,距离5%的举牌红线已经只有一步之遥。   而《半年度报告》的“其他情况说明”则显示:“2016年6月21日公司接控股股东华润东阿阿胶有限公司通知,华润东阿阿胶的股东华润医药投资有限公司自2016年4月20日至2016年5月5日通过二级市场增持公司股份30,476,110股,占公司已发行总股数的4.66%。”   华润医药投资有限公司4.66% 的持股比例,再加上华润东阿阿胶有限公司23.14% 的持股比例,“华润系”在东阿阿胶绝对“老大”的地位越发稳固。也就是说,在宝能系增持东阿阿胶的同时,华润系以大规模的增持进行应对。显而易见,华润不想失去东阿阿胶第一大股东的位置,更不想给宝能任何机会。   这种直面的交锋,让我对之前有人说华润与宝能私下有关系的言论表示怀疑。同时,我又想起当初宝能野蛮入侵万科时,华润“漠然处之”的态度。当时,华润只是稍稍做了一下形式上的抵抗,便任凭宝能纵横驰骋了。这时,我不禁有这样一个疑问:同样是面对宝能的增持,为何当初华润“弃”万科、而今天要“保”东阿阿胶呢?这颇让人琢磨。   仔细思考一下,这种一“弃”一“保”,其实是很有道理的。   首先,华润内部形势不同。当初,宝能进入万科的时候,华润正值“多事之秋”之后。虽然谈不上“百废俱兴”,但一切都还在休整状态。那个时候,让华润参与那么大规模的资本战役,是不大现实的。而现在,华润内部已经平稳,可以从容应对任何挑战了。华润在东阿阿胶股权上的针尖对麦芒,属于时势不同的不同应对方式!   第二,万科与华润的关系,东阿阿胶与华润的关系,有着很大的不同。在华润还是万科第一大股东的时代,万科之于华润,就如同一个放养在外的孩子。除了名义上华润是万科的第一大股东,华润对万科基本上是不管不问的。   而东阿阿胶之于华润,意义就大大的不同了。东阿阿胶,可谓完全被华润掌控。与万科的放养相比,东阿阿胶是被华润“亲手带大”的。并且,华润已经将东阿阿胶“视为己出”。   华润医药目前是东阿阿胶的单一最大股东,且能够控制东阿阿胶董事会。在此前华润医药赴港上市的申请文件中,华润医药将东阿阿胶的经营业绩合并报表。在2015年,东阿阿胶分别带来华润医药拥有人应占年内总收益及净利润的4.6%及9.3%。   第三,当下,华润医药要“带”东阿阿胶一起上市;而当初,华润的计划里还没有万科的位置。虽然有传闻称华润想把万科变为自己旗下的国企,但是,这仅仅是传闻。至少,当初宝能入侵万科的时候,华润应该还是没有这个意向的。而东阿阿胶,则是华润医药赴港上市的一枚重要棋子。   前面,我们提到了华润医药赴港上市的问题。6月28日,华润医药旗下华润三九、东阿阿胶和华润双鹤三家A股上市公司,共同发布了华润医药6月27日向香港联交所递交主板上市申请的公告。   华润医药在IPO申请文件中,提到了对东阿阿胶的控制权问题:“如果我们失去对主要子公司东阿阿胶的控制权,我们的财务状况、经营业绩及业务前景可能会遭受重大不利影响。”也就是说,当下,华润绝对不能失去东阿阿胶,一点闪失也不能有。   综合以上三点,我们会发现,当初华润对失去万科第一大股东地位之所以很淡然,是有原因的;而今天,华润在东阿阿胶上不肯放手,也是有原因的。昔日之万科与今日之东阿阿胶,完全不可同日而语。所以,华润当初“弃”万科而今天“保”东阿阿胶,一点也不奇怪。   (本文作者介绍:专栏作者,首届世界互联网大会最佳新闻评论奖得主,iDoNews 签约专栏作者。)相关的主题文章: