Behind the "follow" of the Beijing State -owned Assets Supervision and Administration Commission, the liquor section may be brewing "big action"

The predicament of the Portwear was placed on the table for a news.

On September 13, it was reported that some companies from the Internet received a notice from the Beijing State -owned Assets Supervision and Administration Commission, demanding that Fosun Group's stocks have recently sold their stocks recently, sorting out cooperation with Fosun Group and studying relevant cooperation risks.

The news was spreading, and many "Fosun" stocks were moving.

Fosun said to the Blue Whale Finance reporter that after inquiry with the Beijing State -owned Assets Supervision and Administration Commission, it was learned that this survey was a daily information collection of the Beijing State -owned Assets Supervision and Administration Commission system. There was no targetedness. Previously, they also issued relevant enterprises Research notice. Fosun has developed normally in Beijing's various businesses.

Guo Guangchang, who certified as "Chairman of Fosun Group", rarely appeases his voice on Weibo. He has just ended the travel trip of overseas for several months and is being isolated according to the requirements of epidemic prevention ... As a company rooted in China, China will always be Fu The most important base of the star.

On the evening of the same day, Fosun International issued an announcement on the Hong Kong Stock Exchange and repurchased 4 million shares on that day, costing about 19.71 million Hong Kong dollars.

As a capital crocodile, the industrial territory of the Portage is scattered, and it starts with the wine industry.

Fosun reduces its holdings of golden emblem wine, Atte heavy control equity

The wine bureaus of the Fosuna Holding Golden Bybus was a bit suddenly.

On September 2nd, Yuyuan, a listed company of Fosun, broke out that it was planned to sell 13%of the shares of Jinhui wine through the agreement transfer.

In this transaction, Hainan Yuzhu will transfer 40.5808 million golden wines held by him, accounting for 8%of the total stocks of the Jinhui wine. Investment Group Co., Ltd. (hereinafter referred to as: Gansu Att). The Jinhui wine held by Yuyuan Co., Ltd. is 25.363 million shares, accounting for 5%of the total share capital of the Jinhui wine. At a price of 29.38 yuan/share, the total transfer of approximately RMB 745 million was transferred to the Longnan Keteter Investment Management Center (limited partnership) (Here referred to as: Longnan Clete).

After the above transaction is completed, Yuyuan shares will hold 25%of the golden album wine, and the controlling shareholder of the Jinhui wine will be changed from Yuyuan to Gansu Atte.

As soon as the announcement came out, there was an uproar in the industry.

Two years ago, Fosun suddenly took off the controlling stake in the Jinhui wine as if it was still yesterday. I did not expect that two years later, Gansu Atte recaptured the controlling stake in Jin Huijiu.

Yuyuan Co., Ltd. told a reporter from Blue Whale Finance that Yuyuan Co., Ltd. has been optimistic about the liquor track for a long time. Part of the equity of the Golden Hui Wine is conducive to promoting the problem of competition in the industry, and the company focuses more resources on key development strategies and key projects. This transaction has a positive impact on the company's financial performance.

In terms of Jin Huijiu, a reporter from Blue Whale Finance stated that the change of the controlling shareholder has no impact on the company's production and operation. In -depth cultivation, at the same time, it is developed in the northwestern market of Gansu, East China, and the northern market in accordance with existing marketing strategies.

Some people in the industry revealed to the Blue Whale Finance reporter that the sale of Golden Emblem wine in Gansu Ata was not related to its high pledge rate. It is very emotional, so I chose to resume the golden emblem in my arms.

Fosun continues to "cut meat" liquor assets?

It was only more than two years of controlling the control of the Jinhui wine, but Fosun still made a lot of money.

In May 2020, Fosun acquired the equity of Jinhui wine twice, and the total funds spent were about 2.552 billion yuan. The transfer of equity has returned most of the costs, and the remaining 25%of the equity has been calculated at the current closing price of the current gold emblem wine on September 2, with a total market value of 3.45 billion yuan.

This means that between this time, Fosun invested in Jin Huijiu to float close to 3 billion yuan.

Although Guo Guangchang emphasized that "Fosun is only a long -term investor", it is an indisputable fact that investing in liquor to bring huge benefits in the short term.

Previously, Fosun also bought Tsingtao Beer H shares. Guo Guangchang also said that he would "have developed together for a long time to create a brilliant new era."

But in May this year, Fosun also emptied Qingdao Beer. Roughly estimated that Fosun reduced its holdings of HK $ 15 billion in the past 5 years and more than 6 billion Hong Kong dollars.

In the Golden Huijiu Announcement, within 6 months after the transfer of the above shares of the Jinhui wine, Yuyuan shares will continue to reduce the holding of more than 5%of the shares they hold.

This also caused the industry to question whether Guo Guangchang's feelings support him to continue in the field of liquor?

Earlier, in order to accelerate the systematic layout of Fosun's wine industry, the Fosun established Foshan Liquor Development Group in 2021.

Wu Yifei, chairman and CEO of Fuyu Wine Industry, told a reporter from Blue Whale Finance that after the reduction of the gold emblem wine, the strategy of Fuyu Wine Industry has not been adjusted. Can "manage the system.

For a plan to continue acquisition in the future, he said that dynamic grasping.

Public opinion generally speculate that Fosun's industrial adjustment is related to its own debt issues.

Bai Wenxi, deputy director of the Chinese Enterprise Capital Alliance, believes that there may be certain liquidity pressures at Fosun, which is currently diversified. The issue of competition in the same industry is better to use it to optimize the consideration of its own liquidity. Xiao Zhuqing, an analyst at the liquor industry, also told the Blue Whale Finance reporter that Fosun's sale of gold emblem is probably due to the predestination of the future environment and repeated ups and downs of the epidemic. Dry food is winter; it is also possible that Fosun prepares ammunition to acquire assets that have been cut in the future.

Shen Meng, chief strategist of Guangke Consulting, pointed out to the Blue Whale Finance reporter that Fosun's current dilemma is a high debt ratio and a large liability scale. Therefore, the risk of investigating the risk of business funds with its business funds is normal operation. From the current point of view, Guo Guangchang has appeared to appease the market. Fosun's basic market is still there. It should be said that it has passed the most dangerous time. The value of the liquor industry fluctuates less, and it is a high -quality asset that is easy to monetize. In the future, Fosun will have great uncertainty to solve the assets of liabilities.

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