The chairman of the core company was arrested, and the doubts of the Zhuhai Students in Zhuhai

Another real estate character fell, but not because of real estate.

Text 丨 Chinese Shang Tao Lue Wang Xinwen

On June 17, Gree Real Estate, a state -owned enterprise and listed company in Zhuhai, announced: Lu Junshi, former chairman of the company, was taken criminal compulsory measures by the Shangrao Public Security Bureau for suspected leakage of inside information. The day before, Lu Junsi was just announced by the announcement.

In addition to doing Dali Real Estate and the chairman of the company until June 16, Lu Junsi also served as the vice president of Gree Group and director of Gree Electric for a long time. The more information that he came out after the accident will make these two years as well as in the middle of the year. Zhuhai's state -owned assets are also suspicious.

【Gree veterans Lu Jun 老】

Lu Junsi, 56, graduated from Jilin University with a PhD in economics and senior engineers.

Lu Jun served as director and vice president of Gree Group in January 2004. From May 2006 to May 2015, he was Ren Gree Electric Director. He has been the vice chairman of Gree Group Co., Ltd. from May 2012. Send "veteran".

Dong Mingzhu once announced that "home appliance companies are not doing business in real estate, and Gree Electric is the only company that does not do real estate in the home appliance industry." But for a long time, this is not in line with the facts.

In fact, until 2015 Gree Group transferred the 300 million Gree real estate unlimited circulation stocks to Zhuhai Investment Holding Co., Ltd., a wholly -owned subsidiary of Zhuhai SASAC, in the Zhuhai Investment Holdings Co., Ltd. Overnight.

Lu Junshi, who was out of Gree Electric's director until 2015, was a person who was a big Gree Real Estate.

As early as 1985, Gree Group entered the real estate industry and successively developed projects such as Beiling Industrial Zone and Zhuhai Special Economic Zone. However, Zhu Jianghong, chairman of Gree, did lack interest in real estate. Therefore, after Gree Electric made a famous hall, he gradually left the real estate business. However, in 2004, Gree decided to pick up the real estate and set up a real estate work group.

Lu Junsi, who had just arrived at Gree Group as the vice president of Gree Group, was "dangerous" and served as the team leader.

At that time, Gree Group's electrical appliance business had begun, with annual revenue of as much as 10 billion yuan, and Gree's real estate sector was basically famous. According to its official website, the working group first had only one 9 -square -meter office and 7 employees.

A group vice president to serve as such a team leader is often regarded as a signal of "exclusion" in the system. Lu Junsi really did it. In 2005, he started the first real estate project with only 3 million funds, "Yufengmei", so that Gree's real estate business really looked like a real estate.

In 2006, the Gree Real Estate sector was officially upgraded to Gree Real Estate Co., Ltd. Lu Junsi became the company's chairman and legal representative. Since then, Gree Real Estate has begun to expand and develops more rapidly, and was listed in backdoor in 2009.

When it was completely decoupled from Gree Electric in 2015, Gree Real Estate was the second largest real estate company in Zhuhai.

Lu Junshi also saw the hidden concern of real estate business earlier, and hurriedly promoted the chairman of the real estate company to promote the transformation of the company. So far, Gree Real Estate has deployed large consumer industries and biomedicine health industries outside the real estate industry.

At the same time, Gree Real Estate is also one of the core enterprises of Zhuhai's state -owned assets. Among the 17 major listed companies in Zhuhai State -owned Holdings (or as the largest shareholders), Gree Real Estate's 43.57%of the state -owned shareholding ratio and market value of the shareholding have been among the best.

It is worth mentioning that Gree Real Estate is still a state -owned enterprise directly controlled by the Zhuhai SASAC, which also allows it to make the performance and contribution of Zhuhai's local infrastructure and urban development. Hong Kong -Zhuhai -Macao Bridge Pearl -Macao Port's artificial island and Xianglang Bay beach on the road of couples are all representative projects in this area.

Including the Hong Kong -Zhuhai -Macao Bridge -Macao Port's artificial island project built by the artificial island reclamation and Zhuhai Port, it is not only an important supporting facilities for the Hong Kong -Zhuhai -Macao Bridge, a must -have facilities for the opening of the bridge, and the first construction project of the Hong Kong -Zhuhai -Macao Bridge. Its reclamation area reaches 2.389 million square meters, which is equivalent to the size of 300 football fields. The island has more than 500,000 square meters. It is equipped with three sets of travel inspection systems and two sets of goods inspection systems. Engineering complexity is also world -class.

Gree Real Estate was commissioned by the Zhuhai Municipal Government in September 2009 and assumed the construction of the project. This highly difficult project completed in more than 9 years won the Luban Award of China Construction Engineering from 2018-2019.

This is also the only port project that has won the award.

As the highest person in charge of this project, Lu Junsi, once emotion: "One of them is nine years, it is really‘ vicissitudes of the sea. ”

The 1.5 -kilometer Xianglang Bay Beach Repair Project is the innovative and creative work proposed by Lu Jun Si himself. The project not only adds new excitement to the nation's famous Zhuhai couple road, but also restores the natural appearance and ecological function of the bay shoreline, and has won national and international awards such as the "Chinese House Environment Award".

More importantly, it fills the gap in Zhuhai, a seaside city.

From March 2014 to January 2020, Lu Junsi was also appointed chairman of Zhuhai Investment Holdings, the controlling shareholder of Gree Real Estate, and the company's party committee secretary since August 2017. At the same time, he was stepped down as the chairman and party secretary of Zhuhai Investment Holdings, and he was also appointed as the party committee secretary and chairman of the Zhuhai Duty Free Enterprise Group. Lu Jun's Four Chairman of Zhuhai Duty Free is less than half a year. In May 2020, Gree Real Estate, who was still the chairman, launched a highly anticipated plan: intends to use Zhuhai State -owned Assets Supervision and Administration Commission and Zhuhai City Construction Group to use it. The method of issuing shares and cash payment to acquire 100%equity of Zhuhai's tax -free shares.

At that time, the stock market was pursuing the concept of tax -free concept. Zhuhai Duty Free is not only one of the holders of 8 duty -free licenses across the country, but also the only duty -free dealer in the country with three major businesses with tax -free, tax -free, bonded (cross -border). After Gree Real Estate's reorganization announcement was released, the stock price immediately skyrocketed and continuously pulled out eight daily limit.

But Lu Junsi's robbery also started from here.

【Insider transaction doubt cloud】

Gree Real Estate's major asset -free reorganization with Zhuhai is not only the reorganization of the state -owned enterprises and state -owned enterprises in Zhuhai, but even the chairman of the two companies is the same person. According to common sense, such a pattern should be easier to complete the reorganization.

But the reorganization is still being advanced. Judging from the currently determined public information, the core cause of its shelving should be that Gree Real Estate and Lu Junsi have illegal regulations and even illegal acts in regulatory governance in listed companies.

In August 2016, Gree Real Estate issued 442 million new shares to six financial institutions at a price of 6.78 yuan/share, raising 3 billion yuan in funds. During the implementation of the plan, Gree Real Estate's controlling shareholder, also the Zhuhai Investment, who was also the chairman of Lu Junli, has signed the "Affiliated Long -term Purchase Agreement" with the Dingguang object to "pockets" for the investment of fixed -rate objects.

But Gree Real Estate did not disclose the agreement in time. Until the agreement was defaulting, the target appealed, Gree Real Estate disclosed what happened 3 years ago in 2019. Lu Junshi, the chairman of the two main body, was held accountable by the regulatory authorities.

But what really made the Zhuhai tax -free plan was put on hold, it should be the case caused by the reorganization itself.

On December 30, 2020, Lu Junshi was investigated by the China Securities Regulatory Commission for suspected insider trading. The results of this survey have not been announced so far, but the market generally believes that Lu Junsi is suspected of being reorganized.

After Lu Junsi was taken by the Shangrao Public Security Bureau for two days, two days later, he uploaded a "Confinement Book" signed by Lu Junsi from the Internet, and a "" Advancement Book ", and an" "" " Report letter.

Two materials have attracted media attention such as "Caixin", which has also made the entire incident more confusing.

Comprehensive reports and materials, the main contents of the "Control Book" and "Reporting Letter" can be summarized as. Lu Junsi believes that he is suspected of being arrested and retaliated, and those who are suspected of fighting against him are the real insider trading Those and related interests.

A "Reporting Letter", which is known as the "Reporting Letter", which is called Gree Real Estate for the investigation of the CSRC surveyed by the CSRC, said: 4 natural person accounts mainly mainly Xu Qing and Xu Shaomou, etc. In addition to the two natural person accounts named Cao, the total of about 4.5 million shares was bought within three trading days before Gree Real Estate reorganized, and the profit was about 40 million yuan.

Most of these six natural persons are Jiangxi Shangrao. Among them, Xu Qingmou has been working in Shangrao, Nanchang, Zhuhai and other places for a long time, and is the main suspect of insider trading. Lu Junshi also had the logic of suspecting that he was hit back: he had provided the above clues to the Shangrao Public Security, but Shangrao Public Security said that the above account was not within the scope of the case, "neither said nor recorded."

The more information about the "Confinement" and "Reporting Letter" is that the "Report" attached to the "Report" also clearly recommends the relevant departments to thoroughly investigate the stocks of the above -mentioned people in Zhuhai's other state -owned enterprises in Zhuhai. Transaction situation.

The implication is that this insider transaction may not only be in Gree Real Estate.

The key information about these two materials learned by "Caixin" shows that before being taken away by the Shangrao Public Security Bureau, Lu Junsi had expected the difficulties, so he prepared the materials in advance. The materials will quickly access the Internet. "

Regarding Lu Junsi's own suspicion, the two materials stated that the Zhuhai Municipal Party Committee decided that Lu Junsi served as the party secretary and chairman of the Zhulin Group as the public information. The listed company has announced it; There are nearly a hundred people who have approved and master the reorganization information, and Lu Jun Si himself has not bought and sold Gree Real Estate stocks nor leaked inside information.

These contents of "Confinement" and "Reporting Letter" are objective facts, or Lu Junsi, in the name of "strike revenge", and retaliated against related people, and no further news has been reported.

Including "Caixin" also failed to contact the Shangrao City Public Security Bureau to comment on this, Gree Real Estate responded on June 20 that the relevant details of the two materials have yet to be investigated and obtained by the relevant departments. information.

But no matter what the ultimate fact, one thing is certain: Gree Real Estate's reorganization and transformation will be more variable, and the state -owned assets of Zhuhai may also be affected by this.

[State -owned assets of Zhuhai]

In the case of throwing the case of Gree Real Estate, Zhuhai's state -owned assets in recent years have also been quite noticeable. According to the "Comprehensive Report on the Management of State -owned Assets in Zhuhai in 2020" and "Special Report on Zhuhai's 2020 State -owned Natural Resources Asset Management Case" by the 45th meeting of the Ninth National People's Congress Standing Committee of Zhuhai City.

As of the end of 2020, the total amount of assets of state -owned assets, financial enterprises, and financial enterprises with state -owned assets, and state -owned assets of state -owned assets (excluding financial enterprises) in Zhuhai for the first time exceeded trillion yuan, which was 1176.138 billion yuan. This scale increased by 31%over the same period in 2019; the first year of 2017 (the first year of the implementation of the state -owned asset report system) increased by 370.95 billion yuan and an increase of 46%.

Under the growth of trillions and high -speed growth, it is a radical innovation exploration and efforts in Zhuhai's state -owned assets in recent years.

The relevant person in charge of Zhuhai City Finance Bureau once introduced that there are three main reasons for the rapid growth of state -owned assets in Zhuhai: first, the accumulation of operation and accumulation to achieve the growth of assets; the other is to achieve the scope of merger through the acquisition of mergers and mergers; Financing, etc. Among them, the most interesting is the latter two, that is, the acquisition and integration.

The iconic actions of the acquisition of Mass and mergers and introduction of combat investment in Zhuhai are the mixed reforms of Gree Electric, and the extensive capital actions and expansion after the mixed reform. But behind these large and big achievements, the outside world's concerns have always existed.

In 2019, Zhuhai's state -owned assets made Gree Electric's actual control with 41.6 billion yuan, and when the proportion of Gree Electric was reduced to 3.22%, some people questioned the necessity and prospects of the transaction. Gree's mixed reform has so far, in addition to the larger dividends of the hand, the performance is indeed lacking.

After the State -owned Assets of Zhuhai received more than 40 billion yuan, "buying and buying" and "investment", which also made people worry that their homework was not enough. Comprehensive public news, within two years after Gree's mixed reform, Zhuhai's state -owned assets invested more than 200 industrial projects. These include nearly 20 listed companies, and obtained a controlling stake in many A -share listed companies.

State -owned assets shares or holding listed companies will generally be interpreted as the company's benefit and cause the company's stock price to fluctuate. Taking Zhuhai's state -owned assets as an example, when its enterprise Da Hengqin entered the World Union Bank, the stock price of the World Bank rose by more than 100%in the short term.

This also makes the report in the "Report" in the "Report" -it is recommended that the relevant departments thoroughly investigated the above -mentioned persons to release the stock trading of stocks during the sensitive period of major insider information in Zhuhai City, giving people a reverie space.

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