【禁聞】李嘉誠父子清空內地資產 大陸富人如何抉擇

【新唐人2014年04月11日訊】日前,香港富商李嘉誠次子李澤楷旗下公司——「電訊盈科」和「盈科大衍地産」,發佈聯合公告,出售了北京「盈科中心」。至此,李嘉誠父子在中國大陸基本上清空了所有的業務。短短一年內,李氏父子在大陸出售的物業,纍計已經超過200億元。專家認為,李嘉誠作為亞洲首富,對中國的經濟前景算得上敏銳,李嘉誠清空大陸資產的行動,會加快中國境內富人做出選擇。

8號,李嘉誠次子李澤楷主持的「電訊盈科」和「盈科大衍地産」宣佈,將把北京「盈科中心」賣給泰國華僑吳繼泰的「基匯資本」,總代價為9億2800萬美元(約合57億 5000萬元人民幣),這筆交易將在8月28號前後完成。

「盈科中心」是北京有名的地標建築,位於北京知名的三里屯街區,毗鄰兆龍飯店,周邊有外交公寓、三里屯酒吧街和使館區。樓板面積約169,900平方米,由兩棟甲級辦公樓、和兩棟服務型公寓,以及一座大型購物中心組成。而「盈大地產」的公告顯示,成交單價約每平方米3萬3800元。業內人士認為,這個價格完全被低估。在此之前,這個項目的報價總值曾高達80億元。

去年8月開始,李嘉誠頻頻出手套現大陸資產,先後出售廣州西城都薈廣場、上海陸家嘴東方匯經中心、南京國際金融中心大廈等。

結束北京「盈科中心」交易後,除了保留物業的冠名權及招牌外,李嘉誠家族在大陸的業務基本上清空,一年內套現200億元。

中國經濟學家楊佩昌:「李氏家族應該說是敏感度最高的人,他們對中國的經濟前景不看好,第二點就是現在這個法治環境越來越突出、尤其是現在中國的社會比較混亂,今後社會的動盪有可能會出現,所以他們提早作安排、作準備,第三點就是,就是涉及到上層之間的一些關係沒有處理好,所以他們就沒有辦法在中國再待下去了。」

2012年,因為中國大陸內需不振,出口疲軟,社會環境壓力大等諸多原因,外資開始大批撤離中國,中國製造業四面楚歌,有媒體形容,中國製造業猶如流淚的哭泣面孔。

去年7月中旬,人民幣震盪下行期間,資本市場發生劇烈波動。《新浪財經》各個角度分析,可能有超過萬億國際熱錢撤離中國。

楊佩昌:「對中國民眾來講,應該講是到了選擇的一個關頭了。普通老百姓你應該說是羔羊,再怎麼蹂躪也沒辦法,如果說有一定財產的人,現在就必須要想到如何為自己留一條後路吧,未來通貨膨漲這個情勢還比較嚴峻的,而且是破壞性的通貨膨漲有可能今後會出現,這是從金融角度上講。」

留德學者,中國經濟學家楊佩昌指出,因為地方政府土地基本上賣完,沒有了財政收入,債務會大量增加;另一方面,企業經營困難,政府稅收來源比較緊張,只能靠印發鈔票來解決資金問題;再加上利益集團反抗改革,可能會把大量的貨幣資產快速移出海外,中國將會出現錢荒。楊佩昌說,中國如果不能進行根本性的變革,不能保障人的基本權利,形勢會更加糟糕。

去年二、三線城市「鬼城」大量湧現,導致房市蘿蔔白菜價出售,近來北京、上海、廣州一線城市房產,也開始了打折出售。房地產商各出新招,甚至聘來美女模特走秀、大跳熱舞招攬人氣,現場製作美食供看房者免費享用。

經濟評論家馬傑森:「中國房地產瘋狂到了最後,現在各方面都不太看好,現在中共還在用投資的方式拉動經濟,但是這樣的方式效率越來越低了,中國經濟會放緩,很多弊端都會逐漸顯露出來。」

李嘉誠身為亞洲財經界的風向標式人物,他的一舉一動都受到資本界的高度關注。李嘉誠罕見的集中拋售香港和大陸數百億資產,把「撤資香港」、「看空中國」的傳言再次推上了風口浪尖。

採訪編輯/劉惠 後製/鍾元

Asia’s Richest Man Removes Business from China

The companies belonging to Hong Kong
businessman Li Ka-shing’s younger son
Richard Li made a joint announcement.

Pacific Century Cyber Works (PCCW) and Pacific
Century Premium Developments Limited (PCPD)
will sell their Beijing location: Pacific Century Place.

It is apparent that Li Ka-shing and his son are
removing all their business from mainland China.
In just one year, the Li family sold over
20 billion yuan of property in the mainland.
Experts believe that, as Asia’s richest man, Li Ka-shing
is very sensitive to China’s economic prospects.
His‘evacuation’ will influence the
decisions of the rest of China’s rich.

On April 8, PCPD, chaired by Richard Li,
Li Ka-shing’s son, signed an agreement.
They will sell Beijing Pacific Century Place to
Gaw Capital owned by Thai Chinese Kenneth Gaw.
It will be sold for US$ 928 million (about $ 5.75 billion
yuan). The deal will be completed around August 28.

Pacific Century Place is a famous landmark in Beijing.

It is located in Beijing’s famous Sanlitun
area, and is close to Zhaolong Hotel.
It is surrounded by diplomatic apartments,
Sanlitun Bar Street and embassy district.
This 169,900 square meter property includes two
office towers, service apartments and a shopping mall.
The announcement reveals that the unit
price is about 33,800 yuan per square meter.
The industry believes that this price
is completely underestimated.
Prior to this, the project had a
projected value up to 8 billion yuan.

Since last August, Li Ka-shing has frequently
cashed in on assets in mainland China.

This includes Guangzhou Duhui Plaza,
Shanghai Oriental Financial Center and
Nanjing International Finance Centre.
Li Ka-shing’s family will have cashed in on
20 billion yuan in one year, from his mainland properties,
after completing the Pacific Century Place transaction.

Yang Peichang, economist: “The Li
family are the most sensitive people.
They have low anticipation towards
the Chinese economy first of all.
Secondly, they are preparing
early for possible chaos in China.
This is because of the increasingly
prominent social disorder in the country.
Thirdly, they probably didn’t handle well their relationships
with the senior level officials, and can’t stay in China.”

Since 2012, foreign capital started to retreat due to sluggish
domestic demand, weak exports and stressed social situations.
Media have described China’s manufacturing
industry is as miserable as someone crying.

In mid July last year, the RMB went down, and
the capital market experienced sharp fluctuations.
Sina Finance had estimated that more than one
trillion yuan of hot money had diverted out of China.

Yang Peichang: “Chinese people
should make a decision now.

You could say the ordinary people are lambs to the slaughter.

People with certain property should think about how
to find a way out, since future inflation is relatively grim.

From the financial point of view, inflation will be destructive.”

Economist Yang Peichang suggests that
the local debt will increase tremendously.
This is because the local government has basically
sold the land and there will now be no more revenue.
On the other hand, the weak industry
means tight revenue sources.
The government can only solve this
capital problem by printing money.

Interest groups will also transfer a large
amount of currency overseas to resist
reform, and China will see money shortages.

Yang Peichang indicates that it will be
even worse without fundamental changes.

This is because people’s security is a lack of protection.

Last year, ghost towns emerged in second and
third tier cities, resulting in a cheap housing market.
Recently, real estate in first tier cities such as
Beijing, Shanghai, Guangzhou’s have cut prices.
The new tactics to draw customers have been displayed,
such as beauty model show, hot dancing and free food.

Ma Jiesen, economic commentator: “It is
the end of the crazy China Real Estate.
Low prospects are showing up everywhere. The CCP
is still trying to pull up the economy by investment.

However, it has become less and less efficient.

This is because China’s economy is slowing
down, and many drawbacks will emerge.”

Being the Asia financial weather vane, Li Ka-shing’s
move has highly concerned people in the capital world.
Li Ka-shing’s is rarely seen to undersell tens of
billions of assets in Hong Kong and the mainland.
Li has further confirmed rumors that he is evacuating
from Hong Kong and is now abandoning China.

Interview & Edit/Liuhui Post-Production/Zhongyuan

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