ROEWR :: Volume #9

#873: Business turbulence


LNMTL needs user funding to survive Read More

January 22 . 1月22号。. After No. 21 „on black Monday, the Shanghai , Shenzhen stock markets continue to fall suddenly. 继21号“黑色星期一”之后,沪深两地股市继续暴跌。 Does not wait for closing, over a thousand stocks reach the limit down again. 不等收盘,上千支个股再次跌停。 Also anticipated the investors who today can overturn despaired, suddenly requested the call of government bailout spreads unceasingly. 原本还期待今天能翻盘的股民都绝望了,一时间请求政府救市的呼声不断传出。 Since 07 years, the government has suppressed the stock market unceasingly, first raises the stamp duty, is raises the reserve-against-deposit rate...... 从07年以来,政府不断打压股市,先是上调印花税,接着又是上调存款准备金率…… Perhaps the government does not aim at the stock market specially, but has saying that these measures made the stock market suffer the heavy losses. 也许政府不是特意针对股市,可不得不说,这些措施都让股市受到了重创。 In addition the financial crisis affects gradually domestic, the stock market falls again and again is also nothing unusual. 加上金融危机渐渐影响到国内,股市一跌再跌也不足为奇。 Has the boldness investor, at this time chose to shear the meat stop-loss good and evil also to take back a qualification. 有魄力的股民,这时候选择割肉止损好歹还能收回一点本钱。 Indecisive, the wrap/sets will be only firmer, does not know that finally many people are with one's family broken up and decimated. 犹豫不决的,只会越套越牢,不知道最终多少人家破人亡。 The stock market bets the city, some people bet to win, some people were actually losing everything that lost. 股市就是赌市,有些人赌赢了,有些人却是输的倾家荡产。 In the stock market falls suddenly, storm to attack under two flash news of eastern China, the domestic business circle had many matter simultaneously, by these two flash news covering. 在股市暴跌、暴雪侵袭华东的两条大新闻之下,国内商界同时发生了不少事情,都被这两条大新闻给掩盖了。 Naturally, the dissemination range slightly does not represent does not exist. 当然,传播范围小不代表不存在。 On January 21, a «Finance and economics» report, publicizing the official to Xinhengji is and Pengrun is investigation, turned open public's dispute prologue to the Huang brothers original sin. 1月21号,《财经》杂志一遍报道,公开了官方对“新恒基系”和“鹏润系”的调查事宜,揭开了公众对黄氏兄弟原罪的争议序幕。 Real estate group that the big brother who the Xinhengji department, refers to Huang Guangyu controls. 新恒基系,指的是黄光玉的大哥掌控的地产集团。 Pengrun is, naturally is old yellow. 鹏润系,自然便是老黄本人。 The magazine reported in detail two yellow involve many to deceive the loan operation when building up, reaches as high as several hundreds of millions related to the fund. 杂志详细报道了两黄在起家之时涉及多项骗贷操作,其中涉及资金高达数亿。 Nine several years of several hundreds of millions funds, compared with the present, two yellow first pot of gold/metal were not questioned by the original sin. 九几年的数亿资金,可不比现在,两黄的第一桶金受到原罪质疑。 At this time, the populace many have not paid attention. 此时,大众并未多加关注。 After all the domestic matter are many, «Finance and economics» is not the audience very broad media. 毕竟国内事情多,《财经》杂志又不是受众很广的媒体。 However, feels keenly like Li Dong these merchants, must have an accident. 然而,像李东这些商人都敏锐地感觉到,要出事了。 Huang Guangyu as domestic ranking powerful and wealthy near the top, Gome of control is the domestic largest retail group. 黄光玉作为国内排名靠前的豪富,掌控的国美又是国内第一大零售集团。 If not proven, a magazine does not dare to report these news at will. 如果不是证据确凿,一份杂志是不敢随意报道这些消息的。 Moreover some evidence, do not have the official support, the magazine company is impossible to attain. 而且其中一些证据,没有官方支持,杂志社也不可能拿到。 The situation is very obvious, old yellow must have bad luck. 情况很明显,老黄要倒霉了。 Perhaps is not now, but the time should not be long. 也许不是现在,可时间应该不会太长。 Actually the investigation about Brother Huang, has the hearsay to disseminate early, but has died without a sickness before. 其实关于黄氏兄弟的调查,早有小道消息传播过,不过之前一直都无疾而终。 However this time, «Finance and economics» makes the report, that was not the simple hearsay. 然而这次,《财经》杂志做出报道,那就不是简简单单的小道消息了。 Although " Finance and economics » internally fame is not big, may be the high-quality finance and economics class novel publication, his main reader is the domestic intermediate and senior investor and government management level and economic circles. 《财经》杂志在国内名气虽然不大,可一直是高级财经类新闻性出版物,其主要读者都是国内的中高级投资者、政府管理层和经济学界。 Sometimes, does the public know that actually relates is not really big. 有时候,公众知道不知道其实关系真不大。 Again broad that they disseminate, again many of discussion, above person is not serious, no one has the means. 他们传播的再广,议论的再多,上面人不当回事,谁也没办法。 However, now the magazine faces is the high-quality elite class. 然而,现在杂志面对的都是高级精英阶层。 Brother Huang mounted «Finance and economics» at this moment, matter may spread in the network widely are more complex. 黄氏兄弟此时此刻登上了《财经》杂志,事情可要比在网络上广为流传还要复杂。 The Huang brothers accident is, another point is the matter of north of the Changjiang River business. 黄氏兄弟事发是一点,另一点则是江北商界的事。 On the morning of 22 nd, some media reported that north of the Changjiang River real estate industry leader, Longhua Group doubtful funding chain break. 22号上午,有媒体报道,江北地产行业龙头企业,龙华集团疑似资金链断裂。 2 billion loans exceed the time limit unable to return, moreover Longhua diverts secure new town project tail doubtful, secure new town project may become the north of the Changjiang River and even the home biggest rotten tail project very much! 20亿的贷款逾期无法归还,另外龙华疑似挪用苏安新城工程尾款,苏安新城开发项目很有可能成为江北乃至国内最大的烂尾工程! News, the business circle vibrates again! 消息一出,商界再次震动! Although Longhua Group in the two years was snatched many crest of wave by the distant group, may be the north of the Changjiang River established private enterprise, the real estate number one, enterprise that the former north of the Changjiang River richest family founds...... 龙华集团这两年虽然被远方集团抢去了不少风头,可作为江北老牌民营企业,地产行业老大,前任江北首富所创建的企业…… This a series of halo, are not 2-3 days will dissipate. 这一系列的光环,绝不是2-3就会消散的。 Now Longhua funding chain break, is really makes many people astonish unexpectedly. 如今龙华居然资金链断裂,实在是让不少人跌破了眼镜。 In the past few days, Longhua also merged the rain sleek/moist affiliated property, reaches as high as 8 billion related to the fund. 就在前些天,龙华还并购了雨润旗下的地产业务,涉及资金高达80亿。 This time in an instant, can Longhua be finished? 这一转眼的工夫,龙华就要完蛋了? The business circle vibrates, the municipal government and provincial government are also shocked. 商界震动,市政府和省政府也震惊不已。 The news just passed on shortly , on the afternoon of 22 nd, the province finance managed with the investigation group that the major banks composed moved into Longhua Group. 消息刚传出来不久,22号下午,省金融办和各大银行组成的调查小组就入驻了龙华集团。 The Longhua funding chain break, solely is not the issue of Longhua. 龙华资金链断裂,不单单是龙华的问题。 Bank loan what to do? 银行贷款怎么办? Fallen behind project tail what to do? 拖欠的工程尾款怎么办? The rotten tail project of secure new town what to do? 苏安新城的烂尾工程怎么办? Longhua over ten thousand staff what to do! 还有龙华上万的员工怎么办! The provincial government was the heavy snow headache, Qin and Han Dynasty source these big shot the stricken serious area inspected. 原本省政府这边就在为大雪头疼,秦汉源这些大佬纷纷去受灾严重的地区进行视察。 Has not thought of this moment, in the province ranks Longhua Group near the top to have problems unexpectedly. 没想到这关头,省内排名靠前的龙华集团居然出了问题。 If this processing is not good, in the province have not thought the year this year. 这要是一个处理不好,省里今年别想过好年了。 ...... …… Two news, seem like that relates not in a big way with Li Dong. 两条消息,看似和李东关系不大。 But thinks carefully, with Li Dong absolutely not relation. 可仔细想想,和李东又断不了联系。 Gome takes the domestic retail business ranked the first, electrical appliances chain enterprise ranked the first, although has not competed with the distant place. 国美作为国内排名第一的零售企业,排名第一的家电连锁企业,虽然和远方没有竞争。 However, since the distant place and Su Ning achieve the cooperation in Beijing , Tianjin, in fact both sides on have had the relation. 然而,自从远方和苏宁在京津达成合作,实际上双方就已经产生了联系。 That side Longhua is so, the north of the Changjiang River real estate company ranked the first, the result of Longhua will affect the change of entire north of the Changjiang River property sector. 龙华那边更是如此,江北排名第一的地产公司,龙华的结局可是会影响到整个江北地产界的变化。 Moreover that side Longhua also took the distant 500 million enterprise bonds, once Longhua really goes out of business, whose these 500 million bonds will fall into hand? 另外龙华那边还拿下了远方5亿的企业债券,一旦龙华真的倒闭,这5亿债券又会落入谁手? Whose although the bond is the same in hand, but always a little difference, the distant good and evil must know that own creditor is who is good. 虽然债券在谁手中都一样,可总有点差别,远方好歹也得知道自己的债主是谁才行。 Finally is the benefit carves up, the north of the Changjiang River biggest real estate company went out of business, the interests that involves but are astonishing. 最后便是利益瓜分,江北最大的地产公司倒闭了,这其中涉及的利益可是惊人。 News, Li Dong then held the group high-level meeting. 消息一出,李东便召开了集团高层会议。 Conference room. 会议室。 Yuan Chengdao several executives discussed a meeting, finally Yuan Chengdao sinking sound said: Li, these two matters to our advantages are accompanied by disadvantages.” 袁成道几位高管议论了一会,最后袁成道沉声道:“李总,这两件事对我们有利有弊。” Li Dong knocks the desktop to say gently: „The advantage , the shortcoming is at where?” 李东轻轻敲着桌面道:“说说,利才哪,弊在哪?” First said Gome, Gome competes with us is not big. However we signed with Su Ning before to betting the agreement, if Huang Guangyu were really investigated, Gome will definitely receive the turbulence. “先说国美,国美这边和我们竞争不算大。不过我们之前和苏宁签订了对赌协议,如果黄光玉真的被调查,国美肯定会受到动荡。 The bankruptcy should be insufficient, Gome Shop is over 600 Now, the staff is close to 30,000 people. 倒闭应该不至于,国美现在门店超过600家,员工接近3万人。 Even but if does not go out of business, the founder encounters the investigation even to arrest, the influence is still huge. 可就算不倒闭,创始人遭到调查甚至逮捕,影响也是巨大的。 When the time comes, Su Ning then had the opportunity, our to betting the agreement then can achieve smoothly. 到时候,苏宁便有了机会,我们的对赌协议便能顺利达成。 This is good side, but in other words , Gome met with a disaster, Su Ning does in a big way, is actually not our desired results. 这是利好的一面,不过反过来说,国美遭殃,苏宁做大,其实也不是我们希望看到的结果。 Now we and Su Ning cooperate are the multi-directions, online has the cooperation, under the line also has the cooperation. 如今我们和苏宁合作是多方位的,线上有合作,线下也有合作。 Before because had Gome this biggest competitor, Su Ning actually in the cooperation was weak trend, they placed hopes in our channels to help them beat Gome. 之前因为有国美这个最大的竞争对手,苏宁其实在合作当中是弱势者,他们寄希望于我们的渠道帮助他们击败国美。 However waited for them to win Gome while this opportunity, our importances dropped greatly. 然而等他们趁此机会赢了国美,我们的重要性就大大下降了。 By that time, instead is we need to balance the attacks of Beijing , Tianjin area major supermarket chains with the aid of their strengths. 到了那时候,反而是我们需要借助他们的力量来平衡京津地区各大连锁超市的进攻。 This is, another point is Su Ning's industrial upgrading issue. 这是一点,另一点就是苏宁的产业升级问题。 Now although they are still making 3 electric appliances specially, but in fact several years ago starts, they have ambition that marches the supermarket retail. 现在他们虽然还在专做三电器,可实际上从几年前开始,他们就有进军超市零售的野心。 However because before had the suppression of Gome, they leapt do not act, without that big energy made the supermarket. 不过之前因为有国美的压制,他们腾不出手,也没那么大的精力做超市。 But this Gome have problems, when Su Ning routed Gome, next step might enter the supermarket chain industry. 可这次国美自己出了问题,等苏宁击溃了国美,下一步很可能就会进入连锁超市行业。 Su Ning makes the supermarket to have its natural advantage, its huge quantity of user group is, is found in the shop in nation, they have the perfect channel supply. 苏宁做超市有其天然的优势,其数量庞大的用户群是一点,遍布全国的门店是一点,还有他们有完善的渠道供应。 In brief, Gome cannot regard as our victories unlucky completely, but must guard against behind Su Ning to give us, as soon as strikes. ” 总而言之,国美倒霉也不能完全看成我们的胜利,还得防备苏宁背后给我们一击。” Li Dong nods to say slowly: „ This possibility has, stretch/open Jindong has wanted to make the o2o pattern Su Ning, nowadays they can only be the perpendicularity platforms . Moreover the light made 3 electric appliance limitations is also bigger. 李东缓缓点头道:“这种可能性还是有的,张进东一直希望将苏宁做成o2o模式,现如今他们只能算是垂直性平台,而且光做三电器局限性也大了一些。 He thinks the conversation update, making the supermarket is quite actually cost-effective. 他想转型升级,做超市倒是比较划算。 However not the too big threat, the supermarket chain and chain electrical appliances have the difference, rashly approach, without is so easy. ” 不过也不算太大的威胁,连锁超市和连锁家电还是有区别的,贸然进场,也没那么容易。” Sun Tao nods saying: „ It is not indeed easy, moreover their even conversation update, will not be our opponents. 孙涛点头道:“的确不容易,而且他们就算转型升级,也不会是我们的对手。 Domestic present big supermarket chain dozens, are actually many few to relate not in a big way. 国内如今大型连锁超市数十家,其实多一家少一家关系不大。 For these years the retail slaughtered unceasingly, Su Ning should also see, even if they this time can beat Gome, is unable to rout them. 这几年零售行业厮杀不断,苏宁应该也看见了,他们就算这次能击败国美,也无法击溃他们。 A short time they should not have the energy related to the supermarket chain, even if they routed Gome completely, perhaps is still several years later. 一时半会的他们应该没有精力涉及连锁超市,就算他们完全击溃了国美,恐怕也是几年后了。 By that time, our Yuanfang Supermarket did not need to be worried about Su Ning, both sides are not one and other magnitudes. ” 到了那时候,咱们远方超市也不用担心苏宁,双方不是一个等量级的。” Li Dong said with a smile: „The matter of Gome we didn't need to worry?” 李东笑道:“这么说国美的事我们不用操心了?” Sun Tao shakes the head saying: „ Also not complete, since Su Ning wants to make the supermarket chain, why we can't make the electrical appliances? 孙涛摇头道:“也不尽然,既然苏宁想做连锁超市,为什么我们就不能做家电? The supermarket chain and chain electrical appliances, are actually a part of retail. 连锁超市和连锁家电,其实都是零售行业的一部分。 Makes the supermarket solely or makes the electrical appliances, is actually incomplete. ” 单一做超市或者做家电,其实都不完整。” Sees the people to look at itself, Sun Tao knows that they misunderstood, said with a smile: „ I did not mean that we make the electrical appliances alone again, without this necessity, we currently has the electrical appliances region after all. 见众人看着自己,孙涛知道他们误会了,笑道:“我不是说我们单独再做家电,没这个必要,毕竟我们现在已经有家电区域。 I mean, while this opportunity, we can take some electrical appliances supply channels actually. 我的意思是,趁着这个机会,我们倒是可以拿下一些家电供应渠道。 Like this gets down, later we do not need to be under the control of others again, gives Su Ning or other electric appliance business the electrical appliances market. 这样下来,以后我们也不用再受制于人,将家电市场交给苏宁或者其他电器商。 At this time Gome had the turmoil, perhaps many electrical appliances manufacturers will be fearful and apprehensive. 这时候国美出现动乱,恐怕不少家电厂商都会胆战心惊。 The distant place as the domestic ranking supermarket chain near the top, is large-scale, the quantity of delivery are many, you said us, if offers the olive branch, these power plant chambers of commerce don't catch? ” 远方作为国内排名靠前的连锁超市,规模大,出货量多,你们说我们要是伸出橄榄枝,这些家电厂商会不接住吗?” Yuan Chengdao thinks saying: This I do not have the opinion actually, once we make a move, perhaps will present the fissure with Su Ning That side cooperation.” 袁成道想了想道:“这点我倒是没意见,不过一旦我们出手,和苏宁那边的合作恐怕会出现裂痕。” Sun Tao said with a smile: „ Even if actually we do not do, both sides will still present the fissure afterward. 孙涛笑道:“其实就算我们自己不做,双方在事后也会出现裂痕。 Without Gome this biggest competitor, you said that Su Ning is also resigned to be exploited by us? 没了国美这个最大的竞争对手,你们说苏宁还甘心被我们盘剥吗? Cannot! 不会的! Therefore who strikes the first blow has the advantage, intercepts some channels to satisfy develops, the benefit that succeeds in obtaining our real. ” 所以先下手为强,截取部分渠道满足我们自身的发展,到手的利益才是真的。” Yuan Chengdao considered, said finally accordingly: „ Can first make some preparations, but this matter did not say. 袁成道又考虑了一阵,最后应声道:“可以先做一些准备,不过这事也不好说。 After all is only a report, actually Gome can have an accident, can actually Huang Guangyu have an accident, these are unpredictable. 毕竟只是一遍报道,国美究竟会不会出事,黄光玉究竟会不会出事,这些都是难以预料的。 Several years ago Brother Huang had been investigated, finally safe and sound, before Gome has not had an accident, we watch changes quietly to well. ” 前几年黄氏兄弟就被调查过,最后还是安然无恙,在国美没出事之前,我们还是静观其变为好。” The people nod to express the support, the distant place also has no big plan in any case. 众人都点头表示赞同,反正远方又没什么大计划。 Draws in some electrical appliances channels, Gome has an accident, the distant place eats a soup, no one will care. 收拢部分家电渠道罢了,国美出了事,远方来喝口汤,没人会在意。 Gome does not have an accident, the distant place continues to cooperate with Su Ning, the effect is also the same. 国美不出事,远方继续和苏宁合作,效果也是一样的。 Therefore summarizes, one character! 所以总结下来,就一个字等! At this time over the distant place did not need, province bore a grudge by Gome, might as well waited for Gome to have an accident, Su Ning acted, the distant place then grabbed a bargain again. 这时候远方没必要出头,省的被国美记恨,还不如等国美出事,苏宁出手,远方再接着捡点便宜。 Said that Gome, Longhua is the big end. 说完了国美,龙华才是大头。 This is the north of the Changjiang River local business, has had many social dealings with the distant place. 这是江北本地企业,和远方打过很多交道。 Moreover the distant place also makes the real estate, once Longhua were finished, was finished the benefit that provides more than Gome. 而且远方也做房地产,龙华一旦完蛋,比国美完蛋带来的好处就多多了。 Does not wait for Yuan Chengdao to analyze the advantages, Wu Shengnan on is hurried the sound said: Li, this time is an opportunity!” 不等袁成道分析利弊,吴胜男就急忙出声道:“李总,这次是个机会!” Before, the north of the Changjiang River property market has been occupied by Longhua most, in our these small holding business is unable to shake the position of Longhua. “以前,江北地产市场一直被龙华占据大半,我们这些中小地产商根本无法撼动龙华的地位。 But this time they have an accident, rescues Longhua I to feel not to need. 可这次他们自己出了事,救援龙华我觉得没必要。 Now we most should do adds fuel to the flames, further accelerates the collapse of Longhua. 我们现在最应该做的就是推波助澜,进一步加速龙华的垮台。 Once Longhua broke down, many industries of leaving behind, our Dongyu should be able to carve up biggest one. 一旦龙华垮了,遗留下来的诸多产业,我们东宇应该能瓜分到最大的一块。 If can swallow secure new town that side, waits for the new town opening to the outside world, we make a profit definitely richly. 要是能将苏安新城那边吞下来,等新城对外开放,我们获利肯定丰厚。 I suggested that Li should go to provincial government at this time, expounds our meanings to the provincial government. 我建议李总这时候应该去省政府一趟,向省政府阐明我们的意思。 The provincial government actually also feared Longhua to collapse at this time, causes the new town project rotten tail. 省政府这时候其实也怕龙华垮台,导致新城项目烂尾。 So long as some people following, the influence that Long Hua goes bankrupt is not big. 可只要有人愿意接下来,龙华破产的影响力就不大了。 The general external real estate company, the provincial government will not necessarily agree, but other small holding companies, without this strength, the provincial government will not feel relieved. 一般的外来地产公司,省政府不见得会同意,而其他小地产公司,又没这个实力,省政府也不会放心。 But the distant place is different, we have this strength! 而远方不同,我们有这个实力! Li, is rare, cannot womanly compassion! ” 李总,机会难得,千万不能妇人之仁!” Wu Shengnan knows that Li Donghe permits Shengzhe relates significantly, feared that he is tenderhearted for a while, lets up this opportunity. 吴胜男知道李东和许圣哲关系匪浅,怕他一时心软,放过这个机会。 The previous that big shot took a stand in secret, at this time the provincial government should vigorously support to the distant place is right. 上次那位大佬私底下表态,此时省政府应该会对远方大力支持才对。 Perhaps usually wants to take over has the difficulty, but Longhua is now unreliable, the distant place takes over, perhaps the provincial government is also glad to it becomes. 平时想接手也许有困难,可现在龙华自己靠不住,远方接手,省政府恐怕也乐于其成。 Before Wu Shengnan wants to vigorously develop the real estate company, Yuan Chengdao too did not approve, but today, when Wu Shengnan said, Yuan Chengdao then look moved said: Li, Wu this time has not spoken incorrectly actually!” 以前吴胜男想大力发展地产公司,袁成道一直都不太赞同,可今天,等吴胜男说完,袁成道便眼神一动道:“李总,吴总这次倒是没说错!” secure new town is Governor Jia is supporting, for these years Governor Jia consumed too many energy above. “苏安新城是贾省长在支持,这几年贾省长在上面耗费了太多的精力。 At this time Long Hua had an accident, might spoil the overall plan of Governor Jia. 这时候龙华出事,很可能会破坏贾省长的整体计划。 At this moment, Governor Jia fears stamping one's foot of air/Qi, if you are willing to act to assume the following development mission at this time, Governor Jia can definitely want. 此时此刻,贾省长恐怕气的跳脚,要是这时候您愿意出面承担下来接下来的开发任务,贾省长肯定会愿意的。 Has him to support, in addition that side the provincial government extremely will not stop, perhaps we could not spend how much money to swallow Longhua in Ann's project! ” 有他支持,加上省政府那边不会太过阻拦,也许我们花不了多少钱就能吞下龙华在苏安的项目!” The group president and real estate company managers support, others are not the professionals, has not expressed the opinion. 集团总裁和地产公司老总都支持,其他人都不是业内人士,一个个都没发表意见。 Shen Qian who had not spoken, looks all around, sees Li Dong not to speak, thinks to remind: „ This matter everyone is should not be first anxious, something are not in the surface are so simple. 一直没吭声的沈茜,环顾一圈,见李东不说话,想了想提醒道:“这事大家还是先别急,其中有些事情不是表面上那么简单。 Longhua has not lost the battle efficiency completely, moreover permits Shengzhe of Longhua also has the subsequent hand. ” 龙华还没彻底丧失战斗力,而且龙华的许圣哲还有后手。” As soon as others listen, looks to Li Dong and Shen Qian. 其他人一听,不由看向李东和沈茜两人。 Some things, they are not clear. 有些事情,他们并不清楚。 At least superficially, this Longhua crisis is very big, if the distant place adds fuel to the flames, but also really has the possibility to put in the deathtrap Longhua thoroughly. 起码从表面上来看,这次龙华危机很大,远方要是推波助澜,还真有可能彻底将龙华置于死地。
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