来源:证券时报

中国恒大股价巨震,发生了什么?China Evergrande's stock price experienced a huge shock. What happened?

作者:吴家明

10月30日,中国恒大股价巨震。

10月30日,中国恒大股价开盘后迅速下挫,一度跌超20%,最低至0.182港元/股,跌幅达22.88%。不过,随后公司股价开始震荡回升,逐渐收窄跌幅,在临近午间收盘时,更是直线拉升翻红,一度涨超8%。截至发稿,中国恒大现跌1.27%,报0.233港元/股。

消息面上,中国恒大30日午间在港交所公告,香港高等法院于2023年10月30日将清盘呈请的聆讯进一步延至2023年12月4日。

今日早间,市场消息显示,香港高等法院今天将审理由离岸投资者佳盛环球(Top Shine Global)提交的恒大清盘呈请。此前,中国恒大曾在7月31日公告称,香港特别行政区高等法院已批准同意传票,该清盘呈请的聆讯押后至2023年10月30日。

此前有消息称,因恒大在9月最后一刻取消债权人会议,一批早前支持其重组,反对清盘的债权人开始动摇。

10月20日,中国恒大发布最新公告,原计划于2023年10月25日由纽约南区美国破产保护审理的聆讯将延期。9月22日,中国恒大集团公告称,由于集团的销售情况不如公司预期,基于公司目前情况以及与其顾问及债权人协商,认为有必要重新审视建议重组的条款以匹配公司客观情况和债权人诉求。因此,原定于2023年9月25日(天基和景程)和2023年9月26日(中国恒大)有关建议重组的相关协议安排会议将不会举行。

中国恒大股价巨震,发生了什么?China Evergrande's stock price experienced a huge shock. What happened?

早在8月17日,中国恒大曝出依据美国《破产法》第15章在纽约申请破产保护,后续恒大曾澄清表示,该公司美元债受纽约法管辖,因此向美国法院申请承认香港和英属维尔京群岛(BVI)法律体系下的境外债务重组协议安排,此举系正常推进境外重组程序的一部分,不涉及破产申请。

此前,中国恒大在港交所公告,今年上半年收入为1281.8亿元,毛利98亿元。期内经营性亏损173.8亿元,非经营性亏损(包括诉讼、土地被收回、股权处置及资产评估减值等其他亏损)150.3亿元,所得税开支68.4亿元,净亏损合计392.5亿元。

编辑/Somer

Source: Securities Times

Author: Wu Jiaming

On October 30, China Evergrande's stock price experienced a huge shock.

On October 30, China Evergrande's stock price fell rapidly after opening. At one point, it fell by more than 20%, to a low of HK$0.182 per share, a drop of 22.88%. However, after that, the company's stock price began to fluctuate and rebound, gradually narrowing its decline. As it neared the midday closing, it continued to rise in a straight line and turned red. At one point, it rose by more than 8%. As of press release, China Evergrande is now down 1.27% to HK$0.233/share.

中国恒大股价巨震,发生了什么?China Evergrande's stock price experienced a huge shock. What happened?

According to the news, China Evergrande announced on the Hong Kong Stock Exchange on the afternoon of the 30th that the Hong Kong High Court will further postpone the hearing of the winding-up petition on October 30, 2023 until December 4, 2023.

Earlier this morning, market news showed that the Hong Kong High Court will review the Evergrande liquidation petition filed by offshore investor Top Shine Global (Top Shine Global) today. Earlier, China Evergrande announced on July 31 that the High Court of the Hong Kong Special Administrative Region had approved the consent subpoena, and that the hearing of the winding-up petition was postponed until October 30, 2023.

Earlier, it was reported that since Evergrande canceled the creditor meeting at the last minute of September, a group of creditors who supported its restructuring earlier and opposed the liquidation began to falter.

On October 20, China Evergrande issued the latest announcement that the US bankruptcy protection trial for the Southern District of New York, which was originally scheduled to take place on October 25, 2023, will be postponed. On September 22, China Evergrande Group announced that since the group's sales situation is not as good as the company's expectations, based on the company's current situation and negotiations with its advisors and creditors, it is deemed necessary to re-examine the terms of the proposed restructuring to match the company's objective situation and creditors' demands. Therefore, the relevant agreement arrangement meetings on the proposed restructuring, which were originally scheduled for September 25, 2023 (Tianji and Jingcheng) and September 26, 2023 (China Evergrande), will not be held.

As early as August 17, it was revealed that China Evergrande applied for bankruptcy protection in New York under Chapter 15 of the US “Bankruptcy Law”. Later, Evergrande clarified that the company's US dollar bonds were governed by New York law, so it applied to the US court for recognition of the overseas debt restructuring agreement arrangement under the Hong Kong and British Virgin Islands (BVI) legal systems. This move was part of the normal progress of overseas restructuring procedures and did not involve the bankruptcy application.

Earlier, China Evergrande announced on the Hong Kong Stock Exchange that revenue for the first half of this year was 128.18 billion yuan and gross profit was 9.8 billion yuan. Operating losses during the period were $17.38 billion, non-operating losses (including other losses such as lawsuits, land revocation, equity disposal and asset valuation impairment) of $15.03 billion, income tax expenses of $6.84 billion, and a total net loss of $39.25 billion.

Editor/Somer