lian xi ren:jinmingwei
jieqiadelvfeng:010-68576852
5yue21ri,xifangyuanlin(002310.sz)xuanbugaosubugao,gongsiyuandasuanfazhai10yiyuan,danzhongjiujinchoudezijin5000wanyuan,zhandasuanzongfanweidebilijinwei5%。
shoucidongjingyingxiang,5yue24rikaipan,xifangyuanlingujiadadie8.74%,shoubao15.03yuan。shou“fazhaimen”shiwuyingxiang,xifangyuanlintingpaiqiandekaipanjiayijiaoxuanbufazhaichengguozhiqianyigemaimairidekaipanjiaxiadiekuayue20%,shizhisuoshuiyue100yiyuan。
多家PPP公司股价大幅下跌
cicifazhaimentimusuojifadebaodie,zaiciqianyiyouleqianzhao。4yue27ri,caiwubuxuanbu《duijinyibuzengqiangpppshumomingmubiaozhunbanlidegaosu》(xiacheng“《gaosu》”),duiheduicunzaitimude173gedangjuheshehuibenqianxiezuo(ppp)shumomingmutingzhifenleicuozhi。
caiwubu、guoziweilianxuxiafagaosu,qingqiuduipppmingmutingzhizhengli,2018nianyilaibianyixiangyoumoushengfenpppmingmuquanxianfugongdedongjingchuanchu,bencipppqingsuanchengguoluodi,yerangyixiepppgongsidegujiachengxianledafuxiadie。bifang,lingnangu(002717.sz)、pubanggufen(002663.sz)、mengcaoshengtai(300355.sz)dengzi4yue27riqitouzhi5yue28ridegujiajunyundiefuyichao20%。
lingnangufenzhutingtingyeweishengtaiqingkuangxiufutingye、wenmingyoulantingye、shuiwushuiqingkuangbanlitingye,2017nian,gongsishixianzhichu47.78yiyuan,sandabankuaibielishixianzhichu30.57yiyuan、8.91yiyuan、8.29yiyuan,zhanzongzhichudebiliwei63.99%、18.66%、17.35%;2017nian,gongsishixianjinglirun5.09yiyuan,tongbizengtian95.27%,chengzhangshitouhenshixunmeng。
pubanggufendetingyefenweiyuanlinjingguanlei、huanbaolei、hulianwangshujubanshilei,2017niangongsishixianzhichu35.76yiyuan,sandabankuaibielishixianzhichu26.87yiyuan、3.89yiyuan、4.99yiyuan,zhanzongzhichudebiliwei75.14%、10.89%、13.97%;2017nian,gongsishixianjinglirun1.51yiyuan,tongbizengtian44.41%。
mengcaoshengtaidetingyeshouyaobaohanshengtaiqingkuangfuzhi、nongyeshizhiyufamai、guangfufadianzhichujiqiyu,2017nian,gongsishixianzhichu55.78yiyuan,sidabankuaibielishixianzhichu54.45yiyuan、9431wanyuan、2055wanyuan、1838wanyuan,zhanzongzhichudebiliwei97.61%、1.69%、0.37%、0.33%;2017nian,gongsishixianjinglirun8.43yiyuan,tongbizengtian148.73%。
zheixiepppgongsisanbuzaichabiedexifenxingye,zongguanjinliangniandechengzhang,gongsizhichuhelirundezengtianhenshiminjie,keshigujiabingbuchengxianhuayifududexiadie,fanerchengxianlejiaodadexiadie。pppxingshidegongsiguzhiyechengxianlepangdadehuidiao。
前车可鉴
pppxingshideshangfengzaiyutanengzhenghegengduodeshehuibenqian(jibaohanbenqian,yebaohanshouyi、zhuanye、banliherenlibenqian)peihegongyingdazhongbanshi,yishixianduoyuanzhutixiezuogongyingdexinchanghepaichang。yifangmian,zheileiduoyuanzhutixiezuogongyingsuobirandailaidexiezuogailiangledazhongbanshigongyingjizhi,jinshenglegongyingcaineng;lingwaiyifangmian,zhuanyehuadexiezuohefanweixiaoyingyouyiyujinbugongyingxiaolihepinzhi,xiajianggongyingbenqian。
huishoubuzhangdehanqing,guranpppxingshishangfengjiaozhe,keshizaiguowangzhongyechengxianleliangduoshilianli,bifanghangzhouwankuahaidaqiaoshicengdetianxiazuizhangkuahaidaqiao(jinchaopaizaimeiguopangqiateleienhudaqiaoheqingdaojiaozhouwandaqiaoyihou,weiliedisan),hunningtuyongliangxiangchengyuzaizao8geguodudajuyuan,yonggangliangxiangchengyuzaizao7ge“niaochao”,zhangduxiangchengyu21zuowuhanzhangjiangdaqiao,zheizuodaqiaotouzigusuan118yiyuan,xianshishangyinweidasuanbiange、yuanziliaobenqianxiadiedengyuanyouzuichudezaojiadaodale200yiyuan。dasuandebiangejitouzirendailailepangdadebenqianyali。
hangzhouwankuahaidaqiao2003nian11yue14riwangong,2007nian6yue26riguanchuan,2008nian5yue1ritongche,zaicishidaiyixiangxiaoxibushi,zuishoucunjuandewuyishifuzhiqizhongdeguanfangchezichuanshuofengwenhetouruliyongyihouchuochuoyouyudenijing。
zaichusuodangjubishidexuanyangzhong,hangzhouwandaqiaomingmushiguojidiyigeyichusuominyingqiyeweizhuti、touzichaobaiyiyuandeguodutedaxingjiaotongdizijucuocuoshimingmu。zaidaqiaogongchengzhengshilixianghou,baohanwaizizaineidehaofantouzifangdoushufalejiliededaochangyuwang,bingchengxian“minzizhengzhecangu、yinxingqiangzhecunkuan”derelieqixiang。neishidaochanghangzhouwandaqiaomingmubingbuqingyi,yaoxiangdaochangdaomingmuwaimiandoubixuyouxieqili,zaiminzirugudaqiaocenlingqi,gongyou17jiaminyingqiyecangu,guanfangbenqianyiduzhandaolequanbumingmude55%。
keshi,zaikexingxingbaogaohuopide2003nian,yageer(600177.sh)bianjianghangzhouwandaqiaogongsi40.5%degufenrangdujilechusuoguoqiningbojiaotongtouziwuxiangongsiheqiyuminyingqiye,lakailebenqiantuiquedeweisheng。congyageershouzhongjieguo17.3%gufendesongchengtuantiliangnianhouyexuanbujiaru,yangqizhonggangtuantijiebanguquan,dao2012nianyourangdulejishanghaishiye。zai2008niandaqiaojianchengqianhou,debangdaqiaotouzi、hesengangguandengyipifanweijiaoxiaodeminqiyejianggufenrangdujileningbojiaotou。tingzhi2012nianshangbannian,hangzhouwandaqiaomingmudesandaguoyougudongsuozhangufenyizhandaolezonggubende85%。
conghangzhouwankuahaidaqiaodedasuandaojianchengzhei10nianjian,cenglvcizhuijiatouzi。congdasuanjieduan64yiyuan,daomingmulixianghoude87yiyuan,zaidao2003nian《kexingxingbaogao》jichudezongtouzi107yiyuan,dao2011niande136yiyuan,cangudeminqiyixianqitouru,zhinengchixuzhuijia,zhongjiubei“taolao”。
tongxingfeishihangzhouwankuahaidaqiaodeduyizhichulaili。cong《hangzhouwankuahaidaqiaogongchengkexingxingyantao》laikan,neishizhanwang2010niandaqiaodecheliuliangwuwangdaoda1867wanliang,danxianshicheliuliangduyi1112wanliang,biyuqishaole30%yishang。2012nian,daqiaodexianshicheliuliangzengtiandao1252wanliang,rengranbudiebaogaogujide2008niantongchexishicheliuliang1415wanliang。yanjundeyuqishouyiwupanzhishiminqijueyidasuanmaobing,2013nianzhengnian,daqiaodezijinquekoudaoda8.5yiyuan,erzuoweiduyizhichulailidedaqiaotongxingfeizhichuzhengnianjinwei6.43yiyuan。anzhao 30nianmianfeikerijijiao,dizimeifashoushoujieguanbenjin。congmingmushouyidejiaodulaikan,yinweitouzigusuandebiange,zhichuyuqidebubaofudengyuanyou,cicidepppmingmubingburanggefangshixianzuidahuadehaochu。
lingwaiyigeshilianlishishuanggangzhaziranshaofadianchang,gaidianchangxitianjinshidangjuyutaidagufenwuxiangongsixiezuodebotmingmu,houzhetouzi5.4yiyuanguominbi,gongchengshexiangcainengweinianchuzhizhazi40wandun,zhantianjinnianhukouzhazizongliangde25%,texujingyingqi30nian。keshiyihoumingmujingyingbingbubeiguan,yishipeitongranshaozhazichanshengdeerwuyingqitiyouzhiaishenfendechuanbuzhishizhoubianzhuminfaji,shangfangzanyangshenzhiquntishiwubushi;ershitiaoyuehuadingyinweishangdingyuanyouzhishimingmushouyiquefa,dangjugongyingcaiwubutie,danyinweiduidangjubutieshumubumingbaijieshuo,zhishimingmugongsichengdangleshouyiquefadeweixian。ru2012niancaiwubutiequefa5800wanyuan,jinzhangongsizhutingtingyezhichude1.25%,eryihou,qiyejiaoqu,gongjiabumaizhang,mingmuduorujintuishiju。
guranpppgongsilirunhengao,keshimingmusuodailaideweixianrengranbukemiaoshi。
清算与整理
2014nianyilai,tianxiagedipppmingmuchengxian“jingpenshi”zengtian。anzhaocaiwubupppzhongjianshuju,tingzhi2017nian6yuewei,caiwubutianxiapppzonghexinxipingtaiyishoulumingmu1.3wange,dasuantouzie16.3wanyiyuan,yiluodimingmutouzie3.3wanyiyuan,longgai19gexingye;tingzhi2017nian12yuemo,tianxiapppzonghexinxipingtaibanlikumingmu7137ge、touzieda10.8wanyiyuan。congfanwei、guangdu、shenduheyingxianglilaishuo,zhongguoshichangyijingshihuanqiuzuidadepppshichang。
jinchao,guojijienapppxingshidemingmudafanweijihezaidizijucuocuoshifanchou,baohangonglu、ditie、qiaoliang、didao、wushuihezhazichuzhideng,zheixiedizijucuocuoshichushitouzifanweida,jinjinyituodangjudecaiwutouruyimeifazhizuxuyao,jienapppxingshiyinrushehuibenqiandaochangbinggongyingcileidazhongchanwuhedazhongbanshishiyigeyouyongqiezhuyaodebuchongshouwan。
2017nian,zhongguogdpzongliangkuayue82wanyiyuan,zengtianlvwei6.9%,cizhongbiranyoupppdejinxian。yingdangshuopppweidizijucuocuoshidegailiang、wenzengtian、diyuchengzhangqidaolezhudongdeganhua,keshirenheshiwudouyouliangmianxing,pppyeyiyangrusi,zaiyiqigaogedajindetongshiyechengxianlezhuduoluanxiang。
caiwubujinqixuanbude《gaosu》zhichu,jiangbuzaichixujienapppxingshide30gemingmudiaochushumomingmumingdan,bingqingjiarumingmuku,jianghaimeiyoushixianshehuibenqianfangtuixiaohuomingmushixingchanshengyanzhongbiangede54gemingmudiaochushumomingmumingdan,baoliuzaimingmuku,chixujienapppxingshishixing。duiyunzuoxingshibubiaozhun、tuixiaofashibusongsan、qianyuezhuticunzaixiacide89gemingmuyu6yueweiqianshixianzhenggai,guoqirengbuheshixiangganqingqiude,diaochushumomingmumingdanhuoqingjiarumingmuku。
cong2017nianzhi2018nianxuanbudeyixiliexiangganwenjianzhongkekanchu,pppmingmuzhengzaicong“fenliang”dechengzhangzhubuzouxiang“zhongzhi”dechengzhang,genzhezhengcedebushichutaihebiaozhun,jianglaidazhongxinggaopinzhidemingmuhedadepppgongsijianghuijuyougengduodejiyu。