終止與深深房重組，戰投"回購"靴子落地，中國恆大(03333.HK)持續鞏固穩健經營態勢
11月8日，中國恆大(03333.HK)對外發布公告稱，已終止與深深房的重組計劃。同一時間，深深房亦公告將於11月9日正式復牌，結束四年的停牌之旅。
對於備受市場關注的恆大地產重組事項，伴隨兩家公司的公告這次終於有了一個確定的答案。作為借殼方的恆大盡管最終未能如願回A，但公司在這一過程中不僅經受住了市場的多番考驗與歷練，同時最終也斬獲了豐富的資源加持，彰顯了公司持續保持穩健經營的能力與決心。而隨着此次靴子正式落地，恆大進一步鞏固既有優勢，有望進入到更良性的發展狀態之中。
實際上，回顧這一過程，當初恆大為完成回A計劃引入一系列戰略投資者，並設定了相關對賭協議以及回購條款。而根據此前計劃，如果恆大未能在2020年1月31日前完成與深深房的資產重組而在A股上市，恆大需要以原有投資成本回購投資者所持股份，或者無償轉讓恆大地產股份作為補償，轉讓比例為投資者所持股份的50%。看似不小的壓力之下，最終被恆大一一"破解"。
早在今年9月，恆大已與絕大部分戰略投資人重新達成協議。根據公司9月29日發佈的公告，恆大地產與1300億戰投中的863億戰投簽訂補充協議，戰投同意轉為普通股權長期持有，且股權比例保持不變。剩餘的437億戰投中，恆大已與155億戰投商談完畢，目前正在辦理手續，282億戰投正在商談中。
而此次恆大進一步在終止重組公告中，剩餘戰投資金安排情況，其中，357億戰略投資者亦已商談完畢，即將簽訂補充協議；50億戰略投資者由於涉及其自身大股東的資產重組，正在商談；剩餘30億戰略投資者的本金本集團已支付，即將回購。
從最新公告不難看出，恆大原有的回購壓力已經基本全部被"消化"，在眾多戰略投資者的支持下，不僅展現了恆大龐大的朋友圈和資源整合能力，更為公司後續的發展帶來了更多資源上的支持和期待。
得失之間，恆大所經歷的可謂是中國商業發展必將載入史冊的一段，在這一過程中恆大始終用穩健經營的狀態展現自身發展的實力與定力，而除了此次戰投的基本落定，後續恆大還將陸續分拆優質資產上市進一步增加淨資產降低負債率，不斷鞏固穩健的發展勢頭。(責任編輯：Christine)
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
