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Chongqing Caixin funds under pressure

By Fan Hongmin Zheng Lipeng Beijing

Licensed to operate the formal implementation of the eve of the "gold control" has been surging.

Recently, the China Business News reporter noted that Chongqing Caixin Enterprise Group Co. The reporter mastered the data information shows that the Chongqing Caixin Group and its companies only three financing projects amounted to 2.5 billion yuan, and these financing projects in the product structure is quite "novel", are nested through the trust JSE, the product yield is much higher than the average yield of trust products currently on the market. In addition, the Chongqing Caixin Group's equity has also been pledged on a large scale.

It is worth mentioning that the Chongqing Caixin Group has cleared the equity of one of its insurance companies, and has twice listed the equity of another insurance company, "gold control" strategy contraction is obvious.

celebrated for a while

It is understood that the Chongqing Caixin Group is through the introduction of war to increase the capital way, the trust company part of the equity.

Previously, on July 1, 2019, Huatai Insurance Group disclosed a shareholding change content shows that Chongqing Caixin Group (shareholding ratio of 1.1425%) and other four companies, intends to transfer all of its shares of Huatai Insurance Group to Longjing Industrial Group Co. Industrial and commercial information shows that at present, Chongqing Caixin Group is no longer among the shareholders of Huatai Insurance Group.

Earlier, in January 2019, 5% of the equity of Ancheng Property and Casualty Insurance, was listed on the Shanghai Joint Property Exchange, and the transferor was Chongqing Caixin Group. After the completion of the above equity transfer, Chongqing Caixin Group will completely withdraw from Ancheng Property and Casualty Insurance. The reporter noted that between November 12~December 14, 2018, Chongqing Caixin Group had also publicly listed on the Chongqing Joint Property Rights Exchange to sell this part of the equity.

However, over the years, Chongqing Caixin Group has continuously invested in the equity of financial institutions, has long been a veritable invisible "financial predator".

The public information shows that in April 2009, Chongqing Caixin Group set up Chongqing Jiangbei District Juxing Microfinance Company Limited, with a registered capital of 500 million yuan, mainly engaged in various loans, bill discounting, asset transfer and other businesses. According to a financial institution issued by the Chongqing Caixin Group trust financing product promotion information, Chongqing Caixin Group in the financial field of investment and mergers and acquisitions involved in the field of insurance, banking, trusts, funds and microfinance, with a total investment of more than 5 billion yuan.

In November 2014, Chongqing Yufu management company intends to let the controlling stake in Southwest Securities, Chongqing Caixin Group is also eager to try one of the four interested parties; in February 2016, Chongqing Caixin Group has also initiated the first Chinese enterprises to attack the acquisition of overseas securities trading venues, the acquisition of the target for the U.S. Chicago Stock Exchange, founded in 1882, but these two equity acquisition plan The company's first overseas acquisition was the Chicago Stock Exchange, which was founded in 1882.

Up to now, Chongqing Caixin Group has directly or indirectly participated in financial institutions including property insurance, life insurance, village banks, agricultural banks and trusts, etc.

Chongqing Caixin Group is the first Chinese company to have made an acquisition of a stock exchange in China.

High-interest financing

In addition to the contraction of the financial layout, this reporter also noted that the Chongqing Finance Group is currently through a number of channels of large-scale financing.

For example, a western trust company issued by the Caixin Group debt investment pooled fund trust plan, financing scale of 1.3 billion yuan, the trust period is divided into 18 months, 21 months, 24 months, all the funds raised to subscribe to the Beijing Financial Assets Exchange listing issued by the "Chongqing Caixin Enterprises Group Co. "The product yield is 8.5%~10%.

The product information obtained by the reporter shows that the total issue size of the "Chongqing Caixin Enterprise Group Limited Debt Financing Plan" listed and issued by the Beijing Financial Assets Exchange is not more than 2 billion yuan, and it is expected to be issued in mid-September 2019, with a term of not more than 3 years (the term can be customized). Also in September 2019, the above-mentioned Western Trust Company completed the due diligence report on the Chongqing Caixin Group Debt Investment Pooled Fund Trust Plan for investing in the "Chongqing Caixin Enterprise Group Limited Debt Financing Plan" of the Beijing Financial Assets Exchange, and the product is still in the process of fundraising until recently.

A trust company in the northern region issued by the Chongqing Caimao pooled fund trust plan, financed by Chongqing Caimao Materials Co., Ltd., financing a total size of not more than 300 million yuan, the performance comparison benchmark of 8.2% / year ~ 8.4% / year, the funds are used to subscribe to the "Chongqing Caimao Materials Co. The funds are used to subscribe for "Chongqing Caimao Materials Limited 2020 Private Placement Bond No. 1", Chongqing Caixin Group and Mr. and Mrs. Lu Shengju, the controllers of Chongqing Caixin Group, provide joint and several liability guarantee for the repayment of principal and interest of Chongqing Caimao's private placement bonds. The "Chongqing Caimao Materials Co., Ltd. 2020 Private Placement Bond No. 1" is filed with the Wuhan Financial Assets Exchange.

Another trust company in the northern region issued by the Chongqing Caixin collection of trust plans, financing for the main body of the Chongqing Caixin Environmental Protection Investment Company Limited, the trust size of 200 million yuan, the term of 12 months, the trust's annualized return of 9% to 9.5%, the funds are used to supplement the environmental protection of the Caixin liquidity, the guarantor for the Chongqing Caixin Group.

It is worth mentioning that the above-mentioned Chongqing Caixin Group related financing products yield between 8% to 10%, compared with the current trust product market average yield, obviously high. The data on September 3, using the beneficial trust network shows that in August **** there are 53 trust companies set up a collection of trust products 1420, the average yield of 6.78%, down 0.28 percentage points, down 1.33 percentage points year-on-year.

Earlier, Zhou Yiqin, vice president of the Institute of Financial Regulation, said in an interview with this reporter that the JSE filed debt financing plan has been very clear, the nature of the "non-standard", trust products invested in such SPV (special purpose vehicle, here refers to the trust invested in the JSE filed products) shows that trust companies are not the "non-standard". The company's main goal is to provide the best possible service to its customers," he said, adding that the company has been able to provide the best possible service to its customers.

Money is tight?

On November 30, 2019, Chongqing Caixin Real Estate Development Company Limited (hereinafter referred to as "Caixin Real Estate") holding Caixin Development (000838.SZ) announced that, as of the date of disclosure of the announcement, Caixin Real Estate, the actual controller of Caixin Development, has accumulated a pledge of 98.53% of its shares. Has reached 98.53%. Previously, on November 22, Caixin Development announced that Caixin Real Estate, the de facto controller of Caixin Development, has pledged 100% of its shares. The industrial and commercial information shows that Caixin Real Estate is a wholly owned subsidiary of Chongqing Caixin Group.

In addition, Chongqing Caixin Group's stake in the life insurance company, Ancheng Property and Casualty also pledged, the former pledged 100%, the latter pledged more than 80%.

It is worth mentioning that the announcement of Chongqing Agricultural Commercial Bank (601077.SH) in March this year mentioned that "the thirtieth meeting of the fourth board of directors of Chongqing Rural Commercial Bank Co. agreed to give the group a comprehensive credit line of 9.979 billion yuan to Chongqing Caixin Enterprises Group Co. and its related parties. "

This move had caused investors to question Chongqing Rural Commercial Bank, "as one of the ten largest shareholders of Chongqing Caixin Group pledged 220 million shares, does it indicate that its capital chain problems? The company to Chongqing Caixin Group credit 9.9 billion yuan, there is no investigation to confirm that the Chongqing Caixin Group large amount of pledged shares because of the financial chain of major risks. Whether the company to Chongqing Caixin Group credit is a benefit output." In this regard, Yu agricultural commercial bank director secretary replied, "As of December 31, 2019, Chongqing Caixin Group holds the Bank's shares numbered 443.1 million shares, of which the number of pledged shares shares 221.5 million shares, pledged shares by the Bank's board of directors for the record, and has fulfilled the pledge registration formalities."

On the above 9.979 billion yuan of credit, Chongqing Caixin Group has been used, the reporter called to write to the Yu agricultural commercial bank, as of press time did not receive a response.

The eye of the sky shows that in addition to the aforementioned three trust financing products involved in the trust company, since the second half of 2019, Chongqing Caixin Group and its companies at least 2 other trust companies, 3 banks, 2 financial leasing companies have pledged equity.

Recently for Chongqing Caixin Group issued a financing product of a trust company wealth department said to reporters, Chongqing Caixin Group funds are very nervous, is around the financing.

This reporter to invest in the identity of the product consulting, a third-party wealth marketing Chongqing Caixin Group trust products introduced that its sales of Chongqing Caixin Group trust financing products have been shelved. The reason for the shelves is that Chongqing Caixin Group is currently financing through a large number of financial institutions, the yield is very high, the financial situation is not good, there is moral hazard.