再见了,王健林!再见了,万达!

风清扬斈 1个月前 (01-07) 网络资料 207 0

王健林亏掉了628亿,究竟发生了什么?

根据最新的中国富豪显示,王健林身价883亿元,排名第14位,财富缩水超过682亿元。要知道,王健林去年还排在第四名的位置,一年时间身价蒸发这么多,这还是比较罕见的。就在稍早之前,王思聪因为欠款1.5亿元,被北京当地法院,列为了被执行人,一时间又成为舆论关注的热点。

可能在大家的意识里,王健林一直是中国的首富。他曾在2013年和2015、2016年连续登上中国首富的宝座,堪称是事业最辉煌的时期。就连王思聪都经常被冠以“首富之子”。但在2016年之后,由于海外投资蒙受重大损失、企业高负债受到外界质疑,王健林开始要轻资产化、去房地产化。自此之后,万达的业务也大不如前了。

近几年,王健林正在使万达集团进行艰难转型:首先,轻资产化,降低负债率,把一些不赚钱的资产给清理掉,减轻压力。从前两年开始,在王健林的主导下,万达集团就开始抛售旗下的重资产项目。万达集团将旗下众多酒店、文旅项目统统出手,只是为了减少企业负债率。据悉,这一次交易涉及到的总金额高达637亿元。接盘者是富力地产,以及融创的孙宏斌。

再者,万达集团将去房地产化,转变成服务型企业。2018年2月,万达商业地产更名为万达商管。万达商管表示,将在1至2年内消化房地产业务,未来不再进行房地产开发,转型成为一家纯粹的商业管理运营企业,为上市铺路。具体的思路是,以后万达将成为服务性企业,就是由别人出钱投资,万达商管来替你选地址、建造大型商业综合体,并给你提供招商出租、物业管理等服务,这样王健林就不用再在房地产开发上投入太多资金。

不过,万达要从重资产的大型商业地产公司转型到轻资产的服务类商管公司,则要忍受阵痛将在所难免。万达集团2018年总营收为2142亿元,同比下降近6%。其中,万达早年起家的地产业务,营收540亿元,同比暴跌近35%。让王健林稍感安慰的是,万达的转型还是有希望的。2018年万达服务业收入1609亿元,占总收入的75.1%,这也是万达第一次在年度经营业绩中公布了自己服务业的收入占比。

最后,在去房地产化后,王健林为将来万达的业务增长,找到了四个支撑点。在王老板的规划里,转型后商业、文化、金融、电商将成为万达的四个支柱产业。当然,王健林还要把万达商管转型成为一家纯粹的商业管理运营企业,为上市铺路。此外2018年万达金融收入433.6亿元,同比增长28.6%。但来年的金融收入是否还能保持如此增势并不好说。

可能,对于王健林来説,富豪榜的名次下降几名,或者资产缩水600多个亿为都是“小事情”,因为,万达集团现在要完成由蚕到蛹的褪变过程。第一步将原来的高负债率降下来,轻资产化。第二步完成去房地产转向商管领域,就是由别人出钱,万达来帮你做项目开发、运营。第三步则是培育万达的四大支柱产业,为万达找到新的经济增长点。如果万达转型成功,区区几百亿资产损失王健林不会在意,而如果万达转型失败,问题就比较严重了。


最近,一条消息闯进了人们的视线,让人唏嘘:
" 王健林怎么了?!"
原来,苏宁易购在一次发布会上宣布:原本属于万达集团的 37 家万达百货门店已正式更名为苏宁易购广场,并将其打造为智慧零售广场。
据悉,第一家改造门店已正式亮相。

以后吃完饭,也不叫 " 逛万达 ",要改叫 " 逛苏宁 " 了 ......
一时间,网上各种消息疯传:

王健林,这位曾经连续数年位列福布斯中文富豪榜首位的商业巨鳄,正在遭遇他人生的 " 滑铁卢 "。

大部分人开始熟悉王健林,大概是从 16 年那句:
" 最好先定一个能达到的小目标,比方说我先挣它一个亿!"
此言一出,全网炸了。有膜拜的、有仇富的、有鄙视的、有自嘲的 ......

那是他高光时刻的自信和自傲。
2013-2017 年,王健林和万达顺风顺水,那时候的万达集团傲视群雄,王健林就是这商业高峰上那头气势磅礴的雄狮。
2013 年,王健林以净资产 860 亿元,问鼎福布斯中国富豪榜首富宝座。
2014 年,万达商业如愿在香港上市。
2015 年,全球化:收购美国第二大院线 AMC、世界铁人公司、盈方体育传媒集团、马德里竞技足球俱乐部等优质资产。
到 2017 年初,王老板已手握 200 多个万达广场、10 多个万达城、80 多家五星酒店、1300 多家全球影院、2 家美国电影公司、1 家英国游艇公司、名画古玩不计其数 …...
一夜之间,一座座万达广场林立在中国各线城市,万达游乐园要与迪士尼比个高低。
那段时间,王老板的口头禅就是:" 把中国文化输出到全球 "。
但言多必失,他甚至在公开场合肆无忌惮地说:" 万达进入的行业,无论国企、央企,都没机会做老大。"
这也为他跌落神坛,就此埋下伏笔。

还记得 2012 年,在《CCTV 中国经济年度人物》现场颁奖时,马云主动和王健林怼了起来 ......
那时候,王健林在中国福布斯富豪榜上排名第三,而马校长则连前十都没挤进去。
一个线下大佬,一个线上明星。
双方当场约定:到 2020 年,如果电商占中国零售市场份额 50% 以上,王老板给马校长 1 个亿,反之则马校长给王老板 1 个亿。

回头看,阿里巴巴的商业帝国伴随着淘宝的疯长逐年扩大,19 年的双十一晚会后,线上交易额又秒杀了往年。
电商市场不仅超过中国零售市场份额 50%,仅仅是马云创建阿里也早已占了这份额的半壁江山。
截止 2019 年 1 月,中国福布斯富豪排行榜上,马云已位列第二,王健林则掉到了五名开外。
最终,一场 10 年赌约:一个风生水起,另一个黯然离场 ......

从 2017 年 6 月起,王老板就开始专心变卖万达旗下资产。
无论是海外的,还是国内的;无论是金融、文旅、影视、还是其它 ...... 说甩就甩,说卖就卖,力度之大,着实令人震惊。
2017 年 7 月 19 日,万达商业与融创中国、富力地产签订协议,总额高达 637.5 亿元,签约仪式上还 " 摔了杯子 ";
2018 年 1 月 29 日,腾讯、京东、苏宁以及融创共同组成财团,出资 340 亿元,收购万达商业 14% 的股份。
2018 年 2 月 5 日,阿里出资 46.8 亿元、文投控股出资 31.2 亿元,分别成为万达电影第二、第三大股东;
2018 年 5 月,万达作价 3.15 亿澳元,卖掉澳洲黄金海岸项目及悉尼项目;
2019 年 1 月 8 日,百年人寿官网披露,万达以 27.18 亿元,将百年人寿 9 亿股股份转让给绿城中国;

而时至今日,万达百货下属 37 家百货门店,被甩卖给了苏宁。
我们对背后的商业操作指向不得而知,但这巨大的万达集团,却在这短短三年里:
13 个万达城、70 多家酒店、37 家万达百货、一大堆万达广场、长白山度假区 ….. 都卖了!
王健林的资产也一度缩水 600 亿!
曾经的首富,曾经的帝国,现已岌岌可危,断臂能否求生,都尚且未知 ......

有人说:王健林失的不是 " 意 ",而是 " 势 "。
他的商业版图一再动荡,放眼这数十年的变动,竟与他独子王思聪的投资生涯相似度极高。
2009 年,王思聪学成归国,王建林拿出 5 个亿,让儿子练练手。
于是,普思投资成立了。
9 年间,王健林给的 5 亿,变成了 63 亿,翻了 12 倍。" 虎父无犬子 ",王思聪终于证明了自己 .....
可前阵子,却频繁爆出王思聪资不抵债,各投资项目转手关停,公司股权冻结,且被划为执行人,多次被冻结个人名下资产。

王思聪一度消失了,不再高调、清空微博、退了头衔。
而父子俩背后的万达系开始出现股东退出、高管离职、员工裁员等一系列衰退事件,并开始每况愈下,不得不也低调起来。
据悉,2018 年,万达的债务,已陡然攀升到 4205 亿元。
而一篇文章:《再见了,万达帝国:负债 4205 亿,王健林首富变 " 首负 "!》也刷爆了朋友圈。

我之前写王思聪的时候,人们说:" 瘦死的骆驼比马大 "
这话不假。
但对王健林,对万达来说,这瘦下来的斤两,究竟有多重、剜了多少肉、流了多少血,只有他自己清楚。
当一个人曾登上过顶峰,看过这世上最极致的人生与风景,才会发现脚下一滑后,不是小丘小壑,而是万丈深渊。
想起一句:
眼看他起高楼,眼看他宴宾客,眼看他楼塌了 ......
这世上唯一不变的,就是变化。
有人正经历人生之辉煌,有人已尝过落魄之窘境。
人生不易,且行,且珍惜!


之前“王思聪被限制高消费”引起了网友们的广泛关注。

王思聪今年的投资实业遭遇空前的滑铁卢,首先受到冲击的是他一手创办的电竞直播熊猫TV。

随后电竞团队解散,带来不少的冲击,慢慢的其他公司也受之牵连,最终欠下1.5亿的债务。

根据中国执行信息公开网消息,王思聪因欠钱未还,或许会被限制高消费,也就意味着如果他一直不还钱,接下来王思聪不能坐飞机,不能进高尔夫球场等高消费场所。

“老公长、老公短,老公出事没人管”,此一时彼一时。

还记得当年王思聪带着他的狗王可可坐飞机,被问起坐飞机让带狗吗?他回答道:“不知道我是私人飞机”,当时的王思聪作为首富的独子,风头无两。

出了这件事之后,王思聪低调了许多,有很多人疑问:1.5亿对王思聪老爸王健林应该不算大钱吧,为什么不出手帮儿子还清债务呢?

01

然而真实情况却是:王健林财富缩水超过682亿元,王健林去年还排在第四名的位置,一年时间身价蒸发这么多,这还是比较罕见的。

真可谓是:“一文钱难倒英雄汉”。

可能在大家的意识里,王健林一直是中国的首富。他曾在2013年和2015、2016年连续登上中国首富的宝座,堪称是事业最辉煌的时期。

就连王思聪都经常被冠以“首富之子”。但在2016年之后,由于海外投资蒙受重大损失、企业高负债受到外界质疑。

王健林开始要轻资产化、去房地产化,自此之后,万达的业务也大不如前了。

2018年2月,万达商业地产更名为万达商管,将在1至2年内消化房地产业务,未来不再进行房地产开发,转型成为一家纯粹的商业管理运营企业,为上市铺路,这就意味着王健林就不会在房地产开发上投入太多资金。

而且,从2012年起,万达海外投资额已累积高达2451亿(全部折合成人民币)。这一过程无疑是“海外资产化”。

据不完全统计,万达在海外的投资遍布美国、欧洲、澳洲和印度,而且以王健林鄙弃的“重资产”居多,领域涵盖地产酒店、影视、娱乐设施和奢侈品巨头,还有莫奈和毕加索的两幅画。

这还不算,王健林在接受央视采访时还曝光万达在马来西亚和印尼拥有投资项目,这两个投资额都超过百亿美元。这真是大手笔的投资了……

《华尔街日报》的报道称,万达集团被限制的六个境外项目中,四个已经在2012年至2016年完成,两个尚未开始。

这些交易包括万达收购全美第二大电影院线AMC、美国卡麦克院线、英国圣汐游艇生产商、好莱坞制片公司传奇娱乐等。

虽然这些交易已经完成,但中国政府的监管行动似乎将阻止万达从国内银行获得与这四项收购有关的新贷款。这一举措也给万达尚未开始的两项交易的融资蒙上了阴影。

而且中国国务院去年11月出台限制中国企业对外投资的规定,试图缓解资本外流给人民币带来的巨大压力。按照规定,中国不鼓励国内企业投资海外房地产和娱乐资产。

这是什么意思?大家可以细细品味一下王思聪为何被点名,庄主也不便说太多。

所以,老王可能真的没钱替小王还债了,而且王健林的身份可能也不适合出这个钱,毕竟牵扯到万达股东的利益。

02

前段时间王思聪在社交网站上晒出自己和友人去日本滑雪的照片,以及在日本排队买东西被偶遇的画面等等,诸多消息也都表明王思聪似乎并没有受到这一系列事件的影响。

有人猜测王思聪去北海道是找好兄弟秦奋借钱,对方在当地有滑雪俱乐部,冬天基本都留在那里。

还有人说王思聪去滑雪是因为需要联姻来解决困难,跟他一起去北海道的女孩就是他要讨好的“富家千金”。

该吃吃、该喝喝,啥事不往心里搁?昨日,有媒体称继24日王思聪在京被执行案件和解后其3条限制消费令也均已取消并且在法院的3个服务合同纠纷案件也已撤回。

看来这笔钱已经填上了。难不成国民老公真的变上门女婿,未来岳父替他还了债?

果不其然,他的背后还真有一个有实力的女人。

但这个人不是别人,就是他的妈妈,今日港媒爆出王思聪的妈妈林宁替他偿还了1亿的债务。

03

王思聪一直顶着老爸王健林的光环,很多人忽略了王思聪的妈妈。

其实王思聪的妈妈林宁也是一个很有实力的女人,林宁娘家也有一个投资集团,而且深不可测。

作为王思聪背后的女人,林宁的身家虽然比不得王健林但依旧不容小觑。林宁担任董事长的林氏投资集团与万达集团的渊源颇深,两者不仅是合作商更是战略合作伙伴。

据公开资料显示,林氏投资的北京欧兰特俱乐部被《罗博报告》评为中国五大极品俱乐部之一。

2009年年底,欧兰特俱乐部成为中国企业家俱乐部指定的专属俱乐部,商业领袖们的许多重要活动都选在欧兰特俱乐部举办,进入该俱乐部就是进入了真正的上流圈子,据说柳传志、马云等企业家都是该俱乐部的会员。

由此可见,林宁的背景惊人实力强大,是掌控中国最顶级会所俱乐部的“名女人”,身家早已过百亿。

不仅如此,她的交友圈也十分广泛,王室贵胄到大牌明星皆是她的座上宾,和刘嘉玲是好友,曾经和赵薇来往密切,甚至和英国王子查尔斯亲密合照,和摩纳哥王妃相拥聚会。

王思聪对林宁依赖中带着尊敬,当初他被父母丢到国外去留学,林宁还陪他在国外生活了几年,所以在面对母亲的时候,嚣张的王校长变成了乖巧的小孩子。

林宁生日时王思聪拍了2亿的翡翠送她当生日礼物,可见母子关系一直很深厚。

由此,网友们也大概明白了王思聪为何在出事后依旧能保持一副泰山崩于前而面不改色的从容姿态了,就算没有老爸帮忙,还是老妈在呢。

不过即使母亲为他处理好一亿元债务,他自己还要筹集5000万元才能彻底解决债务,但想来这对于王思聪来说就是真的“小钱”了吧。

Dalian Wanda Group has gone through a severe slimming exercise ever since it was placed on a watch list by Chinese regulators in April 2017 – for highly leveraged acquisitions around the world – as part of a government drive to crack down on debt and prevent private-sector borrowings from hurting China’s financial system.

Other companies on the watch list include Anbang Group, HNA Group, Fosun Group and CEFC China.

Wanda, the flagship of Wang Jianlin, China’s wealthiest man, is not halfway through selling assets to repay debt, based on an analysis of his assets and liabilities. As of the end of March, Wanda’s balance sheet had shrunk by more than 170 billion yuan (US$25 billion) from end 2016, or more than 20 per cent.

It still faces 182.2 billion yuan in debt obligations, including bonds and loans, an equivalent to 30 per cent of its current total assets.

“Over the past two years, Wanda has furiously shrunk its balance sheet by more than 20 per cent. And its unwinding will continue, as it still faces more than 180 billion yuan in short and medium-term debt obligations,” said Brock Silvers, managing director at Kaiyuan Capital in Shanghai.

China faces tidal wave of exits by ageing tycoons. Their succession plans will shape China’s future
11 Jan 2019
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SCMP Graphics

Wanda also privatised its Hong Kong-listed unit, Dalian Wanda Commercial Properties, less than two years after its trading debut, with the hope of relisting in Shanghai at a better valuation. This has yet to happen, as over the past two-and-a-half years, property companies have found it difficult to get approvals for listings in mainland China.

And in February this year, regulators suspended a review of Dalian Commercial Properties’ IPO application without disclosing any reasons.

To weather the storm, Wanda has also pledged to make massive investments in so-called red tourism projects, promoting visits to historical sites and places of significance to China’s Communist revolution.

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SCMP Graphics

The company signed three separate deals between October and December last year with local governments and said it planned to invest a combined 52 billion yuan in cultural and tourism projects in Zunyi, in Guizhou province, Lanzhou, in Gansu Province, and Yanan, in Shaanxi province.

Meanwhile, the unwinding of its assets continues.

In February, it sold all 37 Wanda Department Stores to Suning.com for an undisclosed amount. Suning.com said it would reveal the figure in its 2019 financial report this year.

Wanda currently owns only one overseas property project, the Vista Tower in Chicago. It still holds substantial stakes in AMC and Legendary Pictures and controls British yacht maker Sunseeker International. In sports, it owns Swiss sports marketing firm Infront Sports & Media and World Triathlon Corporation, organiser and promoter of the Ironman races.

Wang’s net worth has plunged by about 37 per cent since a peak in 2017 of US$31.9 billion to US$20.2 billion now.

“The company faces real risks, but Wang Jianlin seems committed to deleveraging,” said Silvers.

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SCMP Graphics

Mr Wang Sicong, the only son of the founder and chairman of Chinese conglomerate Dalian Wanda Group Co., reached an agreement with creditors after local courts declared him a debtor and placed curbs on his flamboyant lifestyle.

The 31-year-old will compensate dozens of investors in his now bankrupt entertainment firm and will shoulder a loss of almost 2 billion yuan (S$387 million), according to a statement on the website of his investment firm, Prometheus Capital. It didn't provide details.

Mr Wang has been battling the fallout of the collapse this year of Shanghai Panda Entertainment Culture Co., which he founded in 2015 as a streaming platform and later diversified into event planning and animation.

The failure prompted a court in Beijing in November to list the tycoon as a debtor, while Wanda Group - run by his father and billionaire Wang Jianlin - distanced itself from the scion's woes.

"The single failure of starting up Panda Entertainment cannot be taken as the failure of Prometheus Capital and its owner," the investment firm said in the statement Thursday (Dec 26).

As of Friday, Mr Wang was no longer listed as a debtor on an official website run by China's top court.

The junior Wang has dabbled in businesses, including investments in eSports and internet startups, and ran Prometheus Capital, founded in 2012 as a family fund of the two Wangs.

He shot to fame in 2015 for splurging on two gold Apple Watches - retailing for as much as US$17,000 (S$23,000) each at the time - for his dog.

Following his debtor status, a court this year barred him from making unnecessary purchases such as property and traveling first class.

Mr Wang Jianlin, whose net worth is about US$17 billion as per the Bloomberg Billionaires Index, said in a speech in 2016 that his son didn't seem interested in succeeding him at the helm of his empire.

He said he thought it was better to hand Wanda over to professional managers with guidance from the board.

Following an acquisition spree earlier this decade, Wanda has offloaded assets including European soccer clubs and a property in Beverly Hills to focus on building leisure and commercial facilities in its home country.

Wang Sicong, the only son of Chinese property tycoon Wang Jianlin, might need to tighten his purse strings a little.

The 31-year-old - who flaunted his new Bugatti and Ferrari not long ago - has been banned from using his supercars, lavish properties and savings after refusing to pay more than £16 million in debt, according to a court.

He has also been stripped of his rights to have a high-rolling lifestyle by the Second People's Court of Beijing in accordance with the country's social credit system.

A court in Beijing has prevented Wang Sicong, the son of property tycoon Wang Jianlin, from using his supercars and luxury properties until he pays back the £16 million that he owes. The 30-year-old (seen in a picture on his Instagram) likes showing off his high-rolling lifestyle+15

A court in Beijing has prevented Wang Sicong, the son of property tycoon Wang Jianlin, from using his supercars and luxury properties until he pays back the £16 million that he owes. The 30-year-old (seen in a picture on his Instagram) likes showing off his high-rolling lifestyle

He has flaunted two supercars, a LaFerrari and a Bugatti Chiron, in an Instagram post (above)+15

He has flaunted two supercars, a LaFerrari and a Bugatti Chiron, in an Instagram post (above) 

The news came a week after the pampered princeling was slapped a similar ban by a court in Shanghai for failing to pay £414,000 debt. 

'Up until now, because Wang Sicong has not carried out his duty to follow the enforcement notice and pay back the money, our court has imposed spending restrictions on the individual facing the enforcement, and sealed Wang Sicong's assets including properties, cars and bank savings,' a spokesperson of the Beijing court said today. 

Sicong, who was born in China and educated in the UK, is most famous for buying eight iPhone 7s and two Apple Watches for his pet dog.

Sicong, who is the sole heir to his 65-year-old father, often shares pictures of his travels on his Instagram+15

High-end hotels, private jets and luxury goods are often featured in his account+15

Sicong, who is the sole heir to his 65-year-old father, often shares pictures of his travels on his Instagram. High-end hotels, private jets and luxury goods are often featured in his account

The pampered princeling is also a big fan of tropical resorts and beaches+15

Sicong was one of the richest entrepreneurs under the age of 30 in China and estimated to be worth £704 million+15

The pampered princeling is also a big fan of tropical resorts and beaches. Sicong was one of the richest entrepreneurs under the age of 30 in China and estimated to be worth £704 million

In July, the wealthy heir showed off two supercars on his Instagram.

A picture taken in Beverly Hills showed one red and one blue cars.

The red one is believed to be a LaFerrari, a limited-edition sports car from Ferrari that costs at least £776,000.

While the blue one is said to be a Bugatti Chiron, which is worth £1.9 million.

According to Chinese website Sina.com, both cars belong to Sicong. 

Sicong has been banned from flying first class, buying luxury goods, taking high-speed trains and going on holiday, according to a statement released by the court on Tuesday.

He is also barred from staying in high-end hotels, clubbing, playing golf, buying properties and cars, renting upscale offices, among others, the notice says. 

Shanghai Jiading District Court remove its ban on Sicong after his company said he was dealing with the matter and would solve the problem 'as soon as possible'. 

When it rains it pours. A court in Shanghai's Jing'an District yesterday also issued a luxury-life ban on the flamboyant young entrepreneur after he had failed to obey the court's ruling on three separate lawsuits. 

The news came a week after Sicong was slapped a similar ban by a court in Shanghai for failing to pay £414,000 debt. The order was removed after he promised to solve the problem+15

The news came a week after Sicong was slapped a similar ban by a court in Shanghai for failing to pay £414,000 debt. The order was removed after he promised to solve the problem

It is understood Sicong is yet to be discredited by the national system. However, he could be declared a 'deadbeat' and face detention should he disobey the 'luxury life ban'.

Sicong's 65-year-old father Jianlin is worth $12.6 billion (£9.9 billion) according to Forbes. The self-made tycoon founded China's largest real estate development company Dalian Wanda Group and was the country's richest man for many years.

A successful businessman in his own right, Sicong was one of the richest entrepreneurs under the age of 30 in China and estimated 

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