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媒体:《人民的名义》揭露了国企怎样的金融角色
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Topic: 媒体:《人民的名义》揭露了国企怎样的金融角色 (Read 168 times)
hdd3go
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媒体:《人民的名义》揭露了国企怎样的金融角色
April 21, 2017, 11:55:19 AM
#1
汉东省油气集团是个国企全民所有制企业,其中既有投资银行的一面,也有传统商业银行的影子,是个不折不扣的金融企业,接近现实。
《人民的名义》自开播之日起便引起热议。除其中大尺度“反腐”卖点外,这个剧本的作者周梅森显然也很懂金融。
片中汉东省油气集团是个国企全民所有制企业,其中既有投资银行的一面,也有传统商业银行的影子,是个不折不扣的金融企业,接近现实。
作为前省委书记赵立春的秘书兼干儿子的刘新建,被安排到汉东省油气集团出任一把手,刘是赵家从国企转移资产到自己家最重要的人物。
刘新建批六个亿给赵立春儿子赵瑞龙的龙吟公司,刘新建说是股权投资款。投资上市公司ST电卡,油气集团账上却没一股电卡股份,刘新建解释得更轻松,这是后来发生了变化,赵瑞龙的龙吟公司增发以后有钱了,不让他们集团参加投资了——最初冒险给赵瑞龙投资时,油气集团甩手就是三个亿,重组成功了,电卡股份从两块钱涨到三十二块钱,反倒不投了,白让赵瑞龙的龙吟公司赚了九亿多。审讯人员问刘新建:你咋这么笨呢?刘新建竟厚颜无耻地说:不是我笨,资本市场上的事,风云莫测,神仙也看不准。
事实上,这个业务是可能的并且是稳赚不赔的。ST在股票领域上是指上市公司连续两个财年亏损而被特别对待的股票。一般而言,企业和地方政府为了保住珍贵的上市公司壳资源,通常会采取三种方式保壳:政府财政注资;卖学区房扭亏和重组。
其中,重组很普遍,重组成功股价翻倍也很常见,暂且不论。值得注意的是政府财政注资。截至4月18日,A股总计有1973家上市公司发布了2016年年报,其中1912家上市公司获得的政府补助计入当期损益,占比约达97%。这些上市公司获得的政府补助额度有的超过10亿元,有的仅为1万多元。数据显示,中国石油、中国石化、上汽集团、美的集团等9家上市公司获得的政府补助超10亿元。其中,中国石油获得的政府补助多达57.79亿元,位列榜首。
笔者于2013年访美时以纽约加油站油价计算,折合后发现同北京相差不多,如今北京油价是美国的一倍,如此高的油价且处于垄断地位的石油石化还在亏损,个中原因确实有待明晰。
值得重视的是,政府补贴已经成为一些上市公司扭亏或者实现业绩为正值的重要手段。据《证券日报》记者统计,175家上市公司的政府补贴已经超过公司的净利润。这意味着,如若扣掉政府补贴,这些上市公司业绩存在亏损或亏损加剧的风险。
再看电视剧中另一个角色。油气集团通过山水集团对蔡成功的大风厂进行高利贷,过桥贷款利率超过100%。
而现实中的确有国企给中小企业放贷款的现象,且并不少见。国企央企资金充裕,很多企业有自己的投融资部门,一般来说资金主要投向银行理财产品,收益率大约5%;向中小企业贷款,或通过银行发放委托贷款(利率比自己投低,但高于银行贷款利率);还有就是买地,各地频频出现的地王都有国企影子,也是原因所在。
剧中也有招投标买地。国企汉东省油气集团跟赵公子的公司两家竞标,刘新建让去招投标的人“走错了路”,赵公子以两亿价格买了那块地,转手卖了十二亿。
大风厂是无数中国民营中小企业的缩影。在剧中,刘新建对中小企业并不是一视同仁,对赵家和公安厅长持股的山水集团倾力相助,对于大风集团则从利息上压榨。
有趣的是,虽然编剧很懂金融,但是数学似乎有点差。假设刘新建出的6个亿中,4个亿买了ST电卡,其他作为费用,那么,在反贪局陆亦可审查的时候应该是市值64亿元了,除了本金6亿元,还剩58亿。因为重组的费用不可能占到三分之一,那么,这个数字只会多不会少,利益输送真的只有9亿元吗?
□贺江兵(学者)
shileiya
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Re: 媒体:《人民的名义》揭露了国企怎样的金融角色
April 21, 2017, 12:31:07 PM
#2
这部剧真火
biyun15399
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Activity: 238
Merit: 100
Re: 媒体:《人民的名义》揭露了国企怎样的金融角色
April 21, 2017, 12:31:36 PM
#3
每天都在追这部剧
qianq
Member
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Activity: 70
Merit: 10
Re: 媒体:《人民的名义》揭露了国企怎样的金融角色
April 21, 2017, 01:00:26 PM
#4
这部剧里包含的内容真多
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媒体:《人民的名义》揭露了国企怎样的金融角色
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