高瓴资本张磊跑路新加坡,高位接盘隆基绿能,变相行贿王岐山彭丽媛112亿元人民币

大家好,

股价暴跌70% 隆基绿能老板套现192亿

中国太阳能科技公司、隆基绿能科技股份有限公司(隆基绿能)至今股价已经从高点跌去了70%,近百万购买了该公司股票的投资者损失惨重,深陷其中,但隆基绿能老板却已经套现了192亿人民币。

那么隆基绿能是哪个常委的白手套呢?

隆基绿能作为光伏企业,太阳能科技公司的龙头,在2021年11月底股价创下72.55元/每股的历史高位,而在2020年3月,隆基绿能均价为11元/每股,仅仅过了一年多的时间,股价翻了接近七倍。

但随着光伏行业陷入低谷,隆基绿能如今股价为21.6元/每股,下跌了70%。购买了该企业股票的近百万股民也损失惨重,但隆基绿能老板却在公司股价高点套现了192亿元。

2020年10月~12月,隆基绿能股价已经来到了62元/每股,比当年3月份的股价已经翻了6倍。

股价上涨吸引了很多股民及基金买入该公司股票,而该公司的第一大股东李春安,因“个人资金需求”减持34.30亿,并向高瓴资本转让股权,套现158.41亿。共计直接套现达192.71亿。

但好景不长,从2022年7月开始,光伏板块下调,一直跌到2024年2月。

随着股价下跌,公募基金也纷纷抛售隆基绿能的股票。到了2023年12月底,隆基绿能的持仓机构数量从2022年6月30日的2107家下降到152家,接近2000家机构清仓。而接盘李春安股份的高瓴资本亏损超过50亿元。

中国A股光伏板块曾创下7个月翻3倍的奇迹,也曾在2021年一举成为机构投资者和散户扎堆的热点板块。现在,光伏板块跌了3年多,没抛售的股民基本上平均亏损50%。

2020年10月,隆基股份披露称,李春安计划减持不超过3771.76万股。此次减持,李春安套现34.30亿元。

2020年12月,李春安与高瓴资本签署股权转让协议,将所持隆基绿能2.26亿股股份转让给高瓴资本,协议价格为每股70元,交易价格达158亿元。

这里面有这么几个看点
一是在二级市场减持,也就是割股民的韭菜,也就是34亿元,大头还是高瓴资本。
二是高瓴资本高位接盘李春安的隆基绿能,就是替王岐山和彭丽媛高位接盘,70块钱每股接盘,一共158亿,现在20块钱,中间的差价是112亿元人民币,等于高瓴资本的张磊变相行贿王岐山彭丽媛112亿元人民币,就这么点事。

高瓴资本的张磊刚刚带着耶鲁的恩师给他的天使投资回国创业的时候一直困难重重,直到有一天认识了李源潮,张磊向耶鲁大学捐赠880万美元,将李源潮的儿子李海进送去了他曾经就读的耶鲁 SOM,之后傍上了李源潮,利用内线消息开始风生水起。

高瓴资本早期的后台是李源潮,后来搭上了王岐山。

雪湖资本老板马自铭曾在采访中提到,高瓴资本创始人张磊是他最早的投资人与导师,创立雪湖资本时,其也获得了张磊的支持。
2018年,由另一位明星投资人包凡创办的投资机构华兴资本赴港上市时,雪湖资本是其首批基石投资者之一。
2020年,融创中国旗下融创服务赴港上市时,雪湖资本亦作为基石投资者参与其中。 而此前融创中国董事长孙宏斌之子孙喆一,也曾于2013年10月至2014年5月在雪湖资本任职资本分析师。

《彭博》引述消息人士报导,在香港营运12年的雪湖资本已在上月关闭香港的办事处,由于个人原因,创办人兼CEO马自铭已搬到加州门洛帕克(Menlo Park),而 CCO和CFO就常驻美国这个城市。 消息人士补充说,香港研究团队的所有成员在上个月已搬到北京。

也就是说雪湖资本老板马自铭在包凡被抓之后,跑路美国。2024年2月包凡被抓,2024年3月雪湖资本老板马自铭跑路美国

融创后台有习近平、王岐山、贾庆林。

马自铭跑路美国,高瓴资本张磊跑路新加坡。李希要抓王岐山的人,马自铭和张磊就跑路了。

中国投资公司高瓴资本集团创始人张磊被曝已入籍新加坡。这位“中国巴菲特”2020年曾吹嘘“当下最好的投资机会在中国”。近日,大陆“熔财经”援引可靠消息指张磊已经成为了新加坡公民。在此之前,FT中文网也发出“高瓴张磊入籍狮城”的报导。据“中访网”报导,高瓴不知何时已经悄悄撤下了中文官网,取而代之的是全英文页面,重心也转向了新加坡。报导说,2022年高瓴在中国大幅裁员的消息不胫而走。同时高瓴迁移了大批高级管理人员驻新加坡办事处,更加深了高瓴撤出中国的猜测。

高瓴近两年来在海外的投资全是大手笔,但在中国收缩投资规模早已是一个公开秘密,明眼可见地在对亚洲业务进行重组。2023年,高瓴下属公司HHLR因为减持中国股票,被中共证监会立案调查。

这个减持中国的股票,就是减持隆基绿能。李春安是王岐山和彭丽媛的白手套,李春安替王岐山和彭丽媛代持隆基绿能。不然的话,高瓴资本的张磊傻啊,高位接盘158亿,赔了110亿元人民币。

中国的光伏产业都是王岐山家的,和彭丽媛家的

2024年2月28日,山西省委副书记、省长金湘军在山西转型综改示范区就推进晶科能源项目现场办公。副省长汤志平参加。

晶科能源“年产56GW垂直一体化大基地项目”是金湘军包联的重大转型项目。项目签约落地以来,金湘军坚持每月现场办公,服务推进项目建设。2024年2月28日上午,他第七次走进项目一线,察看最新建设进度,带领有关部门协调解决困难问题。

汤志平曾经是上海市长应勇的秘书,应勇接任王岐山的嫡系蒋超良担任湖北省委书记。应勇接任张军当时最高检检察长,张军就是王岐山习近平的人。张军担任中纪委副书记,是中纪委书记王岐山的副手。王岐山抓了司法部部长吴爱英,后来是张军,傅政华,唐一军,都是王岐山习近平的人。张军接任周强担任最高法的院长,院长周强是王岐山女婿黄耀文的西南政法系。周强大秘孙晓勇,2023年5月,出任邓家贵和王岐山曾经主管的中国建设银行总行法务部总经理。

晶科能源如果不是王岐山习近平家的产业,金湘军一个山西省长用得着这么上心,7次去晶科能源现场办公吗?

金湘军是什么背景

金湘军曾经是海航下面一个总经理,就这一句话,再多的分析有点多余了。海航就是习近平家的产业,王岐山代持。

但是金湘军后来的经历确实都是王岐山的背景。金湘军在广西是郭声琨把他提拔成地级市广西玉林市的市委书记的,金湘军给郭声琨当了5年的下属。肖亚庆接替郭声琨担任中国铝业的总经理,肖亚庆是王岐山好朋友副总理马凯的大秘。

王岐山抓了黄兴国之后,派去天津的干部王东峰,怀进鹏,阴和俊,廖国勋,金湘军,张玉卓全是习近平的人。

王岐山是山西人,山西省长金湘军是王岐山习近平的人。

所以,从金湘军的简历来看,海航,广西郭声琨,天津,山西全是王岐山的地盘。金湘军妥妥是王岐山的马仔。一个山西省长,天天正事不干,每个月都要跑到晶科能源去现场办公。晶科能源如果不是王岐山家的产业,不是彭丽媛家的产业。金湘军一个省长,用得着每个月跑到晶科能源去现场办公吗?

中国24个政治局委员,10个有王岐山的背景。党务系统三大官员,中组部长李干杰,中宣部长李书磊,政法委书记陈文清都有王岐山的背景。两高高检应勇高法张军,都有王岐山的背景。国务院33个部长,15个有王岐山的背景。31个省大约10个省委书记10个省长有王岐山的背景。习近平把半个江山交给了王岐山,习家天下王家党,习家天下彭家党。

好的,谢谢大家

2025年4月12日,备注:2024年3月9日的老文章。有的东西不一定准确。

英文翻译

Zhang Lei of Hillhouse Capital fled to Singapore, took over Longi Green Energy at a high price, and bribed Wang Qishan and Peng Liyuan 11.2 billion yuan in disguise

Hello everyone,

The stock price plummeted by 70%, and the boss of Longi Green Energy cashed out 19.2 billion yuan

The stock price of China Solar Technology Company, Longi Green Energy Technology Co., Ltd. (Longi Green Energy) has fallen 70% from its high point so far. Nearly one million investors who bought the company’s stocks suffered heavy losses and were deeply trapped in it, but the boss of Longi Green Energy has cashed out 19.2 billion yuan.

So which Standing Committee member is Longi Green Energy’s white glove?

As a photovoltaic enterprise and the leader of solar technology companies, Longi Green Energy hit a historical high of 72.55 yuan per share at the end of November 2021. In March 2020, Longi Green Energy’s average price was 11 yuan per share. In just over a year, the stock price has nearly doubled sevenfold.

But as the photovoltaic industry has fallen into a trough, Longi Green Energy’s current stock price is 21.6 yuan per share, down 70%. Nearly one million shareholders who bought the company’s shares also suffered heavy losses, but the boss of Longi Green Energy cashed out 19.2 billion yuan at the company’s stock price peak.

From October to December 2020, Longi Green Energy’s stock price has reached 62 yuan per share, which has doubled six times compared with the stock price in March of that year.

The rising stock price attracted many shareholders and funds to buy the company’s shares, and the company’s largest shareholder Li Chunan reduced his holdings by 3.43 billion due to “personal capital needs” and transferred equity to Hillhouse Capital, cashing out 15.841 billion. A total of 19.271 billion yuan was directly cashed out.

But the good times did not last long. Starting from July 2022, the photovoltaic sector has been adjusted downward, and it has been falling until February 2024.

As the stock price fell, public funds also sold Longi Green Energy’s shares. By the end of December 2023, the number of institutions holding Longi Green Energy dropped from 2,107 on June 30, 2022 to 152, with nearly 2,000 institutions clearing their positions. Hillhouse Capital, which took over Li Chunan’s shares, lost more than 5 billion yuan.

China’s A-share photovoltaic sector once created a miracle of tripling in 7 months, and it also became a hot sector for institutional investors and retail investors in 2021. Now, the photovoltaic sector has fallen for more than 3 years, and shareholders who have not sold have basically lost an average of 50%.

In October 2020, Longi Green Energy disclosed that Li Chunan planned to reduce his holdings by no more than 37.7176 million shares. This reduction in holdings, Li Chunan cashed out 3.43 billion yuan.

In December 2020, Li Chunan signed an equity transfer agreement with Hillhouse Capital to transfer his 226 million shares of Longi Green Energy to Hillhouse Capital at an agreed price of 70 yuan per share, with a transaction price of 15.8 billion yuan.

There are several highlights here.

First, the reduction of holdings in the secondary market, that is, cutting the leeks of shareholders, is 3.4 billion yuan, and the majority is still Hillhouse Capital.

Second, Hillhouse Capital took over Li Chunan’s Longi Green Energy at a high price, that is, taking over at a high price for Wang Qishan and Peng Liyuan, 70 yuan per share, a total of 15.8 billion yuan, and now 20 yuan, the difference in the middle is 11.2 billion yuan, which is equivalent to Zhang Lei of Hillhouse Capital bribing Wang Qishan and Peng Liyuan 11.2 billion yuan in disguised form, that’s all.

Zhang Lei of Hillhouse Capital had just returned to China to start a business with the angel investment given to him by his mentor at Yale. He had been facing many difficulties until one day he met Li Yuanchao. Zhang Lei donated 8.8 million US dollars to Yale University and sent Li Yuanchao’s son Li Haijin to Yale SOM where he once studied. After that, he got close to Li Yuanchao and started to flourish with the inside information.

The early backer of Hillhouse Capital was Li Yuanchao, and later he got close to Wang Qishan.

Snow Lake Capital boss Ma Ziming once mentioned in an interview that Hillhouse Capital founder Zhang Lei was his earliest investor and mentor, and he also received Zhang Lei’s support when he founded Snow Lake Capital.
In 2018, when Huaxing Capital, an investment institution founded by another star investor Bao Fan, went public in Hong Kong, Snow Lake Capital was one of its first cornerstone investors.
In 2020, when Sunac China’s Sunac Services went public in Hong Kong, Snow Lake Capital also participated as a cornerstone investor. Previously, Sunac China Chairman Sun Hongbin’s son Sun Zeyi also worked as a capital analyst at Snow Lake Capital from October 2013 to May 2014.

Bloomberg quoted sources as reporting that Snow Lake Capital, which has been operating in Hong Kong for 12 years, closed its Hong Kong office last month. For personal reasons, founder and CEO Ma Ziming has moved to Menlo Park, California, while the CCO and CFO are based in the US city. The source added that all members of the Hong Kong research team moved to Beijing last month.

That is to say, after Bao Fan was arrested, Snow Lake Capital boss Ma Ziming fled to the United States. Bao Fan was arrested in February 2024, and Snow Lake Capital boss Ma Ziming fled to the United States in March 2024.

Xi Jinping, Wang Qishan, and Jia Qinglin are behind Sunac.

Ma Ziming fled to the United States, and Hillhouse Capital’s Zhang Lei fled to Singapore. Li Xi wanted to arrest Wang Qishan’s people, so Ma Ziming and Zhang Lei fled.

Zhang Lei, founder of Chinese investment company Hillhouse Capital Group, was revealed to have become a Singaporean citizen. This “Chinese Buffett” boasted in 2020 that “the best investment opportunities are in China at the moment.” Recently, the mainland “Rongcaijing” quoted reliable sources as saying that Zhang Lei has become a Singaporean citizen. Prior to this, FT Chinese also issued a report that “Hillhouse Zhang Lei became a Singaporean citizen.” According to “China Interview Network”, Hillhouse has quietly removed its Chinese official website at some point, replacing it with an all-English page, and its focus has also shifted to Singapore. The report said that news of Hillhouse’s large-scale layoffs in China in 2022 spread like wildfire. At the same time, Hillhouse moved a large number of senior managers to its office in Singapore, further deepening speculation that Hillhouse would withdraw from China.

Hillhouse’s overseas investments in the past two years have all been large-scale, but it has long been an open secret that it has reduced its investment scale in China, and it is clearly restructuring its Asian business. In 2023, HHLR, a subsidiary of Hillhouse, was investigated by the China Securities Regulatory Commission for reducing its holdings in Chinese stocks.

This reduction in Chinese stocks means reducing its holdings in Longi Green Energy. Li Chunan is the white glove of Wang Qishan and Peng Liyuan. Li Chunan holds Longi Green Energy on behalf of Wang Qishan and Peng Liyuan. Otherwise, Zhang Lei of Hillhouse Capital would be stupid. He took over 15.8 billion yuan at a high price and lost 11 billion yuan.

China’s photovoltaic industry belongs to Wang Qishan and Peng Liyuan.

On February 28, 2024, Jin Xiangjun, deputy secretary of the Shanxi Provincial Party Committee and governor, held an on-site office in the Shanxi Transformation and Comprehensive Reform Demonstration Zone to promote the JinkoSolar project. Deputy Governor Tang Zhiping participated.

JinkoSolar’s “56GW Vertical Integration Base Project” is a major transformation project under Jin Xiangjun’s charge. Since the signing of the project, Jin Xiangjun has insisted on monthly on-site office work to promote project construction. On the morning of February 28, 2024, he walked into the front line of the project for the seventh time to check the latest construction progress and lead relevant departments to coordinate and solve difficult problems.

Tang Zhiping was once the secretary of Shanghai Mayor Ying Yong, who succeeded Wang Qishan’s direct line Jiang Chaoliang as the Secretary of the Hubei Provincial Party Committee. Ying Yong succeeded Zhang Jun, the then Chief Prosecutor of the Supreme People’s Procuratorate, and Zhang Jun was Wang Qishan and Xi Jinping’s man. Zhang Jun served as the Deputy Secretary of the Central Commission for Discipline Inspection and was the deputy of Wang Qishan, the Secretary of the Central Commission for Discipline Inspection. Wang Qishan arrested Wu Aiying, the Minister of Justice, and later Zhang Jun, Fu Zhenghua, and Tang Yijun, all of whom were Wang Qishan and Xi Jinping’s men. Zhang Jun succeeded Zhou Qiang as the President of the Supreme People’s Court, and President Zhou Qiang was from the Southwest Political Science and Law Department of Wang Qishan’s son-in-law Huang Yaowen. Zhou Qiang’s secretary Sun Xiaoyong will serve as the general manager of the legal department of the China Construction Bank head office, which Deng Jiagui and Wang Qishan once supervised, in May 2023.

If JinkoSolar was not an industry of Wang Qishan and Xi Jinping’s family, would Jin Xiangjun, the governor of Shanxi Province, need to be so concerned and go to JinkoSolar for on-site work 7 times?

What is Jin Xiangjun’s background?

Jin Xiangjun was once a general manager under HNA. Just this sentence, any more analysis is a bit redundant. HNA is the industry of Xi Jinping’s family, and Wang Qishan holds it on behalf of him.

But Jin Xiangjun’s later experience is indeed the background of Wang Qishan. Jin Xiangjun was promoted by Guo Shengkun to the secretary of the municipal party committee of Yulin, Guangxi, a prefecture-level city in Guangxi. Jin Xiangjun served as Guo Shengkun’s subordinate for 5 years. Xiao Yaqing succeeded Guo Shengkun as the general manager of Chalco. Xiao Yaqing is the chief secretary of Vice Premier Ma Kai, a good friend of Wang Qishan.

After Wang Qishan arrested Huang Xingguo, the cadres Wang Dongfeng, Huai Jinpeng, Yin Hejun, Liao Guoxun, Jin Xiangjun, and Zhang Yuzhuo who were sent to Tianjin were all Xi Jinping’s people.

Wang Qishan is from Shanxi, and Jin Xiangjun, the governor of Shanxi, is a person of Wang Qishan and Xi Jinping.

So, judging from Jin Xiangjun’s resume, HNA, Guangxi Guo Shengkun, Tianjin, and Shanxi are all Wang Qishan’s territory. Jin Xiangjun is definitely Wang Qishan’s lackey. A governor of Shanxi, who does not do his job every day, has to go to JinkoSolar every month to work on site. If JinkoSolar is not Wang Qishan’s family’s industry, it is not Peng Liyuan’s family’s industry. As a governor, does Jin Xiangjun need to go to JinkoSolar every month to work on site?

Of the 24 members of the Politburo of China, 10 have Wang Qishan’s background. The three major officials in the party affairs system, Li Ganjie, Minister of Organization, Li Shulei, Minister of Propaganda, and Chen Wenqing, Secretary of the Political and Legal Affairs Commission, all have Wang Qishan’s background. Ying Yong, the Supreme People’s Procuratorate, the Supreme People’s Court and Zhang Jun all have Wang Qishan’s background. Of the 33 ministers of the State Council, 15 have Wang Qishan’s background. About 10 provincial party secretaries and 10 provincial governors of the 31 provinces have Wang Qishan’s background. Xi Jinping handed over half of the country to Wang Qishan. Xi’s family rule is Wang’s party, and Xi’s family rule is Peng’s party.

Okay, thank you all

April 12, 2025, Note: Old article from March 9, 2024. Some things may not be accurate.

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