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
2月包凡被抓，3月雪湖资本老板马自铭跑路美国
融创后台有习近平、温家宝、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
而当时的湖北省长王忠林，则是王岐山亲信郭树清在山东提拔的干部
应勇接任张军当时最高检检察长
张军就是王岐山的人
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，贺荣
都是王岐山的人
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
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，张国清，阴和俊，廖国勋，金湘军，张工，张玉卓
全是王岐山的人
王岐山是山西人，
山西书记林武，蓝佛安，唐登杰都是王岐山的人
山西省长林武，蓝佛安，金湘军都是王岐山的人
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
四个副总理，除了丁薛祥，剩下3个都有王岐山的背景
党务系统四大官员
中组部长李干杰
统战部长石泰峰
中宣部长李书磊
政法委书记陈文清都有王岐山的背景
中纪委8个副书记除了李希的大秘张福海和军方的张升民
剩下6个，包括国监委主任刘金国都是王岐山的马仔
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个是王岐山的马仔
31个省大约10个省委书记10个省长是王岐山的马仔
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
英文翻译
Zhang Lei of Hillhouse Capital ran away to Singapore to take over Longi Green Energy in a high position, and bribed Wang Qishan and Peng Liyuan 11.2 billion yuan in disguise
Hello everyone,
Share price plummets 70%, LONGi Green Energy boss cashes out 19.2 billion
The share prices of China Solar Technology Company and Longi Green Energy Technology Co., Ltd. (Longi Green Energy) have so far fallen by 70% from their highs. Nearly one million investors who bought the company’s shares have suffered heavy losses and are deeply involved. However, LONGi Green Boss Neng has cashed out 19.2 billion yuan.
So which standing committee member’s white glove is LONGi Green Energy?
As a photovoltaic company and the leader of solar technology companies, LONGi Green Energy’s stock price hit a historical high of 72.55 yuan/share at the end of November 2021. In March 2020, the average price of LONGi Green Energy was 11 yuan/share, which was just over In more than a year, the stock price has increased nearly seven times.
However, as the photovoltaic industry has fallen into a trough, LONGi Green Energy’s stock price is now 21.6 yuan per share, a 70% drop. Nearly one million investors 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 high point of the company’s stock price.
From October to December 2020, LONGi Green Energy’s share price has reached 62 yuan/share, which is 6 times higher than the share price in March of that year.
The rising stock price attracted many investors and funds to buy the company’s shares. The company’s largest shareholder, Li Chunan, reduced his holdings by 3.430 billion due to “personal capital needs” and transferred his equity to Hillhouse Capital, cashing out 15.841 billion. A total of 19.271 billion was directly cashed out.
But the good times did not last long. Starting from July 2022, the photovoltaic sector has been downgraded until February 2024.
As the stock price fell, public funds also sold off Longi Green Energy’s shares. By the end of December 2023, the number of institutions holding positions in 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, suffered a loss of more than 5 billion yuan.
China’s A-share photovoltaic sector has achieved a miracle of tripling in 7 months, and has also become a hot sector where institutional investors and retail investors gather together in 2021. Now, the photovoltaic sector has been falling for more than three years, and investors who have not sold have basically lost an average of 50%.
In October 2020, LONGi disclosed that Li Chunan planned to reduce his holdings by no more than 37.7176 million shares. This time, Li Chunan cashed out 3.430 billion yuan in holdings reduction.
In December 2020, Li Chunan signed an equity transfer agreement with Hillhouse Capital, transferring 226 million shares of Longi Green Energy to Hillhouse Capital. The agreed price was 70 yuan per share, and the transaction price reached 15.8 billion yuan.
There are so many things to see here
The first is to reduce holdings in the secondary market, which is to cut off the leeks of shareholders.
That is 3.4 billion yuan, and the majority is still Hillhouse Capital.
The second is that Hillhouse Capital has taken over Li Chunan’s LONGi Green Energy at a high level.
It is to take over the high-level positions for Wang Qishan and Peng Liyuan, and the price is 70 yuan per share.
A total of 15.8 billion
It’s 20 yuan now,
The difference in price is
11.2 billion yuan
Zhang Lei, who is equivalent to Hillhouse Capital, bribed Wang Qishan and Peng Liyuan in disguise
11.2 billion yuan
Just that little thing
Zhang Lei of Hillhouse Capital had just returned to China with the angel investment given to him by his mentor from Yale to start a business. He had been facing many difficulties until one day he met Li Yuanchao, and Zhang Lei donated US$8.8 million to Yale University.
He sent Li Yuanchao’s son Li Haijin to Yale SOM, where he once studied, and then became close to Li Yuanchao and started to prosper using inside information.
Hillhouse Capital’s early backstage was Li Yuanchao
Later I caught a ride with Wang Qishan
Ma Ziming, the boss of Snow Lake Capital, once mentioned in an interview that Zhang Lei, the founder of Hillhouse Capital, was his earliest investor and mentor. When he founded Snow Lake Capital, he also received support from Zhang Lei.
In 2018, when China Renaissance 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 Services, a subsidiary of Sunac China, was listed in Hong Kong, Snow Lake Capital also participated as a cornerstone investor. Sun Zheyi, the son of Sunac China Chairman Sun Hongbin, 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. Due to personal reasons, founder and CEO Ma Ziming has moved to Menlo Park, California. The CCO and CFO are based in this city in the United States. The source added that all members of the Hong Kong research team had moved to Beijing last month.
In other words, Ma Ziming, the boss of Snow Lake Capital,
After Bao Fan was arrested, he fled to the United States
In February, Bao Fan was arrested, and in March, Ma Ziming, the boss of Snow Lake Capital, fled to the United States.
Sunac’s backstage includes Xi Jinping, Wen Jiabao, Wang Qishan and Jia Qinglin
Ma Ziming fled to the United States, and Zhang Lei of Hillhouse Capital fled to Singapore.
Li Xi wanted to arrest Wang Qishan’s people, so Ma Ziming and Zhang Lei ran away.
Zhang Lei, founder of Chinese investment company Hillhouse Capital Group, was revealed to have become a Singaporean citizen. The “China Buffett” boasted in 2020 that “the best investment opportunities at the moment are in China.”
Recently, Mainland China’s “Rong Finance” quoted reliable information as saying that Zhang Lei has become a Singaporean citizen. Prior to this, FT Chinese also published a report that “Hillhouse Zhang Lei is naturalized in the Lion City”.
According to “China Visitor Network”, Hillhouse has quietly withdrawn its Chinese official website at some point and replaced it with an all-English page, and its focus has also shifted to Singapore.
According to reports, news of Hillhouse’s massive layoffs in China in 2022 has spread like wildfire. At the same time, Hillhouse relocated a large number of senior managers to its Singapore office, deepening speculation that Hillhouse will withdraw from China.
Hillhouse’s overseas investments in the past two years have all been large-scale, but the reduction of investment scale in China has long been an open secret, and it is clearly reorganizing its Asian business. In 2023, HHLR, a subsidiary of Hillhouse, was investigated by the China Securities Regulatory Commission for reducing its holdings of Chinese stocks.
This reduction in Chinese stocks
Just reduce holdings of Longi Green Energy
Li Chunan is the white glove of Wang Qishan and Peng Liyuan
Li Chunan takes over LONGi Green Energy on behalf of Wang Qishan and Peng Liyuan
Otherwise, Zhang Lei from Hillhouse Capital is stupid.
The high-level acquisition was 15.8 billion yuan, and the loss was 11 billion yuan.
China’s photovoltaic industry is owned by Wang Qishan’s family and Peng Liyuan’s family.
On February 28, 2024, Jin Xiangjun, Deputy Secretary of the Shanxi Provincial Party Committee and Governor of Shanxi Province, held on-site office work to promote the JinkoSolar project in the Shanxi Transformation and Comprehensive Reform Demonstration Zone. Vice Governor Tang Zhiping attended.
JinkoSolar’s “56GW annual output vertically integrated large base project” is a major transformation project for Jinxiangjun Baolian. Since the project was signed and implemented, Jin Xiangjun has insisted on working on-site every month to provide services and promote project construction. On the morning of February 28, 2024, he walked into the front line of the project for the seventh time, inspected the latest construction progress, and led relevant departments to coordinate and solve difficult problems.
Tang Zhiping was once the secretary of Shanghai Mayor Ying Yong
Ying Yong succeeds Wang Qishan’s direct descendant Jiang Chaoliang as Hubei Provincial Party Committee Secretary
The then governor of Hubei Province, Wang Zhonglin, was a cadre promoted in Shandong by Wang Qishan’s crony Guo Shuqing.
Ying Yong succeeded Zhang Jun as the Supreme People’s Procuratorate at the time.
Zhang Jun is from Wang Qishan
Zhang Jun serves as deputy secretary of the Central Commission for Discipline Inspection and is deputy to Wang Qishan, secretary of the Central Commission for Discipline Inspection.
Wang Qishan arrested Minister of Justice Wu Aiying
Later, Zhang Jun, Fu Zhenghua, Tang Yijun, He Rong
They are all from Wang Qishan
Zhang Jun succeeds Zhou Qiang as dean of the Supreme Court
Dean Zhou Qiang is the Southwest Political and Legal Department of Wang Qishan’s son-in-law Huang Yaowen
Sun Xiaoyong, Zhou Qiang’s secretary, will serve as general manager of the legal department of the China Construction Bank Head Office in May 2023, under the supervision of Deng Jiagui and Wang Qishan.
JinkoSolar
If it weren’t for Wang Qishan’s family’s property,
Jin Xiangjun is very useful to the governor of Shanxi
So caring
Have you gone to JinkoSolar for on-site office work 7 times?
What is Jin Xiangjun’s background?
Jin Xiangjun was once a general manager of HNA
With this sentence, more analysis is a bit redundant.
But Jin Xiangjun’s subsequent experiences are indeed all Wang Qishan’s background.
Jin Xiangjun was promoted to the municipal party committee secretary of Yulin City, Guangxi Province by Guo Shengkun in Guangxi.
Jin Xiangjun worked as Guo Shengkun’s subordinate for 5 years
Xiao Yaqing succeeds Guo Shengkun as general manager of Chinalco
Xiao Yaqing is Wang Qishan’s good friend, Vice Premier Ma Kai’s secret
After Wang Qishan captured Huang Xingguo, he sent cadres Wang Dongfeng, Huai Jinpeng, Zhang Guoqing, Yin Hejun, Liao Guoxun, Jin Xiangjun, Zhang Gong, and Zhang Yuzhuo to Tianjin.
They are all from Wang Qishan
Wang Qishan is from Shanxi.
Shanxi Secretary Lin Wu, Lan Fo’an, and Tang Dengjie are all from Wang Qishan
Shanxi Governor Lin Wu, Lan Fo’an, and Jin Xiangjun are all from Wang Qishan
so
Judging from Jin Xiangjun’s resume
HNA, Guangxi Guo Shengkun, Tianjin, Shanxi
It’s all Wang Qishan’s territory
Jin Xiangjun is Wang Qishan’s cavalry
A governor of Shanxi
I don’t do any business every day, and I have to go to JinkoSolar every month to work on-site.
If JinkoSolar is not the property of Wang Qishan’s family, it is not the property of Peng Liyuan’s family.
Jin Xiangjun, a provincial governor
You need to run there every month
Will JinkoSolar go to on-site offices?
Of China’s 24 Politburo members, 10 have Wang Qishan’s background
Among the four deputy prime ministers, except Ding Xuexiang, the remaining three all have Wang Qishan’s background.
The four major officials in the party system
Li Ganjie, Minister of the Central Committee of the Communist Party of China
United Front Minister Shi Taifeng
Li Shulei, Minister of Propaganda of the CPC Central Committee
Chen Wenqing, Secretary of the Political and Legal Affairs Committee, has Wang Qishan’s background
There are eight deputy secretaries of the Central Commission for Discipline Inspection, except Li Xi’s chief secretary Zhang Fuhai and the military’s Zhang Shengmin.
The remaining 6, including Liu Jinguo, director of the State Supervisory Commission, are all Wang Qishan’s mascots.
Both high-ranking officials Ying Yong and high-ranking prosecutor Zhang Jun have Wang Qishan’s background.
There are 33 ministers in the State Council, 15 of whom are Wang Qishan’s subordinates
About 10 provincial party committee secretaries and 10 provincial governors in 31 provinces are Wang Qishan’s mazi.
Xi Jinping handed over half of the country to Wang Qishan
Xi Family World Wang Family Party
Xi Family World Peng Family Party
OK
thank you all