证监会严厉抨击“野蛮人”后 刘士余、姚振华和马兴瑞同时现身深圳

上周六(2016年12月3日),中国证监会主席刘士余在基金行业协第二届会员代表大会上脱稿发言,他直斥“有些人集土豪、妖精及害人精于一身,拿着持牌的金融牌照,进入金融市场,用大众的资金从事所谓的杠杆收购”、“从陌生人变成野蛮人,野蛮人变成了强盗”、“当你挑战刑法的时候,等待你的就是开启的牢狱大门”。

一名参会人员回忆称,近千人的会场在听到此话后没有掌声,反而是诡异的时空静止。而到了市场上,则很快被“害人精”、“妖精”、“土豪”等刺激言论淹没。

巧合的是,保监会副主席陈文辉同日(2016年12月3日)也在“第七届财新峰会”上表示,保险公司增加资本的方式如果是绕开监管,从金融机构内部通过各种金融产品倒出来的方式进行虚假增资的话,严格意义上就是犯罪,关键是能不能发现得了、能不能切实有效监管。

证监会与保监会高级官员均在公开场合中将矛头指向资金问题。“宝能系”与恒大举牌万科总共已砸下将近800亿元,这其中属“宝能系”运用的万能险资金,以及无法穿透的资金争议最多,且目前尚没有一份官方调查报告出台。

在证监会主席刘士余2016年12月3日上午发表完对“野蛮人”的抨击言论后,当夜凌晨一点,宝能集团董事长姚振华被人发现出现在深圳机场出口方向,他一个人在前,后面四人手提公文包跟随,着正装且表情严肃。

12个小时后,2016年12月3日,刘士余也出现在深圳。他与力推深圳地铁入主万科的深圳市委书记马兴瑞进行会谈。刘士余称将推动更多主业优、前景好的深圳企业尽早上市和并购重组。而马兴瑞则希望中国证监会一如既往指导深圳建设更加完备的多层次资本市场体系。

之后一天,刘士余马兴瑞共同出席深港通开通典礼。万科集团总裁郁亮、董秘朱旭也出现在现场。

在刘士余发言后的第一个交易日(2016年12月5日),格力电器、中国建筑、南玻集团等险资“举牌概念股”股价大跌,其中万科股价一度下挫近5%,上证指数一度下跌近1.5%。

半年之后,2017年6月14日,王岐山把吴小晖抓了。

2019年5月19日深夜,赵乐际把刘士余抓了。刘士余主动投案,王岐山通风报信。

2023年7月8日,刘士余复出任中国人民银行总行参事,此时距离潘功胜2023年7月1日就任中国人民银行党委书记仅仅一个礼拜。

英文翻译

After the China Securities Regulatory Commission severely criticized the “barbarians”, Liu Shiyu, Yao Zhenhua and Ma Xingrui appeared in Shenzhen at the same time
Last Saturday (December 3, 2016), Liu Shiyu, Chairman of the China Securities Regulatory Commission, gave an unscripted speech at the Second Member Congress of the Fund Industry Association. He directly criticized “some people who are rich, goblin and harmful. Hold a licensed financial license, enter the financial market, and use public funds to engage in so-called leveraged buyouts.” “From strangers to barbarians, barbarians to robbers.” “When you challenge the criminal law, what is waiting for you is The open prison door.”

A participant recalled that there was no applause in the venue of nearly a thousand people after hearing this, but instead there was a strange freeze in time and space. When it comes to the market, it is quickly flooded with irritating comments such as “harmful spirit”, “goblin”, and “tycoon”.

Coincidentally, Chen Wenhui, Vice Chairman of the China Insurance Regulatory Commission, also stated at the “Seventh Caixin Summit” on the same day (December 3, 2016) that if the way for insurance companies to increase capital is to bypass supervision and use various financial methods from within financial institutions, If you make a false capital increase by pouring out products, it is a crime in a strict sense. The key is whether it can be discovered and whether it can be effectively supervised.

Senior officials from the China Securities Regulatory Commission and China Insurance Regulatory Commission have pointed the finger at the funding issue in public. The “Baoneng Series” and Evergrande’s brand-name Vanke have spent a total of nearly 80 billion yuan. Among them, the universal insurance funds used by the “Baoneng Series” and the impenetrable funds are the most controversial, and there is currently no official document. The investigation report is released.

After Liu Shiyu, chairman of the China Securities Regulatory Commission, made a speech criticizing “barbarians” on the morning of December 3, 2016, at one o’clock in the morning that night, Baoneng Group Chairman Yao Zhenhua was spotted in the exit direction of Shenzhen Airport. He was alone in front. Four people followed behind, carrying briefcases and wearing formal attire with serious expressions.

Twelve hours later, on December 3, 2016, Liu Shiyu also appeared in Shenzhen. He held talks with Shenzhen Municipal Party Committee Secretary Ma Xingrui, who pushed for Shenzhen Metro to acquire Vanke. Liu Shiyu said that he would promote more Shenzhen companies with excellent main businesses and good prospects to go public as soon as possible and conduct mergers and acquisitions and reorganizations. Ma Xingrui hopes that the China Securities Regulatory Commission will continue to guide Shenzhen in building a more complete multi-level capital market system.

The day after, Liu Shiyu and Ma Xingrui attended the opening ceremony of Shenzhen-Hong Kong Stock Connect. Vanke Group President Yu Liang and Board Secretary Zhu Xu also appeared at the scene.

On the first trading day after Liu Shiyu’s speech (December 5, 2016), the share prices of “brand-name concept stocks” such as Gree Electric Appliances, China State Construction Engineering Corporation, and CSG Group fell sharply. Among them, Vanke’s share price once fell by nearly 5%. The Shanghai Composite Index fell nearly 1.5% at one point.

Six months later, on June 14, 2017, Wang Qishan arrested Wu Xiaohui.

Late at night on May 19, 2019, Zhao Leji arrested Liu Shiyu. Liu Shiyu took the initiative to surrender, and Wang Qishan informed him.

On July 8, 2023, Liu Shiyu returned as counselor to the Head Office of the People’s Bank of China. This was only one week after Pan Gongsheng took office as Secretary of the Party Committee of the People’s Bank of China on July 1, 2023.

简体中文