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中国华融持续聚焦主业「瘦身强体」 把握行业机遇护航实体经济

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Tuesday, 16 August 2022, 21:26 HKT/SGT
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中国华融持续聚焦主业「瘦身强体」 把握行业机遇护航实体经济
香港, 2022年8月16日 – (亚太商讯)  – 8月16日,中国华融发布2022年上半年业绩预告。2022年上半年,在引战增资的基础上,深化改革重组,公司治理结构得到进一步优化,经营管理能力逐步提升、风险管理体系更趋完善。围绕「主业转型、风险攻坚」总目标,扎实推进风险化解,资产基础进一步夯实;聚焦主责主业,有序推进牌照类子公司转让,主动调整业务结构、全力压降负债规模,资产负债结构进一步优化;强化公司治理,全面梳理制度流程,管控能力进一步加强。受制于新冠疫情反弹、地缘政治冲突、宏观经济承压等诸多因素迭加造成的资本市场波动、房地产市场下行等影响,2022年中期业绩未及预期。公告指出,业绩下滑主要原因有二:一是持有的部分权益类金融资产公允价值变动浮亏,二是涉房业务受房地产行业整体下行影响,出于审慎考虑,减值计提同比增加,收购重组类不良债权资产收入同比减少。

国家支持+独特优势 业绩短期波动不改长期利好

尽管短期内公司业绩受到宏观经济和资本市场波动影响,但长远来看,特别是经济下行阶段,国家对AMC赋予了更加重要的历史使命,支持其补充资本、拓展业务领域,旨在充分发挥其独有的逆周期及救助性金融服务功能,为稳经济、活存量、化风险作出更大贡献。此前中国华融通过引战增资,引入大股东中信集团,国有金融资本布局得到进一步优化,国有权益比例增加,控制力增强,国家支持力度在增大。

监管部门出台《关于引导金融资产管理公司聚焦主业积极参与中小金融机构改革化险的指导意见》,将收购范围从金融机构「后三类」资产拓宽至符合条件的风险资产,并在盘活方式、风险防控、组织保障、政策支持等方面打开了政策空间,支持资产管理公司积极参与纾困化险,服务实体经济。

从华融自身看,未来增值潜力较大。一是华融的股权业务布局重心在新材料、高端装备制造、新能源、电子通信等战略新兴领域,符合中国经济转型升级的长期趋势,一时的波动不会改变公司股权业务的长期业绩,待公司资产质量逐步修复后,按照香港审计原则,相关拨备计提会重新计入利润,将改善公司业绩表现。二是在前期监管部门、地方政府相继出台支持房地产行业平稳规范发展措施后,6-7月份房地产板块已出现反弹,市场信心正逐步提升。三是AMC行业市场前景广阔,在问题资产处置、问题项目盘活、问题企业重组、危机机构救助等方面大有可为,未来仍具有很强的市场竞争力,长期发展空间值得期待。四是主动夯实资产质量。在中期业绩中更审慎的对待和处理风险,将为未来可持续发展奠定基础。

深耕主责主业 护航实体经济

今年以来,中国华融坚守资产管理公司功能定位,主业转型更加聚焦,结构进一步优化。出台「稳经济、活存量、化风险」多项举措,积极稳健开展不良资产经营主业,不良资产业务收入占比持续上升,在破产重整、国企主辅剥离、大型实体企业纾困、法拍资产、违约债券收购等领域取得明显成效。

中国华融江苏分公司30亿战略投资雨润集团获得通过,此举不仅成功化解雨润集团债务危机,坚守住了不发生区域性重大金融风险的底线,还保障了雨润控股等78家公司企业员工和产业链5万人的就业,落实了中央保就业、保民生、保市场主体的要求,并为雨润集团继续发挥作用全面助力乡村振兴注入了活力。

中国华融河南分公司积极助力国企河南能源纾困,针对企业受疫情、国际油价波动等影响导致的化工板块亏损,通过整体债务重组12.9亿元,推动企业经营效益破局,新增融资破冰,企业2022年一季度实现盈利15亿元,为近10年来单季最好水平。

上半年,中国华融坚持精耕细作,优化行业和区域布局,积极践行央企社会责任与企业发展有机融合的经营理念。不良资产包业务保持稳定,在市场环境不利的情况下,市场占比保持行业领先,本金回收情况较好。重组业务积极适应形势变化,主动调整业务结构,探索共益债、非居改保、到期债券收购重组等新业务模式。市场化债转股业务围绕国家战略迈出新步伐,助力中海油成功回归A股。积极参与房地产行业风险处置,落实保交楼政策,对多个地产项目实施隔离盘活。转型步伐进一步加快,问题企业重组业务占比持续提升,新增投放的区域布局更加合理。加大营销力度,变「坐贾」为「行商」,储备项目规模超1000亿。

在目前突出的「保交楼」问题上,中国华融充分运用「债权+股权」「金融+产业」等特色金融工具箱,化解风险、盘活资产。与阳光集团、新华联集团签订重组框架服务协议,全面参与推动企业重组纾困。各分公司立足属地,服务区域涉房风险化解,持续推动项目风险隔离和纾困。针对重点房企项目逐户明确化解思路,均取得有效进展,积极维护经济社会稳定。

公开数据显示,上半年,中国华融江苏分公司与南通市政府签署《支持南通建筑企业转型升级战略合作协议》,联合地方政府及国资企业组成市级合作主体,开展在建工程复工复产、优质项目并购、PPP或BT项目盘活等业务,支持当地建筑业转型升级。此外,综合运用「债券收购+债权重组+财产信托」模式,顺利化解房地产上市公司禹洲集团的债券兑付风险,保障了社会投资人的合法利益。湖南分公司通过「资产重组+债务重组+管理重构」多元手段,为已停工的长沙市某大型「商业+住宅」综合体引入重组方,推动项目全面复工,目前已实现交房500多户,有力维护了当地经济发展和民生稳定。

华融的「金融活水」还流入了城市更新领域。北京分公司投入19.8亿元支持盘活北京经济技术开发区某科研楼,通过债务重组、产权重组及管理重组,解决了资产长期闲置、无效运营问题,推动经开区进一步实现职住平衡,打造高端产业科技园区。

先行一步 瘦身健体 轻装上阵

上半年,中国华融落实监管要求,有序推进牌照类子公司股权转让工作,在同业中「先行一步」,如期实现合理压缩资产负债目标要求。

截至目前,中国华融已成功转让华融湘江银行、华融证券、华融消费金融、华融交易中心等4家子公司股权,退出非主业资产持续提速。

2021年9月,中国华融与银登中心签署《产权交易合同》,转让华融交易中心79.6%的股权,转让价格为3.32亿元;2021年12月,中国华融与宁波银行签署《产权交易合同》,转让华融消费金融70%股权,转让对价为10.91亿元;2022年1月,中国华融与国新资本签署《产权交易合同》,转让华融证券71.99%股权,转让对价为109.33亿元;2022年6月,中国华融与财信金控和中央汇金签署《产权交易合同》,转让40.53%华融湘江银行股权,转让总价为119.8亿元。此外,2022年5月,中国华融公告拟转让华融信托76.79%股权,总价为61.52亿元。

作为曾经规模最大的全国性AMC,2017年华融巅峰时期资产总额达1.87万亿。转让非主业子公司之后,合理压缩资产负债规模,不仅回到了熟悉的赛道,还通过「瘦身」实现了「健体」,公司回收大量现金,释放了资本,缓解了流动性偿付和资本达标压力,更有利于做强做精主业,集中资源保障主业投放。

今年以来,中国华融不仅通过「瘦身」实现了现金回收,还切实通过加大不良资产处置力度回收了大量现金,部分硬骨头「长龄包」得到有效处置,实现了「落袋为安」,存量不良资产得到有效盘活,现金回收成效明显。

主动把握「大不良」 业务机遇,长期利润空间大

在内外部环境复杂多变的大背景下,目前我国不良资产供给明显增加,监管部门也在给予AMC更多的支持,不良资产行业前景广阔。同时,在经济下行期间,AMC将拥有更高议价能力,作为「国家队」的中国华融,并依托大股东中信集团「产业+金融」资源优势,将迎来重大的发展机遇期,长期利润空间大。

随着外部环境更趋复杂严峻,我国经济发展面临较大的下行压力,迭加疫情的冲击和房地产市场的偏冷,多数企业面临经营困难、流动性收紧的风险。在此背景下,银行不良贷款规模、非银金融机构及非金融企业的不良资产规模仍有进一步增加的可能。

众所周知,不良资产的盈利策略有着明显的「投资特征」,即低买高卖。而在目前经济增速下行压力较大的情况下,AMC将拥有更高议价能力,从而获得更大的利润空间以支撑AMC持续发展。

此外,「跨行业」是资产管理公司处置资产的最关键要素之一。中国华融作为AMC领域「主力军」,在加入中信集团后,依托其强大的「金融+实业」的综合资源,为公司提供了其他四家国有AMC不具备的独特优势。业绩预告同日,华融还发布了与中信集团签订资金及资产交易框架协议公告,这意味着,华融与中信集团将充分整合优势资源,发挥中信集团综合金融平台协同效应,实现合作共赢,有效提高华融公司经济效益,促进提升不良资产经营主业综合竞争能力。

据悉,目前华融已正式加入中信集团协同委,建立业务协同、支持月度定期沟通机制,重大项目对接机制,产融、融融协同化解风险对接机制等。目前华融与中信城开、中信泰富等协同拓展困境房企救助业务,围绕困境房企救助、盘活存量资产积极化解房企风险。

经过4年多的努力,中国华融的发展思路逐步清晰,问题及风险已充分暴露并得到有效应对,实现了轻装上阵。未来,中国华融将主动把握「大不良」业务机会,始终牢记「国之大者」,全力服务实体经济,切实发挥逆周期调节的稳定器作用,紧扣大股东中信集团战略发展方向,提质增效,努力成为行业标杆。

话题 Press release summary

部门 金融
http://www.acnnewswire.com
From the Asia Corporate News Network

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