李河君在漢能暴跌當日增持股票
Li Hejun, the controlling shareholder of the largest solar company, spent more than $50.1m buying additional shares in the Hong Kong listed company on the day its share price crashed last week.
全球最大太陽能企業漢能薄膜發電(Hanergy Thin Film Power Group)的控股股東李河君，在上週公司股價暴跌當天曾斥資逾5010萬美元增持公司股票。In a trading session last Wednesday, nearly $19bn was wiped off the market capitalisation of Hanergy Thin Film Power in less than 30 minutes.
在上週三交易時段，在香港上市的漢能薄膜發電在不到30分鐘的時間內蒸發近190億美元市值。The fall came on the same day that Mr Li did not attend the company’s annual shareholder meeting.
當天，李河君沒有出席該公司的年度股東大會。
Mr Li bought 54.5m shares in HTF at an average cost of HK$7.1 a share, according to filings with Hong Kong’s stock exchange. The crash reduced the value of those newly acquired shares to HK$213m ($27.5m). Trading in HTF shares was halted after the big drop and remains suspended.
根據提交給香港交易所的文件，李河君以平均每股7.1港元的價格購入5450萬股漢能薄膜發電股票。股價暴跌導致這些新購入股票的價值降至2.13億港元（合2750萬美元）。在股價暴跌後，漢能薄膜發電股票停牌，目前仍未恢復交易。HTF’s share price has enjoyed startling growth this year, increasing by 500 per cent from January 2014 to last week. It catapulted Mr Li to the top of China’s rich list and propelled HTF’s market value to at least five times its nearest competitor, First Solar of the US.
漢能薄膜發電股價今年以來漲勢驚人，從2014年1月至上週累計上漲了500%。這令李河君登上中國富豪榜首位，並將該公司市值推高到實力最爲接近的競爭對手——美國的First Solar——的5倍多。Analysts have recently questioned the company’s business model. Hanergy is heavily reliant on sales to its parent company, Hanergy Group, also owned by Mr Li. The group has a history of waiting for long periods before settling the sales booked by its subsidiary.
分析師最近對漢能薄膜發電的業務模式提出質疑。該公司嚴重依賴向母公司漢能控股集團(Hanergy group)銷售設備，後者也由李河君所有。該集團經常會等待很長時間纔會結算其子公司的銷售款項。Two days before HTF’s shares plummeted, Mr Li pledged millions of his shares in the company as collateral to secure a $200m loan from Chinese state-owned investment manager China Huarong Asset Management, according to a Financial Times investigation.
根據英國《金融時報》的一項調查，在漢能薄膜發電股票暴跌兩天前，李河君以數億股該公司股票爲抵押，獲得中國國有投資管理機構中國華融資產管理公司(China Huarong Asset Management)一筆2億美元貸款。Hanergy Group could not immediately be reached regarding Mr Li’s purchases. The company released a statement last week rejecting media reports that a default on Hanergy’s loans had triggered the sell off. “Our group’s operations are normal in all respects and we maintain a good financial position with no overdue loans,” the statement said, adding that Hanergy Group had “full confidence” in the development of Hanergy Thin Film Power Group.
記者沒有立即聯繫到漢能控股集團就李河君的購股行爲發表評論。上週，該公司曾發佈一份聲明，否認媒體有關漢能出現貸款違約引發股價暴跌的報道。聲明稱：“我集團目前經營正常，各項業務運轉良好，資金狀況良好，沒有任何一筆貸款逾期。“聲明還補充稱：“我集團對漢能薄膜發電集團有限公司的發展充滿信心。”Mr Li now holds a net position of 73.27 per cent of Hanergy shares, according to the Hong Kong filings. A further 7.71 per cent of his shares were pledged as collateral in a series of corporate loans involving British Island entities owned by Hanergy Group.
根據香港監管申報文件，李河君目前在漢能的淨頭寸爲73.27%。在涉及漢能控股集團旗下英屬維爾京羣島實體的一系列公司貸款中，李河君另有7.71%的持股被用做抵押。Hong Kong’s markets regulator has recently been investigating HTF share trading, meeting investment groups and brokers who have bought and sold stock in the company.
香港市場監管機構最近一直在對漢能薄膜發電的股票交易情況進行調查，並約談曾經買入和賣出該公司股票的投資機構和券商。
