Guo Chengze asked Feng Zhichu to go to the Rosedale Hotel to block people, and invited Shen Huai and Song Hongjun to come and participate in the mobilization meeting of Donghua Group. After all, he wanted to confirm that Song Hongjun would attend the next "Hong Kong Huaihai Week" event, and that Shen Huai would attend the event in the next few days. Not too "low-key". Shen Huai and Song Hongjun went to the Changqing Hotel at night, just to show up, chat with everyone, talk a few words, and stabilize people's hearts. This trip to Hong Kong was intensively arranged and time was tight, and there were not many opportunities to enjoy the night view of Victoria Bay in Hong Kong. After leaving the Evergreen Hotel, Shen Huai specially invited Zhao Tianming, Wang Weicheng, and Guo Quan to go on a cruise in Victoria Bay. Pier, take a yacht out to sea. Zhou Yu went back to her room to rest first. She had to worry about her image in front of outsiders, so how could she accompany Shen Huai and the others out to sea late at night. This time, it is true that Xu Pei, Guo Chengze and others did not want the Mei Steel Department to get too much limelight. Guo Quan had the opportunity to come to Hong Kong as a company representative this time. "If you want to think about Hong Kong, you don't need a provincial organization. Most people from the Meishan Steel Department can just go along. The key is that Shen Huai had thought about keeping a "low profile" during this trip - since Xu Pei was worried that they would steal the limelight, he simply didn't do it. Sun Yalin, Sun Qiyi and others did not return to Hong Kong - he did not expect that the situation would suddenly change. Be subtle. Riding a yacht out to sea, under the starry sky, everyone sat on the deck of the yacht to drink, blowing the sea breeze that was still gentle in Hong Kong in mid-November. Shen Huai first discussed the events of the past two days with Song Hongjun, Zhao Tianming, Wang Weicheng, and Guo All said and done. Shen Huai only confirmed last night that Rongxin and the Gu family's Baohe department would be involved in the construction of Nanwan Lake New District. He also just learned from Guo Chengze that Vice Prime Minister Zhao Jiahua would come over to "support the scene." He didn't have time to communicate with everyone about what was going on behind the scenes. The details of Xuan Miao; even Song Hongjun only knew about the news that was deliberately released from the periphery, and did not know Shen Huai's specific plans. "The old man of the Gu family has been in the hospital for three or four years. He has lived a long life. He is unconscious more often than awake. Gu Zejun is almost in charge of the Baohe Department now," Song Hongjun said. "The old man of the Gu family loves his homeland. After the reform and opening up, , together with Huo, Dong, Li and others, were among the first people to invest in the mainland and actively participated in the United Front affairs of the Overseas Chinese Federation. Therefore, they served as vice chairman of the National Committee of the Chinese People's Political Consultative Conference in 1988. However, the children of the Gu family may not be as sincere as the old man, and the old man of the Gu family is in good health. Later, it was unable to support the management of the company's affairs, and the power of the Baohe Department was gradually taken over by Gu Zejun and other children of the Gu family. The Baohe Department became conservative in its investments in the mainland, and was not so enthusiastic about the United Front work of the Overseas Chinese Federation. However, this financial crisis. It also makes Gu Zejun and others understand that it is not easy to maintain a billion-dollar home, so it is not surprising that there are such changes" Although the shipbuilding base invested and built by Baohe Shipbuilding in Donghua is an important part of Donghua's shipbuilding and offshore equipment industry However, Baohe Chuan can only be regarded as a less important branch of the Baohe Department. Everyone in Donghua knows the origins of the Baohe Department and the Gu family, and naturally they are far more familiar with it than Song Hongjun, who has not lived in Hong Kong all year round. Song Hongjun also tried his best to explain the details of the entangled branches and vines to everyone in detail. Although the aftermath of the Asian financial turmoil has not completely passed, and although the Hong Kong financial market has also suffered heavy losses during this Asian financial turmoil, it has survived the most difficult difficulties, has not collapsed, and has entered a period of recovery. People like Gu Zejun have the deepest understanding of the deeper economic and political factors behind Hong Kong's financial market being able to survive the most difficult difficulties and quickly enter the path of recovery. The Baohe Group controlled by the Gu family has nearly ten listed companies, and controls a huge industrial empire with a total market value of nearly HK$200 billion through complex and intersecting equity relationships. It's just that the foundation of this industrial empire is not absolutely stable. Once there is a big disturbance in the capital market, the entire industrial empire is prone to turmoil. It¡¯s not that the Baohe system doesn¡¯t want to become more stable, it¡¯s actually related to the inherent nature of the consortium. Just like the industrial clusters under the Meishan Iron and Steel Department, Shen Huai wants to firmly control Meishan Iron and Steel under his own name. It is far impossible for the Meishan Iron and Steel Department to have such a rapid rise, and once it wants to continuously absorb external resources Rapid expansion with partners, no matter how tight the equity control relationship is, contains unstable factors. The minds of collaborators are always seeking advantages and avoiding disadvantages, and are ever-changing. Once Shen Huai loses his ability and reputation as a leader, collaborators such as Berkeley Bank, Wu Family, Xiyoumings, Feiqi Industries, and even Sun It is very possible that the Evergreen Group, including the family, will choose to leave, and may even cooperate with external competitors who covet Meishan Iron and Steel. It¡¯s not easy to maintain a home worth hundreds of billions. ¡° If a small and medium-sized enterprise wants to develop, it can only look for and explore market opportunities, but for a chaebol group with more than 100 billion, it needs a more proactive strategy and cannot wait for market opportunities to arrive. And there is never any freedom in this world.The existence of a market and larger and deeper market behaviors must have profound political factors behind them. The children of the Gu family may not have understood this truth before, but they just had a disdainful sense of superiority in their hearts. Therefore, the Baohe Department, where Gu Zejun and others gradually came to power, have become conservative in their investments in the mainland in the past ten years, and have turned to Southeast Asia, which seems to be freer. . Although Baohe Group survived the Asian financial crisis, it is not surprising that Gu Zejun and others will make more pragmatic choices in the future as long as they understand the dangers and political transactions behind it. It¡¯s just that the Gu family represented by Gu Zejun has made a more pragmatic choice, but Shen Huai and the others have a headache. As far as domestic political factions are concerned, the real soul of the Hu clique is Hu Lin's aunt Hu Ying, followed by the outgoing former prime minister Hu Zhicheng. Hu Lin's father Hu Zhiyuan can only be regarded as a sideshow of the Hu clique. Deputy Prime Minister Zhao Jiahua He is the core figure in the next generation of the Hu clique who is basically certain to join the central team now. Gu Zejun represented the Gu family and the Baohe clique. He pragmatically chose to be on good terms with the Hu clique and Vice Premier Zhao Jiahua. With the support of the Hu clique, Zhao Jiahua and others, he cooperated extensively with Cui Weiping and the Rongxin clique and entered Xucheng. Striving to take the lead in the construction of Nanwan Lake New Area is not good news for the Meishan Iron and Steel Department. However, Shen Huai did not feel that he chose to stand by and wait for Cui Weiping, Chen Baoqi, Dai Lesheng and others to join forces with the Rongxin and Baohe Departments to successfully prevent Xu Pei from succeeding Zhong Limin as Huaihai Provincial Party Committee Secretary, and the Meishan Iron and Steel Department would benefit. After the Hu clique takes power in Huaihai, the Meishan Steel clique can coexist peacefully with them and work together to promote local development. Even though Xu Pei is ambitious and not very ambitious, and even never forgets to restrict the development of Meishan Iron and Steel Co., Ltd., when it comes to promoting the local development of Huaihai Bay, between the Economic and Economic Department and the Hu Department, Shen Huai will still choose to go with Ji. Economic Department, limited cooperation with Xu Pei. "Although Xu Pei has not talked to me directly, it is not a difficult choice for Xu Pei to establish a provincial state-owned assets management company and gradually promote the placement of provincial state-owned operating assets into it. Perhaps the most controversial thing is that the first step is to Which operating assets are suitable to be placed in it? ""In addition to Dongshi Group, Dongjiang Electric Power, Huaihai Electric, Huaihai Financial Investment, New Wilderness, and Dongjiang Real Estate," Song Hongjun asked, "What other provincial state-owned enterprises can be purchased? Join the Provincial State-owned Assets Management Company? " Shen Huai said: "Sun Fujing did not come to Hong Kong this time, and I did not have the opportunity to talk to him; and the establishment and internal supervision model of the Provincial State-owned Assets Management Company are completely copied. The Temasek model will also be very controversial in the province, so many things are difficult to say now" Although the direction of the restructuring of state-owned enterprises is to achieve a modern enterprise management system that separates government and enterprises, has clear property rights, and clear rights and responsibilities, but In the process of restructuring, the separation of provincial state-owned enterprises from the original competent authorities is not a one-step process. Take the Expressway Group as an example. It is actually still under the jurisdiction of the Department of Transportation. The source of construction funds for the Expressway Group is mainly financial allocations for transportation infrastructure; the Provincial Electric Power Group is still under the power administration system at the local level. Let¡¯s talk about the modern enterprise system; the General Supply and Marketing Cooperative has not been abolished, and the control of Huaishang Group cannot be completely transferred to the Provincial State-owned Assets Office; and the Traditional Chinese Medicine Research and Pharmaceutical Corporation under the Department of Health, the Provincial State-owned Assets Office is currently There is no way to completely separate these enterprises and institutions from the competent authorities. Therefore, the first step for Shenhuai to establish a provincial state-owned assets management company is to gather relatively successful enterprises that have been divested and restructured for unified management. In addition to Dongshi Group, Dongjiang Electric Power, Huaihai Electric, Huaihai Financial Investment, New Wilderness, and Dongjiang Real Estate, Shenhuai¡¯s most urgent hope is that Huaimei Group can be in place in one step and enter the provincial state-owned assets management company system for coordinated development. This It will be of great benefit to the future development of whether it is the eastward transmission of electricity from Huaihe River or the eastward export of coal from Huaihe River. Shen Huai then told Song Hongjun: "The restructuring and reorganization of provincial state-owned enterprises, in addition to technology introduction and cooperation, still requires the participation of large capital, and in the future there will be more eyes looking for our loopholes and more thieves. Hong In the future, the capital of Hongji, Zhongxin and Evergreen will still mainly participate in the development of Meishan Iron and Steel's existing industries; if possible, I hope that there will be more industrial investment funds in Hong Kong that are similar to Hongji and Zhongxin, but with lower correlation. Do you have any suitable candidates to recommend who can participate in the reshaping of the provincial state-owned assets system? "In the past, Meishan Iron and Steel Group developed almost from scratch. Sun Yalin and Song Hongjun were both participants and builders of Meishan Iron & Steel Group's rise, and they shared huge profits from it. Benefits are a matter of course. What Shen Huai has to do now is to figure out a clearer development path for the provincial state-owned operating assets worth hundreds of billions. At this time, if Sun Yalin and Song Hongjun's companies are deeply involved, something will have to be done. choose. Shen Huai currently only advocates??Steel Department directly participated in the restructuring of some enterprises where the assets were clearly liquidated and the value of state-owned assets increased during the restructuring process. For example, after the restructuring of Provincial Automobile, Provincial Automobile¡¯s previously audited net assets were less than 600 million. After the split and reorganization of Dongshi Group and New Yuanye, the value of state-owned equity assets expanded to 1.1 billion, and the profitability suddenly improved. Although the Meishan Steel Group actively participated, And to profit from it, others can't make irresponsible remarks. ¡°And some state-owned assets, on the basis of net assets, even need to depreciate before they can be reorganized and restructured. The Meishan Iron and Steel Group has to avoid it and cannot allow opponents to seize the opportunity to attack. After the establishment of Dongjiang Real Estate, one of the main purposes is to collect and develop idle land in the hands of provincial state-owned enterprises and land replaced after factory relocation, so as to promote the industrial upgrading of provincial state-owned enterprises and the reconstruction of the old city of Xucheng City. It is necessary to introduce new partners to develop these lands. However, since these lands have not gone through the market operation of bidding, listing and auction, their value assessment is a "quasi black box" operation. In order to avoid opponents taking advantage of it, the Meishan Iron and Steel Department can only avoid these cooperations. project. But for these cooperation projects, Shen Huai still doesn't want to passively find partners and attract investment. Promoting the establishment of new industrial investment funds that are not directly related to Song Hongjun, Sun Yalin and others and Evergreen Group will allow Shen Huai to Greater initiative is in hand. "Do newly established ones count, or do those that have not yet been established count?" Song Hongjun asked. "A few of your younger brothers want to form a partnership company?" Shen Huai asked with a smile. "The financial world in Hong Kong is like this. No one is willing to be a subordinate for the rest of their lives, but it's not right to stop them from getting ahead," Song Hongjun sighed in a relaxed tone, "Hongji has several management teams with excellent qualifications and understanding. Yes, I have accumulated some resources and want to go solo; if I can help them at this time, it can be regarded as a bit of love. "In the final analysis, industrial investment private equity investment fund companies do not use their own capital for investment and development. , but to gather the capital and strength of other small and medium-sized investors and investment institutions to carry out industrial investment, and the scale is difficult to expand without limit. Hongji's industrial investment fund has grown to a scale of US$2 billion and is already considered a leader in the industry. As the scale continues to expand, investment efficiency and yield may drop sharply, and management complexity and risks will increase significantly. , the attractiveness to investors will also be reduced. At the same time, as a non-publicly issued fund, the scope of raising capital is inherently limited. Once the appeal to investors within a specific range decreases, the difficulty of further expanding the capital scale of the fund will naturally double; at this time, it will branch out. It has become inevitable. Rather than suppressing the ambitions and desires of its managers to go solo, it would be better to provide resources and help these people to establish new independent investment funds, which would be more conducive to the expansion of Hongji's influence - on the surface, the Meishan Steel Department also follows them Regardless of the direct economic connection, these investment funds can still be regarded as the periphery of the Meishan Steel System. Shen Huai knew that the people Song Hongjun wanted to provide resources to help must also be what he valued. Those people whose branches would be beneficial to expanding Hongji and expanding the influence of the Meishan Department. He nodded and said: "I want to be there this time. If you stay in Hong Kong for seven days, you will have time to meet more people. As long as the investment fund they set up can determine the main investment direction in Huaihai Bay, the provincial state-owned assets can even participate as a sponsor in the name of Huaihai Financial Investment" The mainland also There is no opening to private equity funds, and the Huaihai Bay Government Construction Fund is only a designated sponsor of provincial, municipal, and county governments, but there is no way to expand the scope of capital raising in the mainland. However, in Hong Kong's capital market, private equity funds are relatively mature. Shenhuai plans to directly participate in the provincial state-owned assets, and also plans to use Huaihai Financial Investment and other provincial state-owned enterprises as one of the sponsors to invest in establishing partnerships or joint venture private equity fund management companies with companies and investors in Hong Kong. However, raising funds in Hong Kong will be larger Large-scale industrial capital will return to Huaihai Bay to participate in various industrial investments. After all, Shen Huai still wants to use less capital investment as a guide and use capital leverage to leverage or attract more industrial capital to participate in Huaihai's local development and construction - compared with direct investment promotion, this This approach is more proactive and can better promote the development of local state-owned enterprises or private enterprises in Huaihai. Gu Jiabao and his department are cooperating with Rongxin to take the lead in the construction of Nanwan Lake New Area. This is only their first step. The total market value of the listed companies controlled by Baohe Group in Hong Kong is nearly 200 billion, and the capital it can mobilize is far more than 10 billion. If they don¡¯t want to steal the limelight, Meishan Iron and Steel and the provincial state-owned assets still have a lot to do. "Yu Wei wants to stick her shirtless body on you, why do you ignore her?" Song Hongjun asked Shen Huai again. Song Hongjun¡¯s words did not have much ambiguity, but Zhao Tianming andWang Weicheng and Guo couldn't help laughing. Shen Huai shook his head and sighed, and said helplessly: "The old man of the Gu family has not yet died. Yu Wei wants to use us to get rid of the control of the Gu family. How can it be so easy? I can't bear her enthusiasm" The Gu family's relationship with Baohe The shipping industry holds a total of about 25% of the equity. In addition to the 15% equity that the old man of the Gu family transferred directly to the name of his youngest son with Yu Wei when he was awake, the top holding institution of the Baohe family - also with the Sun family The existence of a family fund is similar to that of Baohe Trust - Baohe Trust also holds 10% of the equity of Baohe Shipbuilding Industry. As the guardian of her son, Yu Wei controls Baohe Shipbuilding Industry with 15% of the shares, and her position is far from stable. At present, firstly, the old man of the Gu family has not left yet, and secondly, the performance of Baohe Shipbuilding Industry is relatively stable, so Yu Wei¡¯s position in Baohe Shipbuilding Industry is relatively stable. Once the old man of the Gu family passes away, it will not be difficult for Gu Zejun, the head of the Gu family who controls Baohe Trust, to join forces with other shareholders to expel Yu Wei from the Baohe Shipbuilding Board of Directors. Except for holding 15% of the shares of Baohe Shipbuilding on behalf of her son, Yu Wei has no ability to change the structure of other shareholders. If she wants to completely get rid of the control of the Gu family and independently control Baohe Shipbuilding, she must fundamentally change the situation. The existing shareholder structure of Baohe Shipbuilding must be changed to ensure that the equity held by shareholders who ultimately support her plus the equity held by her son exceeds 50%. Of course, it is not that there is no way to achieve this goal, but Shen Huai also feels dissatisfied with this woman and has no intention of getting too close to her.