當(dāng)初策劃中國(guó)化工(ChemChina)以440億美元收購(gòu)瑞士農(nóng)用化學(xué)品巨頭先正達(dá)(Syngenta)的那位商人,現(xiàn)已從這家國(guó)有化工集團(tuán)離職,加入了北京一支國(guó)有投資基金。
Robert Lu, a vice-president at ChemChina who presided over the largest overseas spending spree by a Chinese company to date, has joined China Reform Holdings as a top executive, according to four people informed on the matter.
四名知情人士表示,曾主持中國(guó)企業(yè)迄今最大一宗海外收購(gòu)的中國(guó)化工集團(tuán)副總經(jīng)理陸曉寶(Robert Lu),現(xiàn)已成為中國(guó)國(guó)新控股(China Reform Holdings)的高層管理人員。
Fluent in English and with experience in structured finance, Mr Lu’s move to China Reform is a sign that the $30bn fund will look to expand its direct investment overseas, some of these people said.
上述知情人士中的幾位稱,英語(yǔ)流利并擁有結(jié)構(gòu)性融資經(jīng)驗(yàn)的陸曉寶加入國(guó)新控股表明,這支300億美元的基金將尋求擴(kuò)大其海外直接投資。
Mr Lu declined to comment on the matter. ChemChina and China Reform Holdings did not respond to requests for comment. One person briefed on the matter said Mr Lu’s employment at China Reform Holdings was pending regulatory approvals and not yet fully confirmed.
陸曉寶拒絕就此事置評(píng)。中國(guó)化工與國(guó)新控股均未回應(yīng)置評(píng)請(qǐng)求。一位了解情況的人士表示,陸曉寶入職國(guó)新控股一事還有待監(jiān)管部門批準(zhǔn),目前尚未得到完全確認(rèn)。
China Reform Holdings was created in 2010 to invest in the restructuring of state-owned enterprises and is supervised directly by the central government.
國(guó)新控股成立于2010年,主要投資國(guó)有企業(yè)重組,由中央政府直接監(jiān)管。
Among its previous deals, it has taken stakes in China Tower Corp, which makes telecoms masts, and PetroChina. It also bought $7bn of perpetual bonds sold by ChemChina earlier this year to pay for the acquisition of Syngenta.
國(guó)新控股在以往的交易中已獲得中國(guó)鐵塔股份有限公司(China Tower Corp,負(fù)責(zé)興建電信基站)以及中石油(PetroChina)的股權(quán)。今年早些時(shí)候,國(guó)新控股還購(gòu)買了中國(guó)化工70億美元的永續(xù)債券,這些債券是中國(guó)化工為籌集收購(gòu)先正達(dá)所需的資金而發(fā)行的。
Earlier this year, it emerged that China Reform Holdings was in talks with a Chinese private equity fund JD Capital about a $2bn investment in a fund focused on overseas assets.
今年早些時(shí)候,有消息稱,國(guó)新控股在與中國(guó)私募股權(quán)基金九鼎投資(JD Capital)就向后者投資20億美元進(jìn)行接洽。九鼎投資是一支專注海外資產(chǎn)的基金。
China Reform Holdings also backs investors connected to Canyon Bridge, which agreed to buy UK-based mobile graphics processor Imagination for £550m in September.
國(guó)新控股旗下的基金還投資了Canyon Bridge,這家企業(yè)今年9月同意以5.5億英鎊收購(gòu)總部位于英國(guó)的移動(dòng)設(shè)備圖形處理器設(shè)計(jì)商Imagination。
Mr Lu built his reputation as the right-hand man to ChemChina chairman Ren Jianxin and was a crucial figure in structuring at least $55bn of overseas acquisitions by the company.
陸曉寶因作為中國(guó)化工集團(tuán)董事長(zhǎng)任建新的得力助手而聲名鵲起,中國(guó)化工的海外收購(gòu)中,有至少550億美元的交易他是關(guān)鍵構(gòu)建者之一。
Those deals include the acquisitions of Israeli pesticide producer Adama, Italy’s tyremaker Pirelli and Syngenta, China’s largest and most sensitive outbound investment to date.
這些交易包括對(duì)以色列農(nóng)藥生產(chǎn)商安道麥(Adama)、意大利輪胎制造商倍耐力(Pirelli)以及先正達(dá)的收購(gòu)。收購(gòu)先正達(dá)是中國(guó)迄今為止規(guī)模最大且最敏感的一宗海外收購(gòu)。
ChemChina’s buyout of Syngenta, which was agreed in early 2016 but has yet to fully complete, faced major scrutiny over whether the Chinese group could produce the required funds. The deal involved the syndication of tens of billions of dollars in bonds and other complex financial products between both Chinese and international banks.
2016年初中國(guó)化工就商定收購(gòu)先正達(dá),但目前仍未完成收購(gòu);該項(xiàng)收購(gòu)在如下問題上受到密切審視:這家中國(guó)公司能否拿出完成收購(gòu)所需的資金。這筆交易涉及在中資和外資銀行間通過債券及其他復(fù)雜的金融產(chǎn)品聯(lián)合籌措數(shù)百億美元。
Mr Lu’s departure may indicate that the company is slowing its overseas investments, these people added.
這幾位知情人士補(bǔ)充道,陸曉寶的離職可能表明,中國(guó)化工正在放緩海外投資的步伐。
Other top dealmakers at ChemChina have left the company since the signing of the Syngenta deal. Chen Junwei, the former head of M&A, left after it was done and has joined Harvest Technology Investment, a Hong Kong-based private equity firm, as its chief executive.
自收購(gòu)先正達(dá)的協(xié)議簽署以來(lái),中國(guó)化工還有其他一些頂級(jí)交易撮合者離職。曾負(fù)責(zé)中國(guó)化工并購(gòu)業(yè)務(wù)的陳峻偉,在收購(gòu)先正達(dá)的協(xié)議達(dá)成后就離開了該公司,現(xiàn)任香港私募股權(quán)公司嘉實(shí)科技投資管理有限公司(Harvest Technology Investment)總經(jīng)理。
Sinochem, a rival state chemicals group, is expected to take over core parts of ChemChina’s business in 2018, at which time Mr Ren could step down, people close to the matter say.
知情人士稱,中國(guó)化工的競(jìng)爭(zhēng)對(duì)手、另一家國(guó)有化工企業(yè)中化集團(tuán)(Sinochem),預(yù)計(jì)將在2018年接管中國(guó)化工的部分核心業(yè)務(wù),屆時(shí)任建新有可能離任。