【新唐人2015年01月21日訊】深圳房地產龍頭企業佳兆業集團爆發美元債務違約，引發全球基金業緊張。據了解，佳兆業至今合計共超過20億元（人民幣）資產遭到凍結。與此同時，深圳杭州兩地的大批房源遭到當局鎖定，更引來外界對中國房地產這場不同尋常風波的關注。
深圳知名上市房企佳兆業(Kaisa Group Holdings Ltd.)違約風波蔓延，中國部分房地產股遭遇拋售，一系列房地產公司的物業交易被禁止。深圳城市規劃和國土資源委員會在上週的聲明說，中國海外發展有限公司修建的2,800套房屋，被禁止出售。
據大陸媒體15號的報導，佳兆業位於杭州五常的一個樓盤項目，其中的749套待售房源幾乎全部被鎖定。而據《華爾街日報》報導，杭州其他開發商的項目也受到影響。
根據《新浪網》的解釋，佳兆業事件不會是個例，但不適合過度解讀，報導引用專家分析說，市場應該關注這波動盪之下的併購機遇，尤其在上市房企再融資全面解禁後，更好的掘金機遇。
對此，旅美中國社會問題研究人士張健認為不太可能。
旅美中國社會問題研究人士張健：「因為在中國GDP外貿出口已經是日益見低，然後這個人民幣兌美元的匯率也在貶值，國內通貨膨脹加劇，最主要是工業製造業這個問題，可以說已經非常嚴峻，中國的製造業從去年開始已經進入寒冬期。」
根據香港《蘋果日報》15號報導，大陸網站流傳一份「深圳地產預警名單」，17家企業正陸續接受組織調查，其中大部分企業與中共江澤民派系有密切關係。
例如，花樣年、佳兆業和曾慶紅、周永康相關﹔信義玻璃由江派現任政治局常委張高麗親家、玻璃大王李賢義創辦﹔而益田吳群力則和花樣年密切相關，2005年益田、花樣年等5家房企發起的「新地產聯盟」，曾慶紅侄女曾寶寶擔任第一屆理事會主席。
張健：「與江派人馬非常密切的這些廠商，其實就是江派的一個血庫，如果斷掉江派血庫的話，那麼整個江派就在未來對中國政局後續資金方面可能會受到箝制。因為政治上逐漸地清理以後，一定是要在經濟領域上進行打擊，而且這個打擊對外來說，可以說是代表民意。」
中國問題專家章家敦1月19號在《福布斯》撰文認為，深圳杭州兩地禁售的背後，可能是當局準備讓某些開發商破產。叫停常規審批就是一個信號，這預示著地方政府承認，房價不久必須做出調整。
張健：「當地政府是不願意去動本省市房地產的利益，那在個人烏紗帽和性命攸關之際，他們也把房地產作為一個棄車保帥的作用，先保住自己的烏紗帽，和這些江派有關係的，有千絲萬縷聯繫的這些房地產商推出去。」
去年11月28號，佳兆業在深圳接近2000套房源被深圳市政府鎖定﹔12月3號突然停牌，再到老闆郭英成12月10號辭職，以及2015年初爆發貸款違約，違約金額達5,200萬美元，成為中國2015年第一宗企業融資違約案，也是第一家房企美元債務違約案。
而佳兆業的債券價格從去年12月初以來，已重挫80%。花樣年集團和上海恆盛控股等地產公司，也出現被調查以及股東逃離事件。分析指出，中國房地產行業還將遭遇更多麻煩。
大陸獨立財經評論人士牛刀：「所有的資產集中在一個行業上面，這個國家怎麼發展？它(中共)的央企很多都是殭屍企業，都要破產的，但是它(中共)顧不到那裏，所以所有的矛盾它(中共)不讓它爆發，但是有一天它(中共)通通hold不住了，那就整體性的毀滅。」
施羅德投資管理公司亞洲信貸研究主管Raymond Chia對媒體表示，經過佳兆業後，投資人如果還繼續認為，不會有中國企業發生類似違約問題，是「不理性」的。
採訪/易如 編輯/黃億美 後製/郭敬
Kaisa Group Crisis Extends to Other Developers.
Shenzhen developer Kaisa Group’s default on offshore debts
set a nervous tone for the global funds industry.
It is understood that more than 2 billion yuan (RMB)
of Kaisa’s assets have been frozen.
Shenzhen and Hangzhou authorities banned the sale of
Kaisa’s apartments, which has caused widespread concerns.
Kaisa Group Holdings defaulted on debt payments and the
situation has extended.
This has caused market dumping of China’s property stocks
as well as governmental halt on property transaction.
Shenzhen’s Urban Planning Land and Resources Commission
stated in last week that 2,800 units constructed by China
Overseas Land & Investment were blocked from being sold.
Chinese media reported that Hangzhou stopped the sales
of almost all the apartments in Kaisa’s 749 unit project.
The projects of other developers in Hangzhou were
also affected, reported the Wall Street Journal
Chinese online media, Sina, explained, Kaisa won’t be an
isolated case but should not be over-interpreted.
Experts analyzed that the mergers and acquisitions under
this wave of unrest should be grand opportunity for profit,
especially after the complete lift of the refinance ban of
the listed real estate developers, said Sina.
Chinese social issue researcher Zhang Jian thinks otherwise.
Zhang Jian, “Chinese GDP and exports have been
continuously dropping.
The RMB against the US dollar also is devalued and domestic
inflation has intensified.
Most seriously, manufacturing in China has entered the
bitter winter season."
Hong Kong’s Apple Daily indicated a “warning list of
Shenzhen property" is being publicized online.
It is said that 17 companies are being interrogated and most
of them are closely connected to Jiang Zemin’s faction.
For example, property developers Fantasia and Kaisa are
related to Zeng Qinghong and Zhou Yongkang;
Xinyi Glass was co-founded by Zhang Gaoli, a member of the
Politburo Standing Committee, also from the Jiang faction;
The founder of Yitiang Group has had close interactions
with Fantasia;
Zeng Qinghong’s niece Zeng Baobao was the first president
of the New Alliance initiated in 2005 by five property
developers in Shenzhen, including Yitiang and Fantasia.
Zhang Jian, “Those companies with close connections
to Jiang are the life blood of the Jiang faction.
Breaking the companies’ hold will strangle the Jiang faction
control of the regime’s political sources.
Economic attack will surely follow the political clean up.
This attack will be considered an act
representing peoples’ minds."
China expert Gordon Chang wrote in his article in Forbes,
about two localities, Shenzhen and Hangzhou;
“Looks like they are switching their approach and trying
to put some builders out of business.
So the withholding of routine approvals could be a sign
that local governments acknowledge that prices will
have to adjust soon." he said.
Zhang Jian, “The local government would not have done
anything to affect the interests of local real estate,
unless it is to safeguard their own careers and lives.
To protect their titles, they have to abandon the developers
who have deep links to the Jiang faction."
On Nov. 28 2014 the Shenzhen government suddenly
blocked Kaisa selling nearly 2,000 apartments;
Kaisa’s stock trading was suspended on Dec. 3,
its boss Kwok Ying-shing resigned on Dec. 10.
Kaisa became the first developer in China to default
on a loan as high as $52 million in early 2015.
Kaisa’s bond prices have plummeted up to 80%
since December, 2014.
Fantasia and Shanghai Glorious have also been exposed
to be investigated and their shareholders fleeing.
China’s property industry anticipates being
faced with more trouble.
Independent financial commentator Niu Dao, “How can a
country develop normally when all assets were centralized
in one industry? Many state-owned enterprises are zombie
companies that are facing bankruptcy.
The regime can’t do anything about it but only hold back
all of the conflicts.
Once they can’t hold it any more, it will a total destruction."
Raymond Chia, Singapore-based head of Asia credit research
at Schroder Investment Management Ltd., said, “It would be
irrational to continue thinking that after Kaisa none of the
companies will see a similar fate。” reported Bloomberg.
Interview/YiRu Edit/Huang Yimei Post-Production/GuoJing