Thursday, June 04, 2009

內地扮救世主

大市又玩高開,兼且迫近19,000點,午後最高曾見18,967點,奈何點到即止,更再高位跳水,尾市最後一個小時,恒指更直衝落接近460點,差不多蒸發大部分升幅,後市確較難看,炒即日鮮難度日增,大家要睇位了。

內地則繼續演繹救世主角色,繼美國財政部長蓋特納訪京,求內地政府支持買美債後,中央更願意支持美國金融機構,中國投資公司(China Investment Corp.)終於出手,大手吸納摩根士丹利(Morgan Stanley)新股,用12億美元(約93.6億港元)購買4,470萬股新股,令股權避免因大摩發行新股而被攤薄,股權佔擴大後股本約9.9%,連同07年以56億美元(436.8億港元) 入股大摩計,合共花了530.4億港元,向大摩投信任的一票。

中投公司對大摩未來發展持樂觀態度,更認為國際投資銀行業已經歷重大重組,大摩將會更有競爭力。當然,真金白銀投入,自有其看好理由。

民間力量更不容忽視,且看突然殺出一間沒有上市的四川騰中重工機械有限公司,竟然有能力收購海外大型企業,就是向已申請破產保護的通用汽車(GM)收購悍馬(Hummer)品牌及其業務。騰中重工主要做重型機械設備、特種車輛等,首次涉足越野車行業,兼且進軍零售市場。為何人人看淡這些耗油量高的越野車前景時,這間四川民營企業卻樂於入市呢?

Hummer銷售表現的確不敢恭維,單是08年全球銷量37,573輛,比07年的66,345輛銷量足足大跌43.3%之多!即使踏入今年,銷售數字仍然難看,因為持續下跌,由1月售出1,222輛,跌至4月時的913輛,與去年同期售逾2、3千輛比較,可謂不見一大截,唯一慶幸的是,5月略為反彈,銷售再逾千輛至1,094輛。

雖然如此,Hummer仍是一項有盈利貢獻的業務,而且該品牌並非走大量生產市場,員工亦不過3,000人,相關行業人數約8,000至1萬人,起碼在繼續生存下去的問題方面,會較易應付。

最重要的是,出口業務佔其整體30%比重,如08年便出口6,492輛,主要市場是中東、俄羅斯及非洲,當中非洲於去年便大增21%至2,488輛。由此可見,這個品牌涉足的地方同樣是中國友好的地區,日後進一步發展這些地區業務時,亦更為容易。

表面看,騰中重工除了平地一聲雷,讓知名度大大提高外,還可以藉此直接進軍美國市場,而且還可以讓Hummer發展內地這個龐大市場,畢竟各汽車巨頭視內地為最後一塊提供高速增長的寶地。

不過,內地經濟實力如何強勁,總不能忽視官倒和貪腐的巨大蠶蝕,在今日六四20周年的紀念日子中,大家仍然要繼續爭取,建立一個廉潔和民主的國家,否則駕著Hummer,卻處處設關卡收買路錢,就無法如悍馬般自由奔放。大家今晚維園見!

(6月4日刊於《am730》)

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