【中国观察2020年12月25日讯】中共央行12月24日发公告称,央行与银保监会、证监会和国家外汇管理局4大监管机构,将二次约谈蚂蚁集团。
同日,中共市场监管总局发公告称,对阿里巴巴集团控股有限公司涉嫌垄断行为,立案调查。
两大利空消息一出,阿里系股价应声下跌。当晚,美股开盘后,阿里巴巴股价低开超10%,随后跌幅仍不断扩大跌超15%,市值蒸发了超1100亿美金。
蚂蚁恐被收编
美国之音引述部分观察人士的分析说,11月2日的监管会议中,马云就已经主动提出,愿意将蚂蚁集团之部分持股,奉献给中央政府。因此,未来蚂蚁恐难逃被中共收编的命运。
消息人士对《看中国》说,马云不止一次表示可以献出蚂蚁金服,虽然马云认为蚂蚁金服是个宝,但在中共最高领导人眼中,只要将马云置于死地,整个蚂蚁金服甚至是阿里集团都将是其掌中之物。
消息人士还透露,习近平内参团队正在评估,彻底接管阿里后会带来多大的经济震荡,以习近平的格局,蚂蚁金服不足挂齿,如何能平稳的接盘整个中国的民营企业,才是习近平下的大棋。
谢田:马云遇到山大王
美国南卡来罗纳大学艾肯商学院教授谢田对看中国分析说,现在马云基本上是遇到山大王,“土匪打家劫舍时,你的财产你爱怎么拿就怎么拿,只是别伤了我们家的性命,几乎是这个架式。”
谢田表示,中共对马云这些民营企业家,一个是不信任,再一个是虎视眈眈,随时准备杀鸡取蛋,或者直接把鸡杀掉。北京政府的一个顾问说,可以肯定,中共要把马云这部分企业收归国有。
红顶商人在劫难逃
原北大经济学院副教授夏业良,接受希望之声采访时说,连马云这样过去跟中共靠得非常紧,被称为“红顶商人”的都受到威胁,那么想想其它的企业,没有哪一个企业不感到紧张或者威胁。他们逃无可逃,也不准资本撤离,不准离开中国。
夏业良表示,民营企业不管多大的企业,有多大的财富,哪一天中共不高兴了,它完全可以让你全部归零。
夏业良表示,民企在大陆,没有真正长久的安全保障,没有平等的法律地位。法律在中共的手中,它是用来治别人的,就连宪法也是形同虚设。中共的治理模式,还没有进入政治文明国家的行列。
“六四学运”领袖吾尔开希指出,马云等中国企业是在刀尖上舔血谋利,而他们随时被中共收割的案例足以警示西方,中国的经济牢牢被权力绑缚,是国际秩序的破坏者。
他说,蚂蚁集团的下场应该让中国这些首富们意识到,同时也应该让全世界看清楚:忍辱不可能偷生。
Jack Ma in danger
The government is continuing to crack down on Jack Ma after the suspension of Ant Financial's IPO. 24 days later, Alibaba was investigated and Ant Group received a second interview notice. Experts believe that Xi Jinping's goal is to take over the entire Chinese private sector, and that the authorities are "hunting" Ma Yun, and other red-top businessmen will not escape.
On December 24, the Central Bank of the Communist Party of China (CBC) issued an announcement saying that the CBC, together with four major regulators - the CBRC, the SFC and the State Administration of Foreign Exchange (SAFE) - would interview Ant Group for the second time.
On the same day, the General Administration of Market Supervision of the CPC issued an announcement saying that an investigation was opened into the alleged monopolistic behavior of Alibaba Group Holdings Ltd.
Once the two major negative news came out, the share price of Alibaba Group fell in response. That night, after the U.S. stock market opened, Alibaba shares opened over 10% lower and then fell still further down over 15%, evaporating over $110 billion in market value.
Ant fears to be collected
The Voice of America quoted some observers' analysis, saying that in the regulatory meeting on November 2, Jack Ma had already offered to dedicate part of Ant Group's shareholding to the central government. As a result, Ant is likely to be absorbed by the Chinese Communist Party in the future.
The source told Watch China that Ma has said more than once that he could offer Ant Financial Services, which Ma considers a treasure, but in the eyes of the CCP's top leaders, the entire Ant Financial Services and even Ali Group would be in their palms if Ma were put to death.
The source also revealed that Xi Jinping's internal staff team is evaluating how much economic shock a complete takeover of Ali would bring.
Xie Tian: Jack Ma Meets the King of the Mountain
Xie Tian, a professor at the Aiken School of Business at the University of South Carolina, told Watch China in an analysis that Ma is now basically meeting the King of the Mountain, "When bandits rob a house, take your property as you like, just don't hurt the lives of our family, almost like this."
Xie Tian said that the Chinese Communist Party is distrustful of Ma Yun, a private entrepreneur, and then a tiger eye, ready to kill the chicken and take the egg, or just kill the chicken. An advisor to the Beijing government said it is certain that the CCP wants to nationalize Ma's part of the business.
Red-top businessman in danger
Xia Yeliang, a former associate professor at Peking University's School of Economics, said in an interview with Voice of Hope that even Ma Yun, who used to be very close to the CCP and was called a "red-top businessman," is under threat, so there is no other business that does not feel nervous or threatened. They can't escape, and they are not allowed to withdraw their capital and leave China.
Xia Yeliang said, private enterprises, no matter how big the enterprise, how big the wealth, one day the Chinese Communist Party is not happy, it can let you all to zero.
Xia Yeliang said, private enterprises in the mainland, there is no real long-term security, there is no equal legal status. The law is in the hands of the Chinese Communist Party, it is used to rule others, even the Constitution is also a virtual nullity. The CCP's mode of governance has not yet entered the ranks of politically civilized countries.
"The leader of the June Fourth Movement, Wuer Kaixi, pointed out that Chinese companies such as Jack Ma are licking their blood on the knife's edge to make profits, and their case of being harvested by the CCP at any time is enough to warn the West that China's economy is firmly tied to power and is a destroyer of the international order.
He said that the downfall of Ant Group should make these richest people in China realize, and also show the world clearly: it is impossible to steal a life by enduring humiliation.