In the last month of 2023, the two airlines received huge capital increases.
At the end of last week, China Eastern Airlines announced that Sichuan Airlines would receive the same proportion of capital increase from all shareholders, and the capital increase that Sichuan Airlines had launched three years ago was finally in the bag.
In addition, at the beginning of this month, Shenzhen Airlines, which had long been insolvent and had not received a capital increase from shareholders for a long time, suddenly increased its capital to its subsidiary Kunming Airlines1 billion yuan
The aviation and travel circle noticed that in 2023, just after the "cold night", there will be a total of7Passenger airlines have been bet by shareholders, but there are also shareholders who liquidate their shares and completely withdraw from civil aviation.
According to the order of changes in registered capital, the aviation travel circle will take stock of who is betting on civil aviation and who is exiting in 2023.
According to the announcement of China Eastern Airlines, Sichuan Airlines will receive the same proportion of capital increase from all shareholders, and its Middle East Airlines will increase its capital by 1.2 billion yuan in the form of "monetary + non-monetary property".
At present, the shareholding structure of Sichuan Airlines is 40% owned by Sichuan Airlines Group, 39% by China Southern Airlines, 10% by Shandong Airlines, 10% by China Eastern Airlines, and 1% by Chengdu Ginkgo.
This means that Sichuan Airlines will get a total this time12 billion yuanCapital increase. Among them, Sichuan Airlines Group increased its capital by 4.8 billion yuan, and China Southern Airlines increased its capital by 46800 million, Shandong Airlines and China Eastern Airlines contributed 1.2 billion, and Chengdu Ginkgo Golden Pavilion invested 1200 million.
Among the shareholders of Sichuan Airlines, Sichuan Airlines Group, China Southern Airlines, China Eastern Airlines, and Shandong Airlines are all state-owned holdings, while Chengdu Ginkgo Golden Pavilion is the private capital introduced by Sichuan Airlines during its restructuring.
In what form will the other shareholders increase their capital in Sichuan Airlines? More to see: Finally! Sichuan Airlines, 12 billion is about to arrive!
In addition to increasing the capital of Sichuan Airlines, in 2023, China Eastern Airlines will also increase the capital of another airline.
According to the enterprise investigation, on January 16, 2023, China Eastern Airlines subscribed in the form of currency2 billion yuan, capital increase in United Airlines.
With the 2 billion capital increase of China Eastern Airlines, the registered capital of China United Airlines has also increased from 13200 million yuan increased to 33200 million yuan.
According to the aviation travel circle, after receiving the capital increase of China Eastern Airlines, China United Airlines will have new changes in the upcoming 2024, including those that are already in the pipelineChange the aircraft livery
In fact, this is the second time that China Eastern has increased its wholly-owned aviation subsidiary in half a year.
On September 16, 2022, Shanghai Airlines completed the change of industrial and commercial information, and its shareholder China Eastern Airlines increased its capital by 5 billion yuan in monetary form, and the registered capital of Shanghai Airlines also changed from 500 million yuan to 5.5 billion yuan in one fell swoop, becoming the largest capital increase in 2022.
On December 5, 2023, Shenzhen Airlines subscribed in monetary terms1 billion yuan, increase the capital of Kunming Airlines, the registered capital of Kunming Airlines is also increased by 06.4 billion yuanCataclysm10.6.4 billion yuan
It is worth noting that before receiving the capital increase of Shenzhen Airlines, in April this year, Kunming Airlines was the original natural person shareholderWang QingminCarry 0CNY 1.6 billion will be investedExit
Wang Qingmin is the original shareholder of Kunming Airlines, and in February 2007, Shenzhen Airlines (80%) and Wang Qingmin (20%) jointly invested in the establishment of Kunming Airlines, and Wang also served as the chairman of Kunming Airlines.
In addition to investing in Kunming Airlines, Wang Qingmin also invested in Yunnan Xinsheng Investment *** Yunnan Civil Aviation Security Service Co., Ltd. At present, it is still the largest shareholder and chairman of Kunming Pan Asia Nonferrous Metals Exchange.
With Wang Qingmin's withdrawal, Kunming Airlines has become a wholly-owned subsidiary of Shenzhen Airlines, while Shenzhen Airlines, which still has a high debt ratio, has not yet received a capital increase from shareholders.
January 30, 2023, Xiamen Airlines9.900 million yuanThe capital increase of Hebei Airlines has become the third largest capital increase this year.
After the capital increase, the registered capital of Hebei Airlines increased from 2.6 billion yuan to 35900 million yuan
This capital increase is also the first time that Xiamen Airlines has increased its capital in the past ten yearsFourthBet on Hebei Airlines.
In October 2014, Xiamen Airlines acquired Hebei Airlines 99. from Hebei Aviation Investment and Sichuan Airlines23% equity.
In February 2016, Xiamen Airlines increased its capital to Hebei Airlines by 800 million yuan, and the registered capital of the latter increased from 1.8 billion yuan to 2.6 billion yuan.
In April 2020, Xiamen Airlines acquired Hebei Airlines 0. from Shenyang Zhongrui InvestmentWith 77% of the shares, Hebei Airlines officially became a subsidiary of Xiamen Airlines.
According to the industrial and commercial registration information, on November 7, the registered capital of Hunan Airlines increased from 167.4 billion yuan changed to 178.8 billion yuan, obtained1.$1.4 billionCapital increase.
Up to now, the industrial and commercial registration information has not been announced, who is behind the capital increase.
In this regard, Hunan Airlines responded to the aviation travel circle: according to the overall operation and strategic planning of Hunan AirlinesControlling shareholderIn recent years, it has continued to carry out Hunan AirlinesMultiple rounds of capital increases。This move reflects the optimism of Hunan Airlines' shareholders about the company's future development prospects, and will also significantly reduce the company's asset-liability ratio and create strong conditions for the company's long-term healthy and stable development. In addition, there will be shareholders in the near futureA new round of capital increase plan
At present, the major shareholder of Hunan Airlines is Tongcheng Hanglu, accounting for 387532%；The second shareholder is the equity investment guide of emerging industries in Hunan Province with the background of Hunan state-owned assets, accounting for 20%.
Other shareholders of Hunan Airlines include Shenzhen Tiansong Wealth Asset Management Co., Ltd., Suzhou Kumquat Phase I Investment and individual shareholder Tang Longcheng.
On May 26, 2023, Loong Airlines, which had received a capital increase last year, won again1.100 million yuanCapital increase.
Like the three companies that increased their capital last year, the capital increase of Changlong Hangzhou Industrial Investment is wholly owned by Hangzhou State-owned Capital Investment and Operation.
After the capital increase, the registered capital of Loong Air increased from 65.6 billion yuan increased to 76.6 billion yuan.
At present, Zhejiang Province, Hangzhou City, and Xiaoshan District have all invested in Changlong Airlines, accounting for nearly 25% of the shares.
The largest shareholder of Changlong Airlines is still its founder, Zhejiang Changlong Group, which is actually controlled by Chairman Liu Qihong, but its shareholding ratio has been diluted from absolute control to less than 50%.
Shareholders from Hangzhou City and Xiaoshan District have surpassed Liu Qihong's personal holdings and are the second and third largest shareholders.
On June 19, 2023, the Wuxi Intermediate People's Court auctioned the entire equity of Sunan Ruili Airlines*** held by Dong Lecheng, which is another equity auction of airlines after the equity auction of Longjiang Airlines.
As early as the second half of 2020, Ruili Airlines has changed hands to Wuxi and changed its name to Sunan Ruili Airlines. At the end of 2021 and March 2023, Sunan Ruili Airlines also received two capital increases from Wuxi state-owned enterprises, and the shares of founders Dong Lecheng and Jingcheng Group were reduced to 22248% and 96408%。
Although Sunan Ruili Airlines continues to receive "blood transfusions" in Wuxi, it is still dragged down by the debt problems of Dong Lecheng and his Jingcheng Group, and has been sued in court many times, and the equity of Ruili Airlines held by Jingcheng Group and Dong Lecheng has also been frozen by the judiciary many times.
On June 20, 2023, Sunan Ruili Airlines' equity law was auctioned off, and Jiangsu Wuxi Guopeng Aviation Investment Center (Limited Partnership), a major shareholder with Wuxi state-owned background, was near8.0.5 billion yuanThe bid obtained the entire equity of Sunan Ruili Airlines held by Dong Lecheng.
After the completion of this change, Wuxi Guopeng's shareholding in Sunan Ruili Airlines rose to 480879%, founder of Sunan Ruili AirlinesDong LechengthenExit completely
Taking stock of the seven passenger airlines that have received an overweight bet in 2023, we find that the changes this year are similar overall"The country advances and the people retreat".-- The capital increaserIt is mainly state-controlled airlines and local state-owned assetsAnd Kunming Airlines and Sunan Ruili AirlinesNatural person shareholders withdraw completely
At present, there are more local state-owned assets planning to increase the capital injection of airlines.
As early as the work meeting in early 2021, Shenzhen Airlines proposed to plan a shareholder capital increase, but it has not yet received a capital increase. As of the end of the third quarter of this year, the asset-liability ratio of Shenzhen Airlines reached 11516% and already insolvent.
According to the aviation and travel circle, Shenzhen State-owned Assets has long intended to increase its capital, but Air China, the major shareholder of Shenzhen Airlines, has not spoken. If Shenzhen unilaterally increases its capital, it may break the existing situation and Air China will lose its status as a major shareholder, which Air China does not want to see.
Can the insolvent Shenzhen Airlines get a "blood transfusion" in 2024, will Air China and Shenzhen advance and retreat together, or will Shenzhen get rid of Air China and increase its capital to control Shenzhen Airlines?
Which other airlines do you think will receive capital increases in 2024 and who will increase their passenger capital increases? Welcome to leave a message at the end of the article