在最近一段时间之前，中国的预算零售业亿万富翁一直势头强劲，在国家经济增长放缓的情况下，他的财富通过开设商店而不断累积。然而，他宣布了对陷入困境的大型超市进行一次意外的大规模股权收购，这价值627亿元人民币（8890万美元），此举震惊投资者，并导致其纽约上市的股票在周一创下历史跌幅17%，周二再跌2.3%。同时，中国内地和香港市场宣布了由中国官方提出的刺激措施，包括利率下调、为银行增加资金、提高购房激励以及考虑设立股市稳定基金。然而，这些努力可能只能为中国经济购买一些时间，因为面对的挑战规模巨大。
这次转变使得这位46岁的亿万富翁财富急剧缩水至290亿元人民币，相较于他在2021年2月峰值时的约4370万元减少了一大笔资金。当时，像他一样，亚洲的预算商店所有者凭借廉价商品吸引了大量顾客的追捧，从而积累了数十亿美元的财富。
他的大部分财富来源于他在Miniso的品牌股份，这是一家在中国经营的零售连锁店，专门销售低成本家居用品和电子产品。总部位于广州的这家公司在美国纽约证券交易所上市，并在截至6月2023年的财年内收入达到115亿元人民币。
他的名字在中文中意为“富裕”，他曾在一次商业之旅中受到日本预算商店的启发，并将这一概念引入中国，与日本设计师Miyake Junya合作。该品牌于2020年10月通过首次公开募股在美国纽约证券交易所上市后，迅速扩展到海外市场。
消费者热衷于Miniso提供的物美价廉的日用品系列，从文具、厨房用品到玩具和零食应有尽有，这些产品在市场上广受欢迎。最近，当美国说唱歌手Ye（原名Kanye West）在中国进行海南南部的表演时，被拍到带着孩子们在一家Miniso店内购物的消息在中国社交媒体上引起轰动。
中国政府已经宣布了一揽子支持措施来提振市场信心，包括下调利率、增加银行资金供给、购房激励计划和考虑设立股市稳定基金。尽管这些政策提供了短期助力，但对于面对经济挑战的中国来说可能只是缓兵之计。
在这个关键时刻，财富的损失并非一成不变的命运，随着中国市场的复苏，Miniso宣布将从永辉（Yonghui）现有大股东手中收购29.4%的股份，其中包括了来自中国电商巨头京东（JD.com）两家子公司。这一消息，连同政府对股市的支持政策，推动了京东纽约上市股价上涨14%，使得该公司董事长刘强东的财富增加了3890万美元。
新闻来源：www.bloomberg.com
原文地址：Miniso Billionaire’s Fortune Falls by $593 Million After China Supermarket Deal
新闻日期：2024-09-25
原文摘要：
Until recently, China’s budget retail billionaire had been on a roll, building his fortune as his stores proved a hit in the nation’s slowing economy. Then his announced a surprise bid to a majority stake in struggling mega-supermarket for 6.27 billion yuan ($889 million).Ye’s fortune tumbled $593 million, according to the Bloomberg Billionaires Index, after the move spooked investors and sent its New York-listed stock down a record 17% Monday and a further 2.3% on Tuesday. That came even as markets on the mainland and in Hong Kong announced by Chinese officials. “The Chinese economy and the Chinese consumer isn’t exactly on the front foot,” said Neil Saunders, an analyst at GlobalData. “So I think there’s just a lot of doubts swirling about exactly how they’re gonna generate a return over this.” Read More: That left Ye, 46, with a net worth of $2.9 billion, a roughly $4 billion drop from his peak in Febuary 2021. Back then, owners of budget stores in Asia like Ye amassed billions of dollars in wealth as customers looking for bargains flocked to their stores. The majority of his fortune comes from his stake in Miniso, a retail chain that sells low-cost household goods and electronic gadgets. The Guangzhou-based company is listed in New York and had revenue of 11.5 billion yuan in the year to June 2023. Ye’s first name means “rich” in Mandarin. He became inspired by budget shops in Japan during a business trip and brought the concept to China, enlisting Japanese designer Miyake Junya to help. The company started trading in New York through an initial public offering in October 2020 and since then has been expanding overseas rapidly. Read More: Many consumers have flocked to Miniso for its affordable, well-designed daily necessities — from stationery and kitchenware to dolls and snacks. The brand caused a stir this month on Chinese social media after photos showed American rapper Ye, formerly known as Kanye West, taking his children to a Miniso store while in the country for a performance in southern Hainan.The latest support measures unveiled by Chinese authorities interest rate cuts, more cash for banks, bigger incentives to buy homes and plans to consider a stock stabilization fund. However, the efforts may only buy China some time given the scale of challenges facing the economy. Ye’s loss is another billionaire’s gain. Miniso said Monday that it will acquire a 29.4% stake from Yonghui’s existing main shareholders, including two units of Chinese e-commerce giant That, together with the government’s stimulus for the stock markets sent JD.com’s New York shares up 14% Tuesday, adding $389 million to billionaire chairman ’s wealth.
