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Chinese companies aretargeting stakes in two of Portugal’s leading banks as the country’s financialsector undergoes a transformation aimed at clearing bad loans and boostingcapital.
中资公司正考虑入股葡萄牙两家领先银行。目前葡萄牙金融业正在推进一场旨在清理不良贷款和充实资本的转型。
China Minsheng FinancialHolding has joined the list of candidates for Novo Banco as Lisbon makes asecond attempt to sell the so-called good bank salvaged from the ruins of Banco EspíritoSanto in 2014.
中国民生金融控股(China Minsheng FinancialHolding)加入了收购Novo Banco股份的候选人名单；里斯本方面正在第二次尝试出售2014年从圣灵银行(Banco Espírito Santo)的废墟中抢救出来的这家所谓好银行。
At the same time, FosunIndustrial Holdings, part of China’s biggest private conglomerate, is inadvanced talks on acquiring 16.7 per cent of Millennium BCP, Portugal’s largestlisted bank, and potentially lifting its stake subsequently to 30 per centthrough capital increases.
与此同时，中国最大的私营企业集团的一部分复星产业控股(Fosun Industrial Holdings)收购葡萄牙最大上市银行Millennium BCP（见上图）16.7%股份的交易已进入深入谈判阶段，复星还可能通过增资将所持股份增至30%。
Besides Minsheng, contendersfor Novo Banco include private equity groups Apollo Global Management, LoneStar Funds and Centerbridge as well as two Portuguese lenders, BCP and Banco BPI,according to Lisbon bankers.
据多名里斯本银行业人士介绍，竞标Novo Banco股份的实体除了民生金控外，还包括私人股本集团Apollo Global Management、Lone Star Funds和Centerbridge，以及葡萄牙的两家银行：BCP和Banco BPI。
Hong Kong-based Minsheng hascontracted Haitong Bank as the financial adviser for its offer, which isbidding for a controlling stake in Novo Banco to be acquired through a stockmarket flotation, the bankers said.
上述银行业人士表示，总部位于香港的民生金控聘请海通银行(Haitong Bank)担任其竞标的金融顾问，该公司将通过在股市上市完成对Novo Banco控股股份的收购。
Haitong Bank was BESI, theinvestment banking arm of BES, before it was acquired and renamed by China’sHaitong Securities in 2014.
海通银行的前身是BESI——葡萄牙圣灵银行旗下的投资银行部门，2014年被中国海通证券(Haitong Securities)收购后更名。
Portuguese authorities have seta deadline of November 4 for contenders for Novo Banco to submit their finaloffers. In addition to an outright sale to a single bidder, Lisbon isconsidering floating part of the lender on the stock market, selling separatestakes to different investors or breaking the bank up into separate units,according to people close to the deal.
葡萄牙有关部门已把11月4日列为Novo Banco股份的竞标者提交最后报价的截止期限。据接近交易的人士介绍，除了向单一投标人直接出售股份外，里斯本方面还在考虑几个方案，包括将该银行的部分股份在股市上市，向不同投资者分别出售股份，或者把该行分拆成几个独立单位。
Portuguese lenders, whichfinance the resolution fund that bailed out Novo Banco, have been bracing forheavy losses from the sale. The rescue cost the fund EURO4.9bn, EURO3.9bn ofwhich came from a government loan. Banks are expected to be given up to 25-30years to pay back the loan.
当初出资建立纾困Novo Banco的处置基金的葡萄牙各银行，在此次出售交易中面临严重亏损。纾困使该基金花掉49亿欧元，其中39亿欧元来自政府贷款。估计相关银行有25至30年时间偿还贷款。
A first attempt to auctionNovo Banco collapsed in September last year when the Bank of Portugal rejectedoffers from Fosun, China’s Angbang Insurance and Apollo as too low.
去年9月，拍卖Novo Banco的第一次尝试以失败告终，当时葡萄牙央行(Bank of Portugal)拒绝了复星、中国的安邦保险(Angbang Insurance)，以及Apollo的报价，认为这些报价都太低。
BCP has called a shareholdermeeting on November 9 that is expected to raise a voting rights cap from 20 percent to 30 per cent to facilitate the Fosun bid, which the BCP board haswelcomed.
BCP已定于11月9日举行股东大会，届时预计将把投票权上限从20%提高至30%，以便为复星入股铺平道路，BCP董事会已对复星此举表示欢迎。
The renewed interest ofChinese groups in Portuguese lenders comes as Lisbon presses ahead with plansto set up a “bad bank” to relieve lenders of a heavy burden of non-performingcredit and problem assets.
中资集团对葡萄牙各银行再度感兴趣之际，里斯本方面正推进相关计划，拟建立一家“坏账银行”，帮各银行减轻不良信贷和问题资产的沉重负担。
