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来源:@21世纪商业评论微博

记者丨肖夏陈晓平 编辑丨张伟贤陈晓平

水果第一股,一纸公告震惊业界。

4月16日晚,洪九果品发布公告称,收到本人或家属通知,董事长邓洪九,执行董事彭何、江宗英、杨俊文、谭波及监事会主席余利霞,均已被采取不同刑事强制措施。

“就涉嫌骗取贷款及/或虚开增值税专用发票之事项,进行的立案侦查相关。”

公告披露,自2025年1月6日起,其位于重庆渝北的主要办公场所即被公安机关限制人员出入,公司无法正常办公。

洪九果品2022年登陆港交所,高峰营收达150亿元,市值一度达到600亿港元,是真正的“水果第一股”。

现在,邓洪九的水果帝国,正在走向崩盘。

人去楼空

邓洪九的总部,人去楼空。

4月17日,记者赶往洪九果品总部所在的渝北区中铁峰汇B座22层。据悉,邓洪九此前租用22楼、24楼、25楼三层为办公地。

此地,正是公告提及限制人员出入的所在。

记者当天赶到现场时发现,22楼人去楼空、无法进入。从前台望进去,办公场所明显空置,设备、文件悉数被搬走,仅余“大鹏展翅”木雕还留在前台。

洪九果品办公地被警方控制,标志被撕下

门口的保安值班表显示,最晚从4月14日开始,22层就已处于空置状态,大楼管理方每日会不定期巡逻、清洁。

唯有24楼依然有少量员工,一位逗留员工表示,当天也是到办公室收拾东西,他的工资也没着落,同事都不知道该怎么办;近期不时有供应商上门,大家很无奈。

洪九果品位于重庆中铁峰汇B座24楼的办公室

邓洪九在内,洪九果品现有六位高管为警方控制。

记者对照其董事会构成发现,除去余利霞,其余5人刚好是整个执行董事团队,其中,江宗英为邓的妻子。

彭何、杨俊文、谭波三人,则长期跟随邓洪九,基本都在10年以上。尤其杨俊文,自2005年12月起,就任洪九成都分公司总经理,负责成都区域的业务拓展。

若虚开增值税专用发票、骗取贷款罪名最终成立,邓洪九夫妇和其他高管将面临严重后果。

据北京市盈科律师事务所高级合伙人王贝贝介绍,虚开增值税专用发票的量刑分为三档,其中,虚开税款数额巨大或者有其他特别严重情节的,可处十年以上有期徒刑或者无期徒刑,并处一定罚金或者没收财产。

“从新闻中披露的信息看,仅从涉案金额角度分析,可能会面临第三档的刑罚。”王贝贝基于公开信息对记者分析说。

对于骗取贷款,《中华人民共和国刑法》也明确规定,若情节严重的,可处三年以上七年以下有期徒刑,并处罚金。若单位犯罪成立,同样面临单位与个人的双罚。

鉴于洪九果业,一度营收百亿,若涉事高管参与其中,涉事数额预计将十分巨大。

异象迭出

邓洪九控制的果业巨头,早有异象。

2019年以后,洪九果品迅猛扩张,高峰期收入为150亿人民币,且每年都有可观的账面盈利。

诡异的是,明面上高歌猛进,就是收不到钱,见不到现金。

例如,2023年1-6月,邓洪九呈报的报表显示,6个月进账85个亿,挣到8个亿的纯利。

而截至期末,账上现金只有5.56亿,短期借款高达27.76亿。

那么,钱都是去了哪里?答案是,全是一堆应收款和预付款。

截至2023年6月底,洪九果品积压的营收款项,高达86.73亿,连带预付款项13.75亿,合计100亿人民币,超过自身净资产。

半年间,明明赚8个亿,应收款增加超11个亿,经营现金净流出3个亿,邓洪九手头的钱,更少了。

到下半年,他又大笔向外预付款项。

据公告披露,到2023年底,其预付款项余额高达44.7亿元,其中向若干供应商支付约34.2亿元,等于6个月又多出30个亿。

种种异象,绝非正常商业操作所能解释。

有投资者表示,其关注到洪九果品的预付款激增,就对业绩产生怀疑,而农产品行业一向是虚开发票的高发领域。

来源:洪九果品

由于质疑预付款项骤增、付款对象身份存疑等,2024年4月,毕马威宣布辞任审计职责。

阿里巴巴、招商局资本、华人文化等投资方委派的董事,也相继辞职。

上市两年多来,邓洪九仅发布过2022年报、2023年中报,之后便再也没有披露过定期财报,且洪九果品从2024年3月起即停牌。

赴港IPO,连带两次配售,他总共拿回超过16亿港元,如今只留一地鸡毛。

传奇崩塌

邓洪九的经历,本是一个普通人逆袭的励志故事。

他是重庆人,一开始干的“棒棒”(背夫),这是重庆特有的工种,即靠体力装卸货物。

1987年,他发现家乡红桔的价格,比工作码头的便宜,开始尝试水果批发生意,由此生意越做越大。

来源:洪九果品

一位当地老者告诉记者,早年在重庆盘溪批发市场,其他人还在摆摊单打独斗,邓洪九就率先开启公司化运营,是水果批发市场上的唯一一家。

“发货价比较贵,价格上比其他批发商高,包装比较好看、品质也还可以,一直生意还可以。”他向记者回忆。

2005年,邓洪九开始瞄准榴莲等进口水果,其定价昂贵、利润高,于是他从东南亚国家采购,进行加工和分级筛选后,分销到国内市场。

邓在泰国、马来西亚、越南等多地,均设有全资子公司,在榴莲、山竹、龙眼等核心单品,合计年流水达到数十亿级,迅速奠定龙头老大地位。

这门进口批发生意,实操不好做,水果本身易腐、高损耗,且种植地在异国他乡,要跨国运输,风险很高。

为提高时效,邓洪九采用一种“端到端”模式,他以数字化驱动,缩减冗长的中间链条,原产地直采、当地工厂加工,其后向中国客户直销。

他还专门投入开发“洪九星桥系统”,对国际物流环节中起运港、目的港货物进行精细管控。

由于业内领先,加之有科技概念,过去十来年,邓洪九也乘上资本的快车,先后共完成7轮融资,且不乏阿里巴巴、顺丰控股等明星股东。

悲哀的是,从后来种种异象来看,邓和他的高管,并没有将心思真正花在水果生意上。

邓洪九,不单自己未能续写传奇,且将家人及其同事,一并带上悲剧性的邪路。

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