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外汇投资损失再袭两家中国公司(1)
2008年10月28日 星期二 10:40 A.M.

Two Chinese railroad companies disclosed a total of more than $300 million in losses on currency investments Thursday, just days after a Hong Kong conglomerate said it could lose as much as $1.9 billion from its own currency agreements.

中国两家铁路公司周四披露,在外汇投资方面总计共损失了超过3亿美元,而几天前香港一家大企业刚刚宣布,它可能因外汇投资失误蒙受多达19亿美元的损失。

The disclosures came amid selloffs in several other stocks, in what some analysts described as an overreaction, in many cases, that underscored broader market jitters about exposure to volatile currencies and commodities.

这一信息是在其他几只股票遭遇抛售之际披露出来的,一些分析师将投资者的这些抛售行为称为反应过度,而在许多情况下,这种反应恰恰彰显出市场对外汇和大宗商品价格大幅波动造成的风险敞口普遍感到紧张。

China Railway Group Ltd. said Thursday it had incurred losses of 1.94 billion yuan, or about $284 million, as of Sept. 30, from structured deposits based on foreign currencies, particularly the rapidly falling Australian dollar. Its shares plunged 7.1% to 3.80 Hong Kong dollars (49 U.S. cents).

中国中铁股份有限公司(China Railway Group Ltd.,简称:中国中铁)周四表示,截至9月30日,它已因结构性存款而发生了人民币19.4亿元(约合2.84亿美元)的损失,这都是些外汇存款,特别是汇率迅速下跌的澳元。中国中铁的股价周四大跌7.1%,降至每股3.80港元(合0.49美元)。

China Railway Construction Corp., which like China Railway Group is state-controlled, said it lost 320 million yuan on its mix of foreign-exchange holdings during the third quarter. Shares of the railroad construction company dropped 2.5% to HK$7.90. Officials at the company couldn't be reached.

与中国中铁一样同属国有控股企业的中国铁建股份有限公司(China Railway Construction Corp.,简称:中国铁建)也表示,因手中外汇贬值,它在第三季度蒙受了人民币3.2亿元的损失。中国铁建的股价周四下跌2.5%,降至每股7.90港元。目前无法获得这两家公司管理人士的相关评论。

On Wednesday, China Railway Group and China Railway Construction fell 20.6% and 18.9%, respectively, on fears they might be exposed to currency shifts.

中国中铁和中国铁建的股价周三分别下跌了20.6%和18.9%,投资者担心这两家公司可能会因汇率变动而蒙受损失。

China Railway Group board secretary Yu Tengqun said the railroad operator exited from its structured deposits in August and September. He also said his company's investments didn't resemble those made by Citic Pacific Ltd., the property and infrastructure conglomerate that earlier this week shocked investors with news of the potential for big losses because of leveraged positions on the Australian dollar. Investors sent its shares down 66% over the next two days.

中国中铁的董事会秘书于腾群说,该公司在8、9两月已经对这些结构性存款进行了平仓处理。他还说,中国中铁的这一投资与中信泰富(Citic Pacific Ltd.)的外汇投资并不相同。香港房地产和基础设施业巨头中信泰富本周早些时候发布了令投资者震惊的消息,称它可能因手中的澳元杠杆头寸而蒙受巨额损失。该公司股价因投资者的抛售而在接下来的两天中下跌了66%。


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