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专题:中国宏观经济论坛(CMF)2025

  中国人民大学中国宏观经济论坛(CMF)季度论坛(2025年第一季度)于4月26日举行,中国人民大学经济学院教授、中国宏观经济论坛(CMF)主要成员于泽指出,十五五时期,我国银发经济将真正开启商业化时代。

  于泽表示,在十五五期间,我国“六零后”人群会全面进入到退休年龄。“一种观点认为这代表着中国会快速进入深度老龄化。但实际上我们更要看到的是‘六零后’是一个非常独特的群体,和我们传统的‘四零和五零后’是完全不一样”。

  于泽解释,“六零后”是完整拿到改革开放红利的一代人,“六零年,他们出生,从七八年改革开放工作的时候,正好18岁进入劳动力市场,第二,我们的社保是在九八年之后全面铺开建设的,这又完整的对应着我们六零后群体,所以这意味着六零后群体的社保覆盖率和社保量是非常大的,这两个合起来其实简单就是一句话,六零后,他们在退休之后是有钱又有时间的,第三,60多岁退休时他们的身体还非常好”。

  “又有钱又有时间身体又好,其实这就是大家现在经常开玩笑讲的‘朝气蓬勃的老年人’”,于泽说,这样的群体就意味着我国银发经济将真正开启商业化时代。

  “原来大家经常讲银发经济,但银发经济并不是年龄大了就会有银发经济,而一定要有真实的购买力,而六零后群体退休之后,对于银发经济的全面开放将会奠定一个基础”。

热点栏目自选股数据中心行情中心资金流向模拟交易客户端

  每经记者范芊芊    每经编辑马子卿    

  在经历了5个交易日的停牌后,“火腿第一股”的新实控人浮出水面。

  4月25日深夜,金字火腿(SZ002515,股价5.36元,市值64.89亿元)发布公告称,当日,公司实际控制人任贵龙与郑庆昇签署了股权转让协议和表决权委托协议。任贵龙拟以8.7亿元的价格转让其所持有的部分股权,再将剩余股权表决权委托给郑庆昇。由此,上述交易完成后,郑庆昇将成为金字火腿的控股股东及实际控制人。

  “牛散”任贵龙在接盘金字火腿不到四年后选择退场,新实控人郑庆昇则或将拥有旗下首家上市公司。按照金字火腿的披露,郑庆昇是福建莆田仙游的企业家,1956年出生,旗下产业涉足房地产、汽车销售等。

  根据公告,这笔控制权转让交易要分两步走。

  首先,任贵龙拟将其持有的金字火腿1.45亿股(占公司总股本的11.98%)股权转让给郑庆昇,股权转让价格为每股6元,总价格为8.7亿元。这一价格较金字火腿停牌前的股价5.36元要溢价近12%。

  其次,任贵龙拟将其持有的剩余8297.47万股(占公司总股本的6.85%)表决权全部委托给郑庆昇,委托期限自表决权委托协议签署日起至自转让标的股份过户日起18个月,在表决权委托期间,郑庆昇与任贵龙构成一致行动关系。

  由此,郑庆昇将拥有公司11.98%的股份及合计18.83%的表决权,从而在权益变动完成后将成为金字火腿的控股股东和实际控制人。

  根据公告披露,近9亿元的股份转让款将按照四期支付。其中第一期诚意金7200万元需要在股权转让协议签署之日起2个工作日内支付给任贵龙。

  关于董事会、监事会的改选方面,协议规定,标的股份登记过户后将尽快启动,郑庆昇有权提名或推荐4名非独立董事和3名独立董事,并由郑庆昇提名或推荐的非独立董事担任董事长。

  公告显示,此次任贵龙拟转让的上市公司11.98%股份均为无限售条件流通股,且不存在质押、冻结等权利限制的情况。就在上述公告披露前一日,金字火腿披露,任贵龙所持有的上市公司3.3%股份在4月23日解除质押,截至24日,任贵龙仍有6800万股股份(占上市公司总股本的5.62%)被质押。

  让市场和投资者更好奇的是这位新实控人郑庆昇的身份,以及他能否带领金字火腿走出业绩承压的阶段。根据公告披露的身份证号,郑庆昇出生于1956年,如今已有69岁,住所/通讯地址为福建省仙游县鲤城街道,是一名莆田的企业家。

  根据仙游广播电视台的官方微信公众号,郑庆昇担任负责人的福建挺虎置业集团有限公司(以下简称“福建挺虎”)位列2018年仙游县500万元以上纳税大户企业名单,纳税额为1602万元。

  从其控制的企业来看,郑庆昇旗下产业涉足房地产、汽车、教育领域。他控制的企业包括福建挺虎、福建亿昇房地产有限公司、宁波挺虎汽车服务有限公司、上海阿斯顿马丁汽车销售有限公司、宁波挺虎汽车销售有限公司、仙游金石中学等。

  根据建发国际集团此前的公告,2012年福建挺虎曾以3.98亿元投得莆田市仙游县一块土地的使用权。随后,建发国际集团间接全资附属公司还和福建挺虎成立合营公司共同开发该土地。

  而上海阿斯顿马丁汽车销售有限公司为阿斯顿·马丁的品牌授权经销商。公开资料显示,阿斯顿·马丁创建于1913年,总部位于英国,是著名的超豪华汽车品牌,产品销往全球55个国家和地区。

  无论是房地产、汽车还是教育,从目前的信息来看郑庆昇此前涉足的业务领域与金字火腿所处的食品行业跨度较大,双方将碰撞出怎样的火花,还需要进一步观察。

  封面图片来源:每经记者张韵摄

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