两年半只收回 34 亿：恒大清盘人第二份报告披露艺术品亏本出售、向前 CEO 追讨
据《每日经济新闻》 10 月 23 日报道，10 月 22 日，中国恒大集团（清盘中）清盘人发布了第二份进展报告，披露 2025 年 8 月 1 日至 2026 年 9 月 30 日期间清盘工作的重大进展。
报告显示，截至 2026 年 9 月 30 日，恒大清盘人已从集团资产中累计回收约 34 亿港元（约 4.359 亿美元）；已收到 200 份债权证明，主张的债权总额约 3600 亿港元（约 460 亿美元）。清盘人表示，目标是在2027 年上半年宣派首次中期债款摊还，但具体比率未定。
在资产变现清单中，恒大曾经的艺术品收藏格外引人注目。清盘人在恒大位于香港的原总部一间储物室里发现了上百件艺术品——包括毕加索、莫奈、安迪·沃霍尔等名家的作品。恒大一家附属公司从 2016 年 3月起的约 18 个月内陆续买入这批艺术品，总成本约 13 亿港元。目前，清盘人接管的 107 件艺术品已通过苏富比售出 96 件，净收回 2.25 亿港元，整体亏本出售。
比名画更难出手的是一架停在广州的私人飞机空客 A319：该机自 2023 年起已不具备适航条件，且拖欠超过 5000 万港元的管理费及相关费用。清盘人已找到一位意向买家，预计今年四季度完成交易，净收回约1200 万美元。
报告还披露，恒大账面有一笔约 1.11 亿港元（约 1430 万美元）的预付款：2020 年 2 月，恒大、广州呼吸健康研究院与美国一所大学签署意向书，计划组建联合科研工作组；截至 2021 年 7 月，其中约 1110 万美元已动用、320 万美元未使用。清盘人经分析并取得法律意见后认为，恒大有权要求退回其中 200 万美元预付款，已向该校发函催款，双方正在协商和解。《每日经济新闻》注：从过往公开信息来看，该校应为哈佛大学。
报告称，恒大集团前 CEO 夏海钧已于 2022 年迁往美国，其最初完全拒绝披露资产，后在初步资产披露时又隐瞒其在美国的居所及资产。
此外，恒大在内地逾 3000 家境内实体中，已有超过 650 家进入破产程序；清盘人已向凯隆置业（恒大地产股东）的破产管理人提出约 14 亿港元的索赔。从债权结构看，票据及债券约占 40%，内地金融机构债权约占 24%，集团内公司间余额约占 22%。
（GSM 据《每日经济新闻》与路透社）
来源：GSM·美国
Evergrande Liquidators' Second Report: Only HK$3.4 Billion Recovered in Two and a Half Years
China Evergrande Group's (in liquidation) liquidators published their second progress report on October 22, covering major developments from August 1, 2025 to September 30, 2026, the National Business Daily reported on October 23.
As of September 30, 2026, the liquidators had recovered a cumulative total of about HK$3.4 billion (approximately US$435.9 million) from group assets, and had received 200 proofs of debt claiming a total of about HK$360 billion (approximately US$46 billion). The liquidators said they aim to declare a first interim distribution in the first half of 2027, though the rate is undecided.
The asset disposal list features a striking art collection: more than a hundred artworks — including pieces by Picasso, Monet and Andy Warhol — were found piled in a storeroom at Evergrande's former Hong Kong headquarters. An Evergrande subsidiary bought the collection over about 18 months starting March 2016 at a total cost of about HK$1.3 billion. Of the 107 pieces taken over by the
liquidators, 96 have been sold through Sotheby's for a net recovery of HK$225 million — sold at a loss overall.
Harder to sell than the paintings is an Airbus A319 private jet parked in Guangzhou: no longer airworthy since 2023 and owing more than HK$50 million in management and related fees. The liquidators have found a prospective buyer and expect to complete the sale in the fourth quarter, with a net recovery of about US$12 million.
The report also discloses a prepayment of about HK$111 million (US$14.3 million): in February 2020, Evergrande, the Guangzhou Institute of Respiratory Health and a U.S. university signed a letter of intent to form a joint research working group. By July 2021, about US$11.1 million had been used and US$3.2 million remained unused. After analysis and legal advice, the liquidators believe Evergrande is entitled to reclaim US$2 million of the prepayment, have written to the university demanding it, and the two sides are negotiating a settlement. The National Business Daily noted the university appears, based on public information, to be Harvard University.
The report says Xia Haijun, Evergrande's former CEO, moved to the United States in 2022, initially refused entirely to disclose his assets, and later concealed his U.S. residence and assets in his preliminary disclosure.
In addition, more than 650 of Evergrande's over 3,000 onshore entities in mainland China have entered bankruptcy proceedings, and the liquidators have lodged a claim of about HK$1.4 billion with the bankruptcy administrator of Guangzhou Kailong Real Estate (an Evergrande Real Estate shareholder). By creditor structure, notes and bonds account for about 40 percent, mainland financial institutions about 24 percent, and intra-group balances about 22 percent.
(GSM, based on the National Business Daily and Reuters)
Source: GSM · America
来源：GSM·美国（原文链接）
图片来源：恒大中心大楼（资料图）。照片：CRCHF，CC BY-SA 3.0，经 Wikimedia Commons。 / The Evergrande Center tower (file photo). Photo: CRCHF, CC BY-SA 3.0, via Wikimedia Commons.
