wind数据显示，恒大汽车5分钟涨幅近200%，成交额超过3300万港元。 数据显示，港股新能源汽车指数大涨近9%。其他港股汽车股也普遍走高，截至26日下午14 时19分，正道集团涨超6%，零跑汽车涨逾5%，理想汽车、比亚迪股份、吉利汽车等纷纷走 高。 | 领涨板块 领跌板块 | | | --- | --- | | 新能源汽车[HK] | +8.78% | | 16 | 1 14 ਰੋ 2 | | 恒大汽车 | +160.50% 0.310 | | 东风集团股份 | +5.74% 4.420 | 恒大汽车3月20日晚间公告，延迟刊发2024年度业绩，将向港交所申请4月1日起停牌。 突发！恒大汽车，5分钟暴涨200%！ 2月25日，恒大汽车在港交所公告，其间接全资附属公司National Electric Vehicle Sweden AB （以下简称"NEVS"）于2024年11月25日签署并完成了股份协议和本票出售协议，出售20% 目标公司股份，交易总对价为6000万瑞典克朗（约4378万港元）。 此外，NEVS还同意出售本金总额为6000万瑞典克朗（约4378万港元）的本票，交易总对价 为3000万瑞典克 ...

Core Viewpoint - Evergrande Auto's stock surged over 200% in Hong Kong, with a trading volume exceeding 25 million HKD, indicating a significant market reaction to recent developments [1][2]. Company Summary - Evergrande Auto announced a delay in publishing its 2024 annual results and plans to apply for a trading suspension starting April 1 [5]. - The company has been unable to find strategic investors or buyers to alleviate its liquidity issues, despite ongoing efforts [7]. - As of February 3, the company reported challenges in the current operating environment for the new energy vehicle market, which has hindered its search for strategic partners [5][6]. - The company has implemented cost-cutting measures, including layoffs, to manage its low cash levels, which are currently being used to maintain basic operations [5][6]. Industry Summary - The automotive sector is experiencing positive momentum, with several companies, including Leading Auto, Li Auto, Geely, and BYD, seeing stock increases of over 2% [4]. - Recent government policies aimed at promoting automotive consumption are being rolled out, with over 1.5 million applications for vehicle trade-ins reported as of March 24 [8]. - The Ministry of Commerce is guiding local departments to initiate automotive circulation consumption reform pilot programs, which may further stimulate the market [8].

此外，NEVS还同意出售本金总额为6000万瑞典克朗（约4378万港元）的本票，交易总对价为30百万瑞 典克朗（约2189万港元）。 2月25日，恒大汽车在港交所公告，其间接全资附属公司 National Electric Vehicle Sweden AB（以下简 称"NEVS"）于2024年11月25日签署并完成了股份协议和本票出售协议，出售20%目标公司股份，交易 总对价为6000万瑞典克朗（约4378万港元）。 恒大汽车出售海外附属公司20%股权以改善流动性。 同日，恒大汽车披露独立非执行董事辞任补充公告：王克楠对NEVS出售资产一事与管理层存在分歧， 原因是其认为该附属公司按当时NEVS管理层的建议出售其在目标公司的20%权益，并以50%的折让出 售发行予NEVS的本票（相当于2023年出售有关目标公司80%权益的剩余25%对价），乃并不合宜。 而恒大方面，2月19日，中国恒大在港交所发布公告称，2025年2月17日香港高等法院向公司间接附属公 司天基控股发出清盘令。天基控股为景程有限公司所发行若干境外优先票据（"景程票据"）的担保方。 从目前情况来看，尽管清盘人不断推进资产保护与债务返还工作，恒大 ...

中 國 恒 大 新 能 源 汽 車 集 團 有 限 公 司 香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性或完整性亦不 發表任何聲明，並明確表示概不就因本公告全部或任何部分內容而產生或因倚賴該等內容而引致之任何損失 承擔任何責任。 CHINA EVERGRANDE NEW ENERGY VEHICLE GROUP LIMITED （ 於香港註冊成立之有限公司） （股份代號：708） 有關截至2023年12月31日止年度年報的 補充公告 茲 提述 中 國 恒大 新 能 源汽 車 集 團有 限 公司（「本 公 司， 連 同 其附 屬 公 司統 稱 為「 本集 團」）截 至2023年12月31日止年度的年報（「2023年年報」）。除本公告另有界定者外，本公告所用詞 彙與2023年年報所界定者具相同涵義。 減值 誠如2023年年報所披露，本公司分別就物業、廠房及設備、無形資產、使用權資產及其他 應 收 款 錄 得 減 值 虧 損 人 民 幣 1,443 百 萬 元 、 人 民 幣 3,349 百 萬 元 、 人 民 幣 19 百 萬 元 及 人 民 幣 926百萬元。 導致於截至2 ...

恒大汽车所持3000万美元股权被冻结 财联社11月13日电，天眼查法律诉讼信息显示，近日，恒大新能 源汽车投资控股集团有限公司新增一条股权冻结信息，股权被执行的企业为恒大新能源汽车（江苏）有 限公司，冻结股权数额3000万美元，冻结期限自2024年11月11日至2027年11月10日，执行法院为苏州工 业园区人民法院。 ...

证券时报网讯，恒生指数开盘基本持平报20592.74点，恒生科技指数涨0.57%，恒生中国企业指数涨 0.09%。 旭辉控股集团涨近6%，77.88%债权人签订或加入境外债务重组支持协议。 新明中国复牌涨近267%。 恒大汽车跌超22%，潜在股份转让交易停止。 力高集团复牌跌近58%。 校对：王朝全 ...

热点聚焦 1、李强上周五主持召开国务院常务会议，交流经济形势和一揽子增量政策落实调研情况。会议强调， 要紧紧围绕努力实现全年经济社会发展目标，持续抓好一揽子增量政策的落地落实。 2、十四届全国人大常委会第三十二次委员长会议25日上午在北京人民大会堂举行。赵乐际委员长主持 会议。会议决定，十四届全国人大常委会第十二次会议11月4日至8日在北京举行。 3、国家统计局发布数据，1—9月份，全国规模以上工业企业实现利润总额52281.6亿元，同比下降 3.5%。1—9月份，规模以上工业企业中，国有控股企业实现利润总额17235.9亿元，同比下降6.5%；股 份制企业实现利润总额38872.3亿元，下降4.9%；外商及港澳台投资企业实现利润总额13036.4亿元，增 长1.5%；私营企业实现利润总额14227.2亿元，下降0.6%。 4、香港特区财政司司长陈茂波发表司长随笔称，将带领由金融及创科界代表组成的商务代表团，前往 沙特阿拉伯利雅得进行三天访问。此行的重点活动之一，是见证首两只在沙特阿拉伯交易所上市、追踪 港股的交易所买卖基金(ETF)，这意味着沙特的投资者将可在其熟悉的交易和监管环境下，轻松地透过 买卖当地挂 ...

恒大汽车：潜在卖方决定停止与潜在买方就可能的股权转让进行讨论 申请由10月28日起复牌 财联社10 月25日电，恒大汽车港交所公告，公司董事会宣布，于2024年10月25日，接获潜在卖方的通知，彼等已 决定停止与潜在买方有关潜在股份转让的所有讨论，并已决定不继续进行潜在股份转让。 概未就潜在股份转让订立任何买卖协议。 因此，预期将不会与潜在买方（ 或其指定的另一方 ）签订融资协议，或以其他方式向本公司提供任何 融资。 公司已向联交所申请由2024年10月28日上午9时正起恢复买卖股份。 ...

Financial Performance - The group's revenue for the reporting period was RMB 38.38 million, a decrease of RMB 116.16 million compared to RMB 154.54 million for the six months ended June 30, 2023, mainly due to a decline in sales of Hengchi 5[22]. - The group's gross profit for the reporting period was RMB 2.43 million, compared to a gross loss of RMB 60.88 million for the six months ended June 30, 2023[22]. - The group reported a loss of RMB 20,256.65 million for the reporting period, an increase of RMB 13,383.6 million from a loss of RMB 6,873.05 million for the six months ended June 30, 2023[27]. - The company reported a net loss of approximately RMB 20,257 million for the six months ended June 30, 2024[74]. - The net loss attributable to the owners of the company from continuing operations was RMB 20,254,991 thousand, compared to RMB 5,804,029 thousand in the prior year, representing an increase of 249.0%[65]. - Total comprehensive loss for the period was RMB 20,319,032 thousand, compared to RMB 7,420,203 thousand in the same period last year, reflecting a 174.6% increase[65]. - The company reported a basic and diluted loss per share of RMB 186.789 for the period, compared to RMB 63.308 in the previous year[65]. - The company reported a total impairment loss of RMB 632,913 thousand for the six months ended June 30, 2024, reflecting a significant increase compared to the previous year[99]. Financial Position - As of June 30, 2024, the total liabilities of the group amounted to RMB 74,350.14 million, with borrowings at RMB 26,590.10 million, an increase of RMB 106.02 million from December 31, 2023[19]. - The group's debt-to-asset ratio was 164.47% as of June 30, 2024, compared to 76.94% as of December 31, 2023[29]. - As of June 30, 2024, the group's cash and cash equivalents totaled RMB 54.96 million, a decrease of RMB 91.76 million from RMB 146.72 million as of December 31, 2023[28]. - The company's current liabilities net amount to approximately RMB 58,844 million[61]. - The company's cash and cash equivalents were only RMB 39 million as of June 30, 2024[61]. - The total assets as of June 30, 2024, were RMB 16,368,895 thousand, a significant decrease from RMB 34,850,768 thousand as of December 31, 2023[66]. - The total reserves as of June 30, 2024, stood at RMB 45,040,028,000, compared to RMB 45,072,080,000 as of January 1, 2024, showing a slight decrease of about 0.1%[127]. Operational Challenges - The group faced operational challenges due to external and internal factors, leading to a temporary halt in R&D and production activities[12]. - The group has implemented measures to reduce operational costs, including arranging for some staff to take leave[15]. - The group is actively working to expand sales channels and explore overseas markets to improve sales capabilities and user experience[16]. - The group plans to introduce strategic investors to secure funding for future development and to continue advancing new platforms and vehicle models[16]. - The company has taken multiple plans and measures to improve its liquidity and financial condition, including debt resolution solutions[61]. - There is significant uncertainty regarding the group's ability to continue as a going concern, dependent on successful execution of restructuring and financing plans[75]. Legal and Regulatory Issues - As of June 30, 2024, the group had 70 pending litigation cases with a total claim amount of approximately RMB 13,989 million[31]. - The company received an administrative decision from local authorities, requiring the return of approximately RMB 1.9 billion in rewards and subsidies due to breach of contract related to investment agreements[36]. - The administrative review confirmed that the subsidiaries failed to fulfill contractual obligations, leading to significant risks including forced land recovery and asset liquidation[37]. - Tianjin Evergrande received a notice to rectify three issues regarding production qualifications for new energy vehicles, which could halt production and sales during the rectification period[38]. Shareholder and Equity Information - The major shareholder, CEG, holds 6,347,948,000 shares, representing 58.54% of the company's equity[56]. - The company does not recommend the payment of an interim dividend for the six months ending June 30, 2024[43]. - The total issued share capital as of June 30, 2024, was RMB 250,936,000, with a share premium of RMB 27,873,165, resulting in a total of RMB 28,124,101[120]. - The company has granted 186,595,000 share options that are anti-dilutive for the calculation of diluted loss per share as of June 30, 2024[96]. Research and Development - The group applied for 3,512 patents in relevant research fields, with 2,718 patents granted as of June 30, 2024[12]. - The group aims to enhance manufacturing standards at the Tianjin manufacturing base to ensure high-quality production and delivery[16]. - Research and development expenses also saw a significant decline, totaling RMB 17,411,000 for the six months ended June 30, 2024, down from RMB 41,935,000 in the prior year, a decrease of about 58.6%[126]. Market and Sales Performance - The group delivered over 1,429 electric vehicles as of June 30, 2024, with a cumulative production of 1,700 units of the Hengchi 5 model[15]. - The Chinese new energy vehicle market saw production and sales of 4.929 million and 4.944 million units respectively in the first half of 2024, representing year-on-year growth of 30.1% and 32%[13]. - For the six months ended June 30, 2024, the revenue from electric vehicles was RMB 10.44 million for technical services, down from RMB 27.98 million in the same period of 2023, and RMB 5.54 million from vehicle and parts sales, down from RMB 113.37 million[86]. - The property development segment generated RMB 16.10 million in revenue, significantly down from RMB 154.54 million in the previous year[86]. Financial Risk Management - The financial risk management focuses on minimizing potential adverse impacts from market risks, credit risks, and liquidity risks[78]. - The group faces foreign exchange risk due to operations primarily in China and Hong Kong, with no foreign currency hedging policy in place[79]. - The group has not made any significant changes to its risk management policies since the year ended December 31, 2023[78].

Financial Performance - For the six months ended June 30, 2024, the group reported revenue of RMB 38 million, with a gross profit of RMB 2 million; however, the net loss totaled RMB 20,257 million, representing a year-on-year increase in loss of 194.73%[1] - The group's operating loss for the period was RMB 19,310 million, compared to an operating loss of RMB 4,813 million in the same period of the previous year[2] - The total comprehensive loss for the period was RMB 20,319 million, significantly higher than the RMB 7,420 million reported for the same period in 2023[4] - The company recorded a financial asset impairment loss of RMB 16,909 million, compared to RMB 4,267 million in the previous year[2] - The company reported a basic and diluted loss per share of RMB 186.789 for the period, compared to RMB 63.308 in the previous year[4] - The company reported a net loss attributable to shareholders of approximately RMB 20,254,991 thousand for the six months ended June 30, 2024, compared to a loss of RMB 5,804,029 thousand for the same period in 2023[21] - The basic loss per share from continuing operations was RMB (186.789) for the six months ended June 30, 2024, compared to RMB (53.524) for the same period in 2023[21] - The net loss for the reporting period was RMB 20,256.65 million, an increase of RMB 13,383.6 million compared to a loss of RMB 6,873.05 million for the same period last year[39] Assets and Liabilities - As of June 30, 2024, the total assets of China Evergrande New Energy Vehicle Group Limited amounted to RMB 16,369 million, while total liabilities were RMB 74,350 million, including borrowings of RMB 26,590 million and trade and other payables of RMB 46,695 million[1] - Total liabilities increased from RMB 72,543 million at the end of 2023 to RMB 74,350 million as of June 30, 2024[7] - The company has a net current liability of approximately RMB 58,844,000 thousand as of June 30, 2024, indicating significant financial uncertainty[26] - The group’s total borrowings as of June 30, 2024, included approximately RMB 13,991 million in current borrowings and RMB 12,599 million in non-current borrowings[10] - The total borrowings and lease liabilities amounted to RMB 26,921.86 million, an increase from RMB 26,815.25 million as of December 31, 2023[48] - The debt-to-asset ratio as of June 30, 2024, was 164.47%, significantly up from 76.94% as of December 31, 2023[48] - The company’s cash and cash equivalents decreased from RMB 128,824 thousand to RMB 39,336 thousand during the reporting period[5] - As of June 30, 2024, the group's cash and cash equivalents were only RMB 39 million, indicating a significant liquidity issue[10] - The trade receivables as of June 30, 2024, amounted to RMB 69,554 thousand, a decrease from RMB 81,916 thousand as of December 31, 2023[24] - The trade payables as of June 30, 2024, were RMB 9,542,007 thousand, slightly down from RMB 9,646,566 thousand as of December 31, 2023[25] - The company has outstanding overdue debts totaling approximately RMB 10,269 million, an increase from RMB 9,447 million as of December 31, 2023[50] Revenue Breakdown - Revenue from the new energy vehicle segment was RMB 10,435 thousand for the six months ended June 30, 2024, a decrease of 62.7% compared to RMB 27,978 thousand for the same period in 2023[14] - Revenue from property development was RMB 16,095 thousand for the six months ended June 30, 2024, down from RMB 154,539 thousand in the same period of 2023[14] - The group's revenue for the reporting period was RMB 38.38 million, a decrease of 75.17% compared to RMB 154.54 million for the six months ended June 30, 2023, primarily due to reduced sales of Hengchi 5[31] - The group’s revenue from automotive and automotive parts sales was RMB 5,540 thousand for the six months ended June 30, 2024, a significant decline from RMB 113,370 thousand in the same period of 2023[14] - The group’s revenue from lithium battery sales was RMB 1,776 thousand in the previous period, indicating a lack of current sales in this category for the reporting period[14] Operational Measures and Future Plans - The group is actively negotiating with banks and financial institutions to extend existing borrowings and bonds maturing within 12 months post June 30, 2024, as part of its financing extension plan[11] - The group plans to implement operational restructuring measures, including optimizing production and human resources, controlling capital expenditures, and attracting strategic investors[11] - The group has taken steps to alleviate cash flow pressure and improve its financial situation, but there remains significant uncertainty regarding its ability to continue as a going concern[11] - The group plans to introduce strategic investors to secure funding for survival and future development, focusing on new platform and vehicle model research and development[46] - The group aims to enhance manufacturing standards at the Tianjin manufacturing base to ensure high-quality production and delivery[47] Legal and Compliance Issues - The group is facing potential significant impacts on its financial condition due to administrative decisions regarding non-compliance with investment agreements, which may lead to forced land recovery and asset liquidation[53] - The subsidiary received a notice requiring it to rectify issues related to production qualifications, which could significantly affect the group's operational status if enforced[54] - The two subsidiaries of the company have entered bankruptcy reorganization procedures as of August 2, 2024[57] - The group had 70 pending litigation cases with a total claim amount of approximately RMB 13,989 million as of June 30, 2024, compared to RMB 13,608 million as of December 31, 2023[49] Corporate Governance - The company has complied with all corporate governance codes during the reporting period[60] - Following the resignation of an independent non-executive director, the number of independent directors fell below the required minimum, but compliance was restored with new appointments on August 5, 2024[60] - The company has adopted standard codes for securities trading by its directors, confirming compliance during the reporting period[61] - The interim financial information for the six months ending June 30, 2024, has been reviewed by the audit committee[59] - Shareholders and potential investors are advised to exercise caution and not overly rely on the forward-looking statements made in the announcement[62] Taxation - The estimated corporate income tax rate for China is 25%, with certain subsidiaries benefiting from reduced rates of 20% and 15% due to specific qualifications[18] - There was no land appreciation tax accrued for the six months ended June 30, 2024, consistent with the previous period[19] - The company recorded a deferred income tax expense of RMB (78) thousand for the six months ended June 30, 2024, compared to RMB (8,956) thousand for the same period in 2023[4] Employee and Stock Options - The total employee cost for the reporting period was approximately RMB 118.22 million, a decrease from RMB 313.85 million for the same period in 2023[51] - The stock option plan has granted a total of 752,200,000 options, with 186,595,000 options unexercised as of June 30, 2024[51]