CHINA EVERGRANDE NEW ENERGY VEHICLE GROUP LIMITED 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。 中國恒大新能源汽車集團有限公司 （於香港註冊成立之有限公司） （股份代號：708） 再一步延遲寄發通函 (1)有關關連應收貸款的重大及持續關連交易及 (2)有關綠化工程服務、材料採購及銷售新能源汽車的持續關連交易之更新 承董事會命 茲亦提述本公司日期為2023年7月26日及2024年3月27日的公告，內容有（其中包括）本公司 分別截至2021年12月31日止年度及截至2023年12月31日止年度的全年業績，以及有關綠化 工程服務、材料採購及銷售新能源汽車的持續關連交易（「過往持續關連交易公告」）。 茲提述本公司日期為2025年4月9日、2025年4月3 0日、2025年5月2 3日 及2025年6月3 0日 內 容涉及延遲寄發通函的公告（「延遲公告」）。 除 另 有 說 明 者 外，本 公 告 所 用 詞 ...

Group 1 - The Guangzhou Nansha District Planning and Natural Resources Bureau issued a notice stating that Evergrande Hengchi New Energy Vehicle Technology (Guangdong) Co., Ltd. has approximately 440,000 square meters of industrial land identified as idle since June 9, 2021, due to company reasons [1] - According to the "Idle Land Disposal Measures," if land has not been developed for more than two years, the land use rights can be reclaimed by the government without compensation [3] - The project, known as "Evergrande Auto City," began in 2019 when Evergrande acquired a 51% stake in Swedish electric vehicle company NEVS for $930 million [4] Group 2 - In 2019, Evergrande announced plans to achieve a production capacity of 500,000 to 1,000,000 vehicles within three years, completing the layout of the entire new energy vehicle industry chain [5] - Evergrande acquired a plot of land in Guangzhou Nansha for $847 million in March 2019, with plans to invest a total of 160 billion yuan in the Evergrande Auto City project [6] - In September 2020, Evergrande acquired another plot of approximately 437,000 square meters for 590 million yuan, designated for research and manufacturing of new energy vehicles and core components [7] Group 3 - The project has been stalled due to Evergrande's financial issues, with the 2020NGY-8 plot recognized as idle since June 2021 [8] - This is not the first land parcel reclaimed from Evergrande, as 14 plots in Zhengzhou were also reclaimed in February 2022 due to lack of development within two years [10]

Core Viewpoint - The article discusses the recognition of idle land associated with Evergrande's automotive project in Guangzhou, highlighting the challenges faced by the company in its electric vehicle ambitions and the implications of land being classified as idle due to lack of development. Group 1: Idle Land Recognition - The Guangzhou Planning and Natural Resources Bureau has issued a recognition of idle land for a plot registered under Evergrande Hengchi New Energy Vehicle Technology (Guangdong) Co., Ltd., with an area of 437,441 square meters designated for industrial use [1] - The land has been classified as idle since June 9, 2021, due to reasons attributed to the company [2] - According to regulations, if idle land remains undeveloped for more than two years, the government may reclaim the land use rights without compensation [3] Group 2: Project Background - The project, known as "Evergrande Auto City," began in 2019 as part of Evergrande's strategy to enter the electric vehicle market, with plans to achieve production capacity of 500,000 to 1 million vehicles within three years [4] - Evergrande acquired the land in Nansha for 847 million yuan and announced a total investment of 160 billion yuan for the automotive project, which includes three major bases [4][5] - The specific plot in question was acquired for 590 million yuan and was intended for the research and manufacturing of electric vehicles and core components [4] Group 3: Financial Challenges - The project has faced significant delays and challenges due to Evergrande's financial issues, leading to the classification of the land as idle since June 2021 [6] - Evergrande has previously lost other land parcels due to similar circumstances, with 14 plots in Zhengzhou being reclaimed for not commencing development within two years [7] - The company is currently struggling with liquidity issues and is seeking investments and asset sales to stabilize its financial situation, but discussions with potential investors have not yet materialized [7]

日前，广州市规划和自然资源局南沙区分局发布一则闲置土地认定书（穗规划资源闲认〔2025〕9 号）。 该认定书显示，前期曾向恒大恒驰新能源汽车科技（广东）有限公司核发《闲置土地调查通知书》。 调查宗地已办理《不动产权证书》（粤(2022)广州市不动产权第11021857号），登记权属人恒大 恒驰新能源汽车科技（广东）有限公司，登记面积437441平方米，载证用途为工业用地。 根据《闲置土地处置办法》的规定及《国有土地使用权出让合同》相关约定，上述机构认定本宗地自 2021年6月9日起为闲置用地，闲置原因为企业原因。 上述有关部门将根据《闲置土地处置办法》（国土资源部令53号）依法对该宗地作出处理。根据相 关规定，闲置土地未动工开发满两年的，经批准后可无偿收回国有建设用地使用权。 2025.07. 10 本文字数：1231，阅读时长大约2分钟 作者 | 第 一财经 郑娜 该地块此前的出让条件显示，原规划用于新能源汽车整车及核心零部件研发制造，总投资不低于25 亿元，其中研发费用不低于20亿元，投资强度不低于4500元/平方米，且承诺30个月内建成投产。 至此，南沙恒大汽车城项目总用地面积也达到约170万平方米。 ...

Core Viewpoint - Evergrande Auto is struggling to maintain operations as it faces significant challenges related to idle land and liquidity issues [1][3]. Group 1: Idle Land Issues - The Guangzhou Planning and Natural Resources Bureau has issued a notice recognizing a piece of land, previously allocated to Evergrande Auto, as idle since June 9, 2021, due to company-related reasons [1]. - The recognized idle land covers an area of 437,441 square meters and was originally intended for industrial use [1]. - According to regulations, if the land remains undeveloped for more than two years, it may be reclaimed without compensation [1]. Group 2: Historical Context and Investments - Evergrande began its foray into the new energy vehicle sector in 2018, making investments in various companies, including NEVS and e-Traction [2]. - The company announced plans to achieve a production capacity of 500,000 to 1,000,000 vehicles within three years, starting with the construction of the Evergrande Auto City project in 2019, which had a total investment of 160 billion yuan [2]. - The project included acquiring land in Nansha District for 8.47 billion yuan and later another plot for 5.9 billion yuan, totaling approximately 170,000 square meters for vehicle manufacturing and R&D [2]. Group 3: Financial Struggles and Attempts to Attract Investment - Evergrande Auto has faced multiple land recoveries due to financial difficulties, with previous land acquisitions in cities like Zhengzhou also being reclaimed for lack of development [3]. - The company attempted to attract investment from Middle Eastern investors, who planned to invest approximately 3.89 billion HKD for a significant stake in Evergrande Auto, but this plan ultimately fell through [3]. - As of June 30, the company continues to face liquidity issues and is seeking to sell assets to improve its financial situation, while the timeline for its 2024 financial results remains uncertain due to insufficient funds [3].

Group 1 - Guangzhou's Planning and Natural Resources Bureau has issued a "Idle Land Identification Certificate" recognizing a plot of land owned by Evergrande Hengchi New Energy Vehicle Technology (Guangdong) Co., Ltd. as idle since June 9, 2021, due to company reasons [3] - The identified land has an area of 437,441 square meters and is designated for industrial use, with the company having obtained the land use rights through a contract [3][4] - According to the "Idle Land Disposal Measures," if the land remains undeveloped for more than two years, the government may reclaim the land use rights without compensation [3] Group 2 - Evergrande Hengchi New Energy Vehicle Technology was established in 2020 and is a member of the Evergrande New Energy Vehicle Investment Holding Group, with a registered capital of 300 million RMB [4] - In 2019, Evergrande announced plans to achieve a production capacity of 500,000 to 1 million vehicles within three years, acquiring a large industrial land plot in Nansha for 847 million RMB [4] - In September 2020, Evergrande invested 590 million RMB to acquire another industrial land plot of 437,000 square meters, which is now at risk of being reclaimed by the government [6]

Core Viewpoint - The Guangzhou Nansha District Planning and Natural Resources Bureau has identified approximately 440,000 square meters of industrial land owned by Evergrande Hengchi New Energy Vehicle Technology (Guangdong) Co., Ltd. as idle since June 9, 2021, due to company reasons, and it may be subject to government reclamation under the Idle Land Disposal Measures [1][2]. Group 1 - The identified idle land has been officially recognized as such, which may lead to its reclamation by the government without compensation [1][2]. - The idle land was acquired by Evergrande in 2019 as part of its strategy to develop a full industrial chain for new energy vehicles, with plans to achieve production capacity of 500,000 to 1,000,000 vehicles within three years [4]. - Evergrande had previously invested significantly in the electric vehicle sector, including a $930 million acquisition of a 51% stake in Swedish electric vehicle company NEVS in January 2019 [4]. Group 2 - The land in question was part of a larger strategy that included the acquisition of additional industrial land in Nansha, with Evergrande purchasing 858,000 square meters in total in 2019 and 437,000 square meters in 2020 [4]. - The government’s action to reclaim the land indicates potential challenges for Evergrande in executing its ambitious plans for electric vehicle production [2][4].

6月下旬，广州市中级人民法院发布公告，裁定批准《恒大新能源汽车(广东)有限公司重整计划》并终止该公司重整程序。 证券时报.e公司记者注意到，A股公司金桥信息（603918）7月7日晚间发布的一则公告，透露了恒大新能源汽车债务偿还方案的更多细节。其中，普通债 权中超过60万元的部分，偿还比例为0.7%。 债务偿还方案出炉 据金桥信息披露，恒大新能源汽车重整计划草案涉及公司的债务清偿中，建设工程价款债权在建设工程评估价值范围内享有优先受偿权，优先受偿部分由 恒大新能源汽车自重整计划被裁定批准之日起3个月内以现金方式一次性全额清偿。建设工程价款债权超出建设工程评估价值未获优先受偿的部分按照普 通债权的清偿方案获得清偿。 同时，有财产担保债权在担保财产的评估价值范围内享有优先受偿权，优先受偿部分由恒大新能源汽车自重整计划被裁定批准之日起3个月内以现金方式 一次性全额清偿。有财产担保债权超出担保财产评估价值未获优先受偿的部分按照普通债权的清偿方案获得清偿。 此外，职工债权、税款债权不作调整，由恒大新能源汽车自重整计划被裁定批准之日起3个月内以现金方式一次性全额清偿。 普通债权方面。每家普通债权人60万元(含本数)及以下 ...

Core Viewpoint - Evergrande Auto is facing significant liquidity issues, which hinder its ability to determine the publication date for its 2024 performance report [1] Group 1: Financial Challenges - The company continues to experience liquidity problems despite efforts to seek investments and sell assets to improve its financial position [1] - Discussions with potential strategic investors and buyers have not yielded results [1] - Certain subsidiaries of the company have received notifications regarding bankruptcy liquidation and asset auctions to settle judgment debts [1] Group 2: Operational Constraints - Limited resources are prioritized for maintaining operational activities, leaving the company without sufficient funds to cover the costs of audit and other professional services for the fiscal year ending December 31, 2024 [1] - As a result, the company is unable to reasonably determine the publication date for its 2024 performance [1]

恒大汽车港交所公告，兹亦提述本公司日期为2023年7月26日及2024年3月27日的公告，内容有本公司分 别截至2021年12月31日止年度及截至2023年12月31日止年度的全年业绩，以及有关绿化工程服务、材料 采购及销售新能源汽车的持续关连交易。由于本公司需要更多时间编制及落实载入通函的资料，故预期 寄发通函日期将从2025年6月30日(星期一)进一步延迟至2025年7月30日(星期三)或之前。 ...