强化房地产业务战略布局 南京公用子公司斥资13.23亿元成功拿地

Core Viewpoint - Nanjing Public Utilities has successfully acquired land use rights for the NO.2025G72 plot in Nanjing's Jianye District through its wholly-owned subsidiary, Nanjing Zhongbei Shengye Real Estate Development Co., Ltd, while it did not secure the NO.2025G71 plot [1][2] Group 1: Land Acquisition - Nanjing Zhongbei Shengye participated in the bidding for two plots on September 30 and October 11, 2025, and successfully won the NO.2025G72 plot for 1.323 billion yuan [1] - The company did not win the bidding for the NO.2025G71 plot, despite being authorized to bid within a specified amount [1][2] Group 2: Business Strategy - In 2025, Nanjing Public Utilities aims to enhance market sensitivity and increase quality land reserves, focusing on the demand for "good housing" and improving product competitiveness [2] - The real estate development business reported revenue of 807 million yuan in the first half of 2025, marking a year-on-year increase of 237.23% [2] Group 3: Market Analysis - The national land auction market is characterized by overall contraction, structural differentiation, and rising premiums for quality plots [2] - The NO.2025G72 plot is located in a well-developed area with mature educational, medical, and commercial facilities, making it suitable for high-end residential products [2] Group 4: Future Development Plans - Nanjing Zhongbei Shengye plans to collaborate with brand developers for the development of the NO.2025G72 plot, although specific partnerships have not yet been confirmed [3] - The company emphasizes the importance of accurately assessing land value and managing funds to ensure the stability of the funding chain for future developments [3]