旭辉拟于10月31日召开特别股东会，审议就境外重组采取的公司行动

Core Viewpoint - CIFI Holdings Group (0884.HK) announced a detailed overseas debt restructuring plan, which includes issuing Mandatory Convertible Bonds (MCB) to significantly reduce debt and optimize its capital structure [1][2] Debt Restructuring Details - The company will cancel approximately $8.1 billion in overseas debt, consisting of $6.8 billion in unpaid principal and $1.3 billion in accrued unpaid interest, effective on the restructuring date [1] - CIFI will issue approximately $6.7 billion in new instruments and pay about $9.5 million in cash, with around $4.1 billion in MCBs and the remaining $2.6 billion through short, medium, and long-term notes or loans [1] Mandatory Convertible Bonds (MCB) Structure - The initial conversion price for the MCB is set at HKD 1.6 per share, representing a 7-fold premium over the current stock price [2] - The conversion mechanism includes voluntary conversion, phased mandatory conversion over four years, and trigger-based conversion if the stock price exceeds HKD 5.0 for 90 consecutive trading days [2] Shareholder Support and Equity Incentive Plan - The major shareholder, the Lin family, will convert over HKD 500 million in loans into equity, demonstrating strong support for the company [2] - A ten-year equity incentive plan will be introduced to stabilize and motivate the team post-restructuring, linking performance metrics to the plan [2] Strategic Development Model - The restructuring aligns with the company's new development model focusing on "light assets, low debt, and high quality," targeting core business areas such as rental income, self-operated development, and real estate asset management [3] - The company aims to recover within three years, with strong resilience and execution demonstrated by the team during industry downturns [3]