Core Viewpoint - The Evergrande Group is intensifying the disposal of its assets, signaling an accelerated clearing of industry risks [2][4]. Asset Disposal - The Palm Island Golf Course and related assets in Huizhou will be auctioned on January 5, 2026, with a starting price of 150 million yuan [3][5]. - The project has an estimated value of 263 million yuan and a liquidation value of 131 million yuan, with additional costs for the winning bidder, including employee salaries and temporary rental fees [9]. - Other assets, such as the Changsha Evergrande Children's World, have also been disposed of, with three entertainment and sports land parcels sold for 283 million yuan, reflecting a nearly 44% discount from the assessed value of 505 million yuan [10]. Financial Debt and Asset Management - Financial debts related to Evergrande are being actively managed, with institutions like Minsheng Bank and Great Wall Asset transferring debts at significant discounts, such as a 23.6 billion yuan debt package sold for 319 million yuan [11][12]. - The overall discount on these assets indicates a broader trend in the real estate industry regarding the pricing of non-performing assets, which is influenced by the recovery of the industry and the quality of the assets [15].
年末恒大又有新动向