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恒大汽车近44万平方米土地被收回!
证券时报·2025-07-10 08:13

Core Viewpoint - Guangzhou's planning and natural resources bureau has identified a piece of land, approximately 437,441 square meters, as idle since June 9, 2021, due to reasons attributed to Evergrande's operations [1][2]. Group 1: Company Overview - Evergrande Hengchi New Energy Vehicle Technology (Guangdong) Co., Ltd. was established in 2020 and is a member of the Evergrande New Energy Vehicle Investment Holding Group [2]. - The company has previously acquired multiple plots of land in Nansha for the development of new energy vehicles, but the projects have stalled since 2021 due to financial issues [2]. Group 2: Land and Regulatory Actions - The identified idle land is part of the 2020NGY-8 plot, which was intended for the research and manufacturing of new energy vehicles and core components [2]. - According to the Idle Land Disposal Measures, if the idleness is due to the company's own reasons, the company must either pay a fee of 20% of the land transfer or allocation price or the government may reclaim the land without compensation [2]. Group 3: Market Implications - Analysts suggest that the reclamation of the land could allow for its reallocation to other enterprises, potentially revitalizing the new energy and smart manufacturing sectors in Nansha [2]. - There have been rumors regarding GAC Group's acquisition of Evergrande's Nansha factory, but GAC has clarified these rumors [3]. Group 4: Financial Status - Evergrande Auto has reported ongoing liquidity issues, stating that despite efforts to cut costs, it can only maintain basic operations and is unable to ensure certain services, including audits [3]. - The company has been seeking investments and attempting to sell assets to improve its financial situation, but discussions with potential investors have not yet materialized [3].