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].

该公司表示，本次对外投资是基于公司未来发展需要，围绕客户就近设厂的产业布局原则，更好的服务 西南地区的整车生产厂商，同时拓展新的市场空间和应用场景，进一步提高公司的市场份额和盈利能 力。 鑫铂股份主要产品分为新能源光伏、汽车轻量化及其他铝制品三大类。 据此前披露，该公司正逐步开拓新能源汽车业务，已进入头部主机厂的供应商体系，包括奇瑞汽车、长 安汽车、小鹏汇天等，其他主要合作的知名企业包括康尼机电（603111）（全国轨道交通自动门系统制 造业单项冠军企业）、今创集团（603680）（全国轨道交通内装饰产品制造业单项冠军企业）、无锡宏 宇（比亚迪（002594）、宇通客车（600066）、金龙客车的铝部件主要供应商）、中集集团（000039） （全球最大的半挂车制造企业）、美埃科技（空气净化行业中的知名品牌之一）、英飞特（300582） （中大功率LED照明驱动电源行业的全球性龙头企业之一）等。 鑫铂股份认为，本次收购将进一步扩大公司在新能源汽车的市场占有率，提升行业地位。利用公司的经 营管理优势及产业链垂直整合优势，提升公司盈利能力，为客户提供更好的服务。此次收购对公司整合 行业资源，加深与头部车企的合作关系 ...