证券简称：苏豪弘业 证券代码：600128 编号：临 2025-026 苏豪弘业股份有限公司 关于子公司土地被收储的进展公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者重大 遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 苏豪弘业股份有限公司（以下简称"苏豪弘业"或"公司"）于 2024 年 6 月 27 日召开第十届董事会第三十一次会议，2024 年 7 月 15 日召开 2024 年第一次临 时股东大会审议通过了《关于子公司南通弘业进出口有限公司实施土地收储的议 案》，同意全资子公司南通弘业进出口有限公司（以下简称"南通弘业"）土地被 收储相关事项。 随后，南通弘业与南通市崇川区永兴街道办事处（以下简称"永兴街道"）就 上述事项签订《崇川区非住宅房屋搬迁补偿协议》及补充协议，收到永兴街道支 付的相关款项共计 2,532.40 万元，同时完成相关权证和实物移交，并收到相关交 接确认材料。 有关上述事项的详情参见公司分别于 2024 年 6 月 28 日、2024 年 7 月 16 日、 证券报及上海证券交易所网站披露的"《苏豪弘业第十届董事会第三十一次会议 决议公告》（临 ...

Core Insights - The scale of land acquisition using special bonds by local governments has seen explosive growth since the second quarter of this year, with a total planned acquisition amount reaching 391.8 billion yuan across 171 cities by May 13 [1][2] - The proposed land acquisition area in April alone reached 71,980 hectares, exceeding the total for the first quarter in both area and amount [1][2] - If the planned land acquisitions are realized, it could lead to a year-on-year increase of at least 54% in new housing transaction area for the first four months of 2025, significantly reducing the new housing inventory cycle by over two months [1][5] Land Acquisition Scale - As of May 13, 2023, 171 cities have announced plans for land acquisition using special bonds, with a total acquisition amount of 391.8 billion yuan, including 1,575 residential land plots valued at 225 billion yuan and covering 65,650 hectares [2][3] - The majority of the planned acquisitions are concentrated in third and fourth-tier cities, which account for 84% of the total area and 74% of the total acquisition price [3] Market Dynamics - The land acquisition strategy is seen as a new model for cities to reduce inventory, with the theoretical construction area from the planned residential land exceeding 130 million square meters, which is more than half of the estimated new housing sales for the first four months [5] - If all planned acquisitions are executed, 14 cities could see a reduction in inventory cycles by over one year, with some cities potentially reducing their cycles by more than three years [5] Recommendations for Implementation - It is suggested that local authorities accelerate the transformation of planned acquisitions into actual acquisitions to shift the policy focus from stabilizing expectations to stabilizing the market [6] - A transparent information mechanism should be established to detail land ownership, regional distribution, and development progress, allowing for precise identification of inventory pressure across different city sectors [6]