Group 1: Investment and Growth Strategies - The company is actively pursuing investment and mergers, focusing on comprehensive transportation, new energy, and the upstream and downstream of new productivity industry chains to identify acquisition opportunities in niche industry leaders [1] - The company is enhancing investor relations management to attract more institutional investors, addressing the concentration of major shareholders and exploring equity optimization plans with the controlling shareholder [1] Group 2: Project Investment and Financials - The estimated budget for the Dongguan-Shenzhen Expressway expansion project (including the Longlin branch) is approximately 1,758,414 thousand yuan, with a capital ratio of 25%, equating to about 44 billion yuan; the internal rate of return on capital is projected at 5.69% [1] - The project has a construction period of 3-4 years, and while loan interest rates may decrease, the exact reduction in costs remains uncertain [2] Group 3: Toll Rate Adjustments and Revenue Impact - The main line of the Dongguan-Shenzhen Expressway will be expanded to a dual ten-lane standard, while the Longlin branch will adopt a dual eight-lane standard; the toll rate for the Longlin branch will increase from 0.45 yuan to 0.6 yuan per standard vehicle kilometer after expansion [2] - During the expansion period, the company anticipates a negative impact on toll revenue due to construction, but traffic organization measures will be implemented to mitigate this effect; traffic volume in Q1 2025 remained stable compared to the same period last year [2]
东莞控股(000828) - 东莞控股投资者关系活动记录表