Shenzhen Zhenye Group(SZ:000006)2022-12-06 10:41Group 1: Impact of Real Estate Regulation - The recent real estate regulation is expected to significantly impact high-priced first-tier cities and second-tier cities with substantial price increases [2][3] - Current projects in Shenzhen and Guangzhou are minimally affected; the Guangzhou project has not yet launched [3] - The Nanning project has not launched, while the Changsha project has sold out a portion; the Xi'an area has seen an increase in transaction volume, indicating minimal impact from the regulation [3] Group 2: Collaboration with Metro Group - The "Jinhui PARK" project operates under a cooperative model due to land ownership remaining with Shenzhen Metro Group, leading to uncertainty in future collaborations [3][4] - The project has had two batches of external sales, which are nearly sold out [4] Group 3: State-Owned Enterprise Reform - The company is closely monitoring the dynamics of state-owned enterprise reform, but specific arrangements and methods are determined by regulatory authorities and shareholders [4] - The company has not received any notifications regarding the reform, but it anticipates further development opportunities through reform [4] Group 4: Legal Disputes - The company is involved in a legal dispute with Baifuli Group regarding a project in Hunan, which has led to arbitration and a final ruling in favor of the company; the case is currently in the execution phase [4]