南山控股(002314) - 2022年6月1日投资者关系活动记录表

Group 1: Business Expansion and Logistics - As of the end of 2021, Baowan Logistics has over 3 million square meters of planned and pending construction area, increasing from 5 million square meters at the end of 2018 to 9 million square meters by the end of 2021 [1] - The company aims to maintain a rapid project expansion pace and enhance asset management capabilities through a standardized management system [1] - The average Net Operating Income (NOI) rate for mature logistics parks is approximately 10% [2] Group 2: Real Estate Development - By the end of 2021, the total land reserve for the company's real estate development business reached 1.1774 million square meters, showing significant growth compared to previous years [2] - The company plans to strategically acquire land in key first- and second-tier cities in regions such as the Yangtze River Delta and Guangdong-Hong Kong-Macau Greater Bay Area [2] - The real estate sector is experiencing challenges, but long-term demand fundamentals remain unchanged due to urbanization and population migration [2] Group 3: Financing and Investment Strategy - The company has a strong asset structure and risk resistance, with financing channels including bank loans, shareholder loans, bonds, and securitization [2] - Future financing strategies will be aligned with market changes and the company's development needs [2] - The company is exploring opportunities in public REITs and will consider asset exit strategies based on macroeconomic conditions [1] Group 4: Renewable Energy Initiatives - The company completed a private placement with China Nuclear Power Technology, becoming its largest shareholder and entering the renewable energy sector [3] - Plans are in place to pilot photovoltaic projects in parks within the year, with future business development goals to be set based on pilot results [3] Group 5: Collaboration with Major Shareholders - The controlling shareholder, China Nanshan Group, supports the company's development by transferring residential land for development after meeting necessary conditions [3] - The company aims to leverage opportunities from the Guangdong-Hong Kong-Macau Greater Bay Area construction through collaboration with its major shareholder [3]