What are the land reserve concept stocks?

1. Pudong Jinqiao (6639)

On December 22, 212, announcement on the adjustment of Jinqiao "Biyun 9" hotel and business office building project

The 15th meeting of the 7th Board of Directors and the 15th meeting of the 7th Board of Supervisors of Shanghai Jinqiao Export Processing Zone Development Co., Ltd. was held on December 2, 212, and the meeting reviewed and approved the ".

on April 27th, 21, the 28th meeting of the sixth session of the board of directors of the company made a resolution to consider and pass the Proposal on Jinqiao "Biyun 9" Hotel and Business Office Building Project (see shanghai securities news and Hong Kong Wen Wei Po on April 3th, 21 for the announcement). In view of market changes, the supply of high-star hotels exceeds demand, and there are still a certain number of high-star hotel projects under construction and to be completed in Pudong and its surrounding areas in the future. In order to avoid market risks and ensure economic benefits, it is agreed to adjust Jinqiao "Biyun 9" Hotel and Business Office Building Project to 5A Grade A Office Building Project on the premise of combining the basic conditions of the plot and the future regional development trend.

Shanghai Jinqiao Export Processing Zone Joint Development Co., Ltd., a holding subsidiary of our company, was agreed to adjust the project accordingly. The new project covers an area of about 2.74 hectares, with an aboveground construction area of about 13, square meters, of which the development volume of office buildings is about 1, square meters and the development volume of supporting businesses is about 3, square meters.

mainly engaged in park development: the company is mainly engaged in the development of Jinqiao Development Zone, including investment and construction of industrial, office, scientific research, residential and commercial facilities, and provides subsequent rental, sale, management and value-added services. Jinqiao Development Zone is a state-level economic and technological development zone approved by the state in 199. It is located in the north of Pudong New Area, Shanghai, with a total planned area of 27.38 kilometers. Now it has become a high-tech, modern and multifunctional modern industrial park, forming four leading industries, namely electronic information, automobile manufacturing and parts, modern household appliances, biomedicine and food processing, and is an important advanced manufacturing base in China. By December 21, there were 58 independent and dependent regional headquarters in Jinqiao Development Zone, including 46 foreign-funded headquarters, and the investment countries mainly came from the United States, Britain, Germany, France, Japan and other countries.

S11 residential project of Biyun International Community: In March, 212, the company agreed that the residential project of plot S11 should be a sales-oriented residential project, and the planned construction area is about 99,8 square meters. The total area of the plot is about 14, square meters, of which about 126, square meters belongs to the company and about 14,8 square meters belongs to Shanghai Jinqiao Export Processing Zone Joint Development Co., Ltd., a holding subsidiary of the company. In 212, the overall design and planning of the project will be submitted for approval, and the project will be started at the right time, completed by stages and sold by stages.

implementation of "going out" strategy: Shanghai Jinqiao Export Processing Zone Real Estate Development Co., Ltd., a holding subsidiary of the company, won the bid for the plot WNW-C5-4 of Lingang New Town in December 29 for 1.261 billion yuan. The plot is located in the main urban area of Lingang New Town in Pudong New Area, Shanghai, with a planned area of Qiulian River in the east, planned S4 Road (tentative name) in the south, green belt of Shanghai Ring Road in the west and Huabai Road in the north. The land use nature of the project is residential land, and the transfer period of land use right is 7 years. Participating in the land auction in the main urban area of Lingang New Town this time is the concrete implementation of the strategic goal of "going out" formulated by the board of directors of the company. According to the 211 annual report, the first phase of the central area of Lingang New Town started in September 211, and the expected completion time is September 213, with an estimated total investment of 1.9 billion yuan.

2. China Sports Industry (6159)

At present, the company's land reserve is enough to support the company's development needs in the next 1 years. The recent projects include the continuation projects of Yulong Garden Area 3, Area 6, Xixin, Binhe and Cangshang projects, the Xuanwu project with a volume of 17, square meters in the medium term, and the Manzhouli project covering an area of 3 mu in the long term. The new land layout of the company is Manzhouli City, Inner Mongolia, Zhongshan City, Guangdong and other second-and third-tier cities.

3. Zhujiang Industry (6684)

Guangzhou Zhujiang New Town Project: The company's land reserve in Guangzhou Central Project Area-Zhujiang New Town is over 2, square meters, and the developable residential area is about 9, square meters. This project will be the main profit source of the company in the next two or three years. The mid-year report in 212 revealed that during the reporting period of Guangzhou Pearl River Jingyuan Project, the newly contracted residential area of the project was 6,414 square meters, with a contracted amount of 298.7 million yuan, and the remaining saleable residential area was 68,21 square meters.

Changsha Pearl River Flower City Project: The company has a land reserve of 39 mu in Changsha, with a developable residential area of 46, square meters, and the average floor price is less than 3 yuan/square meter. The mid-year report in 212 revealed that during the reporting period, the contracted area of new residential buildings in the project was 39,27 square meters, the contracted amount was 277.88 million yuan, and the remaining saleable residential area was 17,765 square meters.

S8 plot project: in November 28, the company acquired the S8 plot project at a price of 155.83 million yuan. The S8 plot project is located in the central area of Yuexiu District, Guangzhou. The total construction area of the project is 54,79 square meters, and the nature of the land is commercial and financial land. It is estimated that the after-tax profit of the project will be 95 million yuan when it is fully sold, and the after-tax return rate of its own funds will reach 49%. According to the 211 annual report, the S8 project is located in the southwest of the intersection of Dongfeng Middle Road and Cangbian Road, which is a traditional business district in Yuexiu District and close to the provincial and municipal governments. The total land area is about 7,5 square meters, the building is 36 stories high, the total building height is 188 meters, and the total building area is about 54, square meters. This project is positioned as a super-grade, high-quality, high-grade intelligent ecological office building, which is expected to start in the fourth quarter of 212.

4. Jinke Co., Ltd. (656)

Land reserve (Zhangjiagang): Wuxi Jinke Real Estate Development Co., Ltd., a holding subsidiary of the company, obtained the land use rights of two parcels on the north side of Zhenshan Road, Jingang Town, Zhangjiagang City, Jiangsu Province on May 29, 212. The first parcel covers an area of 46,6 square meters, with a plot ratio of 1.5≤2., and the land use nature is residential, with a total transaction price. The second parcel covers an area of 94,7 square meters, with a plot ratio of 2.5≤ plot ratio ≤3.. The land is commercial and residential, with a total transaction price of 29.7 million yuan.

land reserve (Nantong): in December, 211, Jiangyin Jinke Real Estate Development Co., Ltd., a wholly-owned subsidiary, obtained the land use right of two parcels of land in Nantong with a total price of 358 million yuan through listing, with a total area of 182, square meters, both of which are second-class residential land.

land reserve (Chongqing): in December 211, the company purchased two land use rights in Rongchang county, Chongqing for a total of 371.83 million yuan by auction, covering a total area of 196, square meters, both of which are second-class residential land and commercial land. In May 212, the company acquired a parcel of Caijia in Beibei, Chongqing with an area of 194, square meters, and two parcels of Kaixian in Chongqing with a total area of 15, square meters with a total area of 372.73 million yuan. Its subsidiary Jinke Real Estate Development Co., Ltd. acquired a parcel of Changshou District in Chongqing with an area of 132, square meters with a total area of 358.97 million yuan.

5. Zhejiang Guangsha (652)

Acquisition of land assets: In December 211, the shareholders' meeting adopted a capital contribution of 55 million yuan to acquire 1% equity of Zhejiang Guangsha Dongjin Investment Co., Ltd. held by the controlling shareholder Guangsha Holding Group. The target company has a registered capital of 3 million yuan and its business scope is real estate development and operation. As of October 31st, 211, the company's book value of assets was 4 million yuan, the book value of net assets was 16.1 million yuan, and the appraised value of net assets was 6 million yuan. The appreciation was mainly due to the increase of land value. From January to October 211, there was no operating income and the net profit was 1.24 million yuan. This acquisition will further increase the company's future land reserve.

Blue Sky Baiyun Real Estate: The development project of Blue Sky Baiyun Real Estate (registered capital of 1 million yuan), a wholly-owned subsidiary, is the No.2 and No.3 plots of Dongyang Xintiandi, with the designed plot ratio of .82-.83 and the green space ratio of 46.5-45.5%. The property type to be developed in the project is a three-story duplex and detached villa with a total construction area of 124,9 square meters, of which the living area is 122,7. In January 211, the company plans to transfer 1% equity of Lantian Baiyun Real Estate to Zhongteng Real Estate at a price of not less than 37 million yuan. This equity transfer transaction is expected to bring the company a book investment income of about 27 million yuan (calculated at the lowest transfer price).

land development in yuhang district, Hangzhou: in February 211, Tonghe real estate, a wholly-owned subsidiary, and Italy Guanghua group * * * jointly established Yirong real estate with a registered capital of USD 12.5 million. 51%) Development of a state-owned construction land use right in Yuhang District, which was auctioned by both parties in September 21. The total transaction price of this plot is 849.5 million yuan, which is located in the northeast of the junction of Xingdu Avenue and Xinghan Road in Tangjia Community of Xingqiao Street. The planned land is commercial and residential, with a total land area of 116,41 square meters. The transfer period is 4 years for commerce and 7 years for residence. The plot ratio is ≤1.8 and the building density is ≤3%.

6. Wolong Real Estate (6173)

Tianxiang Hua Ting Phase II: In November 29, the company completed a public offering of 72.86 million shares at 1.98 yuan/share, and raised 772 million yuan for Tianxiang Hua Ting Phase II and Wuzhou Century City Phase I project. Among them, Tianxiang Hua Ting Phase II was developed by Tianxiang Hua Ting Real Estate, a wholly-owned subsidiary. Tianxiang Hua Ting Project is located in Shangyu, Zhejiang Province. The first phase was delivered in 28, and the second phase has a construction area of 261,9 square meters. The total investment of the project is 846 million yuan, of which 52 million yuan was raised. The construction period of the project is from January 29 to December 211. It is estimated that the total sales revenue is 1.26 billion yuan and the net profit is 237 million yuan. According to the 212 interim report, during the reporting period, Tianxiang Hua Ting Phase II generated a revenue of 5,336,1 yuan, and Tianxiang Hua Ting Real Estate had a carry-over area of 163, square meters.

Phase I of Wuzhou Century City: Wuzhou Century City Project is located in Qingyuan City, Guangdong Province, with a total construction area of about 1,373,1 square meters. It was developed by Wuzhou Industrial, a wholly-owned subsidiary (the original shareholding was 5.1%, and in February 212, the company acquired another 49.9% equity of Wuzhou Industrial for 233 million yuan, completing industrial and commercial registration). The project is divided into shops and residential projects, of which the shop project Wuzhou www.southmoney.com Wholesale Market covers an area of 165, square meters with a building area of about 178,1 square meters, and the residential project covers an area of 452,6 square meters with a building area of 1.195 million square meters above ground and 216, square meters underground. The first phase of the public offering and investment project, including the first phase of Trade City and the first phase of Century City, covers an area of 253,3 square meters. Among them, the construction area of Trade City Phase I is 148,3 square meters, the construction area of Century City Phase I is 292, square meters above ground and 52, square meters underground. The investment of the project is 1.94 billion yuan, of which 28 million yuan is raised. The construction period is from July 28 to December 211. It is estimated that the total sales revenue is 1.59 billion yuan and the net profit is 315 million yuan. The mid-year report in 212 revealed that during the reporting period, the first phase of Wuzhou Century City generated a revenue of 17.8295 million yuan, and the unfinished area of Wuzhou Industry was 1.2824 million square meters.

Yaojiang Shenma: The company holds 1% equity of Yaojiang Shenma. The main asset of Yaojiang Shenma is the Yaojiang Lijingwan project under development, which covers an area of 359,5 square meters (539.21 mu, excluding about 61 mu of land collected) and has a planned construction area of 542, square meters. The project is located in the south of Jin Nanyi Road, gold and silver lake, Dongxihu District, Wuhan, and the south of Wuhan People's Conference Center. At present, the development situation is that the first phase of Yaojiang Lijingwan project has a total area of 97,5 square meters, with a total area of 26,4 square meters, the second phase of Yaojiang Lijingwan project has a total area of 36,2 square meters, and the other two basements have an area of .5 million square meters, with a total area of .9 million square meters, and the third phase of Yaojiang Lijingwan project has a total area of 36,4 square meters. The 212 mid-year report revealed that Yaojiang Shenma did not carry over an area of 518,5 square meters.

affordable housing construction: in September, 211, Shangyu City, Zhejiang Province was awarded the first bid for the 211 affordable housing construction project. The affordable housing construction project is located in the triangle industrial zone of Cao 'e Street, Shangyu City, with a construction area of 8,1 square meters (including the basement area of about 18, square meters), and the source of construction funds is financial allocation. The 211 annual report revealed that in 212, the company took the opportunity to further participate in the construction of government affordable housing.

Renovation of villages in Wuhan: In April 21, the company signed a cooperation intention agreement with the fishing village of Jiangdi Street, Hanyang District, Wuhan, and the company will participate in the renovation project of villages in the city. In December 21, Wolong Ink Lake, a holding subsidiary, won a 154,-square-meter residential land for Hongwei Village, Fengshou Village and Fishery Village in Hanyang District, Wuhan with a planned construction area of not more than 438,7 square meters. In September 211, the company signed a supplementary agreement with relevant parties on the reconstruction of the "village in the city", which raised the construction cost of the reconstruction house to 2,3 yuan/m2 (the resettlement and reconstruction work in the reconstruction project, such as Fishery Village, has nothing to do with the company, and the original agreed construction cost of the reconstruction house is 1,8 yuan/m2, which is included in the development land transfer cost), so the company will increase the construction cost of the reconstruction house by 138 million yuan. The area of the house to be rebuilt is 275,9 square meters, and the house to be rebuilt cannot be built and delivered on schedule. It is estimated that the company will bear the overdue transition fee of 37.84 million yuan. In addition, the company agrees that the construction area of commercial outlets such as Fishery Village is .74 million square meters, and the price will rise by 3% according to the development cost.

7. Shunfa Hengye (631)

On December 25, 212, announcement on winning the right to use commercial land

In order to increase the company's land reserve and enhance its sustainable development capability, Shunfa Hengye Co., Ltd., a wholly-owned subsidiary of Shunfa Hengye, participated in the auction of land use rights organized by Xiaoshan District Bureau of Land and Resources in Hangzhou on December 21, 212, and spent 985 million yuan. The relevant matters are hereby announced as follows:

Location of the plot: the northwest block of Xiaoshan Development Zone, east of Dongyi Road, south of Zhongxin Road, west of Jinji Road and north of Jianshe Second Road.

land area and planning index: the transfer area is 45,154 square meters; The plot ratio is 2.-2.5; Building density below 25%; The green rate is above 3%.

nature of land use: residential land, and the land transfer period is 7 years.

clinch a deal price: the initial listing price is 831.2 million yuan, and the transaction price is 985 million yuan.

8. black peony