What land reserve concept stocks are there?

Pudong Jinqiao 1(600639)

201212 announcement on the adjustment of jinqiao "biyun 90" hotel and business office building project on February 22nd.

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. were held on February 20th, 20 12 12. The meeting deliberated and adopted the proposal on adjusting the project of Jinqiao "Biyun 90" Hotel and Business Office Building.

20 10 On April 27th, the 28th meeting of the 6th Board of Directors of the Company made a resolution on the Proposal on Jinqiao "Biyun 90" Hotel and Business Office Building Project (see shanghai securities news and Hong Evening News on April 30th, 20/kloc-0 for details). In view of the market changes, the supply of high-star hotels exceeds demand, and there will still be a certain number of high-star hotel projects under construction and to be completed in Pudong and surrounding areas in the future. In order to avoid market risks and ensure economic benefits, it is agreed to adjust Jinqiao "Biyun 90" hotel and business office building project to 5A grade A office building project on the premise of combining the basic situation of the plot and the future regional development trend.

It is agreed that Shanghai Jinqiao Export Processing Zone Joint Development Co., Ltd., a holding subsidiary of our company, will adjust the project accordingly. The new project covers an area of about 2.74 hectares, and the above-ground construction area is about103000 square meters, of which the office development is about 100 square meters and the supporting commercial development is about 3000 square meters.

Mainly engaged in park development: The company is mainly engaged in the development of Jinqiao Development Zone, including investing in the construction of industrial, office, scientific research, residential and commercial facilities, and providing 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 1990. It is located in the north of Pudong New Area, Shanghai, with a total planned area of 27.38 kilometers. It has become a high-tech, modern and multifunctional modern industrial park, with four leading industries: electronic information, automobile manufacturing and parts, modern household appliances, biomedicine and food processing. It is an important advanced manufacturing base in China. By the end of 20 10 and 12, there were 58 independent and subordinate regional headquarters in Jinqiao Development Zone, including 46 foreign-funded headquarters, and the countries of investment mainly came from the United States, Britain, Germany, France, Japan and other countries.

Biyun International Community S 1 1 Residential Project: 20 12 In March, the company agreed to designate the residential project of S 1 1 plot as a sales-oriented residential project with a planned construction area of about 99,800 square meters. The total area of the plot is about 6.5438+0.40 million square meters, of which about 6.5438+0.26 million square meters belong to the Company and about 6.5438+0.48 million square meters belong to Shanghai Jinqiao Export Processing Zone Joint Development Co., Ltd., a holding subsidiary of the Company. 20 12 the overall design plan of the project is submitted for approval, and the project is started in time, completed by stages and sold by stages.

Implementing the strategy of "going out": Shanghai Jinqiao Export Processing Zone Real Estate Development Co., Ltd., a holding subsidiary of the company, won the plot WNW-C5-04 of Lingang New Town at a price of 1.26 1 billion yuan in February 2009, which is located in the main urban area of Lingang New Town, Pudong New Area, Shanghai, east to Qiulian River, south to planned S4 Road (tentative name) and west to Shanghai Ring Road. The land use nature of the project is residential land, and the transfer period of land use right is 70 years. The participation in the land auction in the main urban area of Lingang New Town is the concrete implementation of the strategic goal of "going out" formulated by the board of directors of the company. According to the annual report of 20 1 1, the first phase of the central area of Lingang New Town started in September of 201/year, and the expected completion time is September of 201year, with an estimated total investment of1900 million yuan.

2. Chinese Sports Industry (600 159)

At present, the company's land reserve is enough to support the company's development needs in the next 10 year. Recent projects include the continuation projects of Yulong Garden Area 3 and Area 6, Xixin, Binhe and Cangshang projects, Xuanwu project with a volume of 6.5438+0.7 million square meters in the medium term, and Manzhouli project with a length of 300 mu in the long term. The company's new land layout is second-and third-tier cities such as Manzhouli City in Inner Mongolia and Zhongshan City in Guangdong.

3. Zhujiang Industry (600684)

Guangzhou Zhujiang New Town Project: The company's land reserve in Zhujiang New Town, the central project area of Guangzhou, exceeds 20,000 square meters, and the developable residential area is about 90,000 square meters. This project will be the main profit source of the company in the next two or three years. The mid-year report of 20 12 revealed that during the reporting period of Guangzhou Zhujiang Jingyuan project, the newly contracted residential area of the project was 64 14 square meter, with the contracted amount of 298.07 million yuan, and the remaining saleable residential area was 6802 1 square meter.

Changsha Pearl River Flower City Project: The company reserves 390 mu of land in Changsha, with a developable residential area of 460,000 square meters, and the average floor price is lower than that of 300 yuan/square meter. 20 12 reported that during the reporting period, the contracted residential area of the new project was 39,027 square meters, with a contract amount of 277.88 million yuan, and the remaining saleable residential area was17,765 square meters.

S8 plot project: in June 2008165438+1October, the company acquired the S8 plot project at the price of 15583 million yuan. The S8 plot project is located in the central area of Yuexiu District, Guangzhou. The total construction area of the project is 54,790 square meters, and 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%. 20 1 1 annual report shows that the S8 project is located in the southwest of the intersection of Dongfeng Middle Road and Cangbian Road, which is a traditional business circle in Yuexiu District and close to the provincial and municipal governments. The total land area is about 7500 square meters, the building is 36 stories high, the total building height is 188 meters, and the total building area is about 54000 square meters. This project is positioned as a super-grade, high-quality and high-grade intelligent ecological office building, which is expected to start in the fourth quarter of 2065, 438+02.

4. Jinke shares (000656)

Land reserve (Zhangjiagang): Wuxi Jinke Real Estate Development Co., Ltd., a holding subsidiary of the company, obtained two land use rights on the north side of Zhenshan Road, Jingang Town, Zhangjiagang City, Jiangsu Province on May 29th, 20 14273. The first plot covers an area of 46,600 square meters, with a plot ratio of 1.5≤2.0, and the land is residential, with a total transaction price of 14273. The second parcel covers an area of 94,700 square meters with a plot ratio of 2.5≤3.0. The land is for commercial and residential use, with a total transaction price of 290.07 million yuan.

Land reserve (Nantong): In February, 201/kloc-0, Jiangyin Jinke Real Estate Development Co., Ltd., a wholly-owned subsidiary, obtained the land use rights of two plots of land in Nantong at a total price of 358 million yuan, with a total area of182,000 square meters, both of which are second-class residential land.

Land reserve (Chongqing): 20112. The company purchased two land use rights in Rongchang County, Chongqing by auction for 371830,000 yuan, with a total area of196,000 square meters, which are both second-class residential land and commercial land. 20 12 in may, the company acquired the Cai Jia plot in beibei district of Chongqing with a price of 467,265,438+00,000 yuan, covering an area of 654.38+094,000 square meters. The land used is the second-class residential land, and two plots of land in Kaixian County, Chongqing were acquired for 372.73 million yuan, with an area of150,000 square meters. The land used is commercial and residential land, and its subsidiary, Jinke Real Estate Development.

5. Zhejiang Guangsha (600052)

Acquisition of land assets: 2011/in February, the shareholders' meeting acquired the 0/00% equity of Zhejiang Guangsha Jin Dong Investment Co., Ltd. held by the controlling shareholder Guangsha Holding Group with a registered capital of 30 million yuan, and its business scope is real estate development and operation. As of 20 1 1,1and 3 1, the book value of the company's assets is 400 million yuan, the book value of net assets is 160 10000 yuan, and the estimated net assets are 600 million yuan. The increase in value is mainly due to the increase in land value. 20 1 1 year 1- 1 month has no operating income and net profit10.24 million yuan. The acquisition will further increase the company's future land reserve.

Blue Sky and Baiyun Real Estate to be transferred: Blue Sky and Baiyun Real Estate, a wholly-owned subsidiary (registered capital of 65.438 billion yuan), is developing plots 2 and 3 in Dongyang Xintiandi, with a designed plot ratio of 0.82-0.83 and a green space ratio of 46.50-45.50%. The property type to be developed in the project is a three-story duplex independent villa with a total construction area of124,900 square meters. 20 1 1 year 1 month The company intends to transfer 0/00% equity of Blue Sky Baiyun Real Estate/kloc-0 to Zhongteng Real Estate at a price of not less than 370 million yuan. This equity transfer transaction is expected to bring about 270 million yuan of book investment income to the company (calculated at the lowest transfer price).

Land development in Yuhang District, Hangzhou: 20 1 1 February, a wholly-owned subsidiary, Tonghe Real Estate, and Italian Guanghua Group jointly established Yi Rong Real Estate (registered capital10205,000 USD). 565,438+0%) The development of a state-owned construction land use right in Yuhang District auctioned by both parties in September 2065,438+00. The total transaction price of this plot is 849.5 million yuan, which is located in the northeast of the junction of Du Xing Avenue and Xinghan Road in Tangjia Community of Xingqiao Street. The planned land is commercial and residential, with a total land area of 1 164 10 m2. The transfer period is 40 years for business and 70 years for residence. Floor area ratio ≤ 1.8, and building density ≤30%.

6. Wolong Real Estate (600 173)

Tian Xiang Hua Ting Phase II Public Offering: In June 2009, the company completed a public offering of 72.86 million shares at a price of 65.438+00.98 yuan/share, raising 772 million yuan for Tian Xiang Hua Ting Phase II and Wuzhou Century City Project Phase I, of which Tian Xiang Hua Ting Phase II was developed by Tian Xiang Hua Ting Real Estate, a wholly-owned subsidiary. Tian Xiang Hua Ting Project is located in Shangyu, Zhejiang. The first phase was delivered in 2008, and the construction area of the second phase was 26 1.9 million square meters. The total investment of the project is 846 million yuan, including 520 million yuan. The construction period of this project is from 2009 1 to February 2009 1. It is estimated that the total sales revenue is 654.38+26 million yuan and the net profit is 237 million yuan. The 20 12 interim report revealed that during the reporting period, the income of Tian Xiang Hua Ting Phase II was 5.33438+0000 yuan, and the real estate area of Tian Xiang Hua Ting was 163000 square meters.

Wuzhou Century City Phase I: Wuzhou Century City Project is located in Qingyuan City, Guangdong Province, with a total construction area of about 137.3 1 10,000 square meters. It was developed by Wuzhou Industrial, a wholly-owned subsidiary (the original shareholding was 50. 1%), and the company acquired another 49.9% equity of Wuzhou Industrial in 2065438+February 2002, completing industrial and commercial registration. The project is divided into shop projects and residential projects, in which the shop project Wuzhou www.southmoney.com Wholesale Market covers an area of165,000 square meters, with a construction area of about 178 10000 square meters, and the residential project covers an area of 452,600 square meters, with a ground construction area of1kloc-0/95,000 square meters. Among them, the construction area of Trade City Phase I is148,300 square meters, and the construction area of Century City Phase I is 292,000 square meters above ground and 52,000 square meters underground. The project investment is 65.438+0.94 billion yuan, of which 280 million yuan is raised by itself. The construction period is from July 2008 to February 2065. It is estimated that the total sales revenue is 654.38+0.59 billion yuan and the net profit is 365.438+0.50 billion yuan. The 20 12 annual report disclosed that during the reporting period, the income of Wuzhou Century City Phase I was 17829500 yuan, and the carried-over area of Wuzhou Industry was 1282400 square meters.

Yaojiang Shenma: The company holds 0/00% equity of Yaojiang Shenma/KLOC. The main asset of Yaojiang Shenma is the Yaojiang Li Jingwan Project under development, which covers an area of 359,500 square meters (53,925,438+0 mu, excluding about 6 1 mu) and has a planned construction area of 542,000 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 Li Jingwan Project has a total area of 97,500 square meters, with a total area of 26,400 square meters, the second phase of Yaojiang Li Jingwan Project has a total area of 36,200 square meters, the other two basements have an area of 5,000 square meters, with a total area of 9,000 square meters, and the third phase of Yaojiang Li Jingwan Project has a total area of 36,400 square meters. The mid-year report of 20 12 revealed that the area of Yaojiang Shenma was 518500m2.

Affordable housing construction: in September of 20 1 1, Shangyu City, Zhejiang Province, the company was determined as the first successful bidder. The affordable housing construction project is located in the triangle industrial zone of Cao 'e Street, Shangyu City, with a construction area of 80 1000 square meters (including the basement area of about 18000 square meters), and the source of construction funds is financial allocation. 20 1 1 annual report revealed that in 20 12, the company took the opportunity to further participate in the government's affordable housing construction.

Renovation of Urban Villages in Wuhan: In April, 20 10, the company signed a cooperation intention agreement with Fishery Village in Di Jiang Street, Hanyang District, Wuhan, and the company will participate in the "Urban Village" renovation project of Fishery Village. 20 10 February, Wolong Mohu, a holding subsidiary, won the bid for residential land with a planned construction area of less than 438,700 square meters in Hongwei Village, Fengshou Village and Fishery Village154,000 square meters in Hanyang District, Wuhan. In September of 20 1 1, the company signed a supplementary agreement with relevant parties on the renovation of "village in city", raising the construction cost of the renovation house to 2300 yuan /m2 (the resettlement and renovation work in the renovation project is undertaken by the fishing village, etc., and the construction delivery has nothing to do with the company, so the original agreed construction cost of the renovation house is 65438 yuan +0800 yuan /m2, which is included in the development land transfer. As a result, the company will increase the construction cost of repossessed houses by 6.5438+38 million yuan, and the area of repossessed houses undertaken by the company is 275,900 square meters. As the repossessed house cannot be completed 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 fishing village is 7,400 square meters, which will increase by 30% according to the development cost.

7. Shunfa Hengye (00063 1)

201212 February 25th, announcement on winning the right to use commercial land.

In order to increase the company's land reserve and enhance the ability of sustainable development, Shunfa Hengye Co., Ltd., a wholly-owned subsidiary of Shunfa Hengye, participated in the land use right auction organized by Xiaoshan District Land and Resources Bureau of Hangzhou on February 20th12nd and 2nd18th, and won the Zheng Xiao [2012nd] for 985 million yuan. The relevant matters are hereby announced as follows:

Location: Northwest plot of Xiaoshan Development Zone, east of Dongyi Road, south of Zhongxin Road, west of Jinji Road and north of Jianshe Road.

Land area and planning index: the transfer area is 45 154 square meters; The plot ratio is 2.0-2.5; The building density is less than 25%; The greening rate is above 30%.

Nature of land use: residential land, and the land transfer period is 70 years.

Transaction price: the initial listing price is 8310.2 million yuan, and the transaction price is 985 million yuan.

8. Black Peony (6005 10)

20 10 12.30, land purchasing and storage progress announcement.

The board of directors and all directors of the Company guarantee that there are no false records, misleading statements or major omissions in the contents of this announcement, and they shall bear individual and joint responsibilities for the truthfulness, accuracy and completeness of its contents.

On July 28th, 20 10, the 12th meeting of the fifth board of directors of the company deliberated and passed the Proposal on Signing the Acquisition Agreement of Land Use Right of Standard Factory Plot of Electronic Park, and agreed to sign the Acquisition Agreement of Land Use Right of Standard Factory Plot of Electronic Park with Changzhou Xinbei Land Reserve Center (hereinafter referred to as the Land Reserve Center). The National Land Reserve Center purchased the plot of the standard factory building of Electronic Park at a price not lower than the appraised value (hereinafter referred to as "the plot"), and authorized the management of the company to handle the signing of the land acquisition agreement and other related matters (for details, please refer to Announcement No.2010-025 published in china securities journal, shanghai securities news and the website of Shanghai Stock Exchange).

The plot is owned by Changzhou Black Peony Real Estate Co., Ltd. (hereinafter referred to as "Black Peony Real Estate"), a wholly-owned subsidiary of the company. The state-owned land certificate number is Chang (2008) No.02635 17, the land number is110410765438, and the land area is 565435.

Beijing Beifang Yashi Assets Appraisal Co., Ltd. appraised the plot, and issued "Beifang Yashi Appraisal Report Zi [20 10] No.227" and "Changzhou Black Peony Real Estate Co., Ltd.' s Assets Appraisal Report". The benchmark date of appraisal is 2065438+July 3, 20001,and the appraisal value of the plot and the above-ground ancillary buildings is 65 133200 yuan by using the market comparison method and the benchmark land price coefficient correction method.

On 20 10/0,2065438+00, Black Peony Real Estate and Land Reserve Center signed the Acquisition Agreement of State-owned Land Use Rights. According to the agreement, the total compensation price for the acquisition of the plot by the reserve center is 73.632 million yuan, including all compensation expenses of the plot (namely, compensation for the land use right of the plot, compensation for the houses and the ground attachments in the plot, compensation for the relocation of the Black Peony Building, compensation for shutdown and all other expenses incurred by the acquisition of the plot by the Black Peony Building), and the compensation will be paid to the Black Peony House in one lump sum within 90 days after the signing of the agreement.

9. Tianjin Songjiang (600225)

Land reserve: 20 1 1 year, the company added 330,000 square meters of land reserve, and the construction area of newly added land reserve rights was about 370,000 square meters. As of 20 1 1, 12, 3 1, the company has 3 1 projects under construction, with an equity building area of about 3.86 million square meters, of which the building area is1150,000 square meters. The 20 12 annual report revealed that the company added 1 project and added equity construction area124,200 square meters.

10, lawton development (600209)

65,438+0.80 mu of land in Boao: In 2002, the company purchased 65,438+0.80 mu of land use right from Boao Holding Company on the side of Wanquan River in Daling Lake Planning Area, Boao Watertown, qionghai city, Hainan Province, for the construction of international friendship village, holiday villas and other projects. After obtaining the land use right of Boao, the Hainan provincial government made planning adjustments to the special planning area of Boao Forum for Asia. The development prospect is to build Boao Special Planning Zone into an ecological, intelligent and international world-class conference center and a distinctive tourism, holiday and leisure center suitable for the development of Boao Forum for Asia. As the land use right purchased by the company is located in the special planning area of Boao Forum for Asia, its development will also be included in its unified planning, development and construction. In the actual operation of the company, related planning and construction need to coordinate various schedule requirements. The company will also negotiate with the government on the development and start-up of specific projects in the near future. According to the annual report of 20 1 1, the ending book balance (original book value) of land use right is 28 1 100 million yuan. (Boao) The follow-up land acquisition compensation and resettlement needs an additional cost of 654.38+0.6 billion yuan. The company has paid 50 million yuan to the financial special account of non-tax revenue of qionghai city Municipal Government, and is currently raising funds. It is planned to raise 50 million yuan before 2065.438+02,654.38+02,365.438+0 and 60 million yuan before 2065.438+03.

Zhongtian Chengtou (000540) 1 1

Future Ark: Future Ark Project is a key real estate project launched by the company on 20 1 1. It is located in Yu 'an and Anjing District of Yunyan District, between the old city of Guiyang and the airport, with an area of about 9.53 square kilometers, a construction land of about 5,600 mu and a total construction area of about 7.2 million square meters. In the future, Ark has acquired 1, 330,900 square meters of land for plot development. If the company can acquire all the remaining plots in this area, the company will scientifically and reasonably formulate the project construction schedule and implement the construction in stages and batches according to the requirements of relevant government departments. The project is expected to be implemented in two phases, of which the first phase is about 5.2 million square meters and the development period is 20 1 1 to 20 15. (In April 2002, it was 2065438+257 million yuan, and some plots for the future Ark project were acquired, with an area of 17 18000 square meters. In June and July 2002, it was 2065438+673 million yuan, with an area of 348700 square meters and an area of 65438+2002.

Land reserve: in July of 20 12, the replacement of agricultural land was further completed by about 1500 mu (999,000 square meters), and the land category was agricultural land. Part of the agricultural land (with an area of 703,000 square meters) acquired by Zhongtian Wudang through replacement was changed into state-owned construction land. If a third party obtains all or part of the land use right through bidding, the third party shall compensate Zhongtian Wudang, and the compensation amount shall be determined through consultation. In August of 20 12, Zhongtian Wudang obtained the right to use 703,800 square meters of state-owned construction land for eight plots of land needed for Wudang dairy farm construction project for 624 million yuan.

12, Luoniushan (000735)

20 1 1 in July, Hainan luoniushan meat processing industrial park co., ltd, a wholly-owned subsidiary, formed a consortium with Haikou Li Shen coffee and beverage co., ltd (a holding subsidiary of the company) and Hainan luoniushan condiment co., ltd (a company), and won the right to use 496,000 square meters of industrial land at a unit price of 256 yuan/square meter (of which the industrial park company accounted for 83.84% and Li Shen beverage company accounted for 83.84%).

13, China Enterprise (600675)

Chongming Island covers an area of 4,000 mu: The Yangtze River Tunnel Bridge connecting Shanghai and Chongming Island was opened to traffic on June 5438+1October 3 1 2009. The company has 4000 mu of land in Chenjia Town-Dongtan area of Chongming Island, and plans to build it into an island garden-style ecological town. However, it is uncertain whether the above-mentioned plots owned by the company can be converted from agricultural land to development.

San Candal 14(000048)

Industrial land is converted into commercial and residential land: 20 1 1 12. It is disclosed that it has signed land acquisition compensation agreements with relevant departments for two plots of land located in Kengzi Street in Pingshan New District and three plots of land located in xixiang street, Shajing Street and Fuyong Street in Baoan District. According to the agreement, the company will receive cash compensation of 826 million yuan for the land recovery business in Kengzi and Xixiang. At the same time, as part of the land integration package solution, the company obtained the approval and agreement that the company's 237,300 square meters of industrial land in Xixiang and Shajing plots was converted into commercial and residential land. The two commercial and residential projects have a total construction area of over 6,543,800 square meters and a total sales area of over 900,000 square meters, which can be developed by stages in the next eight to ten years. (Xixiang project is close to the central area of Qianhai, and Shajing project is located in the central business district). The management of the company believes that with the phased development and construction of commercial and residential projects in Xixiang and Shajing, it is expected that stable and considerable real estate development income and rental income from holding commercial properties will be brought to the company in the next eight to ten years (the land acquisition compensation agreement was fully fulfilled in April 20 12).