纽顿集团这笔钱关于变成损失多年的恒大汽车来说成都渠道监测

发布日期：2024-01-08 10:35    点击次数：92

开首：券商中国成都渠道监测

作家：胡飞军

复牌后的恒大汽车，再次遭受停牌。

1月8日开盘前，中国恒大新动力汽车集团有限公司（简称“恒大汽车”）在港交所发布公告，该公司股份将于星期一上昼9时整起片晌罢手生意。

上周1月1日，恒大汽车曾公告，恒大汽车和阿联酋新动力汽车品牌纽顿集团之间的股份认购契约及债转股认购契约，原定于旧年12月31日截止，但纽顿集团未甘愿蔓延截止日历，意味着原定认购契约失效。此前按照契约，纽顿集团拟5亿好意思元策略投资，这关于濒临停业的恒大汽车来说算得上是一笔“救命钱”。

受此音问影响，恒大汽车1月2日收盘股价和2023年12月29日收盘价比拟，已下落超18%，现在报0.415港元/股，总市值45亿港元。 

不外，恒大汽车暗意，尽管契约依然失效，但恒大汽车、纽顿集团以过火他接头方仍在就这些交游的重要条目进行究诘，泄露两边仍可能达成新的契约或修改原有契约。

再次停牌，待刊登内幕音问

恒大汽车公告，应该公司要求，恒大汽车的股份由2024年1月8日上昼9时起于港交所片晌罢手生意，有待该公司刊发一份相关内幕音问的公告。

回溯历史，恒大汽车由于无法依期刊发2021和2022年接头财务功绩等原因，2022年4月1日起停牌近16个月，在仅剩2个月濒临摘牌的节点上，恒大汽车最终完成复牌一样，于2023年7月28日起复牌。

2个月后的2023年9月28日，恒大汽车与中国恒大、恒大物业3家恒大系公司又再次片晌停牌。后续，恒大系三家公司停牌原因揭晓，恒大奉行董事及董事会主席许家印，因涉嫌违纪人罪，已被罗致强制次第。2023年10月9日，恒大汽车规复生意公司股份。

“救命钱”没了？

元旦时辰，恒大汽车就遭受利空音问。

2024年1月1日晚间，恒大汽车对外发布公告称，由于纽顿集团股份认购契约及债转股认购契约的订约方并未甘愿蔓延截止日历，因此纽顿集团股份认购契约及债转股认购契约已于2023年12月31日失效。

纽顿集团计算向恒大汽车注资的相助始于2023年8月。2023年8月14日，恒大汽车文告，其取得由阿联酋国度主权基金捏股的上市公司纽顿集团（NWTN.US）首笔5亿好意思元策略投资，另有6亿元东谈主民币过渡资金将自公告后5个责任日初始连接到账。两边拟议的交游瞻望将于2023年第四季度完成。交游完成后，纽顿集团对恒大汽车捏股比例占扩大后已刊行泛泛股总和的27.5%。

这距离恒大汽车费历一年多停牌后刚涌现财报并复牌后不久。数据泄露，铁心2022年末，恒大汽车欠债总额高达1838.72亿元，剔除其中的预收账款33.14亿元后的欠债边界为1805.58亿元。

“本集团在可预念念的将来将需要取得大齐资金，以阐明多样合约和其他安排为该等财务职守和本钱开支提供资金。”恒大汽车方面曾暗意，其已罗致些许计算及次第以纾缓流动资金压力及改善其财务情景。

最新财报数据泄露，2023年上半年，恒大汽车营收1.54亿元，同比加多540.98%，收入加多主要系恒驰5初始销售。但毛利润损失6088万元，2022年同时毛损失964万元，损失额同比增长531.54%，主若是因为电板及芯片等中枢零部件价钱高涨、败落大边界分娩使制变成本较高。

因此，在市集看来，纽顿集团这笔钱关于变成损失多年的恒大汽车来说，可谓旱苗得雨的“救命钱”。按照公告缱绻，纽顿集团的总共战投资金将沿途用于恒大汽车天津工场，确保恒驰5的正常分娩和恒驰6、恒驰7的连接量产。纽顿集团还将协助恒大汽车招引国外市集，终了每年向中东市集出口3万至5万辆恒驰汽车。

契约的失效不代表恒大汽车毁灭交游。恒大汽车在1月1日公告中回答，纽顿集团股份认购契约及债转股认购契约的订约方以及些许利益接头方，一直并将络续就变嫌拟议交游及债转股之些许重要条目进行究诘。

裁剪/Somer

神秘顾客公司_赛优市场调研

Source: Broker China

Author: Hu Feijun

After resuming trading， Evergrande Auto was once again suspended.

Prior to the opening of the market on January 8， China Evergrande New Energy Vehicle Group Co.， Ltd. (“Evergrande Auto” for short) issued an announcement on the Hong Kong Stock Exchange. The company's shares will temporarily stop trading at 9:00 a.m. on Monday.

On January 1 of last week， Evergrande Auto announced that the share subscription agreement and debt-for-share subscription agreement between Evergrande Motor and the UAE NEV brand Newton Group were originally scheduled to end on December 31 last year，神秘顾客项目 but Newton Group did not agree to extend the deadline， which meant that the original subscription agreement had lapsed. According to the previous agreement， the Newton Group planned to make a strategic investment of 500 million US dollars. This is considered a “life-saving money” for Evergrande Auto， which is on the verge of bankruptcy.

Affected by this news， Evergrande Motor's closing stock price on January 2， compared with the closing price on December 29， 2023， has fallen by more than 18%. It is currently reported at HK$0.415 per share， with a total market value of HK$4.5 billion.

However， Evergrande Motor said that although the agreement has expired， Evergrande Auto， Newton Group and other relevant parties are still negotiating the key terms of these deals， indicating that the two sides may still reach a new agreement or amend the original agreement.

Trading suspended again， pending publication of inside information

Evergrande Motor announced that in response to the company's request， Evergrande Motor's shares will temporarily stop trading on the Hong Kong Stock Exchange starting at 9:00 a.m. on January 8， 2024， pending the company's publication of an announcement on insider information.

Going back in history， Evergrande Motor suspended trading for nearly 16 months on April 1， 2022 due to reasons such as not being able to publish relevant financial results for 2021 and 2022 on time. With only 2 months left to face delisting， Evergrande Motor finally completed the resumption guidelines and resumed trading on July 28， 2023.

Two months later， on September 28， 2023， Evergrande Auto and the three Evergrande companies of China Evergrande Properties， once again suspended trading for a short time. Subsequently， the reason for the suspension of trading of the three Evergrande companies was revealed. Xu Jiayin， executive director of Evergrande and chairman of the board of directors， has been taken coercive measures due to suspicion of breaking the law and committing a crime. On October 9， 2023， Evergrande Auto resumed trading of the company's shares.

相反，当一个人接受了生活的常态，或者接受了生活的不完美时，他就会对一些荒唐却又很现实的事情，比如孤独，产生一种允许的态度。

Is the “life saving money” gone?

During New Year's Day， Evergrande experienced bad news.

On the evening of January 1， 2024， Evergrande Motor announced that since the parties to the Newton Group share subscription agreement and debt-for-share subscription agreement did not agree to extend the deadline， the Newton Group share subscription agreement and debt-for-share subscription agreement expired on December 31， 2023.

The partnership between Newton Group's plans to inject capital into Evergrande Auto began in August 2023. On August 14， 2023， Evergrande Motor announced that it has received the first strategic investment of 500 million US dollars from Newton Group (NWTN.US)， a listed company owned by the UAE National Sovereign Fund， and that an additional 600 million yuan of transition funds will be received one after another 5 working days after the announcement. The parties' proposed deal is expected to close in the fourth quarter of 2023. After the transaction was completed， Newton Group's shareholding ratio in Evergrande Auto accounted for 27.5% of the total number of common shares issued after the expansion.

This was not long after Evergrande Auto disclosed financial reports and resumed trading after being suspended for more than a year. According to the data， as of the end of 2022， Evergrande Auto's total debt reached 183.872 billion yuan， and the debt size after excluding pre-collected accounts of 3.314 billion yuan was 180，558 billion yuan.

“The Group will require significant funding in the foreseeable future to finance such financial liabilities and capital expenses under various contracts and other arrangements.” Evergrande Motor has stated that it has taken a number of plans and measures to ease liquidity pressure and improve its financial situation.

According to the latest financial data， in the first half of 2023， Evergrande Motor's revenue was 154 million yuan， an increase of 540.98% over the previous year. The increase in revenue was mainly due to the start of sales of Hengchi 5. However， the gross profit loss was 60.88 million yuan， and the gross loss was 9.64 million yuan in the same period in 2022. The loss amount increased 531.54% year-on-year， mainly due to rising prices of core components such as batteries and chips， and the lack of large-scale production， which made manufacturing costs high.

Therefore， in the market's view， the money from the Newton Group can be described as “life-saving money” for Evergrande Auto， which has been causing losses for many years. According to the announced plan， all of the Newton Group's investment funds will be used at Evergrande Motor's Tianjin plant to ensure normal production of Hengchi 5 and the sequential mass production of Hengchi 6 and Hengchi 7. The Newton Group will also assist Evergrande Motor to develop overseas markets and export 30，000 to 50，000 Hengchi cars to the Middle East market every year.

The expiration of the agreement does not mean that Evergrande Auto abandons the deal. Evergrande Motor responded in its January 1 announcement that the parties to the Newton Group share subscription agreement and debt-for-share subscription agreement and several stakeholders have been and will continue to discuss revisions to certain key provisions of the proposed transaction and debt-for-share swaps.

Editor/Somer成都渠道监测

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