中洲控股签署收购意向书，拟收购龙华商业中心城市更新项目60%股权

主要内容摘要

• 深圳市中洲投资控股股份有限公司（股票代码：000042，简称“中洲控股”）公告称，全资子公司深圳市中洲洲汇投资有限公司与多家企业（天津信龙企业管理合伙企业、深圳市骏达管理咨询有限公司、深圳新宏隆地产投资有限公司、深圳中洲城市开发有限公司、深圳市前海君诚投资有限公司及深圳市中洲龙商置业有限公司）签署了《收购意向书》，意向收购后者持有的项目公司60%股权及对应债权。
• 本次收购的核心资产为龙华商业中心城市更新单元中片区项目，项目总建设用地面积91,825.1平方米，规划建设住宅、保障房、商业办公及配套设施等，未来发展潜力巨大。
• 本次交易涉及公司关联方，若正式实施将构成关联交易，但预计不构成重大资产重组。
• 《收购意向书》为意向性协议，具体交易价格、支付方式、最终实施等均需另行签署正式协议并经公司董事会或股东大会审议通过，存在不确定性。
• 意向书有效期为180天，期满未签署正式协议则自动终止，双方互不承担违约责任（保密条款除外）。

详细解读

1. 交易结构及标的资产

• 中洲洲汇拟收购转让方（深圳中洲城市开发有限公司、深圳市前海君诚投资有限公司、深圳新宏隆地产投资有限公司）在天津信龙企业管理合伙企业持有的深圳市中洲龙商置业有限公司60%股权及相关债权。
• 具体包括：拟收购深圳中洲城市开发有限公司及深圳市前海君诚投资有限公司共计40%股权、深圳新宏隆地产投资有限公司20%股权，合计60%股权及相关债权。
• 深圳中洲城市开发有限公司及深圳市前海君诚投资有限公司为公司关联方，涉及关联交易。

2. 标的公司及项目介绍

• 深圳市中洲龙商置业有限公司注册资本1亿元，主营物业管理、房地产开发、投资等。
• 目前天津信龙企业管理合伙企业持有其100%股权。
• 龙华商业中心城市更新单元中片区项目已于2025年7月23日被确认为实施主体，2020年10月获得专项规划批复。项目规划指标为：
  • 住宅：360,740平方米
  • 保障房：113,435平方米
  • 商业、办公及旅馆业建筑：234,895平方米
  • 地下商业：6,000平方米
  • 公共配套设施：28,645平方米

3. 交易对价与安排

• 本次意向书未明确具体交易对价、支付条件，将以正式协议为准。
• 各方应在180天内就交易安排、支付条件、推进计划等协商并签署正式协议。

4. 关联交易与历史情况

• 本次收购若实施，将构成关联交易，但预计不构成重大资产重组。
• 2026年年初至披露日，公司与深圳中洲城市开发有限公司、深圳市前海君诚投资有限公司累计发生关联交易金额为60万元，金额较小。

5. 本次交易对公司的影响

• 本次交易如能实施，将显著提升中洲控股的土地储备质量和可持续发展能力，优化区域布局，增强市场竞争力和品牌影响力，为未来销售、营收及利润增长提供支撑，符合公司战略发展规划和全体股东利益。

6. 风险提示与注意事项

• 《收购意向书》非正式协议，交易能否完成存在较大不确定性，需审计、评估及相关决策审批程序。
• 如180天内未能签署正式协议，意向书自动终止，各方互不承担违约责任（保密条款除外）。
• 公司将根据后续进展及时履行信息披露义务。

对投资者及股东的重要提示

• 本次公告涉及拟收购重大优质项目且构成关联交易，若能顺利落地，或将对公司未来增长带来实质利好，值得密切关注。
• 但交易仍存在不确定性，投资者应高度关注交易进展和相关风险，谨慎决策。

免责声明

本文仅为信息披露整理与深度解读，不构成任何投资建议。投资有风险，入市须谨慎。请投资者关注后续正式协议及相关公告。

English Version

Centralcon Holdings Signs Acquisition Term Sheet for Major Urban Renewal Project: Potential Impact on Future Growth

Key Highlights

• Centralcon Investment Holdings Co., Ltd. (“Centralcon Holdings”, Stock Code: 000042) announced that its wholly-owned subsidiary, Shenzhen Centralcon Zhouhui Investment Co., Ltd., has signed an “Acquisition Term Sheet” with multiple entities to acquire 60% equity and related claims in Shenzhen Centralcon Longshang Real Estate Co., Ltd., a company holding the Longhua Commercial Center Urban Renewal Project.
• This core asset covers a prime urban renewal project in Longhua, Shenzhen, with a total planned construction land area of 91,825.1 sqm, including large-scale residential, affordable housing, commercial, office, and supporting facilities, indicating significant future growth potential.
• The transaction involves related parties. If implemented, it will constitute a related-party transaction but is not expected to be classified as a material asset restructuring.
• The Term Sheet is non-binding; key terms such as price and payment will be finalized in a formal agreement, still subject to board/shareholder approval, with material uncertainty remaining.
• The term sheet is valid for 180 days; if no formal agreement is signed within this period, it will automatically terminate without liability (except confidentiality clauses).

Detailed Analysis

1. Transaction Structure and Target Assets

• Centralcon Zhouhui intends to acquire 60% equity and related debt in Shenzhen Centralcon Longshang Real Estate Co., Ltd., held by several transferors (Centralcon Urban Development, Qianhai Jun Cheng Investment, Xin Honglong Real Estate Investment).
• Specifically, 40% from Centralcon Urban Development and Qianhai Jun Cheng Investment, 20% from Xin Honglong, totaling 60% equity and debt.
• Centralcon Urban Development and Qianhai Jun Cheng are related parties under exchange rules.

2. Target Company and Project Introduction

• Shenzhen Centralcon Longshang Real Estate Co., Ltd. has RMB 100 million registered capital, engaged in property management, real estate development, and investment.
• Currently 100% held by Tianjin Xinlong Partnership.
• Project was confirmed as the implementation subject in July 2025, with planning approval obtained in October 2020. Key indicators:
  • Residential: 360,740 sqm
  • Affordable Housing: 113,435 sqm
  • Commercial/Office/Hotel: 234,895 sqm
  • Underground Mall: 6,000 sqm
  • Public Facilities: 28,645 sqm

3. Price and Payment Arrangement

• Specific price and payment terms to be settled in a definitive agreement after further negotiation.
• The parties aim to sign a formal agreement within 180 days.

4. Related Party Transactions and History

• This acquisition, if materialized, will constitute a related-party transaction but not a material asset restructuring.
• From the start of 2026 to the disclosure date, total related-party transactions with Centralcon Urban Development and Qianhai Jun Cheng amounted to RMB 600,000 – relatively minor.

5. Impact on the Company

• If completed, the acquisition will significantly enhance Centralcon Holdings’ land reserves, sustainable development capabilities, regional presence, market competitiveness, and brand influence, supporting future sales, revenue, and profit growth, in line with its strategic plan and shareholder interests.

6. Risk Warning and Key Notes

• The Acquisition Term Sheet is non-binding; completion depends on audits, valuation, negotiation, and necessary corporate approvals.
• If no formal agreement is signed within 180 days, the term sheet automatically terminates without liability (except confidentiality).
• The company will disclose progress and relevant decisions in a timely manner.

Investor Alert

• This proposed acquisition, if successful, could have a material positive impact on Centralcon’s future growth and asset quality, potentially affecting share price.
• However, significant uncertainty remains; investors should closely monitor updates and proceed with caution.

Disclaimer

This article is for information and analysis purposes only and does not constitute investment advice. Investments carry risk. Please pay attention to subsequent official agreements and disclosures.

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