001965SZSE

2026 Annual Tracking Rating Report of China Merchants Highway Network Technology Holdings Co., Ltd.

✨ AI Summary

This report presents the annual tracking rating for China Merchants Highway Network Technology Holdings Co., Ltd., maintaining a credit rating of AAA with a stable outlook. Key factors supporting this rating include the company's strong competitive position and improved financial structure. However, a decline in toll revenue is noted as a potential risk. The rating will be monitored periodically, with adjustments made as necessary based on performance.

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Full Translation

AI Translation· azure_openai

Issuer and Rating Results

Issuer: China Merchants Highway Network Technology Holdings Co., Ltd.
Rating Result: AAA / Stable
Tracked Debt Instruments and Rating Results:

Debt InstrumentRatingPrevious RatingPrevious Rating ValidityIssuance Amount / Debt Balance (Billion)DurationSpecial Terms
17 Zhaoluxing 02AAAAAAUntil 2025/5/27102017/08/07~2027/08/07--
25 Zhaoluxing KY01AAAstiAAAstiUntil 2025/10/1515.50 / 15.502025/10/23~2027/10/23(2+N) Renewal Option, Deferred Interest Payment, Redemption, Subordination of Payment
25 Zhaoluxing KY02AAAstiAAAstiUntil 2025/11/1717.50 / 17.502025/11/27~2027/11/27(2+N) Renewal Option, Deferred Interest Payment, Redemption, Subordination of Payment

Tracking Rating Reasons

According to international practices and regulatory requirements, China Chengxin International is required to conduct tracking ratings of the company's bonds during their duration to monitor their risk levels. This rating is a periodic tracking rating.

Rating Opinion

The tracking maintains the previous rating conclusions for the issuer and debt instruments, primarily based on the significant geographical advantages of the company's controlled and invested road assets, strong competitiveness, and a further decline in the capitalization ratio, indicating a relatively stable financial structure. However, China Chengxin International also notes that a decline in toll revenue may impact the company's operations and overall credit status.

Rating Outlook

China Chengxin International believes that the credit level of China Merchants Highway Network Technology Holdings Co., Ltd. will remain stable over the next 12 to 18 months.

Factors for Rating Adjustment

  • Potential Upward Adjustment Factors: Not applicable.
  • Potential Downward Adjustment Factors: A decline in the company's status, significant reduction in toll road operation scale or toll revenue that is difficult to recover in the short term; significant deterioration of debt repayment indicators; substantial contraction of financing channels.

Positive Factors

  • The company's controlled road assets occupy important geographical locations, mainly along national and provincial main roads, demonstrating clear location advantages.
  • The company's controlled and invested road assets maintain strong competitive strength.
  • The total capitalization ratio has further declined during the tracking period, indicating a relatively stable financial structure.

Concerns

  • The company's toll revenue has declined due to the impact of construction and expansion of the Jing-Jin-Tang expressway and adjacent road sections, leading to traffic diversion.

Project Leader: Zhong Ting
Email: tzhong@ccxi.com.cn
Project Team Members: Wang Zhao
Email: zhwang02@ccxi.com.cn
Rating Director: Phone: (027) 87339288

Main Financial Overview

Note:

  1. This report is based on the audited financial reports for 2023 and the projected reports for 2024-2025, issued by Xinyong Zhonghe Accounting Firm and KPMG Huazhen Accounting Firm, respectively.
  2. China Chengxin International adjusts the interest-bearing portions of other current liabilities to short-term debt and the interest-bearing portions of long-term payables and other non-current liabilities to long-term debt.
  3. Data cited in this report, unless otherwise specified, are based on China Chengxin International's statistical standards, with "--" indicating not applicable or incomparable data.

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