002717SZSE
🚨 Material Event

Report on the 13th Temporary Trustee Management Affairs for the Convertible Bonds Issued by Lingnan Ecological Culture and Tourism Co., Ltd. in 2026

*ST Lingnan Co., Ltd.··10 pages

✨ AI Summary

This report outlines the trustee management affairs related to the convertible bonds issued by Lingnan Ecological Culture and Tourism Co., Ltd. It highlights significant risks, including the inability to repay the bonds on time and the company's deteriorating financial condition, with a reported net loss of approximately 2.34 billion yuan in 2025. The report emphasizes the potential for stock delisting and ongoing litigation risks affecting the company's operations.

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Full Translation

AI Translation· azure_openai

Important Statement

This report is prepared by the bond trustee, GF Securities Co., Ltd. (hereinafter referred to as "GF Securities"), based on the "Management Measures for Convertible Corporate Bonds," the "Trustee Management Agreement" between Lingnan Ecological Culture and Tourism Co., Ltd. and GF Securities regarding the publicly issued convertible bonds in 2018 (hereinafter referred to as the "Trustee Management Agreement"), and the "Prospectus for the Public Issuance of Convertible Corporate Bonds" (hereinafter referred to as the "Prospectus"), along with other relevant public information disclosure documents and professional opinions from third-party intermediaries. GF Securities has not independently verified the contents and information quoted from the aforementioned documents and does not guarantee or assume any responsibility for the truthfulness, accuracy, and completeness of such quoted contents and information. This report does not constitute a recommendation for investors to take or refrain from any action; investors should make independent judgments regarding related matters and should not rely on any content in this report as a commitment or statement made by GF Securities. Under no circumstances shall GF Securities be liable for any actions or inactions taken by investors based on this report.

Risk Warning

  1. Risk of Inability to Repay "Lingnan Convertible Bonds" on Time
    According to the company's announcement regarding the inability to repay the principal and interest of "Lingnan Convertible Bonds" (Announcement No. 2024-113), the company's current cash funds are insufficient to repay the "Lingnan Convertible Bonds," and the bonds cannot be repaid on time. As disclosed in the company's announcement regarding the credit rating of the company and related bonds (Announcement No. 2024-119), the credit rating agency has downgraded the company's long-term credit rating to C and the credit rating of "Lingnan Convertible Bonds" to C. The overdue status of "Lingnan Convertible Bonds" may affect other creditors' confidence in the company, further weakening the company's financing ability and exacerbating its cash flow difficulties. If the company fails to resolve this issue properly, it may face further lawsuits, arbitration, frozen bank accounts, frozen assets, and may also need to pay related penalties, late fees, and interest, which will impact the company's operations and increase financial costs, further intensifying cash flow pressure and affecting the company's performance for the year. Additionally, overdue debts may lead to the company's delisting. If not resolved properly, it will affect the company's reputation in the capital market, investor confidence, and further impact the company's stock price. The company may be forced to delist due to triggering mandatory delisting conditions.

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