据《澎湃新闻》报道，龙光集团(03380.HK) 向债权人公布其整体境内债务重组方案。该重组方案涵盖“H8龙控05”、“H9龙控01”、“H9龙控02”、“H1龙控01”等21只境内债券，本金余额合计219.62亿元人民币(下同)，提供折价购回、资产抵债、债转股、特定资产和全额展期留债等五个选项。其中，选项一为龙光集团拟筹集不超过5亿元现金资源，以债券面值15%的价格向持有人进行折价购回。
选项二为资产抵债，包括实物资产抵债和财产权信托份额抵债两种模式。资产抵债项目包括龙光自持商业、写字楼、酒店及可出售住宅等。资产抵债模式为，投资人按每100元债券面值可以申报登记25元价值的实物资产，投资人以债券份额直接兑换实物资产，兑换后享有最大灵活性；信托模式为，每100元债券面值可以申报登记30份信托份额，投资人通过信托份额享有多项资产的收益权，同时龙光为信托设置到期收购安排。信托期限预计第三至五年分配资金，并有0.5%的头部现金。
选项三为债转股，龙光集团拟增发不超过5.3亿股普通股股票，利用该部分定增股票抵偿境内债券份额，转股价为每股6港元，与境外方案一致。
第四个是特定资产选项，龙光拟依托上海某商业项目，通过设立信托等合法方式，让债券持有人享有该项目的收益权。
第五个是展期留债，未参与其他选项的债券剩余本金展期9.5年，利息调整为1%，自第五年期末开始分期兑付。(ta/a)(港股报价延迟最少十五分钟。沽空资料截至 2025-03-18 12:25。)
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