每经AI快讯，1月29日，万科A(000002.SZ)公告称，其2021年面向合格投资者公开发行住房租赁专项公 司债券(第一期)(品种二)将于2026年1月30日实施固定兑付安排，并支付本期债券申报回售部分本金的 40%及其自2026年1月22日至2026年1月29日期间的利息。债权登记日为2026年1月29日。 ...

万科企业股份有限公司 2021 年面向合格投资者公开发行住房租赁专项公司债券 （第一期）（品种二）分期兑付公告 证券代码：000002、299903、149358 证券简称：万科 A、万科 H 代、21 万科 02 公告编号：〈万〉2026-017 本公司及董事会全体成员保证公告内容的真实、准确和完整，对公告的虚假记载、 误导性陈述或者重大遗漏负连带责任。 重要提示： 分期兑付日：2026 年 1 月 30 日 计息期间：2026 年 1 月 22 日至 2026 年 1 月 29 日 根据《关于召开万科企业股份有限公司 2021 年面向合格投资者 公开发行住房租赁专项公司债券（第一期）（品种二）2026 年第一次 债券持有人会议的通知》《关于召开万科企业股份有限公司 2021 年面 向合格投资者公开发行住房租赁专项公司债券（第一期）（品种二） 2026 年第一次债券持有人会议的补充通知》《关于召开万科企业股份 有限公司 2021 年面向合格投资者公开发行住房租赁专项公司债券 （第一期）（品种二）2026 年第一次债券持有人会议的补充通知（二）》 1 （以下合称《会议通知》）及《关于万科企业股份有限公司 20 ...

近日，建设银行（601939）、万科A、金风科技（002202）、电子城（600658）等头部企业，相继宣布 主动撤回或终止公募REITs的发行申请。 中国证券报记者了解到，近期多个公募REITs的"战略性撤退"，或是监管新规落地、市场环境变化及企 业自身战略调整共同作用的结果，也预示着公募REITs市场正从"扩容提速"转向更加注重资产质量、估 值逻辑深度重构的新发展阶段。 多家公司撤回REITs申报 1月23日，建设银行公告称，前期，该行附属公司建信住房作为原始权益人，以建信住房持有的保障性 租赁住房项目申报发行公募REITs。该项目于2024年3月获中国证券监督管理委员会和上海证券交易所 受理。为进一步整合项目资源，优化运营管理，该项目的基金管理人和专项计划管理人主动申请撤回申 报材料。截至2026年1月23日，该项目已终止申报审核流程。 图片来源：建设银行公告 建设银行表示，本次终止申报审核，不会对该行的经营活动和财务状况产生不利影响。 记者就该项目终止的原因、未来发展规划等问题向建设银行发函采访。截至记者发稿，该行未予以明确 回应。记者注意到，此次公募REITs撤回或正处于建信住房经营发展的关键阶段， ...

人民财讯1月29日电，港股收盘，恒生指数涨0.51%，恒生科技指数跌1%。内房股大涨，融创中国涨超 29%，世茂集团涨超23%，碧桂园涨超16%，万科企业涨超8%。半导体板块下跌，华虹半导体跌超 5%，中芯国际跌超2%。 转自：证券时报 ...

对比万科巅峰时期近2000亿元的现金储备，当前规模已缩水至三分之一，凸显其资金链的脆弱性。 为解决即时兑付缺口，万科再次获得深圳地铁的流动性支持。根据同步发布的关联交易公告，深圳地铁将以2.34%的年利率向万科提供不超过23.6亿元的三 年期借款，专项用于偿还公开市场债券本息。 1月27日，万科接连发布多份公告，引发市场高度关注。 此前，万科多笔境内债券到期后未能按时兑付本息，涉及金额达数十亿元，尽管公司提出展期方案，但多次债权人会议均未获通过，显示市场对其偿债能力 的担忧。 | 万科A：关于深铁集团向公司提供不超过23.6亿元借款暨关联交易的公告 | 借贷 | 2026-01-28 | | --- | --- | --- | | 万科A:关于在交易商协会被露《关于2022年度第五期中期票据贯限期内本息偿付安排的公告》的... | 其他 | 2026-01-28 | | AND AND AND TANI ANTERRETH | | AUSTRA | | 万科A:第二十届華事会第三十次会议决议公告oney.com eastmoney.com 董事会决议公告 | | 2026-01-28 | | 万科A：关于在交 ...

Core Viewpoint - The real estate sector has experienced a significant surge in both A-shares and Hong Kong stocks, indicating a potential shift in market dynamics and investor sentiment [1][5][9]. Group 1: Real Estate Sector Performance - A-shares real estate ETF rose nearly 3%, while Hong Kong's property stocks surged over 6%, with notable increases in companies like Sunac China and Hongyang Real Estate, both rising over 20% [1][5]. - Specific stock performances included China Aoyuan up 27.4%, Sunac China up 23.3%, and Hongyang Real Estate up 22.58% [5][6]. - The overall performance of the real estate sector suggests a clean clearing of chips, with low valuations attracting investor interest [9]. Group 2: Market Dynamics and Signals - The rise in real estate stocks coincides with a notable increase in the liquor sector, indicating structural volatility in the market as these sectors are seen as lagging behind in previous downturns [1][9]. - The recent surge in commodities, including gold and copper, reflects heightened inflation expectations, which could impact sectors like AI negatively [2][9]. - The performance of 30-year treasury futures has been unexpectedly strong, suggesting a complex market narrative that does not align with traditional economic theories regarding inflation and bond prices [3][9]. Group 3: Policy and Regulatory Environment - Reports indicate that several real estate companies are no longer required to report "three red lines" metrics monthly, suggesting a more lenient regulatory environment [7]. - Analysts believe that recent policy adjustments, such as the reduction of the value-added tax on second-hand homes and the lowering of commercial property loan down payments, may support a stabilization in the real estate market [7].

本文源自：金融界AI电报 万科企业(02202.HK)早盘盘尾涨幅扩大至10%。 ...

港股碧桂园股价上涨15%，万科股价上涨7.2%。 ...

Group 1 - The core viewpoint of the article highlights the strong performance of Hong Kong real estate stocks, with notable increases in share prices for several companies [1] Group 2 - Sunac China experienced a rise of over 20% in its stock price [1] - Kaisa Group and China Aoyuan both saw their stock prices increase by more than 15% [1] - Other companies such as R&F Properties, Vanke Enterprises, and Yuexiu Property also reported significant gains [1]

Investment Rating - The industry rating is "Positive," indicating that the overall return of the industry is expected to exceed the CSI 300 Index by more than 5% in the next six months [9]. Core Insights - The real estate sector is experiencing a mixed performance, with the Shanghai Composite Index and Shenzhen Component Index rising by 0.18% and 0.09% respectively, while the Shenwan Real Estate Index fell by 0.93% [3]. - The first land auction of 2026 in Ningbo includes four plots in the Yinzhou District, with a total starting price of over 2.916 billion yuan and a total area of 109,200 square meters [5]. - The individual stock performance within the real estate sector shows significant gains for companies like Shunfa Hengye (7.59%) and Jingneng Real Estate (4.52%), while companies like Shangshi Development (-4.83%) and Rongfeng Holdings (-4.76%) faced declines [4]. Market News - Ningbo has officially launched the auction for four plots in the Baihe Future Community, with a total construction area of approximately 300,000 square meters and a starting floor price of 9,723 yuan per square meter [5]. - Financial Street Holdings completed the issuance of its first medium-term notes for 2026, with a total planned and actual issuance amount of 1.4 billion yuan, at an interest rate of 3.05% [6]. - China Overseas Macro Group announced the issuance of corporate bonds not exceeding 5 billion yuan, with the current issuance scale capped at 1 billion yuan [7].