截至2026年1月8日，郁亮持有万科股票约739.5万股。（中经记者 陈婷 深圳报道） #万科郁亮退休#【万科郁亮辞职】1月8日晚间，万科（000002.SZ）公告因到龄退休，郁亮于当日向万 科董事会提交了书面辞职报告，申请辞去公司董事、执行副总裁职务。辞去上述职务后，郁亮将不再担 任公司任何职务。 ...

公开资料显示，郁亮1965年出生，已满60周岁。郁亮1990年加入万科，1994年起任公司董事，1996年任 公司副总经理，1999年任公司常务副总经理兼财务负责人，2001年至2018年1月任公司总裁，2017年7月 至2025年1月任公司董事会主席，2025年1月起，任公司执行副总裁。 当前，正值万科债务与流动性博弈的关键时刻。1月7日，作为召集人的浦发银行、交通银行发布关于召 开万科2022年度第四期"22万科MTN004"、第五期"22万科MTN005"中期票据2026年第一次持有人会议 的通知，合计涉及57亿元债券的展期相关事项审议。 2025年1月底，大股东深铁集团派驻管理团队进入万科，此后多次"输血"。2025年11月11日，万科再次 公告，深铁集团将提供不超过16.66亿元借款。至此，深铁集团向万科的借款金额已经超过300亿元。 毁誉人去后，在万科"破局"的关键时刻，年仅60岁、深耕万科多年的郁亮，是否真的能做到安然退休 呢？市场拭目以待。 责编：ZB 长江商报消息 ●长江商报记者 贺梦洁 综合报道 万科"郁亮周期"正式画上句号，这位在万科服务长达36年的核心人物宣告辞职。 1月8日晚间，万科 ...

Group 1 - Iran's internet services experienced a nationwide disruption, linked to ongoing protests [2][14] - The U.S. stock market showed mixed results, with the Dow Jones up by 0.55% and the Nasdaq down by 0.44% [5] - International oil prices surged, with WTI crude oil rising by 4.59% to $58.56 per barrel [6] Group 2 - China National Petroleum Corporation and China Aviation Oil announced a restructuring approved by the State Council [14] - Xiaomi's CEO Lei Jun announced an additional investment of 200 billion yuan in R&D over the next five years, following a previous commitment of 100 billion yuan [16] - Vanke A announced the resignation of its executive vice president Yu Liang due to retirement, marking a significant leadership change [17] Group 3 - The Ministry of Industry and Information Technology held a meeting to regulate the competition order in the power and energy battery industry, involving major companies like CATL and BYD [10] - The State Administration for Market Regulation conducted interviews with leading photovoltaic companies to address monopoly risks and ensure compliance with market regulations [11] - Guangzhou's government plans to accelerate the development of five strategic industries, including artificial intelligence and semiconductors [10]

Group 1 - Vanke's executive vice president, Yu Liang, resigned due to reaching retirement age, effective immediately, with no disagreements with the board, indicating a smooth transition in management [1] - The company needs to expedite the selection of new board members to maintain governance stability and focus on risk mitigation and performance recovery during the industry recovery period [1] Group 2 - Country Garden announced the early cash repayment of three bonds, allowing them to resume trading, marking a significant step in their debt restructuring process [2] - Investors should monitor the company's debt management and operational recovery in line with industry trends [2] Group 3 - Rongqiao Group reached a debt extension agreement with China Everbright Bank, adjusting the maturity dates of several debts, reflecting the complexity of debt management in the current market [3] - The company must prioritize cash flow management and expedite debt negotiations to avoid further risks [3] Group 4 - Guangzhou R&F Properties reported overdue debts totaling 38.7 billion yuan, primarily due to unfulfilled obligations on various financial instruments [4] - The company is actively communicating with creditors and developing solutions to address the growing overdue debt issue [4] Group 5 - Nanjing's housing market saw a total of 130,000 transactions in 2025, with a stable market performance supported by government subsidies and promotional events [5] - The "buy new, sell old" policy effectively stimulated demand, contributing to a balanced market operation [6]

1月8日晚间，万科A（000002）公告，因到龄退休，郁亮于2026年1月8日向公司董事会提交了书面辞职 报告，申请辞去公司董事、执行副总裁职务。辞去上述职务后，郁亮将不再担任公司任何职务。 证券时报记者 阮润生 根据《万科企业股份有限公司章程》等规定，郁亮的辞职报告自送达公司董事会之日起生效。 （原标题：因到龄退休 万科郁亮辞职） 另外，万科A表示，郁亮已确认与公司董事会无任何意见分歧，亦无其他事项需提请公司股东、债权 人、深圳证券交易所或香港联交所关注。郁亮辞职不会导致公司董事会成员低于法定人数，不会影响公 司董事会的正常运作和公司的日常经营。公司董事会将按照法定程序尽快完成董事的补选工作。 截至公告披露日，郁亮持有公司股票739.49万股。 公开资料显示，郁亮，1965年出生，1988年获北京大学学士学位，1997年获北京大学经济学硕士学位。 郁亮于1990年加入万科，1994年起任公司董事，1996年任公司副总经理，1999年任公司常务副总经理兼 财务负责人，2001年至2018年1月任公司总裁，2017年7月至2025年1月任公司董事会主席，2025年1月 起，任公司执行副总裁。 2025年11月2 ...

Group 1 - The U.S. stock market showed mixed results, with the Dow Jones rising by 0.55% and the Nasdaq falling by 0.44% [5] - Major technology stocks experienced declines, with Intel down over 3% and Nvidia down over 2% [5] - Chinese concept stocks mostly rose, with the Nasdaq China Golden Dragon Index increasing by 1.09% [5] Group 2 - International oil prices surged, with WTI crude oil rising by 4.59% to $58.56 per barrel [7] - Gold prices also increased, with spot gold up by 0.48% to $4477.88 per ounce [7] Group 3 - China National Petroleum Corporation and China Aviation Oil Corporation announced a merger approved by the State Council [17] - This merger is expected to benefit industry consolidation and resource optimization, promoting high-quality development in the energy sector [17] Group 4 - The Ministry of Commerce is conducting an evaluation of Meta's acquisition of the AI platform Manus, focusing on compliance with laws and regulations [10] - The Ministry emphasized the importance of legal compliance in cross-border investments and technology exports [10] Group 5 - The Ministry of Industry and Information Technology held a meeting to regulate competition in the power and energy storage battery industry, involving major companies like CATL and BYD [11][12] - The meeting aimed to strengthen market supervision and prevent overcapacity risks [11] Group 6 - Nestlé (China) is recalling specific batches of infant formula due to safety concerns, with the government urging compliance to protect consumer rights [18] - This incident may impact consumer confidence and emphasizes the need for strict quality control in the infant formula industry [18] Group 7 - Xiaomi plans to invest an additional 200 billion yuan in research and development over the next five years, reinforcing its commitment to technological advancement [19] - This investment is expected to enhance Xiaomi's competitive edge in the smartphone and AI ecosystem [19] Group 8 - Vanke A announced the resignation of its executive vice president due to retirement, indicating potential management changes within the company [21] - This leadership transition is likely to attract market attention regarding succession planning [21] Group 9 - Moore Threads released an updated version of its distributed training simulation tool, enhancing compatibility and modeling accuracy for AI training frameworks [23] - This upgrade is expected to promote technological independence and industrial application in the AI sector [23] Group 10 - Huiyuan Group announced a complete takeover of its brand and core business operations after a failed restructuring due to investment breaches [25] - This development raises concerns about consumer and investment confidence, highlighting compliance risks in the industry [25]

Group 1 - The U.S. stock market showed mixed results, with the Dow Jones rising by 0.55% and the Nasdaq falling by 0.44% [3] - Major technology stocks mostly declined, with Intel down over 3% and Nvidia down over 2% [3] - Chinese concept stocks generally rose, with the Nasdaq Golden Dragon China Index increasing by 1.09% [3] Group 2 - The U.S. initial jobless claims for the previous week were reported at 208,000, slightly below the expected 210,000 [4] - International oil prices surged, with WTI crude oil rising by 4.59% to $58.56 per barrel [4] - Gold prices also increased, with spot gold up by 0.48% to $4,477.88 per ounce [4] Group 3 - The European stock indices closed mixed, with Germany's DAX up by 0.02% and the UK's FTSE 100 down by 0.04% [5] - The Chinese government announced a restructuring between Sinopec and China Aviation Oil, which is expected to enhance industry integration and resource optimization [15] - Nestlé (China) is recalling specific batches of infant formula, with the government emphasizing the importance of consumer safety [16] Group 4 - Xiaomi plans to invest an additional 200 billion yuan in research and development over the next five years, reinforcing its commitment to technological advancement [17] - Vanke A announced the resignation of its executive vice president due to retirement, indicating potential management changes [18] - Moore Threads released an updated version of its distributed training simulation tool, enhancing its capabilities in AI model training [19] Group 5 - Huiyuan Group announced a complete takeover of Beijing Huiyuan due to the failure of a restructuring plan, raising concerns about consumer and investment confidence [21] - Shanghai Mobile denied allegations of coercing customers into service agreements, emphasizing its commitment to customer relations [23] - The National Development and Reform Commission and other departments held a meeting to regulate the competition order in the power and energy storage battery industry [9]

Core Insights - The article discusses the journey of Vanke under the leadership of Yu Liang, highlighting his personal and professional milestones over the past decade, including his recent resignation as chairman [1][13]. Group 1: Leadership Transition - Yu Liang, who has been a significant figure at Vanke for 35 years, is stepping down as chairman, marking a pivotal change for the company [1][13]. - There are indications that Yu Liang had considered resigning from all positions as early as 2025 but was persuaded to stay [1]. Group 2: Company Performance - Under Yu Liang's leadership, Vanke's revenue grew from 297.7 billion yuan in 2018 to 500 billion yuan in 2022, showcasing a strong performance trajectory [9]. - In 2017, Vanke reported a revenue of 242.9 billion yuan, a year-on-year increase of 1.01%, and a net profit of 28.052 billion yuan, up 33.44% [6]. Group 3: Strategic Vision - Yu Liang aimed to transform Vanke from a traditional real estate company into a platform-oriented enterprise, emphasizing diversification beyond real estate [9]. - Despite facing skepticism from shareholders regarding this diversification strategy, Yu Liang defended it by referencing Vanke's historical attempts at related business ventures [9]. Group 4: Personal Journey and Philosophy - Yu Liang's personal achievements, such as climbing Mount Everest and running marathons, reflect his commitment to a disciplined and active lifestyle, which he integrated into Vanke's corporate culture [7][9]. - He has expressed a desire for Vanke to maintain its core values and not lose its identity amid diversification efforts, countering perceptions that his leadership lacks the idealism of his predecessor, Wang Shi [10]. Group 5: Industry Context - The article notes that Vanke has been proactive in navigating industry challenges, such as the liquidity crisis faced by many real estate companies in 2021, and has emphasized the importance of sustainable growth [11][12]. - Yu Liang's leadership has been characterized by a focus on efficiency and a keen awareness of market conditions, as evidenced by Vanke's strategic land acquisitions during competitive market periods [11].

Core Viewpoint - The retirement of Yu Liang marks the end of an era for Vanke, transitioning from a period of rapid growth to significant challenges in the real estate industry [2][8]. Group 1: Leadership Transition - Yu Liang has officially retired after 36 years at Vanke, submitting his resignation on January 8, 2025, and will no longer hold any position within the company [2]. - He has played a crucial role in transforming Vanke from a regional player with annual revenue of less than 3 billion to an industry leader with peak annual sales exceeding 600 billion and total assets reaching 1.4 trillion [2]. - Following Yu's retirement, Vanke's management structure shifted from a "manager-led" model to a "state-owned enterprise-led" mixed ownership model, with Shenzhen state-owned assets taking full control [5]. Group 2: Industry Context and Challenges - The real estate sector has undergone a significant transition, with Yu Liang identifying various phases such as the "golden era," "silver era," and "black iron era," reflecting the industry's evolving landscape [3]. - Vanke is facing deep-rooted challenges, with a projected loss of 45 billion for 2024, marking its largest annual loss in history [4]. - As of the end of Q3 2025, Vanke's interest-bearing debt stood at 362.93 billion, while cash reserves were only 65.68 billion, indicating a tight cash flow situation [7]. Group 3: Strategic Initiatives and Risks - Yu Liang's leadership introduced a partnership mechanism that provided a model for shared responsibility within the company, which was crucial during the "Baowan dispute" [6]. - Despite efforts to streamline operations and mitigate risks, Vanke has struggled with cash flow issues, leading to a reliance on shareholder loans from Shenzhen Railways to address debt repayment risks [7]. - On the day of Yu's retirement, Vanke announced a positive development, reaching an agreement with domestic lenders to adjust quarterly interest payments to annual payments, allowing for deferral of similar payments until September of the current year [9].

Core Viewpoint - The retirement of Yu Liang marks a significant transition for Vanke, a leading player in China's real estate industry, as he steps down after 36 years of service, leaving behind a company facing substantial debt challenges and a need for strategic direction [1][9]. Group 1: Yu Liang's Career and Contributions - Yu Liang joined Vanke in 1990 and quickly rose through the ranks due to his financial expertise, becoming a key figure in the company's transformation and growth [2][5]. - Under his leadership, Vanke became the first real estate company in China to achieve over 100 billion yuan in sales, reaching 108.16 billion yuan in 2010, and maintained its position as an industry leader for several years [3][6]. - Yu Liang's strategic foresight was evident when he introduced the "Ten-Year 1000 Billion Plan" and the "5986 Model," which helped Vanke navigate market fluctuations and achieve significant sales growth [3][4]. Group 2: Challenges Faced by Vanke - Despite past successes, Vanke has faced increasing financial pressures, particularly highlighted by a net loss of 49.478 billion yuan in 2024, raising concerns about its debt management and overall financial health [8][12]. - The company is currently dealing with urgent debt extension issues, with multiple bonds approaching maturity and a need for investor consensus on extension proposals [10][11]. - Analysts suggest that Vanke's future direction is uncertain, especially as it transitions from a market-driven enterprise to one influenced by major shareholders, indicating a shift in corporate governance and strategy [12].