时隔不到一周，万科再度获得大股东深铁集团的"输血"支持。 8月5日晚间，万科发布公告称，经协商，公司第一大股东深圳市地铁集团有限公司（简称"深铁集团"） 将向其再提供不超过16.81亿元借款。 值得关注的是，这已是深铁集团年内第8次向万科提供借款支持。而上一次即7月30日晚间，万科公告称 获深铁集团8.69亿元借款。算上本次借款，深铁集团年内累计向万科提供的借款已达243.69亿元。 公告指出，截至目前，深铁集团持有公司27.18%股权，深铁集团构成公司的关联方。根据《深圳证券 交易所股票上市规则》等相关规定，本次关联交易事项构成公司应披露的关联交易。深铁集团此前向公 司提供62.49亿元借款并对8.9亿元借款予以展期，根据《深圳证券交易所股票上市规则》相关规定，深 圳证券交易所已同意豁免两笔借款提交公司股东会审议。 万科表示，本次股东借款将用于偿付公司在公开市场发行的债券本金与利息，以及经出借人同意的指定 借款利息。本次股东借款的利率遵循市场化原则，低于目前公司从金融机构借款的利率水平，充分体现 了大股东对公司的支持。本次关联交易事项不存在损害公司及中小投资者利益的情形，不会对公司本期 以及未来财务状况、经 ...

智通财经APP讯，万科A(000002.SZ)公告，公司第一大股东深圳市地铁集团有限公司(简称"深铁集团") 向公司再提供不超过16.81亿元借款。深铁集团此前向公司提供62.49亿元借款并对8.9亿元借款予以展 期，深圳证券交易所已同意豁免两笔借款提交公司股东会审议。 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 萬科企業股份有限公司 呈交日期: 2025年8月5日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 H | | | 於香港聯交所上市 (註1) | | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 02202 | 說明 | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | 法定/註冊股本 | | | 上月底結存 | | | 2,206,512,938 | RMB | | 1 RMB | | 2,206,512,938 | | 增加 / 減少 (-) | | | 0 | | | RMB | | 0 | | 本月底結存 | | | 2,206,512,938 | RMB | | 1 RMB | | 2,206,512,938 | FF301 II. 已發行股份及/或庫存股份變動 | ...

万科企业股份有限公司 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误导性 陈述或者重大遗漏。 一、关联交易概述 1．经协商，万科企业股份有限公司（以下简称"公司"或"万科"）第一 大股东深圳市地铁集团有限公司（以下简称"深铁集团"或"出借人"）向公司 再提供不超过16.81亿元借款（以下简称"股东借款"）。 关于深铁集团向公司提供不超过 16.81 亿元借款暨关联交易的公告 证券代码：000002、299903 证券简称：万科 A、万科 H 代 公告编号：〈万〉2025-111 2．截至目前，深铁集团持有公司27.18%股权，深铁集团构成公司的关联方。 根据《深圳证券交易所股票上市规则》等相关规定，本次关联交易事项构成公司 应披露的关联交易。深铁集团此前向公司提供62.49亿元借款并对8.9亿元借款予 以展期，根据《深圳证券交易所股票上市规则》相关规定，深圳证券交易所已同 意豁免两笔借款提交公司股东会审议。 3．公司第二十届董事会第二十一次会议于2025年8月5日审议通过了《关于 深铁集团向公司提供不超过16.81亿元借款的议案》，关联董事辛杰、黄力平、雷 江松对本次关联交易事项回避表决 ...

智通财经APP获悉，李宁-R(82331)、长城汽车-R(82333)、京东健康-R(86618)上一交易日沽空比率位于 前三位，分别为100.00%、100.00%、100.00%。腾讯控股(00700)、美团-W(03690)、小米集团-W(01810) 的沽空金额位居前三，分别为20.83 亿元、17.41 亿元、14.77 亿元。万科企业(02202)、统一企业中国 (00220)、京东健康-R(86618)的偏离值位居前三，分别为41.70%、40.05%、39.76%。 前十大沽空金额排行 备注：以上数据由智通机器人根据港交所数据，经过人工智能运算后自动生成，并不保证数据100%准 确；偏离值为当前股票的沽空比率与该股过去30天平均沽空比率的差值。 | 股票名称 | 沽空金额 | 沽空比率↓ | 偏离值 | | --- | --- | --- | --- | | 李宁-R(82331) | 5.98 万元 | 100.00% | 32.41% | | 长城汽车-R(82333) | 18.14 万元 | 100.00% | 26.80% | | 京东健康-R(86618) | 10.92 万元 | ...

Group 1 - Vanke Enterprise Co., Ltd. announced that its largest shareholder, Shenzhen Metro Group Co., Ltd., will provide a loan of up to 869 million yuan to the company [2][3] - This loan follows a previous loan of up to 6.249 billion yuan provided by Shenzhen Metro Group on July 3, marking the seventh loan provided by the group to Vanke this year [2][4] - The purpose of the loan is to repay the principal and interest of bonds issued in the public market, with a loan term until July 2, 2028, and a pricing benchmark based on the one-year Loan Prime Rate (LPR) [3] Group 2 - The total amount of loans provided by Shenzhen Metro Group to Vanke from early 2025 to the date of this announcement has reached 21.819 billion yuan, and with this new loan, the total will exceed 22.6 billion yuan [3][4] - The collateral for the loan includes office assets held by Shenzhen Vanke Development Co., Ltd. and Vanke Enterprise Co., Ltd., with a total book value of 1.2972 billion yuan and a collateral rate ranging from 50% to 70% [3]

近日，未可知人工智能研究院院长杜雨博士走进杭州运河万科中心，以 《AI抢饭碗时代，如何打造"AI免疫"的职业生涯？》 为题，带来了一场干 货与温度并存的沙龙分享，现场座无虚席。以下为三大核心观点速记，供未能到场的朋友一键收藏。 "这不是假设，而是已发生的现实。"杜雨用一张"剪刀差"曲线开场：过去五年，大模型推理成本下降了99%，而一线城市白领平均时薪却上涨了近 20%。"当两条曲线交汇，第一批被替代的岗位就会出现。我们必须正视，而不是掩耳盗铃。" 剪刀差已至： AI成本加速下降 VS 人力成本持续上涨 "不要和AI比算力，要和它比'漏洞'—— 人类最大的漏洞是情感，也是最大的护城河 。" 职场可以加速，生活必须减速 " AI把职场按下了快进键，但不代表我们要把这份焦虑带进生活。 "杜雨展示了自己的"双时钟"手机界面：工作区用番茄钟25分钟冲刺，生活区却 刻意关闭所有红点提醒。" 外面越是兵荒马乱，内心越要平静如水。 每天留30分钟给发呆、给散步、给读书，这才是对抗算法霸权的最小抵抗单 元。" — END — 标准答案让位机器， 模糊地带才是人的主场 "凡是有标准答案的地方，机器终将胜出；只有模糊地带，人类才能 ...

Core Insights - The real estate market in July experienced a seasonal decline in supply and demand, reflected in the sales performance of real estate companies [2][4] - The total sales amount of the top 100 real estate companies from January to July was 20,730.1 billion yuan, a year-on-year decrease of 13.3% [4] - The sales performance of leading real estate companies remained stable, with the top 10 companies showing a sales threshold increase of 5% year-on-year [2][4] Sales Performance - In July, the sales amount of the top 100 real estate companies decreased by 18.2% year-on-year [2][6] - The top three companies by sales in the first seven months were Poly Developments (1,632 billion yuan), Greentown China (1,368 billion yuan), and China Overseas Land & Investment (1,319 billion yuan) [3][4] - The number of "billion-dollar" real estate companies increased to five this year, with an average sales amount of 1,320.1 billion yuan [11] Market Trends - The overall transaction volume of new homes in 30 key cities was 836 million square meters in July, down from 1,034 million square meters in June [14] - The cumulative transaction volume for the first seven months remained roughly flat compared to the previous year [14] - The market is expected to see a low-level fluctuation in new home transactions, with a projected year-on-year decline of less than 5% [14] Policy and Future Outlook - The Central Political Bureau meeting emphasized the need for stable and flexible macroeconomic policies to boost market confidence [15] - Various cities have introduced new policies to enhance supply quality and meet diverse housing needs, including optimizing public housing loan policies [15] - The real estate market is still in a phase of adjustment, with structural opportunities in "good cities + good houses" expected to emerge [15]

Group 1: National Development and Reform Commission - The National Development and Reform Commission (NDRC) is conducting cost investigations in industries with significant "involution" competition to address issues of low-price disorder [1] - The NDRC aims to revise pricing laws and enhance policy communication to encourage companies to self-regulate their pricing behaviors [1] Group 2: Real Estate Market - Li Ka-shing's CK Asset Holdings is selling 400 properties in the Greater Bay Area starting from a total price of 400,000 HKD, attracting interest from Hong Kong buyers [2][4] - The price of the Huizhou Longpo Garden has dropped over 30% compared to the average price in 2020, making it a focal point for buyers [2] Group 3: Automotive Industry - Changan Automobile Group was established in just 56 days, aiming to become a top ten global automotive manufacturer by 2030, with a target of producing 5 million vehicles, including over 60% in new energy vehicles [5] Group 4: Technology Sector - Nvidia was summoned by the National Cyberspace Administration of China regarding security risks associated with its H20 chip, highlighting concerns over network and data security for Chinese users [4] Group 5: Consumer Electronics - Apple reported a record revenue of 94.04 billion USD for Q3 of fiscal year 2025, with a 10% year-on-year increase, driven by a 4% growth in revenue from the Greater China region [6] - The increase in sales is attributed to the implementation of national subsidies and significant price reductions on the iPhone 16 Pro series [6] Group 6: Duty-Free Retail - China Duty Free Group reported a 9.96% decline in revenue to 28.151 billion CNY and a 20.81% drop in net profit for the first half of 2025, despite an increase in market share in the Hainan duty-free market [7] - The upcoming full closure of Hainan Free Trade Port in December 2025 is expected to provide policy benefits and opportunities for the company [7] Group 7: Corporate Financing - Shenzhen Metro Group has provided Vanke with over 8.69 billion CNY in loans this year, bringing the total loans to over 22.6 billion CNY [8] Group 8: Competitive Landscape in Imaging Technology - DJI launched its first panoramic camera, the Osmo 360 8K, indicating a strategic move into the panoramic imaging market, which is currently dominated by Insta360 [8] - Insta360 is also entering the market with plans to release the world's first panoramic drone, intensifying competition between the two companies [8]

Group 1 - The land market remains active in 2025, with top 100 real estate companies acquiring land worth a total of 578.3 billion yuan from January to July, representing a year-on-year increase of 34.3% [1] - The top 10 real estate companies accounted for 43.5% of the total new value added, with Greentown China leading at 111.6 billion yuan, followed by China Overseas Property and Poly Developments at 93.5 billion yuan and 90.7 billion yuan respectively [1] - Competitive bidding for prime land in core cities is intense, with record-breaking floor prices, such as the 200,300 yuan per square meter for a land parcel in Shanghai's Xuhui District [1] Group 2 - Real estate companies are actively acquiring land during this "window period" to replenish their portfolios, driven by the release of premium and scarce land by local governments [2] - In July, the overall real estate market experienced a seasonal decline in supply and demand, with new home transaction volumes in 30 key cities totaling approximately 8.36 million square meters, remaining stable compared to the previous year [2] - Poly Developments led sales with 150.1 billion yuan in transaction volume, while Greentown China and China Overseas Property followed closely [2] Group 3 - The new home transaction volume is expected to continue fluctuating at low levels in August, with a projected year-on-year decline of less than 5% [3] - Core first- and second-tier cities may experience a temporary cooling, while some second-tier cities like Tianjin, Wuhan, and Nanjing could see a phase of recovery [3] - The real estate market is still in a phase of adjustment, with structural opportunities in "good cities + good properties" [3]