下一位是谁？ 昔日地产板块的配套行业，正在成为房企核心人才的新赛场。 1月27日，保利物业的四条公告打破了物管行业的平静，这距离该公司上一次关键人事变动已过去三年。2023年1月，吴兰玉接任董事长，姚玉成空降出任 总经理。 而此次，因工作调整辞任总经理的姚玉成，其职位由47岁的王英男接棒，后者履历几乎贯穿地产开发全链条。 头部物企的人事变动并非行业孤例，随着地产行业的深度调整，拥有稳定现金流的物业板块反而成了"香饽饽"，越来越多地产高管也开始转投物企。据 《每日经济新闻》记者（以下简称每经记者）统计，仅2026年以来，保利物业、建业新生活、弘阳服务已陆续迎来了地产背景高管。 地产大佬去物业 2026年开年，多位地产老将集体奔赴物管赛道。 1月27日，保利物业连发四条公告，官宣管理层换血，深耕地产领域15年的王英男接棒姚玉成出任总经理。 事实上，约半个月前，保利发展将运营管理中心与产品管理中心合并为不动产运营中心，集团架构调整的信号刚释放，王英男调任的消息便已传开。 中国企业资本联盟副理事长柏文喜向每经记者指出，保利物业这一架构调整，标志着集团层面已打破开发与运营的职能壁垒，物业板块引入地产高管，是 组织架构变 ...

Investment Rating - The report rates the real estate sector as "Overweight" [4] Core Insights - The industry is expected to stabilize as supply decreases and quality improves, with new and old drivers working together to push the market towards a bottoming out [2] - Key cities are anticipated to find a balance in sales by 2026, although long-tail cities will continue to drag down overall performance, albeit at a reduced rate [2] Summary by Sections 2025 Industry Review - The industry faced a significant downturn in sales and investment, with actual sales area data falling below previous lower predictions due to overly optimistic expectations for third and fourth-tier cities [8] - The decline in new construction and investment was more pronounced than expected, with new construction area growth at -20.4% and completion area growth at -18.1% [10][24] 2026 Industry Outlook - The focus will be on high-quality development, with key cities expected to stabilize sales. The central economic work conference emphasized stabilizing the real estate market and encouraging the acquisition of existing properties for affordable housing [7][9] - Investment growth is projected to be slow, with construction area growth expected between -5.8% and -10.2%, and corresponding investment growth between -4.0% and -12.5% [10][11] - The report predicts that the sales amount for 2026 could vary under optimistic, neutral, and pessimistic scenarios, with forecasts of 2.6%, -4.9%, and -11.4% respectively [10] Policy Focus - The main pressures on the industry will stem from investment growth challenges, with expectations for interest rate cuts and asset recovery policies to support the sector [10][11] - The report highlights the importance of monitoring the implementation of policies related to interest rate reductions, asset recovery, and urban renewal [10][11] Sales and Investment Predictions - The report provides a detailed forecast for 2026, indicating that the total sales area is expected to stabilize between 7-8 billion square meters, driven by improving demand and urban renewal initiatives [44][50] - The sales amount and land acquisition trends are expected to reflect a continued focus on quality and strategic development in key urban areas [50][55]

Group 1 - Poly Property announced a framework agreement for the second phase of parking space agency services with its controlling shareholder, Poly Development Holdings, effective for three years from the date of approval at the extraordinary general meeting [1] - Poly Development Holdings holds a 72.289% stake in Poly Property, making this transaction a continuing connected transaction that requires disclosure and independent shareholder approval [1] - The agreement stipulates that Poly Property will provide exclusive agency services for the rental and sale of parking spaces to Poly Development Holdings, with a maximum annual deposit limit of 2 billion yuan from 2026 to 2029, and agency service fees capped at 500 million yuan for 2026-2028 and 125 million yuan for 2029 [1]

Group 1 - Poly Property Service Co., Ltd. announced multiple personnel changes, including the resignation of Mr. Yao Yucheng as Executive Director and General Manager effective January 27, 2026, due to work adjustments [1] - Mr. Wang Yingnan has been approved by the board to serve as the new General Manager starting January 27, 2026, with his term lasting until the current board's term ends [1] - Mr. Yao confirmed that there are no disagreements with the board and no other matters related to his resignation that need to be brought to shareholders' attention [1] Group 2 - Mr. Wang Yingnan, aged 47, has held various positions in the real estate sector since 2002, including roles at Huagao Laisi International Real Estate Consulting and Beijing Yahu Real Estate Agency before joining Poly Development Holdings in 2010 [2] - Mr. Wang has served in several key positions within Poly Development, including General Manager of various subsidiaries and Chairman of Poly Heren Real Estate Investment Consulting Co., Ltd. [2] - The current co-secretary of the company, Mr. Yin Chao, will no longer serve as Board Secretary and Co-Secretary due to work adjustments, with Mr. Liu Long approved to take over these roles effective January 27, 2026 [2] Group 3 - Mr. Liu Long joined Poly Property in November 2020 and has held various managerial positions, including Group Vice General Manager from January 2023 to June 2025 [3] - Prior to joining Poly Property, Mr. Liu worked at China Resources Land and Hunan Poly Real Estate Development Co., Ltd., where he held several positions in investment management and operations [3] - Mr. Liu has also served as General Manager of Guangzhou Poly Guomao Investment Co., Ltd. from June 2025 to January 2026 [3]

格隆汇1月27日丨保利物业(06049.HK)公告，于2026年1月27日，公司与保利发展控股订立《第二期车位 代理框架协议(续)》，期限自《第二期车位代理框架协议(续)》于临时股东大会审议通过日起计三年。 ...

Core Viewpoint - Poly Property (06049) announced the resignation of Mr. Yao Yucheng from his positions as Executive Director, General Manager, and member of the Strategic and Sustainable Development Committee, effective January 27, 2026 [1] Group 1: Management Changes - Mr. Wang Yingnan has been approved by the Board of Directors to serve as the General Manager, effective from January 27, 2026, until the current Board's term ends [1] - Mr. Wang has also been nominated by the controlling shareholder, Poly Development (600048), to be a candidate for Executive Director, pending approval at the upcoming extraordinary general meeting [1] - Mr. Yin Chao, one of the current Joint Company Secretaries, will no longer serve as the Board Secretary and Joint Company Secretary due to work adjustments [1] - Mr. Liu Long has been approved by the Board to take over as Board Secretary and Joint Company Secretary, effective January 27, 2026 [1]

Core Viewpoint - Poly Property (06049) announced the resignation of Mr. Yao Yucheng from his positions as Executive Director, General Manager, and member of the Strategy and Sustainability Committee, effective January 27, 2026 [1] Group 1 - Mr. Wang Yingnan has been approved by the Board of Directors to serve as the General Manager, effective from January 27, 2026, until the current Board's term ends [1] - Mr. Wang has also been nominated by the controlling shareholder, Poly Development Holdings Group Co., Ltd., as a candidate for Executive Director, pending approval at the upcoming extraordinary general meeting [1] - The current co-secretary of the company, Mr. Yin Chao, will no longer serve as the Board Secretary and co-secretary due to work adjustments [1] Group 2 - Mr. Liu Long has been approved by the Board to take over as the Board Secretary and co-secretary, effective January 27, 2026 [1]

Core Viewpoint - Poly Property (06049.HK) announced the signing of the "Second Phase Parking Space Agency Framework Agreement (Renewal)" with Poly Development Holdings, effective for three years from the date of approval at the extraordinary general meeting [1] Group 1 - The agreement is set to commence from the date it is approved at the extraordinary general meeting [1] - The duration of the agreement is three years [1]

POLY PROPERTY SERVICES CO., LTD. 保利物業服務股份有限公司 劉平先生 劉智慧先生 獨立非執行董事 王小軍先生 譚燕女士 張禮卿先生 董事會設立四個董事會委員會，下表提供各董事會成員在該委員會中所擔任的職 位： （於中華人民共和國註冊成立的股份有限公司） （股份代號：06049） 董事名單與其角色和職能 保利物業服務股份有限公司董事會（「董事會」）成員載列如下： 執行董事 吳蘭玉女士 （董事長） 非執行董事 | 董事 | 委員會 | | | | | --- | --- | --- | --- | --- | | | 審核委員會 薪酬委員會 | | 提名委員會 | 戰略與可持續 發展委員會 | | 吳蘭玉女士 | – | – | C | C | | 劉平先生 | – | – | M | M | | 劉智慧先生 | M | – | – | – | | 王小軍先生 | M | C | M | – | | 譚燕女士 | C | M | M | M | | 張禮卿先生 | M | M | M | M | 附註： C 有關董事會委員會的主席 M 有關董事會委員會的成員 中國廣州，2026年1 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告之內容概不負責，對其準確性 或完整性亦不發表任何聲明，並明確表示，概不對因本公告全部或任何部分內容而產生或因倚 賴該等內容而引致之任何損失承擔任何責任。 (3)變更董事會秘書及聯席公司秘書 變更總經理及董事辭任 保利物業服務股份有限公司（「本公司」）謹此宣佈，姚玉成先生（「姚先生」）由於 工作調整原因申請辭去本公司執行董事、總經理及戰略與可持續發展委員會委員 等職務，自2026年1月27日起生效。根據本公司《公司章程》的相關規定，王英男 先生（「王先生」）獲本公司董事會（「董事會」）審議批准出任本公司總經理，任期 由2026年1月27日起至本屆董事會任期屆滿之日止。 姚先生已確認，其與董事會並無任何意見分歧，亦無任何有關其辭任的其他事項 須提請股東垂注。本公司對姚先生在任職期間為本公司及董事會工作做出的貢獻 表示衷心感謝。 POLY PROPERTY SERVICES CO., LTD. 保利物業服務股份有限公司 （於中華人民共和國註冊成立的股份有限公司） （股份代號：06049） (1)變更總經理及董事辭任 (2)建議變更董事 及 建議變更董事 本公司 ...