Core Insights - Since January 2025, over 15 key executives or regional leaders have left Vanke, indicating significant management turnover [1][3] Group 1: Executive Departures - Yu Liang, former Chairman of the Board, left on January 27, 2025, and retired from all positions on January 8, 2026, marking a complete exit from Vanke [3] - Zhu Jiusheng, former CEO and President, also departed on January 27, 2025 [3] - Zhu Xu, former Board Secretary, left on January 27, 2025, and transitioned to the long-term rental apartment division [3] Group 2: Functional/Regional Leaders Departures - Xin Jie, former Chairman (January to October 2025) and Chairman of Shenzhen Metro Group, left on October 13, 2025 [4] - Yan Yong, former Chief Marketing Officer, departed in October 2025 to join Jianfa Real Estate [4] - Qi Qi, former Asset Management Head of the Development and Operations Department, left in July 2025 [4] - Li Yao, former Head of the Group Safety Management Center, left in December 2025 with an undisclosed future [4] - Guo Jixun, former Head of the Northwest Regional Headquarters, left in August 2025 [4] - Wang Boqun, former Partner of the Central China Regional BG, left in June 2025 to pursue entrepreneurship [4] - Zhao Xiaolei, former General Manager of the Guangzhou-Foshan area, plans to start a business in Shanghai after leaving in November 2025 [4] - Zheng Fang, former Design Director of the Zhejiang Company, left in the first half of 2025 to join Greentown China in the Zhejiang region [5] - Feng Jingjun, former Human Resources Head of the Xuzhou Company, left in 2025 for a cross-industry CHO role [5] - Chen Shujia, former Marketing Head of the Shenzhen Company, is set to join Yuexiu Real Estate in Guangzhou as Marketing Chief in January 2026 [5] - Sheng Pei, former Project Marketing Head of the Guangzhou Company, will also join Yuexiu Real Estate in Guangzhou as Deputy General Manager of Marketing in January 2026 [5] - Yuan Yuan, former General Manager of "Weijia" in the Shanghai region, will join China State Construction Engineering Corporation as Marketing Management Department General Manager in early 2026 [5]

Core Viewpoint - The company has conducted a special study on the fluctuations of real estate companies in Japan after the 1990s and their responses to economic cycles, emphasizing that overcoming industry cycles is not merely about replication but understanding the underlying logic to manage risks and meet market demands [1] Group 1 - The company is committed to continuously monitoring market changes and will explore business model innovations in conjunction with its resource endowments and industry shifts [1] - The company is currently advancing its reform and risk management efforts with full support from various stakeholders, aiming to build strength for future transformation and development [1]

Core Viewpoint - Vanke A has confirmed that it is in compliance with information disclosure regulations and currently has no significant information that should be disclosed but has not been [1] Group 1 - The company has responded to investor inquiries on its interactive platform [1] - The company emphasizes its commitment to fulfilling information disclosure obligations as per relevant regulations [1] - As of now, the company asserts that there are no undisclosed significant matters [1]

格隆汇3月18日丨万科海外(01036.HK)发布公告，公司将于2026年3月31日（星期二）在香港举行董事会 会议，藉以（其中包括）批准公司及其附属公司截至2025年12月31日止年度的全年业绩公告及其刊发以 及建议宣派末期股息（如有）。 ...

前言 2025年，房地产行业正式迈入"止跌回稳、品质升级"新发展阶段。中央持续深化房地产融资白名单制度，750多万 套历史遗留难交付住房完成交付，现房销售试点持续扩大，购房者信心实质性回升。 企业端，行业资产负债表实质性修复，交付格局呈现质升量稳的特征，头部房企交付规模企稳，出险房企兑现能力 显著恢复。房企从全流程交付体系搭建到室内、立面、公区全维度精工打磨，再到交付后体系化物业服务，实现 从"交付产品"向"交付生活方式"的深度跨越。 长期来看，交付力已拓展为全体系保障、全维度精工、全周期服务的综合能力，成为房企立足市场的根本基石，推 动行业全面转向品质竞争。 | PART 0 1 | 榜单发布 | | --- | --- | | 房企交付力TOP50 | | | 5 | 灰湖集团 | | --- | --- | | 6 | 融创中国 | | 7 | 万科地产 | | 8 | 招商蛇口 | | 9 | 越秀地产 | | 10 | 华发股份 | | 11 | 金地集团 | | 12 | 中国金茂 | | 13 | 建发房产 | | 14 | 新希望地产 | | 15 | 旭辉集团 | | 16 | 滨江集团 | ...

March 16, 2026 04:26 AM GMT China Property | Asia Pacific 2M Property Declines Softened; We See Deeper Drops in March Home sales posted a slightly milder y-y drop in 2M26, but the decline of construction activity widened. We see home sales dropping more deeply in March given the reactive policy stance, higher inventory, and renewed weakening of buyer sentiment. Milder sales decline in 2M26, as rebased national sales fell 20% y-y in value and 14% y-y in volume in 2M26 (vs. -24% and -16% y-y in December, resp ...

万科企业股份有限公司 登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：000002、299903 证券简称：万科A、万科H代 公告编号：〈万〉2026-024 本公司将于2026年3月31日召开董事会会议，审议本公司2025年度报告及财务报表等相关事项。 特此公告。 万科企业股份有限公司 董事会 二〇二六年三月十七日 关于董事会会议召开日期的公告 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。 根据《香港联合交易所有限公司证券上市规则》13.43条，董事会审议定期报告应预先披露董事会召开 日期；根据《深圳证券交易所股票上市规则》11.2.1条，信息披露需境内外同步披露。万科企业股份有 限公司（以下简称"本公司"）谨此公布： ...

股 票 研 藏在数据下的土地改善 [Table_Industry] 房地产 地产 1-2 月观察及数据点评 | [姓名table_Authors] | 电话 | 邮箱 | 登记编号 | | --- | --- | --- | --- | | 涂力磊(分析师) | 021-23185710 | tulilei@gtht.com | S0880525040101 | | 谢皓宇(分析师) | 010-83939826 | xiehaoyu@gtht.com | S0880518010002 | | 陈昭颖(分析师) | 021-23183953 | chenzhaoying@gtht.com | S0880525100002 | 本报告导读： | | | [Table_Invest] 评级： 增持 [Table_Report] 相关报告 房地产《第 11 周成交回升，倒逼存量盘活有利推 动供需平衡》2026.03.15 房地产《高质量发展筑基，新模式构建引领》 2026.03.13 房地产《第 10 周成交回升，保障和改善民生有利 释放刚改需求》2026.03.08 房地产《着力稳定房地产市场》2026.03.0 ...

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。 根据《香港联合交易所有限公司证券上市规则》13.43 条，董事会审议定期 报告应预先披露董事会召开日期；根据《深圳证券交易所股票上市规则》11.2.1 条，信息披露需境内外同步披露。万科企业股份有限公司（以下简称"本公司"） 谨此公布： 本公司将于 2026 年 3 月 31 日召开董事会会议，审议本公司 2025 年度报告 及财务报表等相关事项。 特此公告。 万科企业股份有限公司 关于董事会会议召开日期的公告 证券代码：000002、299903 证券简称：万科 A、万科 H 代 公告编号：〈万〉2026-024 万科企业股份有限公司 董事会 二〇二六年三月十七日 ...

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的內容概不負責，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 因依賴該等內容而引致的任何損失承擔任何責任。 CHINA VANKE CO., LTD.* 萬科企業股份有限公司 （於中華人民共和國註冊成立的股份有限公司 ） （股份代號：2202） 董事會召開日期 萬科企業股份有限公司（「本公司」）謹此公佈，本公司訂於2026年3月31日（星期二）舉 行本公司董事會（「董事會」）會議，藉以（其中包括）(i) 考慮及批准本公司及其附屬公 司截至2025年12月31日止之年度業績及其發佈；以及 (ii) 考慮及派付末期股息的建議（如有）。 萬科企業股份有限公司 董事會 中國，深圳，2026年3月17日 於本公告日期，董事會成員包括：非執行董事黃力平先生、胡國斌先生及雷江松先生； 執行董事王蘊女士；以及獨立非執行董事廖子彬先生、林明彥先生、沈向洋博士及張 懿宸先生。 * 僅供識別 ...