1月8日晚，万科A公告称，因到龄退休，郁亮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。 公告称，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。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合交易所有限公司关注。郁亮的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。 截至本公告披露日，郁亮持有公司股票 7,394,945 股。按照1月8日万科A收盘价4.9元/股计算，这些股票市值超过3600万元。 郁亮是万科的创业元老，服务万科整整36年。据万科官网，郁亮1965年出生于江苏，1988年毕业于北京大学国际经济学系，获学士学位；后于1997年获北京 大学经济学硕士学位。1990年加入万科，1992年任公司董秘，1994年起任公司董事，1996年任万科企业股份有限公司副总经理，1999年任公司常务副总经理 兼财务负责人，2001年任公司总经理（总裁）。 天眼查App显示，近日 ...

万科2027年到期美元债势创3个月最大跌幅，该公司3.975%债券每1美元跌3.5美分，至38.7美分。 ...

2026年3月23日星期一 | 25277.32 | -0.88 | -1.38 | | --- | --- | --- | | 8574.07 | -1.40 | -3.81 | | 4872.38 | -2.48 | -11.67 | | 119.81 | -1.08 | -2.96 | | 3957.05 | -1.24 | -0.30 | | 13866.20 | -0.25 | 2.52 | | 4567.02 | -0.35 | -1.36 | | 45577.47 | -0.96 | -5.17 | | 21647.61 | -2.01 | -6.86 | | 6506.48 | -1.51 | -4.95 | | 22380.19 | -2.01 | -8.62 | | 7665.62 | -1.82 | -5.94 | | 9918.33 | -1.44 | -0.13 | ➢ 美伊互不相让；美加息预期抬头。A 股大幅下跌，上证指数收跌1.24%报 3957.05点；深证成指跌0.25%，创业 板指涨1.3%。能源金属、光伏设备勉 强收涨。港股继续下跌，香港恒生指 数收跌0.88%报2527 ...

天眼查App显示，近日，万科A（000002）发生工商变更，郁亮卸任法定代表人，由黄力平接任。 万科 企业股份有限公司成立于1984年5月，注册资本约109.95亿人民币，经营范围包括兴办实业、进出口业 务、房地产开发等。股东信息显示，该公司由深圳市地铁集团有限公司、HKSCC NOMINEES LIMITED、香港中央结算有限公司等共同持股。据媒体报道，今年1月，万科发布公告称，因到龄退 休，郁亮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，辞职后将不再担任 万科任何职务。 ...

固定收益 | 动态跟踪 短端将持续受益，二永债还需等待 信用债市场周观察 研究结论 风险提示 政策变化超预期；货币政策变化超预期；经济基本面变化超预期；信用风险暴露超预 期；数据统计可能存在遗误 | 报告发布日期 | | --- | 报告发布日期 2026 年 03 月 23 日 | 齐晟 | 执业证书编号：S0860521120001 | | --- | --- | | 香港证监会牌照：BXF200 | | | qisheng@orientsec.com.cn | | | 010-66210535 | | | 杜林 | 执业证书编号：S0860522080004 | | dulin@orientsec.com.cn | | | 010-66210535 | | | 王静颖 | 执业证书编号：S0860523080003 | | wangjingying@orientsec.com.cn | | | 021-63326320 | | | 徐沛翔 | 执业证书编号：S0860525070003 | | xupeixiang@orientsec.com.cn | | | 021-63326320 | | | 20 ...

丨证券研究报告丨 行业研究丨行业周报丨房地产 [Table_Title] 核心城市房价行至何处？ ——房地产行业周度观点更新 报告要点 [Table_Summary] 经历明显下跌之后，当前核心城市正处传统旺季，房价亦有一定修复，后续怎么看？1）趋势上 可能仍有压力。理性视角下，房租增长预期是住房定价的核心矛盾，房租不增长或低增长背景 下，住房持有回报率与机会成本仍有倒挂，购房自住成本仍明显高于租房。2）结构上可能分化 加大。部分高总价的稀缺房产将受益于通胀交易，核心区域部分低总价房产的租金回报率已具 备一定优势，与月供负担较为接近，对刚需群体的吸引力明显提升。3）斜率上可能逐步趋缓。 房价调整的时间和空间已不算小，买卖双方的心态均有一定缓和，行业最悲观的时候正在过去。 分析师及联系人 [Table_Author] SAC：S0490520040001 SAC：S0490525060001 SFC：BUV416 刘义 侯兆熔 请阅读最后评级说明和重要声明 %% %% 止跌回稳的政策目标对市场预期曾有明显提振，但去年 4 月以来边际下行压力再次加大，政策 阈值逐步临近，改善和稳定房市预期具备战略意义，产业政策宽 ...

[Table_Page] 投资策略周报|房地产 证券研究报告 [Table_Title] 房地产开发与服务 26 年第 12 周 楼市热度维持高涨，核心城市企稳可期 [Table_Summary] 核心观点： [Table_Grade] 行业评级 买入 前次评级 买入 报告日期 2026-03-22 [Table_PicQuote] 相对市场表现 -14% -6% 1% 9% 16% 24% 03/25 06/25 08/25 10/25 01/26 03/26 房地产 沪深300 | [分析师： Table_Author]郭镇 | | | --- | --- | | | SAC 执证号：S0260514080003 | | | SFC CE No. BNN906 | | | 021-38003639 | | | guoz@gf.com.cn | | 分析师： | 邢莘 | | | SAC 执证号：S0260520070009 | | | 021-38003638 | | | xingshen@gf.com.cn | | 分析师： | 谢淼 | | | SAC 执证号：S0260522070007 | | | ...

Core Insights - The report indicates that the real estate market remains robust, with stabilization expected in core cities [1] - The industry rating is maintained at "Buy" [2] Policy Overview - The central bank has kept the Loan Prime Rate (LPR) unchanged, while local governments are optimizing housing fund policies, including subsidies for home purchases in cities like Shaoxing [6][17] - Local policies include increased housing fund withdrawal limits and adjustments to down payment ratios for commercial properties [19][21] Transaction Performance - New home transaction volume in 49 cities reached 350.85 million square meters, a week-on-week increase of 20.2%, but a year-on-year decrease of 14.1% [22][23] - Second-hand home transactions have shown a week-on-week increase of 2.3%, marking five consecutive weeks of growth [22] Market Sentiment - The new home supply has decreased by 22% week-on-week, while the transaction volume has exceeded the new supply, indicating improved absorption rates [6] - The average price of second-hand homes is stable at 10,176 yuan per square meter, with expectations for positive price trends in the coming month [6] Land Market Performance - Land supply has increased, with transaction revenue from residential land in 300 cities reaching 21.5 billion yuan, a month-on-month increase of 2.0% [6] - The land transaction area was 7.2 million square meters, with a weekly transaction conversion rate of 64% [6] Company Valuation and Financial Analysis - Major companies in the sector, such as Vanke A and China Overseas Development, maintain a "Buy" rating with reasonable values set at 7.64 yuan and 16.02 yuan per share, respectively [7] - The report highlights the financial metrics of various companies, including EPS and PE ratios, indicating potential investment opportunities [7] C-REITs Market Overview - The C-REITs sector saw a slight decline in the comprehensive return index by 0.06%, with 39 out of 78 REITs experiencing gains [6]

看好 —— 地产及物管行业周报（2026/3/14-2026/3/20） 房地产 2026 年 03 月 21 日 《求是》再度强调房地产是居民财富重要来源 相关研究 《房地产行业 2026 年投资策略：潮平待 风起，扬帆更远航》 2025/11/17 《好房子的另类破局之道，引领核心城市 五重共振——好房子专题报告系列之三》 2025/09/10 证券分析师 袁豪 A0230520120001 yuanhao@swsresearch.com 顾铮 A0230525120002 guzheng@swsresearch.com 研究支持 顾铮 A0230525120002 guzheng@swsresearch.com 联系人 顾铮 A0230525120002 guzheng@swsresearch.com 本期投资提示： 评 证 券 究 报 告 请务必仔细阅读正文之后的各项信息披露与声明 1.1 新房成交量 本研究报告仅通过邮件提供给 博时基金 博时基金管理有限公司(researchreport@bosera.com) 使用。1 行 业 及 产 业 行 业 研 究 / 行 业 点 研 ⚫ 地产行业数据：新房 ...

Core Viewpoint - The company, Diou Water, is accepting non-cash asset settlements from 19 real estate companies, including Longfor Group and Vanke, to offset debts totaling 155 million yuan, with a total asset value of 161 million yuan being used for this purpose [1][2] Group 1: Debt Settlement Details - The company will accept completed and under-construction properties as debt repayment, with the total value of these properties amounting to 161 million yuan, including VAT [1] - The debt repayment will involve two methods: either through a written agreement for property registration or by selling the properties to repay the debt [1] - The company has confirmed that all debtors are clients of its ceramic and sanitary ware business and have no related party transactions with the company or its major stakeholders [1] Group 2: Asset Valuation and Financial Impact - An asset evaluation company has assessed the properties involved in the debt settlement, determining their value at 64.55 million yuan as of January 31, 2026 [2] - There is a discrepancy between the assessed value of the properties (64.55 million yuan) and the debt amount (94.52 million yuan), leading the company to consider this non-cash settlement as a prudent approach to mitigate accounts receivable risks [2] - The board of directors has approved this debt settlement strategy, which has been previously utilized, with a cumulative non-cash debt settlement amounting to approximately 783 million yuan from May 2024 to April 2025 [2]