午后，万科股债集体异动。 万科A涨停，成交额超30亿元；港股万科企业涨超15%。 "22万科MTN004"是万科在2022年12月发行的中期票据，到期日期为2025年12月15日。该笔中票余额为 20亿元，票面利率为3%。作为该票据的存续期管理机构，浦发银行此前宣布将召开持有人会议，审议 表决该票据展期的相关事项。 最新披露的最终议案共有三项议案对应三个选项，三项议案关于票据本金部分均为"展期12个月且无首 付"，区别主要在利息支付以及增信措施： 议案一，约定展期前已经产生的利息也将延期12个月支付，该议案明确表示"本次调整中期票据本息兑 付安排不构成违约事项"； 议案二，要求展期前已经产生的利息正常兑付（即2025年12月15日兑付），并要求追加投资人可接受的 增信措施，包括但不限于"深圳市地铁集团有限公司或投资人可接受的其他深圳国企提供的全额不可撤 销连带责任担保或其他抵质押措施"； 万科境内债"23万科01""21万科04""21万科06""22万科02"均涨超30%。 A股方面，创业板指翻红，此前一度跌超2%，全市场超2500只个股上涨。 12月5日，浦发银行作为召集人如期披露"22万科MTN004" ...

Group 1 - Hong Kong's property stocks experienced a significant rally in the afternoon session on December 10, with Vanke Enterprises (02202.HK) rising over 13% [1] - Shimao Group (00813.HK) and Sunac China (01918.HK) both increased by more than 9%, while Ronshine China (03301.HK) saw an increase of over 8% [1] - China Jinmao (00817.HK) and Jin Hui Holdings (09993.HK) both rose by more than 7%, and Country Garden (02007.HK) increased by over 5% [1]

12月10日午后，万科A突然雄起，直线拉升涨停，港股万科企业暴涨约15%。 值得关注的是，万科首个展期债券"22万科MTN004"的债权人大会今日召开，将讨论债券展期事宜。 与此同时，地产板块强势拉升。截至发稿，世联行、华夏幸福等多股涨停。 | 房地产 ▼ | | | | --- | --- | --- | | 1887.22 2.10% | | | | 成分股 星金 简况(F10) 资金 | | 分析 新闻 | | 名称/代码 | 最新 = | 涨幅 ◆ 5日涨幅 ◆ > | | 世联行 | | 3.17 +10.07% -1.55% | | 002285 園 | | | | 首板 最终涨停13:26 | | | | 万 科A | | 5.25 +10.06% +4.79% | | 000002 融 | | | | 人气龙头 2 | | | | 财信发展 | 3.98 | +9.94% +2.31% | | 000838 園 | | | | 领涨龙头2 首板 最终涨停13:29 | | | | 华夏幸福 | 2.66 | +9.92% -0.75% | | 600340 融 | | | | 广宇集团 | 3 ...

万科 票面利率为3.53%的人民币债券将于15:27复牌。 ...

Core Viewpoint - The creditor meeting for Vanke's first bond extension, "22 Vanke MTN004," is crucial for the company's financial relief efforts, with three proposals on the agenda, including two new ones that enhance the likelihood of reaching a consensus among stakeholders [1] Group 1 - The creditor meeting is set to discuss the bond extension matters, which are vital for Vanke's financial stability [1] - The meeting includes three proposals, with two being newly added compared to previous market expectations, facilitating a unified agreement among parties [1] - Following the news, Vanke A shares experienced a strong surge, hitting the daily limit, while Vanke-related bonds showed active performance [1] Group 2 - Market sentiment is notably optimistic regarding fiscal interest subsidies, which are expected to support the stabilization of the real estate market [1]

Core Viewpoint - The A-share market is experiencing a slight decline, with the Shanghai Composite Index at 3889.60 points, down 0.51% and trading volume at 1.426994 trillion yuan, indicating a mixed performance among stocks [1]. Group 1: Market Performance - The Shanghai Composite Index is currently below its five-day moving average, reflecting a bearish sentiment in the market [1]. - A total of 400 A-shares have surpassed their five-day moving average today, with notable stocks showing significant deviation rates [1]. Group 2: Notable Stocks - Jin Dao Technology (301279) has the highest deviation rate at 14.74%, with a daily increase of 20.01% and a turnover rate of 8.58% [1]. - Shen Nong Agriculture (300189) follows closely with a deviation rate of 12.46%, a daily increase of 20.07%, and a turnover rate of 50.54% [1]. - Kangzhi Pharmaceutical (300086) shows a deviation rate of 8.44%, with a daily increase of 14.44% and a turnover rate of 25.99% [1]. - Other notable stocks include Xingfu Electronics (688545) with an 8.32% deviation rate and a daily increase of 11.57%, and Shenkai Co. (002633) with an 8.01% deviation rate and a daily increase of 10.02% [1].

REDD：出席债券持有人会议的投资者表示，如果投资者不投票赞成万科延长12月15日到期的债券到期日的提议，万科将利用招股说明书提及的5天宽限期，与投资者进行谈判。 https://t.co/8d7Md5FjeH外汇交易员 (@myfxtrader):彭博：万科12月15日到期的20亿元境内债券持有人在周三上午10:00在线召开会议，并将于周五对万科提出的展期一年方案进行投票。万科最初计划是推迟债券兑付12个月，且没有任何前期支付或分期付款。万科代表最近联系了部分持有人，表示也愿意支付这只债券的部分利息。 ...

来源：股市直击 12月10日消息，指数午后回升，三大股指跌幅收窄。板块方面，午后地产股回暖，万科A午后直线拉升 封涨停；海南本地股冲高，神农种业20cm涨停，欣龙控股、罗牛山等多股涨停；大消费板块活跃，永 辉超市、中央商场、美凯龙涨停；下跌方面，AI应用板块大面积飘绿，胜宏科技跌幅居前；消费电子 板块持续调整，福蓉科技领跌。总体来看，两市个股跌多涨少，下跌个股超3400只。 截至发稿，沪指报3889.77点，跌0.51%，深成指报13243.13点，跌0.26%，创指报3183.14点，跌0.82%。 盘面上，海南自贸区、海南、贵金属板块涨幅居前；培育钻石、AI PC、其他电源设备板块跌幅居前。 ...

万科票面利率为3.53%的人民币债券将于15:27复牌。 ...

Group 1 - The Hong Kong stock market saw a collective surge in property stocks, with Vanke Enterprises rising by 17% [1] - Sunac China and Jin Hui Holdings both increased by over 11% [1] - Other notable gains included Agile Group, Shimao Group, and China Jinmao, which all rose by over 9%, while Country Garden increased by over 7% [1] - Oceanwide Holdings, R&F Properties, and CIFI Holdings all saw increases of over 6% [1]