Core Viewpoint - Vanke has announced the election of Huang Liping as the new chairman following the resignation of Xin Jie, who has been missing for 23 days. The company emphasizes that this change will not affect the board's operations or daily business activities [1][4]. Group 1: Leadership Changes - Xin Jie resigned from his position as non-executive director and chairman due to personal reasons and will no longer hold any position at Vanke [1]. - Huang Liping, the new chairman, has a strong engineering background and has been involved with Vanke's board since June 2021, which is expected to ensure continuity in governance [9][12]. Group 2: Xin Jie's Background - Xin Jie, born in 1966, had a diverse career spanning various sectors, including real estate and management, before taking on leadership roles at Vanke and Shenzhen Metro Group [5][7]. - He joined Vanke's board in July 2020 and became chairman in October 2023, implementing significant organizational changes during his tenure [8]. Group 3: Financial Support and Challenges - Shenzhen Metro Group, Vanke's largest shareholder, has provided substantial financial support, totaling 25.941 billion yuan in loans at a low interest rate of 2.34% to stabilize Vanke amid ongoing liquidity challenges [13]. - Despite the support, Shenzhen Metro Group reported a revenue decline of 21.67% in the first half of 2025, indicating its own financial pressures [14]. Group 4: Vanke's Performance and Strategy - Vanke achieved a revenue of 105.3 billion yuan in the first half of 2025, with a sales return rate of 100% and a high project turnover rate [15]. - The company has successfully managed to pay off all public debts due in 2023 and has implemented strategies to optimize its existing assets, generating significant cash flow [14][15].

【导读】辛杰辞任万科董事长，黄力平接任 中国基金报记者 南深 10 月 13 日早间，万科在深港两地交易所同时公告，公司董事会于 2025 年 10 月 12 日收 到公司董事长辛杰提交的书面辞职报告。因个人原因，辛杰申请辞去公司董事、董事长职 务，辞职后将不再担任公司任何职务。辛杰的辞职报告自送达公司董事会之日起生效。 万科称，鉴于上述情况，董事会同意选举黄力平为公司第二十届董事会董事长，任期从董事 会审议通过之日起至第二十届董事会任期届满止。同时选举黄力平为公司法定代表人，公司 将按照法定程序办理相应的工商变更登记。黄力平 1968 年出生，现任万科董事、审计委员 会委员，深铁集团党委副书记、董事、总经理。 今年 1 月 27 日，身为深铁集团党委书记、董事长的辛杰，以 " 救火队长 " 身份，取代郁亮 出任万科董事长，此次辞任距其上任还不到 9 个月。 彼时万科表示，因 2024 年度业绩预告亏损额较大，公司流动性遇到阶段性困难。为有效化 解风险，切实保护购房人、债权人、投资人的利益，董事会决定充实经营管理力量，利用大 股东深铁集团在内的各方资源优势，进一步聚焦主业，加快融资模式转型，更好推动公司稳 健 ...

Core Viewpoint - Vanke's delayed announcement regarding the resignation of former chairman Xin Jie and the appointment of Huang Liping as the new chairman has raised concerns in the market about the company's communication and response to unexpected situations [1][3]. Group 1: Company Announcement - The resignation of Xin Jie was rumored for some time, and the official announcement was made on October 13, stating it was due to personal reasons, with Huang Liping appointed as the new chairman [3]. - The timing of the announcement, coming after significant public speculation, has led to questions about the company's transparency and the reasons behind Xin Jie's departure [3][4]. Group 2: Market Reaction - The market is particularly sensitive to information timeliness, especially in the real estate sector, which is currently undergoing adjustments [3]. - The lack of proactive communication from Vanke during this period of speculation has amplified market uncertainties regarding the company's future direction and management stability [3][4]. Group 3: Importance of Communication - For long-term investors, a company's ability to respond to unexpected events and maintain transparency is often more critical than short-term performance [4]. - The need for Vanke to improve its communication strategy is emphasized, particularly during key industry periods, to maintain investor confidence [4].

Core Viewpoint - The recent leadership change at Vanke, with Xin Jie resigning as chairman and Huang Liping taking over, is expected to ensure continuity and stability in the company's operations amidst ongoing reforms and challenges [3][4]. Leadership Transition - Xin Jie has resigned from his position as chairman of Vanke, with Huang Liping elected as the new chairman [3]. - Huang Liping, who has been a board member, is familiar with the company's operations, which is seen as beneficial for maintaining stability [4]. Company Performance and Stability - Vanke has made significant progress in its reform efforts this year, supported by various stakeholders including the Shenzhen government and major shareholders [5]. - The company successfully met all its public debt obligations in the first half of the year, with no foreign public debt maturing before 2027 [5]. - Vanke expresses confidence in its ability to navigate challenges in the second half of the year, bolstered by support from financial institutions and state-owned shareholders [5].

Core Viewpoint - The resignation of Xinjie as chairman of Vanke and the appointment of Huang Liping as the new chairman is a significant leadership change aimed at stabilizing the company amid ongoing challenges [1][2][3] Group 1: Leadership Change - Xinjie submitted his resignation as chairman of Vanke on October 12, 2025, citing personal reasons, and will no longer hold any position within the company [1] - Huang Liping, previously a board member and the deputy secretary of the Party Committee at Shenzhen Metro Group, has been elected as the new chairman of Vanke [2] - The transition is expected to ensure continuity and stability within the company, as Huang is familiar with Vanke's operations [2] Group 2: Company Performance and Strategy - Vanke has made progress in risk management and reform, with all public debts due in the first half of 2025 being repaid on time, and no overseas public debts maturing before 2027 [3] - The company reported a revenue of 105.3 billion in the first half of 2025, with residential sales revenue nearing 70 billion and a sales collection rate of 100% [3] - Vanke's projects have shown strong performance, with over 45,000 units delivered and a sales absorption rate exceeding 90% in multiple locations [3] Group 3: Market Reaction - Following the announcement of the leadership change, Vanke A shares fell approximately 3.4%, with a market capitalization of around 77.7 billion, while H shares dropped about 4.6% [3]

10月13日，万科公告，辛杰辞去万科董事长。此时，是他担任深铁一把手的第八年，出任万科董事的第 五年，出任万科董事长的第260天。 如果不是曾兼任万科董事长，辛杰的起落可能不会引发如此强烈关注。 此次公告辞职之前，于深铁、万科的官方动态中，辛杰已有一段时间未见消息。9月下旬，网络曝出多 名万科员工署名按手印的公开信，要求万科退还跟投款项。公开信点名希望辛杰回应，但无论是万科还 是辛杰，均报以之沉默。 辛杰的上一次公开露面，还要追溯到万科股东大会，在会上，他向投资者表示，要竭尽所能、全力以 赴，共同推动公司重归健康发展轨道。 现在，辛杰至少不能以万科董事长的身份看到万科回到健康发展轨道了。 辛杰1966年出生，属马，今年59岁，这是国企领导十分敏感的年龄。倒在59岁这个门槛上的领导干部不 在少数。 从沈阳工业大学的一名普通毕业生，到南下闯深圳的一分子，经由基层岗位一路擢升，成为深圳庞大国 资体系中排名第三的深铁集团的一把手，又在房企标杆万科遭遇困难之际临危受命，辛杰也算有过高光 时刻。 据知情人士说，辛杰的"做派"，多少有些复杂，既有果决、擅权，甚至专横的一面，又有低调、谨慎的 一面。人性的复杂，便是如此。 深 ...

来源丨凤凰网财经《公司研究院》 作者丨王迪 10月13日，万科发布公告，公司董事长辛杰因个人原因提交书面辞职报告，第二十届董事会第二 十四次会议已选举黄力平担任董事长。 而在此之前，据多家自媒体报道，9月18日，深圳地铁集团党委书记、董事长兼万科集团董事长辛 杰在一场会议中被带走，截至发稿，已失联逾20天。 谁也想不到，被视为万科"救火队长"的辛杰，竟会在将万科救出水火之前，自己先身陷失联与辞职 风波。 言犹在耳，这位代表深圳国资的"救火队长"却意外缺位，让本就 深陷债务危机的万科未来走向， 横生变数 。 01 从华强北地标缔造者，到万科危机中的掌舵人 在深圳华强北的霓虹光影中，圣廷苑酒店曾是辉煌的代名词。它既是华强北从电子集市蜕变为全球 科技中心的见证者，也是辛杰的成名之作。 （图源：官网） 一位接近万科的知情人士向 凤凰网财经《公司研究院》 透露："万科作为上市公司，一直没公告 主要是担心影响股价，所以公告消息才较晚公布。" 尽管万科官网目前仍保留着辛杰的职务信息，但这场人事地震的影响正在扩散。 多方人士向 凤凰网财经《公司研究院》 透露，辛杰失联的消息其实在深圳很早就传开了。对于 辛杰失联一事， 凤凰网 ...

| < w | 万科企业(2202) | | | | --- | --- | --- | --- | | 集合竞价 10-13 09:20:08 通 | | | | | 4,970 万得 | | | | | 盘口 -0.240 -4.61% 换 0.10% 市值 804亿 市净 0.28. | | | | | A股 6.52 -0.23 -3.41% 溢价(A/H) +43.77% | | | | | 分时 五日 | | | | | 鲁加 均价:4.970 盘口 成交 | | | | | 5.470 4.99% 卖10 5.070 8300(2) | | | | | 卖9 5.060 3.30万(4) | | | | | 5.050 1.50万(2) | | 378 | | | 5.040 1.30万(1) | | 37 | | | 5.030 -- (0) | | 三6 | | | 0.00% [买5 5.020 5000(1) 5.210 | | | | | 卖4 5.010 -- (0) | | | | | 5.000 40.40万(14) | | 323 | | | 327 | | | 4.990 3 ...

Core Viewpoint - Vanke Enterprises announced the resignation of its chairman, Xin Jie, due to personal reasons, and Huang Liping has been elected as the new chairman [1] Company Summary - Vanke Enterprises has made a leadership change with the resignation of chairman Xin Jie [1] - Huang Liping has been appointed as the new chairman following the decision made in the 24th meeting of the 20th Board of Directors [1]

2025年4月，辛杰首次以万科集团董事长身份亮相公开场合；6月27日，万科召开2024年度股东大会，辛 杰作为深铁及万科集团董事长出席并主持会议。 10月13日上午，万科发布公告称，董事会于10月12日收到公司董事长辛杰提交的书面辞职报告。 公告显示，辛杰因个人原因申请辞任公司非执行董事及董事长职务，辞任后不再担任万科任何职务。同 时，第二十届董事会第二十四次会议选举黄力平担任董事长，任期自董事会审议通过之日起至公司第二 十届董事会任期届满之日止。 2025年1月27日，万科公告称，由深圳地铁集团党委书记、董事长辛杰接替郁亮担任万科第二十届董事 会主席。万科称，为有效化解风险，切实保护购房人、债权人、投资人的利益，董事会决定充实集团经 营管理力量，利用大股东深圳市地铁集团有限公司在内的各方资源优势，推动万科稳健经营。 万科集团官网显示，辛杰于1966年出生，现年59岁。其于1988年获沈阳工业大学工学学士学位；2005年 获香港理工大学工商管理硕士学位；现为正高级工程师、高级经济师。 从过往从业经历看，辛杰曾先后供职于深圳圣廷苑酒店有限公司、深圳市长城投资控股股份有限公司、 深圳市天健（集团）股份有限公司。在 ...