| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 000609 | ST中迪 | 7.54 | -5.04% | 16.65万 | 1.29亿 | | 600340 | 化夏幸福 | 1.63 | -4.68% | 184.47万 | 3.05亿 | | 000608 | *ST阳光 | 3.23 | -4.15% | 25.04万 | 8322.59万 | | 600246 | 万通发展 | 13.05 | -3.48% | 75.98万 | 10.04亿 | | 600638 | 新黄浦 | 7.24 | -3.34% | 15.56万 | 1.14亿 | | 000036 | 保联控股 | 6.05 | -3.04% | 77.73万 | 4.72亿 | | 600736 | 苏州高新 | 7.32 | -2.79% | 75.97万 | 5.67亿 | | 002305 | *ST南置 | 2.24 | -2.61% | 27.90万 | 6305.90万 | | 600376 | 首开股 ...

专题：万科集团前任董事长郁亮，被爆失联半月 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 有接近万科的人士向《国际金融报》记者透露，内部确有传闻称郁亮辞职没几天就配合调查了。 国际金融报 1月28日，有媒体报道称，万科前任董事会主席、执行副总裁郁亮"似乎已失联半月"。《国际金融报》 记者据此向万科方面求证，相关人员表示，目前公司没有回应。 20天前，万科一纸公告官宣了郁亮的离任，公告中提到因到退休年龄，郁亮当日向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，自此不再担任公司任何职务。 当时的公告中，没有对郁亮长达35年的万科生涯表达谢意，这令外界嗅到一丝异常。 郁亮于1990年加入万科，最初负责证券事务，随着万科B股挂牌发行开始崭露头角，逐步升任。1994 年，郁亮担任董事，1996年任副总经理，2001年正式出任总经理，进入万科权力中心，成为仅次于王石 的"二号人物"。 这也意味着，万科的两笔境内债成功展期，即两笔债券均需提供不超过10万元"固定兑付安排"、1月底 兑付扣除"固定兑付安排"后本金的40%、剩余60%展期一年。 到2017年，深圳地铁集团"入主"万科 ...

但随着房地产行业逐步下行，"优等生"万科也陷入困境。去年，一直与郁亮搭班子的原总裁祝九胜被传 配合调查，后被媒体曝出已被采取刑事强制措施。彼时，外界皆好奇这场风波会不会波及郁亮。 如今，答案似乎已经揭开。有媒体在报道中提到，祝九胜与郁亮都曾执掌过万科旗下的金融平台——万 科财务顾问公司，且祝九胜在主事期间，可能借道万科财务顾问公司操纵链接万科上市公司体系内外的 资金。 "影子万科"质疑之外，万科早年启动的跟投机制也是一大疑虑。据悉，郁亮于2014年在万科内部正式推 行事业合伙人制度，并启动开发业务的项目跟投机制，作为配套激励措施之一。 近些年，万科旗下部分项目出现亏损，或开发迟滞，导致员工的跟投资金难以收回。据报道，这些收不 回的跟投款亦是郁亮此次失联的导火索之一。 有接近万科的人士向《国际金融报》记者透露，内部确有传闻称郁亮辞职没几天就配合调查了。 20天前，万科一纸公告官宣了郁亮的离任，公告中提到因到退休年龄，郁亮当日向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，自此不再担任公司任何职务。 当时的公告中，没有对郁亮长达35年的万科生涯表达谢意，这令外界嗅到一丝异常。 郁亮于1990年加入 ...

Core Viewpoint - The former chairman of Vanke Group, Yu Liang, has reportedly been missing for half a month, raising concerns about the company's internal issues and management changes amid a challenging real estate market [1][8]. Management Changes - Yu Liang joined Vanke in 1990, became a board member in 1994, and served as president from 2001 until he became chairman in 2017. He announced his resignation as chairman in January 2025 [4][11]. - Under the leadership of Xin Jie, the former secretary of the Shenzhen Metro Group, Vanke underwent significant reforms, including the removal of regional management levels and the establishment of 11 new functional centers to enhance risk control and strategic operations [4][11]. - Key management changes included the resignation of Yu Liang, President Zhu Jiusheng, and Secretary Zhu Xu, with Yu Liang transitioning to Executive Vice President [4][11]. Financial Situation - Vanke has faced financial difficulties, with the Shenzhen Metro Group providing over 20 billion yuan in loans. The company has been working on debt restructuring, with significant market challenges leading to a decline in both stock and bond values [5][12]. - Recent developments indicate progress in debt resolution, with the approval of extension proposals for bonds totaling 68 billion yuan, temporarily alleviating the risk of default [6][12]. - The Shenzhen Metro Group has announced a loan of up to 2.36 billion yuan to Vanke for repaying bond principal and interest, with a loan term of 36 months and an interest rate based on the LPR minus 66 basis points [6][13].

Group 1 - The core viewpoint of the article highlights the strong performance of Vanke bonds in the exchange bond market, with significant price increases across various bond issues [1] Group 2 - The bond "21 Vanke 04" increased by over 10% [1] - The bond "22 Vanke 02" rose by more than 9% [1] - The bond "22 Vanke 04" saw an increase of over 8% [1] - The bond "23 Vanke 01" grew by more than 6% [1] - The bond "21 Vanke 06" increased by over 5% [1] - The bond "22 Vanke 06" rose by more than 4% [1]

Market Overview - In the week of January 19-25, 2026, Kunming's real estate market saw both transaction volume and prices increase, with significant sales from projects like Bangtai Guanyun and Poly Tianjun Phase II [1] - According to CRIC, approximately 92,500 square meters were supplied to the market, a 103% increase week-on-week, while transactions reached about 50,300 square meters, up 20% [1] - The average transaction price was approximately 12,201 yuan per square meter, reflecting a 3% increase [1] Project Highlights - The JianTou XuanYing School project received its first pre-sale permit, offering about 3,500 square meters and 24 units, with sizes ranging from 143 to 168 square meters [1] - This project is notable for its low density, with a plot ratio of only 1.6, making it a rare offering in Kunming's second ring [1][3] - The project will consist of five buildings with a total of 166 units, featuring high-quality design elements such as 270° panoramic balconies and a high usable area ratio of up to 141% [3] Sales Performance - Bangtai Guanyun and Poly Tianjun Phase II dominated the sales rankings, with sales of approximately 67 million yuan and 37 million yuan respectively, achieving average prices of 19,981 yuan and 17,605 yuan per square meter [4] - The high-end villa project, Dianchi ONE, recorded a sales amount of about 26 million yuan, with the highest average price of 28,595 yuan per square meter [4] - Other projects like Yinghu Banshan and Dihua Jinxiu Lucheng also performed well, securing top sales positions in terms of units sold [4] New Developments - Longhu Tianjing launched 81 new residential units, achieving a sales rate of 16% with an average price of 14,800 yuan per square meter [5] - Vanke's partnership with Kunming Bangsheng Plaza will introduce 474 new LOFT units, expected to start leasing in May 2026 [5] - The Kunming Public Resources Trading Platform announced three bidding notices for the KCXS2022-1 land parcel, with a total bidding amount of approximately 1.4 million yuan, 2.9 million yuan, and 103 million yuan [5] Land Acquisition - In December 2025, a subsidiary of Yunnan Construction Investment acquired a land parcel for 1.429 billion yuan, marking it as the "total price king" of Kunming for the year [6] - The land has a floor price of approximately 7,297 yuan per square meter and is set for development alongside a neighboring parcel acquired at a 10% premium [6][8] - The rapid progress of the project, including the launch of bidding activities, indicates that it is entering a substantive development phase, with expectations for market entry in the first half of this year [8]

每经AI快讯，1月28日，港股万科企业走高，现涨超4%。 ...

Group 1 - Vanke has successfully extended two medium-term notes, with a total principal amount of 20 billion yuan for the 22nd medium-term note and 37 billion yuan for the 23rd medium-term note [1] - The repayment structure includes a 40% principal repayment and a 60% extension for one year, reflecting the company's acknowledgment of current cash flow challenges [2] - The company has received 100% approval from bondholders for the adjustment of repayment arrangements, which includes fixed repayment arrangements and credit enhancement measures [1][2] Group 2 - Vanke has committed to providing receivables pledges from project companies as credit enhancement for the medium-term notes, which strengthens the repayment guarantee and boosts market confidence [2] - The successful extension may be supported by the major shareholder, Shenzhen Metro Group, which has agreed to provide a loan of up to 2.36 billion yuan to assist in repaying the company's publicly issued bonds [3] - The loan from the major shareholder has a term of 36 months and an interest rate of 2.34%, reflecting market principles [3]

1月27日，根据中国银行间市场交易商协会存续期服务系统信息，万科两笔境内债"22万科MTN004""22 万科MTN005"公布了2026年第一次持有人会议决议结果，两次会议中的"议案三"均获得100%通过。 具体而言，"22万科MTN004"需在2026年1月28日完成10万元固定兑付，支付剩余本金的40%、6000万元 利息以及40%本金在2025年12月15日至2026年1月28日计息期间产生的利息。 1月底前，万科需筹集约28.71亿元用于三笔债券的首付款 文｜《财经》研究员 王文彤 编辑｜杨立赟 经过多轮会议，万科债券展期方案终于高票通过，同时获得大股东深铁集团23.6亿元的借款，以缓解当 前首付款的资金压力。 展期议案通过后，万科需在1月底前筹集三笔展期的首付款，合计约28.71亿元。 然而，当前万科的资金已近枯竭，化债是该公司的燃眉之急。 据DM查债通统计，截至目前，万科在境内还有16笔存量债务，包括6笔中票、10笔公司债，规模约为 217.98亿元。公司在境外还有两笔美元债，规模为13亿美元。 此外，万科的债务压力不只是公开发行的债券。万科2025年半年报披露，截至2025年6月底，公司有息 ...

Core Viewpoint - The former chairman of Vanke Group, Yu Liang, has reportedly been missing for half a month following his resignation from all positions on January 8, 2025, amid significant changes in the company's management structure and financial challenges [1][10]. Group 1: Management Changes - Yu Liang resigned from all positions at Vanke Group on January 8, 2025, after a 36-year career with the company, with a smooth transition of his shares [2][11]. - On January 27, 2025, Zhu Jiasheng, the then-president and CEO, also resigned due to "health reasons," and was later confirmed to be under criminal investigation [2][11]. - Following these resignations, Vanke underwent a major management reshuffle, with Yu Liang demoted to executive vice president and new management taking over [7][12]. Group 2: Career Highlights of Yu Liang - Yu Liang joined Vanke in 1990 and quickly became a key executor of the strategic plans laid out by then-chairman Wang Shi [3][11]. - He played a significant role in Vanke's B-share listing in 1993, raising HKD 450 million, and was instrumental in the company's strategic decisions during the "Junwan War" in 1994 [4][11]. - After the "Baowan War" concluded in 2017, Yu Liang succeeded Wang Shi as chairman, marking a significant leadership transition [5][12]. Group 3: Company Performance and Challenges - Under Yu Liang's leadership, Vanke pursued a diversification strategy, but the company's high turnover model began to show weaknesses as industry adjustments exceeded expectations [7][12]. - By the time of Yu Liang's retirement, Vanke was facing a debt crisis, contrasting sharply with the stable conditions during Wang Shi's tenure [8][12].