格隆汇12月10日｜深交所公告，"23万科01"(148380)盘中成交价较前收盘价首次上涨达到或超过20%， 根据《深圳证券交易所债券交易规则》和《关于对债券匹配成交实施盘中临时停牌有关事项的通知》等 有关规定，自今日11时18分00秒起对该债券实施临时停牌，于13时18分01秒复牌。 ...

每经AI快讯，12月10日，"21万科06"盘中大涨162.3%。 （文章来源：每日经济新闻） ...

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。外汇交易员 (@myfxtrader):彭博：万科海外债权人已开始接受重组咨询机构Houlihan Lokey（华利安）顾问进行会谈的请求，此类举措通常是组建所谓“临时委员会”的前奏，临时委员会通常代表债券持有人利益与债务方谈判。知情人士透露，如果万科海外债券违约，债券持有人谈判筹码主要依赖 “维好条约” 和清算香港子公司。 https://t.co/iqHo70r70A ...

（文章来源：每日经济新闻） 每经AI快讯，12月10日，"21万科04"涨超25%，盘中临时停牌。 ...

（文章来源：每日经济新闻） 每经AI快讯，12月10日，"21万科02"涨超30%，盘中二次临时停牌。 ...

每经AI快讯，12月10日，万科境内债券上涨，"21万科06"、"21万科02"涨超20%，盘中临时停牌。 （文章来源：每日经济新闻） ...

格隆汇12月10日｜"21万科06"、"21万科02"涨超20%，临时停牌，"22万科02""23万科01"涨超7%，"22 万科04"涨超5%。 ...

China Vanke creditors are set to meet as the distressed developer makes one more push to win support for a bond extension plan aimed at averting a default https://t.co/hsVhjYNI4U ...

证 券 研 究 报 告 房地产行业周报（2025 年第 49 周） 重庆发布"好房子"建设支持新政，万科公 推荐（维持） 布债务展期议案 行业研究 房地产 2025 年 12 月 09 日 华创证券研究所 证券分析师：单戈 邮箱：shange@hcyjs.com 执业编号：S0360522110001 证券分析师：许常捷 邮箱：xuchangjie@hcyjs.com 执业编号：S0360525030002 证券分析师：杨航 邮箱：yanghang@hcyjs.com 执业编号：S0360525090001 行业基本数据 | | | 占比% | | --- | --- | --- | | 股票家数(只) | 107 | 0.01 | | 总市值(亿元) | 12,299.23 | 1.03 | | 流通市值(亿元) | 11,793.16 | 1.23 | | % | 1M | 6M | 12M | | --- | --- | --- | --- | | 绝对表现 | -3.9% | 10.8% | -9.5% | | 相对表现 | -2.6% | -8.5% | -25.8% | | | 2024-12-0 ...

Core Insights - The article features a rare in-depth conversation with the renowned entrepreneur and investor Duan Yongping, discussing his philosophy of "being true to oneself" and its application in business, investment, and personal development [3][4][6]. Investment Logic - Duan emphasizes that understanding the business is the core of investment, sharing insights from his experience with companies like Apple and Moutai, highlighting the importance of business models and corporate culture in investment decisions [4][24][25]. Corporate Culture and Succession - The success of companies like OPPO and vivo is attributed to a hiring principle where cultural fit is prioritized over capability, and a systematic approach to identifying compatible partners over time [5][29][30]. Marketing Principles - Duan advocates for honesty in marketing, stating that communication with users should be efficient and truthful, which he believes is essential for building trust and brand loyalty [6][55]. Education Philosophy - He provides insights on parenting, arguing against physical punishment and advocating for unconditional love and boundary-setting to foster a sense of security in children [6][74][75]. Long-term Perspective - Duan defines a "calm mind" as rationality and long-term thinking, suggesting that maintaining a long-term perspective can lead to better decision-making in both business and life [6][92]. Reflections on Success - The conversation touches on the role of luck and effort in success, with Duan asserting that while luck plays a part, consistent effort and understanding one's business are crucial for achieving long-term success [6][78][82]. Insights from Buffett's Lunch - Duan shares a key takeaway from a lunch with Warren Buffett, emphasizing the importance of a company's business model and culture as filters for investment decisions [4][87][88]. AI and Future Perspectives - The discussion includes thoughts on AI, recognizing its potential to enhance efficiency while also acknowledging the uncertainties it brings to the future [6][90]. Philosophy of "Being True to Oneself" - Duan's overarching philosophy revolves around the concept of "being true to oneself," which he believes underpins both effective business strategies and a fulfilling life [6][93].