万科企业股份有限公司 关于深铁集团向公司提供不超过 8.69 亿元借款暨关联交易的公告 证券代码：000002、299903 证券简称：万科 A、万科 H 代 公告编号：〈万〉2025-109 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误导性 陈述或者重大遗漏。 一、关联交易概述 1．经协商，万科企业股份有限公司（以下简称"公司"或"万科"）第一 大股东深圳市地铁集团有限公司（以下简称"深铁集团"）向公司再提供不超过 8.69亿元借款（"股东借款"）。 2．截至目前，深铁集团持有公司27.18%股权，深铁集团构成公司的关联方。 根据《深圳证券交易所股票上市规则》等相关规定，本次关联交易事项构成公司 应披露的关联交易。 3．公司第二十届董事会第二十次会议于2025年7月30日审议通过了《关于深 铁集团向公司提供不超过8.69亿元借款的议案》，关联董事辛杰、黄力平、雷江 松对本次关联交易事项回避表决。本次关联交易事项已经公司第二十届董事会独 立董事专门会议第十一次会议审议通过。 4．本次关联交易事项不构成《上市公司重大资产重组管理办法》规定的重 大资产重组或重组上市，无需经过有关部门批准。 ...

万科企业股份有限公司 第二十届董事会第二十次会议决议公告 证券代码：000002、299903 证券简称：万科 A、万科 H 代 公告编号：〈万〉2025-108 本公司及董事会全体成员保证公告内容真实、准确和完整，没有虚假记载、误导性 陈述或者重大遗漏。 一、会议召开情况 万科企业股份有限公司（以下简称"公司"或"万科"）第二十届董事会第 二十次会议的通知于 2025 年 7 月 26 日以电子邮件的方式送达各位董事。公司全 体董事以通讯表决方式参与本次会议，公司于 2025 年 7 月 30 日（含当日）前收 到全体董事的表决意见。本次会议的召开符合《中华人民共和国公司法》等法律 法规和《万科企业股份有限公司章程》的规定。 二、会议审议情况 审议通过《关于深铁集团向公司提供不超过 8.69 亿元借款的议案》 详见公司同日在巨潮资讯网登载的《关于深铁集团向公司提供不超过 8.69 亿 元借款暨关联交易的公告》。 表决结果：赞成 7 票，反对 0 票，弃权 0 票。关联董事辛杰、黄力平和雷江 松回避表决。 三、备查文件 公司第二十届董事会第二十次会议决议。 特此公告。 万科企业股份有限公司 董事会 二〇二五年 ...

金融界7月30日消息，A股三大指数收盘涨跌不一，沪深300地产等权重指数 (地产等权，399983)下跌 1.48%，报2219.25点，成交额41.02亿元。 从沪深300地产等权重指数持仓样本的行业来看，房地产占比100.00%。 资料显示，指数样本每半年调整一次，样本调整实施时间分别为每年6月和12月的第二个星期五的下一 交易日。权重因子随样本定期调整而调整，调整时间与指数样本定期调整实施时间相同。在下一个定期 调整日前，权重因子一般固定不变。遇临时调整时，当沪深300指数中属于房地产行业的样本发生变化 时，指数样本进行相应调整。当样本退市时，将其从指数样本中剔除。样本公司发生收购、合并、分拆 等情形的处理，参照计算与维护细则处理。 据了解，沪深300地产等权重指数选取沪深300指数样本中归属于房地产行业的全部证券作为指数样本， 为投资者提供更多样化的投资标的。该指数以2004年12月31日为基日，以1000.0点为基点。 从沪深300地产等权重指数持仓的市场板块来看，上海证券交易所占比51.52%、深圳证券交易所占比 48.48%。 数据统计显示，沪深300地产等权重指数近一个月上涨6.88%，近三个 ...

来源：金融界 公司回答表示：感谢您的关注。公司基于相关政策和公司实际情况通过多种方式筹集资金，以化解风险 和持续稳定发展。 金融界7月30日消息，有投资者在互动平台向万 科Ａ提问：董秘好。公司现金流紧张，为什么不做股票 增发融资呢？政策早就不限制房企融资了。A股市值800亿，如果市价九折增发融资150亿以内，也属于 中轻度正常的融资行为，是谁不同意吗？看万科上市后的融资记录，没有融资过几次，而且跟那些制造 业的企业相比，金额都不大。 ...

| 代码 | 简称 | 业绩预告发布日期 | 预计净利润上限（万元） | 预计净利润下限（万元） | | --- | --- | --- | --- | --- | | 000002 | 万科A | 2025.07.15 | -1000000.00 | -1200000.00 | | 600340 | 华夏幸福 | 2025.07.12 | -550000.00 | -750000.00 | | 600438 | 通威股份 | 2025.07.15 | -490000.00 | -520000.00 | | 000656 | *ST金科 | 2025.07.15 | -300000.00 | -450000.00 | | 002129 | TCL中环 | 2025.07.10 | -400000.00 | -450000.00 | | 600383 | 金地集团 | 2025.07.15 | -340000.00 | -420000.00 | | 000488 | ST晨鸣 | 2025.07.15 | -350000.00 | -400000.00 | | 600657 | 信达地产 | 2025.07.1 ...

7月29日，《财富》发布2025年世界500强排行榜，沃尔玛连续第十二年成为全球最大公司，亚马逊保持 第二，中国的国家电网公司继续位列第三，排在第四和第五位的则分别是沙特阿美和中国石油。加上中 国台湾地区，中国共有130家公司上榜，上榜公司数量仅次于美国。深圳有10家公司上榜，其中，中国 平安以第47位的排名居深企之首，较去年上升6位。 | | 行中京紫婷上线 01 | | --- | --- | | 名称 | 排位 | | 中国平安 | 第 47 | | 华为 | 第 53 | | 比亚迪 | 第 91 | | 腿试 | $115 | | 大学历经 | 第 193 | | 万科 | 第 319 | | 顺丰 | 第 393 | | 深投控 | $ 414 | | 第四十四 | $ 423 | | 中国电子 | $ 427 | 《财富》世界500强榜单被视为衡量全球大型公司最权威的榜单，以企业上年度营业收入为主要评定依 据。今年《财富》世界500强排行榜企业的营业收入总和约为41.7万亿美元，超过全球GDP的三分之 一，比去年增长了约1.8%。所有上榜公司的净利润总和同比增长约0.4%，约为2.98万亿美元。 ...

Group 1 - The 2025 Fortune Global 500 list ranks Walmart as the largest company for the twelfth consecutive year, followed by Amazon and China's State Grid Corporation in third place [2] - A total of 130 companies from China made the list, second only to the United States, with Shenzhen contributing 10 companies, led by Ping An at 47th, an increase of 6 places from last year [2][3] - The total revenue of the companies on the list reached approximately $41.7 trillion, accounting for over one-third of global GDP, with a year-on-year growth of about 1.8% [2] Group 2 - The overall profit of the 500 companies continued to grow, totaling nearly $3 trillion, marking the second-highest profit in history [3] - Saudi Aramco remains the most profitable company with approximately $105 billion in profit, despite a year-on-year decline of about 13% [3] - Notable companies from Shenzhen include Ping An, Huawei, and BYD, all exceeding $100 billion in revenue, with Huawei rising to 83rd place and BYD to 91st, marking significant improvements in their rankings [3][4]

Core Insights - The 2025 Fortune Global 500 list features 130 Chinese companies, ranking second after the United States, with a total revenue of approximately $10.7 trillion for 2024 [1] - Shenzhen has 10 companies on the list, with Ping An Insurance leading at $158.63 billion in revenue [1] - The average profit for Chinese companies on the list increased by 7.4% year-on-year, from $3.9 billion to $4.2 billion [1] Company Performance - Ping An Insurance ranks 47th, with a revenue of $158.63 billion and a profit of $1.76 billion [5] - Huawei ranks 83rd, with a revenue of $119.81 billion and a profit of $868.5 million [5] - BYD, making its debut in the top 100, ranks 91st with a revenue of $108.00 billion and a profit of $559.5 million [5] - Tencent ranks 116th, with a revenue of $91.76 billion and a profit of $2.70 billion [5] - China Merchants Bank ranks 193rd, with a revenue of $70.39 billion and a profit of $2.06 billion [5] - Other Shenzhen companies include Vanke, SF Express, Shenzhen Investment Holdings, Luxshare Precision, and China Electronics, with varying rankings and revenues [5] Industry Trends - High-tech companies on the list saw significant growth, with an average revenue of $96.7 billion and an average profit of $18.1 billion, reflecting increases of 9.6% and 24% respectively [3] - Huawei remains a leader in the high-tech sector, with sales nearing $120 billion [3] - The global expansion of Chinese manufacturing is accelerating, with BYD's overseas sales reaching 89,000 units in May, a 133.6% increase year-on-year [2] - Luxshare Precision is also expanding internationally, with 87.6% of its revenue coming from overseas sales [2] Future Outlook - Shenzhen companies are expected to continue leveraging opportunities amid changing internal and external environments, positioning themselves as a strong force in the future rankings [4]

Core Insights - The long-term rental apartment market in China is experiencing significant disruption as companies like Xiaomi, Huawei, and emerging brands like Jump Sea Living enter the space, leveraging community culture and innovative marketing strategies to attract tenants [1][5][6] - These companies are not traditional rental operators but are tapping into unmet demands in the market, indicating a shift towards more personalized and community-oriented living spaces [5][12] Group 1: Company Strategies and Offerings - Jump Sea Living offers a unique rental experience by curating tenants through questionnaires to foster a community atmosphere, with amenities designed for social interaction [1][5] - Xiaomi's youth apartments in Beijing and Nanjing have seen rapid uptake, with over 700 reservations in a week for 2,658 units in Beijing, and all 566 units in Nanjing fully booked, highlighting the demand for affordable, well-equipped living spaces [2][3] - Huawei's talent apartments in Shanghai have also been quickly rented out, with over 5,000 units available exclusively for employees, priced between 2,000 to 3,000 yuan per month, which is competitive compared to the local market [4][5] Group 2: Market Dynamics and Trends - The entry of diverse players into the long-term rental market, including tech giants and traditional real estate firms, reflects a growing recognition of the market's potential, with a projected demand for over 12 million units by 2030 [11][12] - The market is becoming increasingly crowded, with various sectors such as jewelry, logistics, and finance also exploring opportunities in long-term rentals, indicating a trend towards diversification [6][10] - The shift towards a more sustainable and resilient rental ecosystem is evident, as companies focus on operational efficiency and customer experience rather than just rapid expansion [14][15] Group 3: Challenges and Considerations - Despite initial successes, companies face significant challenges in achieving profitability due to high operational costs, regulatory pressures, and the need for differentiated offerings to meet diverse tenant needs [11][12][18] - The long-term rental market is characterized by a need for high-quality service and management, which can be a challenge for new entrants lacking experience in real estate operations [17][18] - The evolving regulatory environment poses risks, as compliance with safety and housing standards becomes increasingly stringent, impacting operational viability [12][13]

观点指数 在7月22日观点指数研究院发布的《多元化资本布局 | 2025年7月住房租赁发展报告》中，我们发现，在政策持续加码的背景下，住房租赁企业在规 模扩张与经营效率上有不错的发展表现。 新增项目开业层面，据观点指数不完全统计，期内样本企业录得22个租住项目新开业，对比上个报告期实现大幅增长，住房租赁市场供给端的活力持续释 放。 | | | | 报告期内样本企业新增开店统计 | | | --- | --- | --- | --- | --- | | 序号 | 日期 | 样本企业 | 新开业项目 | 城市 | | 1 | 6月17日 | 城家 | 烟台养马岛瑞贝庭公寓酒店 | 烟台 | | 2 | 6月20日 | 万科泊寓 | 壹铭101公馆 | 深圳 | | 3 | 6月20日 | 万科泊寓 | 泊雷 · 祖庙张槎店 | 佛山 | | 4 | 6月20日 | 万科泊寓 | 武汉泊惠 · 创新园店 | 武汉 | | 5 | 6月25日 | 城家 | 珠海国际会展中心瑞贝庭公寓酒店 | 珠海 | | 56 | 6月27日 | 美寓 | 郑州城发长椿美寓 | 郑州 | | 17 | 6月27日 | 美寓 | 郑州 ...