来源：环球网 【环球网综合报道】1月8日，万科企业股份有限公司发布关于董事、执行副总裁辞任的公告。 公告显示，因到龄退休，郁亮于2026年1月8日向万科企业股份有限公司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。辞去上述职务后，郁亮将不再担任公司任何职务。 万科表示，根据《万科企业股份有限公司章程》等规定，郁亮的辞职报告自送达公司董事会之日起生 效。郁亮已确认与公司董事会无任何意见分歧，亦无其他事项需提请公司股东、债权人、深圳证券交易 所或香港联合交易所有限公司关注。郁亮的辞职不会导致公司董事会成员低于法定人数，不会影响公司 董事会的正常运作和公司的日常经营。公司董事会将按照法定程序尽快完成董事的补选工作。 图源：万 科 ...

Group 1 - The retirement of Yu Liang marks the end of an era in the real estate industry, transitioning from the "golden age" to the "black iron age" [1][2] - Yu Liang, who has been with Vanke since the age of 25, has held various positions including Secretary, Vice President, and President, ultimately taking over from Wang Shi in 2017 [1] - Vanke reported a net loss of 16.069 billion yuan in the third quarter of 2025, indicating ongoing financial struggles [2] Group 2 - Vanke is currently facing a critical situation regarding debt extension, with a creditors' meeting scheduled for January 21, just a week before the grace period ends on January 28 [2] - The announcement of Yu Liang's retirement did not include customary acknowledgments of his contributions, highlighting a potential shift in company culture [2]

冥冥之中，自有天命。 有些传闻只是传闻，很多传闻会成真，当传闻成真的时候，却也不意外。 01 1月8日，万科公告，郁亮到龄辞任万科执行副总裁。 郁亮生于1965年，今年61岁，今年是加入万科的第36年。以北大毕业生的光鲜履历南下，第一站是深圳 外贸集团，此后离职加入万科。巧合的是，原万科董事长辛杰从沈阳工业大学毕业南下，在深圳的第一 站，也是深圳外贸集团。 郁亮后来加入万科，从证券事务部起，直至接班王石，先后出任CEO、董事局主席，又在中年瘦身成 功，成为健康运动达人，职场成就与个人魅力兼具，一时为人追捧，成为"个人奋斗成为精英"的最好诠 释。 关于此番辞任，我们无意推测，其实也无须推测。很多答案就在谜题本身之中。 郁亮的成长经历，已大为人所熟知，此时回顾，没有太大意义。倒是他在万科走向前台，尤其是在历经 万宝之争王石退任接获权杖之后，万科经营战略和风格发生的变化值得思考。 郁亮主政万科期间，销售规模、资产规模快速增长，虽然"第一"被碧桂园、恒大超越，但在企业地位 上，仍是老大；同样是在他主政期间，万科资本运作、资产交易的数量和规模明显增大，有多宗堪 称"漂亮"的资产买卖。正是在此期间，跟投制、"合伙人制"都 ...

Group 1: Industry Developments - The Chinese government is taking steps to regulate the rapidly growing power and energy storage battery industry, addressing issues such as irrational competition and blind construction that disrupt market order and sustainability [1] - The Ministry of Industry and Information Technology, along with other regulatory bodies, held a meeting to discuss the competitive order in the battery industry, emphasizing the need for governance to ensure sustainable development [1] - The solar photovoltaic industry is facing scrutiny from the market regulator, which has issued corrective measures to prevent monopolistic practices among major companies [2] Group 2: Company News - China Petroleum and Chemical Corporation (Sinopec) and China Aviation Oil have been approved for a merger, which is expected to enhance their competitive edge and reduce aviation fuel supply costs [5] - Vanke's executive vice president, Yu Liang, is retiring, marking the end of a 35-year career with the company, but this will not affect the board's operations or the company's daily business [10] - Minimax raised HKD 4.8 billion in its IPO, with a subscription rate of 1,837.17 times for retail investors, indicating strong market interest in AI-related companies [12] - Anta Sports has made an offer to acquire a 29% stake in Puma from the Pinault family, which would make Anta the largest single shareholder if successful [13] - Glencore and Rio Tinto have resumed talks for a potential merger, which could create the world's largest mining company valued at over USD 260 billion [13]

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！ 来源：金石杂谈 1月8日，万科发公告称，因到龄退休，郁亮于2026年1月8日向公司董事会提交书面辞职报告，申请辞去 公司董事、执行副总裁职务。辞去上述职务后，郁亮将不再担任公司任何职务。 1990年郁亮就加入了万科，94年成了万科董事，2001年担任公司总裁，2017年担任万科董事局主席， 2019年喊出那句这6年来最响亮的金句"活下去"。2025年1月郁亮辞去董事长。 随着深铁走向台前，深铁原党委书记、万科董事长辛杰掌舵后，对万科进行了大刀阔斧的改革：撤销区 域层级，从区域管辖到直接管理；职能中心优化，集团总部新增审计监察中心、人力资源中心等11个职 能中心，强化风险控制、战略运营等。核心就是权力从放权到集中，地方权力被大幅削弱。 同时，核心管理巨震。董事会主席郁亮、总裁祝九胜、董秘朱旭集体辞任。郁亮职务变为变为集团执行 副总裁，祝九胜不再担任万科的任何职务，朱旭进入长租公寓事业部工作。 辛杰接替郁亮，新任万科集团董事会主席。郁亮、李锋、华翠、李刚任集团执行副总裁，田钧接任董事 会秘书。深圳市地铁集团全面接管万科。 不过，今年10月市 ...

Report Industry Investment Rating - Not provided in the given content Core Viewpoints - Among the bonds with discounted transactions, "24 Chanrong 08" had a relatively large deviation in bond valuation price. Among the bonds with rising net prices, "22 Vanke 02" had a prominent deviation in valuation price. Among the Tier 2 and perpetual bonds with rising net prices, "25 ABC Tier 2 Capital Bond 04B(BC)" had a relatively large deviation in valuation price; among the senior unsecured bonds with rising net prices, "25 ABC TLAC Non - Capital Bond 02C(BC)" had a prominent deviation in valuation price. Among the bonds with a transaction yield higher than 5%, real - estate bonds ranked high [2]. - The changes in credit bond valuation yields were mainly distributed in the [-5,0) interval. The transaction terms of non - financial credit bonds were mainly distributed within 0.5 years, and the proportion of discounted transactions for bonds with terms between 0.5 and 1 year was the highest; the transaction terms of Tier 2 and perpetual bonds were mainly distributed between 4 and 5 years, and the proportion of discounted transactions for bonds within 1 year was the highest. By industry, the bonds in the light manufacturing industry had the largest average deviation in valuation price [2]. Summary by Relevant Catalogs Discounted Transaction Tracking - Bonds such as "24 Chanrong 08", "24 Chanrong 06", etc. in the non - banking finance industry had relatively large deviations in valuation price, with deviations ranging from - 1.17% to - 0.82%. Bonds like "20 Boshui 02" in the agriculture, forestry, animal husbandry and fishery industry and "25 Qingcheng 09" in the urban investment industry also had certain deviations in valuation price [4]. Tracking of Bonds with Rising Net Prices - Real - estate bonds such as "22 Vanke 02", "22 Vanke 06" etc. had a valuation price deviation of 3.98%. Bonds in the banking industry like "25 ABC Tier 2 Capital Bond 04B(BC)" and "25 ABC TLAC Non - Capital Bond 02C(BC)" also had certain deviations in valuation price [6]. Tracking of Tier 2 and Perpetual Bond Transactions - Bonds such as "25 ABC Tier 2 Capital Bond 04B(BC)", "24 Fudian Bank Tier 2 Capital Bond 01" etc. had different degrees of deviation in valuation yield, with deviations ranging from - 5.35bp to - 0.56bp [8]. Tracking of Senior Unsecured Bond Transactions - Bonds such as "25 ABC TLAC Non - Capital Bond 02C(BC)", "25 CITIC Baixin Bank Small and Micro - enterprise Bond 01" etc. had deviations in valuation yield, with deviations ranging from - 1.46bp to - 0.58bp [10]. Tracking of Bonds with a Transaction Yield Higher than 5% - Real - estate bonds such as "22 Vanke 02", "22 Vanke 06" etc. and non - banking finance bonds like "23 Chanrong 05", "23 AVIC Chanrong MTN001 (Science and Technology Innovation Note)" had a transaction yield higher than 5% [11]. Distribution of Credit Bond Valuation Deviations on the Day - The changes in credit bond valuation yields were mainly distributed in the [-5,0) interval [2]. Distribution of Non - financial Credit Bond Transaction Terms on the Day - The transaction terms of non - financial credit bonds were mainly distributed within 0.5 years, and the proportion of discounted transactions for bonds with terms between 0.5 and 1 year was the highest [2]. Distribution of Tier 2 and Perpetual Bond Transaction Terms on the Day - The transaction terms of Tier 2 and perpetual bonds were mainly distributed between 4 and 5 years, and the proportion of discounted transactions for bonds within 1 year was the highest [2]. Discounted Transaction Proportion and Transaction Scale of Non - financial Credit Bonds by Industry - The bonds in the light manufacturing industry had the largest average deviation in valuation price [2].

Group 1 - Alibaba's Taobao Flash Sale aims for market share growth with significant investment planned for 2026, focusing on high-value customers and non-food retail [4][5] - In Q4 2025, Taobao Flash Sale showed strong growth in GMV share and average order value, indicating a positive market position [4] - The strategy has sparked discussions among users, reminiscent of the competitive pricing seen during the "takeout war" in early 2025 [5] Group 2 - Former Xiaomi executive Wang Teng announced the establishment of a new company, "Today Yixiu," focusing on sleep health products, with a team primarily from Xiaomi and Huawei [7][9] - The company aims to address growing concerns about sleep and energy management, leveraging advancements in AI technology [7][9] Group 3 - The Chinese Ministry of Commerce is reviewing Meta's acquisition of AI platform Manus, assessing compliance with local laws regarding technology exports and cross-border mergers [11] - The acquisition, valued at $2 billion, is under scrutiny to ensure it does not violate export control regulations [11] Group 4 - Vanke's CEO Yu Liang has submitted his resignation due to retirement, marking the end of a significant era for the company [12][13] - Yu has been a pivotal figure in Vanke's history, leading the company through various phases of growth and challenges [13] Group 5 - XuanYuan Technology showcased its AI hardware at CES 2026, emphasizing the integration of AI agents with physical devices, with products priced at $22 [15][16] - The company aims to create personalized AI experiences while maintaining safety and precision in applications [15][16] Group 6 - JD.com has established a new "Chameleon Business Department" to develop AI toys for all age groups, with plans to launch new products in mid-January [18][19] - The company has made significant advancements in AI model technology, improving efficiency and reducing training costs [18][19] Group 7 - NIO plans to expand its international presence by entering the Australian and New Zealand markets in the second half of 2026, following its launch in Thailand [39][40] - The company aims to leverage its new "Firefly" brand for better market penetration in right-hand drive regions [39][40] Group 8 - Zhihui Technology, known as the "first stock of global large models," successfully listed on the Hong Kong Stock Exchange, achieving a market capitalization of approximately 57 billion HKD [29][30] - The company reported a significant increase in annual recurring revenue, indicating strong growth potential in its cloud-based services [31] Group 9 - Tesla plans to build a 2nm chip factory, challenging industry standards for cleanroom environments in semiconductor manufacturing [44][45] - CEO Elon Musk's ambitious vision includes producing advanced chips while maintaining a casual work environment [44][45] Group 10 - OpenAI has established a $50 billion employee stock incentive pool, reflecting its commitment to attracting and retaining top talent in the competitive AI landscape [51][52] - The company has seen rapid valuation growth, indicating strong market confidence in its future prospects [51][52]

Group 1: Regulatory Responses - The Ministry of Commerce stated that companies engaging in foreign investment and related activities must comply with Chinese laws and regulations, particularly regarding Meta's acquisition of Manus [1] - The State Administration for Market Regulation has conducted discussions with six leading photovoltaic companies and the industry association, emphasizing the prohibition of collusion on production capacity and pricing [2] Group 2: Industry Developments - Guangzhou is accelerating the construction of liquid rocket assembly and testing bases, focusing on reusable rocket technology to enhance national aerospace capabilities [3] - China Petroleum and Chemical Corporation and China Aviation Oil Group have initiated a restructuring process approved by the State Council [4] Group 3: Banking Sector Adjustments - Several small and medium-sized banks have announced adjustments to deposit interest rates, with most continuing a trend of rate cuts while some have selectively increased rates [5] Group 4: Market Trends - The U.S. stock market showed mixed results, with the Dow Jones Industrial Average rising by 270.03 points, while the Nasdaq Composite fell by 104.26 points [6] - The Chinese concept stocks listed in the U.S. saw a general increase, with the Nasdaq Golden Dragon China Index rising by 1.09% [7] Group 5: Commodity Market Movements - The U.S. dollar index increased by 0.24%, while gold prices rose by 0.37% to $4473.13 per ounce [9] - Crude oil futures increased by $1.77, marking a 3.16% rise to $57.76 per barrel [9] Group 6: Industry Meetings - A meeting was held by the Ministry of Industry and Information Technology and other departments to address the rapid development of the power and energy storage battery industry, highlighting issues of irrational competition and the need for regulatory governance [12]

#万科郁亮辞职#【万科A：郁亮申请辞去公司董事、执行副总裁职务】#万科董事执行副总裁郁亮辞职# 万科A公告，因到龄退休，郁亮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。 辞去上述职务后，郁亮将不再担任公司任何职务。 （一财） vanke 万科企业股份有限公司 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。 因到龄退休,郁亮先生于2026年1月8日向万科企业股份有限公司(以下简称 "公司")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。辞去 上述职务后,郁亮先生将不再担任公司任何职务。 根据《万科企业股份有限公司章程》等规定,郁亮先生的辞职报告自送达公司董 事会之日起生效。郁亮先生已确认与公司董事会无任何意见分歧,亦无其他事项需提 请公司股东、债权人、深圳证券交易所或香港联合交易所有限公司关注。郁亮先生的 辞职不会导致公司董事会成员低于法定人数,不会影响公司董事会的正常运作和公司 的日常经营。公司董事会将按照法定程序尽快完成董事的补选工作。 截至本公告披露日,郁亮先生持有公司股票 7.394.945 股。本次辞职生效后,郁 亮先生将继 ...

截至2026年1月8日，郁亮持有万科股票约739.5万股。（中经记者 陈婷 深圳报道） #万科郁亮退休#【万科郁亮辞职】1月8日晚间，万科（000002.SZ）公告因到龄退休，郁亮于当日向万 科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。辞去上述职务后，郁亮将不再担 任公司任何职务。 ...