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。 ...

公开资料显示，郁亮1965年出生，已满60周岁。郁亮1990年加入万科，1994年起任公司董事，1996年任 公司副总经理，1999年任公司常务副总经理兼财务负责人，2001年至2018年1月任公司总裁，2017年7月 至2025年1月任公司董事会主席，2025年1月起，任公司执行副总裁。 当前，正值万科债务与流动性博弈的关键时刻。1月7日，作为召集人的浦发银行、交通银行发布关于召 开万科2022年度第四期"22万科MTN004"、第五期"22万科MTN005"中期票据2026年第一次持有人会议 的通知，合计涉及57亿元债券的展期相关事项审议。 2025年1月底，大股东深铁集团派驻管理团队进入万科，此后多次"输血"。2025年11月11日，万科再次 公告，深铁集团将提供不超过16.66亿元借款。至此，深铁集团向万科的借款金额已经超过300亿元。 毁誉人去后，在万科"破局"的关键时刻，年仅60岁、深耕万科多年的郁亮，是否真的能做到安然退休 呢？市场拭目以待。 责编：ZB 长江商报消息 ●长江商报记者 贺梦洁 综合报道 万科"郁亮周期"正式画上句号，这位在万科服务长达36年的核心人物宣告辞职。 1月8日晚间，万科 ...

Group 1: Stock Market and Economic Data - US stock market indices closed mixed, with the Dow Jones up 0.55%, Nasdaq down 0.44%, and S&P 500 nearly flat. Defense stocks surged following Trump's proposal for a significant increase in military spending, while tech stocks mostly retreated. Alibaba rose over 5% [1][16] - The upcoming non-farm payroll report is anticipated by traders to assess the economic outlook after a period of market gains [1][16] Group 2: Corporate Leadership Changes - Vanke Group announced the resignation of Chairman Yu Liang, marking the end of his 35-year career with the company. His departure signifies a shift from a manager-led era to a more stable operational approach in the real estate sector [2][17] - New Hongze's Vice Chairman Meng Xue announced the voluntary relinquishment of all salary, including annual salary and performance bonuses, to focus on long-term strategy. The couple, who control approximately 61% of the company, have not taken salaries since its listing [3][17] Group 3: Regulatory and Legal Developments - India's new antitrust law allows fines based on global revenue, putting Apple at risk of a potential $38 billion fine. Apple has filed a lawsuit to challenge the law, claiming it is retroactive and excessively punitive [4][18] - The Cambodian National Bank has initiated the liquidation process for Prince Bank due to a trust crisis following the founder's arrest, halting all new business while allowing depositors to withdraw funds [12][26] Group 4: Market Trends and Predictions - Silver prices experienced a sharp decline after a nearly 200% increase in 2025, with experts predicting a high volatility trading pattern for 2026 rather than a continued bull market. Factors supporting silver include ongoing supply shortages and industrial demand [5][20] - The restructuring of Sinopec and China Aviation Oil is expected to exceed the revenue of PetroChina, potentially lowering aviation fuel costs and impacting airline procurement expenses [6][20] Group 5: Foreign Investment and Market Outlook - Foreign institutions like Goldman Sachs and UBS are optimistic about the Chinese market in 2026, predicting a 20% increase in the MSCI China Index, driven by reasonable valuations and profit growth from sectors like high-end manufacturing and internet [9][23] Group 6: Policy Reforms - The central government has indicated a forthcoming reform of the public housing fund system, aiming to enhance fund efficiency and support housing consumption amid changing market conditions [10][24] Group 7: Corporate Strategies and Adjustments - After taking control of Hongsheng Beverage Group, Zong Fuli initiated a strategic overhaul to improve operational efficiency and reduce dependency on the Wahaha system, facing challenges in team integration and market coordination [13][26] - Blue Arrow Aerospace is pursuing an IPO on the STAR Market, aiming to raise 7.5 billion yuan for developing reusable rocket technology, despite reporting significant losses and high R&D expenditures [14][15][26]

Group 1 - Two major energy state-owned enterprises, China Petroleum & Chemical Corporation and China Aviation Oil Group, announced a merger approved by the State Council, aiming to leverage advantages in refining integration and aviation fuel supply systems to reduce costs and promote high-quality development of the industry [1] - Vanke A announced that Yu Liang, a representative figure in the real estate sector, has retired after 35 years with the company, holding 739,490 shares valued at over 36 million yuan as of January 8 [1] - Gold has officially surpassed U.S. Treasury bonds for the first time in 30 years, becoming the largest reserve asset globally, with a value of $3.93 trillion compared to $3.88 trillion for U.S. Treasury bonds [1] Group 2 - The Ministry of Commerce held a press conference addressing recent hot topics, including the evaluation of Meta's $2 billion acquisition of AI platform Manus, which must comply with Chinese laws and regulations [2] - The Ministry of Finance expressed confidence in China's economic stability and invited the London Stock Exchange Group to deepen cooperation [2] - The U.S. government is pushing a bill to strengthen sanctions against Russia, which may affect countries like China, India, and Brazil in purchasing cheap Russian oil [2] Group 3 - Guangzhou has introduced a plan to build a strong advanced manufacturing city, focusing on five strategic industries including AI, semiconductors, and new energy [3] - The A-share market saw a slight decline, with the Shanghai Composite Index down 0.07% and the Shenzhen Component Index down 0.51%, while the total market turnover reached 2.83 trillion yuan [3] - The Hong Kong stock market experienced a drop, with the Hang Seng Index down 1.17%, while the "first global large model stock" Zhiyuan surged over 13% on its debut [3] Group 4 - The margin financing balance in the A-share market reached a historical high of 2.6047 trillion yuan, marking a significant increase of approximately 248 billion yuan in a single day [4] - Ping An Life announced its fourth stake increase in China Merchants Bank H-shares, holding 20% of the total share capital [4] - HSBC and Hang Seng Bank announced the approval of HSBC's proposal to privatize Hang Seng Bank, with shares expected to be delisted on January 27 [4] Group 5 - Bawang Tea Princess is considering an IPO in Hong Kong, with preliminary discussions with investment banks for a potential fundraising of several hundred million dollars [5] - Major announcements from listed companies include Vanke A's announcement of Yu Liang's resignation due to retirement and Industrial Fulian's semi-annual dividend distribution of 6.55 billion yuan [6] Group 6 - The market regulatory authority has warned major polysilicon companies against monopolistic practices, emphasizing the need for compliance in capacity management and pricing [7] - The Ministry of Industry and Information Technology held a meeting addressing irrational competition in the battery industry, calling for better capacity management [7] - The Chinese automotive market is experiencing a promotional wave at the start of the year, with several companies offering discounts to counteract the impact of new taxes on electric vehicles [7]

Group 1 - Iran's internet services experienced a nationwide disruption, linked to ongoing protests [2][14] - The U.S. stock market showed mixed results, with the Dow Jones up by 0.55% and the Nasdaq down by 0.44% [5] - International oil prices surged, with WTI crude oil rising by 4.59% to $58.56 per barrel [6] Group 2 - China National Petroleum Corporation and China Aviation Oil announced a restructuring approved by the State Council [14] - Xiaomi's CEO Lei Jun announced an additional investment of 200 billion yuan in R&D over the next five years, following a previous commitment of 100 billion yuan [16] - Vanke A announced the resignation of its executive vice president Yu Liang due to retirement, marking a significant leadership change [17] Group 3 - The Ministry of Industry and Information Technology held a meeting to regulate the competition order in the power and energy battery industry, involving major companies like CATL and BYD [10] - The State Administration for Market Regulation conducted interviews with leading photovoltaic companies to address monopoly risks and ensure compliance with market regulations [11] - Guangzhou's government plans to accelerate the development of five strategic industries, including artificial intelligence and semiconductors [10]

Industry News - China Petroleum and Chemical Corporation (Sinopec) and China National Aviation Fuel Group (CNAF) are undergoing a restructuring process approved by the State Council [5] - The State Administration for Market Regulation has reportedly interviewed six leading photovoltaic companies and industry associations regarding monopoly risks, emphasizing that they must not agree on production capacity, utilization rates, sales volumes, or pricing [5] - The Ministry of Industry and Information Technology, along with three other departments, held a meeting to discuss the competitive order in the power and energy storage battery industry, gathering 16 companies for this purpose [5] - Nestlé has initiated a precautionary recall of specific batches of infant formula in several European countries, with the Chinese subsidiary also complying with the recall requirements [5] Company News - Vanke A announced that Yu Liang has resigned from his positions as director and executive vice president due to retirement [7] - Industrial Fulian announced a cash dividend distribution of 6.55 billion yuan (including tax) for the first half of 2025, with the record date set for January 15, 2026 [8] - Jinli Permanent Magnet has forecasted a net profit increase of 127%-161% year-on-year for 2025, with small batch deliveries of robotic motor rotors and magnetic materials already underway [9] - Puni Testing announced significant stock trading fluctuations, expecting a loss of 200 million to 250 million yuan for the 2025 fiscal year [10] - Changhong Technology reported that its subsidiary has secured over half of the procurement share from a major domestic wafer factory for semiconductor consumables [10] - Pairui Co. signed a framework agreement for bulk procurement of IGBT chips, with a projected total supply amount of approximately 1.3 to 1.4 billion yuan for the years 2028, 2029, and 2030 [11] - Allxin Co. plans to issue convertible bonds to raise no more than 312 million yuan for the production of integrated communication products for commercial aviation [11] - Tian Sheng New Materials announced that its largest shareholder is planning a significant matter that may lead to a change in control, resulting in a stock suspension [12] - Aimei Ke announced that its exclusively distributed injectable botulinum toxin product has received drug registration certification [12] - Guangdong Electric Power A reported that the expansion project for units 5 and 6 at the Huilai Power Plant has been completed, with a total investment of 8.05 billion yuan [12]

Group 1 - Vanke's executive vice president, Yu Liang, resigned due to reaching retirement age, effective immediately, with no disagreements with the board, indicating a smooth transition in management [1] - The company needs to expedite the selection of new board members to maintain governance stability and focus on risk mitigation and performance recovery during the industry recovery period [1] Group 2 - Country Garden announced the early cash repayment of three bonds, allowing them to resume trading, marking a significant step in their debt restructuring process [2] - Investors should monitor the company's debt management and operational recovery in line with industry trends [2] Group 3 - Rongqiao Group reached a debt extension agreement with China Everbright Bank, adjusting the maturity dates of several debts, reflecting the complexity of debt management in the current market [3] - The company must prioritize cash flow management and expedite debt negotiations to avoid further risks [3] Group 4 - Guangzhou R&F Properties reported overdue debts totaling 38.7 billion yuan, primarily due to unfulfilled obligations on various financial instruments [4] - The company is actively communicating with creditors and developing solutions to address the growing overdue debt issue [4] Group 5 - Nanjing's housing market saw a total of 130,000 transactions in 2025, with a stable market performance supported by government subsidies and promotional events [5] - The "buy new, sell old" policy effectively stimulated demand, contributing to a balanced market operation [6]

1月8日晚间，万科A（000002）公告，因到龄退休，郁亮于2026年1月8日向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。 证券时报记者 阮润生 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。 （原标题：因到龄退休 万科郁亮辞职） 另外，万科A表示，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交所关注。郁亮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。 截至公告披露日，郁亮持有公司股票739.49万股。 公开资料显示，郁亮，1965年出生，1988年获北京大学学士学位，1997年获北京大学经济学硕士学位。 郁亮于1990年加入万科，1994年起任公司董事，1996年任公司副总经理，1999年任公司常务副总经理兼 财务负责人，2001年至2018年1月任公司总裁，2017年7月至2025年1月任公司董事会主席，2025年1月 起，任公司执行副总裁。 2025年11月2 ...

Group 1 - The restructuring of two major energy state-owned enterprises, China Petroleum & Chemical Corporation and China Aviation Oil Group, has been approved by the State Council, aiming to enhance supply chain efficiency and reduce costs [3] - Vanke A announced the retirement of its representative manager Yu Liang after 35 years, with the board set to complete the director replacement process soon [3] - Gold has officially surpassed U.S. Treasury bonds to become the largest reserve asset globally for the first time in 30 years, with a value of $3.93 trillion compared to $3.88 trillion for U.S. bonds [3] Group 2 - The Ministry of Commerce held a press conference addressing recent hot topics, including the evaluation of Meta's $2 billion acquisition of AI platform Manus, which must comply with Chinese laws [4] - The Vice Minister of Finance expressed confidence in China's economic growth, welcoming deeper cooperation with the London Stock Exchange Group [4] - The U.S. President has agreed to promote a bill aimed at strengthening sanctions against Russia, impacting countries like China and India regarding cheap Russian oil purchases [4] Group 3 - Guangzhou has introduced a plan to build a strong advanced manufacturing city, focusing on five strategic industries including AI, semiconductors, and new energy [5] Group 4 - The A-share market showed slight fluctuations, with the Shanghai Composite Index down 0.07% and the Shenzhen Component down 0.51%, while the total market turnover reached 2.83 trillion yuan [6] - The Hong Kong stock market experienced a decline, with the Hang Seng Index down 1.17% [6] - The margin financing balance in the A-share market reached a historical high of 2.6047 trillion yuan, marking a significant increase [6] Group 5 - Ping An Life announced its fourth stake increase in China Merchants Bank H-shares, holding 20% of the total share capital [7] - HSBC and Hang Seng Bank announced the approval of HSBC's proposal to privatize Hang Seng Bank, with shares expected to be delisted [7] - There are reports that Bawang Tea Princess is considering an IPO in Hong Kong, potentially raising several hundred million dollars [7] Group 6 - The market regulator has warned major polysilicon companies against monopolistic practices, emphasizing the need for fair competition [9] - The Ministry of Industry and Information Technology held a meeting addressing irrational competition in the battery industry, calling for better capacity management [9] - The Chinese automotive market has seen a wave of promotions from various manufacturers, indicating a positive growth outlook for 2026 [9] Group 7 - The Sichuan Provincial Medical Insurance Bureau has set the costs for invasive brain-computer interface procedures at various public medical institutions [10] - The AI search market is undergoing significant changes, with Google Gemini's daily web visits increasing by 24% while ChatGPT's visits decreased by 9% [10] Group 8 - Tether has launched a new unit called Scudo, representing one-thousandth of a gold ounce, aimed at lowering transaction barriers [11] Group 9 - NVIDIA has requested full prepayment for its H200 AI chips from overseas customers amid regulatory uncertainties, with orders exceeding 2 million units [12] - Apple announced that CEO Tim Cook's total compensation for 2025 will be $74.3 million, and JPMorgan will replace Goldman Sachs as the issuer of Apple's credit card [12] - Glencore confirmed discussions with Rio Tinto regarding a potential business merger, which may involve a full stock merger [12] Group 10 - Geopolitical tensions have led to a significant increase in Venezuelan assets following a U.S. military raid, with the Caracas stock index soaring by approximately 124% [18] - Samsung Electronics reported a 208.2% year-on-year increase in operating profit for Q4 2025, driven by rising storage chip prices [18]

Group 1 - The U.S. stock market showed mixed results, with the Dow Jones rising by 0.55% and the Nasdaq falling by 0.44% [5] - Major technology stocks experienced declines, with Intel down over 3% and Nvidia down over 2% [5] - Chinese concept stocks mostly rose, with the Nasdaq China Golden Dragon Index increasing by 1.09% [5] Group 2 - International oil prices surged, with WTI crude oil rising by 4.59% to $58.56 per barrel [7] - Gold prices also increased, with spot gold up by 0.48% to $4477.88 per ounce [7] Group 3 - China National Petroleum Corporation and China Aviation Oil Corporation announced a merger approved by the State Council [17] - This merger is expected to benefit industry consolidation and resource optimization, promoting high-quality development in the energy sector [17] Group 4 - The Ministry of Commerce is conducting an evaluation of Meta's acquisition of the AI platform Manus, focusing on compliance with laws and regulations [10] - The Ministry emphasized the importance of legal compliance in cross-border investments and technology exports [10] Group 5 - The Ministry of Industry and Information Technology held a meeting to regulate competition in the power and energy storage battery industry, involving major companies like CATL and BYD [11][12] - The meeting aimed to strengthen market supervision and prevent overcapacity risks [11] Group 6 - Nestlé (China) is recalling specific batches of infant formula due to safety concerns, with the government urging compliance to protect consumer rights [18] - This incident may impact consumer confidence and emphasizes the need for strict quality control in the infant formula industry [18] Group 7 - Xiaomi plans to invest an additional 200 billion yuan in research and development over the next five years, reinforcing its commitment to technological advancement [19] - This investment is expected to enhance Xiaomi's competitive edge in the smartphone and AI ecosystem [19] Group 8 - Vanke A announced the resignation of its executive vice president due to retirement, indicating potential management changes within the company [21] - This leadership transition is likely to attract market attention regarding succession planning [21] Group 9 - Moore Threads released an updated version of its distributed training simulation tool, enhancing compatibility and modeling accuracy for AI training frameworks [23] - This upgrade is expected to promote technological independence and industrial application in the AI sector [23] Group 10 - Huiyuan Group announced a complete takeover of its brand and core business operations after a failed restructuring due to investment breaches [25] - This development raises concerns about consumer and investment confidence, highlighting compliance risks in the industry [25]