（文章来源：证券日报） 证券日报网讯 1月14日，万科A在互动平台回答投资者提问时表示，有关公司的销售情况，请关注公司 定期报告。 ...

证券日报网讯 1月14日，万科A在互动平台回答投资者提问时表示，如发生涉及公司的重大事项，公司 将按照深港交易所的相关规则要求，履行信息披露义务。 （文章来源：证券日报） ...

证券日报网讯 1月14日，万科A在互动平台回答投资者提问时表示，公司始终关注国家政策导向及区域 经济发展趋势。在海南自贸港建设中，公司地产开发业务在当地市场保持着较强的竞争力，比如万科三 亚·嘉澜地、万科·三亚湾项目等都获得了客户以及合作伙伴的广泛认可。公司的经营服务类业务，如物 流仓储、物业服务也存在长期发展潜力。公司会结合自身整体战略，持续关注研究区域市场机会。 （文章来源：证券日报） ...

（文章来源：证券日报） 证券日报网讯 1月14日，万科A在互动平台回答投资者提问时表示，根据公司2025年第三季度报告，截 至2025年9月30日，公司股东总数为493176户。 ...

Core Viewpoint - The article discusses the retirement of Yu Liang, a significant figure in China's real estate industry, marking the end of his long career at Vanke, and reflects on his contributions and the challenges faced by the company during his tenure [4][5][10]. Group 1: Retirement Announcement - Yu Liang submitted his resignation to Vanke's board on January 8, 2026, due to reaching retirement age, and will no longer hold any position within the company [5]. - His departure is seen as a signal of Vanke's completion of a phase of "soft landing" amid ongoing industry challenges [5][10]. Group 2: Industry Challenges and Responses - Yu Liang has been vocal about the challenges in the real estate sector, coining terms like "black iron era" to describe the current state of the industry, emphasizing the need for survival and adaptation [6][22]. - In 2024, Vanke reported its first annual loss of 49.478 billion yuan, the largest in its history, highlighting the severe financial difficulties faced by the company [7][25]. Group 3: Career Highlights and Strategies - Yu Liang joined Vanke in 1990 and played a crucial role in its growth from a sales volume of 3 billion yuan to over 700 billion yuan, witnessing both rapid expansion and subsequent industry downturns [9][12]. - He implemented a strategy focused on mergers and acquisitions, enhancing operational efficiency, and introduced the "5986 model" for rapid project turnover, which helped Vanke maintain revenue during economic downturns [19][24]. Group 4: Transition and Future Outlook - Following his resignation as chairman in early 2025, Yu Liang expressed cautious optimism about the real estate market's recovery, indicating a potential return to stable growth [25]. - His retirement marks a significant transition for Vanke, leaving the company to navigate an uncertain future without his leadership [10][26].

证券日报网讯1月14日，万科A在互动平台回答投资者提问时表示，公司始终高度重视投资者的沟通交 流，也设有专人接听投资者电话，投资者热线为0755-25606666(转董事会办公室)。 ...

证券之星消息，1月14日房地产开发板块较上一交易日下跌1.23%，华夏幸福领跌。当日上证指数报收于 4126.09，下跌0.31%。深证成指报收于14248.6，上涨0.56%。房地产开发板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入(元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 000036 华联控股 | | = 1.49 Z | 15.39% | -3761.42万 | -3.88% | -1.12 Z | -11.51% | | 000620 | 盈新发展 | 7101.17万 | 4.78% | -8253.66万 | -5.56% | 1152.49万 | 0.78% | | 600246 万通发展 | | 5920.22万 | 4.77% | -5332.16万 | -4.30% | -588.06万 | -0.47% | | 600266 城建发展 | | 2469.52万 | 0.97% | -1.44(Z | -5.66% ...

华泰柏瑞沪深300ETF（510300）成立日期2012年5月4日，最新规模4255.81亿。今年以来收益2.84%， 同类排名3918/5520；近一年收益31.24%，同类排名2791/4203；成立以来收益122.33%。 1月14日，万科A跌2.9%，截至发稿，报4.69元/股，成交13.37亿元，换手率2.88%，总市值559.55亿元。 万科A股价已经连续3天下跌，区间累计跌幅5.44%。 资料显示，万科企业股份有限公司位于广东省深圳市盐田区大梅沙环梅路33号万科中心,香港中环花园 道1号中银大厦43楼A室，成立日期1984年5月30日，上市日期1991年1月29日，公司主营业务涉及房地 产开发和物业服务。主营业务收入构成为：房地产开发及相关资产经营业务80.17%，物业服务 16.23%，其他(补充)3.61%。 从万科A十大流通股东角度 数据显示，华泰柏瑞基金旗下1只基金位居万科A十大流通股东。华泰柏瑞沪深300ETF（510300）三季 度减持591.63万股，持有股数1.16亿股，占流通股的比例为0.97%。根据测算，今日浮亏损失约1621.01 万元。连续3天下跌期间浮亏损失3126.2 ...

Market Performance - The Shanghai Composite Index rose by 3.8%, the Shenzhen Component Index increased by 4.4%, and the ChiNext Index went up by 3.9% this week [1] - The real estate sector (Shenwan) saw a rise of 5.1% [1] - The top five stocks by percentage increase were Chengjian Development (+34.5%), Yingxin Development (+22.0%), Shangshi Development (+20.8%), *ST Rongkong (+19.7%), and *ST Yangguang (+16.0%) [1] - The bottom five stocks by percentage decrease included Hainan Airport (-7.9%), Guangming Real Estate (-7.2%), Hezhan Energy (-5.5%), Shoukai Shares (-5.0%), and China Wuyi (-2.0%) [1] Real Estate Data Tracking - New homes: In the week of January 3-9, 42 key cities recorded a total transaction of 1.37 million square meters, a month-on-month decrease of 46.7% [1] - For January up to the week of January 9, new home transactions totaled 1.55 million square meters, down 30.1% month-on-month and 46.6% year-on-year [1] - Second-hand homes: In the week of January 3-9, 21 key cities saw a total transaction of 2.06 million square meters, a month-on-month increase of 25.4% [1] - For January up to the week of January 9, second-hand home transactions totaled 2.14 million square meters, down 16.1% month-on-month and 23.9% year-on-year [1] Industry News - The State Council, led by Premier Li Qiang, held a meeting to implement a package of fiscal and financial policies to boost domestic demand, including expanding the scope of public rental housing [2] - The central bank emphasized the continuation of a moderately loose monetary policy and the integration of incremental and stock policy effects [2] - Local policies include Shanghai's efforts to improve fair competition review mechanisms and Henan's support for local governments to issue special bonds for purchasing existing homes for affordable housing [2] - In Shenyang, the down payment for housing has been reduced to 15% until the end of 2026, while Chengdu extended its housing mutual assistance policy until the end of 2026 [2] Company Announcements - In December 2025, the sales figures for major real estate companies were as follows: Poly Development at 12.16 billion yuan (-18.9%), China Merchants Shekou at 25.84 billion yuan (-14.5%), and New Town Holdings at 1.35 billion yuan (-57.8%) [2] - China Overseas Development issued bonds with a 3-year term at an interest rate of 1.60%-2.60% and a 5-year term at 1.80%-2.80% [2] Personnel Changes - Vanke A's Yu Liang retired due to age, resigning from his positions as director and executive vice president [3] Investment Analysis - The real estate sector remains a crucial asset allocation and investment direction for Chinese households, with stable housing prices being significant for economic circulation [3] - The 20th Central Committee's emphasis on promoting high-quality development in real estate suggests potential policy support [3] - High-quality residential properties may see a development wave due to policy guidance and changes in supply-demand structure [3] - The Hong Kong private residential market sentiment is gradually recovering, indicating a potential revaluation for Hong Kong developers [3] - The sector is rated "positive," with recommended companies including China Resources Land, China Merchants Shekou, New Town Holdings, and others [3]

万科企业股份有限公司在深圳证券交易所公告称，为稳妥推进公司债券"21万科02"本息兑付工作，特召 开持有人会议对本期债券本息兑付安排调整相关事项进行审议。本次持有人会议最终议案将由会议召集 人中信证券股份有限公司以公告方式在1月16日前发出补充通知，持有人会议时间等安排亦将在补充通 知中同步说明。 ...