Core Viewpoint - The recent tenant eviction notices in Shenzhen's "Boyu" rental properties are part of Vanke's strategic adjustment to focus on core quality assets and improve operational efficiency, rather than a general contraction of the long-term rental apartment business [1] Group 1 - Since December, multiple "Boyu" rental tenants in Shenzhen have received eviction notices, affecting over 10 locations including Longhua Guanlan Jincui Community and Longgang Wuhe Dafapu Community [1] - The internal representatives of Boyu indicated that the evictions are primarily targeting low-efficiency or high-risk existing projects [1] - This strategic adjustment aligns with Vanke's goal to enhance operational efficiency and concentrate on high-quality assets [1]

万科海外(01036)发布公告，自2025年12月19日起，公司执行董事孙嘉先生将辞任公司提名委员会成 员，而公司执行董事叶凯雯女士将获委任为提名委员会成员。 ...

Core Viewpoint - Vanke Overseas (01036) announced that effective December 19, 2025, Mr. Sun Jia will resign from the company's nomination committee, while Ms. Ye Kaiwen will be appointed as a member of the nomination committee [1] Group 1 - Mr. Sun Jia will resign from the nomination committee [1] - Ms. Ye Kaiwen will be appointed to the nomination committee [1]

格隆汇12月19日丨万科海外(01036.HK)宣布，自2025年12月19日起，公司执行董事孙嘉将辞任公司提名 委员会成员，而公司执行董事叶凯雯将获委任为提名委员会成员。 ...

Core Viewpoint - Vanke A's management has confirmed that there has been no change in the personal shareholding of its senior management [1] Group 1 - The company stated that according to the regulations, senior management must report and disclose any share reduction plans to the Shenzhen Stock Exchange at least fifteen trading days before selling shares [1] - Currently, the company has not received any notifications from senior management regarding plans to reduce their holdings [1]

Group 1 - The core viewpoint of the article is that Vanke A emphasizes the importance of technological innovation and adheres to the strategy of integrating technology into its business operations [2] Group 2 - Vanke A responded to investor inquiries on an interactive platform, reinforcing its commitment to technology-driven business practices [2]

Group 1 - The management of Vanke A has confirmed that there has been no change in their personal shareholdings, addressing concerns about potential sell-offs [1] - Vanke A reported that senior management must disclose any plans to reduce shareholdings at least 15 trading days prior to selling, and no such plans have been communicated [1] - As of the 2025 semi-annual report, current board member and executive vice president Yu Liang holds 7,394,945 shares, representing 0.0620% of total shares, while executive vice president and CFO Han Huihua holds 141,000 shares, representing 0.0012% [1] Group 2 - Vanke A has completed 19 bulk asset transactions in the first three quarters of the year, achieving a signed amount of 6.86 billion yuan, covering various asset types [1] - The company has established asset exit channels, including asset securitization, and its REITs have performed well [1] - Vanke A is seeking to extend the maturity of its bonds, with a total of 5.871 billion yuan due for repayment by the end of December [4] Group 3 - The company announced a second bondholders' meeting to discuss the extension of the bond repayment schedule [4] - As of December 19, Vanke A's stock price was 4.9 yuan per share, reflecting a 0.62% increase [4] - The bondholders' meeting for the 22 Vanke MTN004 bond had 20 participating institutions, with 18 voting, representing 99.45% of the total voting rights [2]

Core Viewpoint - Vanke A is actively advancing bulk asset transactions, having completed 19 projects with a signed amount of 6.86 billion yuan in the first three quarters of the year, covering various asset types such as commercial, office, hotel, and apartment [1] Group 1: Bulk Asset Transactions - The company has completed 19 bulk transactions this year, achieving a total signed amount of 6.86 billion yuan [1] - The transactions encompass a diverse range of assets, including commercial, office, hotel, and apartment properties [1] Group 2: Business Optimization and Exit Strategies - Business optimization and exit strategies are being implemented in an orderly manner, with the ice and snow business having signed an agreement with China Travel Group [1] - The company has established multiple exit channels for assets, including asset securitization [1] Group 3: REITs Development - The company’s established REIT, Zhongjin Yinli Consumer Infrastructure REIT, has performed well [1] - Additionally, the company has set up three PRE-REITs funds to further enhance its investment strategies [1]

（文章来源：每日经济新闻） 每经AI快讯，12月19日，据深交所互动易消息，针对投资者提出的管理层持股是否有变动的问题，万 科企业股份有限公司回应称，"公司管理层的个人持股数量无变化"。根据《上市公司董事、监事和高级 管理人员所持本公司股份及其变动管理规则》的规定，高级管理人员如计划通过深交所集中竞价交易或 者大宗交易方式转让股份的，应当在首次卖出前十五个交易日向深交所报告并披露减持计划，目前公司 未收到任何高级管理人员告知有减持计划。 ...

12月19日，万科A在互动平台表示，公司管理层的个人持股数量无变化。根据《上市公司董事、监事和 高级管理人员所持本公司股份及其变动管理规则》的规定，高级管理人员如计划通过深交所集中竞价交 易或者大宗交易方式转让股份的，应当在首次卖出前十五个交易日向深交所报告并披露减持计划，目前 公司未收到任何高级管理人员告知有减持计划。 ...