#行情 万科境内债“21万科02”盘中跌24.7%，临时停牌。此前万科2022年度第四期中期票据（22万科MTN004）展期方案投票结果出炉，三项展期方案均未获债券持有人有效通过，这笔20亿元的中票兑付日已进入倒计时，开始动用5天的宽限期。外汇交易员 (@myfxtrader):REDD：出席债券持有人会议的投资者表示，如果投资者不投票赞成万科延长12月15日到期的债券到期日的提议，万科将利用招股说明书提及的5天宽限期，与投资者进行谈判。 https://t.co/8d7Md5FjeH ...

中国万科2028年1月到期债券跌幅超20%。 ...

Group 1 - The "21 Vanke 02" bond experienced a decline of over 24%, leading to a temporary trading halt [1] - The "23 Vanke 01" bond fell by more than 5% [1] - The "22 Vanke 04" bond decreased by over 3% [1]

万科企业股份有限公司（以下简称"公司"）在中国银行间市场交易商协会网站（简称"交易商协会"，www.nafmii.org.cn）披露了《关于万科企业股份有限 公司2022年度第四期中期票据宽限期内本息偿付安排的公告》。根据相关规定，公司同步在巨潮资讯网（www.cninfo.com.cn）对该公告予以刊登，供参 阅。 | 发行人名称 | 万科企业股份有限公司 | | --- | --- | | 债项名称 | 万科企业股份有限公司 2022年度 | | | 第四期中期票据 | | 债项简称 | 22 万科 MTN004 | | 债项代码 | 102282715 | | 发行金额(亿元) | 20.00 | | 起息日 | 2022-12-15 | | 发行期限 | 3 स | | 债项余额(亿元) | 20.00 | | 偿还类别 | 本息兑付 | | 本计息期债项利率(%) | 3 | | 本息兑付日 | 2025-12-15 | | 本期应偿付本息金额 | 正在筹备召开第二次持有人会议 | | (亿元) | 商议相关安排 | | 宽限期约定 | 根据《万科企业股份有限公司 2022 | | | 年度第四期中 ...

每经AI快讯，12月15日，港股万科企业股价下跌5.4%，报3.48港元。 （文章来源：每日经济新闻） ...

Financial Distress - China Vanke, a distressed developer, faces potential default risk [1] - Creditors rejected China Vanke's initial proposal to postpone an upcoming bond payment [1] Company Strategy - China Vanke plans to refine its proposal to delay the bond payment following creditor pushback [1]

万科港股早盘低开5.4%，展期议案未通过。 ...

万科股价在香港市场下跌5.4%。 ...

Core Viewpoint - Vanke's fourth phase of medium-term notes for 2022, "22 Vanke MTN004," failed to pass all three proposals during the bondholders' meeting, indicating investor reluctance to support market-based debt solutions [1][4][5] Group 1: Meeting Results - As of the debt registration date on December 9, 2025, 20 institutions held the bonds, with 18 participating in the meeting, representing 99.45% of total voting rights [3] - Proposal one, which aimed to adjust the repayment arrangements, received no support, with 76.70% of voting rights opposing it [3] - Proposal two, concerning additional credit enhancement measures, garnered 83.40% support but was still opposed by 16.05% of voting rights [3] - Proposal three, which combined adjustments to repayment arrangements and additional credit measures, received only 18.95% support [3] Group 2: Implications of the Meeting - All three proposals failed to pass as they required over 90% approval from bondholders, highlighting a significant divide between Vanke and its creditors [4] - Vanke acknowledged the meeting's outcome and expressed regret over the impact on stakeholders, indicating a need for further communication and collaboration to find a solution [4][6] Group 3: Financial Context - The bond has a total outstanding balance of 3.7 billion yuan, with an interest rate of 3%, and the principal repayment date set for December 28, 2025 [7] - A grace period of five working days is in place, during which Vanke can make full payments without being considered in default [6][8] Group 4: Market Reactions and Future Outlook - Analysts suggest that the failure of the proposals reflects increasing pressure on Vanke to address its debt issues, with external financing channels becoming problematic [5][8] - Comparisons are drawn with other real estate companies like Sunac and Country Garden, which have successfully restructured their debts, indicating that Vanke's approach may need to evolve to include debt reduction strategies [8]

根据万科2022年度第四期中期票据展期方案投票结果，三项展期方案均未获90%的生效门槛。 其中，议案一遭零票支持；16家机构投出反对票，有效表决权数额为15340000，占总表决权数额的 76.70%；其他表决权均弃权。议案二获得83.40%的同意表决，也是最接近通过的方案。 20亿中票展期方案未获债权人有效通过（详情《万科"22万科MTN004"20亿债展期方案未获有效通过， 有5个"宽限日"》），12月15日，万科企业股份有限公司（万科A，000002.SZ）发布关于2022年度第四 期中期票据（22万科MTN004）第一次持有人会议的答复公告，确认知晓本次债券持有人会议的表决结 果，并就展期相关事宜给各相关方带来的影响致歉。万科表示，公司将与各方坦诚沟通协商，研究完善 举措，继续寻求本期债券解决方案，维护各方长远共同利益。 同日，该债券召集人及存续期管理机构上海浦东发展银行股份有限公司发布公告，为稳妥推进该期中票 本息兑付工作，维护各方长远共同利益，经公司与投资人坦诚沟通协商，定于2025年12月18日10时召开 第二次持有人会议，对本期债券展期相关事项进行审议。 此次涉及的债券"22万科MTN004" ...