（企查查） 据报道，万科企业在港交所公告称，公司董事长辛杰因个人原因提交书面辞职报告。第二十届董事会第二十四次会议已选举黄力平担任董事长。 企查查APP显示，目前，辛杰名下关联2家企业，分别为深圳市地铁集团有限公司、万科企业股份有限公司。值得注意的是，辛杰为深圳市地铁集团有限 公司法定代表人 、董事长，黄力平为深圳市地铁集团有限公司董事、总经理。 ...

公开资料显示，万科的新董事长黄力平出生于1968年，现年57岁。其于1991年获同济大学工学学士学位；1994年获同济大学工学硕士学位；现为教授级高 级工程师。 10月13日，港股万科企业低开超4%，一度跌超6%，消息面上，万科盘前发布重要人事变动公告。 截至9:53，港股万科企业跌3.84%，最新报5.01港元/股；A股万科A跌3.26%，报6.53元/股。 | < W | 万科企业(2202) | | | --- | --- | --- | | | 10-13 09:53:18 通 | | | 5.010 | 额 1.5亿 股本 119.31亿 市盈 11 -1.1 | 万得 | | | | 盘口 | | -0.200 -3.84% | 换 1.37% 市值 807亿 市净 0.28 | | | A股 6.54 -0.21 -3.11% | | 溢价(A/H) +43.06% | | 五日 日K 分时 | | 周Ｋ 月Ｋ 更多 ◎ | | 膏加 | | 均价:4.954 盘口 成交 | | 5.540 | | 6.33% 卖10 5.100 32.40万(18) | | | | 変分 5.090 14.4 ...

Core Viewpoint - Shenzhen Wanchang Commercial Development Co., Ltd. has been established with a registered capital of approximately 53.59 million yuan, indicating a strategic move in the real estate and commercial services sector [1] Company Summary - The legal representative of the newly established company is Xu Peigen [1] - The business scope includes real estate brokerage, non-residential real estate leasing, conference and exhibition services, marketing planning, social and economic consulting services, and catering management [1] - The company is jointly held by Vanke A (000002) and RECO VETIVER PRIVATE LIMITED, reflecting a partnership in the real estate market [1]

Group 1 - Vanke Enterprises announced the resignation of Chairman Xin Jie due to personal reasons, effective immediately upon submission of the resignation report [1] - Huang Liping has been elected as the new Chairman of the Board, with his term starting from the board's approval until the end of the current board's term [1] - Huang Liping currently serves as a director and audit committee member at Vanke, and has extensive experience in management roles within Shenzhen Metro Group [4] Group 2 - Vanke reported a revenue of 105.32 billion yuan for the first half of 2025, a year-on-year decrease of 26.23%, and a net loss attributable to shareholders of 11.95 billion yuan, compared to a loss of 9.85 billion yuan in the same period last year [5] - The company has actively optimized and added nearly 10 billion yuan in project resources and recovered close to 6 billion yuan in cash flow during the first half of the year [5] - Vanke has successfully repaid 24.39 billion yuan in public debt and has no foreign public debt due before 2027 [5]

Core Points - Vanke Enterprises Co., Ltd. announced the resignation of Chairman Xin Jie due to personal reasons, effective immediately upon submission of his resignation report to the board [1] - The board has elected Huang Liping as the new Chairman of the 20th Board of Directors and as the legal representative of the company [2] Background Information - Xin Jie, born in 1966, has held various positions in Shenzhen enterprises, became Chairman of Vanke in January 2025, and participated in public activities as Chairman in April 2025 [6]

Core Viewpoint - Vanke has appointed a new chairman, Huang Liping, following the resignation of the previous chairman, Xin Jie, due to personal reasons, marking a significant leadership change within the company [1][2]. Group 1: Leadership Change - Xin Jie submitted his resignation on October 12, effective immediately, and will no longer hold any position within Vanke [1]. - Huang Liping, a member of the "Shenzhen State-owned Assets System," has been elected as the new chairman, which is expected to ensure continuity and stability within the company [2][5]. - Xin Jie had a brief tenure as chairman, having taken over during a critical time for Vanke, and his departure comes as a surprise [4]. Group 2: Financial Challenges - Vanke is currently facing severe debt pressures, with short-term borrowings amounting to 23.146 billion and non-current liabilities due within a year reaching 134.713 billion, while cash and cash equivalents stand at only 69.348 billion, resulting in a funding gap exceeding 88.5 billion [8]. - To alleviate liquidity issues, the major shareholder, Shenzhen Metro Group, has provided substantial loans to Vanke, totaling over 25 billion this year, with favorable lending conditions [9][10]. - Fitch Ratings has downgraded Vanke's long-term issuer ratings, indicating concerns over the company's cash flow and the importance of continued shareholder support for meeting financial obligations [10]. Group 3: Operational Performance - Despite the financial challenges, Vanke reported a revenue of 105.3 billion in the first half of the year, with sales revenue nearing 70 billion and over 45,000 units delivered [11]. - The management has expressed confidence in addressing upcoming debt challenges and plans to enhance operational cash flow through various strategies, including accelerating sales and managing development pace [11]. - Huang Liping's leadership marks a new phase for Vanke, with expectations for improved financial stability and operational efficiency amid ongoing industry adjustments [11].

Core Points - Vanke has replaced its chairman for the second time within a year, with Xin Jie resigning for personal reasons on October 12, 2025 [1][3] - The resignation of Xin Jie will not affect the board's operations or the company's daily business, and the board will proceed with the election of a new director [3] Group 1 - Xin Jie submitted his resignation and will no longer hold any position within the company [1][3] - The board has elected Huang Liping as the new chairman, effective immediately [7] - Huang Liping has a strong background in engineering and management, having held various positions within Shenzhen Metro Group and Vanke [8] Group 2 - Vanke reported a revenue of 105.32 billion yuan and a contract sales amount of 69.11 billion yuan for the first half of 2025 [8]

Core Viewpoint - The resignation of Xinjie, the chairman of Vanke, has raised concerns about the company's stability during a critical period of financial recovery, with Huang Liping appointed as the new chairman to fill the vacancy [1][9][10] Group 1: Leadership Changes - Xinjie submitted his resignation on October 12, 2025, effective immediately, and will no longer hold any position within Vanke [1] - Huang Liping, previously a board member and deputy general manager of Shenzhen Metro Group, has been appointed as the new chairman of Vanke [9][10] Group 2: Company Background and Context - Vanke, once a flagship in the real estate industry, is currently facing significant risks, especially after the financial troubles of other major players like Evergrande and Country Garden [8] - Shenzhen Metro Group, as the largest shareholder of Vanke, has a more complex personnel adjustment process compared to Vanke, which is a publicly listed company with a more transparent and mandatory procedure for management appointments [5] Group 3: Financial Recovery Efforts - From January 2024 to September 2025, Vanke repaid approximately 46.154 billion yuan in debt, with Shenzhen Metro Group providing 25.941 billion yuan in low-interest loans to support this effort [8] - Vanke has also optimized its debt structure through new financing and refinancing amounting to 94.8 billion yuan, alongside 29.3 billion yuan in operating property loans [8]

Core Viewpoint - Vanke's chairman Xin Jie has resigned, and Huang Liping has been elected as the new chairman, marking a significant leadership change within the company [2][12]. Leadership Change - On October 13, Vanke A announced the election of Huang Liping as chairman following Xin Jie's resignation [2]. - Xin Jie, born in 1966, was originally set to retire in 2026 and has been a key figure in Vanke's leadership since joining the board in 2020 [3][6]. Historical Context - The relationship between Vanke and Shenzhen Metro Group began during the Baowan dispute, with Shenzhen Metro becoming the largest shareholder in 2017 [4]. - Xin Jie has held various leadership roles in different companies since 1998, culminating in his position at Vanke [5][6]. Financial Performance - Vanke's 2024 annual report indicates a total revenue of 343.18 billion yuan, a decrease of 26.32% year-on-year, and a net loss attributable to shareholders of 49.48 billion yuan [18]. - The company has faced significant financial challenges, with a net cash flow from operating activities of 3.8 billion yuan, down 2.87% from the previous year [18]. Support from Major Shareholder - Shenzhen Metro Group has provided substantial financial support to Vanke, including a loan of up to 2.064 billion yuan for debt repayment [17]. - In 2023, Vanke borrowed nearly 26 billion yuan from Shenzhen Metro, indicating ongoing financial reliance [17]. Strategic Initiatives - Under Xin Jie's leadership, Vanke restructured its management by eliminating regional company levels and centralizing authority at headquarters [16]. - The company aims to enhance risk control and strategic operations through the establishment of 11 new functional centers [16]. Future Outlook - Xin Jie expressed confidence in Vanke's ability to navigate challenges and emphasized the importance of support from Shenzhen Metro and other stakeholders [12][15].

Group 1 - The core point of the article is the leadership transition at Vanke, with the resignation of Chairman Xin Jie and the appointment of Huang Liping, highlighting the company's ongoing challenges and the importance of timely information disclosure [1][3][4] Group 2 - The "time lag" in information disclosure regarding Xin Jie's resignation has raised market concerns, as Vanke's previously strong governance reputation is now questioned [3][4] - Vanke reported a significant decline in performance for the first half of 2025, with a 26.2% drop in revenue and a net loss of 11.95 billion yuan, indicating a critical state for the company [4][5] - The company is undergoing a major restructuring, including the sale of non-core assets to recover over 15 billion yuan in cash and a shift to a centralized management structure to reduce costs and improve efficiency [5][6] Group 3 - Huang Liping's background as a senior executive at Shenzhen Metro Group suggests a continuation of state support for Vanke, with nearly 26 billion yuan in loans provided since early 2025 [6][7] - The new chairman faces the challenge of balancing state control with market efficiency while ensuring the stability and revitalization of Vanke [6][7] - The future of Vanke depends on three factors: the sustainability of state support, the effectiveness of its self-rescue efforts, and the overall recovery of the real estate industry [7]