Core Viewpoint - Vanke has announced the election of Huang Liping as the new chairman following the resignation of Xin Jie, who has been missing for 23 days. The company emphasizes that this change will not affect the board's operations or daily business activities [1][4]. Group 1: Leadership Changes - Xin Jie resigned from his position as non-executive director and chairman due to personal reasons and will no longer hold any position at Vanke [1]. - Huang Liping, the new chairman, has a strong engineering background and has been involved with Vanke's board since June 2021, which is expected to ensure continuity in governance [9][12]. Group 2: Xin Jie's Background - Xin Jie, born in 1966, had a diverse career spanning various sectors, including real estate and management, before taking on leadership roles at Vanke and Shenzhen Metro Group [5][7]. - He joined Vanke's board in July 2020 and became chairman in October 2023, implementing significant organizational changes during his tenure [8]. Group 3: Financial Support and Challenges - Shenzhen Metro Group, Vanke's largest shareholder, has provided substantial financial support, totaling 25.941 billion yuan in loans at a low interest rate of 2.34% to stabilize Vanke amid ongoing liquidity challenges [13]. - Despite the support, Shenzhen Metro Group reported a revenue decline of 21.67% in the first half of 2025, indicating its own financial pressures [14]. Group 4: Vanke's Performance and Strategy - Vanke achieved a revenue of 105.3 billion yuan in the first half of 2025, with a sales return rate of 100% and a high project turnover rate [15]. - The company has successfully managed to pay off all public debts due in 2023 and has implemented strategies to optimize its existing assets, generating significant cash flow [14][15].

Core Viewpoint - Vanke's delayed announcement regarding the resignation of former chairman Xin Jie and the appointment of Huang Liping as the new chairman has raised concerns in the market about the company's communication and response to unexpected situations [1][3]. Group 1: Company Announcement - The resignation of Xin Jie was rumored for some time, and the official announcement was made on October 13, stating it was due to personal reasons, with Huang Liping appointed as the new chairman [3]. - The timing of the announcement, coming after significant public speculation, has led to questions about the company's transparency and the reasons behind Xin Jie's departure [3][4]. Group 2: Market Reaction - The market is particularly sensitive to information timeliness, especially in the real estate sector, which is currently undergoing adjustments [3]. - The lack of proactive communication from Vanke during this period of speculation has amplified market uncertainties regarding the company's future direction and management stability [3][4]. Group 3: Importance of Communication - For long-term investors, a company's ability to respond to unexpected events and maintain transparency is often more critical than short-term performance [4]. - The need for Vanke to improve its communication strategy is emphasized, particularly during key industry periods, to maintain investor confidence [4].

Core Viewpoint - The resignation of Xinjie as chairman of Vanke and the appointment of Huang Liping as the new chairman is a significant leadership change aimed at stabilizing the company amid ongoing challenges [1][2][3] Group 1: Leadership Change - Xinjie submitted his resignation as chairman of Vanke on October 12, 2025, citing personal reasons, and will no longer hold any position within the company [1] - Huang Liping, previously a board member and the deputy secretary of the Party Committee at Shenzhen Metro Group, has been elected as the new chairman of Vanke [2] - The transition is expected to ensure continuity and stability within the company, as Huang is familiar with Vanke's operations [2] Group 2: Company Performance and Strategy - Vanke has made progress in risk management and reform, with all public debts due in the first half of 2025 being repaid on time, and no overseas public debts maturing before 2027 [3] - The company reported a revenue of 105.3 billion in the first half of 2025, with residential sales revenue nearing 70 billion and a sales collection rate of 100% [3] - Vanke's projects have shown strong performance, with over 45,000 units delivered and a sales absorption rate exceeding 90% in multiple locations [3] Group 3: Market Reaction - Following the announcement of the leadership change, Vanke A shares fell approximately 3.4%, with a market capitalization of around 77.7 billion, while H shares dropped about 4.6% [3]

10月13日，万科公告，辛杰辞去万科董事长。此时，是他担任深铁一把手的第八年，出任万科董事的第 五年，出任万科董事长的第260天。 如果不是曾兼任万科董事长，辛杰的起落可能不会引发如此强烈关注。 此次公告辞职之前，于深铁、万科的官方动态中，辛杰已有一段时间未见消息。9月下旬，网络曝出多 名万科员工署名按手印的公开信，要求万科退还跟投款项。公开信点名希望辛杰回应，但无论是万科还 是辛杰，均报以之沉默。 辛杰的上一次公开露面，还要追溯到万科股东大会，在会上，他向投资者表示，要竭尽所能、全力以 赴，共同推动公司重归健康发展轨道。 现在，辛杰至少不能以万科董事长的身份看到万科回到健康发展轨道了。 辛杰1966年出生，属马，今年59岁，这是国企领导十分敏感的年龄。倒在59岁这个门槛上的领导干部不 在少数。 从沈阳工业大学的一名普通毕业生，到南下闯深圳的一分子，经由基层岗位一路擢升，成为深圳庞大国 资体系中排名第三的深铁集团的一把手，又在房企标杆万科遭遇困难之际临危受命，辛杰也算有过高光 时刻。 据知情人士说，辛杰的"做派"，多少有些复杂，既有果决、擅权，甚至专横的一面，又有低调、谨慎的 一面。人性的复杂，便是如此。 深 ...

| < w | 万科企业(2202) | | | | --- | --- | --- | --- | | 集合竞价 10-13 09:20:08 通 | | | | | 4,970 万得 | | | | | 盘口 -0.240 -4.61% 换 0.10% 市值 804亿 市净 0.28. | | | | | A股 6.52 -0.23 -3.41% 溢价(A/H) +43.77% | | | | | 分时 五日 | | | | | 鲁加 均价:4.970 盘口 成交 | | | | | 5.470 4.99% 卖10 5.070 8300(2) | | | | | 卖9 5.060 3.30万(4) | | | | | 5.050 1.50万(2) | | 378 | | | 5.040 1.30万(1) | | 37 | | | 5.030 -- (0) | | 三6 | | | 0.00% [买5 5.020 5000(1) 5.210 | | | | | 卖4 5.010 -- (0) | | | | | 5.000 40.40万(14) | | 323 | | | 327 | | | 4.990 3 ...

Core Viewpoint - Vanke Enterprises announced the resignation of its chairman, Xin Jie, due to personal reasons, and Huang Liping has been elected as the new chairman [1] Company Summary - Vanke Enterprises has made a leadership change with the resignation of chairman Xin Jie [1] - Huang Liping has been appointed as the new chairman following the decision made in the 24th meeting of the 20th Board of Directors [1]

2025年4月，辛杰首次以万科集团董事长身份亮相公开场合；6月27日，万科召开2024年度股东大会，辛 杰作为深铁及万科集团董事长出席并主持会议。 10月13日上午，万科发布公告称，董事会于10月12日收到公司董事长辛杰提交的书面辞职报告。 公告显示，辛杰因个人原因申请辞任公司非执行董事及董事长职务，辞任后不再担任万科任何职务。同 时，第二十届董事会第二十四次会议选举黄力平担任董事长，任期自董事会审议通过之日起至公司第二 十届董事会任期届满之日止。 2025年1月27日，万科公告称，由深圳地铁集团党委书记、董事长辛杰接替郁亮担任万科第二十届董事 会主席。万科称，为有效化解风险，切实保护购房人、债权人、投资人的利益，董事会决定充实集团经 营管理力量，利用大股东深圳市地铁集团有限公司在内的各方资源优势，推动万科稳健经营。 万科集团官网显示，辛杰于1966年出生，现年59岁。其于1988年获沈阳工业大学工学学士学位；2005年 获香港理工大学工商管理硕士学位；现为正高级工程师、高级经济师。 从过往从业经历看，辛杰曾先后供职于深圳圣廷苑酒店有限公司、深圳市长城投资控股股份有限公司、 深圳市天健（集团）股份有限公司。在 ...

10月13日，万科发布公告，公司召开董事会会议，会议选举黄力平为公司董事长，辛杰因个人原因申请辞任公司非执行董事及董事长职务，辞任后将不再 担任万科任何职务。 万科在公告中特别强调，辛杰的辞任不会导致董事会成员低于法定人数，不会影响董事会的正常运作和公司的日常经营。董事会将按照法定程序尽快完成 董事的补选工作。 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。 从职业路径来看，黄力平的职业生涯始终围绕深圳本土国企展开。1994年4月-1999年6月，历任深圳市工勘岩土工程公司工程师、副总工程师、总工程 师；1999年6月-2014年8月，历任深铁集团业务主管、2号线建设分公司副经理、7号线建设分公司副经理(主持工作)、7号线建设分公司经理；2014年8 月-2018年8月，任深铁集团副总经理、党委委员；2018年8月-2021年2月，任深圳市人才安居集团有限公司党委副书记、董事、总经理；2021年2月至今， 任深铁集团党委副书记、董事、总经理；2021年6月至今，任万科集团董事。 业内人士认为，新任 ...

港交所网站消息，10月13日，万科企业（HK.02202）公告，辛杰因个人原因申请辞任本公司非执行董 事及董事长职务，辞任后将不再担任本公司任何职务。第二十届董事会第二十四次会议选举黄力平担任 董事长，任期自董事会审议通过之日起至本公司第二十届董事会任期届满之日止。 此前，10月11日下午，据自媒体账号"土楼研究所"爆料，深圳地铁集团党委书记、董事长兼万科集团董 事长辛杰已失联，且被指于9月18日在深圳一场会议中被当场带走。 公开资料显示，辛杰生于1966年，拥有沈阳工业大学工学学士学位及香港理工大学工商管理硕士学位， 兼具正高级工程师与高级经济师双重职称，其专业背景横跨技术与管理两大领域。 2025年1月27日，万科公告，预计2024年归属股东净亏损450亿元，去年同期实现盈利121.63亿元。较去 年同期下降470%。 辛杰（资料图） 1988年毕业后，辛杰先后在深圳外贸集团和长城物业管理公司工作，积累了丰富的企业运营经验。直到 1998年8月，他出任深圳市长盛实业副经理，逐步进入公众视野。 1999年，辛杰担任深圳圣廷苑酒店筹备组负责人，随后升任董事长兼总经理，将该酒店打造成为深圳知 名的五星级地标。 ...

辛杰掌管万科至今未满一年。今年1月27日，万科发布系列公告，为有效化解风险，切实保护购房人、债权人、投资人的利益，董事会决定充实集团经营 管理力量，利用大股东深圳市地铁集团有限公司在内的各方资源优势，推动万科稳健经营。同日公告显示，由深圳地铁集团党委书记、董事长辛杰接替郁 亮担任万科第二十届董事会主席；同年4月，辛杰首次以"万科集团董事长"身份亮相公开场合；6月27日，万科召开2024年度股东大会，辛杰作为深铁及万 科集团董事长与一众高管出席并主持会议。 从公开报道来看，辛杰最近的一次公开露面是今年的8月底。8月29日，通力电梯与深铁集团、万科集团在深圳正式签署战略协议，进一步深化在商业建筑 及轨道交通领域的合作，辛杰作为重要嘉宾出席签约仪式。 10月13日，万科企业股份有限公司发布公告，董事会于2025年10月12日收到本公司董事长辛杰提交的书面辞职报告。辛杰因个人原因申请辞任本公司非执 行董事及董事长职务，辞任后将不再担任本公司任何职务。 同时，第二十届董事会第二十四次会议选举黄力平担任董事长，任期自董事会审议通过之日起至本公司第二十届董事会任期届满之日止。 据万科集团官网显示，辛杰于1966年出生，现年 ...