首次赎回万达广场，万达“瘦身”计划现变数？

Group 1 - The core point of the news is that Yantai Zhifu Wanda Plaza has undergone a significant change in ownership, with Wanda Group regaining control after a year of being sold to other investors [1] - The new controlling shareholder is Shanghai Wanda Ruichi Enterprise Management Co., Ltd., which is fully owned by Wanda Group, indicating a strategic shift back to core assets [1] - The management team has also changed, with the original management stepping down and Wanda executives taking over key positions, reflecting a consolidation of control [1] Group 2 - Wanda Group has been actively divesting assets to alleviate debt pressure, having sold over 80 Wanda Plazas in 2023 alone, including a significant sale of 48 plazas in major cities [1][2] - Despite the redemption of Zhifu Wanda Plaza marking a turning point in Wanda's asset reduction strategy, the company still faces substantial debt, with total executed amounts exceeding 140 billion yuan [3] - Analysts suggest that the redemption of this plaza may signal the nearing end of Wanda's asset disposal phase, with a focus on retaining high-value properties for potential future listings or REIT expansions [3]