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担任万科董事长9个月,辛杰做了什么?
VANKEVANKE(SZ:000002) 第一财经·2025-10-13 02:07

Core Viewpoint - The resignation of Xin Jie as chairman of Vanke after approximately nine months in office highlights ongoing challenges within the company, despite efforts to stabilize its operations and finances under the support of its major shareholder, Shenzhen Metro Group [3][13][17]. Group 1: Leadership Changes - Xin Jie has resigned from his positions as director and chairman of Vanke due to personal reasons, with Huang Liping elected as the new chairman [3][17]. - Huang Liping, born in 1968, has a background in Shenzhen Metro Group and has been a director at Vanke since June 2021 [16][17]. - Xin Jie had been in charge of Vanke since January 2023, implementing significant organizational changes and attempting to stabilize the company's credit [3][12]. Group 2: Organizational Restructuring - Under Xin Jie's leadership, Vanke underwent a major organizational restructuring aimed at reducing management layers and centralizing authority at the headquarters [10][12]. - The new structure eliminated regional levels, transitioning from a "5+2+2" model to 16 city companies directly managed by headquarters, enhancing operational efficiency [12]. - Despite these changes, the position of president remains vacant, indicating ongoing adjustments within the management team [12]. Group 3: Financial Challenges - Vanke is facing significant financial difficulties, reporting a projected loss of over 49 billion yuan for 2024, marking its first loss since its listing 34 years ago [13][15]. - The company has received approximately 26 billion yuan in loans from Shenzhen Metro Group to help manage its debt obligations, with a low interest rate of 2.34% [13][15]. - As of mid-2023, Vanke's short-term borrowings totaled approximately 231.46 billion yuan, with a substantial liquidity gap highlighted by a decrease in cash reserves [15]. Group 4: Market Position and Sales Performance - Vanke's sales have significantly declined, with a reported 40% drop in sales volume compared to the previous year, achieving only 100.29 billion yuan in sales over the first nine months of 2023 [15]. - The company has minimized its land acquisition activities, securing only six new projects in the first half of the year, reflecting a cautious approach to capital expenditure [15].