中国基金报·2025-11-20 10:40Core Viewpoint - The new chairman of Vanke, Huang Liping, emphasizes the need for collective efforts to systematically resolve risks faced by the company, highlighting the challenges in the transition of the real estate development model and the necessity for patience and confidence in overcoming these difficulties [4][5]. Group 1: Company Strategy and Governance - Vanke will focus on strategic alignment with the "14th Five-Year Plan" to promote high-quality development in real estate, optimizing business layout and structural adjustments while maintaining stability in residential development [4][5]. - The company aims to enhance governance by establishing a transparent management mechanism that combines effective control with organizational vitality, reducing management levels from "three and a half" to "two" to improve operational efficiency [5][7]. - Vanke plans to leverage new technologies and sustainable practices to create competitive products and services, fostering collaboration with partners to enhance operational capabilities [5][6]. Group 2: Financial Performance and Market Outlook - From January to October, Vanke reported sales of 115.28 billion yuan, with a slight increase in revenue from operational services, indicating a solid foundation in product and service capabilities [7]. - The company has added 22.8 billion yuan in marketable assets in the first ten months, supported by policy measures to revitalize resources [7]. - Vanke's management acknowledges ongoing operational pressures but is committed to improving efficiency and enhancing profitability through strategic capital operations and divestment of non-core assets [8][9]. Group 3: Industry Trends and Future Prospects - Vanke's executive vice president, Yu Liang, believes that the real estate industry is poised to gradually emerge from its adjustment phase as policies are implemented, leading to a new stage of stable development [9]. - The "14th Five-Year Plan" underscores the importance of the real estate sector in improving living standards and emphasizes the need for high-quality housing and services, which will be foundational for future competitiveness [9].