久融控股(02358)发布公告，集团近期涉及由杭州联合农村商业银行股份有限公司(原告人)针对集团若干 附属公司提起的五项法律诉讼案件，累计涉案总额约人民币2.83亿元。董事会获悉，由于该等诉讼所采 取的财产保全措施，集团若干附属公司于中国的银行户口已被冻结。截至本公告刊发日期，被冻结的银 行存款总额累计约为人民币1272.14万元，占公司最近一期经审计流动资产约1.75%。据董事会所知，截 至本公告刊发日期，集团并无其他资产被冻结。 于2026年2月2日，集团收到法院发出的正式法律文件。董事会经初步评估后认为，该等诉讼及银行户口 被冻结将造成对集团现金流的占用，但对集团整体运作的影响尚有待进一步评估。针对此情况，集团正 就该等诉讼寻求中国法律顾问的意见。目前，集团管理层正积极与原告人银行进行磋商，以期就相关贷 款安排及任何潜在违约事项达成和解。相关讨论包括偿还借款的途径、减少对现有运营业务的影响、续 贷安排及延长逾期款项的偿还期限。有关磋商仍在进行中，公司将于适当时候就任何重大进展另行刊发 公告。此外，集团管理层已采取积极行动与其他银行开展谈判，尽量减少交叉违约对集团产生的影响， 寻求在相关法律框架下保护集团 ...

格隆汇2月3日丨久融控股(02358.HK)公布，集团近期涉及由杭州联合农村商业银行股份有限公司("原告 人")针对集团若干附属公司提起的五项法律诉讼案件。 董事会获悉，由于该等诉讼所采取的财产保全措施，集团若干附属公司于中国的银行户口已被冻结。截 至公告刊发日期，被冻结之银行存款总额累计约为人民币12,721,423元，占公司最近一期经审计流动资 产约1.75% 。据董事会所知，截至公告刊发日期，集团并无其他资产被冻结。 于2026年2月2日，集团收到法院发出的正式法律文件。董事会经初步评估后认为，该等诉讼及银行户口 被冻结将造成对集团现金流的占用，但对集团整体运作的影响尚有待进一步评估。针对此情况，集团正 就该等诉讼寻求中国法律顾问之意见。目前，集团管理层正积极与原告人银行进行磋商，以期就相关贷 款安排及任何潜在违约事项达成和解。相关讨论包括偿还借款的途径、减少对现有运营业务的影响、续 贷安排及延长逾期款项之偿还期限。有关磋商仍在进行中，公司将于适当时候就任何重大进展另行刊发 公告。此外，集团管理层已采取积极行动与其他银行开展谈判，尽量减少交叉违约对集团产生的影响， 寻求在相关法律框架下保护集团的资产与运 ...

Core Viewpoint - Vanke, once a leader in the real estate industry, is facing an unprecedented debt repayment crisis due to an upcoming domestic bond maturity, specifically the "22 Vanke MTN004" bond, which amounts to 2 billion yuan [1]. Group 1: Debt Situation - The bond, originally due on December 15, 2025, requires Vanke to repay 2 billion yuan in principal along with the final year's interest [1]. - Vanke's liquidity is tightening amid an overall downturn in the real estate sector, compounded by reduced financial support from its major shareholder, Shenzhen Metro [1]. - Vanke proposed three different extension plans to negotiate with creditors, all of which ultimately failed to gain approval [1]. Group 2: Proposed Plans - The first plan simply proposed a one-year extension of the repayment period with a maintained interest rate of 3%, lacking additional guarantees, which creditors deemed insufficient [1]. - The second and third plans included a credit enhancement mechanism with a guarantee from Shenzhen state-owned assets, providing some security for creditors [2]. - The second plan received 83.4% approval from voting rights, a notably high percentage, but failed to meet the 90% threshold required for enactment [4]. Group 3: Consequences of Failure - If Vanke cannot secure the remaining 7% of voting rights support within the five working days following December 15, it will face unavoidable default, marking its first domestic public debt default [6]. - This default could trigger cross-default clauses, potentially leading to demands for early repayment of other outstanding debts, resulting in a repayment pressure of hundreds of billions of yuan [7]. - A full default may necessitate debt restructuring, which would preserve the company's operational status and listing while addressing its debt issues [9]. Group 4: Importance of Negotiation - The next five working days are critical for Vanke, as successful negotiations could alleviate liquidity pressures, while failure could lead to a chain reaction of defaults and significant impacts on the company's reputation and market confidence [11].