5月21日晚间，万科（000002.SZ）公告已与公司第一大股东深圳市地铁集团有限公司（以下简称"深铁 集团"）签署借款合同，并收到深铁集团提供的42亿元借款，三家担保主体提供了信用保证。 今年2月，万科披露深铁集团拟向公司提供借款不超过42亿元，约定初始由万科全资子公司上海万科投 资管理有限公司、深圳市万科发展有限公司、万科公寓管理有限公司提供保证担保，并在未来三个月 内，万科需在取得股东大会审议通过后，提供不超过价值60亿元的资产进行抵押或质押，同时解除三家 担保主体的保证担保安排，即增信置换。 目前，万科已收到这笔借款，双方还签署了一份补充协议，约定以不超过60亿元的万物云 （02602.HK）股票作为原借款合同质押物，质押率为70%。该股票质押事项需取得万科股东大会审议 通过，若万科未能根据本补充协议约定，完成股 票质押合同签署及办理质押登记，深铁集团有权要求万科立即偿还原借款合同项 下的借款本息，或提供深铁集团认可的其他合格担保。 《中国经营报》记者注意到，这是万科今年年内第二次将万物云股票质押给深铁集团。对于此次再获大 股东借款，一位接近万科人士告诉记者："总之是融资利好。" 累计借款近120亿元 ...

Core Viewpoint - Vanke is replacing the collateral for a 4.2 billion yuan loan from Shenzhen Metro Group with shares of Wanwu Cloud, increasing the collateral value to a maximum of 6 billion yuan [1] Group 1: Loan and Collateral Details - The original loan of 4.2 billion yuan was provided by Shenzhen Metro Group to Vanke in February, with collateral from three wholly-owned subsidiaries of Vanke [1] - A supplementary agreement was signed on May 21, allowing Vanke to use shares of Wanwu Cloud as collateral, with a collateralization rate of 70% [1] - If the stock price falls below a certain threshold for three consecutive trading days, Vanke must either add more collateral or repay part of the loan within five working days [1] Group 2: Previous Loans and Total Exposure - Prior to the 4.2 billion yuan loan, Shenzhen Metro had provided a 2.8 billion yuan loan, also secured by Wanwu Cloud shares, bringing the total collateralized amount to 10 billion yuan [2] - The stock price of Wanwu Cloud was 20.54 HKD per share at the time of the first loan, and it was 20.95 HKD per share as of May 21 [2] - The total shares pledged correspond to approximately 5.16 million shares, representing about 44.5% of Wanwu Cloud's equity [2] Group 3: Investor Sentiment and Market Conditions - Investors express concern that if Vanke cannot repay its debts, the ownership of Wanwu Cloud could change hands, depending on market conditions and Vanke's sales performance [2]

Group 1 - The State Council has removed Wang Jianjun from the position of Vice Chairman of the China Securities Regulatory Commission [1] - The China-ASEAN Economic and Trade Ministers' Special Meeting announced the completion of negotiations for the China-ASEAN Free Trade Area 3.0 [1] - Eight departments issued measures to support financing for small and micro enterprises, allowing eligible companies to list on the New Third Board and later on the Beijing Stock Exchange [1] Group 2 - Shanghai has launched a special action plan to boost consumption, including subsidies for new digital products and support for green home appliances [1] - Seven banks, including Ping An Bank and CITIC Bank, have lowered their deposit rates by 15 basis points for both 1-year and 2-year fixed deposits [1] - UBS expressed optimism about the Chinese stock market, predicting significant foreign capital inflows in the coming quarters, with Hong Kong stocks slightly outperforming A-shares [1] Group 3 - Vanke A announced a pledge of up to 6 billion yuan worth of Wanwu Cloud shares as collateral for a loan agreement with Shenzhen Metro Group [2] - Guokai Micro announced a major asset restructuring plan, leading to a suspension of its stock; Hongming Co. plans to acquire 83% of Shenzhen Chisu for 151 million yuan, which is expected to constitute a major asset restructuring [2] - Shanghai Laishi's controlling shareholder plans to increase its stake in the company by 250 million to 500 million yuan [2] Group 4 - The stock of *ST Jinshi will have its delisting risk warning removed starting May 23, while *ST Nongshang will also have its delisting risk warning lifted on the same date [2][3] - Zhongyi Da announced that it has not set specific quantitative standards for determining "major abnormalities," leaving the judgment to market conditions [3] - Dragon Flag Technology plans to issue H-shares and list on the main board of the Hong Kong Stock Exchange [3]

智通财经5月21日电，万科A(000002.SZ)公告称，已与深圳地铁集团签署《不超过人民币42亿元借款合 同》，并收到42亿元借款。同时，公司与深铁集团签署了《42亿借款补充协议》，约定以不超过60亿元 万物云股票作为原借款合同质押物，并提供70%的质押率。若股东大会未能审议通过股票质押事项，万 科需提供其他合格担保或偿还借款本息。 万科A：约定以不超60亿元万物云股票作为与深铁集团借款合同质押物 ...