房地产行业进入"好房子"时代，上半年万科多地新盘热销。 不仅改革化险稳步推进，融合发展也取得积极进展。不久前的股东会上，万科管理层表示，将进一步加 强与大股东深铁集团的融合发展，发挥好双方资源禀赋，形成多元场景、多业态复合的城市服务新生 态。 继二季度万科与深铁在长租公寓领域开展战略合作后，近日万科与深铁又上线了全球首例由"机器人自 主搭乘地铁为商家配送货"的试点合作——在深圳地铁2号线湾厦站，由万科旗下万纬物流集成研发的机 器人，利用地铁的空闲时间段满载补给商品，自行搭乘地铁，自主规划最优搭乘线路，为湾厦站及线上 其它站内7-Eleven门店配送货。过去，地铁商铺一直存在配送货难题，门店货物配送只能通过地面交通 送至地铁站，不仅地面停车难，而且从地面运输到店内的过程，常常遇上地铁早高峰，导致送货的时 间、人力成本都较高。此次试点合作，通过地铁商家的无人化配送货，能够显著提升配送效率，将科技 有效应用于民生。 此次试点只是起点，随着试点技术的逐步成熟，未来将有望推广至更多的地铁商家。面向未来，深铁与 万科旗下的万纬物流，除了在"轨道+物流"的业务模式外，还将基于地铁车站、车辆段等深铁优质资 源，拓展更多城市物 ...

Core Viewpoint - Vanke is expanding its leading position in the rental and purchase era, achieving significant revenue and sales growth while maintaining industry-leading performance in long-term rental apartments [1][2] Group 1: Financial Performance - Vanke reported a revenue of 340 billion and sales exceeding 240 billion for the year 2024 [1] - The company delivered over 180,000 high-quality units, leading the industry in large transactions [1] Group 2: Long-term Rental Business - Vanke's long-term rental apartment business is performing exceptionally well, with a management scale of approximately 260,000 units and over 120,000 units under national policy protection, leading among market entities [1] - The occupancy rate of Vanke's rental properties exceeds 95%, with a front-end GOP profit margin of 90% [1] Group 3: Customer Satisfaction and Loyalty - Customer satisfaction for Vanke's long-term rental business has consistently remained above 95%, with a renewal rate of about 60% for existing customers [1] - The company has received recognition from over 5,000 corporate clients, including well-known companies like Tencent, BYD, and DJI [1] Group 4: Strategic Developments - Vanke has successfully implemented a "stock activation" development model, revitalizing nearly 15,000 existing rental units in 2024, including around 7,000 units from its own inventory [1] - The management team has been adjusted and strengthened, leading to stable operations and positive progress across various business areas, including the approval of 79 whitelist projects [2]