Core Insights - Vanke reported a revenue of 161.39 billion yuan for the first three quarters, with over 74,000 high-quality housing deliveries, but faced a net loss of 28.016 billion yuan [1] - The company achieved a significant performance in bulk trading and operational services, with a signed amount of nearly 7 billion yuan in bulk transactions and 71.1 billion yuan in resource recovery [1] - Vanke's operational service business generated a total income of 43.57 billion yuan, maintaining the industry lead in long-term rental apartments with over 200,000 openings [1][2] Financial Performance - For the first three quarters, Vanke's revenue was 161.39 billion yuan, with a net loss of 28.016 billion yuan [1] - The company recorded a total of 93.68 billion yuan in impairment provisions, which reduced the net profit attributable to shareholders by approximately 8.309 billion yuan [3] Business Development - Vanke's operational service business focused on multiple sectors, reinforcing its leading position in the industry [2] - The company achieved a subscription amount of 4.77 billion yuan during the National Day and Mid-Autumn Festival holidays, exceeding its target by 137% [2] - Vanke successfully acquired three residential land parcels in Chengdu and Xuzhou for a total of approximately 530 million yuan [2] Technological Innovation - Vanke has been enhancing technological innovation, launching a real estate blueprint model and upgrading smart community services through IoT technology [2] - The company is set to mass-produce the world's first autonomous delivery robot for subways in collaboration with Shenzhen Metro [2] Shareholder Support - Vanke's largest shareholder, Shenzhen Metro Group, agreed to provide a loan of up to 2.2 billion yuan to help repay the company's bond principal and interest [3]

连发多则公告。 10月30日，万科发布的财报显示，公司前三季度实现营收1613.9亿元，高质量交付超7.4万套房，销售金 额突破1000亿元。不过，公司前三季度净亏损280.16亿元。 尽管公司依旧面临业绩压力，但从大宗交易和经营服务业务方面，万科也取得了不少成绩。数据显示，公 司前三季度完成大宗交易签约金额近70亿元，冰雪板块已与中旅集团完成签约，盘活存量资源回款71.1亿 元。 今年前三季度，万科经营服务业务全口径收入435.7亿元。其中，万科长租公寓业务规模、效率、纳保量 保持行业第一，运营管理超28万间，截至目前开业突破20万间，共计超13.3万间房源纳入保障性租赁住 房。 不仅仅是长租业务，今年前三季度万科多赛道经营服务业务聚焦优势领域，持续巩固所在行业领先地位。 与此同时，万科积极加强科技创新，首创的房地产图纸大模型已成为行业级应用，万物云通过物联网技术 全面升级住宅小区的智慧化服务，万科与深铁合作开发的全球首例自主搭乘地铁送货机器人即将逐批量产 上线。有行业人士认为，当前各行各业都在加强科技应用，房地产也不例外，"好房子"也需要科技赋能。 万科过去多年一直重视研发投入，在房地产科技应用方面已走在 ...

值得一提的是，万科与深铁合作的全球首例"机器人自主搭乘地铁为商家配送货"的试点，目前已完成二 阶段试跑测试与硬件升级改良工作，将于四季度逐批量产交付上线。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。万科与深铁合作，通过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，为地铁 站内的商家配送货，能够显著提升配送效率，将科技有效应用于民生。 目前，轨道物流与机器人配送项目已完成第二阶段的试跑测试，同时，根据测试结果启动了硬件改良与 升级工作。根据计划，项目将于今年第四季度逐步完成40台量产机器人的批量生产与交付，并在深圳地 铁的25个关键站点开展试运行。除继续服务7-Eleven地铁门店外，项目还将积极推进与餐饮、茶饮等品 牌合作进行地铁配送业务的开展。 响应科技创新推动产业创新，万科全力运用科技赋能产品与服务。10月30日，万科发布三季报，尽管面 临诸多挑战和压力，在各方支持和自身努力下，前三季度实现营收1613.9亿，高质量交 ...