万达这回搞了个大动作！ 时隔多年首次回购自家资产，烟台芝罘万达广场股权被全部收回，这是要反转剧本的节奏啊？ 要知道，过去三年万达可是甩卖了40多座广场，突然杀个回马枪，难怪吃瓜群众都在猜：老王这是战略转向了？ | | | 股东(发起人)名称:坤元辰兴(厦门)投资管理咨询有限公司,证件 (照)类型:其他,证件(照)号码:****,认缴出资额:7.08万,币种:人民币元,认 | | | --- | --- | --- | --- | | | 投资人变更(包括出资 | 缴出资额折万美元:认缴出资方式:货币,认缴出资时间:2024-06-21 | 股东（发起人）名称:上海万达锐驰企业管理有限公司,证件(照)类型: | | | | 【引き出】 | 企业法人营业执照(公司),证件(照)号码:****,认缴出资额:70800万,币 | | 2025-12-02 | 额、出资方式、出资日 | 股东(发起人)名称:坤华(天津)股权投资合伙企业(有限合伙), | 种:人民币元,认缴出资额折万美元:,认缴出资方式:货币,认缴出资时间: | | | 期、投资人名称等) | 证件(照)类型:合伙企业营业执照,证件(照)号码:****, ...

Core Insights - Wanda has initiated a core asset buyback, marking a significant shift from its previous asset disposal strategy [1][2] - The buyback involves the redemption of Yantai Zhifu Wanda Plaza, with Wanda's subsidiary, Wanda Ruichi, becoming the sole shareholder [1] - The company has significantly reduced its debt pressure through asset sales, with domestic debts cleared and only one overseas bond remaining [2] Group 1: Asset Transactions - Wanda's asset buyback is part of a broader strategy to recover funds and reduce liabilities, transitioning from a heavy asset model to a lighter one [1][2] - The company has engaged in multiple transactions with Kunhua, which is backed by New China Life Insurance and CICC Capital, facilitating the management of a 10 billion yuan real estate fund [2][3] - Since its establishment, Kunhua has acquired nine Wanda Plazas from Wanda, with a total subscribed capital exceeding 3 billion yuan [3] Group 2: Strategic Implications - The transactions between Wanda and Kunhua resemble a "strategic borrowing," allowing Wanda to quickly recover funds while retaining operational control over the assets [4] - This approach enables Wanda to alleviate financial pressure while maintaining business continuity and stability [4] - Industry experts speculate that if Wanda continues to redeem more Wanda Plazas, it would indicate a recovery from its financial difficulties [4]