| 代码 | 名称 | 收盘价 | 涨跌幅 | 成交量(手) | 成交额(元) | | --- | --- | --- | --- | --- | --- | | 600266 | 城建发展 | 6.09 | -8.01% | 260.64万 | 16.32亿 | | 600658 | 电子城 | 5.46 | -3.70% | 30.05万 | 1.66亿 | | 000514 | 渝开发 | 5.23 | -2.43% | 43.87万 | 2.30亿 | | 600675 | 中华企业 | 2.97 | -2.30% | 156.83万 | 4.66亿 | | 600748 | 上实发展 | 5.94 | -1.98% | 19.95万 | 1.19亿 | | 002244 | 滨江重团 | 10.79 | -1.82% | 41.25万 | 4.47亿 | | 001979 | 招商蛇口 | 9.76 | -1.71% | 72.92万 | 7.15亿 | | 600064 | 南京尚科 | 8.85 | -1.45% | 27.37万 | 2.43 Z | | 600716 | 凤凰股份 | 4.2 ...

(资料图片仅供参 考) 每经AI快讯，万科企业(02202.HK)午后一度涨超6%，截至发稿涨4.31%，报3.63港元，成交额2.52亿港 元。 ...

会议出席及表决情况显示，存续债券的有表决权的债券持有人所持债券张数为10321010张，参加会议的 债券持有人所持有的有表决权的债券张数为9939000张，占比96.30%。 本文来自观点网，36氪经授权发布。 1月21日，万科企业股份有限公司发布公告，涉及2021年面向合格投资者公开发行住房租赁专项公司债 券（第一期）（品种二）2026年第一次债券持有人会议决议。此次会议由中信证券股份有限公司召集， 于2026年1月19日至20日通过通讯表决形式进行，债权登记日为2026年1月16日。 会议审议了五项议案，其中议案一关于豁免会议召开相关程序要求，以92.36%的同意票通过；议案二 关于调整"21万科02"回售部分债券本息兑付安排，未获通过；议案三关于同意为"21万科02"回售部分债 券增加宽限期，同样未获通过；议案四关于调整"21万科02"回售部分债券本息兑付安排、增加固定兑付 安排、提供增信措施，以92.11%的同意票通过；议案五关于同意为"21万科02"回售部分债券增加宽限 期、增加固定兑付安排、调整本息兑付安排，未获通过。 ...

每经AI快讯，万科企业(02202.HK)午后一度涨超6%，截至发稿涨4.31%，报3.63港元，成交额2.52亿港 元。 ...

Group 1 - Vanke A shares increased by 5.85%, reaching 5.07 CNY per share, with a trading volume of 2.045 billion CNY and a turnover rate of 4.25%, resulting in a total market capitalization of 60.489 billion CNY [1] - Vanke Enterprise Co., Ltd. is located in Shenzhen, Guangdong Province, and was established on May 30, 1984, with its listing date on January 29, 1991. The company primarily engages in real estate development and property services [1] - The revenue composition of Vanke includes 80.17% from real estate development and related asset management, 16.23% from property services, and 3.61% from other supplementary activities [1] Group 2 - Silver Hua Fund has one fund heavily invested in Vanke A, with the Real Estate ETF (159768) holding 13.5893 million shares, unchanged from the previous period, accounting for 12.32% of the fund's net value, making it the third-largest holding [2] - The Real Estate ETF (159768) was established on January 27, 2022, with a current size of 348 million CNY. Year-to-date returns are 3.67%, ranking 3314 out of 5542 in its category, while the one-year return is 3.75%, ranking 4135 out of 4243. Since inception, the fund has incurred a loss of 42.71% [2] Group 3 - The fund manager of the Real Estate ETF (159768) is Zhang Yichi, who has been in the position for 4 years and 243 days. The total asset size of the fund is 36.436 billion CNY, with the best return during his tenure being 77.17% and the worst return being -35.59% [3]

Group 1 - Vanke Enterprises (02202) saw its stock price increase by over 6%, currently trading at 3.63 HKD with a transaction volume of 252 million HKD [1] - The company successfully obtained approval for a one-year extension of the "21 Vanke 02" bond, which has a balance of 1.1 billion HKD, marking the first successful outcome in its ongoing negotiations for multiple bond extensions [1] - Analysts indicate that the approval of the "21 Vanke 02" extension provides a template for the remaining two bonds, "22 Vanke MTN004" and "22 Vanke MTN005," potentially increasing the likelihood of their extension agreements being approved [1]

报道称，一位业内人士向记者表示，"21万科02"展期1年方案通过后，提供了一个样板，基于此，对于 万科剩余两笔正在谈展期的"22万科MTN004"、"22万科MTN005"展期方案，通过的概率较此前可能会 有所提高。 消息面上，据智通财经报道，记者今日从知情人士处获悉，万科一笔余额11亿元的"21万科02"债券，展 期1年方案获得通过。分析人士指出，这是万科本轮多笔债券展期谈判中首个成功落地的方案，标志着 其在流动性危机中争取到宝贵喘息空间。 智通财经APP获悉，万科企业(02202)午后涨超6%，截至发稿，涨4.31%，报3.63港元，成交额2.52亿港 元。 ...

（文章来源：每日经济新闻） 每经AI快讯，1月21日，万科A涨超5%，万科企业涨超3%。 ...

Core Viewpoint - Vanke's bond extension plan for "21 Vanke 02" with a balance of 1.1 billion yuan has been approved, marking a significant step in alleviating its liquidity crisis and providing essential breathing space [1] Group 1: Bond Extension Details - The extension plan includes measures such as small principal repayments, a 40% buyback of principal, and enhanced credit support to address diverse investor demands [1] - The proposal received 92.11% approval during the first bondholder meeting, focusing on the repayment arrangements and credit enhancement measures [1] - The issuer will implement small repayments of up to 100,000 yuan for bondholders who have applied for buyback on January 30, 2026, ensuring liquidity for small holders [1] Group 2: Repayment Structure - 40% of the buyback principal will be repaid on January 30, 2026, while the remaining 60% will be extended for one year, with a repayment date set for January 22, 2027 [1] - Interest for the non-redeemed portion will be paid on January 22, 2026, while interest for the redeemed portion will be paid within two trading days after the proposal's approval, maintaining a coupon rate of 3.98% during the extension [2] Group 3: Credit Enhancement and Market Reaction - The extension plan significantly enhances the repayment assurance of the bonds, which was a key factor in gaining creditor support [3] - Immediate repayment of 40% of the buyback principal and fixed payments for small holders were crucial in providing short-term cash flow to creditors [3] - The provision of specific asset pledges for credit enhancement has improved creditor confidence, addressing previous market concerns about Vanke's lack of robust guarantees [3] Group 4: Future Implications - The successful approval of the "21 Vanke 02" extension serves as a model for negotiating the extensions of "22 Vanke MTN004" and "22 Vanke MTN005," which have balances of 2 billion yuan and 3.7 billion yuan respectively, totaling 5.7 billion yuan [3] - The future success of Vanke's bond extension plans will depend on its ability to provide concrete and executable asset pledges and cash arrangements [4] - Key factors such as asset ownership, pledge priority, cash collection, and debt repayment priority will be critical in determining the outcome of future negotiations [4]

1月21日，万科迎来重要时刻。 当日早间，万科发布了"21万科02"2026年第一次债券持有人大会决议公告。值得关注的是，增加固定兑付安排的"议案四"获得高票通过。同时，万科还公 告该债券将在22日付息。或受此消息提振，万科A股价上午交易时段一度大涨5%。 不过，万科两只中票本息兑付尚未与债权人形成一致。市场人士认为，由于相关议案内容基本一致，"21万科02"的表决也将为当日其他两只债券持有人大 会提供借鉴。 表决释放积极信号 1月21日早间，万科发布了"21万科02"债券持有人大会决议公告。其中，强调增加固定兑付安排的"议案四"获得通过。 "21万科02"2026年第一次债券持有人会议决议公告显示，五项议案中"议案一"和"议案四"获得通过。"议案一"主要涉及豁免相关程序，优化流程，因此获 得高票通过。值得关注的是包含小额兑付的"议案四"也获得高票通过。 如持有人会议通过，发行人承诺将为本期债券未付本息（包括未回售部分本息、回售部分债券本金（扣除已通过固定兑付安排兑付的本金，如有）的60% 及对应利息）提供发行人持有的对项目公司（武汉万云房地产有限公司、西咸新区科筑置业有限公司）应收款质押作为增信担保措施，并 ...