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万科2016年业绩发布会直播,郁亮:「宝万之争」股权危机尚未解决

新浪财经 ·  Mar 27, 2017 10:17

10:22:16 The reporter asked: Following the upgrading of the investment system in the past, the director said that the business partner system will also be iterated this year. What exactly is it? Yu Liang said, “Our business partner has already been iterated 3 times. At the first time, some employees said that originally there were rewards, how could they buy shares; the second time, there was leverage, that is, part of the employee's capital and part came from external financing. The third generation, this is the current one, and we have set up an inferior mechanism. When questioned by the outside world, they just don't have good intentions.

10:18:21 Vanke responds to questions from the outside world about Vanke's follow-up investment system: No good intentions!

10:18:08 [Yu Liang: The “Baowan dispute” equity crisis has not yet been resolved] Some media asked if Vanke's management's low shareholding problem has been resolved and how to avoid an equity crisis similar to the “Baowan dispute.” Yu Liang responded: The problem has not been solved yet. We welcome any structure that is beneficial to the company.

10:14:48 The reporter asked: When will Vanke meet its board of directors, and will it wait until Evergrande holds shares and has the right to nominate before starting it again? Zhu Xu replied: Today, three reporters have asked about board elections. Actually, the extension of the board of directors of a listed company is not an exception. You just mentioned the issue of Evergrande's nomination rights. We saw that at the beginning of this year, Evergrande had already granted stock voting rights to the Shenzhen Metro, so there is no problem you mentioned.

10:14:34 Vanke responds about when the board of directors will meet: There is no need to wait for Evergrande's shares to have the right to nominate.

10:11:56 Vanke's stock price fell nearly 1% in the intraday period.

10:07:56 [Yu Liang thanks China Resources for its support to Vanke: Looking forward to Shenzhen Railway becoming a cornerstone shareholder] Yu Liang said, “In Vanke's history, China Resources played a good role as a cornerstone shareholder. In the development of Vanke, China Resources Group gave great support to Vanke. In the equity distribution reform and in the B to H transition, Vanke received great support, which enabled us to move forward smoothly with these actions. When China Resources transferred its shares to Shenzhen Railway this year, we are very grateful to China Resources for its support. Similarly, we saw that after Shenzhen Metro became a shareholder of Vanke, it put forward four supports, which also showed the role of the cornerstone shareholders. We regret that the previous asset acquisition plan did not go through, but through this approach, Shenzhen Railway has become a cornerstone shareholder, and we are also very optimistic.

10:05:58 [Yu Liang's Response to Vanke Director's Extended Service: Known Reasons] Vanke President Yu Liang responded to questions about the extended service of Vanke's board of directors at the 2016 performance promotion conference today. Yu Liang said, “This is a well-known reason, don't you need to ask again?”

10:03:01 [Yu Liang answers the rumor of Wang Shi's resignation: the question is too urgent] Vanke President Yu Liang answered Sina Finance. In response to the rumor that Wang Shi, chairman of Vanke's board of directors, will step down in the next board of directors, he said, “There is too much gossip, we don't have to respond to it. The question was asked in such a hurry, what if it didn't happen (answer)?”

09:58:46 Vanke responds to whether Wang Shi will continue to be chairman of the board of directors after the change of office: the question is too urgent.

09:57:19 [Vanke responds to the estimated decline in property prices by 1.38 billion yuan to reduce holdings: mostly in third-tier cities] This year's planned increase is 840 million yuan. Most of these projects are concentrated in third-tier cities, Nanchong, Zhanjiang, etc.

09:54:32 [Vanke responds to the Trillion-Dollar Vanke Plan: Not Market Value] In response to questions from investors, Vanke executives said that trillion refers to performance, trillion-dollar enterprises, not market capitalization.

09:52:12 Vanke Secretary: It is lawful for the current board of directors to continue to perform their duties in preparation for a new board of directors] Regarding the change of Vanke's board of directors, Zhu Xu, director of Vanke, said that the plan for a new term is being actively prepared and will be replaced as soon as it is mature. According to the provisions of the Company Law, the current board of directors continued to perform its duties until the election was reelected, which is a sign of responsibility for the company and shareholders.

09:49:54 Where did Wang Shi go if he did not attend Vanke's performance briefing: The board of directors has already left for the country on the second day (March 26).

09:49:25 Vanke Director Zhu Xu said that by the end of 2016, Vanke Logistics Real Estate had acquired a total of 18 projects with a total construction area of about 1.47 million square meters. Of these, 10 new projects were added in 2016, adding 960,000 square meters of leasable area.

09:38:57 Vanke held a performance conference today. The stock price opened high and low.

09:35:54 Vanke said there are hidden concerns behind the real estate boom, and is preparing 1.38 billion yuan for real estate price reductions in 12 cities. According to the annual report, during the reporting period, the Vanke project inventory price reduction was 1.38 billion yuan, an increase of 82.3% over the end of 2015. The reason is that housing prices and land prices in some cities continue to be adjusted, and the company is preparing for inventory price reductions for projects that are still at risk based on prudent financial strategies.

09:27:21 Zhu Xu, Secretary of the Board of Directors, introduced Vanke's work completion in 2016 and future prospects. She said that the past year was a very unusual year for Vanke. Although the real estate market is very prosperous, there are hidden concerns behind it. Rapid development is actually not suitable for the healthy development of real estate.

09:16:33 Vanke's performance conference is about to begin.

09:15:35 Vanke's four directors will serve until 2017. As can be seen from the table, Wang Shi's salary was raised by 2,000 yuan last year, and Yu Liang's salary was reduced by 198,000 yuan.

08:40:08 Vanke President Yu Liang, Executive Vice President Zhang Xu, Executive Vice President Sun Jia, and Board Secretary Zhu Xu will attend the press conference.

At 08:37:47 on March 27, there is no seat for Vanke executives on the live seat map.

At 23:21 on March 26, Vanke's performance conference will be held at 9:15-10:30 a.m. on March 27 at the Dameisha Vanke Center.

At 18:25 on March 26, on March 26, Vanke's announcement of the board of directors resolution showed that it did not review the board election plan and the 2016 Annual General Meeting of Shareholders at its meeting on the 24th. However, at its meeting on the 24th, it reviewed and passed the “Proposal on Extending the Validity Period of Authorized Matters Relating to the Ninth Meeting of the 17th Board of Directors”.

The translation is provided by third-party software.


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