
原标题:小长假不休息!万科发声,回应多个关键问题
清明假期,万科在互动平台回应多个热点话题。
针对今年5月及6月到期的境外债券的具体资金安排,万科4月5日在互动平台回复称,2024年的境外债券只有二季度还有折合人民币56亿元的债务到期,公司已经提前启动了相关置换和还款准备工作。对不同月份到期的债务,公司都会有相应的应对。

在经营端,万科表示会继续坚持积极销售,坚守跑赢大势的目标,保持领先的回款率。在支出端,随着交付高峰的过去,今年经营端的支出压力也在下降,公司将继续保持全年经营层面现金流为正。截至2023年底,公司持有货币资金998.1亿元。
针对“深铁于三季度业绩会时提出计划为万科注入100亿元的流动性,已注入多少?深圳市政府是否还有其他支持计划?”等问题,万科回复称,在沟通会议后深圳市国资委协调了多家国企与公司对接,以市场化、法治化方式,推动各项具体支持措施落地,包括:帮助处置流动性比较低的不动产和长期股权投资;认购集团旗下印力的消费基础设施REITs;通过深圳国企和公司之间的产业协同,推动多个项目的合作;积极协调金融资源支持公司。目前这些项目有的已经完成,有的已经支付,还有的在逐步落地过程中。未来全部落地完成以后,预计可以帮助公司释放流动性在百亿规模以上。

此外,有投资者表示,对万科2023年度不进行分红的决定感到无比意外,建议公司适当调整分红政策。对此,万科4月5日在互动平台回复称,当前行业正在经历深度调整,公司希望通过暂不进行现金分红更好地应对不确定性,维护在特殊时期的经营安全性,为公司度过行业调整提供更有力的保障。

3月29日,万科举行业绩说明会,就近期的市场关注的多个热点话题进行回应。
董事会主席郁亮明确表示,万科管理团队坚决不躺平,一定会跨过这个阶段性关口,公司将加大盘活存量、不动产变动产等工作的力度,未来两年削减付息债务1000亿元以上,以保障公司安全。
总裁祝九胜则就公司与银行、保险金融机构的合作做出系统回应,“当前万科融资的状态还是正常的状态,客观说有压力,但有压力能过关,这一关我们一定能闯得过去。”
3月28日出炉的财报显示,万科在盘活存量、组织精简、节衣缩食等方面的全新转变已经凸显。最明显的特征就是,郁亮、祝九胜以及监事会主席解冻自愿领取月薪税前1万元。
来源:证券时报
责任编辑:钟庆辉 UN660
新闻译文:
Original title: No rest during short and long holidays! Vanke speaks up and responds to multiple key issues
During the Qingming festival holiday, Vanke responded to multiple hot topics on interactive platforms.
Regarding the specific funding arrangements for overseas bonds due in May and June this year, Vanke replied on the interactive platform on April 5th that only the second quarter of 2024 had a debt equivalent to RMB 5.6 billion due for overseas bonds. The company has already initiated relevant replacement and repayment preparations in advance. The company will have corresponding responses to debts due in different months.
On the business side, Vanke stated that it will continue to adhere to active sales, adhere to the goal of outperforming the trend, and maintain a leading collection rate. On the expenditure side, as the delivery peak passes, the expenditure pressure on the operating side is also decreasing this year, and the company will continue to maintain a positive cash flow at the operating level throughout the year. As of the end of 2023, the company held monetary funds of 99.81 billion yuan.
In response to questions such as "Shenzhen railway proposed a plan to inject 10 billion yuan of liquidity into Vanke during the third quarter performance meeting, how much has been injected? Does the Shenzhen Municipal government have any other support plans?" Vanke replied that after the communication meeting, the Shenzhen State owned Assets Supervision and Administration Commission coordinated with multiple state-owned enterprises and companies to promote the implementation of various specific support measures in a market-oriented and legal manner, including helping to dispose of low liquidity real estate and long-term equity investments; Subscribing to the consumer infrastructure REITs of Inli, a subsidiary of the group; Promote cooperation among multiple projects through industrial collaboration between Shenzhen state-owned enterprises and companies; Actively coordinate financial resources to support the company. At present, some of these projects have been completed, some have already been paid, and others are gradually being implemented. After the completion of all future implementation, it is expected to help the company release liquidity of over ten billion yuan.
In addition, some investors expressed great surprise at Vanke's decision not to distribute dividends in 2023 and suggested that the company adjust its dividend policy appropriately. On April 5th, Vanke replied on the interactive platform that the industry is currently undergoing deep adjustments, and the company hopes to better cope with uncertainty by temporarily not conducting cash dividends, maintain operational safety during special periods, and provide stronger guarantees for the company to overcome industry adjustments.
On March 29th, Vanke held a performance briefing to respond to multiple hot topics of recent market attention.
The Chairman of the Board of Directors, Yu Liang, clearly stated that Vanke's management team is determined not to lie flat and will definitely cross this milestone. The company will increase efforts to revitalize existing stock and real estate changes, and reduce interest paying debts by more than 100 billion yuan in the next two years to ensure the company's safety.
President Zhu Jiusheng responded systematically to the company's cooperation with banks, insurance and financial institutions, saying, "The current state of Vanke's financing is still normal. Objectively speaking, there is pressure, but if there is pressure, we can pass it. We will definitely be able to overcome this level."
The financial report released on March 28th shows that Vanke's new transformation in revitalizing inventory, streamlining organization, and frugality has been highlighted. The most obvious feature is that Yu Liang, Zhu Jiusheng, and the chairman of the supervisory board voluntarily receive a pre tax monthly salary of 10000 yuan.
Source: Securities Times returns to Sohu for more information
Responsible editor: Zhong Qinghui UN660
小长假 minor vacation
不休息 no play
关键问题 key issue ; critical issue ; the key to the question ; the crux of the matter ; sixty-four thousand dollar question ; the 64 question
清明 Qingming ; Ching Ming ; Clear and Bright ; Pure Brightness ; sober and calm
热点话题 hot topic ; hot button ; Topical issues
资金安排 arrangements ; Financing
折合 Equivalent ; convert into ; amount to
准备工作 preparation ; preliminary ; homework ; groundwork
回款 Return ; Payment collection ; Returned Money
句子成分分析:
The financial report released on March 28th shows | that Vanke's new transformation (in revitalizing inventory,
streamlining organization, and frugality) has been highlighted.
句子语法结构详解:
* released 为过去分词,作后置定语。
* shows 为谓语,采用一般现在时。动词采用第三人称单数形式。
* that 为连词,引导宾语从句。
* streamlining 为现在分词作定语
* highlighted 为谓语,采用现在完成时和被动语态。
* has, been 为助动词。Vanke's 为名词所有格。the 为定冠词。
句子相关词汇解释:
Vocabulary:
| financial [fai'nænʃәl] | a. | 财政的,财务的,金融的 |
| report [ri'pɔ:t] | n. | 1) 报告,汇报,记述 2) 报道 |
| release [ri'li:s] | vt. | 1) 释放,放出,放走 2) 放开,松开,使自由移动(或飞翔、降落等) |
| show [ʃәu] | vt. | 1) 显示出,流露出(情感、表情等) 2) 表明,显示, 证明 |
| new [nju:] | a. | 1) 新的,刚出现的,新近推出的 2) (the new)新东西,新事物 |
| transformation [,trænsfә'meiʃәn] | n. | (彻底的)变化,改观,转变,改革 |
| inventory ['invәntәri] | n. | 1) (建筑物里的物品、家具等的)清单,财产清单 2) (商店的)存货,库存 |
| streamline ['stri:mlain] | vt. | 1) 使(系统、机构等)效率更高,(尤指)使增产节约 2) 使成流线型 |
| organization [,ɔ:gәnai'zeiʃәn] | n. | 1) 组织,团体,机构 2) 组织工作,筹备工作 |
| and [ænd] | conj. | 1) 和, 与, 同, 并 2) 然后,接着 |
| frugality [fru:'gæliti] | n. | 节俭, 俭省 |
| highlight ['hailait] | vt. | 1) 突出,强调 2) 将(文本的某部分)用彩笔做标记,将(计算机屏幕的某区域)增强亮度,使醒目 |
句子成分分析:击
[After the completion (of all future implementation)], it is expected to help the company release liquidity of
over ten billion yuan.
句子语法结构详解:
* expected 为谓语,采用一般现在时和被动语态。
* to help 为不定式,作状语。
* release 为不带 to 的不定式,作宾语补足语(或称复合宾语)。
* is 为助动词。the 为定冠词。
句子相关词汇解释:
Vocabulary:
| after ['ɑ:ftә] | prep. | 1) (时间、次序或位置)在...之后 2) 仅次于 |
| completion [kәm'pli:ʃәn] | n. | 1) 完成动作 2) 正式完成(指合同或契约) |
| all [ɔ:l] | a. | 1) 所有的, 全部的,一切的 2) 整个的 |
| future ['fju:tʃә] | a. | 将来的,未来的,将来发生的 |
| implementation [,implimen'teiʃәn] | n. | 安装启用, 实行, 履行 |
| expect [iks'pekt] | vt. | 1) 期待,盼望,等待 2) 预料,预期,预计 |
| help [help] | vt. | 1) 帮助,协助,援助 2) 改善(状况),促进,促使 |
| company ['kʌmpәni] | n. | 1) 公司 2) 陪伴 |
| release [ri'li:s] | vt. | 1) 释放,放出,放走 2) 放开,松开,使自由移动(或飞翔、降落等) |
| liquidity [li'kwiditi] | n. | 资产流动性;资产变现能力 |
| over ['әuvә] | ad. | 超过,多于,大于 |
| ten billion | 一百亿 | |
| yuan [ju:'ɑ:n] | n. | 元(中国货币单位) |
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