Vanke H shares have fallen by 23% since the resumption of trading. Wang Shi avoided talking about the "Wanbao dispute"

This newspaper (reporter? Zhu Kaiyun) Yesterday, Vanke announced the progress of suspension of major asset restructuring on the Hong Kong Stock Exchange, and A shares continued to be suspended. Vanke H shares 65438+ have fallen for four consecutive days since the resumption of trading on10.6, with a cumulative decline of 23%. This year's A-share plunge has made the situation of Vanke's equity dispute more complicated.

The collapse of Vanke H shares has made some investors feel that the situation will benefit Vanke management, such as Wang Shi. Baoneng Department used a lot of leverage in the process of placarding. Once A shares resume trading and plummet, Baoneng Department will face the risk of liquidation. But in the view of some fund managers, the probability of this kind of thing happening is very small, not to mention the cost of Baoneng's position is below 15 yuan. As a high-quality blue chip, its share price has strong resilience. In the short term, there is no risk of short positions.

According to public information, since Vanke A was suspended, more than 20 funds holding Vanke A have adjusted their valuations. In the announcement of Vanke A valuation adjustment issued by Yin Hua CSI 800, ICBC Credit Suisse 100 and other funds, the index income method has been used to estimate Vanke A valuation. This shows that the fund manager has been prepared for the trend of Vanke A after the resumption of trading.

Wang Shi's recent appearance in Hangzhou has aroused widespread concern. Some investors even speculate that this is the base camp of Zheshang Bank, which once provided tens of billions of funds for Baoneng Group, one of the parties to the "Wanbao dispute". Wang Shi must have done something here. However, the reporter of Beijing Youth Daily found that Wang Shi only participated in the sub-forum of "The Road to the Internet for Banks" organized by China Industrial and Commercial Bank, and delivered a keynote speech, almost avoiding talking about the "Wanbao dispute".

In his speech, Wang Shi also talked about what he will do in the future. Wang Shi believes that the adhesion between Vanke and customers is property management, providing customers with 24-hour services and providing 6.5438+0 million sets of services, with an average of 2.5 people, that is, 2.5 million people. It is estimated that in the next decade, Vanke will serve 2.5 million-10 million people, which is calculated in Vanke's fourth "Ten-Year Plan".

(The above answers were published on 2016-01-12. Please refer to the actual situation for the current purchase policy. )

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