Why did Junan reorganize Vanke's board of directors? How does Vanke crack it?

Jun 'an established the board of directors of Vanke because Jun 'an's motivation is obvious, and Jun 'an Securities wants to compete for the control of Vanke.

First, Vanke shouted to learn from the manufacturing industry.

Some investors are worried about the future development of Vanke. On April 25th, some investors asked questions on the interactive platform: Will Vanke's house prices drop sharply in the future? If there is a "live", how can we guarantee it? Vanke responded that the company does not make specific predictions about housing prices. We believe that all enterprises that operate lean and provide good products and services can achieve high-quality development through their own efforts. However, Yu Liang, chairman of Vanke, has prescribed a prescription for "survival"-learning from the manufacturing industry. In fact, this year, Yu Liang has repeatedly proposed to learn from leading manufacturing enterprises such as Midea, Gree and Haier. At the 2020 performance meeting, Yu Liang said that the market was still lucky when it was proposed that "the house was not fried"; However, the supervision over the past four years has made the market clearly aware of the stability of the policy. Yu Liang said that housing will return to residential property, while real estate will return to industrial property, and this trend is irreversible. The return level of the industry will gradually approach the social average, which means that housing enterprises can no longer rely on hoarding land to earn money for land appreciation; We can no longer rely on leverage to make money by financial leverage.

Second, Guotai Junan and Bank of China reached a strategic cooperation:

China securities journal learned from Guotai Junan Securities Co., Ltd. (hereinafter referred to as Guotai Junan) that the company recently signed a strategic cooperation agreement with Bank of China. He Qing, Party Secretary and Chairman of Guotai Junan, and Liu Liange, Party Secretary and Chairman of Bank of China attended the signing ceremony. It is understood that based on this strategic cooperation, the two sides will comprehensively deepen the cooperation between banks and securities companies, and further expand the effectiveness of cooperation in traditional business areas such as financial markets, asset custody, investment banking, product consignment, and tripartite depository; Work together to enhance the global resource allocation capacity, and rely on the global service network of China and banks to help Guotai Junan improve its international layout, give play to the advantages of domestic and foreign linkages, and meet the cross-border financial service needs of customers; Work together to create comprehensive service characteristics, strengthen two-way empowerment, build an open ecology of financial technology, promote the coordinated development of wealth management and asset management, and strive to create a new model of global integration and digital cooperation between banks and securities companies.

In order to accelerate the construction of a new pattern of "double cycle" development, implement the "14 th Five-Year Plan" for the construction of Shanghai International Financial Center, and make new and greater contributions to building Shanghai into a global asset management center.