Report from this newspaper (Reporter: Zhu Kaiyun) Yesterday, Vanke issued an announcement on the progress of the suspension of major asset restructuring on the Hong Kong Stock Exchange, and A shares continued to be suspended.

Since Vanke's H shares resumed trading on January 6, they have fallen for four consecutive days, with a cumulative decline of 23%.

Several plunges in A-shares this year have made the battle for Vanke’s equity more complicated.

The plunge of Vanke's H shares made some investors feel that the situation will be beneficial to Wang Shi and other Vanke management. Baoneng Group used a lot of leverage in the process of raising shares. Once A shares resume trading and plummet, Baoneng Group will face the risk of being liquidated.

risk.

However, in the eyes of some fund managers, the probability of such a thing happening is very small. Not to mention Baoneng’s holding cost of less than 15 yuan. As a high-quality blue chip, its stock price is also very resistant to falling prices.

In the short term, there is no risk of liquidation.

Public information shows that since the suspension of Vanke A, more than 20 funds holding Vanke A have adjusted Vanke's valuation. In the valuation adjustment announcements of Vanke A issued by funds such as Yinhua CSI 800 and ICBC Credit Suisse Shenzhen 100, they have begun to change their valuation.

Use the index return method to estimate the valuation of Vanke A.

This shows that fund managers are well prepared for the trend after Vanke A resumes trading.

Wang Shi's recent appearance in Hangzhou has attracted widespread attention.

Some investors even speculated that this is the headquarters of China Zheshang Bank, which once provided tens of billions of funds to Fang Baoneng Group in the "Wanbao Controversy". Wang Shi must have something to do here.

However, after a reporter from Beijing Youth Daily inquired, he found that Wang Shi only participated in a sub-forum on "The Road to the Banking Internet" organized by the Industrial and Commercial Bank of China and delivered a keynote speech, almost avoiding the "Wanbao dispute".

In his speech, Wang Shi also specifically talked about what he will do in the future.

Wang Shi believes that Vanke's connection with customers is property management, which provides customers with 24-hour services. It provides services to 1 million units, with an average of 2.5 people per household, or 2.5 million people.

It is estimated that Vanke will serve 2.5 million to 10 million people in the next ten years. This is the calculation made in Vanke's fourth "Ten-Year Plan".