4月10日,万科企业(02202)股价盘中大涨5.10%,引发市场关注。这一涨幅可能与公司内部人事变动及市场对房地产政策预期有关。
据悉,万科前总裁祝九胜近日卸任深圳市万科财务顾问有限公司董事长职务,由迟玉斌接任。这一变动发生在祝九胜今年1月辞去万科总裁、首席执行官及董事职务之后。迟玉斌现任万科集团纪委副书记、集团总部审计监察部总经理,其任命可能被市场解读为公司加强内部管控的积极信号。
与此同时,市场对房地产政策仍存在期待。有券商分析认为,2025年4月至5月可能是房地产政策出台的重要时间窗口。预计今年下半年主要城市房价有望实现完全止跌,部分城市可能温和回升。这些因素可能共同推动了投资者对万科企业未来发展的信心,从而带动股价上涨。
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