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传阅:万科大战:公司控制权与股东利益之辩

长江商学院经济学教授、案例研究中心主任 李伟

时隔多日,对万科公司控制权的竞争再起波澜,这次的局面更复杂了。根据11月9日的新闻报道,中国恒大目前持有万科股权的比例已达约8.285%;在10月28日,恒大的持股比例为7%;在8月中旬,这一比例为6.82%。
在恒大大量买入之前,万科高管层与“宝能系”(以旗下的前海人寿保险股份有限公司和深圳市钜盛华股份有限公司为主体的投资集团)的斗争已经超过了一年时间。2015年7月,“宝能系”开始吃进A股老牌上市公司万科的股票。至2016年7月6日,“宝能系”的持股已达25%,晋升为第一大股东,但以万科董事长王石为核心的管理层多次发言表示拒绝“宝能系”的参股。 Read more…