在政策刺激预期和万科债务重组进展押注下，中国房地产股午后急升，彭博开发商股指盘中跳涨逾4%，而作为市场焦点的万科港股一度飙升近19%，但该指数仍较7月收盘高点下
市场同时关注中国一年一度中央经济工作会议，传出北京正权衡新的房市支持措施；此前万科债务问题与债券付款延迟曾加剧投资人对整体房地产板块的悲观情绪。
万科周三上午与债券持有人举行约30分钟线上会议，就一笔面值20亿元人民币（约2.83亿美元）、12月15日到期的境内债提出三套展期方案讨论，同时其2027与2029年到期的美元债价格上涨2美分至约23美分，其他房企存量债券则大致持平。
Chinese property developers’ shares jumped on Wednesday afternoon as a Bloomberg Intelligence gauge of the sector climbed more than 4%, while China Vanke’s Hong Kong stock, the main focus after its bond payment delays, was at one point up nearly 19%, even though the BI index remains about 15% below its July closing high.
Investors are also positioning ahead of the annual Central Economic Work Conference, amid reports that Beijing is considering new support for the housing market, after Vanke’s recent debt troubles and delayed payments deepened skepticism toward the entire property sector.
Vanke held an online meeting of roughly 30 minutes with bondholders to discuss three restructuring proposals for a 2 billion yuan (about $283 million) onshore note maturing on December 15, and its dollar bonds due 2027 and 2029 rose by about 2 cents to around 23 cents, while outstanding bonds of other Chinese developers were largely unchanged.
