智通财经APP获悉，万物云(02602)早盘涨超7%，截至发稿，涨7.54%，报22.1港元，成交额6538.04万港元。
消息面上，1月20日，万科A发布公告称，“21万科02”将于1月22日支付利息。此外，据经济观察网报道，万科公司或将面临接管改组。值得注意的是，2024年12月30日，万物云与控股股东万科企业订立一系列债务清偿协议，通过转让物业或车位的方式，以结清万科企业附属公司及关联方的若干应付款项。
海通证券发布研报称，万物云关联交易占比持续降低、关联方应收款余额低于23年。该行指出，伴随公司业务发展规模不断扩大，相关交易未来占比有望呈现逐步下降趋势。考虑目前公司开发规模和开发行业发展趋势，未来万物云自身稳定有望持续增厚。目前公司现金流能力丰富、潜在分红能力强，伴随关联交易问题逐步解决，企业后续估值空间有望被逐步打开。
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