On April 12, 2022 viewpoint property conference was held in Guangzhou. Participants believed that although the real estate industry is experiencing unprecedented difficult times, real estate is still a pillar industry.
real estate industry growth is not over
Qiu Xiaohua, chief economist of sunshine insurance group, analyzed from the perspective of economy, industry, employment and Finance: from the perspective of economy, real estate contributed 1 / 3 of investment; From the perspective of industry, more than 60 industries are closely related to real estate; From the perspective of employment, the number of direct and indirect employment is calculated in billion. “If there is room for steady growth in the real estate market in China in the next 10 ~ 5 years, I think it is better to take care of it.” Qiu Xiaohua said.
Liu aiming, chairman of Zhongcheng Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) Holding Group Co., Ltd., agrees with Qiu Xiaohua’s judgment. In his opinion, real estate will still be a pillar industry in the future. The pillar is like a pillar of a building, which plays a stabilizing role, and many policies are also intended to stabilize the market.
Shanghai New World Co.Ltd(600628) Liang Guoqiang, general manager of South China region, believes that now entering a new stage of real estate, the business model will completely bid farewell to the extensive and large-scale growth; In the housing market, new product changes will occur, and a real value demand orientation will be realized, entering the era of quality as king.
diversification should start from its own advantages
Zhu Zhongyi, former vice president of China Real Estate Association, still has confidence in future development: “in order to meet people’s growing needs for a better life and comply with the development of relevant industries, real estate enterprises can extend and develop to housing leasing, maintenance, community management, property services, elderly care services, industrial real estate, cultural tourism and health real estate, logistics real estate and other aspects.”
Cai Yun, Secretary General of the commercial, cultural, tourism and real estate professional committee of China Real Estate Association, has participated in the meeting for many years and made suggestions for the industry. She shared several ways to realize the diversification of real estate: sharing existing resources and advantages; Make full use of existing resources to strengthen the competitiveness of enterprises; Cultivate new growth points of enterprises.
Jin Wenxi, chief analyst of Shanghai Securities Co., Ltd., shares the same views with Cai Yun. In his view, agent construction is an emerging diversified field. “Light assets at the right time, agent construction is a good way out.” Wang Yingchen, deputy general manager of Gemdale Corporation(600383) development management company, is an expert in the field of agent construction. He said that Jindi hopes to find new tracks in agent construction, such as agent construction services of “Industrial Park + operation”, agent construction services of stock transformation, agent construction services of village collective or fund-raising housing construction, agent construction services of urban landmarks, etc.
Industrial real estate is another important direction of diversified development. This year is the seventh year of Liu aiming, the chairman of Zhongcheng Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) company. Zhongcheng Shenzhen New Industries Biomedical Engineering Co.Ltd(300832) is a window for some developers to understand “industrial real estate”, and has in-depth cooperation with country garden, China Resources, China shipping, poly, Aoyuan, Shenzhen urban investment, Vanke, etc, At the meeting, he shared the reasons for building an industrial platform with China Resources Land: “in addition to the brands and resources of central enterprises, it is more important to do the process of industry + and work hard in a set of industrial service system.”
real estate enterprises should have the ability to survive the winter
Cai Jinqiang, President and chief investment officer of aolu capital, believes that real estate is a cyclical industry. Different real estate enterprises have led the trend for 30 years. In recent years, a large number of private enterprises will be eliminated in the medium and short term, and the surviving enterprises will radiate new vitality. “Winter is not terrible. The important thing is to have the ability to winter.” Cai Jinqiang said.
On the same day, the theme of the last symposium was “winter rule”. The participants included Li Zhenwei, chief technology officer of Shenzhen Worldunion Group Incorporated(002285) Binjiang warm house, Chen Chi, general manager of Binjiang warm house, Chen Jian, CEO of Fangyu holdings, Huo Binghui, general manager of financial management department and general manager of Jindi strawberry community, Guo Yi, managing director of Boston Consulting, and Wang Junbiao, vice president of Oriental Land and general manager of business management company, They shared their exploration in the operation of long-term rental apartments and commercial real estate.
At the meeting, Guo Yi shared four abilities that real estate enterprises need to possess: first, the ability to cross the cycle. The most important core transformation direction for real estate enterprises in the future is how to create value; Second, the ability of overall operation, such as shopping malls, industrial parks, agent construction project management and operation, is to create value from efficiency; Third, the ability of information management; Fourth, digital ability.
