On the 11th, no major event happened in a shares. Let’s pay attention to other interesting things.
Ma Huateng: Tencent is just an ordinary company can be replaced at any time
In the past year, Hong Kong stocks have experienced in-depth adjustment in 2021 due to the Sino US game, the disorderly expansion of antitrust and anti capital in the Internet field, the regulation of the education and training field, the inhibition of market vitality, high inflation and the disturbance of the epidemic situation.
Ma Huateng’s words, recently exposed by the media, also triggered a heated discussion.
According to latepost, at the employee conference at the end of last year, Ma Huateng expressed his thoughts on a series of changes in 2021. He said that Tencent is only an ordinary company during the national social development and a beneficiary of the national development wave. It is not a basic service that can be replaced at any time. In the future, when serving the country and society, Tencent should not be absent, in place and offside, and be a good assistant and connector.
In 2021, Hong Kong stocks experienced a dismal year, with the Hang Seng technology index falling by 32.70% annually, once halving from the peak in February. However, Hong Kong stock companies have not stopped the pace of repurchase. In the past few trading days, Hong Kong stocks, including Tencent and Xiaomi, are buying back the company’s shares.
Tencent holdings spent a lot of money on repurchase, with a total repurchase cost of HK $814 million from January 5 to January 10. On the 11th, Tencent announced that it would repurchase 440000 shares on the 11th, with a price range of HK $454.2 – HK $461.8, at a cost of about HK $202 million.
Bloomberg billionaire index shows that in the context of the regulatory storm, China’s 10 richest technology tycoons evaporated a total of $80 billion in net assets in 2021, about 510 billion yuan!
According to the Bloomberg billionaire index, Huang Zheng, founder of pinduoduo, lost the most this year, with a total loss of $42.9 billion, or about 273.8 billion yuan, accounting for two-thirds of his total personal wealth. The direct reason is that pinduoduo’s share price plummeted by nearly 70%.
Lei Jun, founder of Xiaomi, ranked second, with a wealth loss of US $14.5 billion; Alibaba founder Jack Ma ranked third, with a $12.6 billion decline in wealth.
The rest of the Internet technology giants, including Tencent, Ma Huateng ($10 billion 100 million), Baidu Robin Li ($5 billion 300 million), US group Wang Xing ($5 billion), Tencent CTO Zhang Zhidong ($4 billion 800 million), and Jing Dongliu strong east (4 billion 600 million US dollars).
too magical! The robber is gone? only one suite was sold in the first set of Shenzhen 2022
Recently, according to the “Shenzhen real estate information platform” on the official website of Shenzhen Municipal Bureau of housing and urban rural development, on December 24, Allianz Shangjing house was approved for 353 houses, and 15 batches of buyers were shortlisted for the list of intended registrants. As of the evening of January 4, only room 2101, block B had signed a subscription letter.
Guangming Allianz Shangjing house is the first new site in Shenzhen in 2022, and its source recognition rate of 353 Suites is less than 5%. It is reported that the average filing price of the project is 51900 / m2, and the house type owner is a rigid demand house type with an area of 89-111 m2.
Statistics show that Guangming Allianz Shangjing house is located in the north of Shuangming Avenue, Guangming Central District, Shenzhen, covering an area of about 18000 square meters and a construction area of about 92000 square meters. The project is developed and constructed by Anhui Anlian Expressway Co., Ltd. and surrounded by experimental high school affiliated to Shenzhen University of technology, Chinese Academy of Sciences, line 6 Loucun station, Guangming Street station, Science Park, Eastern Zhou Culture Park and other living supporting facilities.
Yan Yuejin, research director of the think tank center of E-House Research Institute, believes that although the demand for house purchase in Shenzhen is great, it has obviously weakened. Project marketing needs to pay attention to market dynamics and innovate more in marketing.
There are three main reasons for the cold opening of some buildings.
First, since September last year, the supply scale of new sites in Shenzhen has been generally good. According to the data provided by the think tank center of E-House Research Institute, previously, the number of new sets supplied in Shenzhen generally did not exceed 7000. Since September, it has repeatedly broken 10000 sets. The number of new supply sets from September to December are 14213, 5840, 11046 and 9656 sets respectively. The supply scale is obviously large, which objectively makes the de inventory of some projects face competitive pressure.
Second, such projects to be sold face some weaknesses or disadvantages, or more picky choices of buyers in terms of subscription, such as slightly remote location.
Third, of course, more importantly, compared with the surrounding projects, the price of projects with light sales may be slightly higher, so it is naturally easy to face the problems of difficult sales and great pressure on decentralization.
In addition, according to the analysis of insiders, the sales of new sites in Guangming, Longgang and Longhua supply regions were already weak in the first half of last year. After September, the whole new market in Shenzhen began to appear slowly because of the continuous large-scale supply and the negative news such as the financial crisis of real estate enterprises.
Moreover, the Spring Festival is coming, and the pace of market promotion slows down. It is expected that the market will be relatively flat before the Spring Festival.
In addition, according to China Central Television, the rent in Shenzhen is also falling, and even no tenants can be found.
Near the Spring Festival, the demand of Shenzhen housing rental market is generally cold, and the transaction has dropped significantly. At present, many landlords in Shenzhen are troubled by the problems of difficult rental and prolonged rental cycle in Futian, Nanshan, Bao’an and other regions.
Many owners have offered to reduce rent to maintain the rental rate. Lai Shidong, who has been engaged in real estate intermediary work for many years, said that the recent rental market is the worst time he has experienced in recent years. While the transaction volume is low, many owners have taken the initiative to find him to reduce prices and adjust recently. Some owners just want to rent out the vacant houses before the Spring Festival.
Insiders said that under the background of low transaction and further high vacancy rate, great changes have taken place in the supply-demand relationship of Shenzhen rental market this year. The market supply exceeds demand, the rental market is depressed, and the bargaining space of tenants has increased.
Some tenants know that there are plenty of houses in the market recently and the price is easy to talk about, so they began to have some rent change plans. Ms. Han has been looking at the house recently. She originally rented a house of about 90 square meters with one room and one living room. At the end of the year, the rental market was depressed, which also gave her the idea of changing a house.
Ms. Han, a citizen of Shenzhen, said that she could clearly feel that there was basically a gap of 500 to 1000 yuan. Last year, the three rooms of 11000 yuan to 12000 yuan are expected to be rented by 9600 yuan and 9800 yuan.
According to the monitoring of Shenzhen Zhongyuan Research Center, the house rent in Shenzhen showed a downward trend in 2021, with a decrease of about 4.5% from the overall rent level; From the perspective of average rent price, compared with 2020, the average rent price in 2021 is about 72 yuan / flat, down 5.5%.
(source: China Fund News)