Chinanews.com, January 6th (Zuo Yukun, China News Finance reporter) "Real estate is a pillar industry of the national economy" "We must fully realize the importance of the real estate industry"... At the end of the year and the beginning of the year, strong voices about real estate came out one after another , Set a clear and strong tone for the development of the industry in the new year.
After a year full of trials in 2022, the real estate industry once again ushered in a positive policy environment.
Recently, the helmsmen of major real estate companies have made new year speeches to look forward to the development of the industry and enterprises in 2023.
real estate listings.
Photo by China News Agency reporter Zhang Bin
The test will come a little fiercely in 2022
"2022 is an extremely unusual and extraordinary year. The real estate industry has experienced an unprecedented cold winter." As Mo Bin, Secretary of the Party Committee and President of Country Garden Group, said in his New Year speech, the major real estate companies do not mince words Challenges of the past year.
The industry storm was particularly evident this year.
According to data from the China Finger Research Institute, the sales of TOP100 real estate companies in 2022 will drop by 41.3% year-on-year, and only 12 companies will show positive sales growth.
Zhu Jing, chairman of Shangkun Group, said bluntly in his New Year speech that for the real estate industry, the test will come in 2022.
This is an era of "unprecedented, inside and outside the industry, overall reshuffle", but it is also a new era of "cultivating new opportunities in crises and opening new games in changing situations".
"Learning to swim in the wind and waves, and learning patience in labor pains, which generation is not like this?" Overcoming the influence of various force majeure factors, Shangkun's project resumption rate in many places across the country exceeded 90% throughout the year.
"With the second entrepreneurial mentality, go two-way with changes" is the law of survival of the fittest put forward by Shangkun.
In the midst of profound adjustments, Huang Chaoyang, chairman of the board of directors of China SCE Group, titled his New Year speech "Sharpening is the only way to go through the cycle and move towards a century", bluntly saying, "Each crisis is worth every crisis without wasting it."
Zhongjun predicts that the industry will usher in an era in which customer value creation and products are king. The strategy to deal with the crisis is to start strategic iterations in the future, focus more on core cities, and focus more on advantageous areas, and deeply cultivate the market. Customers, deeply cultivate products, and highlight competitive advantages.
"In 2022, the real estate industry will change from 'speed and scale first' to 'stability and quality first', with a turning point, market contraction, and pattern reshaping." Li Xin, chairman of the board of directors of China Resources Land, judged in his New Year's speech.
"Instead of panicking in uncertainty, it is better to work hard in certainty." Yan Jianguo, chairman and general manager of China Shipping Group, pointed out that we must always respect the market, adhere to a sound and prudent financial strategy, insist on quality growth, and abide by the "three principles" for a long time Red Line".
Data map: Xu Jiayin.
"Guarantee the delivery of buildings and stabilize people's livelihood", the task of the new stage
In addition to having the confidence to face difficulties, you should also have the ability to solve difficulties.
In the new real estate environment, new tasks have also emerged.
In July, a meeting of the Political Bureau of the Central Committee emphasized the need to "strengthen the responsibilities of local governments, ensure the delivery of buildings, and stabilize people's livelihood." For the first time, Baojiao Building was included in the documents of the Politburo meeting and listed alongside stabilizing people's livelihood.
Various real estate companies have also placed Baojiao Building in a highly valued position in their plans for 2023.
Xu Jiayin, chairman of the board of directors of Evergrande Group, stated in "A Letter to All Evergrande People" that in 2022, 732 projects of Evergrande Real Estate will be fully resumed, and a total of 301,000 units will be handed over throughout the year.
"2023 is a critical year for Evergrande to fulfill its corporate responsibility and do everything possible to ensure the delivery of the building. I firmly believe that as long as all Evergrande people work together, never give up, work hard and work hard, we will do a good job in comprehensive and normal construction step by step. Resuming sales, business operations and other aspects of work, we will definitely be able to complete the task of guaranteeing the delivery of buildings, repay various debts, resolve risks, and open a new chapter of nirvana and rebirth." Xu Jiayin said.
Li Fanrong, chairman of China Jinmao Holdings Group Co., Ltd. also said bluntly that the group will actively implement "guaranteed housing delivery and stable people's livelihood" in 2022, and completed the delivery of more than 60,000 houses. needs.
"Oriented by value and results, improve efficiency. Be willing to take responsibility and go all out to complete the guaranteed delivery goal." Wang Xiaosong, chairman of Seazen Holdings, said when looking forward to the new year.
In addition to housing delivery, alleviating financial pressure is also an important weight to stabilize market expectations.
With the three financing channels of credit, bonds, and equity "three arrows", developing financing channels has also become the focus of most real estate companies last year.
"Country Garden has delivered nearly 700,000 suites in 2022, of which the delivery in the first three quarters accounted for about 20% of the country's delivery volume in the same period. As a demonstration private real estate company, our stability, integrity and hard work have been approved by regulators and financial institutions. So far, financing channels have remained unimpeded, and more than 300 billion yuan of intentional comprehensive credit support has been obtained." Mo Bin said.
"In 2022, China Resources Land successfully issued a 10-year Shijiazhuang Vientiane City asset-backed special plan to explore the road of asset securitization with China Resources Land's characteristics; An indemnificatory rental housing public offering REIT operated by a single market-oriented institution.” Li Xin said.
Real estate property under construction.
Photo by China News Agency reporter Zhang Bin
The development environment is getting better and better, and transformation and upgrading have become key words
In 2022, under the guidance of the general tone of "housing to live in, not speculation", policy support from the demand side to the enterprise side will continue to increase, and it will also continue to release space for local governments to implement policies based on cities.
According to statistics, in 2022, more than 300 provinces, cities (counties) across the country have introduced more than a thousand policies, the frequency of policy optimization has reached the peak in recent years, and the interest rate of mortgages in many places has also dropped to historical lows.
With the continuous implementation of policies, it is expected that sales will gradually stabilize in the future and market confidence will continue to rise. The industry will resume stable development and it has become the consensus of all real estate companies.
Zhang Zhengao, Secretary of the Party Committee and Chairman of the Overseas Chinese Town Group, said that looking forward to 2023, there will be frequent positive macro policies, obvious signs of market recovery, and an increasingly favorable corporate development environment.
Zhang Yuliang, chairman and president of Greenland Group, defined 2023 as a crucial year for Greenland to deepen its transformation and upgrade and comprehensively promote high-quality development.
"It is necessary to have a deep understanding of the major changes in the internal and external environment, the opportunities and challenges facing the group, and further deepen the transformation and upgrading around the main line of 're-focus, re-transformation, re-improvement, re-optimization, and re-start'." He said.
"Since the development of the real estate industry, it has been to continuously meet the yearning and needs of different stages, cities and people for a better life. Pursuant real estate developers have been providing excellent products to continuously meet customer needs." Poly Development Holdings Zhang Yanhua, deputy general manager of the group, pointed out that the group still adheres to the main line of improving the competitiveness of its products.
Transformation has also become the key word for the next step of many real estate companies.
Midea Real Estate pointed out in an article published on the official Weibo that in the future, it will still focus on real estate + technology strategic transformation and build a smart and healthy life service provider.
Mo Bin has repeatedly emphasized the need to transform into a high-tech enterprise and continue to adhere to the construction of scientific and technological wisdom.
The market is moving forward amid adjustments, and hopes are also ignited under pressure.
In the real estate market in 2023, more expectations have emerged.
(use up)