A few years ago, I went on a business trip to Beijing, and I heard the little sister of the Lianjia family in the imperial capital tell me such a fucking thing-
said that the boss of Shanxi Coal wanted to buy a luxury house in Beijing, and asked the little girl to recommend a plate.
Uncle said"It is necessary not only for the CBD, but also for the development potential, and for the convenience of transportation".
The little girl is also a real person, and I recommend the uncle to go to Wangjing to see how to improve the large house.
As soon as the coal boss in Shanxi heard "Wangjing", he was very angry at that time.
with the same accent of Mr. Ma Guangyuan, the little girl sprayed a face of foaming stars:
When I was in Shanxi, I looked at Beijing, and finally arrived in the capital, why did you still let me look at Beijing?”
Before hearing this, the little sister of the chain family was urgently assembled, and after hearing this, the little sister couldn't cry or laugh on her face.
You can doubt the culture and taste of the coal bosses, but you must not doubt their vision.
Take 1.8 million steps back and say that in terms of grasping the property market cycle, these big money have never looked at it....
Lao Tie, as the so-called don't know what to do for lunch, a sticky bean bag fell from the sky.
Just when no one in the property market was supporting the wall, the Inner Mongolia coal boss sneaked into Shanghai Beach in a low-key manner, played a big game, and bewildered Feng Chengcheng and Xu ** at the same time.
On November 28, Joy City Holdings issued an announcement:Shanghai Yongpeng Industry has invested 414.2 billion, becoming the new shareholder of Shanghai Pengli Real Estate.
Don't underestimate this Shanghai Pengli Real Estate, although it sounds like a leather bag company, but it can't stand the core assets under the name of others, it is a hard batch-
3 luxury residential projects located in the core area of Lujiazui Financial Center, COFCO Seaview No. 1, are well-known and well-known in the luxury housing circle of Greater Shanghai.
Next door to the project is Tomson Yipin, and you can see the first-line river view of the Huangpu River by pushing the window, which is definitely a top luxury house.
The three buildings involved in the transaction are all serviced apartments, 5, 6 and 7 respectively.
Among them, 5 buildings and 6 buildings have a total of 31 floors, all of which have 210-250 large flat floors7 buildings are duplexes and large flats.
COFCO Seaview No. 1 has always been the ceiling of Shanghai's luxury housing market, which is not only extremely expensive, but also extremely scarce.
Combined with the second-hand housing listing information and legal auction information, the average set of COFCO Seaview No. 1 project is currently concentrated in the range of 50 million to 200 million yuan, and it is not too much to say that it is a replacement for Tomson Yipin.
Then Lao Tie asked: Isn't it called Shanghai What Peng Industrial ***?Has a half-dime relationship with the coal boss?
Don't say it, there really is!
This Shanghai Yongpeng Industrial Co., Ltd. has two major shareholders, Yu Mouze holds 70% of the shares and Liu Moucao holds 30% of the shares.
The big boss and the second boss serve as legal persons of many companies in Inner Mongolia, so the name of the company, you see-
It's either called "xx equity investment", or it's called "xx coal group shares", or it's "so-and-so energy."
You think that people are the kind of old people who stare at the small coal kiln all day long, and their faces and hands are blackened, but they didn't think that they would have already gone back to the house to blow the air conditioner and remotely command and control the overall situation.
The coal boss of Inner Mongolia, as soon as he made a move, was the three buildings in Lujiazui, and Tomson was replaced by a product....
This one, I don't know how many workers in Ala Shanghai broke the defense in an instant.
If you want me to say, you don't have to, don't even say that I am an entry-level social animal like you-
In terms of purchasing power, the "working emperor" Zhou Shouzi came, and at most he could only be regarded as a small Karami.
People have to die more than people, and goods have to be thrown away, so why bother?
Besides, do you think that the coal boss has only been eyeing real estate in the past two or three days?
Coal boss ** real estate, has a long history and tradition in our country, and it is not alone in the fight!
As early as 2006, Shanxi coal boss Yang Moujun threw 130 million yuan, won 99 residences and 10 shops in Beijing, and in 2014, this guy threw 100 sets in one go, worth 600 million.
On the eve of the Beijing Olympics, the Shanxi coal boss contributed 40% of the sales of Pan Shiyi's SOHO project, saying that the coal boss was Pan Zi's food and clothing parents, and it is estimated that Pan Zi has no opinion.
Hearing this, an old iron slapped the table and stood up
In the era you are talking about, how to buy and how to earn, why don't you talk about these two years?
Arrangement!In the past two years, the coal boss has repeatedly acquired real estate projects in first-tier cities, and almost all of them are core sector projects.
Taking Shanghai as an example, in May 2022, Ordos Resources Co., Ltd. spent 2.7 billion yuan to acquire No. 3 and No. 4 office buildings in Shanghai Suhewan Center
In July of the same year, Inner Mongolia Huineng Coal and Power Group won the Jing'an Dayue Business Center with 6.2 billion yuan, and later changed its name to Huineng Dayue Center.
In fact, if you buy a building in a first-tier city, it is indeed pediatrics;
You don't see, the land market has not been lacking in the past few years, there is no shortage of coal bosses who spend money like dirt and fight for righteousness and squandering money.
Let's take a look at the picture below, and immediately there is a b number——
* The list is only the project that the coal boss has successfully won, if you want to see the sign, then the sea will go.
Regardless of whether it is to take land, raise cards, compete for supporting facilities, and compete for quality, the coal boss is never ambiguous.
Many coal bosses do not acquire land for commercial purposes, which is awe-inspiring
In December 2022, the coal boss spent 23800 million land, one of the purposes is to prepare school district housing for employees' children, can you believe it?
Of course, the most jaw-dropping thing for me is that the coal boss doesn't even refuse to come to the unfinished building!
The project that has been unfinished for more than ten years, how many developers can't hide, but it is in the hands of the coal boss:
In minutes, thousands of 800 villagers can receive their houses and go home with peace of mind!
For the fellows, this is like worrying that no one will come to relieve their boredom, and the TV broadcasts Liu Laogen - energetic!
At this moment, I just want to catch a coal boss and ask: Do you still lack an old man?
I can do it....
So the question is, the coal boss is rich and not sick, why has Mao been so concerned about real estate in the past two years?
When you don't say it, the coal boss is really not bad for money, and his purchasing power is fierce!
As early as the eve of the subprime mortgage crisis, the net profit of digging a ton of coal could reach 800 yuan.
At that time, contracting a coal mine with an annual output of 300,000 tons, closing his eyes and opening his eyes every day, he recorded 658,000 yuan, and made a net profit of 200 million yuan a year.
Not to mention earning this old money, you just let me count this old money, I don't think this job is easy to do.
However, the good times did not last long, and the coal boss with a lot of money soon encountered a "double kill" inside and outside
In 2008, the financial tsunami caused by the subprime mortgage crisis swept the world, and the downward pressure on production capacity continued to increase, and the once erect coal price ushered in an "avalanche moment".
On September 8 of that year, a major dam failure occurred in Xiangfen, Shanxi Province, followed by the most severe wave of coal reform in history. Since then, all coal mines with an annual output of less than 300,000 tons have been shut down.
However,From today's perspective, the wave of coal reform is more like a wilderness survival game between coal companies.
The so-called eight immortals cross the sea, each showing their magical powers, butAny coal company that can survive can be regarded as a ruthless character.
In 2020, everything seems to be turning around
With the bullish international commodities, the international coal market (especially thermal coal) has experienced a sharp turn from "de-coaling" to "de-coalization correction", and coal has risen sharply, making coal bosses accumulate considerable wealth in this cycle.
According to the statistics of Mysteel, an authoritative institution, the performance reports for the first three quarters of 2023 released by 36 listed coal companies across the country show that the total operating income is about 12,0000.8 billion yuan, with a total net profit of about 16309.9 billion yuan.
From the perspective of net profit, 32 companies achieved profitability: China Shenhua's net profit was 4826.9 billion yuan ranked first, and the net profit of China Coal Energy was 1668.8 billion yuan ranked second, and the net profit of Shaanxi coal industry was 1618 billion yuan ranked third....
A digression: Which real estate company comes out and takes two steps?
Not only is it a bumper harvest for coal enterprises on the scale, but also a very nourishing life for small and medium-sized coal enterprises!
The coal boss who eats fragrant and spicy drinks has a lot of tickets in his waist——
If you don't let him cast something, it's like moving to Pattaya at home, but his biggest hobby has been changed to watching the old man play chess downstairs, which is not tyrannical!
And yet everything was so coincidental!
At present, the assets of first-tier cities** have indeed been adjusted to a low level in recent years.
For coal bosses with a long tradition of real estate investment, this is undoubtedly a two-way rush!
Take the Shanghai Lujiazui COFCO Seaview No. 1 won by the Inner Mongolia coal boss as an example, 4The saleable area of 920,000 yuan is only 84,200 yuan.
At present, the only second-hand listing in this community is a 340 residence, with a unit price of 300,000 yuan.
Owners in Shenzhen?The owner of Hangzhou?Owners in Chengdu?
Let's take a look, you guys are 1-20,000 upside down, which door is upside down!
This is still the cash-out space at the buying and selling level. If it is bought to rent, such a head city, such a core sector, that yield and certainty are simply stable....
If we jump out of the group portrait for example, it is enough to look at the following picture-
At present, the listing prices of second-hand houses in first- and second-tier cities, compared with the high point in 2021, are respectively **34 percentage points and 123 percentage points.
Attention!Compared with five years ago, first-tier cities still maintained an increase of more than 9%.
It's not difficult to understand why coal bosses like to brush their presence in first-tier cities so much....
When you see Lao Tie here, you must know that I should say next-
AhhYou see, the coal bosses have come in and started to start the first-tier cities, and the first-tier cities will definitely usher in a big rise in the future.Alas!I don't write that today.You can not believe me, but the coal boss who calls for wind and rain has never looked away in all these years...
So, you have to rush in now, buy, buy, buy!
I can't let you guess!
What do I really want to say?
Through the "confusing behavior" of the coal boss, we should indeed reflect on two things-
First, what is the fundamental reason why coal bosses can go to Beijing and Shanghai to buy and buy?
It's got to be a good buck!
After all, other people's industries have made a lot of money over the years, and we can really see it from the **.
How could the common people not be like this?
When our real economy and external ** are deeply repaired, the employment side will naturally get positive feedback
The overall employment increment and salary are counted as one by one.
Judging from the current situation, the PMI of state-owned units and enterprises above the designated size has continued to run above the 50 line.
This indicator can be seen as an important support point for the macroeconomic bottom in the coming period.
Another issue is that the private economy, which generates nearly 80% of jobs, also needs to usher in qualitative improvements.
The continuous liquidation of debts, the continuous improvement of external demand, the continuous improvement of investment promotion, and the continuous recovery of consumption are undoubtedly the four core supports.
The above are the prerequisites for the expansion of household credit.
Second, why do coal bosses go to Beijing and Shanghai instead of their hometowns in Shanxi, Inner Mongolia or other second-tier cities?
The reason is not difficult to understand, in the cycle of deep adjustment and repair of the real estate market, the first strength of the head city may not be the most fierce, but the medium and long-term certainty is definitely the best.
As we all know, the future property market will inevitably show an unprecedented pattern of differentiation.
This means that the bargaining power of potential customers will become the basis for judging whether an asset is worth it and whether it is worth holding.
"Killing" from the coal boss to the first-tier cities is essentially optimisticThe bargaining power of potential buyers in the top citieswithScarcity of assets.
As for whether you should buy your house, or whether you should sell it
In my view, these two core bases are precisely what should be taken into account.