Author |Luo QianboProduced by |Bogotá looks at the property market
On February 7-8, both China Real Estate News and The Paper reported a situation:
China Merchants Shekou recently announced the launch of its 2024 organizational reformsIt mainly includes the merger of seven regions into five regions, and the establishment of "investment promotion and construction management" to carry out agency construction business.
Before this adjustment, China Merchants Shekou Real Estate Development Sector originally had seven regional companies, including: North China, East China, Jiangnan, Central China, Southwest China, South China, and Shenzhen. After the adjustment, China Merchants Shekou has formed five regions: East China, South China, North China, Jiangnan and West China.
In this adjustment, the Shenzhen and South China regions were merged into new areas, and the Central China and Southwest regions were abolished and merged into other regions. ”
Brief Analysis:
According to Bogokan's observation of the property market, since January, since Vanke and Greentown released the latest organizational structure information, China Merchants Shekou, China Resources and other real estate companies have successively launched their own organizational formations in February, as well as new layouts in related industries.
And constantly alarming the industry.
The head central enterprises are rapidly shrinking and changing formations, which makes everyone's hearts cold.
As above, in addition to the typical regional merger and integration, China Merchants Shekou alsoSlightly shyIn order to effectively maintain the scale and protect the disk, it has to carry out the agency construction business as Party B.
Although Greentown Zhuyu is in front, China Merchants Shekou is still very "shy" when it launches such a layout for the first time this year, because some official media reports that when the reporter asked the company for the confirmation of the "China Merchants Construction Management" business, it was basically tight-lipped.
In fact, China Merchants Shekou, its organizational structure has been changing in the past 6 years, and has experienced 5-9-8-7 regions at the regional level, and this time it has returned to a big cycle of 5 regions, and has fully witnessed the rapid changes in the real estate market over the years.
It is understood that in 2018, it will change from five regions in North China, East China, Central China, South China, and Shenzhen to nine regions; In 2020, China Merchants Shekou abolished the management structure of the southeast region and reduced it to 8 regions; In 2022, the general manager positions in the five regions will be rotated; Last year, the model of maintaining seven regions was developing.
Among them, China Merchants Shekou is more strict about entering the agent construction, and its "shy" attitude can also be seen in the news of China's real estate on February 8
This time, in addition to merging some regions, there is also news that China Merchants Shekou has established 'China Merchants Construction Management' to enter and develop the construction business, but this news has not been confirmed by China Merchants Shekou.
If the news is true, China Merchants Shekou will become one of the earliest companies among the leading central enterprises to focus on the agency construction business. For China Merchants Shekou to enter the agency construction business, some real estate industry observers believe that with the clearing of the real estate industry, the number of non-performing assets in the market has increased and needs to be dealt with urgently, and this market background provides opportunities for the development of agency construction, and many real estate companies are accelerating the layout of this business. However, agent construction is a 'hard nut to bite', and there are many competitors in the agent construction market, so it is not easy for China Merchants Shekou to "get a piece of the pie". ”
However, in fact, the news of entering the agency construction business has been corroborated on a number of ** platforms in the industry, during which a lot of information shows that this statement, investment is the default, but it is still in the initial and trying stage, and I dare not say it loudly, which is also another manifestation of "shyness".
After all, it is a bit late to intervene in the agency construction at this time, and the market competition pattern of the agency construction sector has formed the basic structure of 369, etc., and it is also a field that can survive and make a small amount of money, which is far behind the previous three core businesses of China Merchants Shekou.
However, why did China Merchants Shekou "secretly" cut into this already red sea market at the beginning of the year?
No matter how shy and red-faced you are, you can't take care of it, why is this?
Bogotá looks at the property market observation:
As one of the leading central enterprises, China Merchants Shekou has entered the field of agency construction this year, which is a relatively new attraction from a horizontal point of view; Looking at it vertically, it is a relatively large jump point for China Merchants Shekou over the years, and it is also worth observing.
At the turning point of the collision of the old and new trends, China Merchants Shekou is also difficult to stand alone, and has to find new growth points and new tracks, and the pressure of the times has been superimposed on every individual like a storm and tsunami.
If you are poor, you will change, and if you change, you will be able to reach it.
This is one of the effective laws that have been used since ancient times to change circumstances and go through cycles.
If you don't change yourself, you will be changed by the market and others.
Below, let's briefly talk about the main reason why China Merchants Shekou wants to officially enter the field of agency construction at this time.
According to Bogo's analysis of the property market, there are two main ones:
First, the external environment has become more difficult and has to change.
As we all know, the external environment is still cold and cold, still in the process of not breaking, there are many uncertain factors, shrinking and clenching fingers into a fist, has been the consensus of all walks of life.
Wrapping up clothes, tightening belts, squeezing out the empty water and fat on the body, at least not getting uremia, has become a common strategy for many mainstream real estate companies.
In this situation, China Merchants Shekou is the same, which is not unusual.
In addition, the output value and development scale of domestic real estate have been rapidly decelerating, from 18 trillion yuan at the peak to 11 trillion yuan last year, a shrinkage of nearly 40%, which is a subversive change.
It's no longer a downturn of one country, one company, and so on.
In the relatively large area of avalanche, China Merchants Shekou also found it difficult to find its own Noah's Ark, and had to carve and chisel the details.
Second, endogenous forces are weakening, and new resources need to be found that can effectively fill the gaps.
After graduating from university, according to Bogotá's more than 20 years of hands-on practice and comprehensive observation, the industry has undergone tremendous changes, and peers in the industry should be able to empathize.
One is,The many explorations of cross-border categories have basically been stormy.
Engaging in automobiles, selling water, making robots, raising pigs, entering finance, etc., have become a backdrop for other industries.
Conversely, there are similar changes, and many of the original enterprises that have entered the real estate industry have gradually withdrawn from real estate development and other businesses, and continue to swim back to their main business.
The pendulum of value has been ringing endlessly in all eras.
In the era of rapid growth, the constant shift and deceleration have led to the review and soul of various industries.
After years of development in its three major business segments, development, commerce and services, China Merchants Shekou, like everyone, is rapidly declining in the momentum of each business segment, and is also facing many troubles on how to grow effectively.
And then again,Real estate at home and abroad, in the overall development model, has been constantly overlapping.
And the quick return toDevelopment + Business + ServicesIn this core three-wheel system, the gradual convergence between light and heavy strategies has become the general trend of the international industry.
China Merchants Shekou must also effectively prune and prune leaves in this general trend, so as to find new strength for future development.
Write at the end:
To sum up, the organizational and industrial changes of China Merchants Shekou, in addition to the individual, are all truthful witnesses under the common pressure of the times.
With the blade facing inward, various surgeries, internal medicine, cell and nanoscale surgeries are constantly introduced, which has triggered a lot of thinking in the industry.
It is worth mentioning that among the central enterprises, as a trillion-equivalent China Merchants Shekou for several years, the agency construction business is a capillary business that is too small to be small in terms of its overall volume.
Therefore, China Merchants Shekou is embarrassed to say.
However, in the rotation of heaven and earth, it is difficult for China Merchants Shekou to refuse this small "ant leg", with the blessing of the bloodline of central enterprises, many industrial resources, and well-known big brands, it is not impossible to grow into a vigorous beef leg in the future.
In a word, after all, shyness can't be eaten!
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