Recently, many inventories have been made on real estate companies in East China, and almost all national real estate companies have high hopes for East ChinaIt also gradually shows that East China is still an important domestic economic location, the industry and talent are focused, and the industry increment still exists.
In the south of the motherland, the Greater Bay Area is also a place where real estate companies must competeIn recent years, Fujian, Beijing, and Soviet real estate companies have been preparing to show their strength in this landBut a few years have passed, and it seems difficult to make a difference.
Even the head product benchmark: Greentown China has been deployed in South China for many years, and it still seems to be a layman. Today, there are more than 30 well-known real estate companies in the Greater Bay Area, and there are very few who can still play at the table
What kind of market is the Greater Bay Area that makes these real estate companies that once dominated the country return? Perhaps it is difficult to state in one sentence:If you want to survive in the GBA, you must be prepared to fight a protracted battle.
Greater Bay Area Market: A mature development environment
come, may not succeed; But if you don't come, you will have a defect. I believe that for the national layout of real estate enterprises,The strategic location of Guangzhou and Shenzhen is very important, and Shenzhen is the origin of commercial housing development
The fight of real estate companies in first-tier cities is like the competition for hegemony in the Spring and Autumn Period, and only after division and merger can they sit on the fiefdom.
With the official implementation of the Guangdong-Hong Kong-Macao Greater Bay Area plan, major real estate companies are vying to gather in the Pearl River Delta region.
In fact, the proposal of the concept of the Greater Bay Area has led to the development of various related fields, which is enough to show the arrival of the era of the Bay AreaIt will bring a new round of opportunities to real estate companies, and it should be the dream of most real estate companies to camp in this land
Preferred,There is a sufficient pool of mid-to-high-end real estate talents in the Greater Bay AreaFor any enterprise entering the Greater Bay Area, the talent selection must be sufficient, which also gives many projects the opportunity to quickly form a team.
Second, the overall development environment in South China is very mature, real estate is already a huge industry here, and financial institutions have been focusing on the Greater Bay Area for many yearsTherefore, the whole has many innate advantages for foreign real estate companies.
Since the earliest batch of real estate companies entered the South China market, they have basically done some research, and nearly 30 real estate companies have been deployed in South ChinaHowever, there are still projects that continue to be developed or are still active in the first line, and the number of real estate companies is almost in the single digits.
That's a very good sentence,".How excited you are when you come, how desolate you are when you go".。In the early days, a group of high-turnover dark horse real estate companies regarded South China as another East China market, which seemed fierce but was actually powerless.
South China MarketThere are not only the absolute main forces of the four major heads that have been deployed for many yearsIn addition, there are a large number of 100 billion legions that have been deeply cultivated in Guangzhou and Shenzhen for many years, although many of them have also thundered, but some of them are still very thick.
In the absence of land port stock,Blindly wanting to rely on the simple logic of high turnover to occupy the South China market, there is almost no chance of winning, a number of real estate companies have suffered big losses in this regard.
Nowadays the South China market,In particular, the two high-energy cities of Guangzhou and Shenzhen have long been in the era of stockIf there is no deep accumulation of land for urban renewal, there may be almost no room for survival in the future.
30 Jianglong, what is happening now?
Recently, I chatted with many real estate people from local giants such as China Shipping, China Resources, and Yuexiu, and also lamented their years of precipitation in Guangzhou and ShenzhenAlmost all of them are one voice, and there will be no cross-river dragons in South China in the future
Many people may ask, shouldn't there be such an expansion? Now the central enterprises are very richYou can get good land for tens of billions of dollars in Shenzhen and Guangzhou, and the scale is easy to get up
Many people may think that many central enterprises and state-owned enterprises are in Shanghai, Beijing is crazy to get tens of billions of land, and they can also increase investment in Guangzhou and ShenzhenBut many people don't understand that Guangshen currently has almost no profit if it purely relies on bidding, auction and listing.
Secondly, many real estate companies have just arrived, almost still based on cooperative development, and product research and development is still relatively weakstill wants to hug the thighs of local giants, and the overall voice is not high
Therefore, if foreign real estate companies really need to take root in South China, they must first fight a protracted battle, whether it is products, organizations, or land acquisitionIt must be combined with the localization strategy and truly learn with an open mind
But for now,There are almost few real estate companies above that can do this。Almost all of them learn the same logic of the incremental market in East China, that is, a high-turnover development, and as a result, many projects are smashed.
With the failure of the project or unsalable, the investment intensity of some high-turnover real estate enterprises has gradually weakened, and some are facing serious losses.
Recently, the ranking of the flow and equity of real estate enterprises in the Greater Bay Area has been releasedAlmost none of the top 20 real estate companies are foreign real estate companies, and local giants fully control the overall real estate industry, the dragon has really disappeared.
In fact, this result has been expected for a long timeIn the early days, almost all the real estate companies that frantically laid out the third- and fourth-tier cities in South China thunderedOccasionally, real estate companies with sporadic projects in Guangzhou and Shenzhen have also fallen into the problem of product breakthrough, which is difficult.
At present, it is indeed very rare to see Longfor and China Railway Construction in the rankings 20-23. One is the father of a rich central enterprise, and the other is the light of a few private enterprises that are still at the table, how far can we go in the future, it's not easy to say now.
Is the Greater Bay Area still worth fighting?
Some people may ask, such a difficult market, so many super competitors,Is there still a chance to lay out the Greater Bay Area? The answer is yes: there are still opportunities.
The first choice is to lay out the Greater Bay Area, and two core issues need to be solved: the first is the land issue, which must adhere to the long-term precipitation of the old reform thinking, and the underlying logic of urban renewal must be necessary for a protracted war.
You can see thatIn the camp of local real estate companies, the three giants of Galaxy, Excellence, and Hongrongyuan have dominated the list for many yearsThe core confidence of the three comes from the long-term logic of urban renewal and development.
Secondly, product research and development must be localized and the upgrading of high-end product lines must be strengthenedThey are vigorously strengthening product research and development to meet the challenges of external improvements and luxury customers.
Nowadays, the overall head real estate enterprises,Gemdale is strengthening hardcover, China Resources is improving the landscape, China Merchants Shekou is adjusting the house type, and China Overseas is rolling up luxury housesThe giants are now investing heavily in product lines.
Anyway,The Greater Bay Area still has the strongest industrial cluster in the country, and there is still a lot of demand for improvementIt depends on whether the developers really want to gnaw hard bones.
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