Housing enterprises seize the opportunities under the strategic upgrade of the Yangtze River Delta
On May 13th, the Political Bureau of the CPC Central Committee reviewed the Outline of the Plan for the Development of the Regional Integration of the Yangtze River Delta. It will experience the concept of “long-triangular integration” of 36 long-distance running as a national strategy, emphasizing the need to establish an “integration” awareness and The “one chess game” idea strengthens interaction and cooperation in various fields and solidly promotes the development of the Yangtze River Delta.
For housing companies, taking advantage of the opportunities in the Yangtze River Delta is a key step. On the one hand, the Yangtze River Delta region, which is located at the intersection of the “Belt and Road” and the economic junction, is in the leading position among the four major sectors in the country in terms of economy, industry, population and trends. It is an important engine for China’s economic growth. The development of the property market provides important support. On the other hand, with the integration of the Yangtze River Delta into a comprehensive speed-up phase, under the policy orientation, Shanghai, Zhejiang, Jiangsu, and Anhui provinces are fully docked, and their respective strengths are combined to develop. It is of great significance for housing enterprises to grasp the development of the Yangtze River Delta.
The geographical advantage of the housing enterprises can be described as near water tower
On the whole, under the upgrade of the “Yangtze River Delta Integration” strategy, the layout of the two types of housing enterprises in the Yangtze River Delta has an advantage: first, housing enterprises with geographical advantages; second, housing enterprises with strong comprehensive strength and nationalized layout. . Since 2018, Xincheng, Zhongliang and Zhongnan have occupied more than 40% of the land in the Yangtze River Delta; and Country Garden, Evergrande, Vanke and other leading real estate companies have occupied an absolute area in the Yangtze River Delta. Advantage.
Among them, the new city base camp is Changzhou, which has innate geographical advantages and implements the layout strategy from regional deep-growing the Yangtze River Delta to national expansion. By the end of 2018, it has invested nearly 54.98 million square meters in the Yangtze River Delta in the core area of investment. , accounting for 50.2% of the total land bank. In 2018, in the case of a more balanced national layout, the Yangtze River Delta layout still occupies the core. More than half of the newly added 164 plots come from the Yangtze River Delta region. The newly added land construction area and investment amount in the Yangtze River Delta accounted for More than 48.2% and 58.7%. At the same time, the sales performance of the Yangtze River Delta has also provided strong support for the development of the new city. As the base of the new city, Jiangsu has achieved a regional sales of 20 billion in 2018, and sales in the areas of Sunan, Shanghai, Nanjing and Hangzhou have also broken through 10 billion.
Since 2017, the company has been ranked first in the sales list, and the Country Garden, which is the leader in scale and strength, has completed the first coverage of the 26 cities in the Yangtze River Delta integration plan after years of deep development in Suzhou. Since January of last year, Country Garden has won about 189 plots in the Yangtze River Delta with its high turnover and full coverage strategy. The total construction area is about 26.744 million square meters, and the scale of the Yangtze River Delta is stable. Among them, the proportion of the layout of the second-tier cities of Ningbo, Suzhou, and the third-tier cities of Jiaxing and Fuyang is relatively high.
Leading housing enterprises seize the first and second tier cities in the Yangtze River Delta
There are 5 first- and second-tier cities in the Yangtze River Delta, including one first-tier (Shanghai) and four second-tier (Hangzhou, Suzhou, Nanjing, Ningbo), which play a leading role in the Yangtze River Delta urban agglomeration and have strong radiation capabilities. develop rapidly. Judging from the urban distribution of real estate enterprises in the Yangtze River Delta, the leading sales enterprises with stable sales performance and relatively strong financial strength have a relatively high proportion in the first- and second-tier cities in the Yangtze River Delta. Since 2018, Vanke, Zhonghai, China Merchants, Longhu and other real estate companies have accounted for more than 50% of the first- and second-tier cities in the Yangtze River Delta.
Among them, Vanke as a nationalized layout, and focus on the first- and second-tier leading housing enterprises, the layout in the Yangtze River Delta is no exception. As of the end of 2018, about 51.6% of Vanke’s 110 million square meters of total land bank was distributed in the Yangtze River Delta region, covering 25 cities in the Yangtze River Delta. Among them, the top three cities in the soil storage are Hangzhou, Shanghai and Hefei, accounting for 34.1%, and the first- and second-tier cities accounted for 53.3%. Since 2018, Vanke’s first- and second-line land acquisition in the Yangtze River Delta is still strong, accounting for about 54.7%. The constant strategy is to strengthen its competitive advantage.
The radiation area of the core city of the Yangtze River Delta
The first- and second-tier cities in the Yangtze River Delta region certainly have great potential for the development of the property market, but after all, their quantity and resources are limited. As the integration policy of the Yangtze River Delta rises to the national strategic level, the linkage effect drives the industrial, capital, and population distribution of the Yangtze River Delta urban agglomeration to be more balanced. Some housing enterprises have laid out the radiation areas of the core first- and second-tier cities in the Yangtze River Delta in advance, and combined Policy-oriented planning projects to promote the process of integration of the Yangtze River Delta while promoting enterprise development.
As a typical representative of such real estate enterprises, the green space has been adjusted since 2017, and the layout of the 3rd and 4th lines along the main line of the high-speed rail new city has been added. Beginning in the second half of 2018, Greenland has increased its investment in the Yangtze River Delta region under the policy guidance, and launched a new round of the Yangtze River Delta with the Intercity Space Station. It is worth noting that the first national strategic project for the integration of the Yangtze River Delta in 2019, the Suzhou Science and Technology Industrial Park, was laid on May 15th. The total investment of the project is about 15 billion yuan, covering an area of about 3,500 acres. It covers four functional cores: technology innovation base, corporate headquarters, financial headquarters and integrated service area. As early as December 3 last year, Greenland aimed at Suzhou, which is an important hub city along the Beijing-Shanghai high-speed railway, and reached a strategic cooperation agreement with the Suzhou Municipal Government to make Suzhou an important stop for the “high-speed rail new city.” This also marks an important opportunity for the strategic upgrade of the Yangtze River Delta. The integrated real estate and diversified green space will promote regional industrial integration while promoting the optimization of local industrial structure while promoting its own strategy deepening.
The integration of the Yangtze River Delta is not only the integration of cities, but also the integration of transportation, policies, laws, and markets. With the upgrading and acceleration of the policy, the radiation area of the core cities of the Yangtze River Delta will continue to expand. Under the changing pattern, the exploration of housing enterprises in the Yangtze River Delta region will face more possibilities and challenges. Forward-thinking and keen sense of smell, accurately predicting the future trend of the regional market, or will play a vital role in the competition of the real estate in the housing industry