Jianye Lao Hu San asked, the real salvation of housing companies ｜ Cube fast evaluation

□ Qiumei

On August 18, the news of Dahecai Cube showed that some investors said that they were optimistic about the potential growth potential of Jianye's performance growth. This shows the return of investors' confidence in Jianye. Such confidence is more important than gold. When the real estate industry is still in the so -called dark moment, why can Jianye Real Estate take the lead in winning confidence?

"I want to take this opportunity to apologize for everyone." On August 15th, Jianye held an investor communication meeting. As soon as the meeting started, Hu Yisen first apologized to all investors and emphasized that "as long as the enterprise does not fall, Jianye will still be in the future. Will insist on repaying debts. "

For more than a year since the real estate industry last year, it was called the dark moment in the past 30 years. In this case, Jianye's performance is not as good as expected. Especially in the first seven months of this year, the industry fell sharply compared with the same period last year, and Jianye also fell.

At the moment, many real estate companies are actively starting their own rescue. Jianye also responded quickly. Since the outbreak of the crisis, Jianye has actively rescued himself through personnel optimization, asset sales, and state -owned assets.

Today, when most people in the industry are still discussing related issues such as how long the real estate is, whether the expectations of investors can recover, the survival and development of private enterprises, Jianye directly gives positive data to give directly given the data directly to give out the positive data given directly to give out the positive data given directly to give up the positive data given directly to give up the positive data given to give positive data directly given the data directly given the data to give directly to give up the positive data given directly to give up the positive data given directly to give out the positive data given directly to give up the positive data given to give positive data directly given the data directly given the data to give directly to give up the positive data given directly. The answer to "can pass" -Jianye's visit and subscription data monitoring of key projects shows that in the last week of July, the number of visitors increased by 9%from the previous week, the number of subscription sets increased by 27%, and the subscription amount increased by 33%. In late July, a total of 2.26 billion yuan was signed, of which 1.03 billion yuan of heavy asset projects, an increase of 63%from mid -July.

From confidence to the return of actual growth, why can Jianye be? At the investor communication meeting on the 15th, Hu Yisen's speech hidden a lot of reflection and answers.

Hu Yisen said that the borrowing of debt and repaying the money was righteous. In the past development process of Jianye, there was no record of arrears of banks and financial institutions. For enterprises, it is not possible to extend not repay the money as an act of tolerating themselves. As long as the company does not fall, Jianye will still insist on repaying debts in the future.

Such a statement is actually not uncommon among entrepreneurs. Under the current real estate situation, but Hu Yisen did it, this is rare. In the first half of 2022, more than ten listed real estate companies have declared substantial breach of contract. In other words, they have been forced to breach contract.

"In the past six months, I met internally, one was to reflect on the rapid development of the real estate industry after 2016. Is there no problem in the industry itself and corporate management? Is there no problem in the rhythm control?" There is no impetuous mentality? " The three questions actually hidden the true redemption of Jianye.

It can be seen from it that Jianye is inevitably involved in the vortex of high -speed development of high -speed development by the industry. Gao was forced to default; therefore, the first loss of Jianye's first year in the first year of the founding of Jianye; therefore, in the first seven months of this year, Jianye also fell, but less than others, and still maintained the number one in the province of Henan Province in Henan Province. Market status; therefore, the premium rate of Jianye products in Henan is still above double -digit; therefore, Jianye has become the earliest and one of the earliest housing companies that have successfully introduced state -owned war investment.

Therefore, the "self -rescue" that can truly spend until the dark moment is not a lot of fancy self -rescue that has been forced to start this year. Still, there is no "sunset industry", only "sunset companies". On August 15, the relevant data released by the National Bureau of Statistics showed that the sales prices of commercial housing in first -tier cities rose slightly from the previous month, and the downward trend of the real estate market slowed down.

Responsible editor: Shi Jian | Audit: Li Zhen | Director: Wan Junwei

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