On -site 丨 Vanke Yu Liang: This is the most stressful time since I was working

21st Century Business Herald reporter Wu Shuying Shenzhen Report

On June 28, 2022, Vanke held an annual shareholders meeting in Shenzhen.

At the shareholders' meeting, the chairman of Vanke's board of directors Yu Liang made a judgment on the status quo of the real estate market. Yu Liang pointed out that in the short term, the market has bottomed out, but recovery is a slow and mild process.

According to the data shared by Yu Liang, although the industry has experienced a difficult time in the first half of this year. According to the public data statistics from various localities, the sales area of ​​commercial housing in the first- and second-tier cities decreased by 36%from January to February, and April decreased by about 6 year-on-year. Getting, but the situation in May has improved, and after entering June, the month -on -month increase.

Yu Liang believes that on the one hand, the introduction of some policies has a positive impact, and on the other hand, it is a supplement caused by the release of the demand for the delays due to the epidemic in April and May. In addition, it is a seasonal factor. In June each year, real estate companies usually sell them, and there is a small peak of trading volume. Finally, the base in May is relatively low. The above factors make the June growth rate faster in June.

Yu Liang emphasized that market recovery is a slow and gentle process, and it takes time to recover. Although the month -on -month increase in June, it still declined year -on -year, but the decline was relatively contracted.

"More importantly, the current environment of the real estate market is different from the past. Now, the principle of population situation, income status, and the guidance of the real estate market have changed. The industry has entered a new stage of development and will not return to the past. The development logic will not return to the scale and growth rate of the past. "Yu Liang said.

According to Yu Liang, there is another big difference that needs to be remembered. The current population, structure and the income level of the people in our country have undergone great fundamental changes in the industry's guidance principles.

Based on these judgments, Yu Liang said that the real estate industry has come to the stage of the market and then slowly go up. "Everyone is sad now, and it is the most stressful time since I was working. In the society, our industry must not be the most difficult, and we have no reason to lie down. "

- END -