Directly hit Vanke's 2021 shareholders meeting: Yu Liang said that "the real estate market has bottomed out in the short term"

Author:Securities daily Time:2022.06.29

29jun

Wen | Zhao Xueyi Li Yuzheng

On June 28, Vanke held a 2021 shareholders' meeting at the Vanke Center in Yantian District, Shenzhen. The chairman of the Board of Directors of Vanke, President Zhu Jiusheng, and the secretary Zhu Xu attended the meeting. "Securities Daily" reporter saw at the scene that the seven -row seats prepared by 150 shareholders were almost filled. It is not easy for Vanke in 2021. With the overall decline in the real estate market, the company has achieved the first year -on -year decline in net profit of the year since 2008. Since the beginning of this year, the real estate industry, which has been impacted by factors such as the epidemic, is still in a low -level operation. On the occasion of 2022, Vanke, as a leading enterprise in the industry, has attracted special attention to the outside world. Yu Liang said that in the short term, the real estate market has bottomed out, and market recovery is a slow and mild process. Now the industry needs confidence. "Real estate is not the most difficult industry, so there is no reason to lie flat." Yu Liang shared a group of industry data at the shareholders' meeting. According to the public data statistics from various localities, the sales area of commercial housing in first- and second -tier cities was 1 to 2 to 2 The month decreased by 36%year -on -year, and April was about 60%year -on -year. Regarding the faster growth of June in June, Yu Liang believes that in addition to the positive impact of policies, the release of the delayed demand due to the epidemic in April and May brought back to the back. In addition, in June each year, housing companies usually have a small peak of transaction volume, and the bases are low in May, so heating in June. From the perspective of Vanke itself, the company's sales briefing shows that in May this year, sales achieved sales of 30.76 billion yuan, a year -on -year decrease of 46.56%, but a decrease of 0.26%from the previous month. Yu Liang said at the shareholders' meeting that although the housing market increased significantly 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. Nowadays, the principles of the guiding principles of the population, income status, and the operation of the real estate market have changed. The industry has entered a new stage of development. speed. Yu Liang said at the shareholders' meeting that the real estate industry has two major advantages. One is that although the scale may decline after the industry has entered a new stage of development, it is still a 10 trillion yuan market. Second, the real estate industry has a history of thousands of years. It is often new and often. Facing the future, Vanke can definitely find things to do. Relying on excellent products and services can still find new market opportunities. Vanke's strategic determination is also supported by the major shareholder Shenzhen Metro Group. The Shenzhen Metro, who did not entrust the directors to the scene because of the epidemic, said that in the face of market pressure, I saw the determination and courage of Vanke's management, trusted Vanke management, and was optimistic about Vanke for a long time. It is worth noting that Vanke, which had less market value management, has recently changed style. On the evening of March 30, Vanke released the repurchase plan to repurchase A shares of 2 billion to 2.5 billion yuan. The repurchase price does not exceed 18.27 yuan/share, and the number of repurchase shares is expected to be less than 137 million shares. The company's announcement shows that from May 30 to June 20, Vanke repurchased A shares for 15 consecutive trading days. As of June 28, Vanke repurchased nearly 73 million shares in total, with a total repurchase funds exceeding 1.29 billion yuan. Vanke's secretary Zhu Xu said in a shareholders' meeting that if the stock price meets the conditions, Vanke will try his best to make repurchases. If you are not satisfied, you will report to the board of directors and explain to the regulatory authorities.