The "delivery power" of the industry's in -depth adjustment period highlights the responsibility of real estate enterprises
Author:Beijing Daily Client Time:2022.09.13
At present, the development logic of the real estate industry has undergone fundamental changes, and the era of "barbaric growth" is gone. According to Kerri ’s data, the cumulative sales scale of the top 100 housing companies in the first half of this year decreased by 51%, and the focus of the development of housing companies has changed from the past scale to“ survive ”.
In the context of the overlapping of multiple uncertain factors in the market, the real estate industry has been significantly differentiated, and the property market has entered the stage of competition. In July of this year, the Central Political Bureau meeting first mentioned the "insurance delivery building". In response, many industry analysts believe that as the "guarantee of the insurance" advances as scheduled and the economic stability recovers, the market confidence and expectations in the second half of this year will stabilize the restoration of stability. Essence
Related policies for "Insurance and Communications" are successively implemented
"Some buildings have been capped, and the remaining several constructions have just been completed. Several workers are working in front of a building in front of a building. It appeared in the construction site in Zhengzhou in the near future. Earlier, the owner of the project said in an interview with other media that the project had been suspended in November last year. Under the supervision of relevant departments, it was resumed around the end of April this year. It was originally planned to be delivered at the end of this year. According to the owner, the project is currently coordinating mortgage financing with financial institutions. It does not rule out that in the future, with the injection of funds, the construction intensity will be gradually increased.
Since the beginning of this year, there are not a few real estate in some cities. Due to problems such as broken capital chain and shortage of cash flow, some real estate companies failed to open their horsepower in the promise of "guarantee delivery". less.
Although the suspension is not as serious as the outside world imagined, under the storm, the "guarantee delivery" policy has been given more meaning.
Chen Wenjing, director of market research director of the Index Division of the Medium Finger Research Institute, pointed out that the current problem of "insurance delivery" needs to be resolved urgently. Only by promoting delivery as scheduled, the property market confidence and expectations continue to improve, and the real estate market can recover in the second half of the year.
On the basis of financial stability, Country Garden will actively fulfill the "insurance delivery" corporate responsibility
In fact, since July this year, in order to make the "guarantee of the property" really implemented, multiple heavy policies have been implemented one after another. On July 28, the Central Political Bureau meeting made it clear that it is necessary to stabilize the real estate market and adhere to the house for living, not the positioning for speculation. , Correct the responsibilities of the local government, keep the property and stabilize the people's livelihood; on August 12, at the venture on the CBRC, the person in charge of the relevant departments stated that the CBRC actively guided the banks Below, actively participate in the research on solving the solution of the hard gap in the hard gap, do a good job of credit offering with conditions, and do everything possible to promote the "keeping diplomatic building and stabilizing the people's livelihood".
Yan Yuejin, the research director of the Think Tank Center of the E -House Research Institute, believes that the Banking Regulatory Commission's move reflects that it is closely concerned about the related work of the insurance delivery building, and the relevant support work of the current "insurance delivery building" is advancing in an orderly manner. "Especially in terms of hard gaps and credit investment in funds, there is a more positive way of working."
"Under the" three stabilization goals "of real estate regulation, stabilizing house prices, and steadily expected, only by completion and delivery can the virtuous cycle of the industry be guaranteed." Kerri Research Center pointed out that the pressure on the debt repayment in housing companies has intensified the pressure of debt repayment. In the context of the industry, the health test of enterprise cash flow for enterprise cash flow is particularly critical.
Li Bao Delivery and keep the brand bottom line
"Although the current market confidence is gradually recovering, when the industry is facing several challenges such as epidemic situation, low sales, project shutdown, and delay in delivery, more powerful, responsible, and responsible real estate companies still need In the current situation, the high -quality delivery of housing companies can not only reshape confidence in the industry as scheduled, but also give new hope for the industry.
With the further deepening of the policy of "guaranteeing the property", "completion and insurance delivery" has also become the primary goal of many real estate companies. More and more real estate companies have put into actual actions, set their brand reputation with the "hard core" product delivery power, and keep the brand bottom line.
The foundation of high -quality delivery as scheduled as scheduled is a stable financial situation and a firm confidence that is sufficient to cope with industry fluctuations.
In the first half of this year, Country Garden delivered more than 250,000 houses in 214 cities
At the mid -term performance report on August 30, Country Garden said that the asset -liabilities and cash flows of enterprises in the first half of the year were stable; the enterprises had no US dollar bonds in the second half of the year, and two debts in the country had reached a backup state. Total 4 billion yuan. "On the basis of financial stability, Country Garden will actively perform corporate responsibilities delivered by insurance." The relevant person in charge of Country Garden said that the group can use the cash balance of 147.98 billion yuan, and the cash short debt ratio remains about 2 times.
It is reported that the first half of this year Country Garden delivered 1070 batches of more than 250,000 houses in 214 cities, covering 30 provinces and cities across the country, of which 165 projects realized "delivery to pay the certificate".
In addition to Country Garden, looking at the market, the management of many responsible housing companies at the moment also publicly stated that "guarantee delivery" will be used as a key task.
Relevant person in charge of Longhu said that this year, according to the group's cash flow security and maintaining reasonable profit growth, the entire pace of push market will be determined. Essence It is understood that Longhu Group delivered over 50,000 houses in the first half of the year, all of which were delivered on schedule, of which more than 30%were delivered more than one month in advance; Sunshine City also actually completed a 41,771 set of contract delivery sets during the reporting period. "Inspection of delivery is the bottom line of housing companies, and it is also the lifeline that can survive." Krigri said that the delivery power of real estate companies at this stage is the best brand power. As an important guarantee for the implementation of the product, the delivery capacity is the realization of the project design of the project, the control of the construction quality, and the follow -up of the owner's service, which is a deeper extension of the product power.
Ensure that the quality of delivery is the top priority
It is worth mentioning that, in addition to ensuring traditional indicators such as the agreed delivery time and quality, many large -scale real estate companies are still exploring and creating a higher quality, more humanized product delivery link and delivery standards.
The chairman of the Board of Directors of Vanke also publicly stated that the company is currently delivered to the delivery time and the quality of delivery every day, weekly, and monthly.
Earlier, the relevant person in charge of Country Garden emphasized that enterprises should make every construction process finely to achieve precise and efficient. It is understood that since 2021, Country Garden has launched the risk assessment work before the delivery of the delivery project, and the inspection point covers a total of 800 contents such as indoor, public district, facade, and garden construction. It is necessary to evaluate through the third party entrusted by the group, and the evaluation does not reach the bottom line score and is not allowed to be delivered.
Focusing on the Beijing area of Country Garden, since January 1 this year, there have been 3,790 households, and 2625 households have been completed one after another, including Baogui Country Garden Qingyuan Xincheng, Qinhuangdao Country Garden, Wuqing Country Garden Yunhe Shangyuan, Wuqing Country Garden Monet Lakes and other projects.
Wuqing Country Garden Yunhe Shangyuan project adopts remote housing service to ensure that the house is delivered on time during the epidemic
It is worth mentioning that in the first half of this year, due to the impact of the epidemic, in order to ensure the owners' receiving houses on time, the Country Garden Yunhe Shangyuan and Monet's lake project adopted remote house receiving actions.
"The agreed house receiving time just caught up with the controlled at home. At first, I was worried that the house could not be accepted on time. I did not expect to receive a notice from the staff of Country Garden, saying that it can be collected on an online remote inspection house, and suddenly my heart will be in my heart. It's in the stomach. "Mention, Ms. Chen, owner of Yunhe Shangyuan, was warm to the remote collection service provided by Country Garden.
"For the owners who were inconvenient to go to the on -site house inspection for the epidemic or other reasons, our home property consultant provided one -on -one online remote house collection services." According to the relevant person in charge of Country Garden, the real estate consultant will make time with the owner for time in advance with the owner's time. After the owner recognizes, go to the property to borrow the key of the owner and go to the owner's home to help the owner take a video or connect to the real -time connection to help the owner's remote inspection. Assist the owners to record the fast -revised orders, and at the same time guide the owner to go through the online collection procedures through the "Phoenix Cloud" platform, effectively help the owner solve the problem of unable to collect the house in time.
Kerry believes that for real estate companies, insurance delivery is both a social responsibility and confirmation of comprehensive strength and market competitiveness. If the "guarantee of the house" is a promise to the owner, then the "guarantee quality" is to fulfill the owner's expectations of a better life. When the industry enters the deep adjustment period, the return of product quality and services will definitely become a key element for the company's long -term development.
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