河北11选5

河北11选5

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地产下半场,你们才懂得中海的牛 来源:樱桃大房子

河北11选5JINNIAN2YUEFEN,FANGQIXIANQILEYIBODAZHECUXIAORECHAO,ZHONGHAIKUIRANBUDONG,YOUMEITICHENGZHONGHAIFOXI。

今天,中海披露了2019年财报,净利润416.2亿元。在已经披露财报的房企中,中海的利润还是第一,还是那个利润王,盈利能力一骑绝尘。

河北11选5YAOSHUO,ZAIDICHANZHEIGEJIANGHULI,WULUNJINGJIZHOUQI、DICHANZHOUQIZENMEJIDANGHEBIANHUAN,SHIZHONGYILIBUDAO,WENJIANRUYI,BUHUIRANGRENSHIWANGDEQIYE,FEIZHONGHAIMOSHU。

ERQIE,JINNIANSHIZHONGHAICHENGLIDI41GENIANTOU,LIJINGDUOLUNZHOUQI,CHENGDESHANGSHIFANGDICHANXINGYEDECHANGQINGSHU。

有人说,顺境看万科,逆境学中海。只有到了市场风云变幻的时候,很多人才突然发现,原来,这么多年来,中海才是那最牛的那一个。

河北11选5YINWEIJIN20NIANLAI,ZHONGHAIYIZHISHIGUONEIYINGLINENGLIZUIQIANGDEFANGQI,MEIYOUZHIYI。

在最新的年报中,中海董事局主席颜建国说:长期持续稳健增长,是本集团过去和将来走向下一个40年的战略与行动指针。尤其是在百年未有之大变局的当下,在外围环境高度不确定时期,“黑天鹅”、“灰犀牛”经常不期而至、突如其来,我们致力于为股东实现确定的长期持续稳健增长。

最牛的地产年报又来了

YAOSHUOZHONGHAIDICHANDECAIBAOYOUDUONIU,KONGPAHAISHIDEYONGSHUJUSHUOHUA。

YOURENCONGBUTONGWEIDUZONGJIELEZHONGHAINIANBAODEWUDATEDIAN,XIKANYIXIAHAISHIMANYOULIAODAO。

关键词1:快

HEXINHANYISHIWUYEXIAOSHOU、SHANGYEZICHANYUNYINGSHOURUCHIXUKUAISUZENGZHANG。

河北11选5NIANBAOXIANSHI,2019NIANZHONGHAI

合约销售额港币 3771.7 亿元,同比增长25.2%营业收入1636.5 亿元,同比增长13.6%

持有商业物业收入41.6亿元,同比增长22%

房地产销售23个城市的市场占有率位列前三

WOSUOZHIDAODESHUJUSHI,ZAIYEYIGUOQUDE2019,ZHENGGEXINGYEDEXIAOSHOUZENGSUZHIYOU6.5%,2019NIANQIANSHIQIANGFANGQIDEXIAOSHOUZENGZHANGJUNZHISHI12.8%,GUIMOQIANSANMINGDEFANGQI,XIAOSHOUGUIMOZENGSUDOULUODAOLE10%YINEI,ER2017-2019NIAN,ZHONGHAIDEXIAOSHOUFUHEZENGZHANGLVSHI27.5%。

河北11选5YOUYUFANGDICHANDEXIAOSHOUTIXIANWEILIRUNYOU2-3NIANDESHICHA。GUOQUSANNIAN,ZHONGHAIXIAOSHOUJIAKUAIZENGZHANG,WEILAIJINIANDELIRUNZENGZHANGYOUYOULEBAOZHANG。

关键词2:好

ZHEIGEGUANJIANCIDEHEXINHANYISHIJIAZHICHUANGZAONENGLIBAOCHIXINGYELINGXIAN,BIRUYIXIAJIDIAN:

股东应占净利润416.2亿元,同比增长10.3%;

净利润率25.4%,保持行业最高区间;

归母净资产2806亿元,行业领先

每股净资产25.61 元。

DUIYUZHEIYIDIAN,DAJIAYINGGAISHIDOUZHIDAODE,GUOSHIJINIANLAI,ZHONGHAIYIZHISHIDICHANXINGYEDE“LIRUNWANG”,YIZHIBEIZHUIGAN。

河北11选5GUOQUSHIDUONIAN,ZHENGGEDICHANXINGYEKUANGBIAOTUJIN,DAJIADELIRUNDOUHAO,LIRUNDOUBUCUO。

DAN2019NIANJIUBUYIYANGLE,YINWEISHICHANGKAISHIXIAXING,MIANFENDEJIAGEYIZHIZAIZHANG,DANMIANBAODEJIAGEBEIXIANJIALE,LIRUNDECHIXUWENJIANZENGZHANGBINGBUNEIMERONGYI。

关键词3:稳

ZHEIGEGUANJIANCIDEHEXINHANYISHICAIWUWENJIAN、XIANJINCHONGYU、RONGZICHENGBENDI、XINYONGPINGJIGAO。

BIRU

资产负债率60.06%,净借贷比33.68%,处于行业最低区间;

持有现金954.5亿元,占总资产的13.2%;

加权平均融资成本4.21%,处于行业最低区间。

三大国际机构都给予中海最高的行业信用评级穆迪Baa、标普BBB+、惠誉A-。

河北11选5ZHONGHAISHISANDAGUOJIPINGJIJIGOU,WEIYIJIYUAJIPINGJIDEDICHANGONGSI。

ZHEIZUSHUJU,DAJIAKEYIDUIBIYIXIA,ZAI“WEN”ZISHANGDEGONGLI,ZHONGHAISHIHELIYUQUN。

关键词4:优

HEXINHANYISHITUDIJIEGOUYOU,YIERXIANCHENGSHITUCHUZHANBIGAO。

数据显示,中海2019年新增土地储备53宗,权益购地金额1134亿元,同比增长24.1%,权益面积1097万平方米;

河北11选5QIZHONG,BEISHANGGUANGSHENJIGANGAOZHANBI48.4%;67.8%DEXINZENGTUDITOUZIWEIYUYUEGANGAODAWANQU、JINGJINJICHENGSHIQUN、ZHANGSANJIAODOUSHIQUAN。

ZONGTUDICHUBEI8923WANPINGFANGMI,80%YISHANGWEIYUYIERXIANCHENGSHI。

DAJIADOUZHIDAO,ZAIKUANGBIAOTUJINDEDICHANHUANGJIN20NIANJIESHUHOU,WEILAILOUSHIJIANGFASHENGJIDADEFENHUA,ZHEIQIZHONG,YIERXIANCHENGSHIRENGSHIXINGYEPUBIANYIZHIJIAMADESHICHANG。

SHEIZHANLINGLEYIERXIAN,SHEIJIANGYINGDEWEILAI。

关键词5:高

HEXINHANYISHIYIERXIANCHENGSHIDESHICHANGZHANYOULVXIANZHUTIGAO。

SHUJUXIANSHI,ZHONGHAIZAI11GECHENGSHIDEXIAOSHOUECHAOGUOGANGBI100YIYUAN:BIRUBEIJING、NANJING、GUANGZHOU、XIANGGANG、SUZHOU、SHENYANG、SHANGHAI、JINAN、CHENGDOU、NINGBO、XIAN。

QIZHONG,BEIJINGDEXIAOSHOUECHAOGUOGANGBI400YIYUAN,NANJING、GUANGZHOUDEXIAOSHOUECHAOGUOGANGBI200YIYUAN。

河北11选55GEDANPANNIANXIAOSHOUCHAOGUOGANGBI100YI:ZHONGHAIHUASHANLONGCHENG(JINAN)、ZHONGHAIHUANYUTIANXIA(BEIJING)、ZHONGHAITIANZUAN(XIANGGANG)、ZHONGHAIZUOANLANTING(NANJING)、YAYUNCHENG(GUANGZHOU,HEZUOXIANGMU)。

 

跨越周期的战略定力

GUANLIZHEXUEZHIFUCHAERSI•HANDICENGZHICHU,YIQIESHIWUDEFAZHANDOUTAOBUKAISXINGQUXIAN(“DIYIQUXIAN”)。

ZENMELIJIE?

RUGUOYIGEQIYENENGZAIDIYIQUXIANDAODADIANFENGZHIQIAN,ZHAODAODAILINGQIYEERCITENGFEIDE“DIERQUXIAN”,BINGQIEDIERQUXIANBIXUZAIDIYIQUXIANDADAODINGDIANQIANKAISHIZENGZHANG,YOUCIMIBUDIERQUXIANTOURUCHUQIDEZIYUAN(JINQIAN、SHIJIANHEJINGLI)XIAOHAO,NEIMEQIYEYONGXUZENGZHANGDEYUANJINGJIUNENGSHIXIAN。

LIJIELEBA?ZHEIYESHIJINJINIANLAIFANGQIMENGTUIDUOYUANHUADEZHENSHIYUANYIN。

河北11选5YINWEIWULUNGETOUDAXIAO,MIANDUIBUQUEDINGDEDICHANXIABANCHANG,SUOYOURENDOUXIANGZHAODAOSHUYUZIJIDEDIERQUXIAN。

SUOYIWOMENKANDAO,ZHEIJINIANBUSHAOFANGQIBACHUJIAOSHENXIANGJIQIREN、NONGYE、QICHEDENGZHEIXIEHEFANGDICHANSIHAOZHANBUSHANGBIANDEXINGYE。

河北11选5DANSHI,WOMENZIXICHAIJIE“KUAYUESQUXIAN”DENEIHAN,KEYIFAXIAN,TADEZUIZHONGBENZHISHIYIZHONGZHANLVEDINGLI。

河北11选5ZAIDIYIQUXIANSHANGZUODAOJIZHI,WEIDIERQUXIANTIGONGGENGDUODEDANYAO;TONGSHI,DIERQUXIANBIXUYILAIBINGJIELIYUDIYIQUXIANSUOXINGCHENGDENENGLIFUSHEQUAN,RUGUODIERQUXIANDECHANYEYUDIYIQUXIANDECHANYEXIANGCHATAIYUAN,YUANYOUDIYIQUXIANDEJIYINGUOYUQIANGDA,HUIXIANZHIDIERQUXIANDECHENGGONG。

河北11选5JIANERYANZHI,JIUSHIXINGYEZHONGSHUODEJIANSHOUJIBENPAN,TONGSHIYAOXIANGGUANDUOYUANHUA,ERBUSHIMANWUBIANJIDEKUAJIEDUOYUANHUA。YINWEIYIGEREN、YIJIAQIYEDENENGLIQUANZONGSHIYOUXIANDE。

ERZHEIJIUSHIZHONGHAIDEXUANZE。

在中海年报的主席报告书中,我们看到了这样的描述:尽管房地产行业增速放缓,2019年全国商品房销售额仍接近人民币16万亿元,我们对中国楼市保持十多万亿的市场规模充满信心,保持战略定力,坚守主航道,坚持今天、明天、后天三个层次的战略业务结构,合理有序配置资源。

河北11选5RUGUONINENGDUDONGZHEIJUHUA,NEINIDUIZHONGHAIDELEJIEHUIZENGJIAJIFEN。

ZHEIJUHUADEHEXIN,QISHIJIUSHIJIANSHOUZHUHANGDAO,JIANCHIJINTIAN、MINGTIAN、HOUTIANSANGECENGCIDEZHANLVE。

ZHEIGEZHANLVEYOUZHONGHAIDONGSHIJUZHUXIYANJIANGUOYU2019NIAN3YUEDIYICIDUIWAIGONGKAITICHU。

「今天」的主业是住宅开发,中海仍将90%的资源用于住宅开发,因为目前房地产行业最赚钱的还是住宅,周转快、利润也相对高一点。

「明天」的业务是商业资产管理,是未来可持续发展的生力军,也是房地产下半场持续增长的动力。这一板块,主要包括写字楼、购物中心、星级酒店、长租公寓、自由办公等投资开发。

河北11选5NIANBAOXIANSHI,ZHONGHAIJITUANXILIEGONGSICHIYOUYUNYINGJIAJIXIEZILOU45DONG、GOUWUZHONGXIN13JIA、XINGJIJIUDIAN12JIA、ZHANGZUGONGYU2JIA、ZIYOUBANGONGXIANGMU12GE,SHIGUONEIZUIDADEDANYIYEQUANXIEZILOUFAZHANYUNYINGSHANG。

ZHEIYIBANKUAI,ZHONGHAIMEINIANTOURU8%DEZIYUANYONGYUSHANGYE。JINNIAN,ZHONGHAISHANGYEDEWUYEDESHOURUDADAOLE41.6YIYUAN。GENJUZHONGHAINIANBAODEXINXI,3NIANHOU,ZHONGHAISHANGYEDESHOURUYUJIYAOCHAOGUO100YI。

「后天」的业务是中海的创新业务,聚焦教育、养老、物流、文化等产业,每年投入2%资源探索、创新。

河北11选5ZHEIXIEYEWUSHUYUPEIYUXING,JISHIWEIGONGSIZHANGQIKECHIXUFAZHANTANSUO、PEIYUXINDEZENGZHANGDIAN,TONGSHISHIDUIMUQIANZHUZHAICHANYECHANSHENGXIETONGXING,GENGHAODIWEIZHUZHAICHANYEFUWU。

SHISHISHANG,ZHENGSHIDUIHEXINZHANLVEDEJIANSHOU,YOULIDEBAOZHENGLEZHONGHAIZHEIMEDUONIANLAICHIXUWENDINGDEFAZHAN,YEJILEZIBENSHICHANGDUIGONGSIWENJIANZENGGONGDEYUQI。

河北11选5WOMENKEYIKANDAO,JINJINIANLAI,DANGZHONGDUOFANGQIHUAFEILEZHONGJINQUCHANGSHIDUOYUANHUASHI,ZHONGHAIBINGMEIYOULANGFEITAIDUOZIDANLAIDUOYUANHUA、QUKUAJIE,ERSHISHIZHONGJIANCHI“JINTIAN、MINGTIAN、HOUTIAN”DEFAZHANZHANLVE。

ZHEIYANGDELUJING,XIANRANGENGFUHEFANGDICHANXINGYEZHUANXINGSHENGJIDENENGLIQUAN,BUHUASHAO,GENGWUSHI,GENGZHIDEXINLAI。

ZHEIKENENGJIUSHIZHONGHAIGUZILIDEWENJIAN。

地产下半场,中海的优势在哪里?

DAZHANGKAOSHA?

DAANSHIDEYOUBENQIAN。

MIANDUIBUQUEDINGDEDICHANXIABANCHANG,ZHONGHAIDEBENQIANYOUZAINALI?

QISHI,NIANBAOLIYIJILEMINGQUEDEDAAN。

 

1、财务稳健、资金充裕

YOUZHIDECAIWUJIEGOU、PANGDADEXIANJINCHUBEI、LIANGHAODEGUOJIXINYONGPINGJIJIJIDIDERONGZICHENGBEN。

DUIYUZHEIYIDIAN,SHANGMIANYIJIDAJIAXIANGXISHUOLE,JIUBUZAIZHUISHU。

DAJIAJIZHUYIDIANJIUHAO,YINWEICAIWUJIEGOUHAO、FUZHAILVDI,GUOJIXINYONGPINGJIGAO,ZHEIJIUWEIZHONGHAIWEILAIDEKUOZHANGLIUXIALEJIDADETENGNUOKONGJIAN。

HAIYOUYANGQISHENFENJIACHI,ZHONGHAIDEZIBENSHILIGENGYOUSHENGSUAN。

 

2、专注一二线城市的布局

河北11选5GUANYUBUJUZHEIYIDIAN,QISHISHANGMIANYESHUOLEBUSHAO,ZHEILIZAIDUOSHUOJIJU。

河北11选5GENJUZHONGHAIDEGONGGAO,2019NIAN, ZHONGHAIZAIZHONGGUONEIDI25GECHENGSHIHEXIANGGANGHEGONGXINZENG53FUTUDI,QUANYIMIANJI1097WANPINGFANGMI,QUANYIGOUDIJINE1134YIYUAN。ZHEIGENADIJINE,WEILIEXINGYEDISI。

河北11选5ZAIQIANYIJIFANGQIZHONG,ZHONGHAIBUDECHENGSHISHULIANGZUISHAO,ZONGJIBUDAO80GECHENGSHI。

ZHONGHAIDICHANZISHENZHIYOUYUE40GECHENGSHI,QUANBUZAIYIERXIAN,HAIYOUXIANGGANG、AOMEN。ZHONGHAITIXINEIDEZHONGHAIHONGYANGQIXIAYOU30GECHENGSHIZUOYOU,ZHUYAOSHISANXIANCHENGSHI。

ZHEIJIUSHIBENQIAN。BIJING,WEILAIDELOUSHI,DEYIERXIANZHEDETIANXIA。

 

3、精细化管理

河北11选5DUIYUZHEIYIDIAN,WAIJIEZHIDAODESHENSHAO,DUOSHUOJIJU。ZHONGHAIDEJINGXIHUAGUANLIDEFANGXIANGSHIXINXIHUA、SHUZIHUAGUANLI。ZHEIYIDIAN,ZHONGHAIYELINGPAOXINGYE。

ZAIZHONGHAINIANBAODEZHUXIBAOGAOSHUZHONG,WOZHAODAOLEZHEIYANGJIJUHUA:

“我们相信,长期持续稳健增长建基于更加精细化的管理。”

SHIYINGXINXIHUAYUNSHIDAIQUDONGQIYEGUANLIBIANGEDEQUSHI,BENJITUANGOUJIANLEYINLINGXINGYEDEFANGDICHANKAIFAQUANSHENGMING“ZHOUQISHUZIHUAGUANKONGPINGTAI,ZIZHUYANFABINGYINGYONGLEHANGAICHENGSHITOUZIDITU、XIANGMUQUANJINGJIHUA、SANJIKECHU、GONGXIAOCUN、DANXINGCHENGBENSHIPEI、SHEJIBIAOZHUNHUAKESHIXITONG、ZHIHUIGONGDIDENG65GEXINXIHUAXITONG。”

JUSHUO,DANSHISHANGMIANTIDAODE65GEXINXIHUAXITONG,ZHONGHAIJIUTOURULESHUYIZIJIN。

DUIZHONGHAIERYAN,ZHEIZHONGXUANZESHIJIYURUJINHULIANWANGGAIBIANLEXINXILIUDONGDEFANGSHI,DALIANGSHUJUDEJICHENGYUSHUNSHIJIAGONG,JINERGAIBIANLEQIYEYUNYINGDEMOSHIHEDUIXIAOLVDEDINGYI,SHIQIYEDEFANGFANGMIANMIANGUANLIXINGWEI、GUANLICHENGXIAOJIHUDOUKEYILIANGHUA。

SHUZIHUA、XINXIHUAGUANLIDUIQIYEGUANLIXIAOLVDETISHENG,ZHIYIXINGNAN,QIANCHANGZHEZHIDEQIYESHIJUEDADUOSHU,ZHONGHAISHIXIANGDAOLE、KANDAOLE、YEZUODAOLE。

 

4、工科中海的产品力

ZAIDICHANXINGYE,YOUGONGKEZHONGHAIDEKOUBEI,SHISHUOZHONGHAIZUOWEIZHONGGUOJIANZHUQIXIAFANGDICHANQIYE,QICHANPINKAIFA、JIANZAOYOUZHEYOULIANGDEJIYIN。

ZHONGHAICHANPINDEPINZHI,KENENGBUSHIZUIHAODE,DANQICHANPINKOUBEIZAIXINGYEYESHISHUYISHUERDE。

河北11选5WOZHUYIDAO,ZAIZHONGHAINIANBAODEZHUXIBAOSHUZHONG,YOUZHEIYANGLIANGMINGHUA:ZAI40DUOJIATONGXINGQIYEZHONGTUOYINGERCHU,CANYU《ZHIHUISHEQUJIANSHEGUIFAN》、《ZHIHUIJIANZHUSHEJIBIAOZHUN》LIANGXIANGGUOJIABIAOZHUNBIANZHI。JIEHEBENJITUANZAIXIANGGANGHENEIDIDALIANGGONGYEHUAZHUZHAIKAIFAJIANZAOJINGYAN,ZHENGZAIJIAKUAIZHENGTICHUWEIGONGYEHUAZHIZAOYANFA,JIAKUAIZHUANHUAWEIBENJITUANDECHANPINYOUSHI。

一流企业做标准,在智能化成为房地产行业时髦的卖点,中海成为行业标准的参与者。

ZHENGTICHUWEIDEGONGYEHUAZHIZAO,ZHEIJUEDUISHIYIGEYINLINGXINGYESHENGJIDEFANGXIANG。

YEJIUSHICHUFANG、WEISHENGJIANZAIGONGCHANGLISHENGCHANZHIZAO,ZHIJIEZAIZHUZHAILOUTILIANZHUANG。ZHEILIANGGEKONGJIAN,SHIJUZHUTIYANZUIJIZHONGDETUCAODIAN,YESHIZHUANGXIUFANGZIZUITOUTENGDE。

河北11选5ZHONGHAIFACHULEYAOYINLINGZHEIYIBIANGEDEXINHAO,ZHIDEQIDAI。

SHUNBIANHUIDAYIXIA,ZHONGHAIPINGSHENME?

ZHONGHAIJITUANQIXIAYOUYIJIAGONGSI,ZHONGHAIHAILONG,SHIGUOJIAGAOXINJISHUQIYE,GUOJIAZHUZHAICHANYEHUAJIDI。

XIANGGUANXINWEN