Renovation of the Old City of Xinji Village in Panyu and Its Secret of Soil Storage

Original title: Invisible Landlord Co-creates Exhibition of Old Renovation of Xinji Village in Panyu and Its Soil Storage Secrets

On September 16, Hesheng, once one of the "Five Tigers of South China", won the old renovation of Xinji Village in Panyu, Guangzhou, which is the second old renovation project that Hesheng won this year.

In recent years, time-honored brands have become a battleground for many enterprises in South China. As an "invisible landlord", Hesheng Chuangzhan has already begun to plan its layout.

At the promotion meeting of "Three Old Provinces" held on 20 18, Hesheng revealed that there may be more than 10 urban renewal projects in Guangzhou, including Haizhu Qianjin Project, Haizhu District Recreation, Lujiang Village, Panyu Xinji Village and Yuangang. The land reserve is rich.

However, for a long time, the abundant land reserve has not been directly reflected, and the sales of Hesheng Chuangzhan have remained at around10 billion all the year round, which is far behind by the "Country Garden" with high turnover and high leverage next door.

However, in 20 19, Hesheng resumed land acquisition in the open market, took over the new city project, and the sales entered the fast lane, which seemed to indicate that Hesheng, which is known as "slow", would begin to "change speed" to scale.

Change the old one to the next city.

For this day, Hesheng has been waiting for more than 20 years to hold an exhibition.

On September 16, the villagers' congress of Xinji Village, Panyu District, Guangzhou voted that Hesheng Chuangzhan officially became a cooperative enterprise for the old renovation of Xinji Village in Panyu, with a total investment of 2.9 billion yuan and a total land area of 24.7 1 hectare.

It is reported that as early as 20 years ago, the Zhu family (Pearl River Investment, Chuangzhan) had been involved in the development of South China New Town in Xinji Village. What's more, 70. 156 hectares of collective land in Xinji Village had been expropriated from 1998.

According to the new media of Viewpoint Real Estate, Xinji Village is located in Nancun Town, Panyu, east to Chenbian Village, south to Yuangang Village, west to South China New Town, north to Sanzhi Xiangshui Road, adjacent to Yuangang Station of Metro, and west to South China New Town, the most important market of Heshengchuang Exhibition in Guangzhou. The old building covers a total area of 24.7 1 hectare, including villagers' houses 13. 18 hectares, village collectives 3.87 hectares, agricultural land of 30,400 square meters, and village retention 1. 18 hectares.

According to the plan, Xinji Village will have four 32-storey houses and five 19-20-storey houses, a primary school with 24 classes and a kindergarten with 10 classes, a public parking lot with 99 cars and a residents' fitness center in the future.

It is worth noting that on the 8th and 7th, Guangzhou Municipal Bureau of Planning and Natural Resources passed the regulatory detailed planning review of plots BA0702, BA0703 and BA0704 in Panyu District.

According to the plan, the surrounding areas will be optimized and upgraded by relying on the renovation of four old villages, including Guantang Village, Yuangang Village, Xinji Village and Chenbian Village, the expansion of the Provincial Maternal and Child Health Hospital, and the renovation of Haiyun Temple, so as to create an "international innovation city industrial extension area and high-quality residential and living service area".

Guangzhou old reform market is surging. In the eyes of enterprises, every old reform is a "mine". Entering 20 19, and Shengchuang Exhibition successively won two old renovation projects.

2065438+April 2009, Hesheng and Fenghe Economic Union of Haizhu District, Guangzhou signed the Agreement of Intention for the Reconstruction of Old Villages in Lujiang Village and Lekang Village.

Le Kang Village and Lujiang Village of Fenghe Associated Press are located in Fengyang Street of Haizhu, covering an area of about1097400 square meters, which is the second largest reconstruction area in Haizhu old reconstruction project, after Li Jiao Village.

Hesheng is an old-fashioned big house in Guangzhou. According to the data, at the provincial three old promotion meeting held in 20 18, Hesheng revealed that there are currently more than 10 urban renewal projects in Guangzhou, including Haizhu Qianjin Project, Haizhu District Recreation, Lujiang Village, Panyu Xinji Village and Yuangang. The land reserve is rich.

At the same time, Hesheng also acquired a lot of land in Guangzhou in the early days. Yan Jiarui, deputy general manager of Hesheng Residential Division, said in an exclusive interview with Viewpoint Real Estate New Media that Hesheng has a large number of first-level development projects in Guangdong-Hong Kong-Macao Greater Bay Area, which can support the company's development needs for a period of time from secondary land reserve or future first-level development to secondary development.

According to the data disclosed in the semi-annual report, as of the first half of the year, the land reserve of Hesheng Chuangzhan was 29.4 million square meters. Among them, Guangzhou area is 76 1 10,000 square meters, Huizhou area is 7 million square meters, Beijing area is 5.23 million square meters, Tianjin area is 5.42 million square meters, Shanghai area is 4 1.2 million square meters, and Ningbo area is 20,000 square meters.

Fast and slow variation of synbiotics

Hesheng Chuangzhan is a company with great personality, vaguely with the habit of Hong Kong capital.

Real estate developers in Hong Kong have always disliked making money by scale. They prefer to make money by jet lag, and Hesheng also puts profits and cash flow in a very important position.

Viewpoint Real Estate New Media has learned that in Guangzhou market alone, there are many projects including Jing Jun Garden, Pearl River Dijing and Dijing Mountain Villa, whose development cycle exceeds 10 years, and there are still a lot of land to be developed.

This way of "high premium and slow turnover" can enable Hesheng to maximize the benefits brought by land appreciation and improve income and profit performance. In the first half of 20 19, Hesheng's gross profit margin increased from 48% in the same period last year to 52%, and its core profit increased by 74.4% year-on-year to15.47 million Hong Kong dollars.

Even Wang Shi once lamented: "The cost of doing real estate in Guangdong is hard to compare with Zhu Mengyi."

Success is Xiao He, failure is me. In this way, Hesheng Chuangzhan missed the period of rapid development of real estate and gradually fell behind.

Looking at the sales situation of Hesheng in the past ten years, after the sales reached the highest record of 654.38+0.5 billion yuan in 2009, Hesheng's sales performance has been poor. From 20 10 to 20 17, only1/billion, 9.9 billion,1/600 million, 1 1 200 million, 53.

However, at 20 19, the synbiotics seem to be accelerating. In terms of land acquisition, they have appeared in the bidding, auction and auction market one after another, seizing plots such as Jiangmen and Guangzhou, and taking over a project in Hangzhou, a new city. It is worth noting that Hesheng and Zhonghai even reached the final round in the auction of the total land king in Beijing during the year.

In terms of sales, as of the first eight months, Hesheng had achieved contract sales of 1, 336,5438+0 billion yuan, up 34.3% year-on-year; The contracted sales area is about 6,543,800 square meters.

It seems that Hesheng is going to "change speed" into a scale. "Hesheng's sales are inconsistent with the scale of land reserve." Yan Jiarui previously revealed that Hesheng began to accelerate the pace of development and supply from 20 17, which is also the reason for the increase in sales in recent years.

"We don't rule out adding leverage, just to what extent. This depends on whether you can meet a project suitable for investment. If you encounter a good project or a city we recognize, you will definitely invest. "

He said that Hesheng has been actively looking for high-quality projects, and there may be many ways to acquire land, including bidding, auction, cooperation, mergers and acquisitions, and demarcation of industrial land. In the future, it may even try to intervene in the project development process through joint transactions and small share control.

Hesheng may have felt the crisis of backward scale. It is said that Zhu Mengyi has set a small target for Hesheng: the annual sales in 20 19 will be 40 billion, and in 2020 it will be 80 billion, with an annual growth rate of 30-50%.