High-profile Land Grab China Resources Land Focus Return to Beijing

As expected, Beijing Fengtai Hu Axiang Big Mac plot finally fell into the hands of central enterprises with a total price of 8.625 billion yuan yesterday. The winning bidders, China Resources, Shoukai and Ping An, are regarded as a perfect combination, which is the third land storage that China Resources has harvested in Beijing in three days. At the beginning of the new year, Beijing increased its land reserve on a large scale. Insiders of China Resources admit that this is only the beginning of returning to the Beijing market. 20 12 participated in the old reform in Shenzhen, and after the business center moved south, China resources real estate finally returned to Beijing.

Three days and three places

Before the Fengtai Hu Axiang plot, China Resources acquired two other plots in Beijing in the form of a consortium on the 5th of this month.

According to Yan Yuejin, a researcher at Shanghai Yiju Real Estate Research Institute, the advantage of the consortium in acquiring land is self-evident. Take yesterday's Fengtai Hu Axiang plot as an example. China Resources, Shoukai and Ping An jointly acquired land, which can be said to have their own division of labor: as the plot involves ordinary commercial housing, price-limited housing and self-occupied commercial housing, another consortium, Shoukai, as a local state-owned enterprise in Beijing, can undertake policy housing construction.

As for Ping An, we can increase assistance at the financing level to reflect the particularity of project development with the operation of funds. Moreover, from the current strategic transformation of Ping An Group, in order to cooperate with the implementation of its real estate Internet strategy, the investment in the real estate field is increasing. An insider of Ping An Real Estate also revealed that Ping An will participate in these plots in the name of a consortium as an investor and will not send personnel to trade.

Joining hands with the above two companies, China Resources only needs to implant its own property brand advantage as a central enterprise, rich trading experience and superior resource integration ability.

Return to Beijing

Chen Baocun, president of the Real Estate Branch of the Asia-Pacific Urban Research Association, said that the Baipenyao Village plot with a total price of 8.625 billion yuan and a building control scale of nearly 420,000 square meters is relatively more sustainable and will be developed by developers such as China Resources for at least 5 years or longer. After meeting the needs of developers to recover costs, there should be a certain development surplus to help enterprises increase profits.

"Returning to the front line is already the same choice for brand housing enterprises. At present, among the four first-tier cities in Guangzhou, Guangzhou and Shenzhen, the layout of China Resources in Guangzhou and Shenzhen is the smoothest, thanks to the old reform experiment of China Resources. In Shanghai, the cooperation between China Resources Land and Shanghai Greenland is not pleasant. Therefore, in the opening of Beijing market, China Resources hopes to have independent business development rights. Through such a high-profile land acquisition method, while responding to government policies, it can also create a good foundation for China Resources to expand its business scale in the Beijing market, launch the first shot of 20 15 Beijing strategic expansion, and win a turnaround. " An industry insider said frankly.

In fact, although the base camp is in Beijing, the real estate business of China Resources has been transferred to the south since 20 12 with its deep participation in the old reform of Shenzhen. In Beijing, only Mentougou and Daxing took over the projects in the early years, as well as CBD projects that have been blacklisted for ten years. In recent two or three years, except Miyun tourism real estate, there is no new land reserve.

"In the past, many investment projects outside Beijing had unsatisfactory returns. China Resources sells well in Beijing, whether it is Oak Bay or Park Jiuli. It will concentrate its investment costs in major areas outside Beijing, especially in foreign areas where losses were obvious last year. Only when Beijing really can't get the land will it reinvest outside Beijing. " Some insiders of China Resources Group confirmed to beijing business today today the idea of China Resources returning to the Beijing market. He revealed that the established land acquisition standard for China Resources' return to Beijing this time is the consortium, which is quite in line with the law of China Resources' land acquisition in Beijing in the past three days. It is worth noting that the partners of the first two plots of China Resources have China Merchants, and Fu Yuning, an "airborne soldier", is the head of China Merchants.

Slightly involved in the old reform

In addition to Fu Yuning, the new chairman, and the immediate release of China Resources Real Estate's return to Beijing market, China Resources Real Estate's offline expansion of the old brand business was also thrown out again.

Beijing business today reporter today saw in China Resources Land official website that in June 5438+early February last year, Fu Yuning led a delegation to visit Beijing and called on relevant officials in Beijing, saying that he would actively participate in the transformation of the old city and the development of the new city in Beijing. Coincidentally, the Fengtai Hu Axiang plot acquired yesterday is an old plot. Although the transfer announcement clearly shows that the plot is "cultivated land" and China Resources is not required to carry out first-level development, it does not rule out that China Resources will cut into Beijing's urban development with old reforms in the future.

Chen Baocun also said that in the past two years, with the delineation of urban boundaries, the amount of new construction land will be "zero", and the old reform will inevitably become the main land source for new commercial housing in Beijing in the future. "In fact, it is not difficult to see from the data released by the Municipal Bureau of Land and Resources that although the total income from land transfer in Beijing increased last year, the land supply area was decreasing. To some extent, it can be seen that accelerating the old reform process has become an important task that Beijing must do to maintain its economic driving force in the next stage. " Chen Baocun said.