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融创孙宏斌:土储超2亿平米 暂缓拿地

2017-09-01 17:11:02   中国经济网

融创中国董事会主席孙宏斌在今天的中报业绩发布会上表示,考虑到公司拥有较高的土地储备,将暂缓拿地。包括一二级联动的土地储备在内,融创现有的土储已经有2亿平米,有了这个支撑,等到再重启拿地后,融创对土地的标准会大幅提升。

融创中国8月31日发布的2017年中报业绩显示,期内集团共实现营业收入133.3亿,同比增长26%,权益收入241.92亿,同比增长58.9%,毛利26.16亿,增长了86%,溢利16.14亿,同比大涨1469.7%,公司拥有人应占溢利13亿,同比大涨1683.4%。

截至8月25日,不计入万达13个文旅城项目,融创的总土地储备达1.01亿平米。其中2017年上半年新增2553万平米,如果将7月份收购的13个万达文旅项目约5000万平米,以及一二线联动的4300万平米的资源计算在内,融创土地储备已经超过2亿平米,位列行业前三。

手握大量优质土储,给了融创上调销售目标的底气。融创中国执行董事兼行政总裁汪孟德在业绩会现场宣布,将全年销售目标上调至在3000亿元,较年初制定的2100亿目标大幅上调43%。

其中,融创收并购所取得土地建筑面积远远超过了招拍挂所得,收并购占比达到97%,较30强25%的平均水平高出83个百分点。

宏观调控正在加剧房地产行业的竞争态势,进一步改变行业的格局。强者恒强,规模大的房企利用成本管控、盈利能力、融资渠道等多重优势,可以在竞争激烈的房地产行业更好地存活。

根据克而瑞的监测数据,截至7月底,融创今年共取得6844万平米土储,通过收并购方式即取得约6642万平米,平均收购成本仅1061元/平方米左右,其中收购的土地80%以上位于合肥、重庆、济南等核心二线城市,“可称得上是物美价廉,高效优化了企业的土储结构”。

融创在地产收并购领域的成绩引起同行的竞相模仿,2017年,随着住宅用地供应的减少和地价的居高不下,越来越多的房企转向通过收并购获取更多的土地储备。可以预见,未来房地产行业将在收并购的驱动下,产生显著的资产聚集效应,收购与兼并的应用将更为频繁。

中国的地产行业已进入“大鱼吃小鱼”的时代。目前全国约10万亿的销售规模中,行业前100名的市场份额为40%多。有专家预测,未来5-10年,前100名房企的市场份额将提升至70%-80%,行业的集中度将越来越高。

优质的土地储备,充足的可售货源,以及强劲的销售势头,融创2017年超额完成3000亿的销售目标值得期待,在2017年的中国房地产企业销售排行榜中的座次再度攀升将是大概率事件。

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