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万科正介入多家公司混改 郁亮称只投钱意义不大

2017-08-29 09:12:38   中国经济网

接任万科董事长不到2个月,郁亮迎来了其主政下的第一份财报。与王石当初给万科做减法相反,在行业处于变革期的当下,郁亮正在让万科大踏步地向多元化发展。

而这一点也体现在了上半年的财务数据上。2017年前6个月,万科实现房地产收入655亿元,同比减少9.6%;物业服务收入30亿元,同比增加69.9%;其他业务收入12.9亿元,同比大增136%。

对此,郁亮明确表示,房地产开发和物业管理,仍是万科的核心业务,在公司未来十年的整个版图仍占据最重要的位置,“其他业务我们不用计划来管理,宁愿用跑马的方式确定谁能够领先出来,领先出来之后培养壮大”。

值得注意的是,在谈及其他业务时,郁亮还透露称,万科已经受到部分企业邀请,参与他们的混改,公司对此则持开放的态度。

此外,谈及接任后的感受,郁亮坦言,“压力肯定是有的,毕竟以前有把伞在上面,现在则要直面风雨”。

发力创新业务

《证券日报》记者注意到,在万科于深圳和香港的两场业绩推介会上,无论是在管理层汇报,还是媒体的问答环节,关于创新业务的内容都占据了会议的一半时间。

实际上,给万科重新做加法,也是郁亮时代,万科在发展战略上最大的变化。

从试水商业地产,到上海区域的“热带雨林”计划、北京区域的“6+X”计划、广深区域的“八爪鱼”计划,当下的万科正加速推进自身角色的转变,即从一家传统的房地产开发企业,变身为“城市配套服务商”。

而在郁亮的规划中,已经把万科的业务归纳为五个类型。其中第一个便是包括房地产开发和物业管理的核心业务。并且,郁亮认为核心业务还有很大的发展空间,“今年上半年以来前十大发展商的市场份额占到了26%,跟过去比起来增长很大。任何夕阳行业也有做得好的企业,任何朝阳行业也有做得差的企业,只要一个企业兢兢业业、勤勤恳恳地把活干好,发展机会永远是存在的”。

显然,未来10年甚至是更长的时间,房地产开发和物业管理都将是万科发展的根基。

不过,郁亮此前也曾明确指出,万科业务转型设立的目标是“传统住宅销售业务占比一半左右,另一半市场来自新业务”。

而按照目前的营收占比,万科创新业务未来的增长空间将是巨大的。

据悉,除核心业务外,万科第二个业务类型是优势业务。“这个业务有两块。一块是商业,印力做商业开发运营,我们希望未来能做到行业数一数二;另外一块是物流仓储,我们本身在全国处于大概第4位—第5位,未来如能跟普洛斯合作,我们的目标应该是全球第一,而不只是中国第一。两个业务都已经完成从0到1、从1到10的过程,正在从10到100,扩大发展。”郁亮称。

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