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绿城中国负债1600亿 快周转“轻骑兵”陷质量泥淖

2017-09-13 07:11:31   中国经济网

中国经济网北京9月13日讯(记者 郭晓伟) 上月底,绿城中国(03900,下称绿城)发布了半年报。

数据显示,绿城上半年总合同销售595亿,较去年同期增长31.1%;股东应占利润12.29亿,较去年同期增长103.5%。新增12宗地块,总建筑面积约295万平方米,总土地款约245亿,预计新增可销售金额589亿。

营收和净利润数据大幅增长的同时,绿城的负债水平也有所上升。

流动负债方面,较年初数据相比,除了新增2.59亿应付股息外,银行及其他借款也上升了约80亿;流动负债总额达到1130亿,较期初增加了251亿。非流动负债中,公司债务工具由年初的69亿上涨至144亿,非流动负债总额上涨至466亿。

整体来看,截至今年上半年,绿城总负债1596亿。

营收和净利数据的增长,和绿城策略的改变密不可分。

在2016年年报中,绿城提出,以“快周转”为导向,开发“短平快”项目,新拓展项目力争做到不沉淀资产、零库存。

接受媒体采访时,绿城新闻发言人表示,加快项目的周转效率,是绿城管理持续改进的方向,是绿城长期战略的必要组成。快周转和高品质并不是必然矛盾的:首先,“慢”不一定就能带来高品质;其次,快周转体现的是对管理程序的改进和外部资源组织效率的改进,减少不必要的资金占用期。

该新闻发言人还直言,绿城从未考虑过通过产品降标来提升周转效率,绿城定义的周转效率提升是通过管理改进实现的,而不是降低必要环节的工作标准。

半年报业绩说明会上,绿城执行董事、行政总裁曹舟南透露,绿城正在寻求由“开发商”向“服务商”转型。言下之意,绿城意欲打造重资产行业的一支轻骑兵。曹舟南还重申质量的重要性,“抛开有质量的增长而一味追求规模是很危险的。”

绿城,一度是高质量楼盘的代名词,董事会联席主席宋卫平对施工细节的追求,也为绿城积累了较好的口碑。

不过,今年以来,除了轰动一时的杭州保姆纵火案外,绿城多个楼盘和物管都被曝存在质量问题。

5月份,合肥的豪宅项目绿城玫瑰园业主质疑小区存在绿化面积严重缩水。据报道,这并非该小区业主首次维权。早在2013年7月,该项目就因私自更改小区规划增加户数引起业主维权,最终绿城集团对业主道歉,并停止改规划。

7月份,据报道,浙江绍兴越城区绿城金昌百合花园近百名业主家中玻璃发生爆裂,而开发商则以“质保期已过”为由拒绝维修。该小区由绿城房产和金昌房产联合开发,物业管理公司为绿城物管。绿城房产的相关负责人透露,开发该小区成立的公司已处于资产清算阶段。

8月份,杭州市卫计所对全市362家游泳场所进行卫生监督检查,有25家游泳场所水质检测不合格。绿城物业所属的三家小区游泳池上榜,分别出现了细菌总数超标、余氯不合格等问题。

9月11日,青岛绿地理想城业主投诉称,新装修好的房子存在多次裂纹;报修后,在维修的过程中产生了二次伤害。经过多次协商后,青岛绿城方面均未给出合理解决方案。

上市公司方面,9月5日晚间,绿城发布前8个月销售数据。今年前8个月,绿城合约销售额减少逾2%,降至593亿元;合约销售面积减少近15%。另外,8月份的销售额减少约27%,降至70多亿元;销售面积减少33%。9月6日,绿城股价下挫,收9.25港元,跌幅2.32%。

昨日收市,绿城平收9.59港元。

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