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聚焦城镇化红利 上半年碧桂园销售同比增131%

2017-08-25 10:06:24   中国经济网

城镇化发展过程中,大量的人口和购房需求跟随轨道交通外溢到一二线周边城市,带来大量的购房需求。碧桂园聚焦城镇化发展,提前布局一线城市以及强二线城市周边区域,以超前的战略眼光提前锁定城市群发展红利,带来更高的产品溢价能力。践行一二线城市做利润,三四线城市做规模的战略,在政策调控下实现规模和利润的双丰收。

国际大行机构看好碧桂园的发展前景,纷纷给予“买入”评级。德银发布研报,预料碧桂园销售表现将持续增强,维持“买入”评级,摩通重申“增持”碧桂园;野村发布研报预计碧桂园2019年财年收入料近4000亿元,因此升目标价至11.50港元,评级“买入”。

2017年目标为5000亿

在目前行业集中度快速提升的大背景下,规模增长成为房企竞争制胜的关键。碧桂园从2013年开始显示出强大的增长潜力,三次实现业绩的翻倍增长,最终登顶行业“霸主”。

为保持规模发展优势,碧桂园总裁及执行董事莫斌在业绩会上宣布将2017年全年的销售目标调高至5000亿元,并表示有信心完成全年销售目标,如果下半年做得更好,也不排除销售金额会超过5000亿元。

按照房地产行业每年大概10万亿元销售规模计算,5000亿元业绩在行业占比达到5%,较去年碧桂园3%左右的占比进一步提升。

5000亿元销售规模为行业第一,却仍被外界认为保守目标,在外界看来,碧桂园可以做的更好。莫斌表示,5000亿元销售目标的制定是综合考虑了国家宏观调控政策和碧桂园自身的发展节奏。

在莫斌看来,5000亿元并不是一个简单的数字,碧桂园不是追求行业第一,追求的是有质量的发展。

年初碧桂园集团董事局主席杨国强在业绩会上曾表示,对于行业第一,碧桂园并没有想要超越谁,以万科等优秀企业为学习模范,希望能够通过努力超越自己。

从1000亿元到3000亿元,再到踏上5000亿元发展征途,未来碧桂园将朝着更高的目标迈进,碧桂园走上了一条不断挑战和超越自己的道路。

完成5000亿元规模,碧桂园有强大的土地储备支撑。数据显示,下半年碧桂园可售货量达到3612亿元。距离5000亿元,碧桂园下半年需要完成2111亿元销售金额,可售货量去化率为58%左右即可完成,对于碧桂园而言,压力不大。

同时,碧桂园在不断的开拓新的土地资源,莫斌表示,基于全年5000亿元的销售目标,碧桂园全年的拿地预算为2200亿元。

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