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孙宏斌的乐视新棋局:地产业务何去何从
2017-08-25 07:31:23 中国经济网
而在孙宏斌的乐视新棋局中,乐视留存的地产板块,尤其是世茂工三项目显然并非战略支点。
新乐视+地产的N种猜想
几乎所有人都记得,2017年1月,孙宏斌和他的融创中国闯入互联网界,以拯救乐视的身份成为乐视网第二大股东。当时孙宏斌承认:“在房地产和互联网的结合上还没有想好怎么做。”
对于和乐视未来的合作,孙宏斌也仅仅在1月16日参加中金公司投资人会议上表示,融创将利用自身房地产业务与乐视相结合,开发特色小镇项目。业内认为,当时的孙宏斌大概心无旁骛,只想一心一意干房地产行业,深度介入乐视地产版图。
在地产生态项目上降低成本或许是融创当时投资乐视的重要原因之一。但从目前情况来看,孙宏斌蓝图中的“新乐视”是以家庭互联网娱乐为主。虽然分属两个不同行业,但在打造家庭消费内容与客户群体的定位上,乐视与融创似乎颇具战略匹配度。
“仅帮着卖电视只是举手之劳,如果融创社区都安上乐视大屏就好了。”在柳华芳看来,智能家居、智能社区都是孙宏斌有可能将乐视与地产结合的领域。
此外,特色小镇和乐视娱乐生态城也是乐视与地产结合的另一种猜想。融创入股乐视后,乐视在上海的房地产项目由融创接盘。孙宏斌也曾表示,愿同乐视共建浙江德清莫干山汽车小镇。除了公开可考的土地储备外,乐视还宣布与地方政府达成战略合作,备受关注的是天津蓟县乐视生态城项目。
在种种可能的乐视+融创地产融合棋局下,类似世茂工三项目的商业地产也同样显得失焦。而随着世茂工三盘活和卖身的悬而未决,留给孙宏斌的腾挪空间也有限。
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