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2065438+September 2008, when the real estate industry seemed to be thriving, Vanke began to shout the slogan of "live", which seemed inappropriate at that time, but it became a reality three years later.
However, since the shareholders' meeting in June this year, Yu Liang, chairman of Vanke's board of directors, changed his previous "worrying" style and conveyed confidence to the industry, saying that the market has bottomed out in a short time, but the recovery is still a slow and moderate process.
At the media exchange meeting of Zivanko Group on September 7th, Yu Liang explained the reasons for his style change.
Yu Liang said that Vanke's requirement for itself is not to be greedy when it is particularly good and not to be afraid when it is not good.
Not greedy means that ability is the most important, safety is more important than growth, and ability is more important than scale; Don't be afraid when the market is bad. The real estate market is a 10 trillion market. It is impossible to say that there is no market. If the market shrinks too much, there will naturally be a recovery momentum.
Yu Liang said that for many years, Vanke thought that the words "respect common sense and fear the market" were particularly important. Common sense is that there is no market that rises unilaterally, a market that is always highly leveraged is impossible, and there is no market that falls forever without a bottom.
There are high and low markets, so we should have awe. Yu Liang once again stressed that unfinished business is just a bad business. "For example, in the era of scale expansion, we are particularly good at expanding scale, especially at using leverage. Then when the market becomes no longer dependent on leverage, our ability to expand will be affected. "
Yu Liang takes Vanke Shenzhen Park as an example, one of which is located in the city center and the other in a relatively remote village. Since the outbreak, the rental rate has been affected and declined. It is worth noting that the relatively remote villages in the city recover quickly, while the villages in the city recover slowly. Why?
Because the former village in the city didn't have to go out to find customers, customers would come to you. The remote villages in the city have always taken the initiative to find customers and have the ability to find customers, so the customer occupancy rate can be quickly increased after the epidemic. "So what you used to be good at may change."
At this year's shareholders' meeting, Yu Liang said that any glimmer of light must go on. So, what is shimmer? At the media exchange meeting, Yu Liang explained that when he said "shimmer", he felt it and blurted out, "The main reason is too much pressure".
He said that when the industrial system was adjusted, the sky began to turn black, getting darker and darker, and it was even darker in the dead of night. However, after the darkness before dawn, it was dawn.
At present, many real estate enterprises mainly focus on financing, and Yu Liang visited 35 cities in the two months after this year's shareholders' meeting, with more than 100 projects. After visiting 35 cities, I found "twilight", and I saw a little twilight from the efforts of grassroots employees such as residential sales projects, commercial projects and logistics business.
When asked by the media what Vanke thinks is the most important thing, Yu Liang said, "Today, I think light is more important than money. Common sense tells us that for us workers, the most important thing is to have a good craft, make good dishes, cups, houses and services.
A good cook is sure to survive. No matter how hard it is, you can't lose your skill. If we leave our skills behind, we really have no chance, because society doesn't need you. "