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首程控股(0697.HK)與綠城中國達成戰略合作意向,停車朋友圈再添“新巨頭”
格隆匯 11-04 08:29

就在剛剛,中國領先的停車資產管理公司首程控股發佈了一則自願公告。

據公告所示,首程控股有限公司(以下簡稱“首程控股”)與綠城中國控股有限公司及北京首鋼基金有限公司共同簽署戰略合作備忘錄,三方將圍繞首程控股的主業——停車資產經營管理和城市更新業務等多方面展開合作。

站在首程的角度出發,該公司擬通過多元的產品模式與綠城中國在存量及增量的停車資產管理方面開展長期合作,這將迅速擴大公司的儲備項目規模。

有市場分析人士指出,綠城中國旗下有眾多高品質停車資產,可令首程控股停車資產管理業務的拓展再次提速,並進一步豐富其建立起廣泛多元的業態佈局。公司目前已在機場等交通樞紐類、路側停車類及商辦停車等業態有了深層次的業態佈局,與綠城的戰略合作將有助於持續加強公司在高端住宅和高端商寫綜合體等停車資產領域的管理規模和管理能力。

另一方面,首程控股和綠城中國在停車資產經營管理的合作空間及潛力相當巨大。

首先,綠城品牌下擁有綠城中國、綠城服務、綠城管理服務三家上市公司,其已成功建立起對房地產全產業鏈、全方位多維度的戰略佈局。目前,綠城中國在長三角地區擁有突出的資源優勢,而首程控股未來發展將繼續聚焦在京津冀、大灣區、西南成渝地區和長三角等國內經濟發達及具備發展前景和活力的地區,雙方合作將加深公司在四大區域特別是長三角區域的業態佈局,形成停車經營在區位上的規模運營優勢。

其次,綠城中國一直以追求為用户提供高品質的服務為宗旨,此次與首程達成的戰略合作意向,高度代表着綠城對首程精益化運營能力的認可。同時,結合綠城中國在物業管理的增值服務等方面豐富的經驗與資源,雙方將共同為停車運營賦能,將停車場打造成為具有特色的城市生活節點。

最後,不得不提的一點是,中國市場仍存在大量新建停車位的機會,車位缺口巨大,當前我國停車市場存在萬億藍海,各地仍積極投建停車場,同時停車收費機制逐漸由政府管控向市場化定價過渡,行業爆發在即。

綠城在房地產投資開發和物業管理方面擁有豐富的經驗和設計理念,雙方擬達成的戰略合作將繼續優化首程提供一站式、全方位、多元交互的“投資+建設+運營”的閉環解決方案能力,也有助加速和推動公司將停車運營向智能化、數字化和平台化轉型和升級。

總體上來説,公司和綠城所達成的合作,對首程未來發展帶來不可忽視的積極意義,在加速完成停車資產的網絡佈局,並在中國四大經濟區域及重點城市進行全面覆蓋的同時,進一步拓寬公司觸及用户、賦能停車的生態優勢。有助於進一步務實公司作為中國停車資產經營管理領域的龍頭地位,成為車位管理規模達到100萬以上的世界級停車行業領軍企業。

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