萬科A(000002.SZ):探索租賃住宅行業微利可持續發展商業模式
據《中證網》報道,萬科A(000002.SZ)披露投資者活動關係記錄表,對中期業績會的內容進行披露。萬科A管理層指出,租賃住宅行業的健康發展需要社會和企業的共同努力,國家已從稅收、金融到土地方面給予許多優惠政策,未來公司將會繼續堅持做好該賽道。
在該賽道上,公司要探索微利可持續發展的商業模式,打磨好行業領先的資產運營隊伍,通過人力和資源相結合,獲取合理的、可持續的利潤。
在拿地方面,萬科A管理層指出,除了參與雙集中供地之外,項目併購和合作也是公司的拓展方式之一,公司通過三舊改造的方式進行合作(舊城、舊村、舊廠房的改造),城市微改造、微更新,像深圳的南頭古城、廣州的永慶坊等。另一種合作方式就是直接介入到不良資產包,建立和提升自己在不良資產方面的接包、解包能力。(ta/w) ~
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