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綠城管理(09979.HK)李軍:資方代建賽道足夠長、雪也很厚
格隆匯 03-23 12:11

3月23日,“代建龍頭”綠城管理控股(下稱“綠城管理”,09979.HK)召開2021年年度業績發佈會。報吿期內,公司實現營業收入2,243.2百萬元,同比漲幅達23.7%。談及展望,CEO李軍在業績發佈會上表示:房地產正向新發展模式轉型,綠城管理將堅定自己的戰略梳理,進一步完善【3+3】業務模式。其中,作為新的行業風口,資方代建備受市場關注。

在房地產去金融化過程中,涉房涉地的不良資產快速增長,處置需求處於上升趨勢。紓困項目往往需要資產重組、品牌煥新、團隊優化、供應鏈重整等多元服務,大部分金融機構“投融管退”模式遭遇挑戰。

憑藉強大的品牌效應、專業的開發團隊及供應鏈資源,綠城管理等專業開發管理服務商在不良資產處置過程中能夠充分發揮投前風控和投後管理職能,加快釋放項目流動性,通過保障交付化解社會矛盾,提振市場信心,變現不良資產,實現保值增值,達到經濟效益與社會效益的雙贏。

對於資方代建的發展,綠城管理也有自己清晰的佈局思路。李軍指出,“我們開始創新資方代建業務,是基於我們對趨勢的研判,對公司業務戰略方面的思考,我們認為資方代建是未來的方向,需要提前佔位,這個賽道足夠長、雪也很厚。”李軍同時表示,資方代建將會帶來巨大的業務增量空間,接下來綠城管理將密切關注金融政策的變化,緊跟政策,主動變革、探索實踐。公司也將做好資方代建的能力建設,包括專業的金融知識、人才儲備、決策機制、風控體系、信息化工具應用等,在開發過程中平衡風險和收益的關係。

作為行業領頭羊,綠城管理始終精準錨定市場需求,積極拓展業務範疇,開闢發展新路徑。隨着公司業務邊界的不斷拓展,其競爭能力和實力全面將得到持續提升,價值紅利也將進一步得到釋放。

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