花樣年(01777.HK):上半年全國各項目交付近6,000戶 不能輕易打折甩賣
花樣年控股(01777.HK)上半年全國各項目交付近6,000戶。公司執行董事朱國剛出席論壇時表示,目前出現的行業流動性危機,是國家對行業的定位在調整,即便是經濟支柱行業,但是現在金融屬性太強,社會對行業的看法在改變,老百姓對行業需求也產生了改變,所以需要去理解和接受現狀。
他提出「割肉清倉要不得,壯士斷腕要不得」,指出在企業出險、遇到巨大壓力的時候,很多人勸說價格不要太糾結、一把打折賣掉回現金流、先活下去才有未來,但他認為是不對的,因為現在是行業性系統性出險,不是單點的困難,即使把雙手雙腳砍掉也許依然解決不了問題,所以一定要謹慎,堅持本來應該要做的事情。
對於花樣年的社會責任,他認為房地產行業的金融屬性在下降,但是不會消失,而很多老百姓可能超過一半的財富都在該行業中,公司的社會責任在於不能輕易打折、降價、甩賣,是為自己守護,也是為所有業主、為社會守住資產;公司要資產,不要建築垃圾;必需要捍衛交付,謹防行業二次探底。
其中,他指公司交付是基本的良知,最近出現的停貸風波值得全行業警惕。公司目標所有項目100%交付,現在做到92%還不夠,要再努力。另認為交付是產業鏈上每一位的責任。
他稱,「去偽存真,結實永續」,是花樣年創始人提出的對半年度工作的總結,也是企業生存與發展的方向。去六「偽」包括去掉假數字;去掉拋大的業績;去掉不真實的敬業;去掉沒有效能的工作;去掉不真實的心臟,去玻璃心;去掉沒有真實的能力,去掉乙方,回歸真實能力。
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