鬱亮:萬科(02202.HK)轉型難免會經歷一些高低起伏 有信心能穿越週期
內媒報道,萬科(02202.HK)董事會主席鬱亮在股東大會上表示,過去三年對行業的每個從業者來說都是百感交集,並非只有萬科不容易,但他對未來有信心,萬科將堅定開發經營服務並重戰略,相信道路是曲折,前途是光明,錨定方向,有信心萬科能夠穿越週期。
他透露,過去三年是着手解決舊模式問題的三年,也是探索新模式、尋找新出路的三年。目前萬科已取得一些進展,如投資質量的提高、產品能力整體性的提升,持有經營性物業能力也在提高,開發和經營服務協同的強化,公司資債結構的優化,抵禦風險的能力進一步加強等等。
對於未來的行業機會,他認爲消費者需求更新疊代的速度快,市場不會飽和。過去的手機,現在的汽車,都是在行業完全成熟後不斷長出新的分支,並且逐步取代了原來的主幹,房地產也會經歷相關過程。發展商提供的產品服務如果能夠真正提升人們的居住生活品質,還是會非常有吸引力。但要抓住新的生意機會,就要真正建立起全場景的綜合競爭力,不能像傳統模式下一味靠拿地和融資,否則就會出現買得愈多錯得愈多,融資愈多其實愈不安全。
鬱亮表示,萬科會持續聚焦三件事情,包括提高開發業務的管理水平;經營、服務業務已經完成0到1、1到10,通過商業邏輯檢驗,以及可複製性的驗證,接下來要擴大競爭優勢,爭取更大的發展空間和更好的回報水平,不斷培育優質資產;堅守財務穩健,保持行業領先的信用水平。但他指脫胎換骨仍需較長時間,因爲舊模式下的問題消化起來,需要的時間比預想要更長,還在對報表產生影響,同時,萬科的轉型難免會經歷一些高低起伏,經營服務類業務收入表現要佔到主流也存在一定困難。(jl/k)
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