綠城管理郭佳峯：逆勢領跑彰顯擔當，詳解政策回暖與結構性復甦機遇
3月31日，綠城管理(09979.HK)召開2024年度業績發佈會。董事會聯席主席兼非執行董事郭佳峯，執行董事、行政總裁王俊峯，執行董事聶煥新，副總裁程敏等管理層出席業績會。
過去一年，房地產行業仍處於弱勢整理階段，代建同樣面臨規模增長放緩、業績承壓等考驗。在此背景下，綠城管理通過全面深化戰略改革、堅守品質底線，在逆勢中實現經營基本盤穩固、現金流健康，全年新拓代建面積3649萬平方米，不良資產紓困成效顯著，彰顯龍頭責任擔當，助力市場信心修復。
展望2025年，郭佳峯主席在會上指出，儘管房地產行業仍將面臨挑戰，但隨着政策支持力度加大、市場企穩預期增強，代建行業可能會迎來新一輪增長機遇。
第一，政策推動市場"止跌回穩"。自去年9月26日中央提出"止跌回穩"目標以來，各項調控政策持續落地，市場已出現積極變化。一二線城市的供求關係有所改善、庫存去化週期高位回落，重點城市土地市場回暖，優質地塊低價屢創新高。今年兩會的政府工作報告再次強調要推動房地產市場止跌回穩，市場正穩步修復，行業將持續回穩。
第二，市場呈現"結構性"復甦。未來的市場回暖不是全面普漲，而是結構性企穩。人口流入多、產業支撐強、供需平衡的城市會率先復甦，一線及強二線城市的機會更大。同時，高品質住房需求愈發突出。在這一背景下，品牌強、產品優、運營穩健的企業將更具競爭優勢。
第三，行業發展進入"新階段"。房地產市場的供需關係已經發生深刻變化，行業未來將呈現高質量發展、協調發展、安全可持續發展三大特徵。企業從追求規模擴張轉向專注產品品質，居民需求也從"有沒有"轉向"好不好"。
第四，代建行業迎來"新機遇"。今年政府工作報告提出，要加力實施城中村改造、拓寬保障性住房再貸款、紓困"白名單"增效擴圍、推動"好房子"建設等，同時，我們也注意到代建市場信心正在恢復，委託方拿地和開發意願增強。
郭佳峯主席表示，隨着房地產市場的逐步回穩，對未來充滿信心！綠城管理將持續深化改革引擎，激活發展動能，綠城中國作爲大股東，未來將重點幫助綠城管理在品牌與產品賦能、輕重協同賦能、關鍵資源賦能三方面擴大競爭優勢，更加從容應對市場挑戰，築牢自身的行業龍頭地位，邁向高質量發展的新階段。
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