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万科郁亮:行业冬天先保障自己安全,对恒大暂无帮扶的设想

发布于 2021-10-22

<p><img data-fileid="100021981" data-ratio="0.6648936170212766" data-s="https://p1.itc.cn/q_70/images01/20211022/1a4429c2dd414fb4bf53bebc3ae54a9c54wnw.png" data-src="https://mmbiz.qpic.cn/mmbiz_png/AJkYaTAujIwNK7AkumbMMV3smGr2icqF0hXOeHYlh6rGkWY2BHu452RTz4CSaOFa2u7XW29tB2sjqBONMtMlicfg/640?wx_fmt=png" data-type="png" data-w="940" height="625&quot;" style="font-size: 18px;color: rgb(34, 34, 34);line-height: 1;text-size-adjust: none;display: block;width: 496.8px;max-width: none !important;" width="940"></p><article style="line-height: 1;text-size-adjust: none;"><section style="line-height: 1;text-size-adjust: none;color: rgb(34, 34, 34);font-size: 17px;"><p style="margin-bottom: 0.666667rem;line-height: 0.76rem;text-size-adjust: none;text-align: justify;word-break: break-word;font-size: 18px !important;"><span style="margin-top: 0.24rem;text-size-adjust: none;display: block;width: 496.8px;text-align: center;line-height: 20px !important;font-size: 13px !important;color: rgb(102, 102, 102) !important;">郁亮10月22日出席万科集团于上海举行的业务交流会</span></p></section></article><p><br /></p><p><span style="">这是万科董事会主席郁亮出席今年6月30日举行的万科2020年度股东大会之后的首次公开亮相,10月22日,万科集团于上海举行业务交流会,围绕外界关切的万科自身及行业问题,郁亮做了众多发言。</span></p><p><br /></p><p><span style="">在谈及“房地产行业形势”时,郁亮总结称:“尊重常识,回归常态,阵痛之后仍有机会”。他认为,当下的房地产行业已经进入了新的常态,回归到民生行业。而回到常态就有阵痛,但阵痛之后就有机会。</span></p><p><br /></p><p><span style="">其解释称,“去金融化、去杠杆冲击是非常大的,整个缩表过程是很痛苦。但天下没有做完的生意,只有没做好的生意。”</span></p><p><br /></p><p><span style="">郁亮认为,家电、服装等行业皆有脱颖而出者。未来上生新所、永庆坊这种城更项目、新都市圈、地铁物业都有机会,未来服务要更精细。</span></p><p><br /></p><p><span style="">同时,郁亮在回应房地产行业是否会触底反弹等问题时,强调“今天行业衡量标准不一样了,安全比增长更重要,能力比规模更重要”;其认为,每个春天是不一样的,不要管底在哪里,现在预测未来反弹多大没意义,扎实做好产品和服务更重要。</span></p><p><br /></p><p><span style="">现场,郁亮还谈到了万科的拿地问题,其表示,“我们(万科)没有停止拿地 ,只是拿地标准高了。”</span></p><p><br /></p><p><span style="">“万科自己有投资标准,达到标准的就拿。现在来看,投资标准有更高要求了,要特别好的项目才拿,万科没有停止拿地,只是要求标准高了。”其称。</span></p><p><br /></p><p><span style="">郁亮提到,万科在黄金时代找到了“帕尔迪”(美国地产开发商),越上了千亿。</span></p><p><br /></p><p><span style="">郁亮还表示,“万科很庆幸,这几年不是老大,行业老大转型比较难的。正好不是老大,给了万科转型发展的机会。”</span></p><p><br /></p><p><span style="">郁亮续称,“现在我们在黄金时代对标大和房建(日本地产开发商),如今在行业缩表的时候又行动比较坚决。日本开发商在大缩表过程中,也可以成功,这给我们提供了非常大的信心,我们认为,今天我们再来做转型,机会会比它更多。”</span></p><p><br /></p><p><span style="">在具体的业务层面,郁亮表示,万科商业、公寓业务方面,已经找到一些模式,养老业务则还在摸索阶段。这些赛道已经够未来几年做的,不用找更多的业务。</span></p><p><br /></p><p><span style="">产品方面,万科深入的点比较多,专业资源分散。鼓励集团内部外部,提升自己,表现远超当地同行水平。过去资源散落在各个地方,没有统一起来,现在在重回。</span></p><p><br /></p><p><span style="">“现在大家都在活下去,活下去之后,要活得好活的久。下个春天和上个春天不一样,要有在下个春天活下去的性能和能力。”郁亮表示。</span></p><p><br /></p><p><span style="">现场,针对媒体提问,万科是否考虑帮助其他房企,对恒大是否有帮扶计划?</span></p><p><br /></p><p><span style="">对此,郁亮称,“恒大问题还轮不到我们来管,我们要先解决好自己过冬天问题。在我们能力范围内,有机会的话也愿意做对行业有利的事情,但还是遵循市场化原则。”</span></p><p><br /></p><p><span style="">“行业冬天来的时候,谁都冷,都冷的情况下,先解决自己的如何过冬的问题,先保证自己安全才能救人,我们算行业里有影响力的企业,我们会积极的想办法,我们会愿意去做对行业有利的事情。”郁亮具体解释道。</span></p><p><br /></p><p><span style="">此外,对于行业的收并购增多,郁亮称,万科只有投资团队,没有并购团队。</span></p><p><br /></p><p><span style="">“对于市场的机会,有机会就做,没机会就不做,万科不是投行,不是要把人吃掉。”郁亮表示。</span></p><p><br /></p><p><span style=""><span style="color: rgb(127, 127, 127);font-family: PingFangTC-Light;font-size: 12px;letter-spacing: 0.544px;text-align: center;caret-color: rgb(255, 0, 0);background-color: rgb(255, 255, 255);">声明:该文观点仅代表作者本人,转自搜狐号系信息发布平台,如有侵权请联系删除。</span><span style="outline: 0px;max-width: 100%;color: rgb(127, 127, 127);font-family: PingFangTC-Light;font-size: 12px;letter-spacing: 0.544px;caret-color: rgb(255, 0, 0);background-color: rgb(255, 255, 255);text-align: left;box-sizing: border-box !important;overflow-wrap: break-word !important;"></span></span></p><p><span style=""><br /></span></p><section data-role="outer" style="outline: 0px;max-width: 100%;letter-spacing: 0.544px;background-color: rgb(255, 255, 255);font-family: -apple-system, BlinkMacSystemFont, Arial, sans-serif;box-sizing: border-box !important;overflow-wrap: break-word !important;"><section data-role="outer" style="outline: 0px;max-width: 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