The goal of the transformation: two or three-line city and commercial real estate

Every reporter Wu Wenkun Ye Shuli from Beijing under the pressure of real estate control New Deal, many housing enterprises have lifted the banner of transformation, they are the direction of transformation is to enter the two or three-line city and commercial real estate.　　Two or three line or staged "gleam Rise" sun Bai Real Estate Group executive vice President Fan Xiaochong said, in addition to the two or three-line cities in some parts of the hot cities, areas and some of the high prices, in the new deal under the control of the two or three-line city housing prices fell not much, because there is a stable supply and demand in the state. "The key areas and key cities that are being regulated are concentrated in the Beijing-Shanghai-Shenzhen and east-central cities, which means that regulation provides looser and rarer opportunities for urban and western cities in the two or three-line cities and the Midwest."　　Chen Kwok-keung, vice president of China Real Estate Society, believes that in the long run, the two or three-line urban housing growth is significantly larger than the first-tier cities.　　For the brand housing enterprises in the two or three-line city layout trend, Mr Chan used "very obvious" to describe. Reporters found that after the new deal, including Vanke, ocean and other real estate giants in the two or three-line city layout speed significantly faster.　　January-June, Vanke in the first-tier cities in Shanghai, Beijing and Guangzhou only 4 projects total 667,000 square meters, accounting for the total acquisition of 5.66% of the project, and as at the end of the half, Vanke in the two or three-line city of land reserves have reached 31.79 million square meters. Sun Bai Real Estate Group executive Vice President Fan Xiaochong to this explanation, said, China's first round of urbanization is Beijing, Shanghai and other front-line cities, at present these cities in the amount of accumulation has been basically completed, urbanization has entered the structural adjustment of the "quality Stage", now China's second-round urbanization is turning to the main role of the two or three-line city, They are staging a first-tier city of urbanization 5 years ago.　　Therefore, the housing enterprises to the two or three-line city is the market rational behavior. Commercial real estate income is similar to the two or three-line city, commercial real estate compared to residential property, in the regulation of the impact is less.　　And the current commercial real estate is the use of residential real estate slump, a hot. Fan Xiaochong says commercial properties are demanding higher operating standards.　　Therefore, many investors in the past have been afraid to intervene in commercial real estate, especially the lack of management experience, this is the past commercial office is not a major cause of concern. The new deal aims to target investment speculation in the housing market, and many in the industry have judged the government's determination to be large and there is still a lot of uncertainty in the future.　　It is such an environment, Fan Xiaochong, that has led many people to turn their eyes to commercial property.　　In Shanghai, for example, the relevant data show that this January-August, the city's commercial office projects in the transaction area and the average price are at a historical high, of which, commercial Office project transactions reached 2.34 million square meters, compared with the same period last year increased 7%, the average prices reached 15187 yuan/square meters, up 3.6%. Mr Chan said the market position of commercial real estate had increased markedly for the central cities of Beijing and Shanghai. Many property developers have also increased their businessThe layout of the property. It is understood that this year, Soho China, Vanke, Poly, investment, Cofco, gold, China Resources, Sunshine shares, the first real estate, such as property giants have said to increase commercial property.　　Which has always insisted that the Vanke also changed into "must consider commercial real estate", so far, Vanke has been in Beijing, Xian, Dongguan and Wuhan, such as the launch of commercial real estate projects, the total investment of tens of billions of dollars. Under the property market regulation, the profit of commercial real estate also appears considerable. The interim results report of Soho China, which is dominated by commercial real estate, showed that the company realized its operating income of 8.655 billion yuan in the first half of this year, rising 119 times times year-on-year, achieving net profit of 1.721 billion yuan, up 136 times times year-on-year, all over last year's annual level.　　As of the end of July this year, the company achieved sales of 13.57 billion yuan, has completed the year 18 billion yuan sales target of 75%. "From the recent period, I think the commercial real estate recovery relatively fast, especially some of the structural adjustment of the property is still in the market."　　"The rise in rents has brought value to commercial property and, in addition to economic development, the next step in commercial property consumption will be increasing," said Li Guibin, chairman of the Glorious Orient.　　Extended reading experts: there is no need to worry too much about land supply every reporter Ye Shuli from Beijing in the "New Deal Beijing Housing Enterprises ' breakthrough ' Road" forum, China Land Survey and Planning Institute deputy chief Engineer Shaoyun Frankly, the current Chinese property market land supply "not bad".　　In the property market land supply, "1.8 billion MU Red line" profoundly affects people's thinking. However, in this forum, Shaoyun, Deputy chief engineer of China Land Survey and Planning Institute, said that nowadays people "do not need to worry too much about the problem of land supply".　　He explained that although China's land resources are not very rich, the present land supply is no problem. First, the so-called "1.8 billion MU Red line" is specifically the scope of arable land, but in addition to arable land, there are many other land available for exploitation and utilization.　　He thinks, "1.8 billion MU red line" The expression is not too clear. Secondly, there is still a large number of unused land is not fully utilized. Although in recent times, all over the country has disclosed a lot of idle land, but it is certain that from the technical point of view, there are still a large number of idle missing.　　These are vacant land inventory, but also a large amount of development.　　In addition, the current local government to push the impetus is extremely strong, its power source is the land finance. But he also pointed out that although the country, the property market land supply is no problem, but Beijing, Shanghai and other first-tier cities in the land supply is relatively tense, because the view that the current mechanism, Beijing, Shanghai and other first-tier cities in the population growth is no solution.　　If such a conclusion is established, the supply and demand of these urban land will become increasingly tense. But overall, at this stage of the national property market land supply is increasing, demand is falling. Sun Bai Real Estate Group executive Vice President Fan Xiaochong that land pricesWill not fall, because the local government based on the current land finance and long-term local debt issues, land price decline is limited. Once land prices have fallen sharply, the assessment price for the mortgaged land issued as a local debt will fall accordingly, which is detrimental to local government local debt issuance.