Spending more than 3 billion Hong Kong dollars on the merchant bank, Vanke's capital movements at the end of October last year caused speculation about its desire to reach the financial world.
Two days later, Yu-Liang led a visit to Alibaba, brainstorming began.
Next, Vanke Enterprise Co., Ltd. (hereinafter referred to Vanke) 's management team visited the Internet enterprise Tencent and millet.
So "Vanke to do the Internet" news again.
The position of the industry boss how long can Vanke sit? Almost every year the industry has been questioned. 2014 Vanke can sit steady? From last year's sales volume and the first quarter of this year's sales size, Green Group and Vanke Gap has been very small.
With the rapid expansion of the Internet, such as Ma Yun, Horse, the star real estate entrepreneurs are becoming bleak, Wang Shi, Yu Liang seems to be "not how to be pursued by young people."
The value of Vanke in the capital market has changed, sales of nearly 200 billion, market capitalisation is less than 90 billion yuan. Tencent's 2013-year sales volume was 60.437 billion yuan, and its market value reached HK $977.825 billion before the press day. "Lack of imagination space" is the capital market for real estate companies the biggest criticism.
is Vanke old? Will Vanke be marginalized? Where will Vanke turn?
From building someone's house to building someone's house, from the real estate business to the city supporting service providers, from professional managers to business partners, Vanke's self-image is a little bit transformed.
Faced with the changes of the Times, Vanke President Yu Liang very much agree with Zhang become "Times enterprise" view.
have been forced to adapt to change, once you think clearly, Yu-Liang never hesitated.
Le run, mountaineering, cycling, from Vanke's sales more than billions that year began, sports has become a part of the life of Yu-Liang. 2011 began to lose weight, the 2013 summit of Everest, Yu-Liang's mountaineering plan is thorough and practical, he thought the scientific plan and method more important.
Yu Liang said he would not go to Mount Everest, in fact, there are higher peaks worthy of his challenge. "The path relies on, cannot break through oneself, Vanke will die." "In the snow-capped mountains experienced the limit of life and death Test, the return of Yu Liang Primordial, he told the" talent "reporter, Vanke's future," no traditional sense of strategy. "
30 of Vanke has enough experience to reflect, and tell others, the real estate is not as good as before. Vanke, which does not need traditional strategy, needs a revolution of thinking.
How long will it take to get to the top?
Legendary runner Lorrin Moulles (Lorrainemoller) describes the marathon in this way: "Marathon is starting from 32 km." ”
The race to commemorate the ancient Greeks ' marathon was 42.195 kilometers, running to 32 kilometers, and the athletes often experienced physical limits, and many people gave up the game.
Yu Liang that the real estate industry at least 15 years of development space, if the real estate industry compared to one kilometer a year, that the annual Vanke seems to be approaching the marathon fitness limit: Competitors chase, vaguely industry ceiling, the Internet to traditional enterprises impact, All this is enough to get the former leader to lose the lead and even the future.
The nearest followers of Vanke are Greenland Group (hereinafter referred to as green space), the real estate sector in the last year sales of 162.5 billion, and Vanke's 170.94 billion yuan, only less than 10 billion yuan gap. In a series of restructuring, after the shell listing, green space has become more strong, President Yuliang this year's sales target of 240 billion, an increase of about 50% per cent last year, which has surpassed the forecast of Vanke this year may reach 200 billion yuan sales.
Yuliang said he will each year with Yu-Liang exchange several times, to accept the "talent" reporters that the figures only reflect the state of enterprise Development on the one hand, more important is the embodiment of comprehensive competitiveness. "If it's just a number, maybe this year, there will be no next year," he said. ”
Not only is green land, China Sea Real estate is also a strong challenger, its last year sales of HK $138.52 billion, with the envy of the same level of gross margin and very low financing costs. Last year, China Sea Real estate parent company Chinese construction will be built with the Sino-Sea real estate merger, scale or will surpass Vanke. Similarly, the Chinese construction chairman Yi Jun also not simply value the scale, prior to the interview with the "talent" reporter, said the middle sea does not care about the scale, more attention to the real estate after the integration of brand and international level.
Perhaps a master, just a blow to know each other's depth, Yu-Liang also unwilling to tangle on the scale.
2010 Vanke Sales scale breakthrough 100 billion yuan, now more than 100 billion sales scale enterprises already up to seven, Yu Liang that Vanke no longer "lonely", because someone always remind him "wolf" or "Vanke to lose the boss's seat."
But does he really care? Vanke chairman Wang Shi gave Vanke the challenge gene and the soft but strong character of Yu-Liang, all make Vanke become a reluctant to concede the company.
"The sprint mentality to run long-distance, a certain lap must be the leading." "Yu-Liang said," Vanke never admit defeat, Vanke also willing to gamble defeat, lost also lost, (to each other) to congratulate. But I do not feel that I have lost, in fact, we run on different runways, occasionally meet once, can not say at that time the outcome. ”
The latest data show that Vanke's first quarter sales revenue of 54.23 billion yuan, an increase of 24.2% per cent last year, continue to lead the industry. And in the second and third place is the country Garden Group and Green Group, respectively, sales of 35 billion and 34 billion yuan.
Over the past three years, Vanke annual sales growth rate has been maintained between 20%-30%, not Xu not disease. And from 2013 earnings, Vanke last year's gross profit margin of 22.3%, compared to 2012 and 2011 respectively fell 3.5 and 6.5%, while the net interest rate of 12%, nearly three years also in the downward trend. The correlation analysis holds that with the rising of land cost and labor cost, the competition of real estate industry becomes more and more fierce, and the profit space of the future will be narrowed further.
"Although Yu Liang once said who would be more than Vanke, give gifts to him, but you think he is willing to do?" Certainly not, professional managers are very proud. "Long-term observation vanke SINA le Habitat, general manager of southern South Li Yongtao told the" talent "reporter.
In the face of competitive pressure, the first group is often very similar to the judgment of the future trend-the entire industry in the scale of sales of the ceiling has been faintly visible, and companies simply expand the scale is not the ultimate way out. A senior real estate observer told the "talent" reporter, Yu-liang once in communication with the thought, if according to the past mode to operate, must encounter the size of the ceiling, whether 300 billion or 500 billion.
1990 came to Vanke, 2001 began as general manager, Yu-Liang in any of the more than 10 years, Vanke's scale expanded nearly 100 times times. "When I was a general manager, Vanke was 2 billion, then I thought 10 billion, and then I thought 100 billion, and suddenly I found it." Suddenly found, what do we do next? Said Yu-Liang.
More disturbing is that, in the recent year with the rise of mobile internet, people increasingly find that the real estate industry "is not how to be respected", and Vanke once proud of the quality of customer service has been submerged in the Internet wave. Some people describe this: once in the Forum on the scenery Unlimited real estate big guy may still scenery, but in Ma Yun and horse such internet big guy before, Starlight is dim a lot.
This is Wang Shi and Yu Liang can not endure. Vanke's professional managers in addition to making money, more important is to show their own, to achieve the dream. "Li Yongtao so described.