The two companies are named 'million', founder of the two are named 'King' ";" two world real estate giant reached a strategic cooperation is properly matched, fall in love at first sight ", Vanke president Yuliang and Wanda Wang Jianlin, chairman of such a description of both the alliance. However, the "twenty thousand" this brand how and? Is the focus of the market.
Yesterday morning, the domestic leading commercial real estate Dalian Wanda Group Co., Ltd. (hereinafter referred to as "Wanda") and residential Vanke Leading Enterprise Co., Ltd. (hereinafter referred to as "Vanke") in Wanda, headquarters held the signing ceremony, the two sides announced to establish strategic cooperative relations, plan to carry out in-depth cooperation, such as joint holding, cooperative development, and may even billion level of cooperation projects. In the industry view, its deeper cooperation may also include cross disk, enhance brand and management premiums, etc., to promote the respective light asset transition.
"Vanke room to visit Wanda shop"
As a real estate giant, Vanke and Wanda has always been regarded as the benchmark of two domestic residential and commercial real estate. The two major leaders announced a hand in hand, will undoubtedly provide a huge imagination space. Vanke President Yu Liang said, hope that this is the real estate industry "China doubles dream team".
In the signing ceremony, Vanke and Wanda are said, the two sides signed a framework agreement, the future of specific cooperation arrangements will be determined based on the project.
It is understood, the future cooperation between the two sides will mainly through the joint use, the development of cooperation in the form of, namely Vanke development projects in the residential part, Wanda development projects in the commercial part, in order to achieve complementary advantages; in addition, the two sides also said will jointly explore based on existing projects into the possibility of cooperation and development. Simple said that the Vanke room Wanda shop ".
However, this is not enough. Wang Jianlin repeatedly stressed: we will have a deeper level of cooperation, or there will be more than one hundred billion level of development. And not the understanding of the market to jointly develop Wanda Plaza, I tube commercial Vanke residential development, such understanding is too superficial." Wang Jianlin stressed.
The signing of the strategic cooperation agreement is a long-term plan, the future of the two sides will be set up by the group led by the group of coordination group, in order to coordinate the daily docking of the matters.
Behind the cooperation, the two companies for industry trends similar judgments. 2014, Yu Liang, President of Vanke: real estate has entered the era of silver, easy money era has ended." Wanda chairman Wang Jianlin in the foreign speech also clearly stated: real estate gradually return to the average profit industry, which is our long-term trend of real estate to make judgments."
Wang Jianlin said Wanda and Vanke's strategic cooperation is a new attempt, Wanda, through cooperation with Vanke, Wanda can focus, accelerate the implementation of light asset strategy. Yu Liang believes that the joint of twenty thousand, or will lift the era of housing prices in the era of allied tide.
Or to promote the transformation of each other plate
With the industry boom cycle of the transformation, the two industry leader in recent years have invariably initiated the transition. And this alliance a major purpose, perhaps it is to accelerate the transition to each other plate. Xumei commercial real estate research center general manager Tao Yong told reporters: "from a long-term strategic point of view, the partnership will be Wanda to real estate, China Vanke joint disc Wanda real estate and the first step, also will be 170000 and Wanda Commercial Property for the beginning of the depth of cooperation."
According to Wang Jianlin prior to the idea, Wanda will be within the full range of five years, the transformation of a business investment service enterprises. In that is, Vanke may become the next disk Wanda real estate. And Wang Jianlin after the real estate, will go all out to do two areas of business: commercial real estate investment and asset management, cultural property.
In the conference site, Wang Jianlin's speech also responded to this judgment. Wang Jianlin said: from the beginning of last year we push light asset restructuring plan to achieve light asset by 2020. We hope the pace quickly, from this year began to no longer buy any land development, now only buy the asset light, in addition, there are a number of the original land, signed the agreement is to be executed, as well as the original to expect to do the project, then find a friend to do, so we and Vanke soon walk to arrive together. "
For Vanke, the cooperation with Wanda also significance. In August 2014, Vanke announcement said the company with the Carlyle Group Co., Ltd. are negotiating and plans to enter into a partnership agreement. At that time, China Vanke and Carlyle's cooperation, will be by the Carlyle acquisition of Vanke's nine shopping center. Tao Yong told reporters: "it is not China Vanke and Carlyle this cooperation as a matter of fact, Carlyle has essentially exit. In this case, Wanda replaced Carlyle, Vanke's part of the business objects to acquire shares or assets of the mode of cooperation, it is logical.
However, after the alliance will slow down its own in the field of commercial real estate development? In this regard, Yu Liang explicitly denied at the conference. "In addition to cooperation projects, we have their own independent business development. Vanke will not quit commercial real estate because of this cooperation." Liang said, "at present, Vanke commercial property, the most important part is the commercial community facilities, the purpose is for the owners to provide daily more complete living facilities, improve the living feelings and life convenience. In this area, Vanke has formed its own unique features."
Yu Liang said that with the rise of the electricity business, the traditional shopping malls face transformation, but the new generation of consumer centers for the experience and demonstration will rise. In this context, the major companies are starting in transition. "For Vanke, Wanda will be our good teachers and helpful friends in the field of commercial real estate. With cooperation, help to improve our own business competence." Yu Liang said.
"Twenty thousand" this vice brand how and?
Based on the existing domestic financial environment, the personage inside course of study thinks, the deep meaning of "twenty thousand" cooperation is through brand bound powerful output, with other people's money help yourself to make money "asset light" gameplay.
Chen Xi, general manager of China commercial real estate research center, said, "twenty thousand" is a commercial real estate leader, one is residential leader, both cooperation from the complementary level of motivation is self-evident. However, may be ignored, "twenty thousand" transformation has a clear direction, that is, to do "asset light", premium income in the real estate industry in the future will become the main direction of housing prices to earn a profit of. However, based on the domestic market environment, the available financial products and tools are limited, to take the "light assets" mode of the mature countries is hard to be more difficult to take.. So the most effective "light asset" rule of play is the brand and the output of the management, that is, with the money to help others to make money ".
Although "twenty thousand" brand and management value have a good premium, but in their non profound field, some bottlenecks. The two brands combined into a unified brand management output, can form an effective combination, not only is the best assets and manpower allocation, the premium will effectively improve.
Some analysts believe that can best embody the advantages of cooperation between the two sides, will cooperate in the chain extension to take joint, cooperative development of the top will greatly increase the enterprise take a bargaining chip, to lower prices and more favourable conditions to obtain land. For housing prices, the land is the lifeblood, low prices often determine the project's profit and even cost, especially in the premium high, profit lower silver era. Twenty thousand in the negotiations with local governments, will more grasp the right to talk. Industry that is known is that Wanda is one of the negotiations in the cost of land developers in minority and the government can, because you can bring people, consumption and sustainable ability to tax and "cover cooked" a regional, Wanda in the land have an exceptional advantage, which is why Wanda can in the core reason so many cities in the development of Wanda Plaza.
However, this may also just the beginning of cooperation, there is a lot of cooperation between the two sides of the imagination. Wang Jianlin, superficial provided the sentence "the two sides are talking about the strategic cooperation of a number of large projects", the volume of cooperation is up to hundreds of billions of scale, side of the Yu Liang did not disclose more details. Industry sources said, twenty thousand are giants of the sea, the cooperation is likely to happen overseas.
