新城土储告急?爆雷5日后消失了的那些吾悦计划

博九线上官网

观点房地产网新城“黑天鹅”事件已经过去5天,之后股价在当天大幅下挫后,7月8日,新城下两个港股下跌,开始回暖,且新市控股的A股平台7月4日开盘后,仍然保持下行趋势。

对于这家住房公司来说,外部世界更加残酷和谴责。投资者不仅关注其股价,董事长的变化,还关注新城市看似不稳定的“吴越计划”。

近年来,新城控股已与政府达成协议,以较低的价格赢得商业和住宅用地,然后发展成为一个城市综合体项目五岳广场。这个土地开发过程也被认为是借鉴万达广场的商业模式。

在会见这家大陆房地产公司之前,五岳广场的声誉远远高于新城控股。在各大城市蓬勃发展后,着名的五岳广场也迎来了去年的亮点。

只有7月3日的“爆炸性雷声”,新城及其五月广场遭受了很大的打击,依旧“吴越计划”进行扩张的新城市仍在未来。

新城的“吴越计划”

说到新城的“Uyue计划”,可追溯到2012年春季。常州第一家新城五月广场开业。在接下来的五年里,新城五岳广场迅速遍布全国,成为新城控股三大品牌之一的商业发展“顶柱”,并为新城商业化发展。在山上,我放下了。

根据新城控股发布的年报数据,1918年,新城控股开设了19家新的吴越广场,吴越广场开业营业总数达到42家。物业租赁管理实现营业收入22.13亿元,增长比上一年同期增长117.24%。

在最近的股东大会上,公司秘书兼资本市场部总经理张峰表示,“2019年将再开20家,预计总收入将超过40亿元。到明年年底,它将达到100.

根据新城控股最近的披露,截至6月25日,已有116家吴越广场已经开业并在建。

观点房地产新媒体查看新城官方网站。就商业开发项目的地理布局而言,新城控股在上海只有一个布局,而二线城市约占13.79%,其余位于三,四线城市乃至县级城市。

新城控股商业开发项目全球布局

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资料来源:新城控股官方网站

与专注于一线和二线城市布局的万达广场相比,五月广场在过去五年中已明确找到了自己的差异化道路。第三和第四条线的土地收购和项目数量一直在增加,发展规模激增。为了使新城控股成为“黑马”,排名也挤进了前十大的住房公司。

但一切都不是一成不变的。随着7月3日在新城控股的黑天鹅事件,连锁反应是“疏散”和暂停其商业开发项目,五月广场。

据了解,去年1月,新城控股与中天恒基地产有限公司达成合作,将中天恒基广场项目改名为五岳广场。最近,一些市民在福州平台询问:“五岳广场的广告牌已被拆除。是否有必要办理?”

据此,福州长乐区工业和信息化局回应说,吴悦广场项目负责人的负责人获悉,自去年以来,中天恒基商城仍然不能满足交付条件,因此尚未解决很长时间。因此,五岳广场正准备退出中天恒基购物中心。

In addition, the goal of the opening of 22 seats in Wuyue Plaza this year seems to be far out of reach. It is understood that in the first half of this year, there were only two Huayue Plazas opened in Xincheng Holding, namely Shangrao Wuyue Plaza and Hefei Feidong Wuyue Square.

New Town Land and Land Reserve

In fact, in addition to the opening and the Wuyue Plaza under construction, the New Town Holdings is also facing tremendous resistance in terms of the expansion of the land in the name of “Wu Yue”.

Among them, the one-business residence in Dalian Ganjingzi District, which was originally planned to be auctioned on July 8, terminated the transaction for some reason. Therefore, the project that Xincheng Holdings originally planned to invest more than 3 billion yuan in Dalian may also be “floating”.

According to the view of real estate new media, Dalian Merchants Network, January 23, 2019, information shows that Xincheng Holdings plans to invest in the construction of Wuyue Plaza and “Yue” series of five-star hotels in Dalian to create new urban landmarks.

Another site, planned to be delivered on July 9th, in Foshan Gaoming Xijiang New City, also terminated the auction on the morning of July 8. It is reported that Xincheng Holdings has been in contact with the above-mentioned Foshan land plot as early as 2017.

It is understood that the transfer conditions of the plot indicate that a 98,000-square-meter shopping mall is planned to be built, and that the bidder must be the top five companies among the top ten commercial real estate operators in China in 2018. The ranking includes New Town Holdings.

The plots have hanged out to terminate the announcement of the transfer, which coincides with the fact that Xincheng Holdings suffered from the "black swan" incident. It is inevitable that people will not be associated with this series of events, just like dominoes. After the stock price and personnel changes, investment in the land has also been Hit the rocks.

Some media quoted insiders of the new city as saying that Xincheng Holding has decided to suspend large-scale land acquisition. The projects with huge investment amount are not considered for the time being. It is best not to exceed 1 billion yuan.

Today, (July 8), a news of the land acquisition in the new city also confirmed this statement.

xx根据房地产新媒体的观点,7月5日,云南昆明共出售了6个编号为JN2019-32的地块至37个,总转移面积为255,200平方米。六块地块位于晋宁核心区,全部由新城控股子公司昆明榕树房地产开发有限公司拍卖,总价5.65亿元。

早在4月18日,该项目就已与云南省昆明市昆明区人民政府签署了合作协议。当时,它计划投资50亿元在金宁建设占地400英亩的五岳广场。该项目计划在两年内完成并开放。这将是云南的第五个五月广场。

其他媒体传言,前万达商业地产首席执行官,万达网集团总裁曲德钧或新城控股母公司新城发展,有意负责儿童的主题业务,即吴越广场的众多精彩公园,没有进一步的信息。

在个人的不道德行为之后,参与犯罪的是公司和投资者,依赖“吴越计划”进行扩张的新城市仍在未来。

数据显示,今年上半年,新城控股共增加了59块新土地。新市控股2018年年报显示,去年新增土地储备164个,总建筑面积4773.24万平方米,平均楼面价2330元/平方米,其中商业综合体项目增加1944.06万平方米。

来源:观点

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