In recent years, with the convenience of Metro Line 2 1, zhu cun, Zengcheng, Guangzhou, has always been a popular sector that just needs to buy a house.
On June 28th, the official website, Guangzhou Public Resources Trading Center, announced the results of public selection of cooperative enterprises for the old village reconstruction project in zhu cun, zhu cun Street, Zengcheng District. In the end, Dahua Group, a veteran Shanghai real estate enterprise, took the project into its pocket with a total investment of 7 1 100 million yuan.
According to the new media, zhu cun is located in the middle section of zhu cun Street in Zengcheng District, close to the old town (block) of zhu cun Street, south to Shenzhen-Hong Kong Village, north to Longgang Village, east to Nangang Village and west to the Fifth Institute of Electronics of the Ministry of Industry and Information Technology.
The old reconstruction project is divided into two areas, A and B. Area A is located on the north side of Guangshan Highway, including the village base camp west of Zhucun Canal and some areas east of the Canal. Area B is located in the south of Guangshan Road, and the buildings are basically distributed in a long strip along Guangshan Road and Zhu Ning Road. The total land area of the project is 775,000 square meters, and the total construction area within the scope of renovation is 740 1.425438+0 square meters, involving 2,692 households with a registered population of 6,606. The total investment is about 7 1 100 million yuan.
In terms of transportation, zhu cun Station of Metro Line 2 1 is only about 500 meters away from the memorial archway at the entrance to the village. The surrounding first-hand projects include Dahua Chengdong County, Ren 'an Garden Phase II and Poly Zhonghang City. The average price is about1.8000-26000 yuan/square meter.
It is worth mentioning that this is the largest old renovation project invested by Zhucun plate at present, and it is also the second old renovation project won by Dahua in Zhucun plate.
As early as the end of 20 19, Dahua won the renovation project of village of tianshan old village in zhu cun street with an investment of 6.3 billion yuan. In the same year, the homestead of A 19027 in the north of Zengcheng zhu cun Station was acquired at a total price of14.74 million yuan, which was equivalent to the floor price of 13043 yuan/square meter.
Up to now, zhu cun Plate has been the key area of Dahua Group's layout in Guangzhou, with a total investment of about 65.438+0.49 billion yuan.
Zhu village layout
Different from the fierce competition and suspense of other old reforms in Guangzhou, it seems logical for Dahua to win the zhu cun project.
As early as 20 19, 1 1.6, a meeting was held in zhu cun, Zengcheng, Guangzhou, to select cooperative enterprises and vote. With the approval rate of 100%, the villagers of Zhucun agreed to let Dahua (Group) Co., Ltd. formally become a cooperative enterprise in the old reconstruction of Zhucun.
Although Dahua also started in Shanghai as an old reform project, it is not easy to get a share in Yangcheng, which is occupied by many "old reform families" such as Poly and R&F.
As for why we were able to get this old reform project, as early as when we signed the cooperation intention, people close to Dahua Group said that this was inseparable from the reputation accumulated by Dahua in the old reform industry for many years. "Dahua has done old changes for so many years, has a lot of experience and made many samples. These are all capitals recognized by the market and residents. "
Judging from the latest bidding documents in zhu cun, the requirements for transfer are quite harsh, so some market participants think it is quite a bit "directional transfer".
According to the bidding requirements, the total assets of the cooperative enterprise shall not be less than 654.38+05 billion yuan, the net assets of the enterprise shall not be less than 38 billion yuan, the asset-liability ratio excluding advance payment shall not be greater than 70%, and the paid-in registered capital of the enterprise shall not be less than 654.38+05 billion yuan.
At the same time, as the old renovation project of zhu cun is located outside the key functional area of Guangzhou Third Ring Road, the cooperative enterprise is required to have the ability to introduce industries (non-real estate).
Specifically, the cooperative enterprise needs to introduce at least 1 national class A technology business incubator and 1 professional productive service platform.
In addition, due to the lack of large-scale commercial facilities around zhu cun, the project also needs to introduce well-known commercial brands such as Carnival Commercial Complex, Carnival High-end Business Office, Long-term Rental Apartment Brand Yuheng, Four-star Intercontinental Hotel, Paris Spring and other brand industrial projects with the same industry status, aiming at building zhu cun into a high-quality economic life demonstration zone.
It is understood that long-term rental apartment Lexiang is a brand created by Dahua Group, and Intercontinental Hotel also has close cooperation with Dahua.
In addition, some insiders pointed out that although the old reform cycle is long, the profit rate will naturally be higher. Dahua has been immersed in the old reform industry for many years. Although the scale growth is not fast, the company's cash flow is relatively healthy.
"When the financing situation is uncertain, Dahua may have a better life than many of its peers."
Guangzhou Ma Jia
As a local developer in Shanghai, Dahua Group has developed rapidly in Guangzhou in recent years.
Established in 1988, this established real estate enterprise is the first real estate development enterprise with national first-class qualification in real estate development in China. The first project of its construction is Dahua Community in Baoshan District, Shanghai, which consists of several residential communities with a total area of about 3.5 square kilometers.
In terms of volume, large-scale residential areas and old renovation projects are almost several million square meters. It was from this project that Dahua embarked on the road of building large-scale community projects and gradually accumulated experience in developing markets.
In the following 20 years, Dahua has also developed and operated a series of large-scale community projects of more than one million square meters, such as Shanghai Dahua Jinxiu Huacheng, Dahua Binjiang Tiandi, Qujiang Park Family and Dachang Old City Reconstruction Community. Among them, Shanghai Dahua Jinxiu Huacheng and Dachang Old City Reconstruction Community cover an area of 3.3 square kilometers and 2.5 square kilometers respectively.
However, due to the long development cycle of large-scale communities and old renovation projects, the sales scale of Dahua Group has been somewhat backward compared with its peers. As early as 2009, it has entered the ranks of real estate "Billion Clubs", but its development scale has not increased for many years.
It was not until recent years that Dahua showed its desire for scale, and proposed that in the next 2-3 years, it would take "improving industrialization and making large scale" as its management orientation, and accelerate turnover to drive the double growth of sales scale and total profit.
The opinion index shows that Dahua Group's total sales in 2020 is 55.9 billion yuan, an increase of about 60% compared with 34.76 billion yuan in 2065438+2009.
In terms of urban layout, Dahua entered Greater Bay Area at the end of 20 17, and established a Guangzhou regional company in the same year.
After more than a year, it did not rush to expand its territory in Guangzhou, but took time to familiarize itself with the market and make preliminary preparations. It was not until September of 20 18 that Dahua suddenly appeared in the land auction and auction market in Guangzhou, and won the Panyu homestead in Guangzhou for the first time at the reserve price of11630,000 yuan, which was considered as the real entry into Guangzhou.
Subsequently, Dahua successively expanded its storage in Guangzhou through urban renewal and the layout strategy of "two-wheel drive" in the secondary bidding, auction and hanging market. In 20 19, Dahua won the bid for the village of tianshan project of zhu cun Street in Zengcheng District and the zhu cun plot with 6.3 billion yuan and10.47 billion yuan. In 2020, the old renovation project of Dafu Village, Shatou Village, Panyu District won the bid with 654.38 billion yuan.
It is understood that Dahua won the 15 urban renewal project in five cities in Greater Bay Area, and the old Guangzhou reconstruction project is located in Panyu District, Zengcheng District, Baiyun District, Tianhe District and Huadu District.
With Dahua Group increasing its holdings in Guangzhou, the operating cash flow has also been tightened.
According to the data, in 20 19, the net cash flow generated by Dahua Group's operating activities was-121690,000 yuan, a decrease of122.23 million yuan compared with 20122.23 million yuan in the same period.
By the end of 20 19, the total liabilities of Dahua Group reached 92.736 billion yuan, up 46.6% from 63.257 billion yuan at the end of 20 18. The asset-liability ratio is 74.84%, which is 4.55% higher than 70.29% in 20 18.