Wantong property exposes the misjudgment of the Hangzhou property market in 2015 the performance los-peepsamurai

Wantong property exposes the misjudgment of the Hangzhou property market in 2015 pre losing performance about 600 million Yukui 600 million Wantong property exposes misjudgment of each reporter Du Ranle Hangzhou property market at the beginning of 2016, Wantong announced 2015 annual results pre losing 580 million yuan to 620 million yuan, said its roots mainly in Hangzhou two projects. A few words, still haven’t escaped the exchange inquiry. "Daily economic news" reporter from Wantong announcement found that its recognition of misjudgment of Hangzhou property market. Previously, the frequency of Hangzhou selling land frenzy, Wantong grab the cost of expensive. To the outside world is puzzled, since that Hangzhou property market adjustment, hard to grab and Wantong why not as early as possible to adjust the development strategy? Wantong center suffered competitive price according to the Wantong 2015 results pre losing is subject to the Hangzhou Wantong center and the Hangzhou park two projects, the former is of many types of commercial real estate, the latter for residential. 2014 annual reports and 2015 reports showed that Hangzhou Wantong center still has D seat reserve land, the total land price of 120 million yuan, 18 thousand and 800 square meters of saleable area, equity land price of 5888 yuan square meters. Wantong real estate securities affairs representative Wang Ke told the "daily economic news" reporter, he remembers Hangzhou Wantong center project took land several years ago, the development cycle is relatively long. Wantong announcement, the current Hangzhou Wantong center has been completed, the office of the unilateral cost of about 20 thousand yuan square meters, hotel style apartments due to the standard of delivery is refined decoration, unilateral cost of about 22 thousand yuan square meters. Hangzhou Wantong center as a landmark building in Hangzhou, Gongshu District, 4 years ago, the local government had specially organized the project special building promotion meeting, the attention can be seen. That time, the unit related leaders have publicly said that the canal CBD is the core business district of Gongshu District development, after completion, will become the third center of Hangzhou. Hangzhou City, Gongshu District merchants one official said, Hangzhou Wantong center is the canal CBD launched the first commercial property of the international urban complex, comprehensive start in June 2011, the end of the next September opening, more than 3 months to obtain 4 billion yuan in sales. By the end of 2014, headquarters building, A, C enterprises sold out, the average price of 24000 yuan square meters. Wantong real estate frankly, Gongshu District belongs to the emerging business district, hotel apartment overall supply is larger. In the fourth quarter of last year, each housing enterprise went to stock price promotion, and the price of a hardcover hotel apartment in the plate was reduced by about 4000 yuan square meters, selling only 17 thousand yuan to 18 thousand yuan. Hangzhou Wantong center related products down 10%~20%, is expected to impairment of 120 million yuan to 140 million yuan. Get high to ignore the regional risk of real estate Wantong reporter combing the annual report found that, after the early years Wantong backdoor listing, although the real estate stands in the national rapid spread, but relatively few other first-line housing prices is still less than normal, which directly affect the earnings performance, Wantong 2012 annual report has claimed that a second tier property market next year, the plan to win 3 new projects. In 2013, real estate Wantong new development projects including Hangzhou park. Data show

万通地产自曝误判杭州楼市 2015年业绩预亏6亿左右   预亏6亿 万通地产自曝误判杭州楼市   ◎每经记者 杜冉乐   2016年初,万通公告2015年度业绩预亏5.8亿元到6.2亿元,称其根源主要出在杭州两个项目上。寥寥数语,仍未躲过交易所问询。   《每日经济新闻》记者从万通公告发现其承认误判杭州楼市。此前,杭州频掀卖地狂潮,万通抢地成本不菲。令外界不解的是,既然明知杭州楼市调整,万通为何硬去抢地及不趁早调整开发策略?   万通中心遭遇竞品降价   据了解,万通2015年业绩预亏主要受制于杭州万通中心和杭州上园两个项目,前者为多业态商业地产,后者为住宅。   2014年报及2015年中报均显示,杭州万通中心仍有D座这一储备土地,总地价1.2亿元,可售面积1.88万平方米,权益地价5888元 平方米。   万通地产证券事务代表王渴告诉《每日经济新闻》记者,他记得杭州万通中心这个项目几年前就拿了土地,开发周期比较长。   万通公告披露,目前杭州万通中心已完工,写字楼的单方成本约2万元 平方米,酒店式公寓由于交付标准是精装修,单方成本约2.2万元 平方米。   杭州万通中心作为杭州市拱墅区的地标性建筑,4年前当地政府曾特意组织过该项目专场楼宇推介会,受重视程度可见一斑。彼时,该单位相关领导曾公开表示,运河CBD是拱墅区发展的最核心商务区区块,建成后将成为杭州第三中心。   杭州市拱墅区招商局一位相关人士介绍说,杭州万通中心是运河CBD率先启动商用物业的国际都市综合体,2011年6月全面开工,次年9月底开盘,3个多月获得4个多亿元销售业绩。2014年底,A、C幢企业总部大厦基本售罄,均价24000元 平方米。   万通地产对外坦言,拱墅区属于新兴商务区,酒店式公寓整体供应量较大。去年四季度各房企为去库存降价促销,板块内一竞品项目某精装酒店式公寓报价下调约4000元 平方米,仅卖1.7万元至1.8万元。杭州万通中心相关产品下调10%~20%,预计减值1.2亿元到1.4亿元。   高价拿地无视区域风险   记者梳理万通地产年报发现,早些年万通借壳上市之后,虽然地产摊子在全国快速铺开,但相对其他一线房企的项目数仍然偏少,这直接影响到了相关财报业绩,万通2012年报曾宣称,一二线楼市回暖,次年计划拿下3个新项目。   2013年,万通地产新拓展项目就包括杭州上园。资料显示,当年杭州楼市快速回暖,该年5月份,万通44轮报价后以7.63亿元总价竞得余政储出〔2013〕26号地块,折合楼面价9145元 平方米,溢价率不菲。   万通拿到上述项目之前的10个月,杭州楼市陷入冰点。紧邻万通上园地块的万科北宸之光,杭州万科当时拿下该项目楼面地价才4430元 平方米。该年,滨江集团拿下万家名城的楼面地价也只有约6300元 平方米。   次年,杭州楼市大降温,土地市场遇冷。当年初,万通以联合体身份耗资6.18亿元拿下了余杭区未来科技城一幅商住用地,楼面地价3145元 平方米。金成地产在余杭区所拿地块的楼面成本仅3000元。   2015年以来,杭州上园所在区域内的竞品楼盘众多,包括万科、滨江、越秀、融科等10余家龙头房企项目同期开发。据万通公告披露,上园国际9栋高层住宅建筑面积11.5万平方米,单方成本约1.8万元到1.9万元。   当前,万通上园附近的滨江万家名城、万科北辰之光均价多在1.3万元到1.4万元左右。万通地产对外坦言,上园项目所在区域竞争度高,称某项目相近且与上园项目同期拿地的住宅,开盘价1.3万元 平方米,对杭州上园项目的定价产生直接影响,按照其被认可的折价率20%~30%,减值4.7亿元到4.8亿元。   1月26日,万通对外披露了房地产业务的区域风险等公告,内容详述了2009年到2015年杭州楼市包括土地供应、房企资金到位数、房地产投资与销售等关键数据,尤其是早些年杭州疯狂卖地后遗症从数据上也一览无遗,万通为何仍要疯狂抢地?   万通地产对外坦言其原本认为基于多项楼市政策利好,尤其是今年G20峰会在杭州召开等,认为当地楼市会向好,但市场实际上并未向预期方向发展。   针对上述疑问,王渴称其会将记者提出的几个问题汇报给相关领导,再行答复,但截至发稿时,记者仍未收到对方回应。 进入【新浪财经股吧】讨论相关的主题文章: