As the head of China's largest real estate development company, Yang Guoqiang, chairman of Country Garden Holdings Holdings, seems to have a more positive belief in the domestic economic situation and the trend of the real estate industry.

On January 21, Yang Guoqiang made a new explanation on the company's development strategy in his internal speech, saying that Country Garden Holdings would strengthen his main business, transform and upgrade, and stride forward to a large-scale high-tech integrated enterprise. At the same time, the "Company profile" on Country Garden Holdings's website has been updated, which clearly points out that "Country Garden Holdings is a high-tech integrated enterprise that creates products for a better life for the world. "

Through the content of the speech, we can see that this entrepreneur, who has been struggling for decades in the spring tide of China's reform and opening up, is rational and sober in the torrent of economic transformation. he also has a clear layout for the navigation direction of Country Garden Holdings, an enterprise with a total asset size of more than one trillion yuan.

Over the past year or so, all kinds of information revealed by Country Garden Holdings shows that while consolidating the core business of real estate development, the company has carefully laid out extended businesses such as robots and agriculture, and tried to produce synergy between these businesses. effectively use existing resources and improve the efficiency of the use of enterprise resources.

Yang Guoqiang said: "Last year, the framework of our agricultural company and robot company has been set up, and we also have ideas for development. We look forward to their wonderful performance next."In the future, we will focus on three key areas: real estate, agriculture and robots."from this point of view, the three formats of Country Garden Holdings in 2019 will develop synchronously and coordinate with each other to enhance the overall competitiveness of the group.

Seize the opportunity of urbanization and grow together with the times

In 2018, Country Garden Holdings topped the list with 728.69 billion consecutive sales, of which the amount of equity sales was 501.88 billion, a steady increase of 27% from 396.11 billion in the same period in 2017.

This is the result of Country Garden Holdings's early layout before the last real estate boom cycle, but with the high-level tone of "housing speculation" put forward at the national level in 2018, market expectations have changed and buyers and sellers are returning to rationality. most real estate enterprises are no longer blindly optimistic about the prospects of the industry. In this context, Country Garden Holdings put forward a new development idea of "improving quality and controlling speed" as early as mid-2018, actively switching lanes to adapt to the new market rhythm.

Now, judging from Yang Guoqiang's latest speech, he is still optimistic about the development opportunities of the real estate industry in China's urbanization process. "at present, the domestic urbanization rate is still far lower than that of developed countries. There will be at least 10 trillion of the real estate market every year. The question is whether we are competitive or not. We have to work hard to think about how to enhance our competitiveness. "

A research report issued by the Chinese Academy of Social Sciences in 2018 confirmed Yang Guoqiang's judgment: from 1949 to 1999, it took China 50 years to increase the urbanization rate from 10.64% to 30.89%, an increase of 20.25%; from 1999 to 2017, it took China 18 years to increase the urbanization rate from 30.89% to 58.52%, an increase of 27.63%.

The data show that China has made remarkable achievements in the process of urbanization in the past 18 years, but in spite of this, there is still a big gap between China and the urbanization rate of 80% of the developed countries in the world. Therefore, the pace of urbanization in China will not stop, and the real estate industry still has a bright future in the process of urbanization.

Firmly believe that the dividend period brought by China's urbanization process to the real estate industry is not over, but also to a certain extent reflects Yang Guoqiang's basic judgment on the long-term improvement of China's economy.

Not long ago, President Xi Jinping delivered a speech at the 26th APEC informal leaders' meeting. China's economic contribution to world economic growth has been maintained at more than 30%. At the same time, it is accelerating the shift from rapid growth to high-quality development; this year, consumption contributes 78% to China's economic growth, and the overall momentum of long-term stability and improvement of China's economy will continue.

Wang Qian, Asia-Pacific Chief Economist of Vanguard Group, the world's largest public equity firm, also judged at the 2019 global economic and market outlook media conference in Shanghai that despite the slowdown in global economic growth, different levels of inflation and the continued normalization of monetary policy, there will be no recession in the global economy in the short term, and the possibility of a hard landing for China's economy is very small. Economic growth is expected to stabilize in the range of 6% to 6.3% in 2019.

In Yang Guoqiang's view, China's current economic situation is complex, but it is necessary to have firm confidence in stable economic growth and long-term improvement. "the past does not represent the present, and the present does not represent the future."

For Country Garden Holdings, who is at the head of the industry, a larger market share is still worth looking forward to. At a time when the market is in the adjustment cycle, Yang Guoqiang also considers the risk. He asked the company to be "financially sound, and then to set production according to sales and keep expenditure within the limits of income." We must pursue quality development, plan scientifically, enhance full-cycle competitiveness, invest accurately, and realize the organic combination of long-term and short-term benefits.

Some people in the industry believe that a few days ago, the draft amendment to the Land Management Law has revised the contents such as the entry of collective construction land into the market and the homestead system, making it clear that non-agricultural construction land is no longer "must be state-owned." this change will have a far-reaching impact on China's real estate industry. The entry of collective land into the market for housing enterprises, on the one hand, controls development costs, on the other hand, it also creates new opportunities for enterprises to expand their business. Real estate enterprises like Country Garden Holdings, which are laid out in advance in the general direction of urbanization in China, are very likely to be the biggest beneficiaries.

Carefully construct the business layout of the "troika"

2019 is a key year for Country Garden Holdings to further strengthen his main business and to transform and upgrade. Therefore, in his first internal speech at the beginning of the year, Yang Guoqiang not only expounded his views on the prospects of the real estate market, but also mentioned more about the future direction of social development and the company's layout in robotics, agriculture and other fields.

At the meeting, Yang Guoqiang reiterated that Country Garden Holdings should be a "high-tech large integrated enterprise", raising its robot business to an unprecedented height, showing the boldness and determination of "starting a second business".

"advances in science and technology are unthinkable." This is Yang Guoqiang's overall judgment on the development prospect of human society. In his view, only enterprises that closely follow the tide of the times can always stand at the head of the times.

A few days ago, Huawei founder Ren Zhengfei also made a similar judgment: "the future development of the information society is unimaginable." In the next 20 to 30 years, there will certainly be a great revolution in human society, and earth-shaking changes will take place in the mode of production. For example, artificial intelligence will be used in industrial production, which will greatly improve production efficiency. "

Similarly, Yang Guoqiang also imagined a revolutionary change in housing construction. He said: "now the robot technology is more mature, if we have enough good people to do this, we will become the most advanced real estate company, we now have to do towards a high-tech enterprise." I have also worked as a construction worker on a construction site, and the repetitive high-intensity work does not make sense. It is only a matter of time before we welcome the arrival of "robot building house". It is absolutely necessary to do it, which is the source of our strong competitiveness in the future. "

It is reported that Country Garden Holdings will further devote himself to intelligent manufacturing, aim at the forefront of world science and technology, rely on Guangdong Robot Valley, independent research and development, create a modern robot industry ecosystem, and help the country's scientific and technological progress. At present, Country Garden Holdings has set up a Bozhilin company specializing in robot research, and has introduced a large number of professionals from around the world to carry out related research and development work.

With the progress of the times, science and technology has gone deep into all aspects of human life. Wu Xiaobo, a famous financial scholar, said that China has the largest number of robot companies in the world, with 2600 robot companies, and it can be predicted that robots will appear in almost all industries in China.

Yang Guoqiang also believes that science and technology can make the country stronger, help people liberate from heavy work and enable people to live a better life. In the future, some heavy and dangerous jobs will be replaced by robots.

At the same time, agriculture has also been promoted to a new level of group strategy by Yang Guoqiang. It is reported that Country Garden Holdings continues to introduce world-class agricultural production technology and equipment, lays out the whole agricultural industry chain, and provides "safe, delicious, cheap, and rich" agricultural products to every Country Garden Holdings household through Phoenix selection and other own retail brands. to help revitalize the country's countryside.

For example, Country Garden Holdings's new retail business, Phoenix, was founded in 2016. According to Yang Guoqiang's plan, Phoenix aims to open tens of thousands of community stores across the country to sell agricultural and sideline products selected by Country Garden Holdings's team.

Yang Guoqiang said that through Phoenix selection, he hopes to help millions of owners easily purchase quality and inexpensive agricultural products and improve their quality of life. based on this, the development team will also take into account basic factors such as Phoenix's store layout when buying land.

"tens of thousands of farmers are organized to produce a dazzling array of vegetables, fruits, meat, fish, grain, oil, water, and so on. The intermediate cost is very low, the price is very cheap, the quality is very high, and the variety is very rich. At the same time, we will sell hundreds of daily necessities. If it is safe, delicious, cheap and rich, I believe it will be welcomed by the market. I look forward to doing a great job in the new year. "

To sum up, after actively laying the groundwork for a number of businesses in the past two years, Yang Guoqiang has a clearer plan for Country Garden Holdings's development vision, building a diversified business layout based on real estate, agriculture, and robotics. Several major sections are relatively independent and support each other and complement each other.

The diversified business plate that extends around the main business, to a certain extent, further strengthens the market competitiveness of the real estate main business, which is also an endogenous growth force, which helps Country Garden Holdings to smooth the risks of the economic cycle.

In fact, Yang Guoqiang's choice also has a strong background of the times and the logic of development. Kerry pointed out in the latest report that against the background of the industry's slowing growth, housing companies have opened up new business sectors, in addition to extending with the real estate business as the axis, such as long-term rental apartments, industrial real estate, pension real estate, property management and other subdivided areas, technology and other future industries have also attracted some enterprises to enter the market. It is expected that in 2019, the diversified business of real estate enterprises will still focus on the real estate ecological business. While the development direction is more clear, the cooperation with the real estate industry will also be closer.