20年专注房企发展研究文|潘永堂如果中国房地产企业只有2种“活法”。那么,今天的中海和华润已经明牌了。一种是“中海派”,即传统开发派,深耕住宅开发,且在下行期,极致笃定“寡头”崛起的战略窗口期机遇,十五五继续做大做强,甚至做行业第一。一种是“华润派”,即地产未来派,以多元曲线构筑穿越周期的壁垒和持续发展。与之相似的还有新鸿基地产、龙湖地产、新城地产等,从赛道权重看,中海是单一赛道极致化(全力押注...
Source Link20年专注房企发展研究文|潘永堂如果中国房地产企业只有2种“活法”。那么,今天的中海和华润已经明牌了。一种是“中海派”,即传统开发派,深耕住宅开发,且在下行期,极致笃定“寡头”崛起的战略窗口期机遇,十五五继续做大做强,甚至做行业第一。一种是“华润派”,即地产未来派,以多元曲线构筑穿越周期的壁垒和持续发展。与之相似的还有新鸿基地产、龙湖地产、新城地产等,从赛道权重看,中海是单一赛道极致化(全力押注...
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