在行业持续整合和疫情的双重考验下，许多住宅企业承受着压力，恒大又一次交出了一张有着深厚基础的漂亮成绩单。
在3月31日举行的业绩大会上，恒大发布了两大信息：第一，运营数据继续光明，减债效果显著；第二，公司完成了”多行业+数字技术”和”新恒大”的转型。
去年3月，恒大全面实施了”高增长、控制规模、减债”的发展战略。最新数据显示，恒大的新战略取得了显著成效。2020年恒大实现销售7232亿元，销售回报6532亿元，营业额5072亿元，净利润314亿元，核心指标继续保持行业领先水平。
在销售增长和回报的双重推动下，恒大的利率债务在今年3月底以远快于预期的速度大幅下降2,000亿港元。此外，恒大还通过引入战略投资和将优质资产与高质量资产的上市分离，使其股本增加了888亿港元，以进一步优化债务结构。
在更严格的监管下，”三条红线”已成为今年房地产企业财务报告季的热门话题，为了实现更强劲的发展，恒大还制定了”下移”时间表：计划在2021年6月30日将净负债率降至100%以下，2021年12月31日现金短期债务比率高于1%，2022年12月31日资产负债率低于70%，这意味着如果上述目标得以成功实现，恒大将实现更高质量的发展。
与光明的商业数据相比，徐家银当场宣布”新恒大”已经到来，这显然更有意思。经过十多年的多元化勘探开发，恒大形成了八大产业的多元化布局，完成了”多元化产业+数字科技”的转型。
据了解，恒大拥有恒大汽车、恒大地产、恒腾网络等八个工业平台，涵盖服装、食品、住房、交通、娱乐等领域，通过科技赋权，将为数亿客户提供全方位的服务，促进业绩实现矩阵式增长。
在新能源汽车领域，恒大同时开发了14辆汽车，并发布了9款车型，这些车型将配备H-SMARTOS的顶级智能网络连接系统、太空级智能驾驶舱和业内最强大的计算平台，以便在一个”智能移动空间”中创建一个”汽车之家”。据了解，恒基将在今年第四季度试生产，明年将大量交付。
在房地产和汽车网络交易领域，方车宝创新了数字技术的应用，建立了一个在线和离线的全渠道交易和综合服务平台。目前，它拥有2129万名全国经纪会员和43000家门店，预计今年的交易额将超过2万亿元。
恒腾网络已经完成了向互联网流媒体平台的转型，今年南瓜电影的会员数量呈几何级数增长，到2月底，其南瓜注册会员达到3861万，付费会员达到841万。
目前，房地产行业的发展逻辑发生了深刻的变化，住宅企业的发展重心已由”增量”转向”提高质量”，战略转型势在必行。完成新恒大多元化布局的第一步，各界人士都感到乐观。建行国际最近发布了一份研究报告，指出恒大目前估值严重偏低，目标价为23.10港元。
翻译：
Under the double test of continuous industry consolidation and the epidemic, many housing enterprises are under pressure. Evergrande once again handed over a beautiful report card with a profound foundation.
At the performance conference held on March 31, Evergrande released two major messages: first, the operating data continued to be bright and the debt reduction effect was remarkable; Second, the company has completed the transformation of “multi-industry + digital technology” and “New Evergrande”.
In March last year, Evergrande fully implemented the development strategy of “high growth, controlling scale and reducing debt”. The latest figures show that Evergrande’s new strategy is paying off. In 2020, Evergrande achieved sales of 723.2 billion yuan, sales return of 653.2 billion yuan, turnover of 507.2 billion yuan, net profit of 31.4 billion yuan, and core indicators continue to maintain the industry-leading level.
Driven by sales growth and returns, Evergrande’s interest rate debt plunged by HK $200 billion at the end of March, much faster than expected. In addition, Evergrande has increased its share capital by HK $88.8 billion by introducing strategic investments and separating the listing of high-quality assets from high-quality assets to further optimize its debt structure.
Under stricter supervision, the “three red lines” have become a hot topic in the financial reporting season of real estate enterprises this year.
In order to achieve stronger development, Evergrande has also formulated a “move down” schedule: The plan is to reduce the net debt ratio to below 100% on June 30, 2021, the cash short-term debt ratio to be above 1% on December 31, 2021, and the asset-liability ratio to be below 70% on December 31, 2022, which means that if the above targets are successfully achieved, Evergrande will achieve higher quality development.
Compared with Guangming’s business figures, Xu Jiayin’s announcement on the spot that “New Evergrande” had arrived was obviously more interesting. After more than 10 years of diversified exploration and development. Evergrande has formed a diversified layout of eight industries and completed the transformation of “diversified industries + digital technology”.
It is understood that Evergrande has eight industrial platforms such as Evergrande Automobile. Evergrande Real Estate and Hengteng Network, covering clothing, food, housing, transportation, entertainment and other fields. Through technological empowerment, Evergrande will provide a full range of services for hundreds of millions of customers and promote performance to achieve matrix growth.
In the new energy vehicle sector, Evergrande has simultaneously developed 14 vehicles and released nine models. Which will be equipped with H-SMARTOS ‘top intelligent network connectivity system. Space-grade intelligent cockpits and the industry’s most powerful computing platform. In order to create a “car home” in a “smart mobile space”. It is understood that Henderson will start trial production in the fourth quarter of this year, with mass deliveries next year.
In the field of real estate and automobile online trading,
Fangchebao has innovated the application of digital technology and established an online and offline omni-channel trading and integrated service platform. Currently, it has 21.29 million national brokerage members and 43,000 stores. And its transaction volume is expected to exceed 2 trillion yuan this year.
Hengteng Network, which has completed its transformation into an Internet streaming platform. Saw a geometric increase in the number of pumpkin Movies members this year. With its pumpkin registered members reaching 38.61 million and paying members reaching 8.41 million by the end of February.
At present, the development logic of the real estate industry has undergone profound changes. The development focus of housing enterprises has shifted from “increment” to “quality improvement”, and the strategic transformation is imperative. People from all walks of life are optimistic about the first step of completing the diversified layout of New Evergrande. China Construction Bank International recently issued a research note saying Evergrande is’ significantly undervalued ‘with a target price of HK $23.10.
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