9月30日，龙湖集团表示，公司通过收购“专精特新”企业，加速科技创新转型。未来，公司将以线下场景的眼光继续搜寻智能技术方向，不断推动自身产品与服务升级，并力争为行业提供面向未来的解决方案。
公司拟收购大股东所持有的智能科技、妇儿医疗资产组合，合计代价约21.6亿元。其中，拟以10.8亿元收购智能科技公司百佑科技境内外主体；拟以10.8亿元收购佑佑妇儿医疗业务境内外主体。
龙湖集团表示，上述两个资产组合，均有“专精特新”的业务属性。收购百佑科技有利于公司加速数字化能力的搭建，加大技术研发投入，加快技术转型，更大程度激发各航道、各业务场景之间的协同效应，形成发展新合力；收购佑佑妇儿相关资产则有利于丰富公司已有医养业务，开拓妇儿医疗市场，提供更加多元化的服务类型。
据了解，百佑科技为一家面向城市空间布局的科技公司，拥有成熟的云技术、大数据及智能硬件等创新科技。百佑科技持有千丁智能100%股权，后者为内地最早一批涉足智慧城市AIoT的“专精特新”企业，多年来与绿城等知名房企有着深度合作，截至2020年8月，仅智能门禁通行总量便超过6亿次，累计出货量28万台/套，在细分赛道中处于领先地位。
在龙湖集团看来，收购百佑科技有利于集团引入智能硬件及SaaS服务综合解决方案，加速集团数字化能力的搭建，助力降本提效。在国家政策支持下，有助于集团孵化出“专精特新”的业务板块，协助集团不断将人工智能技术与智能硬件在各航道业务场景中融合。千丁智能的智能化硬件应用于龙湖各航道业务的线下空间场所，在与龙湖现有的数字化平台打通之后，将有利于家庭、社区、商业等多业态、多场景的数字化联动与协同。
佑佑妇儿则是一家向儿童提供安全、便捷、高效、舒适的医疗服务和健康管理服务的高品质妇儿专科医院，为中国儿童医院排名前三的重庆医科大学附属儿童医院的医联体医院。
龙湖集团表示，收购佑佑妇儿有利于丰富集团已有的医养业务，开拓妇儿医疗市场，并提供更多元化的服务类型。公司与重庆佑佑医院将持续通过业务协同，实现双向客户引流与赋能，提升服务体验及粘性，能优化重庆佑佑的运营表现。
业内人士指出，在产业互联网的浪潮之下，科技创新正成为房地产企业转型升级的重要抓手。无论是新市场环境对企业的更高要求，还是新基建对空间智慧化的强烈诉求，新的机遇与挑战正推动当代房企嫁接更多人工智能、物联网等数字化手段。而随着5G的普及，居民对于科技的感知更为直观，从居住环境到服务的精细化和标准化，空间智慧化释放巨大潜力。作为空间智慧化的重要一环，包括AI安防、线上医疗、智慧社区等城市空间AIoT设施设备的需求，在未来2-3年内将会呈现几何级的增长。龙湖集团通过收购“专精特新”企业，可以加速科技创新转型。此外，这也有助于龙湖继续搜寻智能技术方向，不断推动自身产品与服务的升级。
地产主业方面，2021年前8月，龙湖集团累计实现合同销售金额1817.3亿元，合同销售面积1056.9万平方米。8月实现合同销售200.8亿元，合同销售面积116.4万平方米，整体较为稳健。商业方面，为了抓住“金九银十”消费旺季，龙湖集团9月在南京、杭州、北京、苏州、武汉等地开业了5个商业项目，开店明显加速。
截至9月30日收盘，龙湖集团股价报35.9港元/股，涨1.99%，市值达2178亿港元。
翻译：
China Securities Net news (reporter Dong Tian) on September 30, Longfor Group said that the company through the acquisition of “specialized and innovative” enterprises, to accelerate the transformation of scientific and technological innovation. In the future, the company will continue to search for the direction of intelligent technology from the perspective of offline scene, constantly promote the upgrading of its own products and services, and strive to provide future-oriented solutions for the industry.
The company intends to acquire the assets portfolio of intelligent technology and women’s and children’s medical care held by the major shareholders at a total cost of about 2.16 billion yuan. Among them, the plan to buy intelligent technology company Baiyou Technology domestic and foreign subjects with 1.08 billion yuan; To acquire the domestic and foreign subjects of Youyou women and children medical business for 1.08 billion yuan.
Longfor said the two portfolios were “specialised and innovative”.
The acquisition of Baiyou Technology will help the company accelerate the construction of digital capability, increase investment in technology research and development, accelerate technology transformation, stimulate synergy between different channels and business scenarios to a greater extent, and form new synergy for development. The acquisition of related assets of Youyou Women and Children is conducive to enriching the company’s existing medical care business. Expanding the women and children medical market, and providing more diversified service types.
It is understood that Baiyou technology is a technology company for urban spatial layout, with mature cloud technology, big data and intelligent hardware and other innovative technology. Baiyou Technology holds 100% equity of Qianding Intelligent. Which is the first group of “specialized and innovative” enterprises involved in AIoT smart city in mainland China. Over the years, it has deep cooperation with Greentown and other well-known housing enterprises. By August 2020, the total number of intelligent access control passes has exceeded 600 million times. And the accumulated shipment volume is 280,000 units/set, which is in a leading position in the subdivision circuit.
In the view of Longfor Group, the acquisition of Baiyou Technology is conducive to the introduction of intelligent hardware and SaaS service integrated solutions
In the view of Longfor Group, the acquisition of Baiyou Technology is conducive to the introduction of intelligent hardware and SaaS service integrated solutions. Accelerate the construction of the group’s digital capacity, and help reduce costs and improve efficiency. Under the support of national policies, it helps the Group to incubate “specialized and innovative” business segments. And assists the Group to continuously integrate artificial intelligence technology and intelligent hardware in the business scenarios of various waterways. The intelligent hardware of Qianding Intelligence is applied to the offline space and place of each channel business of Longfor. After opening up with the existing digital platform of Longfor, it will be conducive to the digital linkage and collaboration of multiple business forms and scenes such as family, community and business.
Youyou Women’s and Children’s Hospital is a high-quality women’s and children’s specialized hospital providing safe, convenient, efficient and comfortable medical services and health management services for children. It is a medical joint hospital of the Affiliated Children’s Hospital of Chongqing Medical University. Which ranks among the top three children’s hospitals in China.
Longfor said the acquisition would help enrich its existing medical care business. Expand the market for women’s and children’s care, and provide more diversified services. The company and Chongqing Youyou Hospital will continue to achieve two-way customer drainage and empowerment through business collaboration. Improve service experience and stickiness, and optimize the operation performance of Chongqing Youyou Hospital.
Industry insiders point out that under the wave of industrial Internet, technological innovation is becoming an important starting point for the transformation and upgrading of real estate enterprises.
Whether the new market environment has higher requirements for enterprises. Or the new infrastructure has strong demands for intelligent space. New opportunities and challenges are pushing the contemporary real estate enterprises to integrate more artificial intelligence, Internet of things and other digital means. With the popularization of 5G, residents will have a more intuitive perception of science and technology. From the living environment to the refinement and standardization of services, the intelligent space will release huge potential.
As an important part of space intelligence, the demand for AIoT facilities and equipment in urban space. Including AI security, online medical treatment, smart community, will show a geometric growth in the next 2-3 years. Longfor Group can accelerate the transformation of scientific and technological innovation by acquiring “specialized and innovative” enterprises. In addition, this will also help Longfor continue to search for the direction of smart technology. And constantly promote its own products and services upgrade.
In terms of main real estate business, by August 2021, Longfor Group has achieved a total contract sales amount of 181.73 billion yuan and a contract sales area of 10,569,000 square meters. In August, the contracted sales reached 20.08 billion yuan. And the contracted sales area was 1.164 million square meters, which was relatively stable on the whole. In terms of business, in order to seize the “nine gold and ten silver” consumption season. Longfor Group opened 5 commercial projects in Nanjing, Hangzhou, Beijing, Suzhou, Wuhan and other places in September. Which accelerated the opening of stores.
As of the close of trading on Sept. 30, Longfor shares were trading at HK $35.9 per share, up 1.99%, giving it a market capitalization of HK $217.8 billion.
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