在房地产业多项监管并施的高压下，地产行业已经从传统的“盖房子”，向运营和服务转型，主动求变、拓宽新业务成了房企破局的新出口。近日，地产起家的龙湖集团也开启了新赛道的篇章。
9月29日，香港上市公司龙湖集团控股有限公司（00960）发布公告，拟以21.6亿元的价格，收购公司大股东孵化的智能科技及医疗服务资产。
据悉，此次收购不仅将加速龙湖集团数字化能力的搭建，并且还有助于龙湖集团孵化出“专精特新”的业务板块。
一、医养产业“再下一城”
当下，在房地产行业持续的政策调控之下，新的市场环境对企业提出了更高标准和更严要求。为了适应行业的新变化，头部房企纷纷踏上了转型之路，其中，医疗大健康板块备受房企青睐。据不完全统计，目前已有绿地、金地、万科、万达、远洋等20余家房企，以投资新设或收购的方式，涉足大健康领域，业务覆盖医院投资运营、医养地产开发、医药器械等。
不同往常房企布局大健康行业，龙湖集团则另辟蹊径，紧抓“实施三胎生育政策及配套支持措施”的政策导向，成为了布局妇儿医疗领域的房地产企业。
9月29日公告显示，此次龙湖集团收购的医疗服务资产为重庆佑佑宝贝妇儿医院，作价10.8亿元；智能科技资产则为高新技术企业北京百佑科技有限公司（下称“百佑科技”），作价10.8亿元。据悉，上述资产均为龙湖集团大股东蔡馨仪投资并控股。
医疗服务资产方面，公开资料显示，龙湖集团此次收购的医疗服务资产为中国儿童医院排名前三的重庆医科大学附属儿童医院合作的医联体医院，定位为提供高品质医疗健康服务的营利性医院。
据悉，重庆佑佑宝贝妇儿医院2018年10月开诊运行，虽然成立时间不长，但已具备了较高的抗风险能力。据数据统计显示，在2020年疫情导致医院门诊量下降11％的情况下，该医院仍实现了门诊量和业务收入同比增长60％-70％，并且在2021年1-8月，经营情况进一步优化，实现门诊量同比增长102％，收入同比增长120％。
事实上，这并不是龙湖集团首次聚焦医养产业。自2014年，龙湖集团就已经开始关注健康领域，目前已经具备养老品牌“椿山万树”及康复项目“瑞海贝”康复医疗中心，此次收购重庆佑佑宝贝妇儿医院，也将成为龙湖集团在医养产业布局的第三个细分领域。
而对于再次加码医养产业，龙湖集团认为，这一举动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。
二、抢跑“专精特新”
根据披露，龙湖集团本次收购除了涉及重庆佑佑宝贝妇儿相关资产外，还包括百佑科技。并且值得关注的是，百佑科技的收购还涉及龙湖集团的“专精特新”业务板块。
据悉，“专精特新”泛指具有专业化、精细化、特色化、新颖化的中小企业。当前，工信部、财政部等六部门提出在“十四五”期间，培育百万家创新型中小企业、10万家省级专精特新企业、1万家专精特新“小巨人”企业和1000家“单项”企业。而本次龙湖集团的收购，也颇具灵敏嗅觉，悄然布局“专精特新”业务板块。
据天眼查显示，百佑科技持有北京千丁智能技术有限公司100％股权（以下简称“千丁智能”），后者为国内一批涉足智慧城市AIoT的“专精特新”企业，与绿城等知名房企有着多年的深度合作。据千丁智能相关负责人透露，千丁智能拥有丰富的智能门禁产品线，目前出货量超过20万台，通行人次达到6亿次，云平台实现19.2亿次数据触发与交互。
不仅如此，百佑科技公司作为国内聚焦城市社区智能硬件的企业，拥有超过200项专利技术，服务超过国内2000家企业经验。龙湖相关人士则表示，龙湖将千丁智能纳入集团，可以实现更顺畅的业务协同。
“百佑科技的收购，还能让龙湖数字化‘基建’中存在的智能硬件短板快速补齐。”谈及百佑科技的收购，龙湖相关负责人表示，数据显示，预计到2021年底，龙湖各类空间下的多种智能终端数量将同比增长300％，未来几年也将呈现出几何级的增长。
此外，百佑科技的收购，也将有利于龙湖引入智能硬件及SaaS服务综合解决方案，加速数字化能力的搭建，助力降本提效，还将有助于集团孵化出“专精特新”的业务板块，实现人工智能技术与智能硬件在各航道业务场景中融合，从而更大程度地激发各航道、各业务场景之间的协同效应，形成发展新合力。
值得一提的是，除了智能科技资产以外，在业内人士看来，龙湖集团此次收购的医疗大健康赛道，也将会涌现出越来越多的“专精特新”机会，勇立潮头的创新企业们，或将迎来高光时刻。
翻译：
Under the high pressure of a number of regulations and regulations in the real estate industry, the real estate industry has been transformed from the traditional “building houses” to the operation and service. The initiative to change and expand new business has become the new export of the real estate enterprise to break the bureau. Recently, the real estate started Longfor Group also opened a new track chapter.
On September 29, Longfor Group Holdings Limited (00960), a Hong Kong-listed company, announced that it plans to acquire intelligent technology and medical services assets incubated by its major shareholders at a price of 2.16 billion yuan.
The acquisition will not only accelerate the building of Longfor’s digital capabilities, but also help Longfor incubate a “specialized and innovative” business segment.
The “Next City” of medical and nursing industry
At present, under the continuous policy regulation of the real estate industry. The new market environment has put forward higher standards and more stringent requirements for enterprises. In order to adapt to the new changes in the industry, the head housing enterprises have embarked on the road of transformation. Among which, the medical and health sector is favored by housing enterprises. According to incomplete statistics, more than 20 real estate enterprises. Such as Greenland, Gemdale, Vanke, Wanda and Sino-Ocean, have been involved in the field of large health by means of investment or acquisition. With their business covering hospital investment and operation. Medical and nursing real estate development, medical equipment and so on.
Different from the usual layout of housing enterprises in the big health industry, Longfor Group takes a new path, adheres to the policy orientation of “implementing the three-child policy and supporting measures”, and becomes a real estate enterprise in the field of women’s and children’s medical care.
The announcement on September 29 shows that the medical service assets acquired by Longfor Group are Chongqing Youyou Baby Women’s and Children’s Hospital, valued at 1.08 billion yuan. Intelligent technology assets for high-tech enterprise Beijing Baiyou Technology Co., LTD. (hereinafter referred to as “Baiyou Technology”), the value of 1.08 billion yuan. It is reported that the above assets are Longfor Group major shareholder CAI Xinyi investment and holding.
In terms of medical service assets, public data show that the medical service assets acquired by Longfor Group this time are the medical joint hospital cooperated with the Children’s Hospital Affiliated to Chongqing Medical University, which ranks among the top three children’s hospitals in China. Positioning itself as a for-profit hospital providing high-quality medical and health services.
It is reported that Chongqing Youyou Baby Women’s and Children’s Hospital opened in October 2018.
It is reported that Chongqing Youyou Baby Women’s and Children’s Hospital opened in October 2018. Although it has not been established for a long time, it already has a high ability to resist risks. According to statistics, the hospital still achieved a year-on-year growth of 60%-70% in outpatient volume and business income in 2020 when the epidemic caused an 11% decline in outpatient volume. Moreover, from January to August 2021, the operation situation was further optimized, achieving a year-on-year growth of 102% in outpatient volume and 120% in revenue.
In fact, this is not Longfor Group’s first focus on the medical industry. Since 2014, Longfor Group has begun to pay attention to the health field. Currently, it has established the pension brand “Chunshan Wanshu” and the rehabilitation project “Ruihaibi” rehabilitation Medical Center. The acquisition of Chongqing Youyou Baby Women’s and Children’s Hospital will also become the third segment of Longfor Group’s distribution in the medical and nursing industry.
As for the expansion of the medical care industry again, Longfor Group believes that this move is conducive to enriching the group’s existing medical care business, exploring the women’s and children’s medical market, and providing more diversified service types.
“Specialized and innovative”
According to disclosure, the acquisition of Longfor Group in addition to Chongqing Youyou baby women and children related assets, also includes Baiyou Technology. And it is worth noting that the acquisition of Baiyou Technology also involves Longfor Group’s “specialized and innovative” business segment.
It is reported that the term “specialized, refined and innovative” generally refers to small and medium-sized enterprises that are specialized, refined, distinctive and innovative. At present, the Ministry of Industry and Information Technology. The Ministry of Finance and other six departments have proposed to cultivate one million innovative smes, 100,000 provincial-level specialized, specialized and specialized new enterprises, 10,000 specialized and specialized and specialized new “little giant” enterprises and 1,000 “single item” enterprises during the “14th Five-Year Plan” period. And the acquisition of Longfor Group, also quite sensitive sense of smell. Quietly layout of the “special fine special new” business plate.
According to Tianyan Research, Baiyou Technology holds 100% equity of Beijing Qianding Intelligent Technology Co., LTD. (hereinafter referred to as “Qianding Intelligent”), which is a group of domestic “specialized and innovative” enterprises involved in smart city AIoT. And has many years of deep cooperation with Greentown and other well-known real estate enterprises. According to the relevant person in charge of Qianding Intelligence, Qianding Intelligence has a rich intelligent access control product line. The current shipment of more than 200,000 units, traffic reached 600 million times, the cloud platform to achieve 1.92 billion data trigger and interaction.
Not only that, Baiyou Technology Co., LTD., as a domestic enterprise focusing on intelligent hardware in urban communities, has more than 200 patented technologies and more than 2,000 domestic enterprises.
Not only that, Baiyou Technology Co., LTD., as a domestic enterprise focusing on intelligent hardware in urban communities. It has more than 200 patented technologies and more than 2,000 domestic enterprises. Longfor related people said that Longfor will Qianding Intelligence into the group, can achieve smoother business collaboration.
“The Baiyou acquisition will also enable Longfor to quickly complete the smart hardware weaknesses in its digital ‘infrastructure’.” Talking about the acquisition of Baiyou Technology, an official of Longfor said that the data showed that the number of intelligent terminals in various Spaces of Longfor is expected to increase by 300% year on year by the end of 2021. And will also show geometric growth in the next few years.
In addition, the acquisition of Baiyou Technology will also help Longfor introduce intelligent hardware and SaaS service integrated solutions. Accelerate the construction of digital capabilities, help reduce costs and improve efficiency. And will also help the group to incubate a “specialized and innovative” business segment. Realizing the integration of artificial intelligence technology and intelligent hardware in the business scenarios of various waterways. In this way, the synergistic effect between different channels and different business scenarios can be stimulated to a greater extent. And new synergy can be formed for development.
It is worth mentioning that, in addition to intelligent technology assets, in the view of the industry. Longfor Group’s acquisition of the medical and health circuit, will also emerge more and more “specialized and special” opportunities. Brave innovative enterprises, may usher in a highlight moment.
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