"Build a new model of real estate development and establish a new mechanism for the linkage of 'people, housing, land and money'" elements ......" The National Housing and Urban-Rural Construction Work Conference held not long ago proposed that the work of the next year should adhere to the principle of seeking progress in stability, promoting stability with progress, and establishing first and then breaking.
In recent years, the in-depth adjustment of the real estate industry is obvious to all, the market demand is sluggish, the transaction is poor, and the real estate companies are in trouble, all signs show that this traditional industry has reached the crossroads of "having to change", and urgently needs a new breakthrough brought by the new model.
South+ reporter Yang Jia drawing
As a matter of fact, what is facing the problem of how to "break" is not only real estate? Traditional industries must break the old mode of production and management, and emerging industries also need to make breakthroughs after they reach a certain stage of development.
The development of things is always unbreakable. In the face of the topic of how to "break", we need to expand our thinking, see the moves, and find breakthroughs and new paths, which may be the only way for the industrial economy to continue to evolve and maintain healthy development.
Brushed wall
Striving for innovation is the premise of industrial evolution
In October of this year, there was good news from the pharmaceutical industry. Junshi Biosciences toripalimab was approved by the U.S. Food and Drug Administration (FDA) for the treatment of nasopharyngeal carcinoma.
This is the first Chinese-made PD-1 monoclonal antibody approved by the FDA, and it is also the first self-developed domestic innovative biological new drug approved by the FDA. In the view of Xu Ruihua, director of the Cancer Prevention and Treatment Center of Sun Yat-sen University, this marks a new starting point for China's biopharmaceuticals to go international and opens a new era.
"For the first time, we have used China's immunization program to solve the world's problems, which means that our new drug R&D, clinical, manufacturing and quality systems have been fully recognized by international regulatory agencies. Zou Jianjun, President of Global R&D of Junshi Biosciences, said.
Today, China has become the world's second largest drug R&D country, and the R&D of innovative drug candidates is also catching up. The breakthrough in the pharmaceutical industry further demonstrates the eternal theme of "innovation", which is the development of the industrial economy.
Innovation is the key to "breaking the wall" of the industry, which is not only the magic weapon for emerging industries, but also the measures that many traditional industries must take when they encounter bottlenecks.
The picture shows the production workshop of the new aerated sheet project of Sealed Open Cement, where the raw materials for production come from tailings waste, and the carbon dioxide used for carbonization and curing comes from the capture of cement production emissions.
On December 14, the World Economic Forum (WEF) announced a new batch of members of the Global Lighthouse Network, and Tianyang Cement of China Resources Building Materials Technology Co., Ltd. became a new army of "Lighthouse Factory", which is also the first "Lighthouse Factory" in the building materials industry worldwide.
The transformation from traditional cement factories to digital intelligence is the new environment behind the cement industry. According to data from the National Bureau of Statistics, from January to November this year, the national cement output was 1.867 billion tons, a year-on-year decrease of 0.9%.
Jing Shiqing, President of China Resources Building Materials Technology, believes that the demand of the domestic cement industry has passed a period of rapid development and is in a declining plateau, "This is an objective phenomenon of urbanization development to a certain stage, and it is also an industry problem that we have to face." ”
In response to the transformation, Tianyang Cement has deployed and implemented more than 30 Fourth Industrial Revolution use cases, leveraging advanced analytics, autonomous driving technology, and industrial IoT technologies to improve energy efficiency, labor efficiency, equipment efficiency, and quality performance.
"We hope to use advanced technology to solve the pain points and difficulties in the process of cement production and operation, explore the road of intelligent factories in the whole process of cement, and achieve a breakthrough in the 'ceiling' of cement factories. Jing Shiqing said.
catastrophe
Break through the predicament and get out of the "painful period"
"The family will definitely sell iron to support the company, and the company will try to explore an effective path to resume normal operations as soon as possible. Yang Huiyan, chairman of the board of directors of Country Garden, threw out the classic phrase "smashing the pot and selling iron" at the monthly management meeting in December. This large real estate company suddenly exposed a liquidity crisis in August, which surprised everyone.
In the real estate industry in 2023, the deep adjustment will continue, the downward cycle is still there, and the pressure on real estate companies is huge. "The current predicament of real estate cannot be explained by cyclical fluctuations, but should be analyzed by 'transition theory', that is, the transition from the first half to the second half, or the transition from the old model to the new model. Li Yujia, chief researcher of the Housing Policy Research Center of the Guangdong Provincial Urban Planning Institute, said.
The relationship between supply and demand in the real estate market has undergone significant changes, and a series of adjustments and optimizations to policies at both ends of real estate supply and demand have also been introduced in due course.
"Recognize the house but not the loan", reduce the interest rate of the existing housing loan, relax the purchase and sale restrictions, adjust the down payment ratio, and make efforts in the "three major projects"...... The policy effects are already being felt. How to get out of the pain caused by market adjustment, declining sales and sluggish demand is the primary key to the "breakthrough" of the new real estate model.
What can be seen is that Country Garden is actively ensuring delivery, Sunac has successfully restructured its overseas debts, and Wanda Commercial Management has successfully stepped through the VAM crisis...... According to the feasibility study think tank report, "stabilizing the cash flow of real estate enterprises" and other work is the focus of balancing the relationship between "stability" and "progress" in the real estate market.
"The painful period of the industry is not over, but it will eventually enter a new stage. Yu Liang, chairman of the board of directors of Vanke, said.
If you don't break or stand, you can break the game. This year, it is not only the real estate industry that needs to be broken urgently, but also the traditional industries, and the emerging industries also need to break the shackles and achieve a new stage of "traveling light".
In July this year, the National Health Commission and other ten departments jointly launched a one-year national anti-corruption centralized management action in the pharmaceutical field, and statistics show that 184 hospital presidents and secretaries have been investigated nearly a month after the action was launched. At the same time, topics such as medical representatives and pharmaceutical company sales expenses have taken turns on the hot search, and the actual controllers of many listed pharmaceutical companies have been investigated.
This anti-corruption storm in the pharmaceutical and health industry has unprecedented depth, breadth and intensity, and is known as "the strongest pharmaceutical anti-corruption in history". However, this is also the need to ensure fair competition in the pharmaceutical market and promote the healthy development of the pharmaceutical industry.
The pace of scraping bones to cure poison has not stopped, and with the medical reform entering the deep water area, the reform of the pharmaceutical industry is imperative. The normalization of centralized procurement, the national medical insurance negotiation mechanism, and the continuous new policies to encourage drug innovation and R&D are all promoting the growth of endogenous forces and innovation in the pharmaceutical industry.
Break the circle
Break free and find a new way
"I used to sell milk powder, but it was not easy to sell, and no one came into the store, but now I mainly sell nutritional products. In the past year, Ms. Li, a distributor of H&H Group, has changed the sales structure, and she has been busy shipping B vitamins and DHA fish oil gel candies recently, and milk powder is no longer so important to her.
Since the beginning of this year, affected by the sluggish consumption of dairy products and the high cost of breeding, there has been a periodic surplus of raw milk, and the price has continued to fall. In the first nine months of this year, the sales of H&H products represented by Ms. Li fell by 13.8% year-on-year.
The domestic dairy industry is ushering in the era of pattern reshaping and survival of the fittest, the old scale of the industry is shrinking, and enterprises must find ways to find new growth points, and "big health" has become the key to breaking the circle.
By cultivating or developing a series of healthy and functional dairy products such as organic, A2, A2β casein, selenium-rich and raw DHA, Yili has met consumers' demand for high-quality and high-nutrition dairy products. Swisse China, the adult nutrition and care products business of H&H, achieved double-digit year-on-year growth in the market.
"The future of professional nutrition is the underlying logic of the high-end development of the entire dairy industry. Song Liang, head of the expert group of the China Agricultural Reclamation Dairy Alliance, believes that dairy enterprises should strengthen the construction of supply chain and digitalization, and accelerate technical reserves and scientific and technological innovation.
In fact, in many key industrial fields, the pace of finding the "second growth curve" has been taken, and the curtain of "breaking the circle" is slowly opening.
In the field of building materials, CR Building Materials Technology has laid out a series of production lines for aggregates, plates, tile adhesives, etc., among which the aggregate business has been established as the "second profit growth curve". Relying on the synergistic advantages of the main waterproof business, Oriental Yuhong has expanded its product categories to architectural coatings, thermal insulation, building repair, and special mortars. The common feature of these leading enterprises is that they want to build a comprehensive building materials enterprise.
Although Country Garden has encountered difficulties, the technology research and development and market expansion of construction robots of Bozhilin Company have not stagnated. At the beginning of December, a variety of robots went to Hong Kong for construction and held an open day, and the robots fully automated cooperation completed the construction of the 5-storey building and more than 2,500 square meters of painting project with half of the traditional manual configuration and construction time. Yang Huiyan bluntly said that science and technology construction is the advantage of Country Garden different from other enterprises, and it will continue to strengthen it in the future to "truly create a world in the market".
Southern + Reporter Ge Zhenghan, Yan Huifang, Zhou Zhongyu
【Authors】Ge Zhenghan, Zhou Renguo, Yan Huifang, Zhou Zhongyu
Southern Industry Think Tank