Vanke wants to live, and Yu Liang has to stand up

To tell the truth, although Vanke's affair broke out, in fact, the wildfire was still burning underground, and Yu Liang and the butts of the executives were sitting on the volcano.

This article is a suggestion for Yu Liang, anyway, I suggested that I write it, I can't see it, I can't listen to it, and I have my destiny.

Let's first look at the analysis of Mr. Xiong, who has practical experience, I think other financial bloggers on the Internet who have no practical experience can't write it, so let's take a serious look at it first: the technical analysis of the Vanke turmoil

Well, both the Yantai whistleblower and Vanke have scruples about this matter.

To tell the truth, from the perspective of morality in the rivers and lakes, Yantai is definitely not a good class. With a registered capital of 12 million yuan, why does Vanke cooperate with them and not cooperate with me? Isn't it just that they fancy their local "resources", resources cannot be priced, and they cannot be directly bought and sold, so what should I do?

One side has resources, but nothing but resources; one side has a brand, money, technology, everything, and then get together to do business and share profits. That's it.... Now the Yantai company is embarrassed to say that they are selling resources, and Vanke can't say that those resources are worth so much, and the extra profits must be taken away of course..... If Vanke takes it, Yantai will have nothing to say. So, everyone does Tai Chi in person, right?

But I still want to criticize Vanke, why? Because I have a good impression of Vanke, I have a little preference, which comes from the fact that the previous Vanke Weekly was very good. Even now, I think this is the best real estate company in China.

In 2018, I said that I would live, and then stop the radical pace of land acquisition? No, I was lazy to copy a description of Master Guan:

In 2016, the dust settled on the dispute between Baowan, and Yu Liang succeeded Wang Shi at the helm of Vanke. Vanke then began to expand aggressively. At that time, the wind direction of China's real estate was already very delicate, and large real estate companies such as China Fortune had problems. Vanke has become the receiver of the year, and has taken over large projects under the names of "problem enterprises" such as China Fortune and HNA. In November of this year, Vanke spent more than 8 billion yuan on mergers and acquisitions, creating a historical record for Vanke. It was jokingly called Vanke's beginning of "Evergrande".

At the beginning of September 2018, Yu Liang made his debut in "Survival". However, Vanke's total liabilities reached 1,216.33 billion yuan, exceeding one trillion yuan for the first time, and the asset-liability ratio exceeded 80%. At the end of that year, Vanke was crowned the annual "King of Land".

In March 2019, Yu Liang said that he would "converge and focus", and Zhu Jiusheng, president and CEO of Vanke, also said that "Vanke's dependence on scale in the past few years has become less serious, and it no longer makes linear comparisons in scale". At the end of the year, Vanke won the annual "Land King".

Yu Liang has a sense of crisis, but it is not until the crisis really breaks out that it is transformed into a contractionary action. In 2021, Evergrande exploded and the whole industry was sluggish, and Vanke really began to "cut back on food and clothing". The four major first-line zero land acquisitions throughout the year are the first time in 20 years. Since then, the ranking of land acquisition amount has been declining. In 2023, Vanke will rank 8th among real estate companies in terms of land acquisition.

But this is not fatal, the real estate company is just to take the land for turnover, and the company that does not take the land will not survive, because it cannot get new loans..... So after shouting to live, there is no contraction, until the moment comes when it must contract.

But what we know is that it usually shrinks when it has to contract, and it is passive, which is the first point to criticize Vanke.

The second point is that those things in Yantai, or not only those things in Yantai, what is going on, everyone who understands it understands in their hearts. Executives, of course, have grievances. But what should we be wronged about? Should we really be wronged? Shouldn't professional managers just get paid? Outside of salary, any interests related to the company should not be touched by a single star, right?

This requirement may be high, but taking the right path is not what Vanke has been flaunting? A very simple question, why does Vanke develop a joint venture with such a small company? What does Vanke want to do?

I have a friend who works in finance, and I admire him. It is really called to be able to keep the heart and principles in the boundless interests: what should not be taken should not be earned, and not a penny should not be earned. A bunch of other CEOs of financial companies that cooperated with ZF were all taken last year, and only he was repeatedly investigated, and he was still clean. I didn't do anything wrong, and I wasn't afraid of ghosts calling the door...... Mr. Yu and other Vanke executives, are you afraid of hearing the ghost call the door now.....?

Moreover, the most frightening thing about this matter is the thoughts and views of the leaders, and while the State Bank is allowed to come out to bail out, there are rumors of senior professional managers enriching themselves? Moreover, is Vanke a state-owned enterprise? Okay, let's not talk about it below, I know this weight and weigh it myself. is still the same sentence, some things are not on the scale, there are no four or two, and there are more than 1,000 catties on the scale.

But things have come to this point, reflection is reflection, doing things is doing, and here are real suggestions.

The third point is that you can't mess around, you can't pick on it, grit your teeth and insist on doing it

Things have come to this point, first of all, we must stabilize the interior, and we must not be like rumors, someone is planning to run away.

In ancient times, wars were like this, in a stalemate, if someone on one side runs, it will not be far from the collapse of the whole line ....

In the ancient peasant army uprisings, in fact, tens of thousands of peasant troops were often chased and beaten by two or three hundred elite officers and soldiers, why? Because the common people had never seen the battlefield and killed people, it was easy to be so frightened that they could not control themselves.....

The stall is too big, and people's hearts are unpredictable. As an extremely excellent Yu Liang among professional managers, this will be where the front begins to loosen, which section must be maintained.... We can't let everyone's hearts be scattered, especially not let a few people run first as respect.....

Let's take another big guy in the same industry, Brother Belt, how did Brother Belt end up like this, isn't he just going to pick a pick?

At that time, as soon as I saw someone suing Evergrande in the U.S. imperialist court to preserve property, I knew that damn this was definitely a moth made up by the people around Brother Belt, they can run, Brother Belt can run away?

Such a big hole, Brother Belt has been trying to block it there, so he will continue to work hard to block it, thinking that no one wants to block it for him. When he wants to pick a child and throw the mess to the country, how can the country tolerate him?

How to do it, I don't need to be a layman to talk nonsense, just one, Yu Liang and other executives have to hold on, don't have the idea of picking on people, as long as you insist on dealing with the problem, at least people are safe one by one, I will put it away, as long as I have the idea of picking and flashing people, it will be over immediately and instantly....

Even if the house is not sold as well as before, and the debt accumulation is more than before, it is okay, investment institutions and financial institutions will not despair when they see that Vanke has been working hard, and they will not completely draw the ladder....

In the end, it's not a debt problem, it's not an economic problem, it's a personal problem.

The human heart has greed, fear, and all kinds of negative desires.... So my opinion on the Yantai incident is that Vanke should return the money, see how much people actually invested, and forget it with interest. I estimate that it is a matter of tens of millions, and the reorganization of the Yantai joint venture company is enough.....

This is a story about greed, fear, and desire, and I want to see later if the companies in this land can have a little bit of a story about responsibility and responsibility.

(ENDS)