laitimes

Disrupt the landscape! Gone are the glory days of the real estate rich

author:Rice basket investment
Disrupt the landscape! Gone are the glory days of the real estate rich

Mankind's pursuit of wealth is endless.

Those rich people who stand at the peak of wealth are the objects of worship, envy and even jealousy of ordinary people, but they are also the heights that they can hardly reach in their lives.

A few days ago, the "2020 Hurun Rich List" was released, and the new Top 100 Richest People in China appeared.

The list of the rich who has become idle after dinner can better reflect the changes in the urban pattern, the rise and fall of the industry pattern, and the ups and downs of the rich people's lives.

1

The epidemic has subverted the rich list

The rich list in 2020, with a total of 2398 people, is an increase of 579 people over 2019, which can be described as a significant expansion.

And the growth of their total wealth is even more exaggerated. The total wealth of the entrepreneurs on the list in 2020 reached 27.5 trillion yuan, an increase of nearly 10 trillion yuan from 2019, equivalent to an increase of half a year of GDP in the UK, more than the previous five years combined.

Disrupt the landscape! Gone are the glory days of the real estate rich

Every year we say that this is the most difficult year for the economy, but watching the exponential wealth of these rich people, the workers sitting in the office building can only sigh and continue to 996.

Wealth is gathering at an accelerated pace towards the head, and the world of two-eight divisions will only become more cruel.

Similarly, the world of the rich is dividing.

Although the per capita wealth of the 2,398 richest people reached 11.5 billion, only 41 entrepreneurs with a wealth of more than 100 billion and only 10 entrepreneurs with a wealth of more than 200 billion.

Disrupt the landscape! Gone are the glory days of the real estate rich

▲Click to view a larger image

Among them, the wealth of Ma Yun and Ma Huateng is about 400 billion yuan, still ranking in the top two, and the status of Ali and Tencent's two major empires is unshaked.

Zhong Shui, the founder of Nongfu Spring, ranked third with 365 billion yuan for the first time on the list, becoming the biggest dark horse this year.

The value of logistics during the epidemic has been reflected, and the wealth of SF founder Wang Wei has soared by 118% this year to 240 billion, rising from the eighth place last year to the fourth place.

The two real estate tycoons in the top 10, Evergrande Xu Jiayin and Country Garden Yang Huiyan, are still declining in ranking.

It is worth mentioning that Huang Zheng of Pinduoduo, although the wealth value of 220 billion yuan can only rank eighth, but this is due to the transfer of nearly 100 billion yuan of wealth under his name for charity and equity incentives for partners. If these are added, Huang Zheng's ranking should be in the fourth place, which cannot be underestimated.

But from the perspective of wealth growth, the list is a different story.

Disrupt the landscape! Gone are the glory days of the real estate rich

Of those, 28 entrepreneurs have doubled their wealth compared to last year.

The Li Jianquan family, a stable medical family that started with masks, has soared 956% in wealth, and the epidemic has greatly damaged the economy, but it has also spawned a new billionaire.

After more than 20 years of development, this small mask factory with less than 5 people has become the first export enterprise in China's medical dressing industry, and has been listed as the first place in the export list of epidemic prevention materials by the Ministry of Commerce of China. After bidding farewell to the US stock market in 2012, he returned to A shares after 8 years, which also increased Li Jianquan's wealth by nearly 10 times.

Because of the impact of the epidemic, online education has also benefited a lot. Chen Xiangdong, who studied with whom, has soared 662% in wealth this year, ranking second.

There is always hope behind disaster, as long as you stand on the right side.

Shell's Zuo hui wealth increased by 483%, and Meituan's Wang Xing wealth increased by 325%, ranking third or fourth. Then Luxun Precision, Bloomage International, Ningde Times, Xiaomi, Haitian Flavor Industry, Makihara and other entrepreneurs whose wealth has doubled are all hot enterprises in the past two years.

And next year, the order of the list will be disrupted again. Ant Financial is about to go public, and with byteDance, which has not yet been listed, the pattern of China's top rich list will be rewritten again.

2

The rich prefer big cities

And these rich people, and these star companies, have a profound impact on the city where they live.

Disrupt the landscape! Gone are the glory days of the real estate rich

From the perspective of the cities where the rich live, Beijing, Shenzhen and Shanghai are firmly in the first camp, with more than 200 people on the list. The number of hangzhou and Guangzhou on the list exceeded 100, ranking second in the second echelon.

Hangzhou's surpass of Guangzhou also benefits from the strong strength of the Ali system, which shows the impact of a leading company on a city.

The number of rich people in Suzhou, Hong Kong, Foshan, Chengdu, Ningbo and other five cities exceeded 50, ranking in the third echelon.

Similarly, the urban distribution of the rich has also seen a head convergence. The total number of people in the top six cities of Beijing, Shenzhen, Shanghai, Hangzhou, Guangzhou and Suzhou has already accounted for half of the total number of people on the list, which is enough to see the attractiveness of these leading cities.

From the perspective of the regional distribution of the north and south, of the 52 cities where 2398 rich people are located, only 15 cities are from the north, and the southern cities account for as many as 36. Even in the top 20 cities with the largest number of people on the list, only Beijing is a northern city, standing alone at the top.

From the perspective of urban agglomerations, the Yangtze River Delta and the Pearl River Delta are naturally the biggest winners, and among the top 15 cities, in addition to Beijing and Changsha, they are basically wrapped up by the two major urban agglomerations, and the strength of the people's wealth is beyond doubt.

Judging from the number of new increases this year, Shenzhen increased by 84 people, Shanghai increased by 49 people, Beijing increased by 39 people, Hangzhou increased by 34 people, Suzhou increased by 31 people, Guangzhou increased by 27 people, and Foshan increased by 23 people, becoming the city with the largest increase in the number of rich people.

This is naturally inseparable from the contribution of local leading enterprises.

Disrupt the landscape! Gone are the glory days of the real estate rich

Among the companies with the largest number of people on this year's list, Foshan-based Haitian Flavor Industry contributed 19 people, Hangzhou-based Ali contributed 14 people, and Shenzhen-based Transsion contributed 9 people.

When leading enterprises enter the capital market, the wealth of the city is instantly renewed.

3

The real estate rich are gradually declining

The change of industries of the rich people on the list can better see the time context of China's economy.

Disrupt the landscape! Gone are the glory days of the real estate rich

Looking back at the past industry distribution of the rich list, manufacturing has always been the hegemonic industry of manufacturing rich people. However, with the transformation of the economic situation, the proportion of manufacturing has gradually declined in 2016-2019.

Also declining is the share of the real estate sector. At the same time, the proportion of emerging industries such as finance and investment, medicine, social services, and new energy has increased significantly, which can be seen in the industry changes that China's economy has undergone.

In 2020, the industry distribution continued this trend.

Disrupt the landscape! Gone are the glory days of the real estate rich

The share of manufacturing continued to fall to 23.8 percent, and the real estate sector slipped to 10.6 percent.

The big health industry, which includes medicine, has become the second largest industry. For example, the wealth of Li Jianquan's family, who is stable medical treatment, has increased by nearly 10 times, and the wealth of Jiang Rensheng's Jiang Rensheng, the "vaccine king" of Chongqing, has increased by 1.6 times, which is enough to see the changes in the economy caused by the epidemic.

The rapid growth of the new energy industry, electric vehicle battery manufacturer Ningde era has 8 people on the list, Xiaopeng Automobile's He Xiaopeng wealth increased by 80% to 45 billion, ideal car's Li Xiang wealth with a wealth of 24 billion for the first time on the list, Weilai's Li Bin wealth growth is nearly 3 times.

Some people are proud, and some people are frustrated.

The rich people in the real estate industry are probably the most frustrated people.

Disrupt the landscape! Gone are the glory days of the real estate rich

In 2009, 8 of the top 12 richest people on the rich list were mainly engaged in real estate or involved in real estate, and in 2020, among the top 12 richest people, only Xu Jiayin of Evergrande, He Xiangjian of Midea, and Yang Huiyan of Country Garden ran real estate business.

At the same time, the ranking of real estate tycoons is also declining year by year. For example, Xu Rongmao, who ranked third in 2009, has fallen to 23 places by 2020; for example, Wang Jianlin became the richest man in the country in 2016, and has fallen to 31 places in 2020.

The rhetoric of the small target seems to be still yesterday, but now it can only rely on the sale of assets to protect itself. In the meantime, Lao Wang knew better than anyone.

The momentum of the real estate tycoons is no longer there, and it has become another reflection of the current real estate environment.

First, there was an epidemic, which directly made the property market XiaoyangChun disappear. In the middle of the year, the "three red lines" were introduced, which directly made the housing enterprises tremble. This year, from Shenzhen to Xuzhou, from Tangshan to Yinchuan, as long as it ranks in the top three on the list of the 70-city house price index, none of them can escape the punishment of the regulatory knife.

It's all about determination. Real estate has been suppressed, and emerging industries have been put on the high stage, and the meaning behind it is obvious.

In 2014, Wang Shi said that the golden age of the real estate industry was over and the silver age was coming.

Obviously, in the current year of 2020, the Silver Age seems to be on the way away.

Read on