Why Do Bigwigs Prefer The Logistics Real Estate Jingdong Ali And Other Electricity Providers Have Long Been Involved?

It's a piece of fat that makes people drooling.

At the end of July this year, the data released by China Federation of logistics and purchasing showed that the total social logistics volume in the first half of this year was 118 trillion and 900 billion yuan, an increase of 7.1% over the same period last year, and the growth rate increased by 0.9 percentage points over the same period.

Today, logistics real estate has also become a "meat and potatoes".

On 7 14, Vanke announced that it would take part in the privatization of pros jointly with Magnolia officinalis, high alpine capital and China bank investment, with a total paction price of about 79 billion yuan.

Among them, Vanke investment accounted for 21.4% of shares, and accounted for the largest share among shareholders.

Industry evaluation, if the privatization is completed, the scale of private equity mergers and acquisitions will set an Asian record.

Vanke will become the largest shareholder of the company and will become the leader of logistics real estate in China.

After Wang Shi's curtain call, Vanke became the focus again, in July of this year.

In July 14th, Vanke announced that it would take part in the potential privatization of Singapore's logistics giant, including Magnolia officinalis, high alpine capital and China bank investment. The move has been agreed by plows and the board of directors, and the purchase price is 3.38 Singapore dollars per share.

Among them, Vanke investment accounted for 21.4% of shares, Magnolia accounted for 21.3%, high leverage capital accounted for 21.2%, Bank of China accounted for 15% of shares, and the rest from the management of shares.

Industry evaluation, if the privatization is completed, the total price of the disclosed paction will be about 15 billion 900 million Singapore dollars (about 79 billion yuan).

Vanke will become the largest shareholder of the company and will become the leader of logistics real estate in China.

Chairman Yu Liang, chairman of the board and chief executive officer, said that the completion of the paction would be an important strategy for Vanke City's supporting service providers, and would help Vanke improve its layout and further expand its influence in the field of logistics and real estate.

We are familiar with Vanke.

In August 24th, Vanke announced the semi annual report in 2017: in the first half of the year, Vanke realized sales amount of 277 billion 180 million yuan, surpassing last year's "one brother" Hengda, but slightly lower than this year's new "one brother" Biguiyuan, and achieved "national service second" results.

When it comes to port, it has several very loud Titles: the world's leading logistics developer, the Singapore logistics giant.

Up to now, the company has 2515 properties and 1076 logistics parks worldwide, with a total construction area of 52 million 230 thousand square meters, covering 118 cities in China, Japan, Brazil and the United States.

Among them, there are 254 comprehensive parks in 38 cities in China, with a total construction area of 29 million 210 thousand square meters.

In 2010, plas entered Zhengzhou, and now two logistics parks in the open area and the airport have already started operation, and another logistics park will also be built in the airport.

One is Singapore logistics giant, one is China's real estate industry leader. Why does she have a spark with Vanke?

In August 31st, Mr. Yang, head of the China region, told the Henan Commercial Daily that the Vanke would be privatized, and that it would soon be privatized. It did not mean that he was sold to others, but a way of capital operation.

"There is a lot of speculation in the market. It is believed that the sale of the company is certainly a lot of problems in its operation. Actually, it is not that the original investors have a certain investment cycle. Now that the investment cycle has arrived, whether the investors are satisfied or not, whether they decide to withdraw from the investment or so will have a re evaluation."

Mr. Yang said that in the next 4~5 months, the investment of Vanke's investment will be settled. At the time, he will withdraw from Singapore and choose to go public again.

Then, will China's A shares be re listed? "Not to mention, A shares may be listed in Hongkong."

Mr. Yang said that in the strict sense, Vanke's entry into the company is only investment, not acquisition, because the investors, except for Vanke, are all capitals themselves.

Mr. Yang believes that Vanke's investment in PLoS is just a borrowing strategy, which is a strategic pformation because it is more optimistic about the logistics industry.

Vanke is not doing residential and commercial real estate? Why enter the logistics real estate?

The head of a logistics company in Zhengzhou said that he was not the first logistics real estate that Vanke took. As early as June 2015, Vanke revoked the Ministry of logistics and real estate, and established the Vanke logistics and real estate development Co., Ltd., which specializes in the acquisition of logistics real estate.

Vanke internal staff said: "the revocation of the business unit to the company is because the group pays more attention to logistics real estate."

Vanke senior vice president Xiao Li once told the media: "at present, domestic warehousing construction can not keep up with the development of online shopping industry, and Vanke believes that the development of logistics real estate is huge."

In the sales briefing of Vanke in 2015, it also revealed the group's planning for logistics real estate: "next stage, we will expand the consumption real estate and industrial real estate in addition to the residential and traditional commercial real estate, and one of the key directions of the industrial real estate business will be logistics and land production."

By the end of 2016, the total construction area of 18 projects of Vanke logistics real estate was about 1 million 470 thousand square meters.

The plan will increase by 1 million 500 thousand square meters in 2017.

At present, Vanke's logistics and real estate projects are warehousing space and get rental returns through operation.

Zhang Zhiqiang, general manager of Henan run new logistics Co., Ltd., said that the general development cycle of logistics real estate projects is short, and the project can enter the state of operation one year after obtaining the project.

The prospect of logistics real estate is not only optimistic about housing prices, but many industries want to "cross-border".

Is the temptation of logistics real estate so large? It is understood that in addition to Vanke, Greenland, Yuexiu and other housing enterprises will also logistics real estate as the direction of business development.

In addition, Jingdong, Alibaba and other electricity providers have long been involved in the field of logistics and real estate.

The 2017 Asia Pacific investor sentiment survey released by the US investigative body, CB Richard Ellis, showed that 61% of Chinese investors considered direct investment in 2017 to get higher returns, and logistics real estate accounted for 20% this year, attracting more investors than any other year.

"Vanke also talked to our company. They saw that our company had several pieces of land in Zhengzhou and wanted to buy us and we refused."

The person in charge of a logistics company in Zhengzhou said.

Like Vanke, there are also Shenzhen International Holdings Limited in logistics real estate. The company began acquiring logistics real estate throughout the country in 2015.

As we all know, Ping An Bank is a financial and insurance company. In 2014, a logistics finance division was set up, aiming at logistics real estate.

It is understood that in Singapore, Fuchun holdings listed in the logistics real estate, and frequently shot.

"Compared to commercial real estate, logistics real estate returns are higher and earnings are stable."

Tong Xinshun, deputy director of the Henan provincial logistics expert and School of economics and management, Zhengzhou University of Light Industry, explains.

The report shows that the rent growth rate of logistics real estate is higher than that of residential and ordinary commercial real estate, and is more stable.

Take the first quarter of 2017 as an example, the rent of high-end residential buildings in Shanghai increased by 0.9%, the growth rate of office buildings and shopping centers was -0.7% and 0.5% respectively, while the rentals of logistics facilities increased by 1.4%, and Nanjing reached 2.6%.

People in the logistics industry expect that the real estate industry has become the blue ocean of capital competing for investment in the case of residential restriction and bad commercial real estate.

More interesting reports, please pay attention.

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