CMSK(SZ:001979) Xin Lang Cai Jing·2025-11-19 05:05Group 1 - Li Ang, the marketing head of China Railway Real Estate, has recently left to join China Merchants Shekou in Beijing as the deputy general manager, overseeing marketing efforts [1][5] - Li Ang has extensive marketing experience in the real estate sector, having worked with various companies including Longfor and Oceanwide, and has a strong focus on the Beijing market, which is a key area for China Merchants Shekou [1][8] - China Railway Real Estate has faced significant performance challenges, reporting a loss of 1.749 billion yuan in 2022 and projected losses of 1.452 billion yuan in 2024 [4] Group 2 - China Railway Real Estate is a wholly-owned subsidiary of China Railway Group and was established to strengthen its real estate sector, with a focus on major urban areas [3] - The company has eight regional offices and has implemented a national development strategy, but many of its regional offices have struggled to acquire land in recent years [3][4] - In contrast, China Merchants Shekou has shown a more stable performance, achieving a net profit of 2.497 billion yuan in the first three quarters of the year, with a significant portion of its sales coming from its core markets [7][8] Group 3 - The frequent changes in leadership at China Merchants Shekou's Beijing office indicate a dynamic and possibly unstable marketing strategy, with recent departures and new appointments [6][7] - The real estate industry is shifting focus from scale to quality, emphasizing product quality and service upgrades, which aligns with Li Ang's expertise and could benefit China Merchants Shekou's market expansion [8]