Core Insights - The event held by Greentown at Haikou marks a significant opportunity as the island approaches its customs closure, indicating a pivotal moment for investment in Hainan [1][3][15] - The concept of "customs closure" serves as a clear value demarcation, with the pre-closure period representing a "value lowland" for strategic asset allocation [3][15] - The event emphasizes the dual value proposition of the project, combining asset value and lifestyle aesthetics, appealing to elite investors [5][10][13] Asset Value Analysis - The event provided a deep analysis of the asset value of Fengming Guantang, highlighting its unique position as a scarce asset in the context of Hainan's customs closure [8][10] - Insights were shared on how the Hainan Free Trade Port policy benefits can translate into sustainable asset appreciation, particularly in the context of the "dual circulation" economic framework [8][10] - The scarcity of land resources in the Haikou area is underscored as a significant factor in establishing a robust value moat for Fengming Guantang [8][11] Lifestyle Aesthetics - The choice of the Bulgari Hotel in Beijing for the event symbolizes the alignment of Greentown's luxury living philosophy with the brand spirit of Bulgari, emphasizing a shared commitment to elegance and craftsmanship [11] - The collaboration between Greentown and Bulgari reflects a deep understanding of contemporary elite lifestyles, aiming to present Fengming Guantang as a "livable jewel" [11][15] Market Positioning - The event serves as a strong market signal, indicating a transition of Hainan's value from "tourism resources" to "strategic assets" [15] - The gathering of elite investors at the event not only provided insights into the project but also fostered a sense of community among those who recognize the investment potential in Hainan [13][15] - The opening of the Fengming Guantang aesthetic demonstration area in December is anticipated to further solidify its market position as a premium investment opportunity [15]
从政策信号到资产重构：封关背景下，海棠湾资产重估的底层逻辑