港人北上买房

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聊聊李嘉诚甩卖大湾区房子这事儿,和卖港口逻辑一样?
Sou Hu Cai Jing· 2025-08-01 21:36
Core Viewpoint - Li Ka-shing's Cheung Kong Property is selling 400 residential units in the Greater Bay Area at significantly reduced prices, with the cheapest unit priced at 400,000 yuan, indicating a strategic move to capitalize on market conditions and demand from Hong Kong buyers [2][5]. Group 1: Property Sales Strategy - The properties being sold are primarily older developments, with many having been acquired at low land costs years ago, allowing for substantial profit margins even at reduced prices [5][8]. - The pricing strategy is attractive, with units in Dongguan's Haiyi Haoting seeing price drops from 44,000 to 18,000-36,000 yuan per square meter, effectively halving the price [6][8]. - The sales are driven by a surge in demand from Hong Kong residents, who find the price difference compelling, as new homes in Hong Kong average around 200,000 yuan per square meter [5][6]. Group 2: Market Trends and Demand - The trend of Hong Kong residents purchasing properties in Guangdong has been increasing, with 3,341 transactions recorded by June 2023, amounting to 3.08 billion yuan [5][6]. - The development of the "one-hour living circle" in the Greater Bay Area is facilitating this trend, as more Hong Kong residents are willing to commute for work and leisure [5][8]. - The shift in buyer motivation from investment to self-occupation is notable, with buyers now prioritizing living conditions and amenities [8]. Group 3: Financial Strategy and Asset Management - The primary reason for the aggressive selling strategy appears to be the need for cash flow, as Cheung Kong's sales revenue in mainland China is projected to drop by 87% in 2024 compared to 2020 [7][8]. - Selling properties allows the company to mitigate risks associated with holding onto unsold inventory, especially in a market where some cities have inventory turnover periods exceeding 30 months [8]. - The sale of properties aligns with Li Ka-shing's long-standing strategy of capitalizing on favorable market conditions while managing financial risks effectively [12][13]. Group 4: Broader Strategic Adjustments - The sale of port assets by Li Ka-shing in recent years reflects a broader strategic shift in response to changing global trade dynamics and the need to reallocate resources to more promising sectors [9][10][12]. - The funds generated from asset sales are being redirected towards investments in technology and renewable energy, indicating a proactive approach to adapting to market changes [12][13]. - Overall, the company's actions demonstrate a calculated balance between risk management and seizing short-term opportunities in the real estate market [13].
最低40万元一套 李嘉诚家族甩货大湾区400套房源!一套房价格仅约香港同面积首付
Mei Ri Jing Ji Xin Wen· 2025-07-30 17:01
Core Viewpoint - The article highlights the increasing demand from Hong Kong buyers for properties in mainland China, particularly in the Greater Bay Area, driven by lower prices and better living conditions compared to Hong Kong [1][2][8]. Group 1: Property Projects and Pricing - Cheung Kong's subsidiary, Hutchison Whampoa, is promoting four projects in mainland China, offering a total of 400 units with prices starting from 400,000 RMB [1]. - The price of a one-bedroom unit in Huizhou Longbo Garden has decreased to approximately 8,632 RMB per square meter, down from a previous range of 10,400 to 14,000 RMB per square meter [1]. - The price of villas in Dongguan Haiyi Haoting has dropped from 44,000 to 68,000 RMB per square meter in May 2023 to 18,000 to 36,000 RMB per square meter in June 2023 [1]. Group 2: Market Trends and Buyer Demographics - As of June 2023, there were 3,341 transactions involving Hong Kong and Macau residents purchasing properties in mainland China, generating a cross-border income of 3.08 billion RMB [2][9]. - The trend of Hong Kong residents buying properties in mainland China is attributed to the appeal of lower prices and larger living spaces, as well as the aging population in Hong Kong leading to increased demand for housing [7][12]. - The shift in buyer motivation from investment to self-occupation is noted, with buyers now focusing more on living conditions and long-term value [12]. Group 3: Developer Strategies and Market Conditions - The strategy of "old projects sold anew" reflects the long-term development approach of the Li Ka-shing family, emphasizing low-cost land acquisition and gradual development [1][8]. - Developers are adjusting prices to maintain transaction momentum in a market characterized by low or slightly declining prices, which is a common practice in the current market environment [8]. - The Greater Bay Area's improved connectivity and living conditions are increasingly attracting Hong Kong buyers, with developers encouraged to adapt their offerings to meet the needs of this demographic [11][12].