Workflow
产业园区运营
icon
Search documents
中电光谷上半年实现销售回款约23.25亿元 同比增长34% 综合运营业务成增长主力
Zhi Tong Cai Jing· 2025-08-26 13:05
于2025年6月30日,该集团在多个城市拥有优质产业园用地储备约532.0万平方米,主要为位于南京、泰 州、成都、长沙、天津、青岛、上海、咸阳等城市的优质产业园用地。 中电光谷(00798)公布2025年中期业绩,收入约14.71亿元,同比增长0.79%;毛利约3.67亿元,同比增长 1.11%;公司拥有人应占溢利177.1万元。新增签约额15.39亿元,同比增长8%,其中综合运营业务签约额 相比去年同期增加31%,办公类园区签约额相比去年同期增长13%。实现销售回款约23.25亿元,同比增 长34%。 从收入结构看,园区运营服务收入10.38亿元,占总营收比重达70.6%,凸显"以运营为核心"的战略落地 成效。其中,物业管理服务表现亮眼,收入4.17亿元,同比增长10.8%,管理物业面积达3293.6万平方 米,同比增长18.92%,企业客户服务面积占比超74%,服务黏性与市场认可度持续提升;物业租赁服务 收入8020万元,同比增长18.1%,出租率保持稳定,与园区开发业务形成合力,达到较好的产业聚集效 应。 ...
承接长三角产业协同势能 轻资产运营商抢滩新蓝海赛道
Core Insights - The industry is transitioning from a "growth era" to a "stock era," focusing on revitalizing existing assets and improving operational efficiency [1][2] - The current real estate sector is in a de-inventory cycle, with a significant amount of unsold commercial and office space [2] - New players, including specialized service providers and light-asset operators, are emerging to address high vacancy rates and low returns in industrial parks [1][2] Industry Trends - The Central Urban Work Conference emphasized the need for urban development to shift towards quality improvement and urban renewal [1] - Policies have been introduced to promote the revitalization of existing assets, including various government documents aimed at effective investment [2] - The market is experiencing a "quantity and price decline" trend, with increasing vacancy rates despite price reductions [4] Company Developments - BEEPLUS, founded by Jia Fan, has established 40 high-quality industrial parks in nine trillion GDP cities, serving 3,546 enterprises [5] - The company focuses on a "national enterprise + private enterprise" cooperation model to leverage state-owned resources and market agility [2][3] - BEEPLUS aims to provide tailored services and high-quality management to enhance asset value and operational efficiency [5][6] Competitive Advantages - BEEPLUS maintains a high occupancy rate of around 95% in mature projects, with rental income constituting 80%-90% of revenue [5] - The company emphasizes its ability to provide customized solutions and five-star management services, which are key to its operational success [5][6] - BEEPLUS aims to excel in light-asset operations, which are challenging but crucial for sustainable growth in the current market [6]
多地国资产业园宣布:0租金
21世纪经济报道· 2025-08-13 12:22
Core Viewpoint - The article discusses the emergence of "zero rent" industrial parks across various cities in China, highlighting the government's push to attract and nurture technology enterprises by offering free or significantly reduced rental spaces [1][2][3]. Group 1: Zero Rent Industrial Parks - Multiple cities, including Guangzhou, Shenzhen, and Suzhou, have initiated "zero rent" industrial park policies to attract technology startups, with slogans like "only collect dreams, not rent" [1][2]. - Shenzhen was the first to implement this initiative, offering up to two years of rent-free space for qualifying small tech enterprises [2]. - Guangzhou has the largest supply of zero-rent properties, with a total of 15,000 square meters allocated for this purpose [2][3]. Group 2: Financial Support and Services - The zero-rent initiative is complemented by financial support, with some cities providing additional funding for startups, such as up to 3 million yuan in financing and service fees [2][4]. - The article notes that while the zero-rent offer is attractive, it is not entirely free, as it often involves phased rent reductions based on the length of the lease [4]. - Cities are focusing on attracting high-quality projects and enterprises, particularly in strategic emerging industries, to enhance local economic development [4][5]. Group 3: Role of State-Owned Enterprises - State-owned enterprises (SOEs) are playing a crucial role in the development and operation of these industrial parks, leveraging their resources to support small and micro enterprises [1][6]. - SOEs are increasingly adopting a model of "investment-driven" recruitment, where they provide not only space but also financial backing and services to startups [6][7]. - The article highlights that SOEs are exploring diverse rental models, including equity participation and revenue sharing, to enhance their service offerings [6][8]. Group 4: Market Dynamics and Future Outlook - The article emphasizes that the current market environment is challenging, and the zero-rent policies are not merely for attracting tenants but aim to foster high-quality projects that can stimulate new industries [4][9]. - The involvement of leading enterprises in creating and managing these parks is seen as a key factor for success, as they can attract other businesses and enhance the overall ecosystem [8][9]. - Guangzhou's efforts in building over 150 industrial parks and attracting more than 4,000 enterprises illustrate the significant role of local state-owned assets in shaping the city's technological innovation landscape [9].
只收梦想不收租金:“0租金”的风吹到了国资产业园
Core Viewpoint - The emergence of "zero rent" industrial parks across various cities in China reflects a strong desire from local governments to attract and nurture technology enterprises, emphasizing a shift towards strategic emerging industries [1][2][5] Group 1: Policy Initiatives - Multiple cities, including Shenzhen, Suzhou, Guangzhou, Beijing, Chengdu, and Hangzhou, have announced "zero rent" initiatives for industrial parks, aiming to provide low-cost, high-quality spaces for small and micro technology enterprises [2][3] - Shenzhen initiated the first move in March, offering up to two years of rent-free space for qualifying tech companies [2] - Guangzhou has the largest supply of zero-rent properties, with a total of 15,000 square meters allocated for the initiative [2][3] Group 2: Financial Support and Investment - The zero-rent policy is often accompanied by financial support, such as funding for startups, with Suzhou offering up to 3 million yuan in financing for qualifying companies [2][3] - The trend indicates a shift towards "investment-driven" strategies, where state-owned enterprises (SOEs) are encouraged to engage in venture capital and provide financial backing to startups [6][7] Group 3: Industry Focus and Targeting - The initiatives are primarily focused on attracting high-quality projects in strategic emerging industries, with specific criteria for eligibility, including awards and qualifications [5][8] - The policies aim to stimulate the growth of new industries by leveraging the strengths of leading enterprises to create a supportive ecosystem [8][9] Group 4: Operational Models and Services - The industrial parks are not just about rent-free space; they also emphasize comprehensive support services, including financial capital, industry matching, and operational assistance [1][6] - SOEs are exploring diverse operational models, such as equity participation and revenue sharing, to enhance their service offerings and align with market pricing [6][7] Group 5: Ecosystem Development - The success of these industrial parks often hinges on the presence of leading enterprises that can attract talent and resources, thereby fostering a robust industrial ecosystem [8][9] - In Guangzhou, over 150 industrial parks have been established, attracting more than 4,000 enterprises, indicating a significant commitment to building a vibrant innovation landscape [8][9]
无锡经开持有型不动产ABS成功发行 打造地方国企资产盘活新标杆
Core Viewpoint - The successful issuance of the Wuxi Economic Development Zone National Sensor Information Industry Park asset-backed securities (ABS) project marks a significant milestone as the first industrial park holding-type ABS in China, with a scale of 660 million yuan [1][2]. Group 1: Project Overview - The underlying asset of the project is located in the Wuxi Economic Development Zone, focusing on industries such as intelligent connected vehicles, sensors, and the Internet of Things, with a good overall occupancy rate [2][3]. - The project includes a diverse tenant base, comprising one listed company and over 60 large-scale enterprises, demonstrating significant industrial clustering effects [2]. Group 2: Market Impact - The successful launch of the Wuxi project expands the asset categories within the holding-type real estate ABS market, providing diverse and high-quality investment targets for the capital market [2][3]. - The project serves as a new benchmark for revitalizing existing assets in quality industrial parks and establishes a new path for the securitization of similar projects nationwide [2][3]. Group 3: Financial and Strategic Value - The project enhances the asset structure of the issuing entity, improves funding operation capabilities, and provides new equity financing options for local state-owned enterprises [3]. - Financially, the securitization allows for the off-balance-sheet treatment of existing assets, effectively reducing the asset-liability ratio [3]. - Strategically, the issuance injects new momentum into the creation of a professional asset operation platform, facilitating a virtuous cycle of investment, financing, construction, and management [3]. Group 4: Investor Participation - The issuance attracted a wide range of medium- to long-term capital from various market participants, with total subscriptions exceeding five times the offering, laying a solid foundation for future liquidity in the secondary market [4]. - The project enriches the investment choices within the holding-type real estate ABS market and promotes the diversification of market participants [4]. Group 5: Future Developments - The Shanghai Stock Exchange plans to continue supporting the development of the holding-type real estate ABS market, focusing on high-quality development of central enterprises and revitalization of local state-owned assets [4][5]. - There will be an emphasis on enhancing asset quality and innovating operational models, aiming to create benchmark holding-type real estate ABS projects that effectively revitalize existing assets and expand effective investments [5].
既做“房东”又做“股东” 工投发展:从物理空间升级为“大孵化器”
Mei Ri Shang Bao· 2025-08-05 23:04
提及大运河畔的LOFT49,在杭州几乎是家喻户晓。这座知名创意地标,其前身为蓝孔雀化纤厂(锦纶 分厂)的废弃厂房,在20世纪初聚集了多家艺术机构,成为全省第一个文化创意产业园区。2021年,由 杭州市工业企业投资发展有限公司(简称"工投发展")二次改造后投用。目前,这座创意地标的二期杭 实创意中心正在建设中,预计年底投入运营。 他介绍,2018年前,工投发展的主营业务比较单一,仅从事土地开发整理工作,后随着城市化进程不断 加快、土地存量逐步减少,公司开始探索业务转型升级。2018年,工投发展与社会资本合作投资开发 LOFT49一期项目,目前园区出租率稳定维持在90%左右,取得了非常不错的经济效益,同时也推动了 一个完整的文创产业集群蓬勃生长。 从这个案例起步,工投发展逐渐形成了独特的差异化发展定位。2023年,其独立开发建设的杭实科创中 心投入使用,重点面向科技型企业的研发和总部办公;仁和里·杭实智造中心与区属国企合资开发,致 力于成为"工业上楼"区域标杆;年底,独立开发的LOFT49二期将正式开园,园区聚焦工业设计、文化 创意及相关延伸配套产业,计划打造成杭州创意名片。经过多年的转型积累,工投发展如今在建和 ...
深耕主理人经济,佛山创意产业园25H餐饮主理人成长学院第二期开讲
Sou Hu Cai Jing· 2025-07-21 14:32
Core Insights - The 25H Restaurant Principal Growth Academy has officially launched its second phase, marking the beginning of the principalization process for the Foshan Creative Industry Park, where founders and principals from ten major brands gather to share experiences in product development and brand operation [1][3] - The academy aims to create a platform for knowledge transfer and practical integration, focusing on nurturing a diverse range of modern service industry brands and injecting new vitality into urban commercial development [3][5] Group 1: Industry Development - The 25H Restaurant Principal Growth Academy serves as a platform for restaurant principals to collaborate and address industry growth challenges, emphasizing the importance of mutual support over competition [5][7] - The academy's approach differs from traditional chain brands by leveraging unique personal styles and cultural nuances to meet increasingly personalized consumer demands [5][8] - The introduction of teams like Chongqing Dain Huashi aims to enhance the urban aesthetic of Chancheng and promote the development of a new consumption center in the Greater Bay Area [5][8] Group 2: Business Ecosystem - The Foshan Creative Industry Park is committed to empowering businesses through a robust operational system, focusing on three dimensions: traffic, retention, and principal growth [7][9] - The park attracts over 70,000 visitors daily, creating a competitive product environment that benefits businesses through increased foot traffic [7] - Initiatives like the "25H Happy Passport" and the 25H Principal Incubator are designed to enhance consumer engagement and facilitate brand upgrades through collaborative learning and resource integration [7][9] Group 3: Cultural Integration - The park's strategy includes a "1+3+6" growth plan aimed at enhancing urban aesthetics through local cultural exploration and brand development [8][9] - Principals are seen as cultural excavators, integrating local traditions and unique culinary experiences into their brands, thus transforming retail spaces into cultural hubs [8][9] - The goal is to transition 80% of the park's businesses into principal brands within three years, reflecting a trend towards originality and differentiation in the commercial landscape [8][9]
产业园区运营轻资产模式破解传统二房东模式
Core Insights - The traditional "two landlord" model in industrial parks is struggling, leading to increased vacancy rates and rental price negotiations between landlords and sub-landlords [1][4] - A shift towards a light asset model, characterized by deep operational strategies, is emerging as a solution to the challenges faced in industrial park operations [5][8] Group 1: Challenges of the Traditional Model - The story of a sub-landlord in Shenzhen illustrates the difficulties faced, including a 30% vacancy rate and pressure to reduce rent by 20% from existing tenants [2][3] - The traditional model leads to a "mutually destructive" situation where both landlords and sub-landlords are unable to reach a compromise, resulting in increased vacancies [4] Group 2: Advantages of the Light Asset Model - The light asset model focuses on shared benefits and risk-sharing between landlords and operators, reducing the burden of fixed rental costs for operators [6] - This model fosters a partnership approach during market downturns, contrasting with the adversarial nature of the traditional model [6] Group 3: Case Study of Qihuo Life Group - Qihuo Life Group exemplifies successful implementation of the light asset model, leveraging nearly 20 years of experience in asset management and industrial consulting [7] - The company emphasizes deep operational capabilities, offering comprehensive solutions that include industry research, professional positioning reports, and efficient management strategies [7] - By focusing on the needs of enterprises and providing a full lifecycle service system, Qihuo Life Group enhances the value of industrial parks and supports tenant growth [7]
港股回购潮持续升温!单日22家企业斥资回购
Huan Qiu Wang· 2025-07-18 02:52
Core Viewpoint - The Hong Kong stock market is experiencing a surge in share buybacks amid increasing market volatility, with 22 companies repurchasing a total of 16.22 million shares worth 31.93 million HKD on July 17 [1][3]. Group 1: Company Buyback Activities - Green Bamboo Bio-B led the buyback activities with a repurchase amount of 6.84 million HKD, buying back 316,600 shares at prices ranging from 20.70 to 22.50 HKD, and has repurchased a total of 46.55 million HKD this year [3]. - China Eastern Airlines (referred to as "Eastern Airlines") followed closely with a buyback of 6.42 million HKD, acquiring 2.20 million shares at prices between 2.88 and 2.95 HKD, and has a cumulative buyback amount of 571 million HKD this year, making it one of the most active companies in the market [3][4]. - China International Marine Containers (CIMC) repurchased 656,200 shares for 4.50 million HKD, with a total buyback amount of 47.32 million HKD this year [3]. Group 2: Market Trends and Analyst Insights - The buyback activities reflect a broader trend where companies are taking advantage of stock prices being below their intrinsic value, aiming to enhance earnings per share and optimize capital structure [4]. - Analysts suggest that the large-scale buybacks by leading companies not only support stock prices but may also trigger investor interest in industry valuation restructuring [4]. - The ongoing buyback trend is closely linked to positive expectations regarding macroeconomic conditions and industry recovery, particularly in sectors like aviation, as seen with Eastern Airlines' continuous buybacks amid a recovering airline industry [4].
机构报告:武汉“以价换量”带动楼市回暖
Di Yi Cai Jing· 2025-07-15 12:27
Group 1 - The overall clearing cycle of the Wuhan commodity residential market is projected to reach 27.5 months by June 2025 [1][6] - The residential market in Wuhan is experiencing a recovery driven by price-sensitive demand in the main urban area, although inventory pressure in the outer districts may hinder overall market recovery [2][6] - In the first half of 2025, the land market in Wuhan saw a transaction area of 1.539 million square meters, a year-on-year decrease of 10%, while the transaction amount reached 12.66 billion yuan, an increase of 8.6% [3] Group 2 - The total transaction area of the Wuhan commodity residential market in the first half of 2025 was 3.282 million square meters, a year-on-year increase of approximately 2.2%, with an average transaction price of 15,636 yuan per square meter, up about 0.7% from 2024 [5] - The average transaction floor price for comprehensive and residential land decreased by 29.1% and 17.7% year-on-year, respectively, while the core areas of the main urban district remain highly competitive with multiple rounds of bidding [3][5] - The rental prices in Wuhan's industrial park market have decreased, with an average rental price of 33 yuan per square meter per month, down 10% to 15% year-on-year [7] Group 3 - The vacancy rate in Wuhan's industrial parks is approximately 39.5% as of the end of 2024, and it is expected to rise further after 2025 with the introduction of large-scale projects [8] - The market is witnessing a trend of price reduction to stimulate demand, particularly in the main urban area where price adjustments have activated long-standing demand from first-time buyers and those looking to upgrade [6][7]