There are too many apps on the mobile phone, and you can't finish watching the recommended news on the screen in a day. However, there is a pop-up screen, which is still frightening at a glance: the announcement network of the people's court shows that as of November 20, the number of bankruptcy of real estate developers has reached 446, with an average of 1.5 real estate enterprises going bankrupt every day, which means that the real estate market has entered a cold winter.
Looking at the article, in addition to the intimidating data above, it also quotes the hard words of two authoritative figures. An economist and a former official both believe that there are too many Chinese real estate developers. They will close 80% in the next two or three years, and only 20% will be fully acceptable.
After reading it, I wondered for three seconds, and then I reacted: it's really not such a thing. Curiously, some enterprises in any industry, including the real estate industry, are closed and bankrupt. This is a small event that happens every minute, but it has caused the exaggeration that China's real estate enterprises should close and collapse 80%.
First, let's talk about how many developers there are in China:
The data reported are as follows: according to the statistics of the National Administration for Industry and Commerce in 2018, there were about 97000 real estate developers registered with the Administration for Industry and commerce. So how big is the real estate market? 10 trillion. In a 10 trillion market, there are about 97000 businessmen doing this business. How many are there? This huge business, a pillar industry, is not much, not much at all.
Besides, this data is still an old saying. Without comparison, it doesn't mean anything. From this year to November, 446 real estate enterprises closed down. Last year, there were 391 reported and recorded data. See, it's not the same thing. It's difficult to finance. There may be a little more enterprises closed this year than last year. That's it. Don't say that winter is coming. It's winter in the whole northern hemisphere at this time, isn't it?
No industry wants an era of oligarchy. That means a high degree of concentration and monopoly. After monopolizing the industry, people who bear hardships and fruits are all the masses who consume in this industry. Take a simple Chestnut: for example, you recall that in the era of Didi, kuaidi and Uber, should you take a taxi conveniently, quickly and much cheaper? Later, online car Hailing became the dominant company. The platform is getting farther and farther away. It's almost three kilometers away to send you a car. It's common to wait for nearly 10 minutes. The key is the price. The first important factor for the popularity of online car Hailing is that the travel price is cheap, which is much cheaper than the taxis operated in the city. Now, the price in normal hours has been as high as that of taxis with operation tops. In addition, it is peak in the morning and evening. After 11 p.m., the price will be increased if you say to increase the price, which is more cruel than taxis.
Building a house is the same. In any city, the house prices of large developers such as Vanke are a little higher than those of other small developers in the same region? What's this called? It's called a brand. Suppose that there are more than 10 developers in a city, the people who buy houses must have no good fruit to eat & hellip& hellip;
You believe in the brand. You pay more for the top real estate enterprises, and I pay less for the houses developed by cheaper small and medium-sized developers. This is the ecological and healthy real estate ecology. Please don't applaud how many real estate enterprises have closed down, and don't use this to explain that the industry has entered a cold winter.