Comments: Don't let "floor doors" become the first dominoes that endanger the industry

Regardless of the test results announced today, there was no winner in the "Anxin Floor" incident. An Xinwei was embarrassed. From the moment of confidently entering the market, he became an outcast in the capital market. Vanke, Greenland, and Longhu were very embarrassed. The cold market has made them embarrassed. The downstream companies will have to face quality problems; We are very embarrassed to say that whether or not our own floor is an brand of security, the term “formaldehyde” that is beyond the standard is like the “melamine” of that year, and I am afraid that it will persist for a long time.

Anxin Weiguang was wronged. The floor price of ex-factory price was RMB 130/sqm. Developers only gave RMB 115/sq.m. Developers were very aggrieved. Macroeconomic control forced down house prices and did not control costs. People were even more aggrieved. I have accumulated for many years plus **, finally bought a brand house, how can I not even change my mind?

This will have to remind us of the frequent occurrence of housing quality problems in 2009. Building accidents, building collapses, and wall crunches occurred in a number of incidents. They have a common background. After the global financial crisis in 2008, housing prices fell. Now the same monetary tightening, the same international economic trends can not be optimistic, the same high market weakness in stocks, such as the resumption of yesterday. However, there are two differences. First, the market weakness at that time was naturally formed, but this time it was caused by policies; Second, the CPI was negative in 2009. Although the CPI growth rate fell in the first month of this year, the inflation situation is still not optimistic. In short, price and housing prices fell in the same year, but now prices are rising. From this point of view, the quality problems caused by falling house prices and cost reduction may be more than three years ago. It is hoped that the incident will not be the first domino to uncover many quality problems.

Quality problems will naturally lead to a buzz in the world. To this day, many people have criticized the extensive management of housing enterprises, and their cost control capability is too poor. This cannot be avoided. In the 12 years of real estate gold, at least the large-scale housing enterprises that have already become large-scale have acquired not only funds and brands, but also considerable control and control capabilities. Their cost control is at least as strong as Jianan’s cost control, so long as consulting construction companies, Downstream companies such as design companies are not hard to prove. As long as they can do public projects, they are reluctant to accept the developers' projects because the profits are far from one another.

When prices fall back into a consensus, let us look at the controllable costs of housing enterprises. For the projects under construction, the land price will not be reduced, taxes and fees that exceed 100 items will not be reduced, ** costs are doomed to continue to rise, management costs with manual as core cannot be lowered, some grey costs cannot be reduced, and almost can be reduced. Only Jian'an costs. In the context of the market-minded marketing, the cases of reforming rough houses into rough houses and reducing prices or changing rough finished houses into hard-packed houses with “not increased prices” have been performed in different cities, and the suppliers involved in dozens of industries have become "Squeezing" the object.

As a result, suppliers are embarrassed. Not accepting low prices means losing market share; accepting them means “squeezing” themselves. It seems that the chain of logic has reached the point where there is no solution. However, there must be some solutions, but only the understanding and concessions of relevant parties are needed. For the management department, while strictly controlling the industry management and establishing a risk warning mechanism, can it also make some concessions, such as tax relief, to provide a more solid basis for the return of housing prices; for the development of enterprises must first reduce profit expectations, also Should make Jian'an cost more open and transparent, "giving high-cost decoration," when the gimmick rests, so that buyers realize that refined decoration is more cost-effective than their own decoration, I am afraid that more attractive in the light of the market; for the parts companies, blindly denounced "low prices "Winning the bid" does not make much sense. On the one hand, we must control our own costs. On the one hand, the whole industry tries to resist low prices as the king instead of saying that one set is the correct solution; for the people, we must also clearly realize that high prices The reality of housing prices in the background, so that the reasonable return of housing prices is not to make developers lose money, any industry has its own cost composition and value law, if there is a transparent cost publicity, it is not necessary to focus all the "price "on.

One of the main points of regulation and control is to make house prices return to reasonable values, and the other is to let the industry develop healthily. We must pay considerable attention to the side effects of falling quality and price. We should be full of confidence and expectation for managers' wisdom and means.

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