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Press release
Sep 28, 2021 09:51 JST
房地产行业政策调控迎来新机遇, 远大住工全装配式建筑产品初现曙光
香港, Sep 28, 2021 - (ACN Newswire) - 近期房地产板块集体下跌,房地产上下游产业链也相继受到影响。在疫情、十四五、三道红线、双集中等新常态的叠加下,中国地产面临着二十年来最深层次的变化。而远大住工自十几年前开始积极推进业务布局优化,深耕研发可移动建筑,坚持实现高质量的规模增长。
资本市场对于房地产龙头信用暴雷的事宜产生的担忧情绪,连带对建筑行业相关公司造成影响,使远大住工被“错杀”,估值触底。针对近期债务风险较高的房地产龙头商,远大住工透露,公司并没有与其背靠背的合约,也没有直接的应收账款,大部分项目以现金或承兑汇票结算。同时称,在一年前已加强了对相关项目的违约风险把控。
此次房地产行业调控收紧对于远大住工来说可以视为新的发展机遇,基于“十四五”规划,中央将进一步加强落实“有效增加保障性住房,支持建设租赁住房,完善长租房政策,扩大保障性租赁住房供给”。远大住工以PC构件为主的To-B业务以及以全装配建筑成品为主的To-C业务形成的“双轮驱动战略模式”与现行政策贴合,有机会充分体现装配式建筑产品在标准化高、成本低、工期短等方面的优势。
目前在同类公司里,远大住工是唯一超前部署并已推出相应类型产品,包括美宅以及BOX(魔方)模块建筑。此外,保障和公共住房等项目更是已经占据公司一半的收入占比,整体业务结构坚实。公司进一步透露,BOX(魔方)产品自今年7月份开始批量生产,订单初现曙光,将于三季度结束后披露产品的相关订单情况。
根据公司公告,2021年9月24日,约1.88亿股内资股类别股份转换为公司H股并于9月27日在联交所上市(“转换并上市”),公司H股实现全流通后,带动公司H股流动性和成交改善,公司股价低估的问题有望逐渐缓解,提高公司投资价值发现和估值回归的可能性。
此前由于公司流通股比例只有25%,需要保持有25%的外部公众持股比例,公司无法通过在二级市场回购股权来做员工股权激励,公司控股股东也不能在二级市场进行增持。H股全流通后,公司流通股比例提升到63%,为公司回购股权、控股股东二级市场增持打开了空间。
尽管公司股价受到新冠疫情以及近期房地产板块波动的影响,但远大住工核心PC业务在2021年上半年呈现同比19.6%的稳健增长,同时公司成功切入C端业务,在市场上取得较好的反响。远大住工正在逐渐推进“规模+效益”战略,实现全国布局,前景可期。
Sectors: Real Estate & REIT
Copyright ©2024 ACN Newswire. All rights reserved. A division of Asia Corporate News Network.
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