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Press release
Sep 28, 2021 09:52 JST
房地產行業政策調控迎來新機遇, 遠大住工全裝配式建築產品初現曙光
香港, Sep 28, 2021 - (ACN Newswire) - 近期房地產板塊集體下跌,房地產上下游產業鏈也相繼受到影響。在疫情、十四五、三道紅線、雙集中等新常態的疊加下,中國地產面臨著二十年來最深層次的變化。而遠大住工自十幾年前開始積極推進業務佈局優化,深耕研發可移動建築,堅持實現高品質的規模增長。
資本市場對於房地產龍頭信用暴雷的事宜產生的擔憂情緒,連帶對建築行業相關公司造成影響,使遠大住工被“錯殺”,估值觸底。針對近期債務風險較高的房地產龍頭商,遠大住工透露,公司並沒有與其背靠背的合約,也沒有直接的應收賬款,大部分項目以現金或承兌匯票結算。同時稱,在一年前已加強了對相關專案的違約風險把控。
此次房地產行業調控收緊對於遠大住工來說可以視為新的發展機遇,基於“十四五”規劃,中央將進一步加強落實“有效增加保障性住房,支持建設租賃住房,完善長租房政策,擴大保障性租賃住房供給”。遠大住工以PC構件為主的To-B業務以及以全裝配建築成品為主的To-C業務形成的“雙輪驅動戰略模式”與現行政策貼合,有機會充分體現裝配式建築產品在標準化高、成本低、工期短等方面的優勢。
目前在同類公司裡,遠大住工是唯一超前部署並已推出相應類型產品,包括美宅以及BOX(魔方)模組建築。此外,保障和公共住房等專案更是已經佔據公司一半的收入占比,整體業務結構堅實。公司進一步透露,BOX(魔方)產品自今年7月份開始批量生產,訂單初現曙光,將於三季度結束後披露產品的相關訂單情況。
根據公司公告,2021年9月24日,約1.88億股內資股類別股份轉換為公司H股並於9月27日在聯交所上市(“轉換並上市”),公司H股實現全流通後,帶動公司H股流動性和成交改善,公司股價低估的問題有望逐漸緩解,提高公司投資價值發現和估值回歸的可能性。
此前由於公司流通股比例只有25%,需要保持有25%的外部公眾持股比例,公司無法通過在二級市場回購股權來做員工股權激勵,公司控股股東也不能在二級市場進行增持。H股全流通後,公司流通股比例提升到63%,為公司回購股權、控股股東二級市場增持打開了空間。
儘管公司股價受到新冠疫情以及近期房地產板塊波動的影響,但遠大住工核心PC業務在2021年上半年呈現同比19.6%的穩健增長,同時公司成功切入C端業務,在市場上取得較好的反響。遠大住工正在逐漸推進“規模+效益”戰略,實現全國佈局,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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