tja, irgendwie ist das schwierig diese quellen in china richtig zu verstehen. -Mein totaler optimismus kam durch die analyse von sogenennten CRIC daten. Diese stellen aber nur den "contracted sales" da, werden auch erst dann gebucht wenn die zumindest zu 30% bezahlt sind. DEr contracted sales in Q2 ist dann auch dramatisch gestiegen, von 0,15 Milliarden auf 1,2 Milliarden. Das garantiert eigentlich einen Umsatz für Q3 der dann wieder auf vorjahresniveau sein sollte. Denke mal das hier die nächsten wochen nicht viel positives passieren wird. In 2 Wochen soll ja angeblich eine Analyse von Zacks kommen. Mal schauen ob das stimmt. Hiermal ein Beitrag aus der chinesischen Presse: Xinyuan Group (XIN.US) half-year test: contracted sales continue to grow, first and second-line recovery help improve quality and efficiency uring the period of intensive financial report disclosure, real estate companies successively handed in their transcripts for six months. Compared with the obvious fluctuations in the performance of many peers, the performance of Xinyuan Group (XIN.US) maintained sustained growth. On September 2, the 2020 Interim Report issued by Xinyuan Group showed that in the first half of 2020, the group achieved sales contracts of 8.3 billion yuan , an increase of 15% over the same period last year. As a medium-sized real estate company, in the increasingly divided real estateIn the field, it is obviously not easy for Xinyuan to maintain sustained growth. Zhang Yong, chairman of Xinyuan Group, also said, "Affected by the health incident, Xinyuan's operating performance will be delayed, but we are on the road to recovery." From a long-term perspective, in a macroeconomic situation with more and more uncertain factors, stability can only go further. First and second line recovery lays foundation for Xinyuan's growth Under the health incident, the real estate market has been affected significantly, and the focus of the market has turned to the first and second lines again. It is reported that in the first half of 2020, real estate prices in first-tier cities recovered the fastest after the health incident and remained at a high level; and according to the National Bureau of Statistics , from the second half of 2019 to the first half of 2020, second-tier cities are the most active real estate and residential investment field. The real estate enthusiasm is unabated. For Xinyuan Group, which focuses on first- and second-tier cities, the growth trajectory is clearly visible. In terms of land reserves, Xinyuan Group shows long-term potential. Data shows that as of mid-2020, Xinyuan Group has a saleable land reserve of 4.28 million square meters, which is concentrated in key first- and second-tier cities such as Beijing, Zhengzhou, Chengdu, Suzhou, and Qingdao, which has the potential for long-term value-added. In fact, in the first half of 2020, many Xinyuan projects have become the focus of the market. Among them, Qingdao Xinyuan·Yulongwan is backed by the Xiaozhushan National Forest Park and on the south side by the Binhai Leisure Park. It is known as a local quality -level Internet celebrity real estate; in Zhengzhou, Henan, the Chengnan Xinyuan, which has two famous schools, is introduced The government project has been well received by the market and has become a new landmark of high-end residential buildings in South Zhengzhou. In Beijing, after many years, Xinyuan Group launched a new market. In August, the Xinyuan Group's residential project in Tongzhou, Beijing, officially announced the name of the case, which ignited the enthusiasm of the market, and at the same time triggered further speculations about the layout of Xinyuan real estate. Diversified business shows new growth points While the main real estate business is growing steadily, Xinyuan's diversified business has become more mature, becoming the company's new growth point. Xin Yuan Real estate continued to strengthen the primary industry real estate industry business while advancing science and technology, finance two strategic integration with the business in real estate stocks era, dig a huge amount of value of the stock of real estate scale. In the first half of the year, Xinyuan Group's five auxiliary businesses all showed healthy growth. Among them, Xinyuan Service , which is mainly engaged in property services , performed well. In the first half of 2020, it achieved revenue of 261 million yuan, a year-on-year increase of 10.5%; recorded a profit attributable to company owners of 55.3 million yuan, a year-on-year increase of 168.4%. Not only that, as of June 30, 2020, the contracted construction area of Xinyuan Service Management Services exceeded 40 million square meters, reaching 40.2 million square meters, an increase of approximately 24.8% over the same period in 2019. In the field of industrial and city operations, Xinchuang Technology under the Xinyuan Group has become increasingly mature. With borrowed in urban operations and technology real estate industry outstanding results achieved in the field, Xin Science and Technology gains, "2020 China's most unique industrial estate operators," the industry's influence and recognition further enhanced. It is worth mentioning that Xinyuan's investment in science and technology has also ushered in a harvest period. In August 2020, Xin Yuan's "generous Bowen community" wisdom of the community operating platform, Tencent was selected block chain first phase of the accelerator, the latter had announced that the next five years will invest 500 billion yuan for new infrastructure and industry Internet The further layout of cloud computing, artificial intelligence , blockchain, etc. will be the key investment areas. This also means that under the strategic guidance of Xinyuan Group's "new platform, new ecology, and new empowerment", technology and services are not only empowering the main real estate business, but are also expected to become the company's long-term performance growth point and continue to provide Xinyuan The group opens up the imagination of the future
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