亏本卖！李嘉诚这又在唱哪一出？

华商韬略毕亚军04-09

作者丨毕亚军　　去年8月曾因7折卖房上热搜的李嘉诚父子，又因卖房被聚焦了。　　综合媒体消息，长实集团最近低价售卖了自己与港铁集团合作开发的“Blue Coast”项目，其首次开盘推售422套房，获得65倍的超额认购，开市当天就被抢购一空。　　有记者描述现场：挤得人山人海，排队人群绵延数百米。　　值得关注的是，去年长实抢先打折卖房，打的还是相对周边均价的折，而这次却是2.8万港元每呎的成本...

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Which one is Li Ka-shing singing?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"00001":1},"content_text":"作者丨毕亚军\n　　去年8月曾因7折卖房上热搜的李嘉诚父子，又因卖房被聚焦了。\n　　综合媒体消息，长实集团最近低价售卖了自己与港铁集团合作开发的“Blue Coast”项目，其首次开盘推售422套房，获得65倍的超额认购，开市当天就被抢购一空。\n　　有记者描述现场：挤得人山人海，排队人群绵延数百米。\n　　值得关注的是，去年长实抢先打折卖房，打的还是相对周边均价的折，而这次却是2.8万港元每呎的成本直接打到均价2.19万港元每呎开卖。一句话就是：\n亏本也要卖。\n　　就这一点，简单划下重点：\n　　1、李嘉诚旗下企业一直拥有充裕的现金流。即便长实2023年业绩跌幅超20%，也依然实现了超过170亿港元的盈利，手握超过400亿港元的现金，负债净额与总资本净额比率更低到3%。整个长和的现金流规模就更是庞大，银行账户常年趴着超千亿的钱。\n　　2、李嘉诚是著名的“捂盘大师”，其囤地、捂楼不但出名，而且多有骂名。但即便如此，他该捂的也还是捂。以其在北京东四环外的项目“御翠园”为例，2001年就拿地，拿地成本楼面价1750元每平，但2023年还在开发销售，获批售价最低超9万元每平。\n　　3、3月21日的长实业绩会上，李泽钜还在回答记者提问时表示，香港的国际金融中心地位很重要千万不能失去，长实一定会在香港投资，并且预判香港楼市的下行几率已小于上行。\n　　结合1、2、3，思考题就来了：\n　　既然如此不缺钱，既然如此能捂盘，既然看好楼市上行，为何要一改往日风格，如此着急地打折卖房，甚至亏本也要抓紧卖？\n　　李嘉诚父子这又是在唱哪一出？\n　　难道是在香港找到了更有赚头的超级大项目，所以要着急套现，凑更多钱去投新项目了？\n　　——END——\n　　欢迎关注【华商韬略】，识风云人物，读韬略传奇。\n　　版权所有，禁止私自转载\n　　部分图片来源于网络\n　　如涉及侵权，请联系删除","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2426026129"}