驯读音是什么:SOHO张欣：住宅房地产市场很艰难

2011年 09月 29日 11:08
SOHO张欣：住宅房地产市场很艰难
评论(59)
Nelson Ching/Bloomberg News
SOHO中国旗下的北京三里屯商圈。
过
去几周来，中国房地产业的观察人士听的一直是分析师、监管机构和评级机构标准普尔(Standard & Poor's)唱的哀歌。
不过，现在一位中国房地产知名人士也开始唱起了忧郁的蓝调。
Tomohiro Ohsumi/Bloomberg
SOHO中国首席执行长张欣
SOHO中国首席执行长张欣周三说，在她17年的住宅房地产从业经历中，从未遇到过这样艰难的市场。张欣在上海外国记者俱乐部(Foreign Correspondents Club Shanghai)说，这是我们在销售上遇到的最具挑战性的一年。
她在谈到较高端房地产市场、也就是SOHO中国主要关注的市场时说，住宅销售这一块看不到交易。
现年46岁的张欣与丈夫潘石屹一同领导着位于北京的开发商SOHO中国。这家知名公司开发的公寓和写字楼看起来像是宜家(IKEA)和《星际旅行》(Star Trek)的综合体。张欣曾是一位投资银行家，她与丈夫合伙经营的SOHO中国使他们成为中国顶尖富豪之一。
与这对明星伉俪在其新浪微博上表达的不满相呼应的是，张欣将目前楼市的下滑归咎于政府的政策。她说，随着北京遏制通货膨胀和修建保障房，开发商和购房人都无法获得信贷。张欣说，房地产业受到政策的严重左右，你在猜测政策上花的时间比真正做事的时间还要多。
她表达了对北京大规模建设保障房的不安，说这与他们15年来的一贯做法背道而驰，她调侃说一些公寓月租最低将可达人民币70元（约合11美元）。通过幻灯片，张欣明确表示更青睐像SOHO中国8月份销售的公寓所达到的每平方米5万元的价格，当时吸引了很多买家。
张欣预测，紧缩的货币政策和投资环境在中国楼市不会持久。当有人问她预测中国领导人什么时候会放宽限制的时候，她表示会在六个月之内，她说会很快。
张欣周三的发言很辛辣──难怪她用白色黑莓(Blackberry)发的微博有240万用户关注。她谈到迅速整合的楼市将引发社会不安定，地下钱庄的高利贷利息高达50%，她说，有些情况下还会引发自杀事件。
情况并非都是令人苦闷的。在张欣周三发言的高级酒店外，街道上持续不断的气锤敲击声表明了中国的开发没有停止的事实。
而且SOHO中国在不断地收购、建楼，最近尤其是在上海。
张欣展示了一段建筑师扎哈?哈迪德(Zaha Hadid)的设计视频，视频中，位于虹桥综合交通枢纽、即将开工建设的未来派写字楼有点像附近火车站驶出的动车。
张欣说，2011年，SOHO中国斥资人民币114亿元在上海收购楼盘，全部都是商业楼盘。她说，政府对住宅项目开发的限制使写字楼成了更安全的投资。
她说，2009年摩根士丹利(Morgan Stanley)将上海的部分楼盘卖掉时，SOHO中国开始从北京向上海扩张。据张欣说，SOHO中国目前正在考虑进军广州和深圳。
Chinese Property Mogul Sings Blues
Over the past few weeks, observers of China's real estate industry havebeen treated to songs of woe from analysts, regulators, and Standard& Poor's rating agency.
But the tune carries further when a Chinese real-estate rock star is singing the blues.
ZhangXin, the chief executive officer of Soho China Ltd., said Wednesdaythat in her 17 years in the residential property business she hasn'tfaced such a tough market. 'This by far the most challenging year interms of what you can sell,' Ms. Zhang told the Foreign CorrespondentsClub Shanghai.
Referring to the higher ends of the market, whereSoho focuses, she said, 'you're seeing no transactions on theresidential side.'
The 46-year-old Ms. Zhang is half of theglamour couple that leads Soho, a Beijing-based developer known forapartments and office buildings that look equal parts IKEA and StarTrek. The former investment banker's partnership in Soho with husbandPan Shiyi has made them among the country's wealthiest people.
Echoingcomplaints she and her husband have made on their Weibo accounts, Ms.Zhang pinned blame for the current slump on government policy, sayingdevelopers and buyers alike have no access to credit as Beijing takesaim at inflation and affordability. The industry is 'so policydictated,' Ms. Zhang said, 'you spend more time guessing about policythan actually doing your own business.'
She expressed discomfortat Beijing's efforts to build vast quantities of social housing'contrary to what they've been doing for 15 years' scoffing that someapartments will rent as low as 70 yuan per month, or about $11. From Ms.Zhang's PowerPoint slides, she made clear a preference for prices likethe 50,000 yuan per square meter that Soho fetched for apartments soldin August, attracting a mob of buyers.
Tight monetary andinvestment conditions won't last in the Chinese property market, Ms.Zhang forecast. Pressed to predict when Chinese leaders will loosentheir grip, she suggested a window of six months. 'Very soon,' she said.
Ms.Zhang kept her commentary spicy Wednesday there is a reason 2.4 millionusers track the messages she blasts to Weibo from her white Blackberry.She spoke of a fast-consolidating property market that is stoking'social unrest,' governed by usurious 50% interest rates fromunderground banks and, in some cases, she said, inciting suicide.
Thingsaren't all glum. Continued jack-hammering from the street outside theboutique hotel where Ms. Zhang spoke Wednesday attested to the fact thatdevelopment hasn't stopped in China.
And Soho keeps buying and building, especially in Shanghai these days.
Ms.Zhang showed a video of designs from architect Zaha Hadid withfuturistic office buildings that roughly resemble the bullet trains thatexit the railway station near where the development is just gettinggoing, Shanghai's Hongqiao Transportation Hub.
Soho, Ms. Zhangsaid, has spent 11.4 billion yuan in 2011 making property acquisitionsin Shanghai, all of it commercial. She said the government restrictionson residential development make office buildings a safer bet.
Thecompany branched into Shanghai from Beijing when, she said, MorganStanley unloaded some property in the east coast city in 2009. Soho isnow looking at Guangzhou and Shenzhen, according to Ms. Zhang.
James T. Areddy