RINAPE :: Volume #17

#1621: The nation's first, world second

LNMTL needs user funding to survive Read More

Chen Anjing restaurant, to a great extent aiming at the route in imitation Japanese-style Michelin Restaurant, therefore they only give the customer to provide the eating a fixed amount meal that several types can choose, the choice is the same, then all cuisines and orders must comply with the menu to subscribe the good content. 陈安静的餐厅,很大程度上是意在模仿日式米其林餐厅的路线,所以她们只给客户提供几种可以选择的定食套餐,选择其中一样,那么所有的菜式以及顺序都要遵从菜单订好的内容。 Li Mu is not interested in the day material, then made Wei Lan do for somebody the choice, Wei Lan chose without hesitation meal that had the southern bluefin tuna. 李牧对日料并不怎么感兴趣,便让蔚澜代劳选择,蔚澜毫不犹豫的选择了带有蓝鳍金枪鱼的套餐。 Dishes start the table time, Wei Lan said to Li Mu: „You said at that time right, Sanlitun truly is the good place that a business and dining entertainment develop, since we open built Wanying Plaza to the present, here dining entertainment enterprise increased near half, the traffic is also increasing, the reputation and popularity are also raised, after waiting for our principal part to complete next year, here land price at least needs compared with we took the place the time rises over 50%.” 一道道菜品开始上桌的时候,蔚澜对李牧说:“你当时说的没错,三里屯确实是一个商业、餐饮娱乐发展的好地方,从我们开始建万盈广场到现在,这里的餐饮娱乐企业增加了将近一半,人流量也在增加,口碑与知名度也在提升,等明年我们主体工程完成之后,这里的地价至少要比我们拿地的时候上涨50%以上。” Li Mu nods, said: „Place that consular district huddles together, is quite relatively fashionable, the consumption level will also follow to be improved, is the rapid growth of dining entertainment retail.” 李牧点了点头,说:“使馆区扎堆的地方,相对比较时尚,消费水平也会跟着提升,紧接着就是餐饮娱乐零售业的快速发展。” Wei Lan was asking: „Chief Li, what knack the real estate selected location do you have? I thought that you choose the residential land, to choose the trade estate to have one set very much, every shot hits the target.” 蔚澜笑着问:“李总,地产选址你有什么诀窍没？我看你选住宅用地、选商业用地都很有一套,百发百中。” Li Mu laughs, said: „Makes the real estate investment, where I compare favorably with you to be specialized, does not show off meager skills before an expert.” 李牧哈哈一笑,道:“做地产投资,我哪里比得上你专业,就不班门弄斧了。” Wei Lan hastily said: „No, to be honest, my analysis method, all metropolises that make the real estate, but is more careful and does well, I who who does want through you to understand that has well the analysis method, not being the established repertoire, such future can also employ two methods to achieve one goal.” 蔚澜急忙说道:“别啊,说实话,我那一套分析方法,所有做地产的都会,只不过是谁做的更细致、做得更好,我想通过你了解一下有没有更好的、不是业内既定套路的分析方法,这样将来也能双管齐下。” Li Mu said with a smile: „I said casually.” 李牧笑道:“那我就随便说说了。” Wei Lan was busy at sitting straight the body, said earnestly: „Listens in reverent attention.” 蔚澜忙坐直了身体,认真说道:“洗耳恭听。” Li Mu said: „First sets a big main key, in the next ten years, the national housing price will rise even the fast rise with steady steps is the fundamental premise.” 李牧道:“首先定一个大基调,未来十年内,全国房价稳步上涨甚至快速上涨是根本性前提。” Wei Lan nods: „I approve.” 蔚澜点点头:“我赞同。” Li Mu also said: „Under this big main key, actually we where, regardless in buys, buys what place, even if five cities, so long as we buy in the city, so long as we take the price of place is not higher than the market quotation, that basically is the matter that gains steadily does not compensate.” 李牧又说:“在这个大基调下,其实我们无论在哪买地、买什么地,哪怕是五线城市,只要我们买在城区内、只要我们拿地的价格不高于市场行情,那基本上都是稳赚不赔的事情。” Wei Lan earnest saying: „This my also 100% approvals, now truly is a dividend period, at least a little brain, how basically does slightly gains.” 蔚澜认真的说道:“这个我也100%赞同,现在确实是一个红利期,至少稍微有点脑子,基本上怎么做都是赚。” Li Mu said: „Some this background judged, we make the real estate investment time can relax , can unshackle.” 李牧道:“有了这个背景判断,我们做地产投资的时候就能放松很多,也能放得开手脚。” „Then?” Wei Lan holds the chin and looks at Li Mu, said: „You had not said how you judge place or a region are good or bad.” “然后呢？”蔚澜托着下巴、看着李牧,说:“你还是没说你到底怎么判断一块地或者一个区域是好还是坏。” Li Mu said: „In my eyes, best screening condition generally such several, for example, where foreigner having a look at to be many, said on the whole, place that the westerner and Japan & South Korea person huddles together, the consumption level will be truly higher than other places, if you discovered where the foreigner starts to have the gathering to form the trend in community, hurries to go to there to take, the later increase speed is certainly faster than the general place.” 李牧说:“在我眼里,最好的筛选条件一般就那么几个,比如,看看哪里外国人多,大体上说,西方人、日韩人扎堆的地方,消费水平确实会比其他地方高一些,所以如果你发现外国人在哪里开始有汇聚形成社区的趋势,赶紧去那里拿地,以后的增幅速度一定比一般地方快。” Wei Lan nods gently, said: „For example Sanlitun.” 蔚澜轻轻点了点头,道:“比如说三里屯。” „Right.” Li Mu said with a smile: „Consular district, the foreigner are many, the consumption level will be naturally high, night club, bar and high-end dining, after to put it bluntly are the economy opens , the thing that come from the overseas, the domestic first group of seed users are the foreigners, therefore they will first choose toward Sanlitun run, the foreigner will also like huddling together more and more here, soon, will form the cybotaxis effect, more and more stewardship dining will gather here, then builds a fashion front position here.” “对啊。”李牧笑道:“使馆区嘛,外国人多,消费水平自然就会高,夜店、酒吧、高端餐饮,说白了都是经济开放之后从海外过来的东西,在国内的第一批种子用户就是外国人,所以他们会优先选择往三里屯跑,外国人也会越来越喜欢在这里扎堆,用不了多久,就会形成群聚效应,越来越多的娱乐休闲餐饮会聚拢到这里,然后把这里打造成一个时尚前沿阵地。” Saying, Li Mu was also saying: „Wudaokou and prosperous Capital these place South Korean are quite many, the union present Han culture, these two places will fear in the future will also become the quite prominent area, therefore these two places can also pay attention in the future with emphasis.” 说着,李牧又道:“五道口、旺京这些地方韩国人比较多,结合现在的哈韩文化,未来这两个地方怕是也会成为比较突出的地区,所以这两个地方将来也可以重点关注一下。” „Un, very reasonable.” Wei Lan said earnestly: „I remembered, later will pay attention to these two places, as well as other conform to your law the place.” “嗯,很有道理。”蔚澜认真的说:“我记得了,以后会多关注一下这两个地方,以及其他符合你这条定律的地方。” Li Mu nods, then said: „Is for example the words of commercial real estate, pays attention to the place that university huddles together, because the young people will become the main army of expense in the future ;” 李牧点点头,接着说:“还有就是比如商业地产的话,多关注一下大学扎堆的地方,因为年轻人未来会成为消费的主力军;” „Pays attention to the place that the high-tech industry huddles together again, for example Zhongguancun, because the development speed of this industry far exceeds other industries, therefore the average per person pay of this industry, and middle class proportion will be higher, they have stronger time sense, is also more urgent to the demand of time, place that therefore, huddles together in this industry, nearby house price certainly compared with peripheral high.” “再多关注一下高新产业扎堆的地方,比如中关村,因为这个行业的发展速度远超其他行业,所以这个行业的人均薪资,以及中产阶级占比会更高,他们有更强的时间观念,对时间的需求也更迫切,所以,在这个产业扎堆的地方,附近房价一定会比周边高。” Wei Lan listened to the Li Mu's analysis, a face appearance looking pensive, has not spoken temporarily. 蔚澜听了李牧的分析,一脸若有所思的样子,暂时没有说话。 Li Mu is actually unafraid, because his although does not understand the real estate, but these wise remarks personally see to summarize according to the later generation. 李牧倒是一点也不心虚,因为他虽然不懂房地产,但这些经验之谈都是根据后世亲眼所见总结出来的。 Especially finally, Li Mu has profound understanding. 尤其是最后一点,李牧深有体会。 Similarly is beyond five points, the house prices and house rent beyond northern five points, west these three directions the southeast are more expensive, moreover is much more expensive. 同样是五环外,北五环外的房价、房租,比东南西这三个方向都要贵,而且贵得多。 Beyond eastern five points house average price 20,000-30,000 times, the northern five points close to the place of Zhongguancun software park, have broken through 50,000, waits for the eastern five points to break through 50,000 times, the northern five points of 100,000 houses came out. 东五环外房子均价20,000-30,000的时候,北五环靠近中关村软件园的地方,就已经突破五万了,等东五环突破五万的时候,北五环十万的房子都出来了。 Reason that will have such big disparity , because the internet industry huddles together in this region, this house demand, rents or buys, very high. 之所以会有这么大的差距,就是因为互联网行业在这个区域扎堆,以至于这一带的房屋需求,无论是租还是买,都非常之高。 internet industry although has many hangs silk programmer, design and product, but, the average pay level of this industry is higher than most industries, moreover a company goes to US to go on the market, frequently creates on hundreds and thousands of millionaires, these people received to achieve the first matter after middle class, bought a house near Zhongguancun. 互联网行业虽然有很多吊丝码农、设计、产品,但是,这个行业的平均薪资水平比绝大多数行业都要高,而且一家公司赴美上市,动辄就缔造上成百上千个百万富翁,这些人收入达到了中产阶级之后的第一件事,就是在中关村附近买一套房子。 The present stage, Zhongguancun did not have to develop toward five points beyond truly, if hopes two flags, still area to take its several places now, in the future really must gain sends. 现阶段,中关村还没有真正往五环外发展,如果现在去希二旗、尚地一带拿它几块地,将来真是要赚发了。 Back then, Li Mu rented one from constructing housing in Tangjialing, one month of 300-400 Yuan, after for several years, Tangjialing most inferior returned to neighborhood also to sell a 60,000-70,000 draw. 想当年,李牧在唐家岭租一间自建房,一个月三四百块钱,数年后,唐家岭最次的回迁小区也卖到六七万一平。 Where is Tangjialing? That is the shantytown that beyond northern five points the previous bird does not defecate, the nearest underground station took several kilometers away, but its true advantage did not depend upon the subway, but was the close Zhongguancun software park, subway? Does not exist, its potential customer, is these wants to live here, can walk or the crowd of driving dozen minutes of coming and going to work. 唐家岭是个什么地方？那是个北五环外早先鸟不拉屎的棚户区,距离最近的地铁站都要好几公里远,但它真正的优势根本不依靠地铁,而是近在咫尺的中关村软件园,地铁？不存在的,它的潜在客户,是那些希望住在这里,可以走路或者开车十几分钟上下班的人群。 Wei Lan asked Li Mu at this time: „Chief Li, you thought that what scale Zhongguancun can develop in the future?” 蔚澜这时候问李牧:“李总,你觉得中关村未来能发展到什么规模呢？” Li Mu shrugs the arm, said: „The nation first, the world's second issue is not big.” 李牧耸了耸肩膀,说:“全国第一,世界第二问题不大。” Wei Lan surprised asking: „Is next to Silicon Valley?” 蔚澜惊讶的问:“仅次于硅谷？” „Right.” The Li Mu nod said: „Realizes this step, should not need too for a long time.” “没错。”李牧点头说道:“实现这一步,应该不需要太久。” Wei Lan said: „The nation is developing the high technology and new technology at present, particularly the first-tier city, basically has the new area and high-tech campus, can the Zhongguancun advantage maintain?” 蔚澜说:“全国目前都在发展高新技术,尤其是一线城市,基本都有新区以及高科技园区,中关村的优势能一直保持下去吗？” Li Mu said with a smile: „Relax, certain energy, in any countries and regions, the industrial cybotaxis effect is inevitable, US (America) has Hollywood, Silicon Valley and Detroit, these are the typical example, the Zhongguancun advantage have, first is situated in the capital, advantageous ; Second is the top school huddles together, Tsinghua, Yanjing, Renmin and aerospace and posts and telecommunications...... innumerable university nearby this, was Zhongguancun provided enough talent supply ; Third, currently has the scale dividend, the nation is biggest, the pioneer gives priority to here to start an undertaking, large enterprise, even if not move, should still establish the subsidiary company here, and sends more manpower, therefore, the nation is impossible to have any Gaoxinyuan area to surpass Zhongguancun again.” 李牧笑道:“放心吧,一定能,在任何一个国家和地区,产业群聚效应都是不可避免的,美国有好莱坞、硅谷、底特律,这些都是典型的例子,中关村的优势有很多,第一是位居首都,得天独厚;第二是顶尖学府扎堆,清华、燕大、人大、航空航天、邮电……数不清的大学在这附近,为中关村提供了足够的人才供应;第三,目前已经有了规模红利,全国最大,创业者优先考虑到这里创业,中大型企业就算不迁过来,也会在这里成立分公司,并且派驻更多的人手,所以,全国不可能再有任何一个高新园区超过中关村。” At this point, Li Mu also said: „Since we believe, Zhongguancun may becomes enterprise with high and new technology agglomeration that is next to Silicon Valley, then we will analyze Zhongguancun in the future the enterprise with high and new technology will develop a range, Zhongguancun starts from Third Ring North, arrives outside Fourth Ring North, will not be quite realistic toward the western development, toward the southbound three points or toward east, will be the congested area, had heard the enterprise will allow to pass through to the congested area, had not heard the congested area will allow to pass through for the enterprise, will therefore not be more realistic.” 说到这里,李牧顿了顿又道:“既然我们认为,中关村有可能成为仅次于硅谷的高新企业聚集地,那么我们来分析一下中关村未来高新企业的拓张范围,中关村从北三环开始,到北四环外,往西发展不太现实,往南进三环或者往东,都是人口稠密区,听说过企业给人口稠密区让路的,还从来没听说过人口稠密区为企业让路的,所以更不现实。” „The southeast western three shackles, making the high-tech industry form the aspects that the trapped/sleepy beasts fought in Third Ring North to Fourth Ring North this region, but, the surroundings of this trapped/sleepy beast are not other animals, but is the pens of reinforced concrete constructions, this trapped/sleepy beast only remaining breaking through directions, are to north.” “东南西三个方向的桎梏,让高新技术产业在北三环到北四环这个区域形成了困兽之斗的局面,但是,这头困兽的周围不是其他动物,而是一栋栋钢筋混凝土建造的牢笼,这头困兽唯一剩下的突围方向,就是一路向北。” „Directions that in the future, the high technology and new technology campuses and enterprises spread, certainly from Third Ring North is Qidian (Beginning), spreads northern five points to the northern areas and northeast area and beyond five points, six points that even must construct in the future, these places now the population are few, mobilizing the costs to be small, is the most important choice of high technology and new technology development , is almost the only choices, therefore on the other hand, the Wan Ying next stage, can find the ways to take some places in north much.” “未来,高新技术园区以及企业蔓延的方向,一定是从北三环为起点,向北部地区、西北部地区蔓延北五环、五环外,甚至未来要修建的六环,这些地方现在人口较少,动迁成本小,是高新技术发展的首要选择,也几乎是唯一选择,所以话说回来,万盈的下个阶段,可以想办法在北部多拿些地。” Wei Lan sighed: „The Wan Ying present fund also becomes serious very much, is almost at full capacities revolves, the next stage, feared that must wait for our first batch of estates to open sells to save the sufficient energies.” 蔚澜感叹道:“万盈现在的资金也很吃紧,几乎是满功率运转,下一个阶段,怕是要等我们首批楼盘开售才能积蓄足够的能量。” Li Mu said: „Did we also chat the first point you to remember a moment ago earliest?” 李牧说:“我们刚才最早聊得第一点你还记得吗？” Wei Lan asked: „You say over the next ten years the general trend of house price growth with stability?” 蔚澜问:“你是说未来十年房价稳步增长的大趋势吗？” Li Mu nod, said: „Unifies this general trend, the real estate company wants to make first-year university student to act boldly surely, so long as the quotation suspends here, never fear the ratio of debt to net worth to be high, felt relieved bold takes the biggest lever that you can attain, the general trend suspends here, in addition certain operation and controls the plate ability, the possibility of absolutely not having lost money.” 李牧点点头,道:“结合这个大趋势,房地产公司想做大一定要放开胆子,只要行情摆在这里,就永远都不要怕负债率高,放心大胆的去拿你们能拿到的最大杠杆,大趋势摆在这里,再加上一定的操作与控盘能力,就绝对没有赔钱的可能。” Nod of Wei Lan suddenly realize. 蔚澜恍然大悟的点了点头。 Li Mu also said at this time: „Wei Lan, to be honest, sometimes, analyzed the industry with the too specialized vision, easy extremely in focus, macroscopic controlled instead insufficient, this only the reason is in the truth in this mountain, if jumped out of the industry the fixed ideological mode, perhaps will have the unexpected benefit.” 李牧这时候又说:“蔚澜,说句实话,有些时候,用太专业的眼光去分析行业,容易太过于聚焦,宏观把控反而不足,这是只缘身在此山中的道理,如果跳出行业的固定思维模式,也许就会有意外收获。” „For example, we analyze the real estate development of Zhongguancun now, do not look how the subway cultivates, do not go to the manages school district how to divide, municipal government and area government to have any good policy, will look at the entire high technology and new technology industry future development trend, you will visit it is a giant beast, was stranded in three pens the volume is getting bigger and bigger, will break through toward the north is potential inevitably, you felt relieved that completed boldly, because industry, once will break through to north, the government to encourage the enterprise development, will certainly repair, to construct, to give the past the school the subway the policy, by that time will enter again, admission cost on. Too high.” “比如,现在我们分析中关村的地产发展,不要去看地铁怎么修、也不要去管学区怎么划分、市政府、区政府有没有什么利好政策,就看整个高新技术行业未来的发展趋势,你看它是一头巨兽,被困在三面牢笼中体积越来越大,往北突围已经是必然之势,你就放心大胆去做好了,因为行业一旦向北突围,政府为了鼓励企业发展,一定会把地铁修过去、把学校建过去、把政策给过去,到那个时候再进入,入场成本就太高了。”
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