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https://finance.sina.cn/2018-08-24/detail-ihicsiaw4632115.d.html?vt=4&pos=108&his=0
李嘉诚大裁员！
长实上海公司大裁员 李嘉诚继续收缩内地房地产战线
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08月24日 16:55关注
长实上海公司大裁员 李嘉诚继续收缩内地房地产战线
“此前上海公司还没有出现过大幅度裁员，今年这次裁员可能还有其它原因，因为这次动作较大，很少见。”
记者 王海春
记者从多个独立信源处独家获悉，李嘉诚家族旗下的长江实业上海公司，已悄然展开了一场大裁员。
接近长实的多位人士向 记者透露，裁员并非最近才开始，今年春节前后长实上海公司即下达了裁员通知及补偿方案，涉及投资、营销、工程等多个部门，目前已有不少员工离职。
一位曾就职于长实上海公司的人士表示，公司有不少工龄较长的员工，一些人在职年数已超过十年，此番裁员令部分员工措手不及。“此前上海公司还没有出现过大幅度裁员，今年这次裁员可能还有其它原因，因为这次动作较大，很少见。”
据不完全统计，近五年来，李嘉诚在内地和香港抛售物业总计套现已超1100亿港元。
“尽管李嘉诚多次表示并未从内地撤资，但近几年不断卖掉内地及香港多个物业，与其很少买入地块之间形成较大反差。此次长实上海公司大裁员，是李嘉诚家族继续收缩内地房地产战线的一个重要表现。” 一家国际咨询机构高层分析称。
裁员力度罕见
长实上海公司一位前员工告诉 记者，今年春节前后长实上海公司向员工下发了减员、调动通知，并设定了相应补偿方案。得到通知的员工提出意见，表示春节前后换工作较为困难，希望有半年多的缓冲时间用于寻找工作。
“自春节前后上海公司提出裁员后，半年多已经走了不少人。”上述长实前员工说。
“整个上海公司都在裁员。”一家与长实上海公司有过业务合作的企业人士向记者透露，“前不久我与长实上海公司某部门经理接触时，长实这位经理表示此番裁员力度不小，并开玩笑称大有几分解散上海公司的味道，因为此次裁员的不只有负责项目前期拓展的投资部，还包括营销、工程管理等多个部门。”
“这位部门经理提到，上海公司预计至少裁员三成。”上述人士补充道。
接近长实的房地产业内人士则向记者透露，由于长实上海公司在开发的楼盘不多，近几年也没有拿新的项目，目前的团队并不需要太多人员。因此除了保留少量工作人员对正在开发的项目进行收尾之外，多数人员将按照内部补偿方案，同时结合个人情况进行补偿之后离职。
他还表示，“对目前已有项目完成收尾后，按长实上海公司这样的态势，预计这些人员之后也可能会逐步分批离开。”
尽管目前长实在上海裁撤人员的总体规模尚未可知，但从该公司名为“品质控制管理部”的部门被裁撤的情况，得以初步窥得长实此番动作的大小。
上述长实上海公司前员工告诉记者，品质控制管理部要对楼盘工程质量、安全以及进程等进行管理监控，可谓长实工程部门对质量进行管理与检验的重要部门。然而经过一番裁撤后，目前上海公司只剩下很少几个人，由集团一位副总直接管理。
此外，接近长实上海公司的人士向 透露，长实上海公司投资部门此前还有几名拿地投资的人员，然而该部门已基本空了，目前只留下投资部一位负责人。此前一个项目至少配备一个策划以及几位营销人员，但今年公司提出裁员后，一个策划要兼管两三个项目，销售部裁撤后只剩下一两个人。
对此，记者向长实上海公司求证，该公司相关人士既未承认也未否认，仅表示“不知道这件事。”
内地房地产业务再“瘦身”
对于长实为何对上海公司展开大裁员，曾就职于长实上海公司一位员工告诉 记者，长实在沪项目少是原因之一。“上海原本项目就不多，近几年也没有拿新的地块或项目，因此裁员对长实的影响并不大。”他表示。
“这样做的原因，应该是长实认为内地楼市将处于长期调整期，因而并不适合投资或买入新土地。”一家研究机构驻香港研究经理分析称。
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记者在采访中了解到，长实目前在上海仅有两个待售住宅项目，一个是位于嘉定区的湖畔名邸905地块项目，长实拥有100%权益；另一个是普陀区真如的御湖名邸，长实拥有60%权益。
除了前述两个住宅楼盘，长实在沪还有一个商业项目。长实8月初公布的2018年中期报告显示，公司对位于静安区的世纪盛荟广场拥有60%的权益。不过静安项目自2013年3月贴出施工铭牌开始，至今已长达五年之久，仍在缓慢施工；而在长实2018年中期报告中，并未披露该项目的竣工日期。
就长实的运营策略，一家国际房产机构中国区研究总监表示，长实做开发的一个主要特点是超长时间的开发--通过马拉松式的“慢开发”为公司带来更大的收益。对此，上述长实上海公司前员工也表示，长实开发运营风格较为缓慢，相比其它高周转房企差别不小。即使是已经在做的项目，推进速度也很慢。
业内人士认为，这种运营方式并不能很好适应当下的市场环境。原因在于，虽然开发周期长，但在产品端无论是实际的应用还是创新方面，长实开发出的项目并没有优势和竞争力。
考虑到长实此前多次抛售内地物业，业界认为长实上海公司大裁员更深层次的原因，与该公司对内地房地产市场的判断有关。近几年以来李嘉诚旗下的公司一直出售包括在内上海的物业，却极少再购入土地。
接近上海长实的人士透露，长实的投资拓展部门其实也一直在上海及周边寻找新的合适的项目，并多次提出投资计划及建议，但投资方案却屡屡未能通过香港总部批准，因此多年以来长实上海公司在收获新项目上并无实质性进展。
但一家知名房企投资部经理却质疑道：“怎么会拿不到地？更多是不愿增加投资。在上海这样的热点城市拿地的确是有困难，但并不代表拿不到项目。没有增加新项目，一定程度上应该是不愿买入。”
千亿资产大腾挪
实际上，自2013年出售广州西城都荟广场、上海东方汇金中心以来，关于李嘉诚撤资的争论不绝于耳。但李嘉诚似乎并未受影响，依旧有计划地出售内地及香港的物业。
2014年，李嘉诚先后出售了南京国际金融中心大厦、长圆集团股权、北京盈科中心、重庆大都会、上海盛邦国际大厦；2015年卖掉香港商业地产盈晖荟等；2016年则出售陆家嘴世纪汇广场50%股权。
值得一提的是，目前内地和香港单笔大宗商业楼宇交易额的纪录，都是由李嘉诚旗下公司创下的。2016年10月，李嘉诚以200亿元的价格，卖掉其在上海浦东的最后一个大型商业项目--上海世纪汇广场，创下内地单一物业交易的最高纪录。2017年11月，李嘉诚以402亿港元（约合353亿元人民币）出售香港中环中心，则创下香港商办楼转让的最高纪录。
尽管李嘉诚在内地和香港抛售的已超千亿港元，但其抛售动作仍在持续。今年年初，李嘉诚拟以200亿元的价格卖掉重庆一宗大型商住地块约六成的权益，但后续这一转让未有新消息传出。
一家房产国际咨询机构高层指出，虽然李嘉诚多次否认从内地撤资，但从其实际行动来看，近几年的确是一直在出货，却极少购置新的项目或土地。
对于李嘉诚家族近几年在内地楼市的表现，有投资机构总结为：长久囤货、适机出货，但不会甩货，近几年则几乎没有进货。
“不甩货的意思是，即使要卖项目，价格不合适也不会卖。此前长实也想对普陀真如的项目整体出售，但因为与投资机构在价格上没有谈拢，最后长实才决定自己销售。”一家国际机构人士告诉 记者。
与此同时，李嘉诚在持续加码海外投资。据不完全统计，自2013年抛售内地物业开始至今，李嘉诚在海外收购资产的总规模已超1400亿港元。
一位香港机构分析师表示，李嘉诚今年5月已宣布退休，其长子李泽钜接手后，在欧美、澳洲布局的力度或将进一步加大。
对于未来的投资方向，长实在近日发布的2018年中报表示，“将关注能带来固定收入的资产。”而从投资地域来看，欧洲、北美及澳洲等国外地区，则是其投资的重点区域。
“自2016年底至今，集团相继投资于香港及外地多项物业及酒店，并购入于欧洲大陆、澳洲、加拿大及英国的基建及实力资产项目，以及飞机租赁业务。这些将为集团带来大量固定收入，及提高溢利收益。”长实在2018年中报中如是说。
而从业务增长情况来看，长实销售物业情况较去年同期出现了较大幅度下降。
长实半年报显示，今年上半年，公司物业销售从去年同期的91.3亿港元降至22.3亿港元。内地的物业销售收益，则从去年上半年的61.4亿港元降至16.4亿港元。
Li Ka-shing of Changshi Shanghai Company continues to shrink the mainland real estate front

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August 24th 16:55 attention
Li Ka-shing of Changshi Shanghai Company continues to shrink the mainland real estate front
"Previously, the Shanghai company has not experienced any major layoffs. There may be other reasons for this layoff this year, because this action is relatively large and rare."

Reporter Wang Haichun
The reporter learned from a number of independent sources that Changjiang Industrial Shanghai, a subsidiary of the Li Ka-shing family, has quietly launched a major layoff.
Many people close to Changshi told reporters that layoffs have not started recently. The Shanghai company has issued layoff notices and compensation plans, including investment, marketing, engineering and other departments. Resigned.
A person who worked at Cheung Kong Shanghai Company said that the company has many employees with long working hours. Some of them have been in business for more than ten years. This layoff has caused some employees to be caught off guard. "Previously, the Shanghai company has not experienced any major layoffs. There may be other reasons for this layoff this year, because this action is relatively large and rare."
According to incomplete statistics, in the past five years, Li Ka-shing has sold a total of over HK$110 billion in property sales in the Mainland and Hong Kong.
"Although Li Ka-shing has repeatedly said that he has not divested from the mainland, in recent years, he has continuously sold a number of properties in the Mainland and Hong Kong, which is a big contrast with the few land purchases. The senior layoff of the Shanghai company is The Li Ka-shing family continues to shrink an important performance in the mainland real estate front," said a senior analyst at an international consulting firm.
Rack cuts are rare
A former employee of Changshi Shanghai Company told the reporter that before and after the Spring Festival this year, Changshi Shanghai Company issued a notice of reduction of staff and transfer to employees, and set up a corresponding compensation plan. The notified employees gave their opinions, indicating that it is more difficult to change jobs before and after the Spring Festival. I hope that more than half a year of buffering time is used to find work.
"Since the Shanghai company proposed layoffs before and after the Spring Festival, more than half a year has passed many people." The former Changshi staff said.
“The entire Shanghai company is laying off employees.” A business person who has had business cooperation with Changshi Shanghai Company told reporters that “when I was in contact with a department manager of Changshi Shanghai Company, Changshi’s manager said that this layoff The strength is not small, and jokingly said that there is a lot of decomposition of the Shanghai company's taste, because the layoffs are not only responsible for the project's early expansion of the investment department, but also marketing, engineering management and other departments."
“The department manager mentioned that the Shanghai company is expected to lay off at least 30% of the staff.” The above person added.
Nearly real estate industry insiders revealed to reporters that because Changshi Shanghai Company has not developed many real estate projects, and has not taken new projects in recent years, the current team does not need too many people. Therefore, in addition to retaining a small number of staff to close the project under development, most of the staff will leave according to the internal compensation plan, combined with personal circumstances to compensate.
He also said, "After the completion of the existing projects, according to the situation of Changshi Shanghai, it is expected that these personnel may gradually leave in batches."
Although the overall size of Chang’s abolished personnel in Shanghai is not yet known, the situation in which the company’s department called “Quality Control Management Department” was abolished gave a preliminary glimpse of the size of this action.
The former employees of Changshi Shanghai Company told the reporter that the quality control management department should manage and monitor the quality, safety and progress of the real estate project, which is an important department for the management and inspection of quality by the Changshi Engineering Department. However, after some abolition, there are only a few people left in the Shanghai company, which is directly managed by a vice president of the group.
In addition, people close to Changshi Shanghai Company revealed that Changshi Shanghai's investment department had several people who had invested in land acquisition. However, the department was basically empty, and only one person in charge of the investment department was left. Previously, at least one planner and several marketers were involved in a project. However, after the company proposed layoffs this year, one plan had to manage two or three projects, and only one or two people were left after the sales department was abolished.
In this regard, the reporter asked the Changshi Shanghai company for verification. The relevant person of the company neither acknowledged nor denied it. It only said “I don’t know about it.”
Mainland real estate business is "slimming"
As for why Changshi started a major layoff of the Shanghai company, an employee of Changshi Shanghai Company told the reporter that Changshi’s Shanghai project was one of the reasons. “There were not many Shanghai original projects. In recent years, there have been no new plots or projects, so layoffs have little impact on Changshi,” he said.
"The reason for this is that Changshi believes that the mainland property market will be in a long-term adjustment period, so it is not suitable for investing or buying new land," said a research manager at a research institute in Hong Kong.

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In the interview, the reporter learned that Changshi currently has only two residential projects for sale in Shanghai. One is the No. 905 plot project on the lakeside in Jiading District. Changshi has 100% equity; the other is the true of the Putuo District. Lake name, Changshi has a 60% interest.
In addition to the two residential properties mentioned above, Changshi has a commercial project in Shanghai. According to the 2018 interim report released by Cheung Kong in early August, the company has a 60% interest in Century Century Plaza in Jing'an District. However, the Jing'an project has been posted since the construction of the nameplate in March 2013. It has been under construction for five years and is still being slowly constructed. In the 2018 Interim Report of Changshi, the completion date of the project was not disclosed.
Regarding Cheung Kong's operational strategy, a research director of China for an international real estate agency said that a major feature of Cheung Kong's development is the long-term development of the company - through the marathon "slow development" to bring greater benefits to the company. In this regard, the former employees of Changshi Shanghai Company also said that the development and operation style of Changshi is relatively slow, which is not much different from other high-speed housing companies. Even projects that are already underway are slow to advance.
The industry believes that this type of operation does not adapt well to the current market environment. The reason is that although the development cycle is long, there are no advantages and competitiveness in the projects developed by Cheung Kong on the product side, whether it is actual application or innovation.
Considering that Changshi had previously sold mainland property several times, the industry believes that the reason for the deeper layoffs of Changshi Shanghai Company is related to the company's judgment on the mainland real estate market. In recent years, Li Ka-shing's companies have been selling properties in Shanghai, but rarely purchased land.
People close to Shanghai Changshi revealed that Changshi’s investment development department has been looking for new suitable projects in Shanghai and surrounding areas, and has repeatedly proposed investment plans and proposals, but the investment plans have repeatedly failed to pass the approval of the Hong Kong headquarters. For many years, Changshi Shanghai Company has not made any substantial progress in harvesting new projects.
However, a well-known real estate investment manager has questioned: “How can I not get the land? More is not willing to increase investment. It is indeed difficult to get land in a hot city like Shanghai, but it does not mean that the project cannot be obtained. Without adding new projects, it should be unwilling to buy to some extent."
Hundreds of billions of assets
In fact, since the sale of Guangzhou Xicheng Metropolis Plaza and Shanghai Oriental Huijin Center in 2013, there has been a lot of debate about Li Ka-shing's divestment. However, Li Ka-shing does not seem to be affected. There are still plans to sell properties in the Mainland and Hong Kong.
In 2014, Li Jiacheng sold Nanjing International Financial Center Building, Changyuan Group's equity, Beijing Yingke Center, Chongqing Metropolis, Shanghai Shengbang International Building; sold Hong Kong commercial real estate Yinghuihui in 2015; and sold Lujiazui Century Hui in 2016 50% equity in the square.
It is worth mentioning that the current record of the transaction volume of a single large commercial building in the Mainland and Hong Kong was created by Li Ka-shing's company. In October 2016, Li Ka-shing sold its last large-scale commercial project in Shanghai Pudong, Shanghai Century Hui Plaza, at a price of 20 billion yuan, setting a record for a single property transaction in the Mainland. In November 2017, Li Ka-shing sold the Hong Kong Central Centre for HK$40.2 billion (about 35.3 billion yuan), setting a record for the transfer of Hong Kong commercial buildings.
Although Li Ka-shing has sold more than 100 billion Hong Kong dollars in the Mainland and Hong Kong, its selling action continues. At the beginning of this year, Li Ka-shing planned to sell about 60% of a large commercial and residential plot in Chongqing at a price of 20 billion yuan, but no new news came from this follow-up.
A senior executive of a real estate international consulting firm pointed out that although Li Ka-shing repeatedly denied the withdrawal of funds from the mainland, from its actual actions, it has been shipping in recent years, but rarely purchased new projects or land.
For the performance of the Li Ka-shing family in the mainland property market in recent years, some investment institutions have concluded that they have long-term stockpile and suitable machine shipments, but they will not stock up. In recent years, there has been almost no purchase.
"The meaning of not selling goods is that even if you want to sell the project, the price will not be sold. If Changshi wants to sell the whole project of Putuo Zhenru, but because the investment institution does not talk about the price, the last one is only Decided to sell yourself." An international organization told reporters.
At the same time, Li Ka-shing continues to increase overseas investment. According to incomplete statistics, since the sale of mainland properties in 2013, the total size of Li Ka-shing’s overseas acquisition of assets has exceeded HK$140 billion.
A Hong Kong institutional analyst said that Li Ka-shing has announced his retirement in May this year. After his eldest son, Li Zezhen, took over, the strength of the layout in Europe, America and Australia will be further increased.
For the future investment direction, Changshi’s 2018 mid-year report recently announced that “it will focus on assets that can bring fixed income.” From the perspective of investment geography, foreign countries such as Europe, North America and Australia are investing. Key area.
“Since the end of 2016, the Group has successively invested in a number of properties and hotels in Hong Kong and overseas, and acquired infrastructure and strength assets projects in the European continent, Australia, Canada and the United Kingdom, as well as aircraft leasing business. These will bring a lot of fixed assets to the Group. Revenue, and increase profitability." Changshi said in the 2018 mid-year report.
From the perspective of business growth, the situation of Changshi's sales of properties has dropped significantly compared with the same period last year.
Changshi’s semi-annual report showed that in the first half of this year, the company’s property sales fell to HK$2.23 billion from HK$9.13 billion in the same period last year. Property sales revenue from the Mainland fell from HK$6.14 billion in the first half of last year to HK$1.64 billion.
李嘉诚大裁员！
长实上海公司大裁员 李嘉诚继续收缩内地房地产战线
08月24日 16:55关注
长实上海公司大裁员 李嘉诚继续收缩内地房地产战线
“此前上海公司还没有出现过大幅度裁员，今年这次裁员可能还有其它原因，因为这次动作较大，很少见。”
记者 王海春
记者从多个独立信源处独家获悉，李嘉诚家族旗下的长江实业上海公司，已悄然展开了一场大裁员。
接近长实的多位人士向 记者透露，裁员并非最近才开始，今年春节前后长实上海公司即下达了裁员通知及补偿方案，涉及投资、营销、工程等多个部门，目前已有不少员工离职。
一位曾就职于长实上海公司的人士表示，公司有不少工龄较长的员工，一些人在职年数已超过十年，此番裁员令部分员工措手不及。“此前上海公司还没有出现过大幅度裁员，今年这次裁员可能还有其它原因，因为这次动作较大，很少见。”
据不完全统计，近五年来，李嘉诚在内地和香港抛售物业总计套现已超1100亿港元。
“尽管李嘉诚多次表示并未从内地撤资，但近几年不断卖掉内地及香港多个物业，与其很少买入地块之间形成较大反差。此次长实上海公司大裁员，是李嘉诚家族继续收缩内地房地产战线的一个重要表现。” 一家国际咨询机构高层分析称。
裁员力度罕见
长实上海公司一位前员工告诉 记者，今年春节前后长实上海公司向员工下发了减员、调动通知，并设定了相应补偿方案。得到通知的员工提出意见，表示春节前后换工作较为困难，希望有半年多的缓冲时间用于寻找工作。
“自春节前后上海公司提出裁员后，半年多已经走了不少人。”上述长实前员工说。
“整个上海公司都在裁员。”一家与长实上海公司有过业务合作的企业人士向记者透露，“前不久我与长实上海公司某部门经理接触时，长实这位经理表示此番裁员力度不小，并开玩笑称大有几分解散上海公司的味道，因为此次裁员的不只有负责项目前期拓展的投资部，还包括营销、工程管理等多个部门。”
“这位部门经理提到，上海公司预计至少裁员三成。”上述人士补充道。
接近长实的房地产业内人士则向记者透露，由于长实上海公司在开发的楼盘不多，近几年也没有拿新的项目，目前的团队并不需要太多人员。因此除了保留少量工作人员对正在开发的项目进行收尾之外，多数人员将按照内部补偿方案，同时结合个人情况进行补偿之后离职。
他还表示，“对目前已有项目完成收尾后，按长实上海公司这样的态势，预计这些人员之后也可能会逐步分批离开。”
尽管目前长实在上海裁撤人员的总体规模尚未可知，但从该公司名为“品质控制管理部”的部门被裁撤的情况，得以初步窥得长实此番动作的大小。
上述长实上海公司前员工告诉记者，品质控制管理部要对楼盘工程质量、安全以及进程等进行管理监控，可谓长实工程部门对质量进行管理与检验的重要部门。然而经过一番裁撤后，目前上海公司只剩下很少几个人，由集团一位副总直接管理。
此外，接近长实上海公司的人士向 透露，长实上海公司投资部门此前还有几名拿地投资的人员，然而该部门已基本空了，目前只留下投资部一位负责人。此前一个项目至少配备一个策划以及几位营销人员，但今年公司提出裁员后，一个策划要兼管两三个项目，销售部裁撤后只剩下一两个人。
对此，记者向长实上海公司求证，该公司相关人士既未承认也未否认，仅表示“不知道这件事。”
内地房地产业务再“瘦身”
对于长实为何对上海公司展开大裁员，曾就职于长实上海公司一位员工告诉 记者，长实在沪项目少是原因之一。“上海原本项目就不多，近几年也没有拿新的地块或项目，因此裁员对长实的影响并不大。”他表示。
“这样做的原因，应该是长实认为内地楼市将处于长期调整期，因而并不适合投资或买入新土地。”一家研究机构驻香港研究经理分析称。
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记者在采访中了解到，长实目前在上海仅有两个待售住宅项目，一个是位于嘉定区的湖畔名邸905地块项目，长实拥有100%权益；另一个是普陀区真如的御湖名邸，长实拥有60%权益。
除了前述两个住宅楼盘，长实在沪还有一个商业项目。长实8月初公布的2018年中期报告显示，公司对位于静安区的世纪盛荟广场拥有60%的权益。不过静安项目自2013年3月贴出施工铭牌开始，至今已长达五年之久，仍在缓慢施工；而在长实2018年中期报告中，并未披露该项目的竣工日期。
就长实的运营策略，一家国际房产机构中国区研究总监表示，长实做开发的一个主要特点是超长时间的开发--通过马拉松式的“慢开发”为公司带来更大的收益。对此，上述长实上海公司前员工也表示，长实开发运营风格较为缓慢，相比其它高周转房企差别不小。即使是已经在做的项目，推进速度也很慢。
业内人士认为，这种运营方式并不能很好适应当下的市场环境。原因在于，虽然开发周期长，但在产品端无论是实际的应用还是创新方面，长实开发出的项目并没有优势和竞争力。
考虑到长实此前多次抛售内地物业，业界认为长实上海公司大裁员更深层次的原因，与该公司对内地房地产市场的判断有关。近几年以来李嘉诚旗下的公司一直出售包括在内上海的物业，却极少再购入土地。
接近上海长实的人士透露，长实的投资拓展部门其实也一直在上海及周边寻找新的合适的项目，并多次提出投资计划及建议，但投资方案却屡屡未能通过香港总部批准，因此多年以来长实上海公司在收获新项目上并无实质性进展。
但一家知名房企投资部经理却质疑道：“怎么会拿不到地？更多是不愿增加投资。在上海这样的热点城市拿地的确是有困难，但并不代表拿不到项目。没有增加新项目，一定程度上应该是不愿买入。”
千亿资产大腾挪
实际上，自2013年出售广州西城都荟广场、上海东方汇金中心以来，关于李嘉诚撤资的争论不绝于耳。但李嘉诚似乎并未受影响，依旧有计划地出售内地及香港的物业。
2014年，李嘉诚先后出售了南京国际金融中心大厦、长圆集团股权、北京盈科中心、重庆大都会、上海盛邦国际大厦；2015年卖掉香港商业地产盈晖荟等；2016年则出售陆家嘴世纪汇广场50%股权。
值得一提的是，目前内地和香港单笔大宗商业楼宇交易额的纪录，都是由李嘉诚旗下公司创下的。2016年10月，李嘉诚以200亿元的价格，卖掉其在上海浦东的最后一个大型商业项目--上海世纪汇广场，创下内地单一物业交易的最高纪录。2017年11月，李嘉诚以402亿港元（约合353亿元人民币）出售香港中环中心，则创下香港商办楼转让的最高纪录。
尽管李嘉诚在内地和香港抛售的已超千亿港元，但其抛售动作仍在持续。今年年初，李嘉诚拟以200亿元的价格卖掉重庆一宗大型商住地块约六成的权益，但后续这一转让未有新消息传出。
一家房产国际咨询机构高层指出，虽然李嘉诚多次否认从内地撤资，但从其实际行动来看，近几年的确是一直在出货，却极少购置新的项目或土地。
对于李嘉诚家族近几年在内地楼市的表现，有投资机构总结为：长久囤货、适机出货，但不会甩货，近几年则几乎没有进货。
“不甩货的意思是，即使要卖项目，价格不合适也不会卖。此前长实也想对普陀真如的项目整体出售，但因为与投资机构在价格上没有谈拢，最后长实才决定自己销售。”一家国际机构人士告诉 记者。
与此同时，李嘉诚在持续加码海外投资。据不完全统计，自2013年抛售内地物业开始至今，李嘉诚在海外收购资产的总规模已超1400亿港元。
一位香港机构分析师表示，李嘉诚今年5月已宣布退休，其长子李泽钜接手后，在欧美、澳洲布局的力度或将进一步加大。
对于未来的投资方向，长实在近日发布的2018年中报表示，“将关注能带来固定收入的资产。”而从投资地域来看，欧洲、北美及澳洲等国外地区，则是其投资的重点区域。
“自2016年底至今，集团相继投资于香港及外地多项物业及酒店，并购入于欧洲大陆、澳洲、加拿大及英国的基建及实力资产项目，以及飞机租赁业务。这些将为集团带来大量固定收入，及提高溢利收益。”长实在2018年中报中如是说。
而从业务增长情况来看，长实销售物业情况较去年同期出现了较大幅度下降。
长实半年报显示，今年上半年，公司物业销售从去年同期的91.3亿港元降至22.3亿港元。内地的物业销售收益，则从去年上半年的61.4亿港元降至16.4亿港元。
Li Ka-shing of Changshi Shanghai Company continues to shrink the mainland real estate front

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August 24th 16:55 attention
Li Ka-shing of Changshi Shanghai Company continues to shrink the mainland real estate front
"Previously, the Shanghai company has not experienced any major layoffs. There may be other reasons for this layoff this year, because this action is relatively large and rare."

Reporter Wang Haichun
The reporter learned from a number of independent sources that Changjiang Industrial Shanghai, a subsidiary of the Li Ka-shing family, has quietly launched a major layoff.
Many people close to Changshi told reporters that layoffs have not started recently. The Shanghai company has issued layoff notices and compensation plans, including investment, marketing, engineering and other departments. Resigned.
A person who worked at Cheung Kong Shanghai Company said that the company has many employees with long working hours. Some of them have been in business for more than ten years. This layoff has caused some employees to be caught off guard. "Previously, the Shanghai company has not experienced any major layoffs. There may be other reasons for this layoff this year, because this action is relatively large and rare."
According to incomplete statistics, in the past five years, Li Ka-shing has sold a total of over HK$110 billion in property sales in the Mainland and Hong Kong.
"Although Li Ka-shing has repeatedly said that he has not divested from the mainland, in recent years, he has continuously sold a number of properties in the Mainland and Hong Kong, which is a big contrast with the few land purchases. The senior layoff of the Shanghai company is The Li Ka-shing family continues to shrink an important performance in the mainland real estate front," said a senior analyst at an international consulting firm.
Rack cuts are rare
A former employee of Changshi Shanghai Company told the reporter that before and after the Spring Festival this year, Changshi Shanghai Company issued a notice of reduction of staff and transfer to employees, and set up a corresponding compensation plan. The notified employees gave their opinions, indicating that it is more difficult to change jobs before and after the Spring Festival. I hope that more than half a year of buffering time is used to find work.
"Since the Shanghai company proposed layoffs before and after the Spring Festival, more than half a year has passed many people." The former Changshi staff said.
“The entire Shanghai company is laying off employees.” A business person who has had business cooperation with Changshi Shanghai Company told reporters that “when I was in contact with a department manager of Changshi Shanghai Company, Changshi’s manager said that this layoff The strength is not small, and jokingly said that there is a lot of decomposition of the Shanghai company's taste, because the layoffs are not only responsible for the project's early expansion of the investment department, but also marketing, engineering management and other departments."
“The department manager mentioned that the Shanghai company is expected to lay off at least 30% of the staff.” The above person added.
Nearly real estate industry insiders revealed to reporters that because Changshi Shanghai Company has not developed many real estate projects, and has not taken new projects in recent years, the current team does not need too many people. Therefore, in addition to retaining a small number of staff to close the project under development, most of the staff will leave according to the internal compensation plan, combined with personal circumstances to compensate.
He also said, "After the completion of the existing projects, according to the situation of Changshi Shanghai, it is expected that these personnel may gradually leave in batches."
Although the overall size of Chang’s abolished personnel in Shanghai is not yet known, the situation in which the company’s department called “Quality Control Management Department” was abolished gave a preliminary glimpse of the size of this action.
The former employees of Changshi Shanghai Company told the reporter that the quality control management department should manage and monitor the quality, safety and progress of the real estate project, which is an important department for the management and inspection of quality by the Changshi Engineering Department. However, after some abolition, there are only a few people left in the Shanghai company, which is directly managed by a vice president of the group.
In addition, people close to Changshi Shanghai Company revealed that Changshi Shanghai's investment department had several people who had invested in land acquisition. However, the department was basically empty, and only one person in charge of the investment department was left. Previously, at least one planner and several marketers were involved in a project. However, after the company proposed layoffs this year, one plan had to manage two or three projects, and only one or two people were left after the sales department was abolished.
In this regard, the reporter asked the Changshi Shanghai company for verification. The relevant person of the company neither acknowledged nor denied it. It only said “I don’t know about it.”
Mainland real estate business is "slimming"
As for why Changshi started a major layoff of the Shanghai company, an employee of Changshi Shanghai Company told the reporter that Changshi’s Shanghai project was one of the reasons. “There were not many Shanghai original projects. In recent years, there have been no new plots or projects, so layoffs have little impact on Changshi,” he said.
"The reason for this is that Changshi believes that the mainland property market will be in a long-term adjustment period, so it is not suitable for investing or buying new land," said a research manager at a research institute in Hong Kong.

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In the interview, the reporter learned that Changshi currently has only two residential projects for sale in Shanghai. One is the No. 905 plot project on the lakeside in Jiading District. Changshi has 100% equity; the other is the true of the Putuo District. Lake name, Changshi has a 60% interest.
In addition to the two residential properties mentioned above, Changshi has a commercial project in Shanghai. According to the 2018 interim report released by Cheung Kong in early August, the company has a 60% interest in Century Century Plaza in Jing'an District. However, the Jing'an project has been posted since the construction of the nameplate in March 2013. It has been under construction for five years and is still being slowly constructed. In the 2018 Interim Report of Changshi, the completion date of the project was not disclosed.
Regarding Cheung Kong's operational strategy, a research director of China for an international real estate agency said that a major feature of Cheung Kong's development is the long-term development of the company - through the marathon "slow development" to bring greater benefits to the company. In this regard, the former employees of Changshi Shanghai Company also said that the development and operation style of Changshi is relatively slow, which is not much different from other high-speed housing companies. Even projects that are already underway are slow to advance.
The industry believes that this type of operation does not adapt well to the current market environment. The reason is that although the development cycle is long, there are no advantages and competitiveness in the projects developed by Cheung Kong on the product side, whether it is actual application or innovation.
Considering that Changshi had previously sold mainland property several times, the industry believes that the reason for the deeper layoffs of Changshi Shanghai Company is related to the company's judgment on the mainland real estate market. In recent years, Li Ka-shing's companies have been selling properties in Shanghai, but rarely purchased land.
People close to Shanghai Changshi revealed that Changshi’s investment development department has been looking for new suitable projects in Shanghai and surrounding areas, and has repeatedly proposed investment plans and proposals, but the investment plans have repeatedly failed to pass the approval of the Hong Kong headquarters. For many years, Changshi Shanghai Company has not made any substantial progress in harvesting new projects.
However, a well-known real estate investment manager has questioned: “How can I not get the land? More is not willing to increase investment. It is indeed difficult to get land in a hot city like Shanghai, but it does not mean that the project cannot be obtained. Without adding new projects, it should be unwilling to buy to some extent."
Hundreds of billions of assets
In fact, since the sale of Guangzhou Xicheng Metropolis Plaza and Shanghai Oriental Huijin Center in 2013, there has been a lot of debate about Li Ka-shing's divestment. However, Li Ka-shing does not seem to be affected. There are still plans to sell properties in the Mainland and Hong Kong.
In 2014, Li Jiacheng sold Nanjing International Financial Center Building, Changyuan Group's equity, Beijing Yingke Center, Chongqing Metropolis, Shanghai Shengbang International Building; sold Hong Kong commercial real estate Yinghuihui in 2015; and sold Lujiazui Century Hui in 2016 50% equity in the square.
It is worth mentioning that the current record of the transaction volume of a single large commercial building in the Mainland and Hong Kong was created by Li Ka-shing's company. In October 2016, Li Ka-shing sold its last large-scale commercial project in Shanghai Pudong, Shanghai Century Hui Plaza, at a price of 20 billion yuan, setting a record for a single property transaction in the Mainland. In November 2017, Li Ka-shing sold the Hong Kong Central Centre for HK$40.2 billion (about 35.3 billion yuan), setting a record for the transfer of Hong Kong commercial buildings.
Although Li Ka-shing has sold more than 100 billion Hong Kong dollars in the Mainland and Hong Kong, its selling action continues. At the beginning of this year, Li Ka-shing planned to sell about 60% of a large commercial and residential plot in Chongqing at a price of 20 billion yuan, but no new news came from this follow-up.
A senior executive of a real estate international consulting firm pointed out that although Li Ka-shing repeatedly denied the withdrawal of funds from the mainland, from its actual actions, it has been shipping in recent years, but rarely purchased new projects or land.
For the performance of the Li Ka-shing family in the mainland property market in recent years, some investment institutions have concluded that they have long-term stockpile and suitable machine shipments, but they will not stock up. In recent years, there has been almost no purchase.
"The meaning of not selling goods is that even if you want to sell the project, the price will not be sold. If Changshi wants to sell the whole project of Putuo Zhenru, but because the investment institution does not talk about the price, the last one is only Decided to sell yourself." An international organization told reporters.
At the same time, Li Ka-shing continues to increase overseas investment. According to incomplete statistics, since the sale of mainland properties in 2013, the total size of Li Ka-shing’s overseas acquisition of assets has exceeded HK$140 billion.
A Hong Kong institutional analyst said that Li Ka-shing has announced his retirement in May this year. After his eldest son, Li Zezhen, took over, the strength of the layout in Europe, America and Australia will be further increased.
For the future investment direction, Changshi’s 2018 mid-year report recently announced that “it will focus on assets that can bring fixed income.” From the perspective of investment geography, foreign countries such as Europe, North America and Australia are investing. Key area.
“Since the end of 2016, the Group has successively invested in a number of properties and hotels in Hong Kong and overseas, and acquired infrastructure and strength assets projects in the European continent, Australia, Canada and the United Kingdom, as well as aircraft leasing business. These will bring a lot of fixed assets to the Group. Revenue, and increase profitability." Changshi said in the 2018 mid-year report.
From the perspective of business growth, the situation of Changshi's sales of properties has dropped significantly compared with the same period last year.
Changshi’s semi-annual report showed that in the first half of this year, the company’s property sales fell to HK$2.23 billion from HK$9.13 billion in the same period last year. Property sales revenue from the Mainland fell from HK$6.14 billion in the first half of last year to HK$1.64 billion.
