大信号！煤老板又杀回了房地产

华尔街见闻2023-12-07

作者 | 曹安浔谁也没想到，在楼市信心低迷的凛冬时分，当年拎着麻袋买楼的煤老板们又杀回来了。11月28日，邕鹏实业豪掷41亿买下上海市中心三栋豪宅。这家公司与来自内蒙古的煤炭产业富豪——刘满世有着千丝万缕的联系。这不是个案。去年以来，来自山西的张亚平、温秋贵等多个煤碳产业家族买楼、买地等，累次斥资近200亿元。煤老板是中国房地产市场里的一道奇观。上世纪末，煤炭价格开始市场化后，煤老板们一夜暴富，买...

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精彩评论

Woyo
2023-12-07
Woyo
高度决定眼界
long or short
2023-12-07
long or short
房地产股票还有得救吗
黑皮东东
2023-12-07
黑皮东东
身
黑皮东东
2023-12-07
黑皮东东
国
黑皮东东
2023-12-07
黑皮东东
伤
黑皮东东
2023-12-07
黑皮东东
有

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The coal boss killed the real estate again","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/e865cfa3e1b3da751cb875abf11ca00a","symbols_score_info":{"512200":1.1},"content_text":"作者 | 曹安浔谁也没想到，在楼市信心低迷的凛冬时分，当年拎着麻袋买楼的煤老板们又杀回来了。11月28日，邕鹏实业豪掷41亿买下上海市中心三栋豪宅。这家公司与来自内蒙古的煤炭产业富豪——刘满世有着千丝万缕的联系。这不是个案。去年以来，来自山西的张亚平、温秋贵等多个煤碳产业家族买楼、买地等，累次斥资近200亿元。煤老板是中国房地产市场里的一道奇观。上世纪末，煤炭价格开始市场化后，煤老板们一夜暴富，买私人飞机、豪车、豪宅等一掷千金，是将潘石屹捧成京城“地产一哥”的大金主，但后来煤炭行业遭遇整改，他们也一度沉寂。随着近年煤炭行业整体价格走高，煤老板们又活了过来，年营收百亿、千亿的煤炭集团盯上了处于价格低点的优质物业，纷纷出手抄底。12月6日，安信证券首席经济学家高善文演讲中表示，房地产投资从占GDP比重来看，市场已经严重超调，但何时到底并不能确定。也许煤老板们，已经给出了一个明确的信号。回归大悦城控股公告显示，上海邕鹏实业有限公司（以下简称为邕鹏实业）已支付41.42亿元，买下中粮海景壹号楼盘5、6、7号三栋楼。中粮海景壹号位于上海陆家嘴CBD核心，与“中国第一豪宅”汤臣一品仅一路之隔。安居客显示，目前挂牌的一套中粮海景壹号340㎡的房源总价8600万，均价25.27万元/㎡ 。根据大悦城公告，原本中粮海景壹号1、2、8号楼对外销售，5、6、7号楼作为酒店式公寓只租不售，已持有十余年，可谓压箱底的宝贝，而今忍痛割爱，是大悦城在盈利承压下的无奈割舍。今年以来，大悦城控股已挂牌抛售位于北京、上海、深圳等地多处优质资产，涵盖商品房、写字楼、公寓等，如果交易全部完成，预计可回笼资金超85亿元。买下大悦城豪宅的邕鹏实业成立于2023年9月，由余虹泽、刘彦操分别持有70%、30%股份。余虹泽在明满国际能源（乌拉特中旗）等三家公司担任法人、高管，股权穿透后，这三家公司实控人均为刘满世。上世纪九十年代，刘满世从承包内蒙古八一煤矿开始，逐步建立起多元化综合型集团——满世投资集团，2022年营业收入达129亿元。在《2021胡润百富榜》上，刘满世以41亿元身家，成为鄂尔多斯市准格尔旗地区首富。对于购买大悦城三栋楼一事，北京满世投资有限公司方面表示，不了解情况，并不清楚用途。刘满世并非特例。去年开始，煤老板们就开始或明或暗杀回房地产了，成为地产圈逆势抄底的一个特殊群体。在大悦城豪宅卖出前，另一位煤炭背景的公司也拿下了央企地产商的资产。今年10月，北京渤海润泽商业管理接手金茂转让的北京威斯汀大饭店，成交价28.01亿元。渤海润泽成立于今年8月，看起来就是一个“壳公司”，实控人是石翠。据接近交易的人士透露，接手方背景也是来自陕西的煤炭产业集团。更早之前的去年7月，内蒙古汇能煤电集团斥资62亿元拿下一栋超高甲级写字楼项目——原来的上海静安大悦商务中心，收购后，更名为汇能大悦中心。而汇能煤电集团正是全国煤炭50强企业，去年营业收入558亿元。董事长郭金树从普通煤矿工人做起，一步步建起这个多元化大型集团，是内蒙古知名的煤老板、鄂尔多斯十大富豪之一。现在汇能大悦中心正在招租，官网显示租金5.9~8.0元/天/㎡，看来煤老板也准备过上“收租公”的日子。除了买楼，也有煤老板拿地要自己开发，这一趋势在今年尤为明显。8月，曾经山西唯一一位拥有私人飞机的富豪、煤老板张亚平出手，通过太原萃丰置业斥资22.53亿摇号拿下成都龙泉驿区一热门地块； 10月，山西煤老板温秋贵家族实控的山西金汇海现身土拍市场，一举击败中海、龙湖、华润三家老牌房企，以15.1亿拿下北京房山区拱辰街道一地块。据华尔街见闻不完全统计，去年至今，有多位来自内蒙古、陕西、山西的煤老板加码地产，足迹遍布上海、北京、成都、深圳、广州等地，累计斥资超过200亿，涉及交易近十余起。抄底？煤炭产业的资金重新入局，给弱复苏的房地产打了一针强心剂。作为地产高速发展时代的代表性符号，煤老板是十多年前就飞遍全国买豪宅、“能买一栋绝不买一层”的超级大金主。SOHO中国原董事长潘石屹深受其利。2004年，他将SOHO中国的销售总部设在山西，还多次带领营销队伍深入山西、陕西、内蒙古等地区办产品推介会。2006年，山西客户的购买金额占SOHO中国总销售额的40%；2008年金融危机下，三里屯SOHO开盘一周成交20亿左右，其中，一位陕西煤老板耗资2.5亿元买下了最好的一层写字楼。傍上煤老板，潘石屹也迎来了自己的事业巅峰期（2004年-2010年）。不过后来，随着2010年煤炭行业淘汰落后产能和整改治理行动升级，煤老板们购买力急速下降，逐渐消失于地产江湖。SOHO中国也走上了“包租公”的路，将一段地产与煤炭同频共振的传奇故事封存于历史长河。最近这几年，随着煤炭行业整改完成，价格走高，持有大量现金的煤老板又杀回来了。易居研究院研究总监严跃进表示，煤老板的投资逻辑其实很简单，他们资金实力很强，而且这几年煤炭价格上升得很快，积极投资房产作为资产配置是应有之义。他们的目标也很清晰，就是具有核心地段优势的高端项目。在严跃进看来，煤老板之所以敢于逆市投资房地产，说明其对大城市楼市的投资机会比较认可，其保值增值属性突出。有地产咨询公司的人士指出，上海的豪宅楼盘永远有人喜欢，日本东京中心地段的房子在泡沫经济破灭后又回升，这都是可以抵抗周期的优质资产。对于地产行业而言，煤老板的持币归来，是个乐观的信号，说明优质资产的保值性逐渐体现，除了煤老板，酒业大亨、牛散等大佬近年都跨界而来投资地产，作为他们资产配置的重要一部分。从宏观来看，这是能源与地产行业在风云跌宕、周期调整后的十余年再度共振。展望未来，中国人民银行行长潘功胜表示，中国房地产市场的情绪和价格都开始呈现正常化的趋势，预计房地产市场已经见底，“中国的城市化趋势将会继续，城市人口将会继续增加，对于基本的房屋需求依然强劲” 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