Wanda went to real estate to accelerate the layout of emerging industries and medical care.

Recently, the latest performance released by Wanda Group shows that in 20 16 years, Wanda Group's service income accounted for 55%, surpassing real estate income for the first time in history. At the same time, Wanda Commercial expects the net profit of leasing business to account for more than 50%. Wang Jianlin, chairman of Wanda Group, said that Wanda achieved the goal of the transformation stage one year ahead of schedule.

"Although real estate is very profitable, the cash flow of real estate is unsustainable and unstable, and we need to transform." Recently, Wang Jianlin said in the special dialogue session of the 47th Davos Forum that Wanda would "de-real estate" and develop into tourism, sports and entertainment.

Firmly "de-real estate"

After only two years of transformation, real estate that only relies on "selling houses" is no longer the guest of the richest man. According to the data disclosed by Wanda, in 20 16, according to the contract income of real estate, the income of Wanda Group decreased by 13.9% year-on-year due to the initiative to reduce real estate income by 60 billion yuan. From the perspective of net profit, the proportion of real estate net profit has been less than 50%.

For the reason of "de-real estate", Wang Jianlin pointed out that on the one hand, the valuation of real estate is relatively low, on the other hand, the cash flow of real estate is unsustainable and unstable, and it is not a longevity industry.

In fact, as of 20 16 12 3 1, Wanda Group's assets reached 796 1 billion yuan, up 2 1.4% year-on-year. Among them, the operating income in 20 16 was 254.98 billion yuan, accounting for 103.2% of the annual plan, with a year-on-year increase of 3.4%. However, it is worth noting that according to the contract income of real estate, Wanda Group's income decreased by 13.9% year-on-year due to the initiative to reduce real estate income by 60 billion yuan.

Specifically, in 20 16 years, Wanda's commercial income1430.2 billion yuan was 100.4% of the annual plan, with a year-on-year decrease of 25% and a year-on-year increase in net profit. In that year, Wanda opened 50 new hotels in wanda plaza, 2 in Wanda Mao, 8 hotels/KLOC-0 and 6,333 guest rooms. The newly held property area is 6 million square meters, and the accumulated property area is 32.33 million square meters. Among them, the newly opened wanda plaza 2 1 is a light asset, accounting for 42% of the total number of merchants.

It is reported that Wanda Light Assets has a "cooperative wanda plaza", that is, the other party pays for the land, Wanda is responsible for the design, construction guidance and investment operation, and the net rent is divided between the two parties. There is also an investment category, wanda plaza. 20 16 in the fourth quarter, Wanda Commercial signed 90 wanda plaza contracts with CITIC Trust, Minsheng Trust and R&F Group, with an investment contract value of/kloc-0.05 billion yuan. From 20 17 to 20 19, 30 wanda plaza will be delivered to investors every year, and the net rent will be shared equally by both parties.

Wang Jianlin said that Wanda Group began its fourth transformation since its establishment in 20 14, from a real estate enterprise to a modern service-oriented enterprise. As a result of the transformation, Wanda's commercial rent has greatly increased. In 20 16, Wanda's commercial rental income was1958 million yuan, accounting for 102.3% of the planned income, with a year-on-year increase of 29.6%. Because of the rapid rent growth and high profit rate, Wanda Commercial achieved a net profit growth while its revenue decreased by a quarter.

"So, from the current point of view, Wanda's transformation has been basically successful. Wanda Group and Wanda Commercial are no longer real estate enterprises. " Wang Jianlin said.

Emerging industries are blooming everywhere.

In fact, from the current point of view, although Wanda is still difficult to get rid of real estate, from the current point of view, Wanda's fastest growth is emerging industries.

The data shows that in 20 16, Wanda Group's operating income was 254.98 billion yuan, including film industry income of 391900,000 yuan, up 3 1.4% year-on-year, and sports industry income of 6.4 billion yuan, up 9% year-on-year. Tourism revenue was 654.38+0.743 billion yuan, accounting for 654.38+000% of the annual plan, with a year-on-year increase of 376.5438+0%. The income of the sports industry was 6.4 billion yuan, 98% of the annual plan was completed, with a year-on-year increase of 9%; Children's entertainment income was 520 million yuan, accounting for 65,438+003.4% of the annual plan, with a year-on-year increase of 65,438+037.8%; The revenue of Wanda Financial Group is 201.35 million yuan, accounting for 1.27% of the annual plan.

Wang Jianlin proposed to explore the possibility of global film distribution, break the monopoly of Hollywood's "big six" film companies and enhance Wanda's core competitiveness in the film industry. Wang Jianlin said that the "Big Six" Hollywood studios (Paramount, Universal, 20th Century Fox, Warner Bros., Columbia and Disney) produced less than half of their own films last year, but they swept 85% of the global box office. The reason is that they monopolize the global film distribution channels, which will be the next direction of WANDA CINEMAS's globalization.

Wang Jianlin proposed that by 2020, Wanda Cinema should achieve the goal of net profit of 654.38 billion yuan, accounting for 20% of the global market share.

At the same time, in terms of sports, Wanda's sports industry revenue was 6.4 billion yuan, a year-on-year increase of 9%. At present, Wanda Sports has become one of the largest sports companies in the world, and has become the exclusive business partner of FIFA, FIBA and other 10 world sports organizations in the world or China, and operates more than 20 sports such as football, ice and snow, cycling, basketball and triathlon in more than 20 countries around the world.

Invest in the medical industry

Wang Jianlin, chairman of Wanda Group, said at the Davos Forum that he was considering becoming a chain hospital.

He said that health care in China was once a government patent. It was opened to private enterprises a year ago, allowing private enterprises to set up general hospitals and allowing foreign doctors to practice in China. Just a few months ago, there was a rule that doctors in hospitals could also make private visits themselves and go out to see a doctor to increase their income, so these are great changes and provide conditions for the development of private hospitals.

Wang Jianlin believes that this provides conditions for the development of private hospitals. Wanda's biggest advantage is hundreds of large commercial centers and construction teams, so it has the ability to develop in the medical field and is thinking about whether to enter the health industry.

In fact, Wanda Group signed a cooperation agreement with IHG in Beijing as early as 2065438+20061October 6. Wanda will invest a total of 654.38+05 billion yuan to build a comprehensive international hospital in Shanghai, Chengdu and Qingdao, which will be operated and managed by IHG and use the brand of IHG (Chinese name is "Yingci Wanda International Hospital"). This is the largest investment of China enterprises in the medical industry, and it is also the first time that IHG operates and manages hospital projects in China.

It is reported that all three hospitals are designed and built according to the top international standards, and IHG will ensure that the operations of the three hospitals are certified by international medical institutions such as JCI (Joint Committee for Accreditation of International Medical and Health Institutions). Among them, Shanghai Yingci Wanda International Hospital has 1000 beds, with an investment of 8 billion yuan; Chengdu Yingci Wanda International Hospital has 500 beds and an investment of 5 billion yuan. Qingdao Yingci Wanda International Hospital has 200 beds and an investment of 2 billion yuan.

Wang Jianlin believes that the introduction of top-level comprehensive international hospitals is Wanda's innovation in China, which not only meets the needs of high-end people for health care, but also makes the city's medical level reach the international first-class and promotes the high-end medical level in China.

(The above answers were published on 20 17-02-03. Please refer to the current actual purchase policy. )

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