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大众舆论仅仅将万科视为一个低壁垒行业的优秀企业,而我们认为房地产业具有天然的国家壁垒,万科作为中国住宅业的领先企业能够享受壁垒,不会面临国外强劲对手的优势压迫。相比其他行业的优秀企业, 万科更有希望成长为巨人。
Vanke is only regarded as a good company in the low-barrier industry by the public opinion. And we think that the real estate industry has natural national barriers. Vanke, as the leading enterprise in China’s residential industry, can enjoy the barriers and will not face the oppression of the strong opponents abroad. Compared to other outstanding enterprises in the industry, Vanke more hope to grow into a giant.