2022 China Property Listed Companies Value List TOP30 The top three scores accounted for nearly 40 %, and more than 50 % of the companies came from Shanghai, Guangdong

In 2022, it is a difficult year for the real estate industry, and it is a year for testing of endogenous growth for the property industry.

So, which real estate listed companies lead the industry in 2022? What is the value distribution range of the property listed company? What are the elements that affect the value ranking of the listed company? What areas are the real estate listed companies enter the list?

On September 29th, at the 1222 China Value Real Estate Annual Conference hosted by the Daily Economic News, the first "2022 China Property Listing Company Value List TOP30" hosted by the daily economic news and the first released by the think tank was given. Answer.

Industry trend: the concentration of faucet companies intensify

Different from the high -speed galloping and horse racing circle in the first half of 2021, the property service industry moved low -key in the first half of this year. In the first half of the year, objective factors such as complex economic environment, downward real estate industries, and new crown epidemics brought a lot of challenges to the property industry. However, for the listed company, the current environment is the test of its sustainable development capabilities and the basic business of business.

According to CHOICE data, in the first half of 2022, there were 22 revenue of listed companies in Hong Kong stocks, and 8 of more than 3 billion yuan. Among them, Country Garden Services led a large number of nearly 20055 billion yuan, and the revenue of the second elegant life service was 7.6 billion yuan. In terms of profits, there were 16 net profit of more than 500 million yuan in the first half of the year, and the net profit of 19 property listed companies was more than 20%. Different from previous years, due to multiple factors such as parent companies and markets, 23 listed companies in real estate listed companies in the first half of this year have experienced negative net profit growth.

Overall, the overall evaluation of the TOP30 of the 2020 Chinese Property Listed Companies is 1326 points. Among them, the first -ranking company is Country Garden service, with a evaluation of 255.99, which is 126.28 points higher than the second elegant life service; the 30th company evaluation scores 9.75, and the difference between the first place is 246.24 points.

In the TOP30 of the Chinese Property Listed Companies, there are 3 companies with an evaluation score of 100 points, which are Country Garden services, elegant life services and Poly properties. 38.66%of the value. This shows that the value of leading property companies has increased faster, and it has once again proved that the value of the listed company listed companies is concentrating towards leading companies.

There are 5 real estate listed companies with the evaluation score of 50 to 100 points. Their overall evaluation score is 348.2, accounting for 26.25%of the overall evaluation score of TOP30; 21 companies with the evaluation score of 10 ~ 50 points have the overall score value. It was 45.549 billion yuan, accounting for 34.34%of the overall evaluation score of TOP30; the evaluation score of only one company was less than 10 points.

In fact, from the situation of the semi -annual report of the real estate listed company in 2022, the average growth rate of multiple indicators is not as good as the same period last year and the whole year of last year. However, with the large -scale operation of large companies in the industry, it will better reduce operating costs and carry out more resource allocation. It will have more advantages in market competition, and the concentration of the industry will further increase in the future.

In the pipe area: affect the value ranking of real -life enterprises

The value influence of a property listed company largely reflects the value influence of the property industry to a large extent.

In view of this, the list was selected from the three groups of objective indicators of "area in pipeline", "value -added service income" and "gross profit" from the 2022 semi -annual report data of the listed property companies (these three sets of data are the most listed companies in the property The widely disclosed data represents the size, growth potential, and profitability of investors the most concerned), and reduced the proportion of the above three sets of data into a renewal value, and then calculated the evaluation scores according to the proportion, and finally evaluated the property. List of listed companies.

From the perspective of the single list of the three sets of data, the size of the size of the pipe area has the most direct impact on the company's gross profit and value -added services, which determines the production of the final evaluation score. In the first half of this year, the 48 real estate listed companies in Hong Kong stocks in the first half of this year have a total pipe area of ​​5.290 billion square meters, with an average pipe area of ​​110 million square meters. There are 12 property companies in the pipe area exceeding this average, of which the pipe area exceeds 500 million square meters in the pipe area exceeding 500 million square meters There are 3.

In terms of value -added services, the total value -added services of 48 real estate listed companies in the first half of the year were 23.161 billion yuan. Among them, there are 6 companies with value -added services with more than 1 billion yuan, and the most income is Country Garden services, about 3.536 billion yuan. From the perspective of income distribution, the value -added service income of 14 real estate listed companies is above the average value, totaling 17.665 billion yuan, accounting for about 76.26%of the total revenue; 13 property companies have less than 100 million yuan.

In terms of gross profit, the total gross profit of the 48 real estate listed companies in the first half of the year was 23.161 billion yuan. Among them, there are 6 companies with a gross profit of more than 1 billion yuan, and the most income is Country Garden services, about 5.387 billion yuan. From the perspective of income distribution, the TOP10 Property listed company has a gross profit of 15.063 billion yuan, accounting for about 65.03%of the total gross profit income; 32 companies with gross profit income between 100 million and 10 billion yuan, occupying the best of the list of the list Most of them; however, there are still 10 market -listed companies' gross profit income of less than 100 million yuan, accounting for 20.83%.

Just as real estate companies bid farewell to high turnover and high growth, the period when property companies have rowed their horse quickly, and the internal skills have become the primary topic. At the time of the return service of the industry, property companies must solidly stabilize the basic service of service, grasp policies and opportunities for the times of urban refined governance, equal public services, and new community governance models, so that property service scenarios and service quality are high quality towards high quality develop.

Regional distribution: Guangdong and Shanghai account for more than 50 %

From a geographical point of view, in the TOP30 of the 2022 Chinese Property Listed Companies, the most regional regions on the list are Guangdong. The TOP4 listing company Country Garden service, elegant life service, Poly Property, and China Resources Vientiane life all come from Guangdong. In TOP30, 11 companies came from Guangdong, more than one -third, with a total score of 785.36, accounting for 59.23%of the total score of TOP30, more than half. The number of companies on the list is Shanghai, with 6 companies on the list, accounting for 20%of the TOP30, with a total score of 188.89, accounting for 14.24%of the TOP30 score, accounting for about one -seventh.

Generally speaking, the regional distribution of the TOP30 companies in the 2022 Chinese Property Listed Companies has a clear feature: highly concentrated.

There are 17 companies in two types of regions in Guangdong and Shanghai, accounting for 56.67%of the total number of TOP30 list companies, more than half. The total score of 17 companies was 1003.75, accounting for 75.69%of the total score of TOP30; plus 20 of the three types of real estate companies in Beijing, there were 20 TOP30 in these three types, accounting for two -thirds of the three -type areas; the total value of the evaluation score value was It was 1044.16, accounting for 78.73%of TOP30.

A total of 10 companies in the six second -class regions of Jiangsu, Hebei, Tianjin, Fujian, Zhejiang, and Chongqing were on the list, accounting for one -third of TOP30; the evaluation score was 28.184 billion yuan, accounting for 21.27%of TOP30. No enterprises are shortlisted in other regions.

It can be seen that Guangdong is far ahead in the national property industry. 2022 China Property listed company value list TOP30 companies are mainly concentrated in four administrative regions of Guangdong, Shanghai and Beijing, and are in an absolute dominant position. At the same time, the concentration of the property industry is constantly increasing, and there is still room for improvement in the future.

Daily Economic News

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