The top 100 real estate companies have narrowed in March!In many places, the third round of concentrated soil auction has decreased, and the peak period of soil auction in key cities is approaching

Author:Broker China Time:2022.09.02

In the first August, although the scale of the top 100 housing companies continued to decline year -on -year, the decline has maintained a narrowing trend in March.

From the perspective of new goods, Poly Development, China Resources Land and China Merchants Shekou occupy the top three lists. From the perspective of urban layout, the proportion of housing companies in second -tier cities accounted for the highest proportion, and the urban agglomeration ranked first in the long triangle.

At the same time, from the end of August at the end of August, in the third round of the concentrated soil shooting in Wuxi, Xiamen and other places, the market's popularity has cool down. Among them, all 11 houses in Wuxi are sold all the reserve prices. Local platform companies "support the bottom"; all 6 land in Xiamen are all sold at ultra -low premium or reserve price, with an average premium rate of only 0.2%, setting a new low since Xiamen concentrated soil auction. Not showing this round of soil shooting.

People in the industry believe that the heat of soil auction is mainly due to the current property market that has not yet stepped out of the downward channel. With the failure of the property market, the real estate company has a more rational and cautious attitude, and the enthusiasm for investment in the land market is difficult to recover. Next, the third round of the concentrated soil auction of key cities is coming. Under the collision period of the soil, the heat differentiation between cities will be more significant, especially for cities with relatively poor performance in the property market. It may be further increased.

The decline in landing year -on -year continued to narrow

According to data from the middle finger research institute, from January to August, the total land in the top 100 housing companies had a total land of 881.6 billion yuan, a decrease of 53.3%year-on-year, a narrowing of 2.3 percentage points from the previous month, and maintained a narrowing trend in March. The threshold value of the top 100 housing companies was 2.5 billion yuan, a decrease of 1.9 billion yuan from the same period last year. The total amount of land and interest in the top 100 housing companies accounted for 44.6%of the country's 300 -city land transfer fee.

From January to August, the new increase in goods, Poly Development, China Resources Land and China Merchants Shekou occupied the top three lists. Among them, Poly Development occupied the list with a cumulative new value value of 152.8 billion yuan; China Resources Land and China Merchants Shekou followed closely, and the cumulative new value -added scale was 136 billion yuan and 121.1 billion yuan, respectively. TOP10 companies added a total value of 913.9 billion yuan from January to August, accounting for 37.2%of TOP100 companies, and the threshold for new value-added value was 49.7 billion yuan.

However, from August, the total amount of land represented by 50 companies has been significantly declined and a month -on -month. Among them, a decrease of 30.7%year -on -year, a significant expansion from the previous month.

For the reasons for the total land acquisition of key housing companies in August, the middle finger research institute believes that in August, only five cities including Shenzhen, Tianjin, Xiamen, and Jinan made centralized land supply. At the same time, the supply of residential land in 300 cities across the country has decreased significantly compared with the previous month, and the investment efforts of housing companies have weakened, with a decrease of more than 50%from the previous month.

From the perspective of urban layout, the middle finger research institute pointed out that from January to August, the investment area of 50 represented housing companies in second-tier cities accounted for the highest proportion of 60.9%. Among them, the company was keen to pick up land in the Yangtze River Delta, accounting for 40.0% Essence Hangzhou, Shanghai, and Chengdu are ranked in the top three cities on behalf of housing companies.

The third round of concentrated soil auction has decreased.

At the end of August, Wuxi, Xiamen, and other places completed the third round of concentrated soil shooting this year, and the market popularity cooled down.

On August 30, the third round of the concentrated soil auction in Wuxi ended in the year, and 11 (including 1 set of land for resettlement houses) was sold all the reserve prices of the house -related land, with a total transaction value of 12 billion yuan.

The Kerry Research Center pointed out that Wuxi's third round of soil auction not only was small in scale, but also fell to freezing. The land acquisition enterprises were "supporting" of local platform companies except Langshi. In the case of relatively cold market environment and long dewlocular cycle, although Wuxi ’s soil auction policy is still relatively loose, there is no large“ highlight ”in the plot failed to stimulate the enthusiasm of developers to participate in the auction. Even if Wuxi has introduced various good policies such as relaxation, optimizing "house recognition", and reducing loan interest rates in the early stage, the third round of concentrated soil auction still responds mediocre.

At the same time, the Middle Finger Research Institute pointed out that the "cash+bank guarantee letter" policy used by the Wuxi Municipal Government to make up for the deposit is still expressed on the threshold for the reduction of local state -owned platform participation. To the effect.

On August 31, Xiamen's third round of concentrated soil auctions ended. The six land -related land was sold for a total of 5, 1 flow shooting, and the total land transfer fund was about 17.9 billion yuan. Earlier, the two plots on the island were sold at a low premium, and the rest of the plots were sold at a reserve price.

The Kerry Research Center pointed out that Xiamen's concentrated soil auction popularity further cools down from the second round. Except for 1 current shooting, the remaining five land have not touched the upper limit of the land price, all of which are sold at ultra -low premium or reserve price. The average premium is premium. The rate is only 0.2%, setting a new low since Xiamen's concentrated soil auction. Participating real estate companies are mainly state -owned enterprises, while private enterprises have not appeared in this round of soil shooting.

Regarding the reasons for the decrease in the heat of the soil, the Kerry Research Center believes that in addition to the current market environment, the housing enterprises are cautious, but also related to this round of land supply structure. It is more inclined to dewlocate the island outside the property market. There are only two land transfer on the island, and the threshold for the soil auction has a high threshold. The total price of 4 land among the six land exceeds 2 billion yuan, of which the island is the island. The starting unit price of the two land is more than 4 billion yuan, which also suppressed the enthusiasm of the participation of housing companies.

The Kerry Research Center pointed out that the decline in soil auction is mainly due to the current property market that has not yet stepped out of the downward channel.With the failure of the property market, the real estate company has a more rational and cautious attitude, and the enthusiasm for investment in the land market is also difficult to recover.Next, the third round of the concentrated soil auction of key cities is coming. Under the collision period of the soil, the heat differentiation between cities will be more significant, especially for cities with relatively poor performance in the property market.It may be further increased.Responsible editor: Luo Xiaoxia