In the first half of this year, the top 100 housing companies of 2/3 did not complete the performance goals

In the first half of 2022, the performance of the housing enterprise finally "submitted": Country Garden, Vanke, and Poly developed the top three in the top three, with cumulative sales of 246.99 billion yuan, 209.61 billion yuan, and 209.2 billion yuan. However, there are only three of the performance mark to 200 billion yuan.

100 billion has become a hurdle for real estate companies this year. As of June 30, there were 9 real estate companies in sales, which was 10 from the same period in 2021. From the perspective of the goal completion rate, in the case of generally lowered the target setting, the completion rate of real estate sales targets in the first half of the year was less than 1/3.

Poly Development Single Monthly Performance No. 1

According to the data of the China Finger Research Institute, the top three Biyuan Garden, Vanke, and Poly Development still maintained a faster growth rate after achieving hundreds of billions of sales. Especially under the gradual heating of the market in many places in June, three real estate companies took the lead in exceeding 200 billion yuan in 200 billion yuan. Yuan Daguan.

It is worth noting that the monthly sales of Poly's development in June reached 50 billion yuan, exceeding 45.8 billion yuan in Country Garden and 41.3 billion yuan in Vanke.

Except for 3 200 billion super-camp housing companies and 9 100 billion first camps, the second camp (50 billion to 10 billion) has 7, which is 16 compared with the same period last year. The third camp (30 billion-50 billion) was 17, a decrease of 1; the fourth camp (10 billion-30 billion) was 52, an increase of 12 from the same period; 85 housing companies, compared with the same period last year (132, ) Reduce 47.

The Middle Finger Research Institute believes that compared with January to May, the sales performance of the top 100 housing companies has continued to narrow, and the sales performance of real estate companies has improved. From a single month, the sales of TOP100 housing companies in June decreased by 28.6%year -on -year, and sales performance continued to grow negatively, but the decline was significantly narrowed, mainly due to the semi -annual performance of housing companies, and the monthly sales volume increased significantly.

On the whole, the adverse factors such as the repeated epidemics have made the demand side expected weakly. Therefore, although the real estate favorable policies have been released since April, the landing effect has not responded to the sales end, and the sales of TOP100 housing companies have generally increased negatively.

From the perspective of the threshold value, the top 100 threshold value in the first half of this year is less than 10 billion. Among them, the TOP10 threshold value was 85.82 billion yuan, a decrease of 47.7%from the previous year; TOP30 housing companies fell 49.6%, TOP50 and TOP100 decreased by 49.7%and 60.4%, respectively.

There are less than 1/3 of real estate companies in performance reaching standards

According to the annual report and performance meeting of a number of housing companies, more and more companies will no longer increase sales targets and pursue large -scale development. Instead, they will turn to "high -quality development". Essence

According to the calculation of the Medical Research Institute, in the first half of 2022, the average target growth rate was -6.9%from the 15 real estate companies that announced the sales target. Except for Greentown China, Binjiang Group, Yuexiu Real Estate, and Poly Real Estate's target settings, there are slightly increased growth from 2021. In addition to the maintenance of China Merchants Shekou, the target settings of the remaining real estate companies have been lowered. Essence

From the perspective of sales target completion rate, the completion rate of the sales target of real estate companies in the first half of the year was less than 1/3. The first half of 20122, the average target completion rate of the 15 real estate companies was 32.0%. Compared with 50.5%of the same period last year, the target completion rate was generally common Low. Specifically, Greentown China, China Merchants Shekou, Binjiang Group, Midea Real Estate and other target completion rates exceeded 50%. Among them, the first opening shares completed 60%and Binjiang Group completed 58.6%, becoming the two best performances.

From the perspective of performance contribution, second -tier cities are still the main sources.

In the first half of 2022, the sales performance of 55.7%of the real estate companies came from second -tier cities, a slight decrease of 0.6 percentage points year -on -year, and the sales contribution rate was still dominated. The contribution of sales performance in first -tier cities increased by 5.7 percentage points year -on -year to 25.7%, a significant increase.

According to the analysis of the China Finger Research Institute, China Resources Land, Goldland Group, Yuexiu Real Estate, and the first shares of the first shares focusing on their headquarters, deeply cultivated first -tier cities, the sales contribution rate is above 40%; The contribution of %of the sales performance comes from this, but the performance contribution rate has gradually declined, a year -on -year decrease of 5.8 and 1.1 percentage points.

The middle finger research institute is expected to stabilize the market in the second half of the year. It is recommended that housing companies on the one hand to seize the structural opportunities under urban differentiation and sector differentiation, insist on getting good land, productive products, and improve product power and service; on the other hand, We should continue to grasp the sales repayment, optimize the debt structure, ensure cash flow and business safety, and seek high -quality development.

Daily Economic News

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