In the first 7 months, the average sales value of the top 100 housing companies dropped by more than 47%

The performance sprint phase in the second half of the year has arrived, but it is becoming more and more difficult to harvest housing companies.

On July 31, a number of institutions announced the sales of the top 100 housing companies in the first 7 months of 2022. Judging from the statistics of the middle finger research institute, Country Garden's cumulative sales of 285.49 billion yuan are still at the top of the list. Poly Development and Vanke swapped seats. Poly ranked second with 249.7 billion yuan, and Vanke ranked third with 247.29 billion yuan.

Unfortunately, the 200 billionth legion has not yet achieved capacity expansion, and only 10 billion companies have only 10 billion enterprises, a decrease of 11 in the same period last year. However, with the continuous optimization of multi -regulatory policies, the average sales value of the top 100 housing companies was 41.89 billion yuan. Although it decreased by 47.3%year -on -year, the decline was narrowed by 1.3 percentage points from the previous month.

Regarding the market outlook, Krier believes that the market is expected to stabilize the bottom. As the base of the same period last year was reduced, the transaction decline year -on -year may narrow.

The first three -year sales reached 782.5 billion

From the perspective of specific sales amounts, Country Garden, Poly Development and Vanke's total sales of 782.5 billion yuan in the first 7 months, accounting for 46%of TOP10 sales.

TOP10 real estate company's door threshold value was 103.14 billion yuan, a decrease of 45.1%from the previous year; TOP30 housing companies' door threshold value was 37.42 billion yuan, a decrease of 49.6%from the previous year; TOP50 housing companies and TOP100 real estate companies were 26.28 billion yuan and 83.6, respectively. 100 million yuan, a year -on -year decrease of 48.6%and 57.5%, respectively.

Among them, 10 sales companies exceeded 10 billion housing companies, a decrease of 11 from the same period last year, and the average sales value was 171.75 billion yuan; 11 companies in the second camp (50 billion to 100 billion yuan) The average value of 670.6 billion yuan; 19 companies (30 billion to 50 billion yuan) of 19 companies, an increase of 2 slightly over the same period last year, with an average sales value of 38.06 billion yuan. Compared with the same period last year, it decreased by 18, with an average sales value of 18.24 billion yuan; 91 real estate companies exceeding 10 billion yuan, a decrease of 45 compared with the same period last year.

According to estimates, the average sales value of the top 100 housing companies was 30.15 billion yuan, and the average sales area of ​​equity sales was 1.989 million square meters, a year -on -year decrease of 48.7%and 52.2%, respectively.

Some housing companies "cooperate in group cooperation"

In July, the strategic cooperation between housing companies and the project receiving mergers and acquisitions replaced large -scale asset acquisitions.

In terms of property projects, Rongxin services acquired 48%of the equity of Fujian Property Management Company for about 12 million yuan; Haitong Hengxin acquired the office property of Shanghai Huangpu District for 1.672 billion yuan; at the level of land project acquisition, China Jinmao 3.7 billion yuan will be Yiyun Real Estate and Among the real estate income pockets of Yonghuan, Dingfeng Group acquired Xiamen Dingzan Commercial Management Company at 290 million yuan, Longhu 1.3 billion Hong Kong dollars acquired the Hong Kong Kai Tak Project Company held by Hebura, and Yajule 370 million yuan acquired Xiangsheng Holdings (Group) Co., Ltd. Shaoxing Project company.

On the other hand, housing enterprises have widely launched strategic cooperation. Xuhui 瓴 瓴 另 and Jinjiang Development, Greentown Management and China Aoyuan have reached cooperation to give full play to their strategic advantages in their respective fields; At 4 billion yuan in cooperation, the two parties plan to establish strategic cooperation relations in the fields of optimizing resource allocation, revitalizing existing assets, and residential real estate enterprises.

Fortune will become the focus of the market

Kerry reported that the overall demand and purchasing power of the market, the overdraft of purchasing power, and the industry's confidence were also at a low level, and the pressure on enterprises was still large in the short term. However, the hotspot market has not decreased, especially Shanghai and Chengdu. The transactions have reached a new high in the year, and the overall transaction volume is increased structurally. Among them, the market in the first -tier cities is strong, and the transactions have risen steadily, and increased by 4%and 7%in the same period. The market for 26 second- and third -tier cities showed signs of weakening, and the transaction decreased by 20%month -on -month, a year -on -year decrease of 38%.

From the perspective of the area, the market in the Yangtze River Delta has significantly cooling. Suzhou, Ningbo, Xuzhou and other transactions have fallen by more than 30%month -on -month. Changzhou, Wuxi and other transactions have fallen by more than 70%year -on -year. The rhythm of the cargo slows down, and the transactions such as Guangzhou and Foshan have declined more than 20%in the same period; the market in the central and western regions has stabilized, and the transactions such as Xi'an and Chengdu have increased ratio. The project "Thousands of people shakes", the hot -selling disk de -session can reach more than 90%.

Regarding the market outlook, Krier believes that the market is expected to stabilize the bottom. As the base of the same period last year was reduced, the transaction decline year -on -year may narrow. The markets of various cities will continue to differentiate. Most third -tier and fourth -tier cities markets may bottom out. Demolition will be the focus of the market this year.

Daily Economic News

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