Group 1 - The core viewpoint indicates that the performance of the top 100 real estate companies in July 2025 showed a significant decline, with sales amounting to 236.6 billion yuan, a year-on-year decrease of 18.2% [1] - Only about 30% of the top 100 real estate companies achieved positive year-on-year sales growth in July [1] - Cumulative sales for the top 100 real estate companies from January to July 2025 reached 2,073.01 billion yuan, reflecting a year-on-year decline of 13.3% [1] Group 2 - Among the top real estate companies, only five surpassed 100 billion yuan in sales, with Poly Developments leading at 163.2 billion yuan [2] - The land market in core cities remains active, with total land acquisition by the top 100 companies reaching 578.3 billion yuan from January to July 2025, a year-on-year increase of 34.3% [2] - The competition for quality land in core cities is intense, with record-breaking land prices, such as a plot in Shanghai's Xuhui District selling for 200,000 yuan per square meter [2] Group 3 - Fitch Ratings emphasizes that actively acquiring land is crucial for Chinese rated real estate companies to maintain competitiveness, as new land sales typically outpace old inventory [3] - The supply of residential land in first-tier cities has increased significantly this year, with varying trends in land prices across cities [3] - The central government's macro policy aims to enhance stability and flexibility, with a focus on high-quality urban renewal as a key development strategy [3]

智通财经8月1日讯（记者 李洁）随着房地产行业进入传统淡季，百强房企7月业绩出现幅度不小的回 落。 中指院数据显示，2025年7月单月，TOP100房企销售额2366亿元，同比下降18.2%。另据国泰海通证券 数据，7月仅有近3成百强房企单月销售同比实现正增长。 "在止跌回稳政策组合拳催化下，2025年以来新房销售市场呈反复波动态势，经历2月改善后，3-4月边 际回落，5月销售有所改善后，6月热度又开始回落，7月则延续保持低位。"申万宏源分析师袁豪表示。 从新增货值来看，绿城中国、中海地产和保利发展位列前三，其中绿城中国以1116亿元新增货值占据榜 单第一，中海地产以935亿元新增货值位列第二，保利发展新增货值规模为907亿元，位列第三。 "2025年7月，核心城市优质地块竞争依旧激烈，一方面，企业竞拍热情高涨，数十轮竞价争夺优质地 块。另一方面，拿地楼面价屡破纪录，如上海徐汇区一地块以20万元/平方米的成交楼面价刷新了全国 成交楼面价纪录，进一步说明房企对优质地块争夺的激烈程度。"陶淑茹称。 惠誉评级亚太区企业评级董事石露露认为，积极拿地仍是中国受评房企保持竞争力的关键因素。由于新 地块的销售速度通常快于旧 ...

导 读 | | 2025年1-7月 ·中国房地产企业 | | | --- | --- | --- | | | 新增货值TOP100 | | | 排名 | 企业名称 | 新增土地货值 | | | | (亿元) | | 1 | 中海地产 | 1315.5 | | 2 | 绿城中国 | 1116.0 | | 3 | 保利发展 | 943. 0 | | ব | 中国金茂 | 793.5 | | 5 | 花海量斯 | 736.9 | | 6 | 建发房产 | 714.6 | | 7 | 招商蛇口 | 649.0 | | 8 | 滨江集团 | 580. 1 | | | 越秀地产 | 522. 0 | | 10 | 中建智地 | 257. 1 | | 11 | 保利置业 | 240. 1 | | 12 | 象屿地产 | 232. 2 | | 13 | 联发集团 | 221. 4 | | 14 | 国贸地产 | 184.6 | | 15 | 北建城生 | 177 7 | | 16 | 中国铁建 | 168. 0 | | --- | --- | --- | | 17 | 邦泰集团 | 145. 2 | | 18 | 中建玖合 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2025年7月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 龍湖集團控股有限公司 呈交日期: 2025年8月1日 I. 法定/註冊股本變動 FF301 II. 已發行股份及/或庫存股份變動 | 1. 股份分類 | 普通股 | | 股份類別 | 不適用 | | 於香港聯交所上市 (註1) | 是 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 00960 | 說明 | | | | | | | | | | 已發行股份（不包括庫存股份）數目 | | | 庫存股份數目 | | 已發行股份總數 | | | 上月底結存 | | | | 6,987,179,462 | | 0 | | 6,987,179,462 | | 增加 / 減少 (-) | | | | | | | | | | 本月底結存 | | | | 6,987,179,462 | | 0 | | 6,987,179,462 | 第 2 頁 共 10 頁 ...

Core Viewpoint - The Chinese real estate market continues to operate at a low level, with significant declines in sales performance among the top 100 real estate companies in July, reflecting a seasonal downturn in supply and demand [1][2][11]. Group 1: Market Performance - In July, the transaction volume of new homes in 30 key cities was only 8.36 million square meters, with cumulative sales for the first seven months remaining flat compared to the previous year [1]. - The top 100 real estate companies achieved a monthly sales amount of 211.16 billion yuan, marking a return to historically low levels [2]. - Cumulative sales for the first seven months reached 1,863.84 billion yuan, representing a year-on-year decline of 12.5%, although this decline is 25 percentage points less than the same period last year [2]. Group 2: Company Performance - The number of companies achieving over 100 billion yuan in sales increased to four in the first seven months, although this is one less than the same period last year [1]. - The sales threshold for the top 100 companies decreased by 22.4% year-on-year to 3.19 billion yuan, down from 4.1 billion yuan last year [5]. - The cumulative sales for the top 10 companies fell by over 10%, with the top three companies reporting sales of 412.26 billion yuan, down 14.4% year-on-year [8]. Group 3: Future Outlook - It is anticipated that new home sales in August will continue to fluctuate at low levels, with a cumulative year-on-year decline expected to remain within 5% [11]. - The market is expected to see continued differentiation between cities and projects, with core first and second-tier cities facing supply constraints and potential short-term declines in transaction volume [11]. - Some second-tier cities, such as Tianjin, Wuhan, and Nanjing, may experience a temporary recovery, particularly with the introduction of new housing regulations and products [11].

北京商报记者注意到，昌平南邵地块成功出让的同一时间，龙湖集团旗下龙湖龙智造官微发布消息称， 龙湖龙智造已与河北太行钢铁集团及北京恩祥集团达成签约，为昌平南邵地块提供项目建造管理服务。 龙湖龙智造代建板块再扩容。7月31日，北京新恩祥睿泽置业有限公司（以下简称"新恩祥睿泽"）以 13.69亿元的底价成功竞得北京昌平南邵地块，成交综合楼面价约1.5万元/平方米。据出让文件，昌平南 邵地块土地面积约为6.27万平方米，建筑控制规模约为9.03万平方米，容积率2.0，限高36米（局部45 米）。地块坐落于昌平区南邵镇北六环外区域，距离地铁昌平线北邵洼站约800米步行距离；西邻白浮 泉公园，东南方向约2公里对接蟒山国家森林公园；周边2公里范围内已有路劲世界广场商业体和清华附 中昌平学校等基础配套。 北京商报记者也向龙湖集团方面确认，对方回应称，未来该项目将由新恩祥睿泽、河北太行钢铁集团以 及龙湖龙智造三方合作打造，项目将由龙湖冠名，产品将按照"好房子"标准打造。 张凯认为，此举体现了政府在供应端对开发瓶颈的灵活应对策略。他表示，一方面，解绑前期过多的商 业用地以降低总投资门槛，减轻企业资金压力；另一方面，通过推进区域路 ...

Core Viewpoint - The real estate market in China is experiencing a significant downturn, with the top 100 real estate companies reporting a total sales revenue of 20,730.1 billion yuan from January to July 2025, reflecting a year-on-year decline of 13.3% [1] Group 1: Sales Performance - In July 2025, the sales revenue of the top 100 real estate companies also saw a decline, with a year-on-year drop of 18.2% [1] - The average sales revenue for the top 10 real estate companies in the first seven months was 1,010.3 billion yuan, down 13.6% year-on-year [2] - Among the top 20 real estate companies, only seven firms, including Jianfa Real Estate and Yuexiu Property, reported an increase in sales, while the rest experienced varying degrees of decline [2][3] Group 2: Company Rankings and Changes - Companies like Jindi Group and New Town Holdings saw their sales drop by over 50%, causing them to fall out of the top 20 rankings [3] - Poly Developments, China Overseas Property, and China Resources Land experienced sales declines between 10% and 20%, aligning with industry trends [4] - The top 20 real estate companies saw a reshuffling in rankings, with nine companies improving their positions, while six companies, including Vanke and Longfor Group, saw their rankings decline [4] Group 3: Future Market Outlook - The Central Political Bureau's recent meeting emphasized maintaining policy continuity and stability, suggesting that more supportive measures may be introduced to stabilize the market [5] - The new housing market is expected to continue experiencing low transaction volumes in August, with significant differentiation between cities and projects [5]

Group 1 - Beijing successfully sold a residential land parcel in Changping District for a base price of 1.369 billion yuan, with a comprehensive floor price of 15,156 yuan per square meter [1] - The land parcel covers an area of 62,700 square meters and has a total construction scale of 90,300 square meters, integrating residential, educational, and commercial functions [1][2] - The winning bidder, Xin En Xiang Rui Ze Real Estate Co., Ltd., is a private real estate company established in May 2025, with 99% ownership held by Hebei Wuan City Mingfang Real Estate Development Co., Ltd. [1] Group 2 - The land is located in the North Shao Town area, approximately 800 meters from the North Shao Wa station on the Changping Line, indicating convenient transportation [2] - The area surrounding the land is less mature compared to the core area of Changping, with a current market acceptance rate of about 51% for new developments [2] - The land transaction signifies a notable shift in the development model for Beijing's suburban areas, emphasizing the integration of public facilities such as education and energy in real estate projects [3]

地块由龙湖代建 据出让文件，昌平南邵地块土地面积约为6.27万平方米，建筑控制规模约为9.03万平方米，容积率2.0， 限高36米（局部45米）。地块坐落于昌平区南邵镇北六环外区域，距离地铁昌平线北邵洼站约800米步 行距离；西邻白浮泉公园，东南方向约2公里对接蟒山国家森林公园；周边2公里范围内已有路劲世界广 场商业体和清华附中昌平学校等基础配套。 北京商报记者注意到，昌平南邵地块成功出让的同一时间，龙湖集团旗下龙湖龙智造官微发布消息称， 龙湖龙智造已与河北太行钢铁集团及北京恩祥集团达成签约，为昌平南邵地块提供项目建造管理服务。 北京商报记者也向龙湖集团方面确认，对方回应称，未来该项目将由新恩祥睿泽、河北太行钢铁集团以 及龙湖龙智造三方合作打造，项目将由龙湖冠名，产品将按照"好房子"标准打造。 龙湖龙智造代建板块再扩容。7月31日，北京新恩祥睿泽置业有限公司（以下简称"新恩祥睿泽"）以 13.69亿元的底价成功竞得北京昌平南邵地块，成交综合楼面价约1.5万元/平方米。北京商报记者注意 到，就在该地块成交的同一时间，龙湖集团旗下代建品牌龙智造与河北太行钢铁集团及北京恩祥集团达 成签约，将为昌平南邵地块提供项目建 ...

目前已签约400余家品牌，其中首店占比超40%，涵盖零售、餐饮、娱乐、科技等全业态。 7月30日消息，龙湖济南西城天街将于10月31日正式开幕。 据悉，龙湖济南西城天街位于槐荫区经十路以北、腊山河以东，紧邻地铁4号线"腊山河西站"，总建筑 面积约15.76万㎡，是目前山东体量最大的龙湖天街项目，也是济南第3座、山东第4座龙湖天街。 龙湖济南西城天街目前已签约400余家品牌，其中首店占比超40%，涵盖零售、餐饮、娱乐、科技等全 业态。 (济南日报、山东商业网) ...