沪指9月1日上涨0.46%，申万所属行业中，今日上涨的有24个，涨幅居前的行业为通信、综合，涨幅分 别为5.22%、4.27%。房地产行业今日上涨0.76%。跌幅居前的行业为非银金融、银行，跌幅分别为 1.28%、1.03%。 资金面上看，两市主力资金全天净流出513.00亿元，今日有8个行业主力资金净流入，医药生物行业主 力资金净流入规模居首，该行业今日上涨2.79%，全天净流入资金34.75亿元，其次是通信行业，日涨幅 为5.22%，净流入资金为12.91亿元。 主力资金净流出的行业有23个，非银金融行业主力资金净流出规模居首，全天净流出资金80.79亿元， 其次是计算机行业，净流出资金为70.10亿元，净流出资金较多的还有电力设备、汽车、国防军工等行 业。 房地产行业资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600048 | 保利发展 | -0.88 | 2.14 | -24845.83 | | 002305 | *ST南置 | -4.95 | 6.06 | -9063.3 ...

8月份，受传统淡季叠加天气因素影响，广州楼市维持平淡运行，开发商推货节奏有所放缓，在售项目以自然销售为主，新开盘及集中加推项目减少，市 场成交延续7月以来的低位水平。从具体网签数据来看，截至8月24日，广州8月新建商品住宅网签面积38.1万㎡，环比上月略有下降；但从1-8月数据来 看，截至8月24日，广州新建商品住宅网签面积431.5万㎡，同比上升3.2%。 房地产市场概况 那么1-8月广州各大房地产企业及项目的销售业绩表现如何？下面让我们随榜单进一步了解。 2025年1-8月广州房地产企业销售金额TOP20 | 排名 | 企业名称 | 流量金额 (亿元) | 排名 | 企业名称 | 权益金额 (亿元) | | --- | --- | --- | --- | --- | --- | | 1 | 保利发展 | 263.3 | 1 | 保利发展 | 218.0 | | 2 | 越秀地产 | 208.2 | 2 | 越秀地产 | 158.1 | | 3 | 珠实地产 | 92.2 1 | | 广州地铁地产 | 75.2 | | 4 | 束润置抑 | 79.0 | 4 | 中海地产 | 61.6 | | 5 | 中海 ...

Group 1: Sales Performance of Real Estate Companies - The top 10 real estate companies in China achieved a total sales amount of 705.3 billion yuan from January to August 2025, representing an 8% year-on-year increase [8] - The sales amounts for the top 100 real estate companies reached 28.2 billion yuan, with a significant decline in the threshold values for the top 30 and 50 companies, which decreased by 10% and 18% respectively [8] Group 2: Policy Changes and Market Impact - Beijing and Shanghai have optimized their housing purchase restrictions in non-core areas, but these changes have not significantly impacted the real estate market [10][11] - The adjustments in purchase policies allowed for increased buying capacity for eligible families in non-core areas, yet the immediate sales results did not show a notable increase [14][15] Group 3: Land Supply and Market Dynamics - The focus of real estate policy has shifted from "incremental expansion" to "stock quality improvement," with a trend towards re-supplying previously unsold or stored land through regulatory adjustments [16] - In August, significant land transactions occurred in Shenzhen and Ningbo, with a notable land deal in Shenzhen reaching a total price of 8.64 billion yuan, setting a record for the year [17][18]

Core Viewpoint - The Shanghai real estate market is experiencing a temporary sales decline due to insufficient new supply, but recent policy adjustments are expected to boost market expectations and stabilize sales [1][13]. Market Performance - From January to August 2025, the top 20 real estate companies in Shanghai achieved a total sales revenue of 277.79 billion yuan and a sales area of 3.879 million square meters [2][3]. - The top three companies by sales revenue were Poly Developments (31.07 billion yuan), China Merchants Shekou (29.87 billion yuan), and China Resources Land (26.17 billion yuan) [2][3]. - The top 20 companies in terms of equity sales revenue totaled 178.81 billion yuan, with Poly Developments leading at 21.34 billion yuan [4][5]. Project Sales - The top 10 residential projects in Shanghai generated a total sales amount of 82.36 billion yuan, with Shanghai One No. 1 leading at 18.42 billion yuan [6][7]. - The total sales area for the top 10 projects was 726,000 square meters, with Shanghai One No. 1 also leading in this category [7][8]. Transaction Data - In the first eight months of 2025, the total transaction area for residential properties (excluding affordable housing) in Shanghai was 3.6875 million square meters, with 30,082 units sold [11]. - In August 2025 alone, the transaction area was 213,500 square meters, with 1,748 units sold [11]. Land Market - In the first eight months of 2025, Shanghai launched a total of 8.8861 million square meters of land for various uses, with 8.4369 million square meters successfully transacted [12]. - No residential land was launched or transacted in August 2025 [12]. Market Outlook - The recent policy adjustments in Shanghai are expected to significantly alleviate sales pressure in the outer ring market, benefiting companies operating in that area [13].

8月百强房企销售业绩出炉。 在楼市供求整体延续降势的情况下，仍有三成以上百强业绩实现环比增长，TOP10房企中有8家销售操盘业绩环比有所增长。 此外，百强房企8月销售操盘金额同比降幅为17.6%，较上月收窄6.7个百分点。 "金九"已至，预计新房成交或将低位回升，城市间、项目间分化还将持续加剧。 百强8月业绩同比降幅收窄 但仍处于历史较低水平 2025年8月，TOP100房企销售操盘金额为2070.4亿元，环比下降1.9%，同比降17.6%，降幅较上月收窄了6.7个百分点。 从近几年百强房企单月业绩走势可以看出，2025年8月业绩规模仍处在历史较低水平。 2025年前8月，百强房企累计销售操盘金额为20708.8亿元，同比下降13.1%，降幅扩大0.6个百分点。 从企业表现来看，2025年8月百强房企单月业绩环比增长的比重达到了33%，其中单月业绩环比增幅大于30%的房企就有21家，包括绿城中国、中海地 产、华发股份、融创中国、保利置业、中国铁建等，TOP10房企中有8家的销售操盘金额环比有所增长。 从累计业绩来看，前8月，销售操盘金额超千亿的房企有5家，较前7月千亿房企数量多了1家，但较2024年同期少了1 ...

Core Viewpoint - The sales performance of the top 100 real estate companies in China for the first eight months of 2025 shows a significant decline, with total sales amounting to 23,270.5 billion yuan, a year-on-year decrease of 13.3% [3][5]. Group 1: Sales Performance - The total sales of the top 100 real estate companies from January to August 2025 reached 23,270.5 billion yuan, with a year-on-year decline of 13.3% [3]. - The equity sales amount for the top 100 companies was 16,275.2 billion yuan, with an equity sales area of 83.828 million square meters [3]. - The top five companies by sales in the first eight months were Poly Development (181.2 billion yuan), Greentown China (156.3 billion yuan), China Overseas Property (150.3 billion yuan), China Resources Land (142.5 billion yuan), and China Merchants Shekou (124.05 billion yuan) [3][4]. Group 2: Market Dynamics - August is typically a slow sales month for the real estate market, with a reported 30% decrease in supply and a 12% month-on-month decline in transaction volume across 30 monitored cities [4][5]. - In August, the top 100 real estate companies achieved sales of 207.04 billion yuan, reflecting a month-on-month decrease of 1.9% and a year-on-year decrease of 17.6% [5]. - Despite the overall decline, 33% of the top 100 companies reported month-on-month sales growth in August, with 21 companies experiencing growth exceeding 30% [5]. Group 3: Future Outlook - The industry anticipates a potential recovery in September, driven by policy adjustments such as "recognizing houses but not loans" and lowering down payment ratios in major cities [6]. - The traditional peak sales season in September is expected to boost new home transaction volumes, with a gradual recovery in market confidence [6].

文字原创丨美筑家居 以后房地产市场会怎么走，房价到底是涨还是跌，不管是不是行内人，估计都在关注这个问题。 不少专家和大佬都曾经发表过自己的预测，但要说谁看得最准，可能还是那些真正在行业里深耕多年的人。 最近，万科创始人王石又谈了他对楼市的判断。 可现在回头看，这些提醒都一一应验。 要知道，早在2016年他就提出"房住不炒"，当时很多人不以为然； 2018年他又喊出"活下去"，也被不少人当作危言耸听。 所以这回他发声，行业内格外关注，如果不出意外，这回大概率又是对的。 王石预言了这几个观点： ①房地产的调整不是短时间能完成的，得花上好几年的时间才能恢复。 目前房价相比高点已经跌了不少，有些地方甚至接近腰斩。 但是如果大家的收入没起来、就业不稳定，对未来的预期还是不乐观，那楼市回暖就还早。 他建议普通人别急着抄底，再观望观望更稳妥。 | 排名 | 企业简称 | (亿元) | 排名 | 企业简称 | (万平方米) | | --- | --- | --- | --- | --- | --- | | 1 | 保利发展 | 1807. 2 | 1 | 保利发展 | 994.9 | | 2 | 中海地产 | 1535. 2 ...

8月31日，中指研究院发布《2025年1-8月中国房地产企业销售业绩排行榜》。数据显示，前8个月， TOP100房企（以全口径销售额排名）销售额（全口径销售额，下同）为23270.5亿元，同比下降 13.3%，降幅与前7个月基本持平。 中指研究院企业研究总监刘水向《证券日报》记者表示，8月份京沪相继出台"认房不认贷"、下调首付 比例等楼市组合拳，政策力度和时点均符合市场预期。随着"金九"到来，房企推盘节奏与优化力度预计 均将提升，市场或实现温和复苏。 销售榜单显示，今年前8个月，保利发展控股集团股份有限公司（以下简称"保利发展"）以1812亿元的 销售额位居榜首；绿城中国紧随其后，销售额为1563亿元；中海企业发展集团有限公司（以下简称"中 海地产"）排名第三，销售额为1503亿元。华润置地有限公司、招商局蛇口工业区控股股份有限公司 （以下简称"招商蛇口"）分列第四位、第五位，销售额分别为1425亿元、1240.5亿元。前五家房企销售 额均突破千亿元。 从规模来看，前8个月，销售额超1000亿元的房企有5家，销售额均值为1508.7亿元。销售额在500亿元 至1000亿元的有6家，销售额均值750.3亿元。销 ...

百强房企前8月销售业绩出炉。 一般而言，八月是楼市销售淡季，房企供销节奏会有所放缓。 克而瑞也表示，今年八月份，楼市供求因天气高热的影响延续降势，皆重回年内次低，供应同环比下跌 约3成，成交重回年内次低，8月30个监测城市成交规模为753万平方米，环比下降12%，同比下降 17%。 在上述市场环境下，八月百强房企实现销售操盘金额2070.4亿元，环比降低1.9%，同比降低17.6%，同 比降幅较7月收窄6.7个百分点，但仍是较低水平。 据中指研究院最新发布数据，2025年1～8月，TOP100房企销售总额为23270.5亿元，同比下降13.3%， 降幅与1-7月持平。TOP100房企权益销售额为16275.2亿元，权益销售面积为8382.8万平方米。 与前七月相比，头部房企的排名变化不大，保利发展、绿城中国、中海地产、华润置地、招商蛇口稳居 前五位，前八月销售额分别为1812亿元、1563亿元、1503亿元、1425亿元、1240.5亿元，系今年销售过 千亿的5家企业。 万科、建发房产、越秀地产、中国金茂、滨江集团继续占据TOP5~TOP10的位置，前八月销售额分别为 911.1亿元、850.8亿元、730亿 ...

智通财经APP获悉，中指研究院发布2025年1-8月中国房地产企业销售业绩排行榜。2025年1-8月，TOP100房企销售总额为23270.5亿元，同比下降13.3%， 降幅与1-7月持平。8月京沪相继出台"认房不认贷"、下调首付比例、优化普宅标准等组合拳，政策力度和时点均符合市场预期，后续城市预计在需求端继 续跟进。随着"金九"到来，房企推盘节奏与优化力度预计均将提升，市场或实现温和复苏。 | | | 销售额 | | | 销售面积 | | --- | --- | --- | --- | --- | --- | | 排名 | 企业名称 | (亿元) | 排名 | 企业名称 | (万 m2) | | 1 | 保利发展 | 1812.0 | 1 | 保利发展 | 893.4 | | 2 | 绿城中国 | 1563.0 | 2 | 绿城中国 | 733.0 | | ર | 中海地产 | 1503.0 | 3 | 万科 | 699.2 | | 4 | 束润置城 | 1425.0 | 4 | 中海地产 | 12 658.1 | | 5 | 招商蛇口 | 1240.5 | 5 | 花瘦雪城 | 595.5 | | 6 | ...