中指研究院 中国房地产指数系统 早八点|上周楼市同环比均上涨；政治局会议强调积极支持收购存量商品房用作保障 性住房（2024 年 7 月 29 日~8 月 4 日） 上周楼市同环比均上涨，环比小幅上涨 7.15%，同比则为近半年来首次转升，其中一二线城市均出现同 环比上涨，三四线城市则仍保持下降。一线城市中广深涨幅最大，深圳同比上涨最为明显。库存整体环 比略降，北京降幅最大。40 个大中城市住宅用地成交 94 万平方米，土地出让金 58 亿元。房企非银融资 类型以中期票据、公司债为主，部分企业通过超短期融资券等方式获取资金。房企拿地城市集中在合肥、 南京、成都、温州等城市。其中，绿城 27.16 亿元斩获杭州主城首宗不限价宅地，溢价率达 39.57%。 政策：政治局会议强调积极支持收购存量商品房用作保障性住房。郑州取消新房限价，广州支持提取公 积金支付首付。 交易：上周楼市同环比均小幅上涨，环比小幅上涨 7.15%，同比则为近半年来首次转升；其中一二线城 市同环比均上涨，广深分别领衔。库存整体环比略降。 土地：杭州收金近 42 亿领衔，南京居第二位达 29.6 亿元，其余 TOP10 城市中出让金普遍在 5 ...

房地产开发融资方式改革，房地产基金或将迎来新的发展机遇 房地产基金监管政策：不动产私募基金投资范围放宽至存量商品住宅 2016 年-2022 年，私募基金投向房地产领域受到严格限制。2017 年，为加强房地产市 场调控，防范过热风险，中基协发布《证券期货经营机构私募资产管理计划备案管理规范第 4 号——私募资产管理计划投资房地产开发企业、项目》，限制 16 个热点城市普通住宅地产 项目的债权投资，限制所有地产项目的债权融资用于缴纳土地款、补充流动资金或者支付首 付贷。自 2018 年资管新规发布以来，私募资管业务持续规范化整改，通道业务快速缩减。 2023 年，不动产私募资金开始试点。2022 年 11 月，证监会支持房企股权融资的"第三 支箭"，提出积极发挥私募股权投资基金作用，随后，证监会在 2023 年 2 月启动了不动产私 募投资基金试点工作，中基协配套发布《不动产私募投资基金试点备案指引（试行）》，私募 投资基金通往房地产行业的道路被打通，且首次被正名。此次政策目的为进一步发挥私募基 金多元化资产配置、专业投资运作优势，满足不动产领域合理融资需求，以促进房地产回归 稳定发展。同期，部分私募股权投资机 ...

"百城价格指数" 7 月百城销售均价：新建住宅环比上涨 0.13%，同比上涨 1.64%； 二手住宅环比下跌 0.74%，同比下跌 6.58%； 50 城租赁均价：普通住宅环比上涨 0.02%，同比下跌 1.77% 中指研究院报道：根据中国房地产指数系统百城价格指数1对全国 100 个城市新建、二手住宅销 售市场及 50 个城市租赁市场的调查数据，2024 年 7 月，全国 100 个城市新建住宅平均价格为 16443 元/平方米，环比上涨 0.13%，涨幅较 6 月收窄 0.02 个百分点。从涨跌城市个数看，38 个城市环比 上涨，39 个城市环比下跌，23 个城市持平。同比来看，全国 100 个城市新建住宅平均价格较去年 同期上涨 1.64%。全国 100 个城市二手住宅平均价格为 14653 元/平方米，环比下跌 0.74%，已连 跌 27 个月。从涨跌城市个数看，100 个城市二手住宅价格环比均下跌。同比来看，全国 100 个城市 二手住宅平均价格较去年同期下跌 6.58%。全国 50 个城市住宅平均租金为 36.3 元/平方米/月，环 比上涨 0.02%；从涨跌城市个数看，23 个城市环比上涨，27 ...

Investment Rating - The report indicates a cautious investment sentiment in the real estate sector, with a significant year-on-year decline in land acquisition by major companies [9][10]. Core Insights - The total land acquisition amount by the top 100 real estate companies in China for the first seven months of 2024 reached 430.71 billion yuan, representing a year-on-year decrease of 38.0%, with the decline rate expanding by 2.2 percentage points compared to the first half of the year [9][10]. - The report highlights that the focus of land acquisition is shifting towards high-quality plots in core cities, reflecting a continued trend of cautious behavior among real estate companies in the short term [9][10]. - The 20th Central Committee's Third Plenary Session has introduced new urban construction land indicators, which may favor regions with population growth, indicating a potential shift in land policy [11][12]. Summary by Sections Land Acquisition Rankings - The top three companies in land acquisition amount are Jianfa Real Estate (27.9 billion yuan), Greentown China (22.8 billion yuan), and China State Construction (21.3 billion yuan) [2][3]. - The top 10 companies accounted for 32.4% of the total new value added in the first seven months, with a total of 431.5 billion yuan [10]. Regional Insights - The Yangtze River Delta region leads the country in land acquisition, with the top 10 companies in this area acquiring 88.52 billion yuan, followed by the Beijing-Tianjin-Hebei region at 80.9 billion yuan [15][17]. - The report notes that state-owned enterprises continue to dominate land acquisition in key cities, while private enterprises are also actively supplementing their land reserves in targeted areas [17]. Policy Implications - The new land policy aims to optimize land management and enhance the efficiency of land resource utilization, which is crucial for the high-quality development of the real estate industry [11][12]. - The report emphasizes the importance of a coordinated mechanism for allocating new urban construction land indicators in line with population growth, which may provide more security for land supply in growing areas [11][12].

中国房地产企业资讯监测报告 北京中指信息技术研究院 中指研究院大数据中心 电 话： 4006306618 查看往期全文：https：// www.cih-index.com/ 北京中指信息技术研究院 中国房地产企业资讯监测报告 (20240722-20240728) 目录 | --- | |------------------------------------------------------------------------------------------------------------------------------| | 一．土地储备 ..............................................................................................................2 | | 上周重点监测企业拿地情况 ...................................................................................2 | | 1. 保利&建工 89 ...

中指研究院 中国房地产指数系统 7.30 政治局会议：积极支持收购存量商品房用作保障性住房 7 月 30 日，中共中央政治局召开会议，分析研究当前经济形势，部署下半年经济工作。会议指出： ◼ 今年以来，…，经济运行总体平稳、稳中有进，延续回升向好态势，新动能新优势加快培育， 高质量发展扎实推进，社会大局保持稳定。 ◼ ……加大宏观调控力度，深化创新驱动发展，深入挖掘内需潜力，不断增强新动能新优势，增 强经营主体活力，稳定市场预期，增强社会信心，增强经济持续回升向好态势，切实保障和改善民生， 保持社会稳定，坚定不移完成全年经济社会发展目标任务。 ◼ 宏观政策要持续用力、更加给力。要加强逆周期调节，实施好积极的财政政策和稳健的货币政 策，加快全面落实已确定的政策举措，及早储备并适时推出一批增量政策举措。要加快专项债发行使用 进度，用好超长期特别国债，支持国家重大战略和重点领域安全能力建设，更大力度推动大规模设备更 新和大宗耐用消费品以旧换新。要优化财政支出结构，兜牢"三保"底线。要综合运用多种货币政策工 具，加大金融对实体经济的支持力度，促进社会综合融资成本稳中有降。要保持人民币汇率在合理均衡 水平上的基本稳定。 ...

Industry Overview - The real estate market in China continues to face pressure despite ongoing policy optimizations, with homebuyers becoming more rational and placing greater emphasis on developers' brand reputation, product quality, and delivery capabilities [1] - In 2024 H1, 15 companies delivered over 20,000 residential units, with 8 companies exceeding 50,000 units, led by Country Garden with over 150,000 units delivered [4] - The Chinese government has prioritized the "guaranteed delivery of housing" as a key policy focus, emphasizing the protection of homebuyers' rights and the stable development of the real estate market [4] Company Performance - Country Garden leads the 2024 H1 delivery rankings with 154,500 units, followed by Greenland Holdings (74,400 units) and Vanke (74,000 units) [2] - Longfor Group delivered 50,000 units across 121 projects in 43 cities, with 20% of projects achieving early delivery by over one month [4] - CCCC Real Estate's Jiaozuo project implemented a detailed weekly plan, achieving delivery three months ahead of schedule with simultaneous property registration [4] - Dahua Group's Nanjing project obtained completion acceptance three months early and plans to deliver two months ahead of schedule [4] Delivery Strategies - Leading companies focus on establishing strict construction standards, implementing refined process control systems, and maintaining high-quality material selection to ensure product quality [5] - Companies are enhancing customer experience through construction site open days, live streaming of construction progress, and professional home inspection services during delivery [5] - Some developers have implemented advanced delivery systems, including pre-delivery inspections, customer service training, and simulation exercises to ensure smooth delivery processes [5] Product Innovation - Xincheng Holdings emphasizes the integration of "good houses" and "good living" through its delivery strategy, focusing on quality and livability [5] - New Hope's Jinlin Yu project features innovative design elements, including glass curtain walls, stone paint, and aluminum panel decorations, combined with large-area LOW-E glass and integrated landscape design [5] - Companies are increasingly focusing on creating comprehensive delivery systems that cover the entire product lifecycle, from design to post-delivery services [5]

北京中指信息技术研究院 中国房地产企业资讯监测报告 中指研究院大数据中心 电 话: 4006306618 查看往期全文:https:// www.cih-index.com/ 北京中指信息技术研究院 中国房地产企业资讯监测报告 (20240708-20240714) 目录 | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------|-------| | 一.土地储备 ................................................................................................................. | 2 | | 上周重点监测企业拿地情况 .............................................................................. ...

中国房地产企业资讯监测报告 北京中指信息技术研究院 中指研究院大数据中心 电 话: 4006306618 查看往期全文:https:// www.cih-index.com/ 北京中指信息技术研究院 中国房地产企业资讯监测报告 (20240701-20240707) 目录 | | | |-----------------------------------------------------------------------------------------------------------------------------|----| | 一.土地储备 ..............................................................................................................2 | | | 上周重点监测企业拿地情况 ...................................................................................2 | | | 1. 大兴 ...

2024 上半年中国房地产代建企业排行榜 我国房地产发展进入新阶段,房企积极探索新发展模式,近年房地产代建领 域获得了较快发展。在此背景下,中指研究院以数据为基础,对 2024 年 1-6 月 房地产代建企业的总新签规模、政府代建新签规模、代建销售规模、特色项目等 进行研究,关注行业最新动态,为行业研判代建发展情况提供参考。 | | | | |----|--------------------|------| | 1 | 绿城管理 | 1746 | | 2 | 旭辉建管 | 729 | | 3 | 蓝绿双城 | 717 | | 4 | 龙湖龙智造 | 432 | | 5 | 凤凰智拓建管 | 413 | | 6 | 新城建管 | 352 | | 7 | 融者共创(兴元建设) | 347 | | 8 | 金科金建管 | 325 | | 9 | 东原睿建 | 286 | | 10 | 绿地智慧 | 248 | | 11 | 远洋建管 | 223 | | 12 | 招商建管 | 202 | | 13 | 中原建业 | 176 | | 14 | 新宏图城市发展 | 160 | | 15 | 德信绿建集团 | 148 ...