4月楼市低位运行 头部房企紧抓五一窗口期

Core Insights - The sales performance of the top 100 real estate companies in China has declined, with a total sales amount of 1018.17 billion yuan from January to April, representing a year-on-year decrease of 6.7% [1] - The overall sales in April saw a significant month-on-month drop of 10.4%, indicating a slowdown in growth momentum and a temporary bottleneck in demand [3] - Major state-owned enterprises such as Poly Developments, Greentown China, and China Overseas Land & Investment lead the sales rankings, with 13 companies achieving sales exceeding 20 billion yuan in the first four months [1] Sales Performance - The top 100 real estate companies experienced a total sales amount of 1018.17 billion yuan in the first four months of 2025, down 6.7% year-on-year [1] - In April alone, the sales performance hit a historical low, reflecting a significant decline in market activity [3] - The sales figures for major cities like Beijing, Shanghai, and Shenzhen have decreased due to supply constraints, while lower-tier cities continue to struggle with long inventory turnover and weak demand [3] Market Strategies - In response to market pressures, many real estate companies are focusing on the upcoming May Day holiday to stimulate market activity through various promotional strategies [3] - Companies are accelerating product upgrades to meet market demand for affordable and improved housing options, while also employing flexible pricing strategies and diverse promotional methods [3] - For instance, Longfor Group is implementing attractive promotional tactics during the May Day period, including price discounts and online live-streaming events to engage consumers [3] Future Outlook - The Central Political Bureau has emphasized the need to "continuously consolidate the stable trend of the real estate market," indicating a supportive direction for the industry [4] - As policies supporting both supply and demand in the real estate sector are expected to be implemented, there is optimism that the market in core cities may recover further, leading to a stabilization of the industry [4] - Industry experts believe that if companies can launch products that meet market needs, the real estate market may gradually achieve a stop in decline and stabilize [4]