劲爆!TOP央企多楼盘价格跳水,在宁战略收缩!
Sou Hu Cai Jing·2025-05-20 19:49

Core Viewpoint - A major state-owned developer has significantly reduced prices across multiple projects in Nanjing, with some properties reaching near record lows, indicating a desperate attempt to boost sales amid prolonged inventory issues and financial pressures [1][2][3]. Group 1: Price Reductions - In the Xianlin Lake area, project prices have dropped to 24,000 yuan per square meter, causing dissatisfaction among existing homeowners [1]. - In the core area of Jiangbei, prices have fallen to 23,000 yuan per square meter, nearly halving from the average price of 35,000 yuan per square meter at the time of the first launch in 2022 [1]. - The main housing sources in Jiangning are priced between 17,000 to 20,000 yuan per square meter, with minimal profit margins remaining, described as "ground-level sales" [1]. Group 2: Sales Performance - The developer, representing a group of top 100 real estate companies, has experienced a continuous decline in sales for three consecutive years, with an average net profit of 420 million yuan last year, down 76.8% year-on-year [3]. - The average net profit margin for top 100 real estate companies is projected to be 1.1% in 2024, indicating a sustained decline in profitability [6]. Group 3: Market Strategy Shift - The developer is shifting focus towards first-tier cities, as evidenced by a 3.6 percentage point increase in sales contribution from these areas, reflecting a strategic pivot to secure cash flow rather than gamble on future prospects in lower-tier cities [6]. - There are indications that the developer may be withdrawing from the Nanjing market, as evidenced by a significant reduction in land acquisition activities compared to previous years [9][11]. Group 4: Market Dynamics - The Nanjing real estate market is showing signs of divergence, with core areas stabilizing while suburban regions face pressure, leading to price adjustments by developers to enhance competitiveness [19].