5月关键数据陆续发布 房企聚焦优质地块

Core Viewpoint - The real estate market is showing a mixed performance in May, with some companies reporting year-on-year sales growth while others experience declines in sales figures [1][2]. Group 1: Company Sales Performance - Poly Developments reported a signed area of 1.3041 million square meters in May, a year-on-year decrease of 32.88%, and a signed amount of 28.512 billion yuan, down 19.26% [2]. - China Overseas Development achieved a sales amount of 23.85 billion yuan in May, marking a year-on-year increase of 21.1%, although the sales area decreased by 19.1% [2]. - Poly Developments successfully issued 3 billion yuan in medium-term notes with an interest rate of 2.15% [2]. Group 2: Second-hand Housing Market - In Beijing, the number of second-hand residential contracts reached 14,277 in May, reflecting a year-on-year increase of 6.7% but a month-on-month decrease of 8.3% [3]. - Shanghai's total housing transactions in May amounted to 2.23 million square meters, with a year-on-year growth of 17%, including a 24% increase in new housing transactions [3]. - Shenzhen recorded a year-on-year increase of 17.6% in second-hand housing transactions, with over 5,000 recorded units in May, indicating strong market resilience [3]. Group 3: Land Market Activity - Multiple hot cities have recently auctioned off several land parcels, with Beijing's total land sales amounting to 13.06 billion yuan [4]. - Guangzhou had five residential land parcels sold at a total price of 5.569 billion yuan, all at the starting price [4]. - In Hangzhou, a residential land parcel was sold with a premium rate of 40.33% after 46 rounds of bidding [4]. Group 4: Company Land Acquisition Attitudes - Most companies are adopting a cautious approach to land acquisition, focusing on first and second-tier cities [5]. - Companies are prioritizing land that aligns with their strategic goals and financial capabilities while closely monitoring market conditions [5].