去年广东新房市场改善型需求持续释放 刚需企稳回升

Group 1 - The core viewpoint of the report indicates that the demand for improved housing in Guangdong's new housing market will continue to be released in 2024, with a stabilization and recovery of rigid demand [1] - In 2024, 100 typical real estate companies in Guangdong will see an increase in the number of foreign and state-owned enterprises, while local companies will concentrate in the Guangzhou and Shenzhen areas [1] - The total land acquisition amount in Guangzhou is the highest at 76.7 billion, followed by Shenzhen at 51 billion, and Foshan in third place [1] Group 2 - The report states that typical real estate companies will account for 73.1% of the total sales in Guangdong, with total sales amounting to approximately 869.8 billion [1] - The sales of rigid housing units below 90 square meters accounted for 26.8% of transactions, showing a year-on-year increase of 1 percentage point, indicating a stabilization [1] - The report suggests that typical real estate companies should focus on core advantages, activate existing assets, expand light asset businesses, and embrace technological changes for digital transformation [2]