房企前七月销售数据出炉，头部阵营中这7家逆势上升

Core Insights - The sales data for the top 100 real estate companies in China for the first seven months of 2025 shows a total sales amount of 2,073.01 billion yuan, representing a year-on-year decline of 13.3%, with the decline rate widening by 1.5 percentage points compared to the first half of the year [1] - In July alone, the sales of the top 100 real estate companies also saw a year-on-year decrease of 18.2% [1] Group 1: Sales Performance - The average sales amount for the top 10 real estate companies in the first seven months was 101.03 billion yuan, down 13.6% year-on-year [2] - Among the top 20 real estate companies, only seven companies, including Jianfa Real Estate and Yuexiu Property, reported year-on-year sales growth in the first seven months [2] - Notable sales increases were observed for China State Construction East, Guotai Real Estate, and China Jinmao, with sales amounts of 30.7 billion yuan, 23.6 billion yuan, and 61.8 billion yuan, respectively, reflecting year-on-year growth rates of 25.3%, 24.86%, and 23.1% [2] Group 2: Ranking Changes - Companies such as Gemdale and New Town Holdings experienced sales declines exceeding 50%, dropping out of the top 20 rankings [3] - Vanke's sales amounted to 82.1 billion yuan, down 43.95%, ranking sixth in the industry [3] - The sales amounts for Poly Developments, China Overseas Land, and China Resources Land fell between 10% to 20%, aligning with industry trends [3] Group 3: Market Outlook - The recent Central Political Bureau meeting emphasized maintaining policy continuity and stability, suggesting potential for further policy support to stabilize the market [4] - The real estate market is expected to continue experiencing low transaction volumes in August, with significant differentiation between cities and projects [4] - Some second-tier cities may see a temporary recovery, driven by the introduction of new residential products, while market heat is expected to remain stable with slight increases [4]