3 6 Ke·2025-08-01 02:17Core Insights - The total land acquisition amount for the top 100 real estate companies in China from January to July 2025 reached 578.3 billion yuan, representing a year-on-year increase of 34.3% [14] - The top three companies in terms of newly added value are Greentown China, China Overseas Land & Investment, and Poly Developments, with newly added values of 111.6 billion yuan, 93.5 billion yuan, and 90.7 billion yuan respectively [17] - The land market remains active, with significant competition for prime land parcels in major cities, leading to record-breaking land prices [20] Land Acquisition Overview - The top 100 companies' land acquisition amount increased by 34.3% year-on-year, with state-owned enterprises dominating the top ranks [14] - The top ten companies in land acquisition include China Overseas Land & Investment, Greentown China, and Poly Developments, with acquisition amounts of 54.2 billion yuan, 52.2 billion yuan, and 52.0 billion yuan respectively [21] - The Yangtze River Delta region leads in land acquisition, with the top ten companies acquiring 180.2 billion yuan worth of land [23] New Value Insights - The total newly added value for the top 100 companies reached 687.1 billion yuan, accounting for 43.5% of the total for the top 100 companies [17] - The threshold for newly added value among the top 100 companies was set at 5.5 billion yuan [17] Competitive Landscape - Major cities are experiencing intense bidding for land, with some parcels seeing dozens of rounds of bidding [20] - Record land prices have been set, such as the 200,257 yuan per square meter for a parcel in Shanghai, indicating fierce competition for high-quality land [20][19] Market Trends - Companies are focusing on securing prime land in key cities, with a trend towards high premium transactions in core urban areas [20] - The land supply strategy is shifting towards "quality over quantity," with cities aiming to attract investment through the release of premium land [20]