超六成房企7月销售单价拉升明显

Core Insights - The policy-driven recovery and adjustments by real estate companies are beginning to show results, with 13 out of 20 companies reporting a year-on-year increase in sales prices, indicating a shift towards first and second-tier cities [1][3][7] Sales Performance - Among the 20 companies, notable sales price increases were observed, with Sunac China experiencing the highest increase of 97.25% in July, followed by Yuexiu Property at 47.44%, China Resources Land at 35.68%, and China Jinmao at 23.19% [3][6] - The overall sales performance remains mixed, but the increase in sales prices is expected to support the recovery of distressed companies [1][6] Land Acquisition Strategies - Real estate companies are focusing on acquiring land in first and second-tier cities, with China Jinmao reporting that 90% of its land acquisitions in 2024 were in these cities [3][4] - Yuexiu Property allocated over 80% of its investment in 2024 to first-tier cities, with significant land acquisitions in Beijing, Shanghai, and Guangzhou [4][5] Market Dynamics - The ongoing policy support, including adjustments to housing loan policies, is expected to lower the barriers for homebuyers, stimulating demand and enhancing market activity [7][8] - The introduction of high-quality projects in core urban areas is revitalizing the market, providing opportunities for improved sales and market confidence [8] Recovery of Distressed Companies - Companies like Sunac China have shown signs of recovery, with sales figures significantly improving over the past months, attributed to their focus on high-end projects in core cities [6][7] - Analysts suggest that improving sales and diversifying marketing channels are crucial for companies to enhance their operational performance [6]