润达丰、嘉禾兴2家民企在成都杀出来了

Core Insights - The Chengdu real estate market has exceeded expectations this year, driven by two emerging private enterprises that have significantly impacted the market dynamics [1][2] - The overall sales of residential properties in Chengdu from January to July reached 147.7 billion, a year-on-year increase of 7%, but saw a sharp decline of 27% in July compared to the previous year [2] - The market is witnessing a shift in player dynamics, with leading enterprises experiencing a decline in sales while some private companies are making significant gains [3][4] Group 1: Market Performance - Chengdu remains a standout in the second-tier real estate market, with a total residential sales amount of 147.7 billion from January to July, reflecting a 7% year-on-year increase [2] - However, the market showed signs of weakness starting in May, with July's sales dropping by 27% year-on-year [2] - The top 20 enterprises in Chengdu saw an average sales decline of 11%, with national leading firms holding 60% of the market share [3][4] Group 2: Emerging Players - Two private companies, Run Da Feng and Jia He Xing, have entered the top 20 rankings, with Run Da Feng achieving a staggering 731% year-on-year sales growth and Jia He Xing achieving 402% [3][4] - Run Da Feng has transitioned from a "just need" player to a luxury market contender, launching high-end properties with prices reaching 22.1 million per square meter [8][9] - Jia He Xing has focused on the suburban market, acquiring land worth 6 billion over three years, primarily in the second-tier areas of Chengdu [10][12] Group 3: Company Strategies - Run Da Feng's strategy includes hiring top talent from leading firms and offering high-quality luxury products with high utilization rates, such as 145% for their large flat products [9][12] - Jia He Xing emphasizes stability and affordability, acquiring land without financing and maintaining a high degree of transparency regarding funding [10][12] - Both companies have identified market gaps and tailored their offerings to meet specific consumer needs, showcasing a strategic approach to market entry and growth [13]