机构：前10月TOP100房企拿地总额7838亿元 同比增长26.4%

Group 1 - The total land acquisition amount for the top 100 real estate companies in the first ten months of this year reached 783.8 billion yuan, representing a year-on-year increase of 26.4%, although the growth rate has significantly narrowed compared to the previous nine months due to several large-scale land acquisitions in September [1] - The total sales amount for the top 100 real estate companies in the first ten months was 2,896.71 billion yuan, showing a year-on-year decline of 16.3%, with the decline rate expanding by 4.1 percentage points compared to the previous nine months [1] - In October, the sales amount for the top 100 real estate companies increased by 3.7% month-on-month, indicating that some companies performed strongly in sales [1] Group 2 - The recovery of market expectations and buyer confidence was influenced by a series of policies implemented after last year's real estate market reforms, leading to increased market activity in core cities in October of the previous year, which contributed to the larger decline this year due to high base effects [1] - Recent supply-side optimization policies targeting the construction of "good houses" have been implemented in multiple regions, which may provide short-term support to the market as real estate companies enter the performance sprint phase towards the end of the year [1]