Core Insights - The report from the China Index Academy indicates that by October 2025, the total number of opened rental units among the top 30 housing rental companies in China will reach 1.407 million, with a management scale of 1.977 million units [1][7] - The rental market is entering a traditional off-season, with the average residential rent in 50 key cities decreasing by 0.49% month-on-month and 3.63% year-on-year, reaching 34.57 yuan per square meter per month [1][25] Company Rankings - The top 30 companies by opened scale include: - Vanke Boyu: 205,728 units - Longfor Guanyu: 127,000 units - Meiyu: 140,468 units in management scale [2][5][7] - The management scale rankings show Vanke Boyu leading with 280,800 units, followed by Longfor Guanyu with 164,000 units [5][6] Market Dynamics - In October, several rental projects were launched, including public rental housing and talent apartments, with significant contributions from local state-owned enterprises and specialized rental operators [8] - The rental market is experiencing a decline in demand, leading to a broader decrease in rental prices across major cities [25][26] Business Expansion - Vanke Boyu signed a cooperation agreement with Shenzhen Metro Group to introduce high-end rental apartments in the Qianhai area [10][11] - New brands in the rental market include "Ji Yu" by Guangdian City Service Group and "Le Yang" by Xi'an Anju, indicating a trend towards brand diversification [13] Financing Trends - The issuance of rental ABS (Asset-Backed Securities) is gaining traction, with successful projects from Wuhan Hongshan Guotou and Jin Yang Investment Group [14] Policy Developments - The Ministry of Housing and Urban-Rural Development emphasizes the need to optimize the supply of affordable housing and regulate the rental market, focusing on various demographic needs [16] - Local governments are implementing policies to support the conversion of idle properties into rental housing, particularly in cities like Shanghai and Shenzhen [17][18] Rental Supply - In the past five years, Ningxia has allocated over 172,000 public rental housing units, while Chongqing has built 583,000 public rental units [21][23] - The overall transaction of residential land in 22 key cities reached 129 plots, with a focus on integrating rental housing into urban planning [29][30]
中指研究院：10月重点50城住宅平均租金为34.57元/平方米/月 同比下跌3.63%
智通财经网·2025-11-07 05:52