Group 1 - The core viewpoint of the article highlights that the top 20 companies in the construction management sector have achieved a new signed construction area of 21,926 million square meters in 2025, reflecting a year-on-year increase of 16%, with a growth rate that is 6 percentage points higher than in 2024, although still lower than in 2023 [1] - Among the top 20 companies, 10 have signed new construction areas exceeding 10 million square meters, an increase of 5 companies compared to the same period last year, with notable companies including Greentown Management, CIFI Construction Management, and Longfor Longzhizao [1] - The overall trend in the real estate market indicates a stabilization, with leading construction management companies showing a strong willingness to expand, reversing the slowdown seen in 2024 [1] Group 2 - The concentration of the top ten companies in terms of signed area has reached 78%, an increase of 7 percentage points compared to 2024, indicating that the leading companies are capturing a larger market share [2] - The top five companies account for 45% of the new signed construction area, a slight decrease of 2 percentage points from 2024, while the 5-10 ranked companies have increased their share to 33%, up 10 percentage points [2] - The competition among leading companies is intensifying, with significant disparities in project signing scales, particularly between the top and bottom companies, indicating ongoing market reshuffling [2][4] Group 3 - Greentown Management leads the sector with a signed area of 35,535 million square meters, which is double that of the second-ranked company, showcasing the competitive landscape among top firms [3] - The gap between the 10th and 20th ranked companies is nearly five times, further illustrating the increasing difficulty for lower-tier companies to expand and the ongoing market reshuffling [4]
克而瑞地产研究：2025年地产代建新增规模TOP20新拓总量同比增长16% 尾部企业仍在剧烈洗牌 天天快报