房地产行业：2024年1-6月全国房地产企业拿地TOP100排行榜

Investment Rating - The report indicates a significant decline in land acquisition by major real estate companies, with a total land acquisition amount of 380.1 billion yuan in the first half of 2024, representing a year-on-year decrease of 35.8% [9]. Core Insights - The land acquisition amount has decreased significantly, with major real estate companies experiencing an expanded decline in land acquisition totals [9]. - Key cities are gradually canceling price limits on land auctions, emphasizing the construction of "good houses" [12][13]. - The Yangtze River Delta region leads the country in land acquisition amounts, with the top 10 companies in this area acquiring 77.6 billion yuan in land [16]. Summary by Sections Land Acquisition Trends - In the first half of 2024, the top 100 companies' total land acquisition was 380.1 billion yuan, down 35.8% year-on-year, with the decline continuing to expand compared to previous months [9]. - The top 10 companies in the Yangtze River Delta acquired 77.6 billion yuan, while the Beijing-Tianjin-Hebei region's top 10 companies acquired 74.9 billion yuan, showing rapid growth due to multiple land auctions in June [16]. Policy Changes - Recent adjustments in land auction policies have led to the gradual cancellation of price limits, allowing for market-driven pricing, which is expected to enhance the efficiency of land resource allocation [12]. - The emphasis on building "good houses" has been highlighted by government meetings, indicating a shift towards higher quality housing standards [12][13]. Company Performance - The top three companies in terms of new value added in the first half of 2024 are Jianfa Real Estate with 60.8 billion yuan, China Resources Land with 48.1 billion yuan, and China State Construction with 47.0 billion yuan [11]. - The top 10 companies accounted for 33.7% of the total new value added, with a minimum threshold of 3.9 billion yuan for inclusion in the top 100 [11].