2024年1-7月全国房地产企业拿地TOP100排行榜

Investment Rating - The report indicates a cautious investment sentiment in the real estate sector, with a significant year-on-year decline in land acquisition by major companies [9][10]. Core Insights - The total land acquisition amount by the top 100 real estate companies in China for the first seven months of 2024 reached 430.71 billion yuan, representing a year-on-year decrease of 38.0%, with the decline rate expanding by 2.2 percentage points compared to the first half of the year [9][10]. - The report highlights that the focus of land acquisition is shifting towards high-quality plots in core cities, reflecting a continued trend of cautious behavior among real estate companies in the short term [9][10]. - The 20th Central Committee's Third Plenary Session has introduced new urban construction land indicators, which may favor regions with population growth, indicating a potential shift in land policy [11][12]. Summary by Sections Land Acquisition Rankings - The top three companies in land acquisition amount are Jianfa Real Estate (27.9 billion yuan), Greentown China (22.8 billion yuan), and China State Construction (21.3 billion yuan) [2][3]. - The top 10 companies accounted for 32.4% of the total new value added in the first seven months, with a total of 431.5 billion yuan [10]. Regional Insights - The Yangtze River Delta region leads the country in land acquisition, with the top 10 companies in this area acquiring 88.52 billion yuan, followed by the Beijing-Tianjin-Hebei region at 80.9 billion yuan [15][17]. - The report notes that state-owned enterprises continue to dominate land acquisition in key cities, while private enterprises are also actively supplementing their land reserves in targeted areas [17]. Policy Implications - The new land policy aims to optimize land management and enhance the efficiency of land resource utilization, which is crucial for the high-quality development of the real estate industry [11][12]. - The report emphasizes the importance of a coordinated mechanism for allocating new urban construction land indicators in line with population growth, which may provide more security for land supply in growing areas [11][12].