2025-03-26 03:31Investment Rating - The report does not explicitly provide an investment rating for the real estate industry in Guangzhou for the period of January to February 2025 Core Insights - The Guangzhou real estate market experienced a decline in both supply and demand during the Spring Festival period, but is expected to recover as traditional marketing periods approach in March [4][10] - The total sales amount for the top 20 real estate companies in Guangzhou reached 197.6 billion, with a threshold value of 32 million [10][15] - Poly Developments led the sales rankings with a total sales amount of 47.4 billion and equity sales amount of 30.8 billion [11][12] Market Overview - As of February 23, 2025, Guangzhou saw a new supply of 13,997 residential units, covering an area of 164,000 square meters, with major supply areas being Haizhu, Baiyun, and Huadu, accounting for 80.3% of the total supply [8][10] - The transaction volume for new residential units in February was 22,666 units, with a total area of 239,000 square meters, primarily concentrated in the districts of Zengcheng, Baiyun, and Panyu, which accounted for 46.6% of the total transactions [8][10] Sales Performance of Top Companies - Poly Developments achieved the highest sales volume and equity sales volume, followed by Yuexiu Property and China Resources Land [11][12] - The first tier of companies (sales over 2 billion) included 2 companies with a total sales amount of 75.1 billion, representing 38.0% of the top 20 sales [12] - The second tier (sales between 1 billion and 2 billion) included 3 companies with a total sales amount of 43.8 billion, representing 22.2% of the top 20 sales [12] Sales Performance of Projects - The top-selling project was Wanbo Yufu in Panyu District with sales of 8.6 billion, followed by Wuhan Urban Construction - Poly Huayuhe An in Liwan District with 5.4 billion [17][19] - The top 20 projects had a sales threshold of 210 million, with the top project also leading in sales area [19]