2025-03-26 03:32Investment Rating - The report indicates a positive outlook for the Nanjing real estate market, highlighting a recovery in market confidence driven by policy support [3]. Core Insights - In January and February 2025, the Nanjing real estate market saw a total residential supply of 107,800 square meters and a transaction volume of 389,500 square meters, with an average transaction price of 28,249 yuan per square meter [3]. - The top 20 real estate companies in Nanjing achieved a combined sales amount of 84.30 billion yuan and a total sales area of 356,200 square meters during this period [6]. - The leading company in sales amount was China Merchants Shekou, with 11.43 billion yuan, while Poly Developments topped the sales area with 2.64 million square meters [6]. Sales Performance Summary - The top 20 companies in terms of sales amount and area are as follows: - Sales Amount: 1. China Merchants Shekou - 11.43 billion yuan 2. Yingfa Co. - 9.11 billion yuan 3. Poly Developments - 8.51 billion yuan 4. Shangyuan City - 6.89 billion yuan 5. Jinjidi Real Estate - 6.04 billion yuan [4][6] - Sales Area: 1. Poly Developments - 2.64 million square meters 2. China Merchants Shekou - 2.42 million square meters 3. Shangyuan City - 2.31 million square meters 4. Huafa Group - 2.18 million square meters 5. China Synthetic - 1.66 million square meters [4][6]. Equity Sales Performance Summary - The top 20 companies in terms of equity sales achieved a total of 57.76 billion yuan in sales and 180,400 square meters in area [8]. - Poly Developments led the equity sales amount with 6.20 billion yuan, followed by China Merchants Shekou with 5.90 billion yuan [8]. Project Sales Performance Summary - The top 20 residential projects in Nanjing achieved a total sales amount of 45.78 billion yuan, accounting for 41.61% of the total sales in January and February [10]. - The leading project by sales amount was "China Merchants · Jinling Sequence" with 4.79 billion yuan, followed by "Zhongtian Jinning Fenghua" with 4.29 billion yuan [9][11]. Market Analysis - The Nanjing real estate market is characterized by a recovery in confidence and increasing sales, with significant regional variations noted [3][15]. - The average transaction price in February was reported at 28,533 yuan per square meter, with notable sales volumes in Jiangning District, Pukou District, and Qixia District [15].