Workflow
25年4月百强房企销售数据解读:百强25年4月销售额负同比较上月收窄2pct至-10%
CMS·2025-05-05 15:14

Investment Rating - The industry rating is maintained as "Recommended" indicating a positive outlook for the industry fundamentals and expectations for the industry index to outperform the benchmark index [4]. Core Insights - In April 2025, the sales growth rate of the top 100 real estate companies decreased by 2 percentage points month-on-month to -10%. The month-on-month sales decreased by 10%, which is better than the average of -14% over the same period in the past three years. The sales growth rates for different tiers of companies varied, with the top 1-10 and 11-30 companies experiencing a decline of 0.04 percentage points and 6 percentage points respectively, while the 31-50 and 51-100 companies saw increases of 12% and 17% respectively [1]. Summary by Sections Industry Scale - The industry consists of 256 listed companies, with a total market capitalization of 2,623.5 billion and a circulating market capitalization of 2,482.2 billion [4]. Performance Metrics - Absolute performance over 1 month, 6 months, and 12 months is -2.7%, -6.1%, and 14.4% respectively. Relative performance is 0.3%, -3.0%, and 9.8% for the same periods [6].