2024年1-2月中国物业服务企业新增合约面积TOP50

Industry Overview - The property management industry faces challenges such as macroeconomic pressure, real estate debt crises, and intense competition in project expansion [1] - In 2024, the industry will focus on high-quality development and service excellence, prioritizing stable cash flow and business growth over blind expansion [1] - The China Index Academy conducted research on market expansion and affiliated project acquisition among property service enterprises from January to February 2024 [1] Top 50 Companies by New Contract Area - The total new contract area for the top 50 companies reached approximately 11.1 million square meters, with an average of 2.22 million square meters per company [3] - Yashili Smart City Services Co Ltd, China Resources Mixc Living Services Ltd, and Dongyuan Ren Zhi Urban Operation Service Group Co Ltd led with new contract areas exceeding 6.5 million square meters [3] - The top 10 companies by new contract area include Yashili (8.04 million sqm), China Resources Mixc Living (7.55 million sqm), and Dongyuan Ren Zhi (6.92 million sqm) [2] Third-party Market Expansion Analysis - The top 50 companies achieved a total third-party market expansion area of 91.87 million square meters, with an average of 1.81 million square meters per company [5] - Yashili Smart City Services Co Ltd and Dongyuan Ren Zhi Urban Operation Service Group Co Ltd led with 6.99 million and 6.74 million square meters respectively [4] - The top 10 companies had an average third-party expansion area of 4.82 million square meters, while companies ranked 11-30 averaged 1.72 million square meters [5] Affiliated Project Acquisition Analysis - The top 50 companies acquired a total of 24.1 million square meters of affiliated projects, with an average of 480,000 square meters per company [7] - Vanke OneSpace Technology Service Co Ltd and Poly Property Services Co Ltd led with over 2 million square meters each [6] - The top 10 companies had a threshold of 940,000 square meters for pending conversion areas [7] M&A Market Analysis - Yashili's subsidiary Longcheng Service fully acquired Baoxincheng Cleaning, expanding into property management, building cleaning, and parking services [8] - Great Wall Property transferred its wholly-owned subsidiary Taiyuan Shenchangcheng Property to Shanghai Shenchangcheng Property, diversifying into elderly care services [8] - Property service companies are strengthening their strategic layout in urban services through multi-format operations [8]