【房地产】8月TOP10房企销售额环比+12%，同比增速分化加大——百强房企销售跟踪（2025年8月）（何缅南/韦勇强）

Core Viewpoint - The real estate market is experiencing a decline in sales, with significant year-on-year decreases in both top-tier and broader market segments, indicating ongoing challenges in the industry [3][4]. Group 1: Sales Performance - In August 2025, the top 10 real estate companies reported a total sales amount of 119.7 billion, with a year-on-year decrease of 3.1% and a month-on-month increase of 11.6% [3]. - For the first eight months of 2025, the total sales amount for the top 10 companies was 1.08 trillion, reflecting a year-on-year decline of 13.1% [3]. - The top 100 real estate companies saw a total sales amount of 220.2 billion in August 2025, with a year-on-year decrease of 19.2% [4]. Group 2: Median Sales Data - The median year-on-year sales change for the top 50 real estate companies in the first eight months of 2025 was -11.2%, indicating a challenging market environment [5]. - Among the top 50 companies, 50% experienced a year-on-year sales decline of more than 30% [5]. Group 3: Notable Performers - In August 2025, seven out of twenty mainstream real estate companies reported positive year-on-year sales growth, with notable performances from Jianfa Real Estate (+69%) and China Jinmao (+47%) [6]. - For the first eight months of 2025, only three out of twenty mainstream companies had positive cumulative year-on-year sales growth, with China Jinmao leading at +26% [6].