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中指研究院:1—7月TOP100房企拿地总额5783亿元 同比增长34.3%
Zheng Quan Shi Bao Wang· 2025-08-01 00:05
Core Insights - The total land acquisition amount by the top 100 real estate companies in China from January to July 2025 reached 578.3 billion yuan, representing a year-on-year increase of 34.3% and a slight month-on-month increase of 1 percentage point [1] Group 1: Market Trends - The land market remains active in 2025, with year-on-year growth continuing to rise [1] - Central state-owned enterprises dominate land acquisitions, with 8 out of the top 10 companies being state-owned [1] Group 2: Company Performance - Among the top land acquirers, private companies like Binjiang Group ranked in the top ten, indicating a notable investment intensity from certain private enterprises [1] - Other private companies such as Bangtai Group and Dahua Group also made it into the top twenty for land acquisition amounts [1]
42%↑!百强房企上半年拿地情况公布
证券时报· 2025-07-01 15:17
Core Viewpoint - The investment enthusiasm of real estate companies has rebounded in the first half of the year, with significant increases in land acquisition and sales among top firms, indicating a potential shift in market dynamics [1][3][4]. Group 1: Land Acquisition Trends - In the first half of the year, the top 100 real estate companies' land acquisition amount increased by 42% year-on-year, with 9 companies surpassing 20 billion yuan in land purchases [2][3]. - The total new land reserves for the top 100 companies amounted to 11,594 billion yuan, with a new land acquisition amount of 5,968 billion yuan and a construction area of 5,162 million square meters, reflecting a year-on-year increase of 23.2%, 42%, and 3.4% respectively [3]. - The competitive landscape for quality land in core cities has intensified, leading to a significant increase in land transfer fees across 300 cities, with an average premium rate exceeding 10% [7][8]. Group 2: Market Dynamics and Company Performance - The top 10 sales companies accounted for 73% of the new sales volume among the top 100 sales companies, indicating a strengthening dominance of leading firms in the market [4]. - Despite the positive trends, 64% of the top 100 sales companies did not engage in land investment, suggesting a continued decline in market participation [5]. - The focus of land acquisition is increasingly concentrated in the top 20 cities, which accounted for over 65% of the national land transfer fees [7][8]. Group 3: Future Outlook - Looking ahead to the second half of the year, the industry is expected to prioritize inventory reduction and optimization, with most companies maintaining a cautious investment strategy [8]. - The market is anticipated to further differentiate, with state-owned enterprises likely to continue dominating the land market, particularly in core areas of first- and second-tier cities [8].
百强房企,半年拿地超5000亿元!钱从哪来?
21世纪经济报道· 2025-07-01 15:09
Core Viewpoint - The investment confidence of real estate companies in land acquisition has shown signs of recovery in 2023, particularly in hot cities and core areas, with a total land acquisition amount of 506.55 billion yuan for the top 100 companies in the first half of 2025, reflecting a year-on-year increase of 33.3% [1] Group 1: Land Acquisition Trends - Central and state-owned enterprises remain the main players in land acquisition, with 8 out of the top 10 land-acquiring companies being state-owned [3] - These enterprises are characterized by significant investments in hot cities and high-value land parcels, exemplified by Poly Developments' 89.9 billion yuan investment, leading the national rankings [4] - In contrast, private enterprises like Binhai Group focus on supplementing land reserves in previously established regions [5] Group 2: Market Dynamics - The land market is experiencing a "shrinking volume but rising prices" phenomenon, with residential land transactions in 100 core cities decreasing by 10.6% year-on-year, while transaction amounts increased by 22.0% [7] - The market is influenced by two main factors: the stabilization signals in the new housing market of core cities and the implementation of new national standards for high-quality housing, which enhances product innovation and comfort [8] Group 3: Investment Sources - The primary source of funds for land acquisition by real estate companies is self-owned capital, mainly derived from sales returns, due to constraints from leverage and financial tools [12] - Despite a general decline in sales for the top 100 real estate companies, some firms like Yuexiu and China Jinmao have reported sales growth of around 10% to 30% [13] Group 4: Future Outlook - The traditional off-peak season for the real estate market is approaching, and while debt resolution efforts are accelerating, the financing environment remains constrained, posing challenges for sales in the latter half of the year [14]
热度明显提升!上半年投资百强房企拿地金额大增42%
券商中国· 2025-07-01 14:44
上半年,房企投资拿地积极性有所回升。 克而瑞研究中心的数据显示,上半年,投资百强房企拿地金额同比增长42%,9家房企拿地金额突破200亿元。 销售TOP 10房企新增货值占销售百强新增货值的73%。 克而瑞研究中心的数据显示,1—6月份,新增土储百强房企的新增货值、拿地金额和建筑面积之和分别为 11594亿元、5968亿元和5162万平方米,新增货值同比增长23.2%,拿地金额同比增长42%,建筑面积同比增长 3.4%。 克而瑞研究中心认为,拿地金额增幅显著的原因是核心城市核心地块供应量明显提升。投资百强房企总量三个 指标均同比正增长,房企投资积极性筑底回升。 具体来看,上半年,9家房企拿地金额突破200亿元,中海、保利发展均超500亿元,绿城、金茂紧随其后,均 超390亿元,头部房企投资强度持续领跑。6月单月,央国企依旧主导土地市场,中海地产拿地金额近180亿 元,保利、建发房产超80亿元,绿城、联发、中铁建、金茂等加速扩储。财务稳健的民企如滨江、邦泰等也在 重点城市有所斩获。 中指研究院的数据还显示,上半年,300城住宅用地出让金同比增幅超两成,平均溢价率超10%,较去年同期 提升。房企拿地进一步聚焦,T ...
上半年中国百强房企拿地金额同比增逾三成
Zhong Guo Xin Wen Wang· 2025-07-01 12:43
Group 1 - In the first half of 2025, China's top 100 real estate companies showed strong investment willingness, with total land acquisition amounting to 506.55 billion yuan, a year-on-year increase of 33.3% [1] - Poly Developments led the land acquisition with a new value of 89.9 billion yuan, followed by Greentown China at 83.1 billion yuan and China Jinmao at 74.9 billion yuan [1] - The land acquisition intensity of real estate companies is positively correlated with their sales performance, with the top four companies exceeding 100 billion yuan in sales [1] Group 2 - The land acquisition by the top 100 real estate companies is primarily concentrated in core cities such as Beijing, Hangzhou, Shanghai, and Chengdu, where premium land parcels are often sold at high premiums [2] - The average premium rate for residential land sales across 300 cities in China increased by over 20% year-on-year, with an average premium rate exceeding 10% [2] - In the first half of 2025, 47.8% of sales performance from 20 representative companies came from second-tier cities, a decrease of 6.8 percentage points year-on-year, while first-tier cities' contribution increased by 9 percentage points to 40% [2]
中指研究院:25年上半年百强房企拿地总额总额5065.5亿元 同比增长33.3%
news flash· 2025-07-01 02:17
Core Insights - In the first half of 2025, the top 100 real estate companies in China acquired land totaling 506.55 billion yuan, representing a year-on-year increase of 33.3% [1] Group 1: Land Acquisition Trends - The leading companies in land acquisition are primarily state-owned enterprises [1] - The top three companies by newly added value are Poly Developments, Greentown China, and China Jinmao [1]
中指研究院:上半年百强房企拿地总额同比增长33.3%
news flash· 2025-06-30 23:39
Group 1 - The total land acquisition amount of the top 100 real estate companies in the first half of 2025 reached 506.55 billion yuan, representing a year-on-year increase of 33.3%, with the growth rate expanding by 4.5 percentage points compared to the previous month [1] - The year-on-year increase in land acquisition is influenced by a low base from the previous year, leading to a significant rise in land transfer fees in 300 cities, despite a decrease in residential land transaction area [1] - Central state-owned enterprises dominate land acquisition, with 8 out of the top 10 companies by acquisition amount being state-owned, while some private enterprises like Binjiang Group also show strong investment intensity, ranking among the top ten [1]
一日“落子”三城,中国金茂拿地势头“越战越勇”
第一财经· 2025-06-27 08:32
2025.06. 27 6月27日,多城土地集中出让,央企中国金茂拿地积极,一日之内落子三城。 在成都,龙泉驿区一涉宅组合用地出让,该组合地块由两宗宅地组成,总土地出让面积103161.7平方 米,总规划建筑面积257904.24平方米,总起始价26.32亿元,最终成都经开国投和中国金茂联合体竞 得,成交价为底价26.32亿元。 在杭州,金茂旗下公司以11.57亿元的总价,竞得原运河新城单元GS1004-9-2地块,成交楼面价41240 元/平方米。据悉,该地块出让面积20044平方米,容积率1.4,起价7.42亿元,楼面起价26451元/平方 米,最终溢价率达到55.91%。 合肥也迎来一场土拍热潮,今日市区3宗住宅地块出让。中国金茂以总价13.55亿元拿下高新蜀西湖地 块,楼面价17608元/平方米;其余地块被华润和高新城发拿下,总价分别为3.45亿和3.44亿,楼面价分 别为10683元/平方米、7900元/平方米。 如果不计拿地权益占比,中国金茂今日三宗地块的投资规模达到51.44亿元。 作为行业老牌央企,中国金茂近年来有重新发力之势,拿地规模明显提升。近五年房企新增货值榜显示, 金茂的行业排名从20 ...
前5月中国百强房企拿地金额明显增长 频频加仓核心城市
Zhong Guo Xin Wen Wang· 2025-06-03 11:54
房企加仓核心城市趋势明显。根据中指数据,2025年1-5月,土地出让收入最高的20个城市住宅用地出 让金占全国比重升至66%(2024年全年为51%),排名前10位的城市土地出让收入占全国比重为54%(2024 年全年为34%)。土地出让收入较高城市大多为一二线核心城市。 从拿地活跃的房企来看,王琳指出,今年1-5月份,招商蛇口在北京、上海、南京、成都等四个城市拿 地金额均进入当地前十位;绿城在苏州、杭州等城市进入前三;华润置地在北京、成都进入前三,显示 今年以来头部房企聚焦核心城市加大力度补仓。 今年前5个月,中国土地市场热度提升。据中指研究院统计,1-5月,全国300个城市住宅用地成交楼面 均价为每平方米4852元,同比上涨34.2%;住宅用地出让收入为0.65万亿元,同比上涨24.1%。去年全 年,这两项指标同比均处于下降通道。 土地市场总体升温主要受到核心城市市场提振。据机构统计,今年前四个月,中国22个重点城市土地成 交月度平均溢价率均在20%左右。5月份,这一趋势延续。当月,上海、杭州、成都、福州、重庆、武 汉等核心城市进行了住宅用地出让。其中,杭州土拍热度持续,上海、成都、重庆、武汉核心区也竞拍 ...
重点房企拿地总额同比增长26.6%
news flash· 2025-05-01 02:26
Core Viewpoint - The total land acquisition amount of key real estate companies increased by 26.6% year-on-year in the first four months of 2025, indicating a strong competition for quality land parcels among firms [1] Group 1: Land Acquisition Data - In the first four months of 2025, the top 100 real estate companies acquired land worth 360.8 billion yuan [1] - The year-on-year growth rate of land acquisition decreased by 4.0 percentage points compared to the previous month [1] Group 2: Market Trends - In April, 22 cities experienced a significant increase in residential land transfer fees, with a year-on-year growth exceeding 40% [1] - The increase in land acquisition reflects both the fierce competition for quality plots and the rising value of land in core areas [1] Group 3: Leading Companies - The top three companies in terms of new land value added are Greentown China, China Jinmao, and Poly Developments [1]