中指院、克而瑞发布2025年代建行业排行榜 远洋集团旗下代建平台——远洋建管 位列'代建新签规模榜'第9 两年"三级跳" 成为代建头部企业中增速最快的"黑马" 1月6日 以专业为锚、以品质立信、以实干作答 我们深耕代建全周期管理 我们努力强化产品力内功 我们发挥全业态、全产业链优势 以"项目医生"般的专业能力 精准诊断、挖掘价值 让一个又一个项目 焕发新生、高质量呈现 每一份托付都值得全力以赴 每一次信任都将以专业回报 远洋建管期待与您共筑未来！ 项目热销,叫好叫座 【公寓"三冠王" 年南汇 开盘3个月销售额1.4亿元,位列2025年大连公 寓套数、金额、面积三冠王 首开热销】 依托全周期操盘能力,精准定位刚需改善,助 力项目首开热销破亿元 【逆市标杆】 中山新天地 通过创新营销与高效转化,两个月成交额超 1亿,逆市打造现象级标杆 【区域领跑】 济南观山楼 以"健康安心宅"为核心,依托精准推售与线上 线下双擎营销,持续领跑区域市场 7 - REI 【区域领跑】 青岛远洋紧花里 4个月内高效清盘,让停滞4年的"滞销盘" 实现清影重生 市场,是检验专业的最好标尺 【城市销冠】 石家庄翡翠书香 连续5个月稳居石家庄 ...

1月6日，中指研究院发布《2025年中国房地产代建企业排行榜》。 在代建销售规模方面，2025年，绿城管理以985亿元合约销售金额位列代建销售榜首位。蓝绿双城和龙 湖龙智造代建项目销售金额分别为236亿元和206.2亿元，位列二、三位。随着入局代建企业增加，代建 项目纷纷进入销售阶段，代建企业销售规模也在持续提升。 旭辉建管和润地管理代建新签约面积分别为1629万平方米和1595万平方米，位列二、三位。 在新增规模方面，2025年，绿城管理以3535万平方米新签约规模位列第一。旭辉建管和润地管理代建新 签约面积分别为1629万平方米和1595万平方米，位列二、三位。 2025年，房地产代建企业积极布局政府代建，从榜单来看，润地管理以1349万平方米的新拓面积位列榜 单第一。旭辉建管和蓝城集团位列二、三位，新签约政府代建规模分别为732万平方米和563万平方米。 2025年，代建企业在政府代建方面主要以保障房、学校、体育场馆等为主，部分企业也在探索城市更新 中的代建机遇。 在代建交付力上，近年来，交付力成为行业关键词，日益受到房企重视。房地产代建企业亦十分重视代 建项目的交付力，一方面，部分企业参与到纾困项目代 ...

近日，大连当地楼市研究机构发布《2025年11月大连楼市销量排行榜》。其中，由远洋集团旗下远洋建 管代建代管的华南汇位列公寓排行榜第二，引发市场关注。 资料显示，华南汇项目位于大连北部重要商业圈华南广场的核心位置，周边交通便利、配套齐全。今年 9月，大连华南汇项目首次开盘即创下去化206套、成交金额9300万元的佳绩，位列大连新开公寓项目套 数第一、销售金额第二，验证了远洋建管的专业操盘能力与市场竞争力。 近年来，远洋建管的专业操盘能力屡获市场验证。在中指院发布的《2025年1-9月中国房地产代建企业 排行榜》上，远洋建管位列'新签规模排行榜'第8位、'代建销售规模排行榜'第12位。今年11月，远洋建 管先后签约福建宁德赛岐外滩、泉州观音岐文旅城等项目，提供代销服务，助力项目去化。 责任编辑：杨赐 近年来，远洋建管的专业操盘能力屡获市场验证。在中指院发布的《2025年1-9月中国房地产代建企业 排行榜》上，远洋建管位列'新签规模排行榜'第8位、'代建销售规模排行榜'第12位。今年11月，远洋建 管先后签约福建宁德赛岐外滩、泉州观音岐文旅城等项目，提供代销服务，助力项目去化。 责任编辑：杨赐 近日，大连当地楼市 ...

Group 1 - Shaoxing Jiaojian Company signed a strategic cooperation agreement with Greentown Management, focusing on construction management and consulting services [1][3] - Jinjian Group and China State Construction International City Construction Co., Ltd. also signed a strategic cooperation agreement to explore innovative models for high-quality development [2][3] - Jindi's Shenzhen regional company successfully won the bid for the demolition and resettlement housing project in Dongguan Dalang Town, marking its second resettlement housing project in Dongguan [4] Group 2 - Jindi Management's Wenzhou Future Summit project achieved the best opening record in Longgang City in the past three years, with a first opening sales of 1.67 billion [7] - Phoenix Zhituo successfully signed a comprehensive management service project for Ningde Huaxi Public House, aiming to create a demonstration of "four generations of housing" in Ningde City [5][6] - New City Construction Management's project in Cangzhou Yunxi Yingyue achieved strong sales of 1.67 billion during its first opening [1][8]

Core Viewpoint - Greentown Management is actively engaging with investors to showcase its capabilities in revitalizing troubled projects, particularly highlighted by the Wuhan Guihu Cloud Cuit project, amidst a challenging environment in the construction industry marked by increased competition and declining management fees [1][3]. Group 1: Company Performance and Market Position - Greentown Management achieved a new contract signing area of 27.9 million square meters and a contract sales amount of 70.6 billion yuan in the first three quarters, leading the industry in both metrics [3][5]. - The company has repurchased 10 million shares since August 29, with a total expenditure of approximately 30.67 million Hong Kong dollars, reflecting confidence in its own value and enhancing earnings per share by reducing the number of shares in circulation [3][5]. - Greentown Management has maintained a market share of over 20% for nine consecutive years, indicating strong brand recognition and customer trust in its performance and product quality [5][7]. Group 2: Competitive Advantages - The company operates in 132 major cities across 30 provinces, ensuring risk diversification and revenue certainty, which is crucial during periods of market instability [7]. - Greentown Management's brand trust is exemplified by its selection as the contractor for the Wuhan Guihu Cloud Cuit project, demonstrating its ability to meet the core needs of revitalizing distressed properties [8][9]. - The company has established a three-dimensional business matrix encompassing government, commercial, and financial construction, which enhances its resilience against market fluctuations [11][12]. Group 3: Efficiency and Operational Strategy - Greentown Management has developed a "Seven Dragon Pearl" capability system to enhance efficiency across various operational dimensions, addressing the challenges posed by declining management fees [15][16]. - The company reported a 45% year-on-year increase in operating cash flow for the first half of 2025, attributed to systematic control measures and digital transformation efforts [18]. - The successful execution of the Wuhan Guihu Cloud Cuit project serves as a case study for the company's operational efficiency, showcasing its ability to reduce costs while enhancing project value [16][18]. Group 4: Industry Impact and Future Outlook - Greentown Management has received over 30 industry top honors and has published the first comprehensive evaluation standard for construction companies, contributing to the establishment of quality benchmarks in the industry [20][22]. - The company's approach of combining scale, diversity, and efficiency is setting a new standard for high-quality development in the construction industry, reflecting a long-term commitment to excellence [22].

Core Insights - The company showcased its core competitiveness through the successful management of the Guihu Yun Cui project, which was taken over by China Great Wall Asset Management after the previous developer faced financial issues [1] - The project achieved a cumulative sales rate of 65% since its launch in December 2024, with subsequent price increases for new offerings, indicating strong market acceptance [1] - The company reported a 19% year-on-year increase in new contract value for the first half of 2025, reaching 5 billion, suggesting a positive trend in business expansion [2] Financial Performance - The company's revenue for 2024 is projected at 3.44 billion, with expectations of narrowing the gap between revenue and new contract value due to improved project quality and reduced project sizes [2] - Operating cash flow for the first half of 2025 showed a significant improvement, with a ratio of 44% to net profit compared to 15% in the same period last year, indicating better cash management [2] - The company has actively repurchased shares, totaling 1,000 shares or 0.5% of total equity, and the CEO increased his stake by purchasing 500,000 shares, reflecting a strong commitment to shareholder returns [2] Profit Forecast and Valuation - The profit forecasts for 2025 and 2026 remain unchanged, with a target price set at 3.2 HKD, corresponding to a 12x price-to-earnings ratio for 2025 and an expected dividend yield of 8% [2] - The company is currently trading at a 11.6x price-to-earnings ratio for 2025, with an expected dividend yield of 8.7%, indicating potential upside [2]

Group 1 - The core point of the news is that Ocean Construction Management has successfully won the bid for the Yanuo Street Innovative Functional Area project in Guiyang, providing project planning, product sales, and backend management services [1][3] Group 2 - The project is located in the core area of Guiyang's Yunyan District, adjacent to the provincial government, with rich educational resources and comprehensive medical and commercial facilities [3] - The total construction area of the project is 253,800 square meters, including residential, office, apartment, and commercial complex sectors. The sales area for the residential and commercial parts is approximately 22,309 square meters [3] - Since entering the Guiyang market, Ocean has successfully developed several projects, including Ocean Landscape, Ocean Wanhe Shijia, and Ocean Guanshan Tianbo, accumulating rich local market experience [3] - In the China Real Estate Construction Enterprise Ranking published by the China Index Academy for January to September 2025, Ocean Construction Management ranked 8th in the "New Contract Scale Ranking" and 12th in the "Construction Sales Scale Ranking," indicating recognition of its sales management expertise [3]

Core Insights - The article discusses the current trends and dynamics in the Chinese real estate market, highlighting the concentration of market share among top construction companies and the unique pricing behaviors in the secondary housing market [5][7]. Group 1: Market Trends - As of the first three quarters of 2025, the top five construction companies accounted for 49% of the market share, indicating a high level of concentration in the industry, making it difficult for smaller firms to compete [5]. - In September, Shanghai's first-hand housing transactions increased by 4.9% month-on-month, which boosted the activity in the secondary housing market, leading to a "price drop to stimulate sales, stable prices through transactions" pattern [7]. - The new housing transaction volume is expected to remain low, with a potential for further year-on-year declines due to a high base from the previous year [8]. Group 2: Land Transactions - On October 15, 2025, Dajia Real Estate won a land bid in Hangzhou's Pu Yang area with a 20% premium, marking a significant land transaction in the area after a year [9]. - In the week of October 6-12, 2025, land supply and demand continued to decline, with a monitored supply of 2.84 million square meters, down 23% week-on-week, and a transaction area of 3.04 million square meters, down 18% [12]. - The average premium rate for land transactions fell to 1.12%, the lowest since the second half of 2025, reflecting a subdued market environment [12]. Group 3: Policy Developments - The Ministry of Housing and Urban-Rural Development is advancing the implementation of tasks from the Central City Work Conference, focusing on high-quality urban development and the construction of "good houses" [13]. - Local governments, such as Nanjing and Shaoxing, have increased housing provident fund loan limits, while Chengdu is promoting high-quality housing development by raising the projection area limit for balconies and bay windows from 20% to 30% [13].

Group 1: New Project Signings - In September 2025, several construction management companies secured new project contracts, including Green City Management winning multiple residential projects in Hangzhou and Wenzhou [1] - Runze Management won a significant affordable housing project in Dongguan, with a total construction area of approximately 84,500 square meters [1] - Jin Di Group's Zhejiang region signed contracts for various residential projects, including a low-density residential area in Hangzhou with a construction area of about 24,800 square meters [1] Group 2: Major Events - He Sheng Chuang Zhan reported a total contract sales area of approximately 47,591 square meters and a sales amount of about RMB 4.236 billion for the first eight months of 2025 [2] Group 3: Market Analysis - In September, residential properties accounted for 85% of the bidding information in the public market, with Zhejiang province being the leading area for project announcements, representing 54% of the total [6][8] - 95% of the projects were won by real estate development companies, with residential properties making up 70% of the winning bids [8] Group 4: Land Acquisition Trends - There has been an increase in land acquisition willingness among private real estate companies, with their share of land acquisition amounting to 13.4% among the top 100 companies from January to September 2025, a rise of 5.6 percentage points compared to 2024 [11] - Some small and medium-sized private companies are becoming important clients for construction management firms, providing new growth opportunities [11]

Core Insights - The report from the China Index Academy indicates a significant decline in land acquisition by local state-owned enterprises, while private real estate companies have shown an increased willingness to acquire land. In the first nine months of 2025, private enterprises accounted for 13.4% of the land acquisition amount among the top 100 companies, an increase of 5.6 percentage points compared to 2024 [1] Group 1: Land Acquisition Trends - There has been a notable decrease in land acquisition by local state-owned enterprises this year [1] - Private real estate companies are increasingly willing to acquire land, providing new opportunities for construction companies [1] - Some small and medium-sized private enterprises are becoming important clients for construction projects, enhancing their land acquisition intentions [1] Group 2: Project Developments - In September 2025, several typical construction companies secured new project contracts, including Green City Management and Run Di Management, which won multiple bids for residential and public housing projects [4] - The total contract sales area for He Sheng Chuang Zhan in the first eight months of 2025 reached approximately 47,591 square meters, with a sales amount of about RMB 4.236 billion [5] - Jin Di Management released an upgraded version of its "Client Service White Paper," focusing on enhancing service capabilities [6] Group 3: Market Dynamics - In September, residential properties accounted for 85% of the bidding information, with Zhejiang province being the leading area for project announcements, representing 54% of the total [8] - 95% of the projects were won by real estate development companies, with residential properties making up 70% of the winning bids [9]