核心内容 1、百强房企7月实现销售操盘金额2111.6亿元 2、7月拿地金额环比降、同比增，整体好于去年平均水平 3、单月总量再创年内新高华润连续两个月融资超百亿 4、万科、华润、金地全层级变阵，开启2.5级组织管控 ◎ 文 / CRIC研究中心 0 1 合约销售 百强房企7月实现销售操盘金额2111 . 6亿元 | 企业简称 | 2025年1-7月累计 | 點計 | 2025年7月单月金 | 单月 | 单月 | | --- | --- | --- | --- | --- | --- | | | 金额(亿元) | 同比 | 额(亿元) | 同比 | 环保 | | 保利发展 | 1632.0 | -17.8% | 180.3 | -28.8% | -37.9% | | 七星座出 | 1319.5 | -18.3% | 118.0 | -10. 6% | -60.3% | | 中国国际 | 1236.0 | -11.8% | 133.0 | -14. 2% | -43.3% | | 招商蛇口 | 1045.2 | -10. 5% | 156.3 | -1. 5% | -28.1% | | 家城中国 | 857.0 ...

智通财经APP获悉，克而瑞地产发文称，7月在上海、深圳、苏州等热点城市带动下，土地市场呈现点 状高热的特征，核心城市优质地块地价屡创新高。在优质地块的加持下，头部的企业拿地意愿正在修 复。2025年7月30家企业拿地总金额529亿，环比下降16%，但同比增长超过五成。与去年月均投资相比 增长5%。克而瑞预计，2025年下半年有望迎来更多"断供优质板块"的宅地入市，各地也有望持续迎来 更多高热优质地块的成交。 土地成交规模季节性回落 但热度"点状升温" 截至7月25日，全国商住办类用地招拍挂成交建面4194万平方米，迎来季节性环比回落，建筑面积和金 额分别环比下降13%和18%。各能级成交金额发展速度均优于成交建面，呈现缩量提质特征。 7月平均溢价率9.9%，为2025年二季度以来月度新高，主要是下半月两周接连出让了多宗优质宅地，深 圳、上海、苏州等城市均在月内刷新了各地的城市楼板价新纪录。在核心城市带动下，土地市场短期出 现"点状高热"的走势。 截止7月末，新增土储货值百强门槛值为27.6亿元，同比下降10%，降幅较6月末扩大5个百分点;新增总 价百强门槛值为13亿元，同比提升16%，新增建面百强门槛值为28 ...

Core Viewpoint - The land market is experiencing a seasonal decline in transaction volume, but the quality of land supply is improving, with more premium residential land expected to enter the market in the second half of 2025 due to urban renewal initiatives and optimized supply-side management [1][3][8]. Supply and Demand - As of July 25, 2025, the land supply area reached 61.81 million square meters, a year-on-year decrease of 17%, while the transaction area was 41.94 million square meters, also down 15% year-on-year [4][10]. - The average premium rate for land transactions in July was 9.9%, marking a new high since April 2025, with first-tier cities seeing a significant increase of 25.7% [5][15]. Market Heat - The average premium rate in July reached 9.9%, the highest since the second quarter of 2025, with first-tier cities experiencing a notable rise [5][15]. - In July, several high-quality residential land parcels were sold at over 20% premium rates, with cities like Shanghai and Shenzhen setting new price records [15][25]. Distribution - Transaction areas across different city tiers saw a year-on-year decline, with first-tier cities down 44%, second-tier cities down 27%, and third and fourth-tier cities down 11% [6]. - The transaction amount for first-tier cities increased by 24% year-on-year, while second-tier and third and fourth-tier cities saw declines of 14% and 1%, respectively [6]. Future Outlook - The central government has emphasized urban renewal and optimizing urban spatial structures, which is expected to lead to more high-quality land supply in the second half of 2025 [8][17]. - Core cities with significant population influx and higher economic development levels are anticipated to become key points for market recovery [8][17]. Key Land Parcels - In July, eight land parcels sold for over 50 million yuan per square meter, primarily in Shanghai and Shenzhen, indicating a rise in high-priced land transactions [23][24]. - The highest-priced land parcel was in Shanghai's Xuhui District, sold for 200,257 yuan per square meter, setting a national record [27][29].