7月31日，1—7月百强房企销售业绩排行榜出炉。 1—7月，1000亿元以上阵营房企有5家，较去年同期减少1家，销售额均值为1320.1亿元。第二阵营 （500亿—1000亿元）以上企业6家，与上年持平，销售额均值674.1亿元。第三阵营（300亿—500亿 元）企业4家，较去年同期减少1家，销售额均值371.8亿元。第四阵营（100亿—300亿元以下）企业34 家，与上年持平，销售额均值161.8亿元。 7月单月，百强房企销售额同比下降18.2%，建发、中国金茂、滨江集团、中建壹品等房企销售表现较 为强劲。 房地产市场仍处于波动调整中 中指研究院的数据还显示，截至7月30日，沪深上市房企中约62家发布2025年半年度业绩预告，其中17 家房企为预增或扭亏，11家首亏，28家续亏，6家预减。 中指研究院指出，根据沪深上市公司业绩预告，2025年半年度业绩出现亏损的主要原因包括： 中指研究院的数据显示，1—7月，百强房企销售额同比下降13.3%，降幅较1—6月略有扩大。其中，保 利发展以1632亿元排名第一，绿城中国以1368亿元位居第二，中海地产以1319.5亿元位居第三。 同时，截至7月30日，沪深上市房企 ...

Core Viewpoint - The real estate market is experiencing a significant downturn, with a 13.3% year-on-year decline in sales for the top 100 real estate companies from January to July 2023, indicating a worsening trend compared to the previous months [1][5]. Group 1: Sales Performance - From January to July 2023, the total sales of the top 100 real estate companies amounted to 20,730.1 billion, reflecting a 13.3% decrease year-on-year, with the decline rate expanding by 1.5 percentage points compared to the first half of the year [5]. - The average sales for the top 10 companies was 1,010.3 billion, down 13.6% year-on-year, while the second tier (ranked 11-30) saw an average of 256.3 billion, down 15.2% [5]. - In July alone, the sales of the top 100 companies dropped by 18.2% year-on-year, with companies like Jianfa, China Jinmao, and Binjiang Group showing relatively strong sales performance [6]. Group 2: Market Outlook - The real estate market is still in a phase of volatility and adjustment, with a continuation of city-specific trends, suggesting that "good cities + good properties" present structural opportunities [3][7]. - As of July 30, approximately 62 listed real estate companies in Shanghai and Shenzhen released their half-year performance forecasts for 2025, with 17 companies expecting to increase profits or turn losses into profits [2][8]. Group 3: Financial Challenges - The main reasons for the expected losses in the 2025 half-year performance include a significant decrease in the scale of real estate project settlements, low gross margins due to various factors such as sales strategies and project costs [9]. - Increased asset impairment provisions due to heightened business risk exposure and lower transaction prices for major asset and equity trades compared to book values are also contributing factors [10][11]. - Rising interest expenses on debt and potential losses from overdue debts and asset liquidation are further financial challenges faced by the industry [12].

6月30日，百强房企销售业绩排行榜出炉。 从企业排名来看，保利发展、绿城中国、中海地产位居前三。 克而瑞研究中心的数据显示，百强房企6月实现销售操盘金额3389.6亿元，环比增长14.7%。其中，近六成百强 房企单月销售业绩环比增长。 业内人士预计，7月，新房成交绝对量或将延续低位波动，同比降幅仍有进一步收窄的可能。下半年城市分化 行情仍将延续，市场全面止跌回稳仍需政策进一步发力。 6月销售业绩环比增长1 4 . 7% 克而瑞研究中心的数据显示，6月，TOP100房企实现单月销售操盘金额3389.6亿元，环比增长14.7%。近六成 百强房企单月销售业绩环比增长，其中28家企业单月销售业绩环比增幅大于30%，如中海地产、华润置地、招 商蛇口、中国金茂、越秀地产、中国铁建、绿地控股等房企表现较好，单月销售业绩环比提升。 从上半年累计来看，中指研究院的数据显示，1—6月，TOP100房企销售总额为18364.1亿元，同比下降 11.8%，降幅较1—5月扩大1个百分点。其中，销售总额超千亿房企有4家，较去年同期减少2家；百亿房企有 46家，较去年同期增加2家。 责编：刘珺宇 校对： 刘榕枝 百万用户都在看 美联储，突 ...

Core Insights - The top three real estate companies in sales performance for June are Poly Developments, Greentown China, and China Overseas Land & Investment [2][3] - The total sales amount for the top 100 real estate companies in June reached 338.96 billion yuan, representing a month-on-month increase of 14.7% [3] - Nearly 60% of the top 100 companies experienced month-on-month sales growth, with 28 companies showing an increase greater than 30% [3] Sales Performance - In the first half of the year, the total sales for the top 100 real estate companies amounted to 1,836.41 billion yuan, reflecting a year-on-year decline of 11.8% [3] - Four companies exceeded 100 billion yuan in sales, a decrease of two compared to the same period last year [3] - The sales contribution from second-tier cities accounted for 47.8% of the total sales of 20 representative companies, while first-tier cities' contribution increased by 9 percentage points to 40% [3] Market Trends - The real estate market is expected to continue its weak recovery trend, with new home transaction volumes likely to remain low but with a potential narrowing of year-on-year declines [5][6] - The government is anticipated to implement measures to stimulate housing demand, including urban village renovations and improving the financial conditions of real estate companies [5][6] - The market is still in a phase of adjustment, with a structural opportunity in "good cities + good properties" [6]