房地产销售

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融创中国:1-9月累计实现合同销售金额约人民币317.6亿元
Cai Jing Wang· 2025-10-10 10:07
2025年9月,集团实现合同销售金额约人民币12.9亿元,合同销售面积约7.9万平方米,合同销售均价约 人民币16,330元/平方米。 截至2025年9月底,集团累计实现合同销售金额约人民币317.6亿元,累计合同销售面积约100.1万平方 米,合同销售均价约人民币31,730元/平方米。 10月10日,融创中国发布2025年9月未经审核营运数据。 ...
融创中国9月合同销售金额约12.9亿元 同比减少8.51%
Zhi Tong Cai Jing· 2025-10-10 09:49
截至2025年9月底,集团累计实现合同销售金额约人民币317.6亿元,同比减少12.87%,累计合同销售面 积约100.1万平方米,合同销售均价约31730元/平方米。 融创中国(01918)发布公告,2025年9月,集团实现合同销售金额约12.9亿元,同比减少8.51%,合同销售 面积约7.9万平方米,合同销售均价约16330元/平方米。 ...
2025年1-9月中国房地产企业新增货值TOP100排行榜
克而瑞地产研究· 2025-10-01 05:13
☉ 文/克而瑞研究中心 | | 2025年1-9月 ·中国房地产企业 | | | --- | --- | --- | | | 新增货值TOP100 | | | 排名 | 企业名称 | 新增土地货值 | | | | (亿元) | | 1 | 中海地产 | 2017. 0 | | 2 | 招商蛇口 | 1531.8 | | 3 | 绿城中国 | 1175.0 | | ব | 保利发展 | 1149.0 | | 5 | 花泡置地 | 906. 9 | | 6 | 中国金茂 | 810. 5 | | 7 | 建发房产 | 803. 6 | | 8 | 中旅投资 | 703. 2 | | 9 | 徐汇城投 | 620. 5 | | 10 | 滨江集团 | 580. 1 | | 11 | 越秀地产 | 548. 6 | | 12 | 中建智地 | 333.0 | | 13 | 象屿地产 | 292. 7 | | 14 | 保利置业 | 254.6 | | 15 | 日切壮立 | 752 0 | | IU | - IN LIV | | | --- | --- | --- | | 16 | 联发集团 | 221. 4 | | ...
光大证券:维持华润置地“买入”评级 销售均价提升明显 资产运营稳健增长
Zhi Tong Cai Jing· 2025-09-16 07:02
Core Viewpoint - Company maintains a "buy" rating for China Resources Land (01109) despite a double-digit decline in property sales due to ongoing challenges in the national real estate market [1] Sales Performance - In August 2025, the company achieved a contract sales amount of 13.2 billion yuan, a year-on-year decrease of 13.2%; the contract sales area was 539,000 square meters, down 26.7% [1] - From January to August 2025, the company recorded a contract sales amount of 136.8 billion yuan, a decline of 12.0% year-on-year, with a sales area of 5.12 million square meters, down 23.3% [1] - The average sales price increased significantly, with a signed sales average of 26,800 yuan per square meter in the first half of 2025, up 11.9% [2] Market Positioning - The company focuses on core cities, maintaining a top-three position in the industry sales ranking, with a strategy of "investing according to income" [2] - In the first half of 2025, the company made equity investments of 32.28 billion yuan and added land reserves of 1.48 million square meters, effectively supplementing quality land reserves in core cities [2] Asset Operations - The asset operation segment showed steady growth, contributing significantly to performance and stable cash flow, with revenue of 12.11 billion yuan in the first half of 2025, a year-on-year increase of 5.5% [3] - As of June 30, 2025, the total area of shopping centers was 11.85 million square meters, with 94 operational centers and a retail revenue of 110.15 billion yuan, up 20.2% [3] Financial Strength - The company maintains a cash reserve of 120.24 billion yuan and a net interest-bearing debt ratio of 39.2%, with an average financing cost of 2.79%, down 32 basis points from the end of 2024, maintaining the lowest level in the industry [4]
【龙湖集团(0960.HK)】销售持续弱势,结算压力明显,资产运营稳健——动态跟踪(何缅南)
光大证券研究· 2025-09-14 23:03
Core Viewpoint - The company is experiencing a significant decline in short-term sales, with pressure on settlement gross margins, while asset operations show steady growth [4][5]. Sales Performance - In August 2025, the company achieved a contract sales amount of 4.73 billion (equity sales amount of 3.39 billion) and a contract sales area of 414,000 square meters (equity sales area of 310,000 square meters) [4]. - From January to August 2025, the company reported a contract sales amount of 45.74 billion, a contract sales area of 3.496 million square meters, and an operating income of approximately 17.69 billion (excluding tax) [4]. - The sales amount for January to August 2025 decreased by 29.8% year-on-year, and the sales area decreased by 26.3% year-on-year, with an average sales price of 13,100 per square meter, down 4.7% year-on-year [4]. Gross Margin Analysis - In the first half of 2025, the company reported operating income of 58.75 billion, a year-on-year increase of 25.4%, but gross profit decreased by 23% to 7.42 billion, resulting in a comprehensive gross margin of 12.6%, down from 20.6% in the same period of 2024 [5]. - The real estate development settlement segment was the main drag, with segment revenue of 45.48 billion (up 34.7% year-on-year) and segment gross profit of 98 million, down from 3.19 billion in 2024, leading to a settlement gross margin of 0.2% [5]. Asset Operations - As of June 2025, the company operated 89 shopping malls (75 heavy assets and 14 light assets) with a total operating area of 12.56 million square meters and an overall occupancy rate of 96.8%, with total sales increasing by 17% [5]. - The company has opened 127,000 long-term rental apartments with an occupancy rate of 95.6% and manages approximately 2,200 property management projects covering about 400 million square meters [5]. - In the first half of 2025, the property investment segment reported revenue of 7.01 billion (up 2.5% year-on-year) with a gross margin of 77.7%, while the property service segment reported revenue of 6.26 billion with a gross margin of 30%, both remaining stable compared to 2024 [5].
【房地产】8月一线二手房成交面积同比转正,成交均价同比降幅收窄——光大核心城市房地产销售跟踪(2025年8月)(何缅南/韦勇强)
光大证券研究· 2025-09-14 00:05
Core Viewpoint - The real estate market in major cities is experiencing a decline in new home sales volume while the average price shows a slight increase, indicating a potential shift in market dynamics [4][5]. New Homes - From January to August 2025, the transaction area of new residential properties in 30 core cities decreased by 7.8% year-on-year, with a total area of 8,499 million square meters [4]. - In August 2025, the transaction area for new residential properties was 882 million square meters, down 12.5% year-on-year [4]. - The average price of new homes in 30 core cities from January to August 2025 was 24,803 yuan per square meter, reflecting a year-on-year increase of 2.8% [5]. - Key cities' average prices for new homes include Beijing at 60,771 yuan per square meter (up 14.9% year-on-year) and Shanghai at 80,985 yuan per square meter (up 4.7% year-on-year) [5]. Second-Hand Homes - In August 2025, the transaction area of second-hand residential properties in 15 core cities was 1,191 million square meters, showing a slight decline of 0.5% year-on-year [6]. - The average price of second-hand homes in 10 core cities in August 2025 was 23,348 yuan per square meter, down 1.1% year-on-year [6]. - From January to August 2025, the average price of second-hand homes in 10 core cities was 24,007 yuan per square meter, reflecting a year-on-year decrease of 0.4% [7]. - Key cities' average prices for second-hand homes include Beijing at 28,788 yuan per square meter (up 4.6% year-on-year) and Shanghai at 38,360 yuan per square meter (down 0.5% year-on-year) [7].
世茂集团前8个月累计合约销售总额约为173.16亿元
Zhi Tong Cai Jing· 2025-09-05 09:33
Core Viewpoint - Shimao Group (00813) reported a cumulative contract sales amount of approximately RMB 17.316 billion for the eight months ending August 31, 2025, with a total contract sales area of 1.4268 million square meters [1] Group Performance - The average selling price for the period ending August 31, 2025, was RMB 12,136 per square meter [1] - In August 2025, the contract sales amount was approximately RMB 1.806 billion, with a sales area of 153,100 square meters [1] - The average selling price in August 2025 was RMB 11,803 per square meter [1]
合景泰富集团8月预售额为6.11亿元,同比减少13.9%
Zhi Tong Cai Jing· 2025-09-05 08:58
Core Viewpoint - The announcement from Kaisa Group (01813) indicates a decline in pre-sale figures for the group and its joint ventures, highlighting challenges in the current market environment [1] Sales Performance - The pre-sale amount for Kaisa Group and its joint ventures and associates reached RMB 611 million in August 2025, representing a decrease of 13.9% compared to the same period last year [1] - The pre-sale gross floor area was approximately 24,800 square meters, which is a significant reduction of 41% year-on-year [1]
融创中国(01918)前8个月累计实现合同销售金额约304.7亿元 同比减少13.04%
智通财经网· 2025-09-04 10:06
Core Viewpoint - Sunac China (01918) reported a significant decline in contract sales for August 2025, indicating challenges in the real estate market [1] Group 1: Contract Sales Performance - In August 2025, the company achieved a contract sales amount of approximately RMB 5.39 billion, representing a year-on-year decrease of 26.67% [1] - The total contract sales area for the same period was about 130,000 square meters, with an average contract sales price of approximately RMB 41,460 per square meter [1] Group 2: Cumulative Sales Data - As of the end of August 2025, the company’s cumulative contract sales amount reached approximately RMB 30.47 billion, reflecting a year-on-year decrease of 13.04% [1] - The cumulative contract sales area was around 922,000 square meters, with an average contract sales price of approximately RMB 33,050 per square meter [1]
弘阳地产前8个月累计合约销售金额为35.06亿元,同比减少42.24%
Zhi Tong Cai Jing· 2025-09-04 08:59
Core Viewpoint - Hongyang Real Estate (01996) reported a significant decline in contract sales for August 2025, indicating ongoing challenges in the real estate market [1] Group 1: Sales Performance - The contract sales amount for August 2025 was RMB 299 million, representing a year-on-year decrease of 48.54% [1] - The sales area for the same month was 23,200 square meters, with an average selling price of RMB 12,853 per square meter [1] Group 2: Cumulative Sales Data - From January to August 2025, the total contract sales amounted to RMB 3.506 billion, down 42.24% year-on-year [1] - The cumulative sales area during this period was 262,100 square meters, with an average selling price of RMB 13,377 per square meter [1]