The net profit of more than 70 % of the real estate company declines?What should I think of the future of the real estate industry?

By the time of the annual interim season, compared with the major real estate companies in the past year, the major real estate companies are scrambling to report good news. This intermolecular season is quite unfriendly for real estate companies. In the face of the dilemma of the company, many people want to ask what the future of the real estate industry should think?

1. The net profit of more than 70 % of real estate companies decline?

According to the Securities Daily, after excluding listed real estate companies that failed to release mid -2022 performance as scheduled, according to Leju Finance statistics, among the 169 listed real estate companies, 129 net profit attributable to mothers decreased year -on -year, accounting for 76.3%; According to profit or not, 55 housing companies lost money, and the total loss exceeded 59.5 billion yuan.

Judging from the statistics of Leju Finance, the losses of 15 housing companies have reached more than 1 billion yuan. In addition to R & F Real Estate and Jianye Real Estate, 8 real estate companies including Blue Light Development, Sunshine City, and Zhengrong Real Estate are 2 billion yuan Between Yuan and 5 billion yuan; from the perspective of the changes in the net interest rate of home returns, more than 70%of the real estate companies decreased year -on -year, and 84 real estate companies with a decrease of more than 50%year -on -year.

The list of losses was the top of R & F Real Estate, with a loss of 6.92 billion yuan in the first half of the year; Jianye Real Estate followed closely and handed over a transcript of 5.6 billion yuan. During the same period, there were also many members of the TOP15 of the TOP15 of the TOP15 of the "profit -making loss" results; In the single, China's overseas development, Vanke, Poly Development, China Resources Land and Longhu Group are the top five.

"The gross profit margin level of listed companies in the real estate industry has dropped to a low of 20%. The net interest rate level has gradually moved closer to the manufacturing industry. The profit scale has been affected by the downward of the market to the low point in recent years. The era of high investment and high return has ended." Liu Shui, the person in charge of the research department of the Enterprise Division, told a reporter from the Securities Daily that the industry has entered an era of low profits. After the industry risks are cleared, the market will enter the recovery cycle, and the gross profit margin level of listed real estate companies may still rise.

2. What should I think of the future of the real estate industry?

We see the release of the large -scale performance of various real estate companies in the real estate enterprises. Many people want to know how we can see the market logic of the development of these companies in the development process of the market. Where is the development space?

First of all, from the perspective of the development of the entire market, the current market development pressure that the current companies are actually facing are very huge. The core reason is that the current market development. The real estate company actually faces the very strong entire market. On the one hand, market competitiveness is not as vigorous as before the market. There are still many wait -and -see moods in the market. Therefore, under such circumstances, the current companies are actually facing fierce market competition pressure. On the other hand, the overall market price of the current real estate is actually relatively high, and the market dewlocating space left by real estate companies is relatively limited. The end result is that the entire real estate market is actually facing relatively large market competition pressure. The cost of the capital chain faced by real estate companies is relatively high. This is the biggest problem in the current real estate market.

Secondly, from the perspective of short -term market development, the market pressure faced by each real estate company is very huge, and the development cost of the market that needs to be paid is relatively high. Jiaotong may be the most needed now. How to develop the market is the most important thing to consider each real estate company. After all, survival may be more important than anything. It dropped to 20%. Above this low -level operation, in fact, for each real estate company, what needs to be done is actually trying to stabilize its own capital chain, so that your delivery can be proceeded steadily. The most difficult stage at present can develop better.

Third, from the perspective of long -term market development, the current real estate market will definitely have a polarized pattern. Only real estate companies that can really survive can have a good performance in the process of development. Therefore, for the current real estate market, we still maintain a short -term, relatively difficult, and in the middle and long term, it is still a more optimistic development logic. For the current real estate companies, how to find a stable development direction in the short -term market difficulties and find their own determination may be what real estate companies need to do most. This is actually more difficult for every real estate company. However, as long as you have survived the current stage, the development of subsequent real estate companies is worth looking forward to.

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