Top 100 real estate companies have a total of 802.4 billion yuan in investment in the first seven months of real estate companies.

Reporter Wang Lixin

From August, the second batch of cities' second batch of concentrations have ended. According to the statistics of the China Independence Research Institute, from January to July 2022, the total funds for TOP100 real estate companies were 802.4 billion yuan, and the investment scale decreased by 55.6%year -on -year.

"This year's overall land supply scale is lower than last year, resulting in a narrowing scale of transactions." Wang Xiaoyu, chief analyst of Zhuge Housing Data Research Center, said to the Securities Daily reporter.

From the perspective of new goods, Poly Development, China Merchants Shekou and Binjiang Group occupy the top three lists. In the first seven months of this year, Poly Development occupied the list with a cumulative new value value of 157.1 billion yuan; the China Merchants Shekou and Binjiang Group followed closely, and the cumulative value of new goods value was 109.3 billion yuan and 91.1 billion yuan, respectively.

From the perspective of the amount of land acquisition, in the first seven months of this year, China Resources Land, Poly Development, and Binjiang Group occupied the top three rankings, and the amount of equity land acquisition was 47.9 billion yuan, 46.4 billion yuan, and 39.2 billion yuan. From the perspective of the area of ​​land acquisition, Poly Development, China Resources Land, and China Railway Construction are the leading rankings. The land acquisition area is 3.06 million square meters, 2.92 million square meters, and 2.9 million square meters.

"Affected by the real estate market and expectations, the land market has cool down significantly, and most of the housing enterprises have a low premium rate of land acquisition. Only individual enterprises have a high premium rate, and the scale of land acquisition in these companies is generally small." Liu Shui, the person in charge of the research department of the enterprise and business department of the hospital, told a reporter from the Securities Daily that the central enterprises and some local state -owned enterprises were actively obtaining land. Increase land reserves.

In this regard, the middle finger research institute pointed out that the phenomenon of the distribution of housing enterprises has become more and more obvious. State -owned enterprises, central enterprises and local urban investment enterprises are still the main force of land acquisition, such as China Resources Land, Poly Development, Huafa Co., Ltd. and other companies in hot cities. Obviously and harvested, at the same time, private companies such as Longhu Group and Xincheng Holdings have also gained in hot cities.

"From the perspective of the concentrated land supply transaction data of the second batch, the premium rate of multiple cities has shown a steady rise, and the confidence of housing companies has gradually recovered." Wang Xiaoyu said that it is expected that the mood of housing companies in the third quarter will continue to rise steadily. But it will not show a significant rise. In addition, with the repeated emphasis on the stable development of the market, the confidence of private real estate companies will gradually recover.

In this regard, Liu Shui said that the current decline in real estate companies has narrowed for two consecutive months, and it may continue to narrow in the future. It is expected that the mood of housing companies in the second half of the year may rise. However, Liu Shui believes that the current market is still in depth adjustment, and the financing environment of private housing companies has no substantial improvement. Considering that the market risk of this round of market has not been fully clear and the "three red lines" are affected. A more cautious investment attitude, effectively control the scale of inventory, reduce expenditure, ensure stable cash flow, and promote the long -term stable development of enterprises.

It is worth noting that the scale of land acquisition investment determines the future market share, and what will the current top 100 housing companies' investment in the investment will have on the future market share?

Liu Shui said that first, due to the significant reduction in the scale of real estate companies, most enterprises in the future sales scale increased space; second, some companies that expand land reserves in the trend may be eaten after the market recovers. Some state -owned enterprises, state -owned enterprises, and private enterprises with good liquidity are expected to further increase the market share of these enterprises; the third is that the number of waist companies decreases, affected by liquidity issues of 50 billion yuan to 100 billion yuan, and the number will be significantly reduced.

- END -