The Sino-Singapore Jingwei client (July 1st) (Zhang Meng) has passed half of 2020, and the People's Court Announcement Network shows that as of June 30, the number of bankruptcies of housing companies has reached 228.
New latitude and longitude in the data map
228 housing companies went bankrupt in half a year
According to public information, 177 and 235 housing companies went bankrupt respectively in the first half of 2018-2019. The People's Court Announcement Network shows that as of June 30 this year, the number of bankruptcies of housing companies has reached 228.
Wang Xiaoqian, an analyst at Zhuge's data search center, said that the concentration of housing companies is gradually increasing. Most of the bankrupt housing companies this year are small and medium-sized housing companies in third- and fourth-tier cities, and their ability to withstand risks under the impact of the epidemic is weak.
In an interview with the Sino-Singapore Jingwei client, Yan Yuejin, Research Director of the Think Tank Center of E-House Research Institute, pointed out that in terms of market development, it is normal for some enterprises to go bankrupt. Some small and medium-sized housing companies will face bankruptcy due to increased debt pressure. At the same time, some bankrupt enterprises are related to their own business choices. After the development of some small and medium-sized housing enterprises, they will no longer expand. At this time, they will also be handled through bankruptcy.
Yan Yuejin added that in the past two years, all kinds of small and medium-sized housing companies have been actively listed for financing, and some small and medium-sized housing companies also have many opportunities for transformation, including the current transformation of old residential areas. Through the cooperation with large-scale housing companies, some land developments also have a positive significance. , Can promote the growth of small and medium-sized housing companies.
Xie Yifeng, president of the China Urban Real Estate Research Institute, pointed out that the signal of a new round of "shuffling" of small and medium-sized housing companies has become very obvious, and competition among housing companies will become more intense. Small and medium-sized housing companies should control their own debt, leverage, rhythm and speed of land acquisition.
Zhang Dawei, the chief analyst of Centaline Real Estate, believes that compared with the number of 100,000 housing companies, 228 housing companies went bankrupt in half a year without fear, and these bankrupt companies are not mainstream housing companies.
Zhang Dawei pointed out that in the second quarter, the mainland financing publicly issued by housing companies exceeded 50 billion per month, and showed a trend of decreasing interest rates and increasing numbers. Most housing companies are accelerating reserve funds in response to future market changes. Recently, housing companies have clearly paid more attention to the safety of the capital chain, and the real estate market has come out of the most difficult period of capital.
The new latitude and longitude in the data picture Zhang Meng
The property market is picking up, and real estate companies record a record
According to the National Bureau of Statistics, from January to May, the housing construction area of real estate development enterprises was 7.628628 million square meters, a year-on-year increase of 2.3%.
According to the statistics of the Central Plains Real Estate Research Center, as of June 29, the transaction volume in the multi-city land market continued to rise, and for the first time in 50 cities, there were 4 cities with 100 billion land for sale. Beijing, Hangzhou, Shanghai, and Guangzhou all broke through 100 billion yuan, and 50 cities sold a total of 2.18 trillion yuan, up 11.6% year-on-year. 36 cities sold more than 20 billion yuan. 58 cities exceeded 10 billion and set new historical records.
58 Anju House Property Research Institute believes that some cities have given some relaxation in land policies, including the reduction in the level of payment and reserve requirements, which has increased the willingness of housing companies to take land to a certain extent; The rapid recovery of the urban trading market is related to the fact that real estate companies will be more active in the land market while obtaining pre-sale funds quickly.
Wang Xiaoqian analyzed that with the rebound of the land in the first half of the year, the land market in the third quarter should stabilize. In the second half of the year, as the negative impact of the epidemic gradually subsided, the market backlog of demand was gradually released. The overall transaction volume in the second half of the year may be higher than in the first half of the year, and prices remain steady and rising.
Yan Yuejin said that the current external environment for housing companies is actively improving, and housing companies' investment confidence has gradually increased. But there are also many uncertainties. Especially the recent recovery, it is difficult to say that market demand is rebounding on a large scale, it may be the release of some of the past backlog of concentrated demand, so based on such judgments, housing companies also need to guard against the risk of market cooling.
Experts: Talents or control windows of the property market
Statistics from the Central Plains Real Estate Research Center show that in the first half of the year, Chaobai City issued various talent policies to attract talent and labor. Complementing the talent policy is that the subsidy policies for home purchases have blown up everywhere, and the implementation of the "zero threshold" settlement policy has begun directly in many places.
Zhang Dawei analyzed that talents may become the control window for the property market. In 2019, more than 170 cities across the country issued talent policies of different strengths, attracting talents to become the main policy content of urban competition. It is expected that the blowout will continue in 2020.
Xie Yifeng expects that the volume and price of the real estate market will rise in the third quarter. As more cities follow up the talent introduction policy, the household registration system will be continuously liberalized, or more market demand will be stimulated.
In Yan Yuejin's view, the follow-up housing market regulation policy will be relatively loose. As the pace of resumption of work accelerates, if the market demand is not actively released, the market will be more passive.
Wang Xiaoqian believes that the keynote of the central government's regulation of the real estate market is still "no housing, no speculation", and it is expected that the real estate market policy will continue to develop on the supply side in the second half of the year, such as reducing pre-sale conditions and increasing credit support. Under the condition that the development and operation indicators can be repaired by themselves, the probability of issuing demand-side stimulus policies is small. (China-Singapore Jingwei APP)
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