China News Agency, Beijing, January 3 (Reporter Pang Wuji) Tao Shuru, research director of the Enterprise Business Department of the China Finger Research Institute, said at a real estate situation analysis meeting on the 3rd that in 2022, the competitive landscape of Chinese real estate companies will undergo major changes.
There were 20 real estate companies with sales exceeding 100 billion yuan (RMB, the same below) that year, a decrease of 21 compared with the same period last year, and the number decreased by more than half.
According to statistics from the China Finger Research Institute, from January to December 2022, the total sales of the 100 real estate companies with the highest sales were 7,596.85 billion yuan, a year-on-year decrease of 41.3%, and their market share was 39.3%, a decrease of 12.3 percentage points from the previous year.
Industry concentration has declined.
The competitive landscape of real estate companies has also undergone major changes.
In 2022, there are 20 real estate companies with sales exceeding 100 billion yuan (“100 billion real estate companies”), 21 fewer than the same period last year; 130 real estate companies with sales exceeding 10 billion yuan (“10 billion real estate companies”), compared with A decrease of 28 in the same period last year.
According to the agency's statistics, the top five real estate companies in terms of sales performance last year were Country Garden, Poly Development, Vanke, China Resources Land and Greentown China.
Except for Country Garden and Vanke, which still rank among the top three, the sales rankings of the other companies have undergone major changes.
It is worth noting that the sales performance of key real estate companies in 2022 will mainly be contributed by first- and second-tier cities.
According to the middle index data, in 2022, the total performance contribution of the 50 "tens of billions of real estate companies" in first- and second-tier cities will account for 81.3%, an increase of 3.4 percentage points from 2021. Among them, the sales of first-tier cities will increase by 6.9% compared with the previous year. The percentage point to 26.3%, the market demand support is strong; due to factors such as repeated epidemics, high base effect or project suspension, the market transactions in some second-tier cities have dropped sharply, and the proportion of sales in second-tier cities has declined, but the sales contribution still reaches 55%.
The investment focus of real estate companies has also shifted to first- and second-tier cities.
In 2022, on behalf of enterprises to quickly switch positions in first- and second-tier cities, the total amount of land acquired by 50 "tens of billions of real estate companies" in first- and second-tier cities accounted for 91.3%, an increase of 20.2 percentage points compared with 2021. Among them, land acquisitions in first-tier cities The amount accounted for increased by 23.8 percentage points from the previous year to 40.4%, and the investment intensity has surged.
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