The data shows that in 20 17, the sales area of commercial housing in China exceeded1600 million square meters for the first time, reaching 169408 square meters, an increase of 7.7% over the previous year; The sales of commercial housing also exceeded 13 trillion yuan for the first time, reaching 13370 10 billion yuan, a year-on-year increase of 13.7%. Behind the record high of commercial housing sales, the top 100 real estate enterprises in China have greatly increased their sales performance with the advantages of brand, urban layout and investment ability.
Recently, various benchmark real estate enterprises have successively announced the sales performance of 20 17, and the ranking of major developers has been settled. According to the statistics of Ke Rui Research Center, by the end of 20 17, the number of real estate enterprises with sales scale exceeding 1000 billion yuan has increased to 17. Among them, the sales amount of Country Garden, Vanke and Evergrande all exceeded 500 billion yuan, ranking the top three: Country Garden completed a total sales amount of 550.065438 billion yuan, a year-on-year increase of 78%. Vanke and Evergrande achieved sales of 523.9 billion yuan, 5 1 and 3 1 billion yuan respectively, ranking second and third.
In addition to the three leading housing enterprises, the performance scales of Sunac, Poly, Greenland, Zhonghai, Longhu, Huaxia Happiness, China Resources, Greentown, Jindi, Xincheng, China Merchants, Xuhui, Shimao and Taihe all exceeded 100 billion yuan. So far, in 20 17 years, the number of 100 billion housing enterprises reached 17, which was more than 20 12 years ago. Among them, Longhu, Xincheng, China Merchants Shekou, Greentown, Xuhui, Shimao and Taihe are newcomers, while Dalian Wanda, which was still in the 100 billion housing enterprise club in 20 16, fell out of the 100 billion camp due to the transformation of "de-real estate".
According to the data of Kerry Research Center, the growth rate of the top 100 housing enterprises far exceeds the industry average. Xiangsheng Real Estate crowned the fastest-growing developer with a performance growth rate of over 200%. "In 20 17 years, the total sales amount of Xiangsheng reached 619.6 billion yuan. In just three years, the sales increased from/kloc-0.0 billion yuan to more than 60 billion yuan." Zhao Hongwei, president of Xiangsheng Holding Group, said.
Ding Zuyu, CEO of Yiju Enterprise Group, analyzed in the "Believe 20 18: Annual Meeting of Ding Zuyu Property Market Evaluation" that "the transaction volume of the third-tier cities and below 20 17 accounts for more than 60% of the national total sales. Therefore, the Nuggets third-and fourth-tier property market is an important topic among the top 100 real estate enterprises in 20 17. Most developers are concentrated in third-and fourth-tier cities with spillover demand in first-tier cities and third-and fourth-tier cities supported by the concept of characteristic towns. The hot transaction of the third-and fourth-tier property markets has achieved excellent performance of benchmark housing enterprises. "
"Many developers think that third-and fourth-tier cities are risky and take advantage of a round of market to' cut leeks', which is a one-sided understanding of urbanization; Some developers think that cities with high inventory have no vitality, and land prices are more expensive than house prices, so they think that house prices will rise in the future, and there is inertia in the iteration of residential products. " Chen, vice president of Xiangsheng Group, believes that developers should transform from "building a good house" to "building a good life".
Ding Zuyu said that in 20 17 years, under the policy environment of continuous regulation and control in various places, the concentration of industry share was stronger, and it moved closer to large-scale brand housing enterprises, and the living space of small and medium-sized housing enterprises became more and more limited. According to the data of Ke Rui, the top 100 housing enterprises have occupied half of the real estate market: the market concentration of the top 100 housing enterprises is as high as 55.5%, which is 10.7 percentage points higher than that of the same period of 20 16. Among them, the market concentration of the former 10 company reached 24. 1%, which was 5 percentage points higher than that of 20 16.
"It is a milestone that sales exceed 1000 billion yuan." Ding Zuyu believes that "the number of benchmark housing enterprises will be less and less in the future, but the scale of housing enterprises will be larger and larger." In order to stay on the table, the top 50 companies that are not in the 100 billion legion all propose to hit the 100 billion mark in 20 18. Stimulated by the "100 billion plan", benchmark housing enterprises are actively increasing the scale of land reserve.
Ni Jianda, Chairman and CEO of Jupai Investment Group, said in the "Sixth Workshop of Yiju Wharton" that in the real estate industry, many enterprises buy assets with existing and future capital, and then sell these assets in the future to form profits. In the future, the probability of mergers and acquisitions between 100 top real estate enterprises will continue to increase. If small and medium-sized real estate developers do not want to be acquired by large enterprises, the way out is either to integrate enterprises similar to consortia or to rely on financial enterprises, so that although they may lose the controlling stake in the company, they will not lose the right to speak in the industry.
China has a large population and needs a house.