Today, the performance of individual real estate stocks in the market is eye-catching, and the growth of multiple sub sectors of real estate services and real estate development ranks among the top, with more than 10 real estate development stocks rising by the daily limit. This round of leading stocks Tianjin Tianbao Infrastructure Co.Ltd(000965) has been 6-board, and Yango Group Co.Ltd(000671) is also 5-board limit, showing the board effectP align = “center” figure top 10 real estate development growth today (source: Hithink Royalflush Information Network Co.Ltd(300033) )
Previously, several real estate enterprises issued announcements to suspend the release of 2021 financial reports. Or to ease the pressure on the real estate industry, the Ministry of Finance issued a press release on its website on March 16, making it clear that it does not have the conditions to expand the pilot cities of real estate tax reform this year.
In March, Zhengzhou, Jimo District of Qingdao, Huadu District of Guangzhou and other popular cities and regions once again offered fine regulation and control actions to reduce the threshold of purchase and sale restrictions.
According to the interview by the reporter of red weekly, despite the promotion of supporting the market by policies, the sales performance of different cities still shows the polarization of the current real estate market. The “little sunny spring” of the property market has not been widely illuminated, and the trading volume of some sectors in first tier cities is active, while some non first tier cities have little expectation of a rapid recovery of the property market.
first tier cities local property market recovery
head real estate enterprises took the lead in benefiting
The data of China Index Research Institute and other institutions also show that from January to February 2022, the top 20 enterprises with real estate sales performance in Shanghai sold 103.7 billion yuan in total, up 48.97% year-on-year; The turnover of the local second-hand housing market in February was about 49.3 billion yuan, a new high in the same period in recent five years. From January to February this year, the online signing area of commercial housing in Guangzhou was about 1.62 million square meters, and the transaction amount was about 54.5 billion yuan. Although the transaction data decreased compared with the same period last year, the extended time axis still ranked second in recent five years. In February, the transaction volume of commercial housing in the Tenth District of Hangzhou was 358700 square meters, the lowest in nearly 23 months, down 53% month on month.
The “restless” of real estate enterprises benefits from the “restless” of the real estate market. The reporter of red weekly combed the institutional data and found that among the real estate enterprises with equity sales ranking in the top 10 camp from January to February this year, seven real estate enterprises accounted for more than 10% of the equity sales in the four first tier cities of Beijing, Shanghai, Guangzhou and Shenzhen. Among them, Cr land and Gemdale Corporation(600383) achieved equity sales of 5.753 billion yuan and 4.128 billion yuan in first tier cities, accounting for 33.74% and 28.12% of their total equity sales.
At the same time, the sales performance of head real estate enterprises may also improve. Taking Shanghai as an example, the reporter of red weekly combed the institutional statistics and found that from January to February this year, there were eight real estate enterprises with equity sales exceeding 3 billion yuan in Shanghai. Among them, Dahua Group achieved equity sales of 4.853 billion yuan in Shanghai, and the sales in Shanghai alone accounted for 100% of its total equity sales in the previous February.
” live to the future” is still the mainstream
previous February, 70% of the top 100 real estate enterprises did not take land
Under the traditional “gold, silver and four” effect, has the real estate warmed up? Huang Tao, general manager of Guangdong Zhongyuan Real Estate Project Department, said, “as far as Zhongyuan Real estate is concerned, at present, we do not take the posture of large-scale attack, but pursue the concept of breakeven profit. We have confidence in the future, but it is useless to shout slogans. You must live to the future first.”
In addition, according to the statistics of the organization combed by the reporter of red weekly, in the camp of real estate enterprises with the top 30 new value scale from January to February 2021, half of the real estate enterprises have not expanded their reserves this year. Among them, country garden, which ranked the top 4 with a new value of 49.54 billion yuan in the first two months of last year, fell to 6.04 billion yuan in the same period of this year, ranking the top 19.
In addition, Hengli Group, Baolong real estate, Dexin real estate, Greenland Holdings Corporation Limited(600606) , hellenberg, Wanda Group, Risesun Real Estate Development Co.Ltd(002146) , excellence group, Zhongjun group, power construction real estate, Bright Real Estate Group Co.Limited(600708) , GANGLONG China and other 15 typical real estate enterprises added more than 10 billion yuan in the first two months of 2021, while the new value in the same period of this year was zero.
Combing the reasons behind it is not difficult to find that this year, in addition to the slowdown in the market momentum of centralized land supply led by Beijing, “inability to get land” has become an important factor in the sluggish expansion and storage of real estate enterprises.
At the same time, different from lengthening the management radius in the early expansion stage of real estate enterprises, real estate enterprises have generally entered the stage of intensive adjustment of organizational structure since January this year, focusing on cost reduction and efficiency improvement. For example, country garden reduced the original 106 areas to 65; Shimao Group takes over some functions and powers such as investment, audit and procurement to the group, and strengthens the control of the front line; Jianye group will adjust the current five-level management mechanism to three-level management, and half of the employees of the group headquarters may return to the front line of “more value creation”.
