In the first five months of the fire, 40 large rea

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In the first five months, 40 large real estate enterprises received 1.2 trillion yuan, a year-on-year increase of 66%

in the first five months, 40 large real estate enterprises received 1.2 trillion yuan, a year-on-year increase of 66%

June 8, 2016

[China paint information] under the background of the continuous hot housing market in first and second tier cities, the sales performance of major real estate enterprises is also quite bright. According to CRIC data, 40 large-scale real estate enterprises, including Vanke, Evergrande, country garden and so on, had a total sales amount of 286.6 billion yuan in May, an increase of 5% month on month and 43% year-on-year; From the perspective of the cumulative sales performance of the five aspects proposed in the guide, including innovating the organization and coordination mechanism, optimizing industry management services, increasing fiscal and tax financial support, promoting the development of military civilian integration, and deepening international exchange and cooperation, 40 real estate enterprises achieved sales of 119.16 billion yuan in the first five months, an increase of 66% year-on-year

at the same time, all real estate enterprises are also unrelenting in land acquisition and investment, and the premium rate of dozens of land exceeds 100%

the sales of real estate enterprises are booming across the board

from the perspective of a single enterprise, due to the impact of urban layout and corresponding policies, the growth of enterprises has been differentiated. In May, sales increased and decreased month on month, with 20 companies respectively, but in terms of year-on-year growth, 32 of the 40 real estate enterprises achieved growth

Vanke still firmly occupies the leading position. In May, it achieved a sales area of 2.675 million square meters, and the power supply was inserted and placed privately, with a sales amount of 36.38 billion yuan. From January to May this year, Vanke's cumulative sales area was 10.826 million square meters, and the sales amount was 147.67 billion yuan, with a year-on-year increase of about 74.2%

Evergrande, which closely followed Vanke, also successfully completed sales of 100 billion yuan in May. In that month, the sales amount was 21.71 billion yuan, the sales area was 2.297 million square meters, and the average sales price was 9454 yuan/square meter. The sales amount and average sales price in May 2016 increased by 30.0% and 33.9% respectively compared with the same period in 2015. In the first five months, Evergrande has achieved a total sales amount of 110.44 billion yuan, and the cumulative sales area and average sales price are about 12.412 million square meters and 8898 yuan/square meter respectively. The cumulative contract sales amount, area and average price from January to may 2016 increased by 77.1%, 45.8% and 21.5% respectively compared with the same period in 2015

at the same time, country garden also performed quite well in May. With its sales exceeding 30billion yuan in May, country garden achieved a sales performance of 94.92 billion yuan in the first five months, and it is certain to cross the 100 billion yuan mark in the first half of the year. At the same time, the sales performance of the company in the first five months has also achieved more than half of the annual sales target. Vanke and country garden were also the only two real estate enterprises with monthly sales exceeding 30billion yuan in May

in addition, Longhu real estate also achieved a single month performance of more than 10 billion yuan for the first time in May, with a month on month increase of 57%, a year-on-year increase of 153%, and the cumulative sales performance also increased by 103% year-on-year. It is noteworthy that in May, the original book of Suzhou Longhu Shishan contributed 3.5 billion yuan to the performance of Longhu real estate. According to the prediction of shaomingxiao, CEO of Longhu real estate, Nanjing and Suzhou are expected to have sales of 4billion yuan to 5billion yuan, becoming regional dark horses, and Beijing will also reach 10billion yuan

compared with the above-mentioned real estate enterprises, the sales amount of old brand real estate enterprises such as poly real estate, Wanda commerce, China shipping, rongchuang, and China merchants all fell in May, but the range was not large. The month on month decline of Poly Real estate, which had the highest decline, also had a large friction force of only 19%. In the first five months, among the 40 real estate enterprises, except Wanda commerce, the sales amount of the other 39 real estate enterprises increased compared with the same period last year. If we take into account the ongoing transformation of Wanda, in fact, the sales performance of large real estate enterprises has all achieved success this year

in this regard, Zhang Dawei, chief analyst of Centaline real estate, pointed out that in 2016, stimulated by credit, the first and second tier real estate markets were booming, and most listed enterprises also reaped the first half of the performance explosion. In the first half of the year, real estate enterprises generally completed only 30% - 40% of the annual sales tasks, but in 2016, from the current completion of enterprises, some real estate enterprises are expected to complete 60% - 70% of the annual tasks in the first half of the year

in addition, some analysts pointed out that at present, a series of new deal polymers introduced by some hot cities are divided into three categories - thermosetting plastics, thermoplastics and elastomers (rubber), which are gradually digested by the market, and enterprises with good layout continue to develop at a high speed; On the other hand, the sales performance of real estate enterprises in May was significantly differentiated, because the supply-demand relationship in the third and fourth tier cities has not fundamentally changed, and the problem of high inventory still exists. Real estate enterprises can refer to the marketing strategies of Evergrande and country garden, actively maintain the pace of selling, and make practical preferential measures

large real estate enterprises take land actively

good sales also promote the enthusiasm of real estate enterprises in the land market

in May, the total land transaction volume of 40 real estate enterprises increased month on month, the investment in land acquisition increased significantly by 105% compared with April, and the average floor price increased by 34% month on month. On the whole, in May, real estate enterprises took a positive attitude and piled up high premium land grabbing situations frequently, with as many as 14 plots with a premium rate of more than 100%; It is normal that flour is more expensive than bread, and the floor price has exceeded 10000 yuan in as many as 14 cases

from the perspective of distribution, the plots with high total price, high premium and high unit price taken by real estate enterprises are mostly concentrated in Shanghai, Beijing, Suzhou, Hangzhou, Nanjing and other cities

at the enterprise level, Vanke, Greenland and Huaxia Xingfu ranked among the top three in terms of land acquisition area, all of which were more than 1million square meters. Real estate enterprises with more land acquisition investment were represented by China Merchants, Shimao and Vanke, which were as high as 10.2 billion yuan, 8.8 billion yuan and 8.3 billion yuan respectively

according to the announcement of Vanke, since the disclosure of the sales briefing in April 2016, Vanke has added five new projects, namely, Foshan Jinyu Tixiang project, Foshan Avenue West project, Hangzhou sea Mingyue west project, Ningbo Yinzhou core area impression Chengdong project, and Zhengzhou metropolis project. In the same period, four new logistics real estate projects were added, including Guangzhou Conghua wandun project, Nanjing Lishui logistics park project, Nanjing Jiangning Airport Logistics Park project, and Tianjin Wuqing e-commerce Park project. Compared with April, Vanke doubled the number of land acquisition in May

it is worth noting that country garden is still overweight in the layout of third and fourth tier cities. It first entered Kunming in 2016, while it has previously deployed projects in Qujing and Chuxiong, Yunnan. "Country garden is the real estate enterprise that won the most high premium plots from 2015 to April 2016. Among them, 11 lands with a premium rate of more than 100%, which greatly exceeds the total high premium plots of the enterprise in the previous three years, and these projects are located in the third and fourth tier cities." an insider pointed out that on May 30, country garden also won the plot 020 of Guangzhou Baiyun New City with a premium rate of 121% at a price of 175million yuan

in this regard, Zhu Yiming, manager of Kerry Research Center, said that with the change of country garden's development strategy, the layout of its land reserve also needs to be readjusted. Mo bin, President of country garden, said at the beginning of the year that in terms of land purchase, the first, second, third and fourth tier cities are now going hand in hand. In the third and fourth tier cities, we should take the land in the center of the city and do high-end projects mainly for improving needs. From the sales performance of country garden, this comprehensive layout strategy of the company is also extremely effective

"affected by the government's land supply tightening policy and the fact that real estate enterprises are still well funded, the phenomenon of land grabbing by real estate enterprises will continue in the future. It is worth mentioning that after Suzhou, Nanjing also has the policy of 'land price limit transfer', which does not rule out that other cities will follow suit, which to some extent makes real estate enterprises seize the opportunity to grab land; on the other hand, the market expected risk caused by the tightening of policy is also increasing." Insiders pointed out that

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