A study shows that the number of 100 billion -level housing companies in China has dropped from 43 to 20 this year.
According to the surging news report, the report released on Friday (December 2), the Kerri Real Estate Research Center, showed that the cumulative sales performance of the top 100 housing companies in China decreased by more than 40 % year -on -year.
According to Kerrine's estimation, there may be only 20 real estate companies that will finalize more than 100 billion (RMB, the same below, about S $ 19.2 billion) this year. From 2020 and 2021"" ".
The report states that among the listed real estate companies that publicly disclose annual targets, the goal completion rate of most companies as of the end of November is less than 80%, and many housing companies are even less than 70%.The goal completion of most enterprises in the first November of the first November was significantly lower than the same period of 2021. The goals of some enterprises decreased by more than 20 percentage points from the same period of 2021.
Kerry analyzed that most real estate companies still choose not to disclose their targets, or actively reduce the annual goals.However, from the performance of large -scale housing companies from January to November, the overall goal of the enterprise is obviously not as good as expected.
In terms of transaction area, the real estate market continued to bottom in November, focusing on the transaction area of 30 cities decreased by 14%month -on -month, and the year -on -year decrease was expanded to 30%.The reasons for the decline include that the influence of the outbreak of the key 30 cities has led to nearly 40 % year -on -year, the lack of confidence in the market, the decline in employment and income of residents, rising prevention demand for prevention, and weak credit demand.
In addition, Kerri said on Thursday (December 1) at the real estate product power conference that the scale of Chinese commercial housing in 2022 may be reduced to less than 14 trillion yuan, and the industry scale turning point is coming.This year's soil auction market has fallen sharply, which will cause greater pressure on the first quarter of 2023 or even the entire first half of the year. In 2023, the "worst" monthly transactions may occur, and it may even be worse than the off -season in February of the year.Trading month.
Ker Rui also mentioned that the central government currently supports the financing of real estate enterprises with the three arrows of "credit, bonds, and equity".With the gradual recovery of financing functions, the management of state -owned enterprises and high -quality private enterprises is expected to gradually return to the right track.
However, most real estate companies are still facing greater debt repayment pressure. The core of the improvement of enterprise operations is the sales end.The report believes that real estate companies need to be patiently waiting for the lack of confidence restoration and the improvement of demand.
