China Index Research Institute: active land market recovery for housing enterprises in October

category:Finance
 China Index Research Institute: active land market recovery for housing enterprises in October


In terms of land acquisition amount, Vanke, country garden and poly occupy the top three places on the list. Vanke has accumulated 147.6 billion yuan of land from January to October, ranking first in the list of land acquisition; Country Garden keeps the advantage of land acquisition, with a total amount of 122.4 billion yuan occupying the second place in the list; poly developments land acquisition efforts remain unchanged, with a total amount of 92 billion yuan from January to October, ranking third in the list. Top 10 enterprises received 823.4 billion yuan of land from January to October, accounting for 35.2% of top 100 enterprises.

From the perspective of land acquisition area, country garden, green land and Vanke land area rank in the top three. From January to October 2019, country garden continued to increase its land acquisition efforts, with 40.28 million square meters occupying the first place on the list; Greenland and Vanke ranked second and third in the list with 2836 and 25.49 million square meters respectively. From January to October 2019, the total land acquisition area of top 10 real estate enterprises is 192.36 million square meters, accounting for 38.3% of the land acquisition area of top 100 real estate enterprises.

From the perspective of the amount of land taken by each city group, the Yangtze River Delta and the Midwest are the key areas for real estate investment. From January to October, the land market of the Yangtze River Delta urban agglomeration is still hot, with the total amount of land acquired by top 10 enterprises reaching 326.1 billion yuan, ranking first; the central and western regions benefit from policies such as policy transfer and talent introduction, with economic development speeding up, attracting real estate enterprises to enter, with the total amount of land acquired by top 10 enterprises reaching 246.5 billion yuan; the Pearl River Delta and Bohai Rim rank third and fourth with 154.5 billion yuan and 140.6 billion yuan respectively.

From the perspective of land acquisition enterprises in urban agglomerations, wide distribution is still the leading real estate enterprise distribution strategy, and small and medium-sized real estate enterprises focus on deep regional development. For example, Vanke and Longhu are all listed in the four lists, poly, country garden and Greenland are listed in the three lists; rongchuang, Zhonghai and overseas Chinese town are listed twice in the list of each city group; in addition, Beijing investment development, Binjiang group, Longguang real estate and other enterprises continue to dig deep into the base camp, and they are listed in the list of cities around the Bohai Sea, Yangtze River Delta and Pearl River Delta, with more centralized land acquisition.

From the perspective of city ranking, the first and second tier core cities are the focus of real estate investment, and the central and Western core cities are concerned. From January to October 2019, the total amount of land transactions in the top 10 cities in China was 1298.4 billion yuan, an increase of 20.7% year-on-year, 0.6 percentage point lower than that in January to September; the planned construction area of the top 10 cities was 302.84 million square meters, 15.4% higher than that in January to September, 0.7 percentage point lower than that in January to September. According to the list of total transaction price of residential land, the land listed in October is still concentrated in the first and second tier core hot cities. Among the listed plots, Beijing and Nanjing are listed as two plots respectively, accounting for 20.05% and 15.63% of the total transaction value of the top 10 residential land in October 2019. Source: First Financial Editor: Yang bin_nf4368

From the perspective of city ranking, the first and second tier core cities are the focus of real estate investment, and the central and Western core cities are concerned. From January to October 2019, the total amount of land transactions in the top 10 cities in China was 1298.4 billion yuan, an increase of 20.7% year-on-year, 0.6 percentage point lower than that in January to September; the planned construction area of the top 10 cities was 302.84 million square meters, 15.4% higher than that in January to September, 0.7 percentage point lower than that in January to September.

According to the list of total transaction price of residential land, the land listed in October is still concentrated in the first and second tier core hot cities. Among the listed plots, Beijing and Nanjing are listed as two plots respectively, accounting for 20.05% and 15.63% of the total transaction value of the top 10 residential land in October 2019.