2022年1月17日

In 2021, multi-city centralized land supply will end and housing enterprises will slow down

The 2021 multi-city centralized land supply has come to an end. According to the middle Finger Research Institute, the top five land-acquisition enterprises in 2021 are China Shipping, Poly, China Resources, Greentown and China Merchants Shekou, with a total land-acquisition value of more than 290 billion yuan.

Overall, the annual land amount of the top 20 enterprises to large state-owned enterprises, the head of stable private enterprises. Especially to the third batch of centralized land supply, local state-owned enterprises actively enter the market bottom trend is more obvious. Overall, local state-owned enterprises accounted for more than half of the land acquisition in 80% of cities.

At the same time, there are still small local enterprises to seize the concentrated opportunity to supplement soil storage. As the land market tends to cool, some small and medium-sized enterprises grasp the land window period and reserve land resources.

At the same time, as a whole, the number of enterprises involved in the auction showed a downward trend batch by batch. From the first batch of land supply to the third batch of land supply, the number of participating enterprises in the top 50 housing enterprises by sales were 46, 31 and 18 respectively. Middle finger research institute analysis, this and last year since the third quarter of intensive regulation policy related. In the second half of 2021, the pressure of real estate market adjustment increased, the effect of prudent management of real estate finance continued to appear, and the second batch of centralized land supply in key cities strictly checked the source of their own funds for land purchase, which reduced the willingness and ability of real estate enterprises to acquire land under financial pressure. In the fourth quarter, the real estate market is still operating at a low temperature, and the market scale continues to bottom out. Superimposed on the impact of individual corporate debt default events, the wait-and-see sentiment in the land market is stronger, and some enterprises obviously slow down the pace of land acquisition.

From the regional point of view, the head of housing enterprises pay more attention to the Yangtze River Delta urban agglomeration. Three of the top 10 cities in the list are located in the Yangtze River Delta. Among them, Hangzhou ranks first.

At the same time, some housing enterprises in a number of cities. Poly, China Resources Vanke, China Shipping, Greentown and so on are in the layout of multiple cities, in order to strengthen the market position.

Some people layout, some area deep cultivation. In 2021, some real estate enterprises will give full play to the advantages of investment and research in the deeply cultivated region and brand, and accurately take the advantages to expand regional market competitiveness in competitive cities. For example, the first land acquisition in Beijing is worth more than 10 billion yuan. Yuexiu won 10 pieces of land in Guangzhou with 22.9 billion yuan, becoming the biggest winner in guangzhou’s centralized land supply.

And in some key cities, housing enterprises take land situation appears obvious differentiation, the head of housing enterprises won more than 50% of the land. The Middle Finger Research Institute predicted that the concentration of land supply in key cities will remain at a high level and market competition will continue due to the continued impact of high land prices and strict capital regulation in key cities. Overall, the land market is returning to rationality. The text/qi yue

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