The pattern of differentiation among housing companies within the top 100 has increased.
On December 31, 2019, at the “2020 Embracing the Future-Ding Zuyu’s Annual Property Market Press Conference”, the Kerer Research Center released the 2019 China Real Estate Business Sales List. In terms of industry growth, the cumulative equity sales of TOP100 real estate companies increased by 6.5% year-on-year, but compared to 40.5% in 2017 and 35.1% in 2018, it slowed down significantly.
Compared with the previous November sales ranking released by Kerer, the housing companies entering TOP10 have not changed. They are still Country Garden, Vanke, Evergrande, Sunac, Poly, Greenland, Zhonghai, Xincheng, Shimao and China Resources. These 10 companies. However, in the “competition” of the last month, the “acceleration” of Vanke and the green space broke the pattern of the previous month.
Vanke’s equity amount was surpassed by Vanke last month, and it reached a total of 65.7 billion equity in the last month, returning to third place. Not only that, in terms of the full caliber amount, Vanke also surpassed Evergrande, ranking Second place. In the last month of 2019, Greenland achieved a total caliber of 86.47 billion yuan, surpassing China Shipping, moving forward one place and ranking sixth.
In TOP4, Country Garden took the lead with a total caliber of 771.53 billion, surpassing the second place Vanke by 140 billion. This year, Sunac also broke through the 550 billion scale for the first time with its merger and acquisition advantages, abundant saleable goods and high-quality product quality. Becomes the fourth domestic housing company to break through the 5,500 mark. It is worth noting that Poly, which ranked fifth, is also closely following, and the full-scale performance of this year is over 470 billion yuan.
According to Kerer’s data, compared with last year, 2019 TOP20 The threshold for the sales amount of equity in each of the echelon housing companies has been slightly raised. The thresholds for the equity of TOP10 real estate companies reached 170.35 billion yuan, a year-on-year increase of 5.8%; the thresholds for the equity of TOP20 and TOP30 real estate companies were 111 billion and 82.52 billion yuan, respectively, with threshold increases of 12% and 3.6%.
In addition, the “Matthew Effect” of the market share of housing companies is still intensifying. According to Kerer, as of the end of 2019, the concentration of equity sales of TOP3, TOP10, TOP30, TOP50, and TOP100 housing companies has reached nearly 9.5%, 21.4%, 35.7%, 43.5%, and 53%, respectively.
From the perspective of the echelon, the differentiation pattern of housing enterprises within each of the top 100 has intensified. TOP4-10, TOP11-20 echelonThe concentration of large-scale enterprises has risen, and the echelon competition has intensified. As the real estate market resources accelerate to gather to the advantageous enterprises, TOP30 housing enterprises have become a watershed in the scale development of housing enterprises.