You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
《內地樓市》中指院:百強房企6月銷售額按年跌29.4%上半年銷售額僅增0.1%
中指研究院公布數據顯示,2023年上半年,百強房企銷售總額為3.57萬億元(下同),按年微增0.1%。6月單月銷售額按年跌29.4%,經季節調整後按月跌19%,顯示樓市整體偏弱,內地百強房企銷售數據正逐漸回落。 對下半年樓市預測,據《證券日報》引述中指研究院企業研究總監劉水表示,自第二季以來,房地產市場明顯降溫,購房者置業情緒偏弱。步入6月份,市場活躍度延續回落態勢,端午假期期間,除個別城市外,各地推盤力度不足,多地以順銷為主,導致銷售額按年大幅下降。 數據顯示,上半年銷售額超過千億元的房企有7家,較去年同期減少2家,較2021年同期的19家減少12家;銷售額超過百億元的房企有78家,較去年同期減少7家,較2021年同期的132家也在不斷縮水。劉水指,在積壓需求釋放及前期政策效果逐漸顯現等綜合因素影響下,首季房地產市場活躍度明顯提升,次季積壓需求釋放結束及政策效應邊際減少,需求支撐乏力,行業復甦明顯轉弱。目前購房者置業情緒仍沒有明顯提升,下半年房地產市場恢復仍有波折。 劉水表示,預計今年全年銷售在去年低基數下或實現小幅增長。下半年,各類型房企銷售業績將明顯分化,央國企銷售仍將保持強勁增長,穩健型民企將有小幅的增長,出險房企銷售仍會大幅下降。 從拿地數據來看,房企拿地總體依然較為謹慎。數據顯示,上半年百城房企拿地總額為5,920億元人民幣,按年跌10.2%。從重點城市拿地金額百城房企來看,央國企仍是主力,這與資金狀況相對較好有直接關係。華潤置地(01109.HK)及保利發展(600048.SH)等龍頭企業仍在多個重點城市廣泛佈局。 展望下半年,中指研究院表示,房企既要做好眼前,也要謀劃長遠。一方面,把握城市機遇,加快銷售回款;投資聚焦高能級城市,區域深耕;充分利用政策支持,在信貸、債券、股權等方面積極融資,保持財務穩健。另一方面,業務策略要輕重並舉,著重發展經營類業務;應用價值工程方法,提升產品力和成本力,進而提升競爭力。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account