三月水暖,土拍市场槌声渐密,西湖岸边与黄浦江畔的春风吹进了楼市,但同期发布的房企整体业绩却不容乐观。统计显示,截至目前,A股、港股中共90家房企预告2024年全年业绩,其中,仅有三成预计尚能盈利。梳理原因发现,本期房企整体利润下滑、亏损的主要由于房地产开发业务毛利率显著下降。具体来看,房地产开发业务结算利润主要对应2022年、2023年销售的项目及2024年消化的现房和准现房库存。而由于2022...
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