来源:证券日报在房地产行业转型进入深水区之际,具有“轻资产和抗周期”的代建业务,成为房企转型的重要方向之一。据克而瑞地产研究近期发布的监测数据显示,2025年上半年,代建新增规模排名前20位的企业新增签约建筑面积合计为10983万平方米,同比增加28%。这一数据折射出房地产行业转型的新逻辑,即当土地红利消退、高杠杆模式失灵,“专业能力变现”正替代“资本规模扩张”,成为房企重构价值链的“破局利器”。...
Source Link来源:证券日报在房地产行业转型进入深水区之际,具有“轻资产和抗周期”的代建业务,成为房企转型的重要方向之一。据克而瑞地产研究近期发布的监测数据显示,2025年上半年,代建新增规模排名前20位的企业新增签约建筑面积合计为10983万平方米,同比增加28%。这一数据折射出房地产行业转型的新逻辑,即当土地红利消退、高杠杆模式失灵,“专业能力变现”正替代“资本规模扩张”,成为房企重构价值链的“破局利器”。...
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