2024 年以来,开发房企走出结转高峰,盈利能力不断弱化及房价下跌带来减值压力。从2025 年上半年房企中报汇总看,行业整体营收规模继续萎缩、同时延续去年以来行业级别亏损的情况。我们统计了全行业168 家开发房企财务数据(根据申万房地产开发行业个股名单筛选,剔除B 股、剔除未发布2025 年中报个股、剔除A/H 两地上市的H 股后)。2025 年上半年,开发房企整体实现营收1.54 万亿元(人民币...
Source Link2024 年以来,开发房企走出结转高峰,盈利能力不断弱化及房价下跌带来减值压力。从2025 年上半年房企中报汇总看,行业整体营收规模继续萎缩、同时延续去年以来行业级别亏损的情况。我们统计了全行业168 家开发房企财务数据(根据申万房地产开发行业个股名单筛选,剔除B 股、剔除未发布2025 年中报个股、剔除A/H 两地上市的H 股后)。2025 年上半年,开发房企整体实现营收1.54 万亿元(人民币...
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