房地产开发行业周报2025W48:本周新房成交因基数同比大幅减少 年末房企拿地积极性降低

国盛证券
Nov 30

年末房企拿地积极性有所降低。根据中指数据,1-11 月TOP100 房企拿地总额8478 亿元,同比+14.1%,增幅较1-10 月大幅收窄。今年上半年,部分核心城市核心地段土地市场相对热度较高,结构性的成交带动了全国土地市场出让金额的增长;但随着头部房企补库目标的达成以及下半年新房市场进一步走冷,年末房企拿地积极性有所降低。从榜单看,1-11 月权益拿地金额排名前5 的分别是中海地产、绿城中国、...

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