25年百强房企销售金额同比降幅随大市收窄,但受部分存货质量持续下降的房企拖累,仍跑输大市、市占率连续第5年走低。百强房企内部,头部房企集中度连续第4年上升,央国企连续第6年跑赢,核心资源持续向少数优秀房企集中。TOP20房企中,中建东孚、中国金茂、绿地控股实现正增长。往前看,我们期待政策继续围绕“预期”对症下药、加速房地产市场回稳,核心城市和在此拥有更强资源获取能力的头部房企有望率先受益。我们看好...
Source Link25年百强房企销售金额同比降幅随大市收窄,但受部分存货质量持续下降的房企拖累,仍跑输大市、市占率连续第5年走低。百强房企内部,头部房企集中度连续第4年上升,央国企连续第6年跑赢,核心资源持续向少数优秀房企集中。TOP20房企中,中建东孚、中国金茂、绿地控股实现正增长。往前看,我们期待政策继续围绕“预期”对症下药、加速房地产市场回稳,核心城市和在此拥有更强资源获取能力的头部房企有望率先受益。我们看好...
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