As of January 10, when the press was issued, 26 real estate companies listed in the Mainland and Hong Kong released annual sales data for 2018. Overall, in the whole yearPerformanceIn the case of a number of real estate enterprises, sales in December increased month-on-month, overall sales were at a high level, and 26 companies had a total sales of 440.102 billion yuan in a single month. Total sales for the year totaled 4.5 trillion, up 33.2% year-on-year. Among the 26 housing enterprises, 15 annual sales exceeded 100 billion yuan, and 3 exceeded 500 billion yuan.
Zhongyuan Real Estate ChiefAnalystZhang Dawei said that from the sales data in December, the performance of most leading real estate enterprises in 2018 is still stable. The growth rate of many housing companies has exceeded 30%, and the market share of benchmarking housing enterprises continues to increase. However, the rate of increase in sales in the second half of 2018 has slowed significantly. It is expected that sales in early 2019 will not exceed the same period in 2018.
Many housing companies achieve historical breakthroughs
Judging from the ranking of enterprises, Vanke, China Evergrande and Country Garden still occupy the top three positions. Among them, the accumulated sales amount of Vanke in 2018 was 606.95 billion yuan, a year-on-year increase of 14.54%; the accumulated sales area was 40.377 million square meters, an increase of 12.31%; the cumulative sales average price was 15032 yuan / square meter, an increase of 2%.
China Evergrande achieved a contracted sales amount of 551.34 billion yuan, a year-on-year increase of 10%. The annual sales contract area was 52.435 million square meters. The average contracted sales price for the year was 10,515 yuan per square meter.
In the second half of this year, Country Garden only announced the amount of equity sales. The different statistical calibers made its sales figures lower than Vanke and China Evergrande, but still maintained strong growth. In 2018, Country Garden realized an equity sales amount of 501.88 billion yuan, a year-on-year increase of 31.25%; realized equity sales area of 54.16 million square meters, an increase of 23.06%. The average selling price of accumulated equity was 9267 yuan / square meter, an increase of 6.7%.
A number of real estate enterprises achieved historic breakthroughs in sales in 2018. Longhu Group recentlyannouncementIn 2018, the group realizedcontractThe sales amount was 20.64 billion yuan, up 28.5% year-on-year, achieving the goal of selling 200 billion yuan at the beginning of the year. This is the company's record-breaking record after breaking through 100 billion yuan in 2017. China Jinmao achieved sales revenue of 128 billion yuan in 2018, and its initial sales exceeded 100 billion yuan.
From the performance of single month in December, Country Garden, China Evergrande, Vanke, Sunac and other large-scale housing enterprises have basically achieved their annual targets, and the sales amount has decreased compared with that in November. There is an active rate reduction to reserve room for growth in the first quarter of next year. intention of. Among them, Country Garden sales amounted to only 12.14 billion yuan, a new low in 2018. The medium-sized housing enterprises performed outstandingly. Among them, Greentown, Aoyuan Real Estate and Sunshine 100 doubled the sales growth in the month, and the growth rate of Zhongnan Construction, Midea Real Estate, Jianye and China Jinmao exceeded 50%.
Steady in 2019
Third-party research institutes pointed out that in the industry in 2018, 30 “100 billion legions” were created, which has never happened before. Looking forward to 2019, in the context of real estate regulation and control is still "stable", "household not to speculate" is still the background of the overall tone, steady development, the pursuit of high quality, and reduce leverage has become the main tone of the development of large-scale housing enterprises.
Country Garden said that in 2019, it is necessary to further strengthen its main business and transform and upgrade, and continue to deepen its efforts to enhance the full-cycle competitiveness of the real estate business; create a modern robot industry ecosystem and lay out the entire agricultural industry chain. China Evergrande's sales target for 2019 is 600 billion yuan. Based on the sales amount in 2018, the company's target growth rate in 2019 is less than 10%. China Evergrande said it will work toward the goal of “Top 100 Enterprises in the World”. By the end of 2020, the total assets will reach 3 trillion yuan, the annual sales scale will be 800 billion yuan, the annual profit and tax will be 150 billion yuan and the debt ratio will drop to the low level of the same industry.
Sunshine City said that 2019 is the year of Sunshine City's quality improvement, and it must be stronger and stronger, and it must be stable and stable. Agile said that after the sales exceeded 100 billion yuan, it must become a stable long-distance runner, good runner and front runner. Xuhui Holdings said that in 2018, the company has entered 20 cities and increased the value of its reserves by more than 220 billion yuan. In 2019, we continued to improve our products and services with our customers as the center, optimizing management and efficiency. China Resources Land said that in 2019, we will promote quality change, efficiency change, and power change, and strive to achieve high-quality growth of "high quality, high efficiency, low risk."
(Article source: China Securities Journal)