Including the following 20 real estate companies from January 2020 to the present, the full-caliber equity sales and rankings (In accordance withYear-on-year 2022Sort in descending orderThe data are as follows: Vanke A, Poly Development, Country Garden, Sunac China, China Overseas Land & Investment, China Merchants Shekou, Xincheng Holdings, Greenland Holdings, China Evergrande, Gemdale Group, China Jinmao, Jinke Group, Shimao Group, Longfor Group, China Resources Land, Binjiang Group, C&D Real Estate, Huafa Shares, Yuexiu Real Estate, Greentown China1 December cumulative
Cumulative performanceFrom January to December, the top 100 real estate companies achieved sales of 54,049500 million yuanA year-on-year decrease of 165%（1~11Month for), the decline further expanded.
December single month
December 2023The TOP100 real estate enterprises achieved sales of 4512900 million yuanThe monthly performance decreased by 34 year-on-year6%November - 296%Month-on-month, an increase of 157%A brief review of CRIC
The monthly new houses were slightly weak, and the transactions were slightly "tailed": the key 30 cities** decreased slightly by 5% month-on-month, and the transactions increased by 10% month-on-monthThe absolute scale is not as high as the last round of impulse recovery in October, down 21% year-on-year, and the year-on-year cumulative turn negative, continuing to build a bottom**.
It is predicted that next month, January 2024 will usher in the off-season before the Spring Festival, and the enthusiasm of real estate companies to launch the market will not be too high, the supply and demand expectations will be lower, and the month-on-month decline will be maintained, considering that the base in January 2023 will be low, and the overall year-on-year will be flat or slightly decreased. In the short term, the number of hot cities and hot projects will still decline: first, the core first- and second-tier cities such as Beijing, Shanghai, Hangzhou, Chengdu, Xi'an, etc., have benefited from the impact of the new policy, and the market can still be "insulated", and the overall market popularity ranks first among cities of all energy levels. Secondly, cities driven by price for volume and rigid demand, such as Zhengzhou, Tianjin, and Wuhan, may continue to recover weakly, and the demand for home purchase and self-occupation will recover slightly. For the third- and fourth-tier cities in the vast inland that lack population advantages and economic foundation, the demand is seriously overdrawn and will face a long period of low consolidation.