Today is the first working day of 2024, and before starting a new journey, it is customary to review the sales list for 2023.
Kunming Housing Association, Kerui Yunnan and other institutions have successively released list data, compared with the sales list in previous years, it is only the rise and fall of the ranking of several real estate companies. The sales list in 2023 is not an exaggeration to say that it is a violent reshuffle.
Let's take a closer look at these changes.
There are advances and retreats, and the market has formed a new pattern
Let's first take a look at the list of transaction amounts released by the Kunming Housing AssociationYunnan Vanke with 453.5 billion yuan of commercial housing transaction value, and 39The residential transaction value of 8.1 billion yuan topped the list of two statistical indicators.
Source: Kunming Housing Association).
In the annual list of commercial housing transaction value, there are two very prominent features.
First of all, the major reshuffle of national real estate companies in the Kunming market.
Vanke, Longfor, China Merchants Shekou and other brand real estate companies have a number of projects that continue to sell in the Kunming market, and have shown good development strength, and their position on the list is relatively stable.
Taking China Merchants Shekou as an example, in the face of the market changes that buyers tend to be cautious, market confidence needs to be further restoredIn the form of existing home sales, to gain market share. Whether it is the second phase of China Merchants Yonghe Mansion in the High-tech Zone, or the China Merchants Park Avenue and China Merchants Yonglong Mansion in Wujiaba, or even the China Merchants Evian International Project in Songming, they have all launched existing houses and quasi-existing houses.
Only strong enough real estate companies can face drastic changes in the market.
National real estate companies such as Evergrande, Sunac, Country Garden, Helenburgh, and Greenland have disappeared from the top 10 list.
In addition to thunderstorms or risk factors, these real estate companies are unable to carry out normal sales or the sales situation is not ideal. The development volume of such real estate companies in Kunming has shrunk, resulting in fewer saleable items, and it has also made these regulars on the list in previous years fall out of the list.
With the reshuffle of the industry, real estate companies such as New Hope, Huafa, and Dahua have risen rapidly in their rankings. With the outstanding performance of multi-disc sales or single-disc sales, it will enter the top ten of the sales list in 2023.
Secondly, local real estate companies have re-ranked in the Kunming market.
The strategic contraction of branded real estate companies in the Kunming market has increased the number of local real estate companies in the list. Kanglu Group, Yunnan Zhuyou, and Provincial Housing Group won the market for local real estate companies in the list.
Among them, Yunnan Zhuyou's single-plate sales performance is outstanding, as a real estate company deeply engaged in the Dianchi International Resort sector, there is no large-scale expansion. What is more unexpected is that in July 2023, Zhuyou Real Estate also became a reorganization investor in Majie Moore City.
Relying on the development strength of Yunnan Construction Investment, a giant in the construction industry in Yunnan, the Provincial Housing Group will make efforts in 2023, with the south having the morning and twilight, the north of the construction investment school, and the spring city of Huafu, which is located in the first ring, will relay at the end of the year, and the opening performance has the potential to sell well.
It can be said thatIn 2023, while national real estate companies will retreat, local real estate companies will take a step forward.
In previous years, the top of the list fell to 9th in the list of commercial housing sales, and completely disappeared in the list of residential transactions.
What will happen to real estate companies in the Kunming market in the future, and whether another local development giant will emerge, has not yet been determined.
Let's take a look at the 2023 sales amount list released by CRIC, due to the different statistical caliber and statistical scope, the data of the two lists are slightly different.
Source: Kerui Yunnan).
According to the data of Kerui Yunnan, the sales amount in Kunming is among the top fiveVanke is still worthy of the name of the top spot, with local real estate companies Yunnan Construction Investment, Kanglu Group, and Zhuyou Real Estate occupying the first place in terms of traffic amount, and the fifth place is Longfor Group, a private enterprise "demonstration student".
Based on the two lists, real estate companies such as China Merchants Shekou, New Hope, Gemdale Group, Huafa Co., Ltd., Dahua Group, China Jinmao and Huaxia Sunshine will also have good market performance in 2023.
The sales of the top 10 real estate companies in Kunming fell by 21 year-on-year7%
I made a horizontal comparison before, and then I made a vertical comparison of the sales list.
Source: Kunming Housing Association).
Let's first look at the total transaction scale of commercial housing of the top 10 real estate companies, and the downward trend in sales performance is very obvious.
According to the list released by the Kunming Housing AssociationIn 2023, the total transaction scale of the top 10 real estate companies in Kunming will only be about 2352.3 billion yuan.
In 2022, the total transaction scale of the top 10 real estate companies in Kunming will be about 300$2.9 billion.
That is to say,In 2023, the transaction value of commercial housing in the top 10 real estate companies alone will be about 65% less than that of the previous year0.6 billion yuan, a year-on-year decrease of 217%。
If you look at the sales list in 2021, you can see the violent oscillation of the market. According to the data of Kunming Housing Association, the total sales scale of commercial housing in the top 10 real estate enterprises in 2021 is about 6342.7 billion yuan. The combined sales of the top two real estate companies in 2021 far exceeded the total sales of the top 10 in 2023.
The market is no longer the same.
It can be seen from the sales performance of the leading real estate companies:In the past year, Kunming's real estate market continued to adjust to the bottom.
In the longitudinal comparison, we can also see the strength of real estate enterprises.
Junfa Group, from the absolute lead to 9th, can also have a place in the top 10 list, has exceeded many people's expectations.
In addition to "guaranteeing the delivery of buildings", Junfa Group is also actively solving the dilemma faced by enterprises. On December 28, Junfa Group announced that it had officially signed a debt restructuring agreement with Cinda Assets, which was part of the results achieved in debt resolution at the end of the year.
Sunac Yunnan, Yunnan Country Garden and Greenland Hong Kong disappeared from the top 10 list. Whether such real estate companies will leave the market in disgrace, or regroup and return to the Kunming market, may not be concluded in the year-end inventory in the future.
Just need alienation to improve the project impact list
After reading the sales list of real estate companies, let's look at the project transaction list. In the market environment in 2023, to be able to win the sales championship, the project must have real power.
Source: Kunming Housing Association).
According to the data released by the Kunming Housing Association,In 2023, the sales champion of commercial housing sales in Kunming is Huafa Shuxiang Yunhai, with a transaction amount of about 178.8 billion yuan, the project is also the sales champion in 2022.
Zhuyou Shuanghewan surpassed Vanke City and became the second on the list. Zhuyou Shuanghewan is close to delivery, and the sales strategy of real scene selection has also promoted the transaction to a certain extent.
It can be seen that the top four projects on the list are all thereRelatively high-quality education packages。In the current Kunming market, there seems to be no rigid demand for housing, and the so-called rigid demand has been alienated into the rigid demand for education.
From the 5th place on the list, all of them are projects that are biased towards improvement. It is not an exaggeration to say that there is an equal difference between the need and the improvement.
With their central locations, China Resources Yue Mansion and Longjiang Jinmao Mansion have great advantages in improving their productsShanhaiwan No. 8, Vanke Park City and Vanke 500 miles in the exhibition area have made concerted efforts, and their sales performance is also comparableThe Caohai area is unique in all seasons of China.
From a regional point of view,In the ranking of the top 10 by transaction value, there are no projects in Panlong District and Chenggong District。Other areas of the main city have properties that perform well.
Panlong District also has regional hot-selling projects, but whether it is just needed or improved real estate, the advantages are not particularly prominent, and the sales performance is relatively flat.
The unit price of the projects for sale in Chenggong District is low, and unless there is a super hot market, it is difficult to compete for a place on the list ranked by transaction value.
Overall, the transaction ranking of projects in 2023 is not very different from that in 2022: those projects are still selling well.
Every year, we have to look at the list, because behind the list, is the change in the pattern of Kunming's real estate market.
And outside the list, in the most difficult year of real estate, in fact, standing up is already a victory.
To borrow the end of "The Long Season":Look ahead, don't look back!