In 2023, all parts of the country will increase the introduction of talents, actively promote the raising of affordable rental housing, and accelerate the implementation of policies to support the transformation of urban villages and the construction of public infrastructure for "leveling and emergency use", the housing rental market will develop steadily and healthily, and the scale of housing rental enterprises will steadily increase. In particular, the brand of state-owned enterprises highlights the responsibility of state-owned enterprises, and the market share continues to expand.
The following is the latest exclusive release from Milestone Research Institute"Top 50 Centralized Housing Rental Enterprises in 2023"."2023 Top 50 Centralized Housing Rental Enterprises in Management Scale".。Among them, Boyu, Guanyu and Rubik's Cube Life are among the centralized housing rental enterprises in 2023The scale of business and the scale of management are listedTop three.
First, the scale of opening
1. Interpretation of the list of opening scale
In 2023, under the guidance of national policies and the continuous promotion of the "14th Five-Year Plan" rental housing raising task, the housing rental industry will make steady progress in the market, accelerate the expansion of enterprises, and gradually increase the scale of opening. Overall, the total opening scale of the top 30 enterprises exceeded 1 million, and the total opening scale of the top 50 enterprises exceeded 1.2 million.
Specifically, the total opening scale of the top 10 enterprises is 71970,000 units, an increase of 7 month-on-month41%, and the threshold for entry is 3430,000 rooms。Among them, Boyu and Guanyu won the championship and runner-up with an absolute advantage; In the fourth quarter, new projects were opened in Guanyu, Rubik's Cube, Lingyu and Chengfang, especially Lingyu's new listing1250,000 sets**, including 1160,000 rental communities, mainly distributed in Shanghai, Nanjing, Hangzhou and other cities in the Yangtze River Delta.
The total opening scale of the top 30 enterprises is 114080,000 units, an increase of 1179%, and the threshold for entry is 11,968. Among the top 30 enterprises, 13 enterprises belong to the background of state-owned enterprises, accounting for the largest proportion (43.).3%）。In 2023, with the continuous promotion of the task of raising rental housing, state-owned enterprises will play a leading role and accelerate the pace of expansion. In particular, Zhengzhou Chengfa Meiyu is equipped with multiple batches of talent apartments to provide high-quality rental housing for new youth and new citizens.
The total opening scale of the top 50 enterprises is 124970,000 units, an increase of 116%, and the threshold for entry is 2,200。In the fourth quarter, Poltton International Apartment, Chenyu, Erjia, Ningchao Apartment and Anju Jinjia all opened new projects, of which 3 affordable rental housing projects in Chenyu opened, providing 1,115 units to the market**; Anju Jinjia Jiuyuetai Rental Community Project opened, with a total of 1,392 units**.
In addition, eLong Hotel Technology, BASE Baishe, Road King Junyu, Binfeng Apartment, Qixin Apartment, Xinju Apartment, Jingli Apartment, etc., have all opened a small number of ** and failed to enter the TOP50 list.
2. Interpretation of large-scale enterprises
In 2023, the opening scale of real estate enterprise brands will lead, and the proportion of state-owned enterprise brands will continue to expand。Among the top 50 enterprises, the cumulative opening scale of real estate enterprise brands has reached 46450,000 units, accounting for 37 of the total opening scale2%, a decrease of 35 percentage points; The entrepreneurial brand is based on 27The scale of 710,000 rooms ranked second, accounting for 222%；The cumulative opening scale of state-owned enterprise brands is 25430,000 units, ranking third, accounting for 204%, up 46 percentage points, the proportion continues to expand; The opening scale of hotels, central enterprises, intermediaries and foreign-funded brands accounts for a relatively small proportion.
3. Interpretation of newly opened projects in the fourth quarter
In the fourth quarter, the company accelerated the pace of layout in new first-tier cities。66.4% of the newly opened** were in new first-tier cities such as Hangzhou, Nanjing, Chongqing, Zhengzhou, Suzhou, and Wuhan, accounting for an increase of 12 percent compared with the third quarter3%, of which Meiyu opened 15 new projects in Zhengzhou, totaling about 230,000 units of affordable rental housing; Ningchao Apartment: 787 talent apartments entered the market in Hangzhou. 24.3% of new openings** are located in first-tier cities, almost all of which are concentrated in Shanghai. 6.3% of the ** are distributed in Wuxi, Fuzhou, Foshan, Xiamen and other second-tier cities, and 3% ** are distributed in other first-tier cities such as Maoming, Shantou and Huzhou.
From the perspective of the product distribution of newly opened projects, affordable rental housing occupies the main product, in addition to the newly opened 2In addition to 30,000 units, there are 1,115 sets and 1,713 sets of guaranteed leases in Chenyu and Chengfang respectively. Secondly, the rental community accounted for 269%, Lingyu continued to cultivate in the large-scale rental community sector, and newly opened 1160,000 sets**. Talent apartments accounted for 108%, Southeast Youth Hui, Erjia, Landsea Apartment, Ningchao Apartment, Rubik's Cube Apartment, and Manbai have all launched talent apartments to the market, of which Manbai has launched more than 3,000 units**. In addition, serviced apartments and white-collar apartments account for a smaller proportion, respectively. 6%。
Second, the scale of management
1. Interpretation of the list of management scale
In 2023, the cumulative management scale of TOP50 centralized long-term rental apartments will be 188690,000 units, an increase of 9 percent month-on-month6%；The cumulative management scale of TOP30 is 168890,000 units, an increase of 7% month-on-month; The cumulative management scale of TOP10 is 103680,000 units, an increase of 2% month-on-month, accounting for 55% of the total management scale. On the whole, the management scale of enterprises such as Boyu, Lingyu, Meiyu, and Bairuiji Group has increased significantly, and the number of new management units has exceeded 6,000 in the quarter.
2. Interpretation of key enterprises in management scale
From the perspective of brand background, the proportion of brand management scale of each series is relatively stable。Among the top 10 enterprises, the cumulative management scale of real estate enterprise brands is 55460,000, accounting for 53%; The entrepreneurial brand and the state-owned enterprise brand are respectively 18610,000 rooms, 15The management scale of 10,000 houses ranked second and third, accounting for %; The brand management scale of the hotel department and the central enterprise system accounted for a small proportion, respectively.
3. Decentralized housing rental market
The decentralized long-term rental apartment market is relatively cold, and the long-term rental market of Jianfang has managed 2,763 units so far, a decrease of more than 200 units from the third quarter; The management of Chengfang, Xintou Haiyu Apartment and Yudi Chenyu Apartment has not changed from the third quarter, and the overall scale is smaller, respectively.
3. Summary
In 2023, the housing rental market will develop steadily and healthily under the top-level design, and the operational performance of listed rental housing REITs will help the business model of "investment, financing, construction, management and withdrawal" of housing rental projects gradually become clearer. However, in the current macro environment, residents' income expectations are weak, consumption is downgraded, and the development of the housing rental market is both an opportunity and a challenge. With the implementation of allotment affordable housing, the rental market will gradually return to market orientation, and the real estate market will gradually build a new development model.