Before April Hengda Sales Reached 212 Billion 600 Million Top Leading Enterprises, And The Competition Was Intensified.

When people think that the epidemic will push the pause button to the property market, the recent market has gone out of a wave of recovery. The action of the leading housing enterprises also reminds people again that whether it is selling online or upgrading, the competition has never ceased.

Entering the May, the mainstream Housing enterprises have released the previous April performance. Affected by the epidemic, sales of most housing enterprises have declined significantly. But overall, the performance of leading housing enterprises is better than that of small and medium-sized Housing enterprises. The trend of industry merger and integration is becoming clearer. The ranking of the top 10, 35 and 100 strong housing enterprises has also undergone major changes, and some housing enterprises have even disappeared from the top 100 list.

It is worth noting that the property market has been recovering since April, and some hot cities have even rebuilt their houses. This has affected developers' performance in the month and boosted their confidence.

However, many people in the industry say that the performance of the property market during April and May 1 is largely a result of the depressed demand. It is still necessary to observe whether it will last for a long time or not. There is still more uncertainty in the second half of the property market.

Among the four giants of Bi Wan Hengrong, Hengda became the most eye-catching one this year. Gan Jun photo

Competition among giants

Hengda has become the most eye-catching one this year, among the four giants. In May 6th, Hengda announcements showed that, with the famous "25% off" and other promotional measures, this year 1-4 months, Hengda accumulated 212 billion 570 million sales, an increase of 19.4% over the same period last year, sales area of 23 million 711 thousand square meters, an increase of 43% over the same period last year, a cumulative increase of 178 billion 200 million, an increase of 60.8% over the previous year, close to the total amount of the company's first half of last year 187 billion 400 million, and refresh the highest historical record of the same period of sales and return.

The other three giants declined slightly. In the first 4 months, Vanke achieved a total contract sales of 185 billion 830 million yuan, a decrease of about 11% compared with the same period last year, and the sales volume of Yuan Gui Yuan realized about 149 billion 880 million yuan, which was 167 billion 230 million yuan in the same period last year.

Before April, the ranking of the giants changed significantly. Hengda once again reached the top of the championship, the country garden fell to second, Vanke third, Pauli development exceeded that of the fusion group in fourth place, 108 billion slightly surpassed the 95 billion 500 million of the financial creation, and the financial creation dropped to fifth.

The top five of the top ten have also changed significantly. Xincheng holdings dropped out of the top ten, ranked 50 billion 500 million in the twelve place, and Longhu took eighth place in 60 billion 200 million.

The performance of giants and leaders is still good, which has won the big market. According to Ke Rui statistics, the top 100 housing enterprises in April achieved a total sales area of 190 million square meters, with sales reaching 2 trillion and 600 billion yuan, representing a decrease of 12.8% and 14.5% compared with that of the previous year. In the 50 strong ones, only a few 4 sales increased year by year, and the rest were declining.

By the end of April, according to the sales statistics of the full caliber, only 4 housing companies sold over 100 billion, including Hengda, Biguiyuan, Vanke and poly, compared with 5 in the same period in 2019, which has reduced 1.

With the orderly recovery of the property market, the performance of single month housing companies in April is also noteworthy. With signs of recovery, many of them have basically recovered to the level before the epidemic.

The Kerr report shows that in April, the market fever picked up, and the housing enterprises accelerated the supply. The recovery of 100 housing companies was better than expected. TOP100 Housing enterprises achieved full caliber sales of 900 billion 230 million yuan in a single month, up 17.2% compared to March, a year-on-year correction in April.

Among the big four, Evergrande is still the most powerful. In April, it achieved sales of 65 billion 210 million, an increase of 11.6% over the previous year, sales area of 7 million 130 thousand square meters, an increase of 28.5% over the same period last year, and the sales volume of Yuan Gui Yuan realized 49 billion yuan, an increase of 3.76% over the same period in April 2019, with a sales area of about 5 million 890 thousand square meters, an increase of 16.07% over the same period last year.

TOP20 Housing enterprises, 15 enterprises in the single month performance increased, 11 enterprises in the single month performance increased year by year, "the largest volume of blood volume" is Biguiyuan, reaching 69 billion yuan, and the biggest monthly increase is China Jinmao, reaching 46%.

The chance to overtake in the curve

Under the impact of the epidemic, some people rely on vigorous marketing to win, some people take advantage of the market, open mergers and acquisitions for future opportunities.

Baoli's development has made bold investments in land. According to the data of the middle finger Research Institute, as of the end of 4, poly development, Hongkong land, China Evergrande, Greentown China and Merchants Shekou appeared in the first ten places of the total amount of money, while the first amount in the same period last year, China ranked only eighteenth.

As a stable central enterprise, poly seeks the opportunity to overtake corners in adverse circumstances. As of mid April, Pauli has accumulated 20 new projects through listing and cooperation, and the project is generally located in a second tier core city.

Lin Bo, a researcher at the Institute, pointed out that the strength of many leading housing companies increased significantly in April. On the one hand, before the epidemic affected the land, on the other hand, the current housing prices may be sold, compared with the level of the second half of last year is basically the same, at present, the average sales is 0.35.

Greentown took the initiative from the beginning of the year. At present, its value exceeds 100 billion, and land investment accounts for nearly 50 billion. According to land investment, second is Pauli, followed by Huarun and Biguiyuan, all above 30 billion. According to the value of goods, green city, Biguiyuan, Baoli, Hengda and greenbelt are all above 90 billion.

Other housing companies rely on mergers and acquisitions to scale up. Since last year, Shimao has acquired nearly 100 billion acquisition of Taihe real estate projects, and has also acquired some development projects and business of Fu Sheng group. In March, Shimao services also acquired 51% stake in Fusheng property, involving about more than 90 property projects, with an area of more than 15 million square meters.

In April, China's Austrian garden announced that it would buy 29.99% of the shares of the Beijing Han company, with a total cost of about 1 billion 160 million yuan.

Rong Chong, Austrian garden, and other housing companies also said that this year there are many opportunities to take part in the acquisition of some housing companies with greater liquidity pressure.

Some companies with tight capital chain have taken the initiative to introduce war throws. Taihe disclosed in early May that the company was considering introducing the war investment, and there were already some intentions that the partners were talking about.

With the acquisition, Shimao achieved a scale explosion. Last year, squeezing out Longhu into the top ten, Shimao continued its upward momentum and position in the first half of April this year. At present, it maintained a tight grip on Longhu with 58 billion 300 million yuan and maintained a ninth position, with a slight advantage of 500 million yuan before Huarun landed.

Compared with the enterprising investment and merger of these leading housing enterprises, the small and medium sized housing enterprises, especially small housing enterprises, are struggling for a long time.

Zhongyuan Real Estate chief analyst Zhang Dawei pointed out that this year, small and medium-sized Housing enterprises capital chain breakage will be a common problem, leading housing enterprises can take advantage of this expansion.

Li Yujia, principal investigator of Guangdong housing policy research center, also believes that the trend of M & A between the housing enterprises will be more obvious in the next few years.

A broker pointed out that as the market warms up, the performance of future housing enterprises will be differentiated, and the continuous income, financing costs and equity sales growth will become the key indicators of the valuation.

Overall, the leading position is becoming more stable. The ranking of top 100 housing companies is constantly changing. The industry reshuffle is speeding up. The small and medium-sized Housing enterprises who have been caught in the cold winter and the overall situation have quietly left the field, and the rest of the players are wearing huge volume and constantly adapting to the changing situation of the industry.

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