The scale of real estate land has peaked, and in the second half, “the stable ones are always strong”

In 2022, China’s real estate industry has experienced the most severe test. Some real estate companies have completely fallen behind. Companies that “survived” have also suffered a more serious shock wave, and the rankings of real estate companies have been reshuffled. On December 31, CRIC released the 2022 sales list of real estate companies. Country Garden, Poly Development, Vanke Real Estate, China Resources Land, China Overseas Real Estate, China Merchants Shekou, Gemdale Group, Greentown China, Longfor Group, and C&D Real Estate entered the top ten. Some experts believe that in the future, the market will no longer be “only scale”, and will change from “the strong will always be strong” to “the stable will always be strong”. | Related reading (Economic Observation Network)

Zhang Cheng

In 2020, China Evergrande ranked second in Crane’s annual list with sales of nearly 700 billion yuan, beating Vanke and second only to Country Garden. By 2021, Evergrande will fall to fourth place, with sales of 440 billion yuan, which can be described as a sharp drop, lower than Country Garden’s 750 billion yuan, Vanke’s 620 billion yuan, Sunac’s 590 billion yuan and Poly’s 540 billion yuan.

On the 2022 list, Evergrande will not be seen in the top 20. I guess it’s not that Evergrande’s performance does not even have the threshold of tens of billions for the top 20, but that Evergrande’s data seems to be no longer disclosed, and the outside world knows nothing about it. Country Garden, which tops this year’s list, only has more than 460 billion yuan, and the decline can be described as tragic.

2023 may be better than 2022, but it will definitely not be like before the epidemic. The golden age of China’s real estate is over.

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