克而瑞地产研究：截止9月末新增货值百强门槛53.1亿国央企拿地金额占比超六成

智通财经2023-10-01

智通财经APP获悉，据克而瑞地产研究发布2023年1-9月中国房地产企业新增货值TOP100排行榜数据显示，截止9月末，新增货值百强房企门槛值为53.1亿元，同比下降26%，与上月末相比降幅扩大9个百分点，新增投资缩量明显。新增货值集中度持续走高，百强拿地销售比0.19。此外，截止9月末，拿地金额百强房企之中有29家为国央企，从数量上来看少于城投平台和民企，但是国央企拿地金额占比达到62%。投资...

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The amount of land acquired by central enterprises accounted for over 60%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"01109":0.9,"02202":0.9,"02669":0.9},"content_text":"智通财经APP获悉，据克而瑞地产研究发布2023年1-9月中国房地产企业新增货值TOP100排行榜数据显示，截止9月末，新增货值百强房企门槛值为53.1亿元，同比下降26%，与上月末相比降幅扩大9个百分点，新增投资缩量明显。新增货值集中度持续走高，百强拿地销售比0.19。此外，截止9月末，拿地金额百强房企之中有29家为国央企，从数量上来看少于城投平台和民企，但是国央企拿地金额占比达到62%。投资格局上，克而瑞认为四季度仍将保持国央企和城投为主、少数民企为辅的格局。1.新增货值百强门槛53.1亿三季度投资无明显起色9月核心城市土拍持续分散进行，市场热度保持低位运行，延续了整体行情冷淡、个别地块火热的走势。体现在企业端则是新增投资持续低迷：截止9月末，新增货值百强房企门槛值为53.1亿元，同比下降26%，与上月末相比降幅扩大9个百分点，新增投资缩量明显;10强、20强、30强和50强门槛均同比有不同幅度的下降，其中10强门槛的同比降幅最小，仅下降7%，龙头房企是年内投资的主力军。华润、万科、保利分列年内新增货值TOP3席位，年内新增货值均已超过1300亿元，除此以外建发、中海和绿城年内的新增货值也突破千亿元。总量方面，1-9月新增货值、总价和建面百强的总额分别为22707亿元、10853亿元和9208万平方米，其中拿地金额同比下降18%，同比降幅持续扩大5个百分。总体来说，三季度投资持续低迷，且第三季度与较上半年相比未有明显改善。第三季度的投资力度不及二季度，三季度拿地金额与二季度相比降幅约为19.6%，同比降幅约为30%，同比降幅再度扩大。2.新增货值集中度持续走高百强拿地销售比0.19集中度方面，9月末TOP10房企新增货值占百强总量的66%，较8月末依然持续升高1个百分点;其次11-20强房企占比达15%，超过八成新增货值集中于20强房企。整体投资低迷之下，仅剩部分龙头房企、国央企在热点城市积极斩获核心优质地块，大部分民企和中小规模房企则“有心无力”，行业集中度仍继续走高。拿地销售比方面，1-9月百强房企拿地销售比0.19，与8月末基本持平，在9月份逾六成百强房企实现单月业绩环比增长的情况下，拿地销售比仍保持在了低位，房企投资积极性未有提升。分梯队来看，10强房企1-9月累计拿地销售比达到0.28，远高于其他梯队房企。对于10强房企来说目前的拿地销售比回到相对“健康”的水平，但是其他梯队的房企投资依然低迷，尤其后50强、21-30强房企的拿地销售比仅有0.08和0.11。3.国央企拿地金额占比超六成拿地TOP10企业聚焦一二线截止9月末，拿地金额百强房企之中有29家为国央企，从数量上来看少于城投平台和民企，但是国央企拿地金额占比达到62%，远高于另外两类公司的投资金额占比，可见国央企虽然数量较少，但是平均投资力度明显强于其他房企，尤其保利、华润等龙头房企，持续占据拿地金额TOP3席位。与上半年末相比，各类房企的拿地金额占比并未发生明显改变，维持“国央企积极、城投托底、民企弱复苏”的局面;而值得一提的是，第三季度后投资百强房企中城投平台公司数量占比有所上升，民企数量占比下降，一定程度上也反映出土地市场仍在低位运行，城投托底现象仍存，而民企投资还在缓慢复苏。此外，在谨慎投资的共识之下，一二线城市、核心地块成为企业投资的焦点，而大部分三四线城市则陷入无人问津的局面。1-9月投资金额TOP10房企中如华润、招商、中海、越秀等企业拿地高度集中于一二线核心城市，在一二线城市的投资金额占比超90%。4.四季度投资将继续保持谨慎拿地高度聚焦核心城市三季度末，全国许多城市发布了取消限购、降低首付、降低贷款利率等楼市利好政策，但楼市利好传导到土地市场仍需时间，在销售端有明显起色之前，房企投资依然保持着非常谨慎的态度，即使是一二线城市，也只有位于真正具备购买力、需求支撑的核心区域的地块，才能吸引房企积极参拍。投资格局上，我们认为四季度仍将保持国央企和城投为主、少数民企为辅的格局。国央企或将进一步占据更多的新增土储;而在土地市场上保持活跃的民企依旧集中于绿城、滨江、龙湖等少数几家。城市选择上，退出三四线、聚焦一二线是当下共识。一方面，积极投资的龙头房企需要保持较优的土储结构，且雄厚的资金实力足以支撑此类房企继续在一二线拿地;另一方面，从投资前景上看，三四线目前市场低迷，需要更漫长的修复期，在三四线城市投资既难以对业绩提升有明显助力，又难以通过快周转的方式获得高额利润。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.13","shortVersion":"4.35.13","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2372902879","isCrawlerRequest":true}

克而瑞地产研究：截止9月末新增货值百强门槛53.1亿 国央企拿地金额占比超六成

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克而瑞地产研究：截止9月末新增货值百强门槛53.1亿国央企拿地金额占比超六成