六成房企土拍挂0

Ofweek维科网2025-07-03

文/乐居财经李兰随着房企拿地意愿持续回升，头部房企表现尤为亮眼，但超六成房企仍未重启拿地。克而瑞最新数据显示，2025上半年，拿地金额超百亿的房企共11家，其中9家突破200亿，较去年上半年增加4家。具体来看，中海地产以506.1亿元的新增土地价值高居百强首位，同比增长334%；保利发展紧随其后，拿地金额也突破500亿大关，达502.2亿元，同比增354%。绿城中国、中国金茂、建发房产、华润置地...

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李兰随着房企拿地意愿持续回升，头部房企表现尤为亮眼，但超六成房企仍未重启拿地。克而瑞最新数据显示，2025上半年，拿地金额超百亿的房企共11家，其中9家突破200亿，较去年上半年增加4家。具体来看，中海地产以506.1亿元的新增土地价值高居百强首位，同比增长334%；保利发展紧随其后，拿地金额也突破500亿大关，达502.2亿元，同比增354%。绿城中国、中国金茂、建发房产、华润置地...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025070317301695350fe5&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK0187","symbol_name":"一线龙头","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025070317301695350fe5&s=b","article_id":"2548877737","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025070317301695350fe5&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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李兰随着房企拿地意愿持续回升，头部房企表现尤为亮眼，但超六成房企仍未重启拿地。克而瑞最新数据显示，2025上半年，拿地金额超百亿的房企共11家，其中9家突破200亿，较去年上半年增加4家。具体来看，中海地产以506.1亿元的新增土地价值高居百强首位，同比增长334%；保利发展紧随其后，拿地金额也突破500亿大关，达502.2亿元，同比增354%。绿城中国、中国金茂、建发房产、华润置地、滨江集团拿地金额均超过300亿元。值得注意的是，TOP10房企拿地金额同比实现正增长。这种头部聚集效应直接推动了市场集中度的提升。数据显示，TOP10房企上半年新增货值占销售百强新增货量的73%，较2024年末大幅提升了约10个百分点，土地资源加速向头部集中的趋势明显。市场的主导力量在月度表现中同样清晰可见。仅6月单月，中海地产斥资近180亿，保利发展、建发房产均超80亿，绿城中国、联发集团、中国铁建、中国金茂等也积极扩储，展现出强大的投资动能。相比之下，财务稳健的民企，如滨江、邦泰及部分区域性民企（如金帝集团豪掷超50亿竞得杭州萧山地块），其投资行为主要集中在重点城市。然而，市场的另一面是参与度的持续萎缩。一个严峻的现实是，上半年仍有高达64%的销售百强房企未进行任何土地投资。从衡量投资强度的指标看，百强房企整体的拿地销售比仅为0.26，虽然较去年末有所提升，但远低于TOP10房企0.4的水平，反映出市场信心的巨大差异和投资动力的严重分化。这种分化也反映在全国土地市场的整体表现上。克而瑞数据显示，上半年全国300城经营性土地成交建筑面积2.5亿平方米，较2024年同期下跌8%，刷新2010年以来的上半年新低纪录。在多方因素带动下，上半年土拍平均溢价率同比显著提升4.8个百分点至9.2%。核心城市核心地块的放量，是支撑百强房企投资回暖的关键因素。得益于这一推手，上半年百强房企在新增货值、土地价值与土地建面三项关键指标上全线飘红：新增货值11594亿元，同比增23.2%；新增土地价值5968亿元，同比大增42%；新增土地建面5162万平方米，同比增3.4%。其中，投资金额增幅最为亮眼。展望下半年，克而瑞分析指出，房地产市场预计仍将处于深度调整周期。对于房企而言，“去库存”和“优化库存结构”仍是行业主旋律。多数房企预计将维持审慎的投资策略，将保障销售回款和现金流安全置于首要位置。在此背景下，预计市场格局将进一步深化，资金实力雄厚的央国企将继续主导土地市场，重点聚焦一二线城市核心区域优质地块，而少数财务稳健的头部民企则可能选择性参与竞拍，但整体投资力度有限。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","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 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