房企业绩半年考：保利发展、中海地产、华润置地进入“千亿元阵营”，5家销售额环比增长超100%

每日经济新闻07-01

6月30日晚间，中指研究院、亿翰智库等多家机构分别公布2026年上半年中国房地产企业销售业绩情况。　　据中指研究院数据，今年上半年，前100家房企累计销售额约15863.6亿元，同比降幅较1—5月缩小了1.3个百分点，连续四个月缩窄。6月单月，100家房企全口径销售额环比增长11.8%。　　保利发展、中海地产、华润置地三家冲入“千亿元阵营”，全口径销售额分别为1351亿元、1343.5亿元、...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2648641905?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-07-01 04:20","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2648641905","market":"sh","top_or_hot":-1,"title":"房企业绩半年考：保利发展、中海地产、华润置地进入“千亿元阵营”，5家销售额环比增长超100%","media":"每日经济新闻","content":"<div>\n<p>6月30日晚间，中指研究院、亿翰智库等多家机构分别公布2026年上半年中国房地产企业销售业绩情况。　　据中指研究院数据，今年上半年，前100家房企累计销售额约15863.6亿元，同比降幅较1—5月缩小了1.3个百分点，连续四个月缩窄。6月单月，100家房企全口径销售额环比增长11.8%。　　保利发展、中海地产、华润置地三家冲入“千亿元阵营”，全口径销售额分别为1351亿元、1343.5亿元、...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202607013788815160.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>房企业绩半年考：保利发展、中海地产、华润置地进入“千亿元阵营”，5家销售额环比增长超100%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n房企业绩半年考：保利发展、中海地产、华润置地进入“千亿元阵营”，5家销售额环比增长超100%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-01 04:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202607013788815160.html><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月30日晚间，中指研究院、亿翰智库等多家机构分别公布2026年上半年中国房地产企业销售业绩情况。　　据中指研究院数据，今年上半年，前100家房企累计销售额约15863.6亿元，同比降幅较1—5月缩小了1.3个百分点，连续四个月缩窄。6月单月，100家房企全口径销售额环比增长11.8%。　　保利发展、中海地产、华润置地三家冲入“千亿元阵营”，全口径销售额分别为1351亿元、1343.5亿元、...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202607013788815160.html\">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":"BK0015","symbol_name":"沪股通50","start_time":0,"source_url":"http://finance.eastmoney.com/a/202607013788815160.html","article_id":"2648641905","we_media_id":null,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202607013788815160.html","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2648641905","pubTimestamp":1782850814,"columns":[],"sourceInfo":{"source_id":"stock_eastmoney","name":"东方财富"},"weMediaInfo":null,"summary":"6月30日晚间，中指研究院、亿翰智库等多家机构分别公布2026年上半年中国房地产企业销售业绩情况。据中指研究院数据，今年上半年，前100家房企累计销售额约15863.6亿元，同比降幅较1—5月缩小了1.3个百分点，连续四个月缩窄。6月单月，100家房企全口径销售额环比增长11.8%。","collect":0,"end_time":0,"defaultTopTitle":"eastmoney.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"600048":"保利发展","BK0015":"沪股通50","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK0187":"一线龙头","BK0082":"国资改革","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0594300419.USD":"富达中国消费基金A","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0359201612.USD":"贝莱德中国基金A2","BK0028":"国家队","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0072913022.USD":"UBS (LUX) EQUITY FUND -  GREATER CHINA \"P\" (USD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1720050803.USD":"安联全方位中国股票基金","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU2088748020.USD":"EASTSPRING INVESTMENTS ASIA REAL ESTATE MULTI ASSE \"ADM\" (USD) INC A","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","SG9999009997.SGD":"United Asia Pacific Real Estate Income Acc SGD","LU2088747725.USD":"EASTSPRING INVESTMENTS ASIA REAL ESTATE MULTI ASSE \"A\" (USD) ACC","LU0414403682.SGD":"Blackrock Asia Pacific Equity Income A5 SGD-H","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0880133367.SGD":"UBS (LUX) EQUITY FUND CHINA OPPORTUNITY USD \"P\" (SGD) ACC","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0048597586.USD":"富达亚洲焦点A","LU0791591158.USD":"ALLSPRING  EMERGING MARKTES EQUITY INCOME \"I\" (USD) ACC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU1997245094.SGD":"安联神州A股基金AT Acc SGD","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU0561508036.HKD":"ALLIANZ CHINA EQUITY \"A\" (HKD) INC","BK0196":"行业龙头","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","BK1521":"挪威政府全球养老基金持仓","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0048580855.USD":"富达大中华区A","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","LU0067412154.USD":"UBS (LUX) EQUITY FUND -  CHINA OPPORTUNITY \"P\" (USD) ACC","01109":"华润置地","BK0183":"MSCI概念","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","BK1555":"内房股","BK0188":"融资融券","LU0738912210.USD":"Blackrock Asia Pacific Equity Income A6 USD"},"translate_title":"Half-year performance test of housing enterprises: Poly Development, China Overseas Real Estate and China Resources Land entered the \"100 billion yuan camp\", and the sales of five companies increased by over 100% month-on-month","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600048":1.5,"01109":1.5},"content_text":"6月30日晚间，中指研究院、亿翰智库等多家机构分别公布2026年上半年中国房地产企业销售业绩情况。　　据中指研究院数据，今年上半年，前100家房企累计销售额约15863.6亿元，同比降幅较1—5月缩小了1.3个百分点，连续四个月缩窄。6月单月，100家房企全口径销售额环比增长11.8%。　　保利发展、中海地产、华润置地三家冲入“千亿元阵营”，全口径销售额分别为1351亿元、1343.5亿元、1165.0亿元；万科累计销售额350.2亿元，降至第十名。统计显示，中海地产、招商蛇口、中国金茂等企业销售额同比增长10%左右，北京城建、联发集团等同比增速超20%。　　中指研究院企业研究总监刘水通过微信向《每日经济新闻》记者分析指出，“市场修复较为分化，一线及部分核心二线城市在优质改善项目带动下成交有所回升，但修复高度依赖‘产品力+区位稀缺性’，市场分化格局进一步加深”。　　高端项目占比快速提升 　　据亿翰智库监测，百余家企业中有约四成房企单月销售环比增长，其中5家企业销售额环比增长超过100%。保利发展、中海地产、中国金茂、越秀地产、滨江集团、绿地集团等企业实现了单月销售额同环比齐增，中海地产单月销售额最高，为313.5亿元，环比涨幅为15%；中建壹品单月销售额91.8亿元，环比涨幅高达125%。　　分销售结构来看，中指研究院统计数据显示，上半年代表企业各面积段销售额占比中，90平方米—140平方米首改类项目销售额占比40.8%，占比最高，仍是当前的主力产品。但200平方米以上高端项目销售额占比为25.3%，同比增长10.9个百分点，增速最快，其余面积段占比均有所下降。一方面，源于企业投资布局聚焦于一二线核心城市，拿地倾向于核心区稀缺地块，多地取消限价等政策后，企业得以推出大面积、高配置的大平层或低密产品；另一方面，改善、高端类产品需求得到进一步释放，助推了这类产品市场占有率的提升。　　亿翰智库则认为，企业间的分化趋势仍将持续，部分企业借助推盘提速和价格策略，确实实现了阶段性销售流速修复，但这种“回暖”带有更多的“时点性”特征，或难形成趋势性走势。　　前十城市业绩贡献率超70% 　　中指研究院统计显示，2026年上半年，20家代表房企45.5%的销售业绩来源于一线城市，较去年同期增长5.8个百分点，占比已超二线城市的44.6%。二线城市销售业绩贡献占比则同比下降了3.2个百分点。三四线城市业绩贡献占比进一步下滑至9.8%，同比减少2.6个百分点。 　　2025年上半年、2026年上半年代表房企销售额占比前十城市。图片来源：中指研究院　　进一步聚焦区域来看，20家代表房企销售额前十城市的贡献占比已超七成，房企投资日趋聚焦。一线城市中，北京、广州和深圳的销售贡献占比均有一定提升，其中深圳提升最多，较去年同期提升5.7个百分点；此外，杭州销售贡献占比提升1.7个百分点至9.1%。　　分企业来看，中海地产、华润置地、招商蛇口、越秀地产、保利置业、中建壹品、中国中铁、中建东孚、象屿地产9家房企一线城市销售贡献率均在50%以上。　　对于下半年走势预测，刘水表示：“若政策继续精准加力，重点城市市场持续修复，房企加强营销力度，重点房企销售业绩降幅有望持续缩小。产品打造上，房企需持续打造‘好房子’，发力改善型产品，优化户型得房率与适老设计等，摆脱价格战。”（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","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/2648641905","isCrawlerRequest":true}