上半年仅3家房企销售过千亿，头部央企排位竞争“白热化”

第一财经07-01

楼市“冷热交织”的上半年，房企卖房成绩单如何？　　中指研究院最新数据显示，2026年上半年，100家房企销售总额为15863.6亿元，同比降幅较1～5月缩小1.3个百分点，连续四个月收窄。　　二季度以来，核心城市房地产市场活跃度提升，带动百强房企上半年销售业绩降幅缩小。仅看6月单月，100家房企全口径销售额环比增长11.8%。　　上半年，仅3家房企全口径销售金额迈过千亿门槛，分别为保利发展（...

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　　从挤掉“水分”的指标看，上半年100家房企操盘销售额12596.3亿元、权益销售额11193.4亿元。其中，仅中海地产和保利发展权益销售额过千亿，分别为1236亿元、1065亿元，中海地产在该指标上对保利发展实现“反超”，差额拉大至171亿元。　　克而瑞地产研究也称，上半年四大央企继续领跑市场，但内部竞争趋于“白热化”，华润和招商基本稳定三四名位置，中海与保利则在各个口径的榜首之争上互有胜负。　　整体来看，上半年销售过千亿的房企共3家，较去年同期减少1家；销售过百亿的房企34家，较去年同期减少12家。在业内看来，这是房地产行业从“杠杆扩张”向“稳健经营”切换的必然结果，市场份额正向财务健康的央国企及区域深耕型民企聚拢。　　目前，以头部央企为代表的房企，正成为新房销售的主要力量，行业“马太效应”越发凸显。克而瑞表示，2026年1～6月，央企抗跌性最为突出，近4成实现权益销售正增长；地方国企与民营房企走势分化，16.7%的地方国企、10.9%的民营房企销售缩水过半。　　不仅房企销售“马太效应”凸显，新房市场上城市之间的分化也在加剧。　　中指研究院数据显示，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%，成为房企主要业绩贡献来源。 　　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、象屿地产这九家房企，一线城市的销售贡献率均在50%以上。　　中指方面称，近年来，头部房企新增土储和投资高度聚焦于北上广深核心地段，一线城市新盘供货量和改善型产品推盘显著提升，叠加限购优化、首付及利率下调等利好政策，去化率明显优于二线城市，也推动了一线城市的销售额占比反超二线城市。　　从产品类型看，2026年上半年，200平米以上高端类项目销售额占比为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。与此同时，90～140平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。　　展望后市，中指研究院称，下半年新房市场受2025年同期基数较低影响，销售同比降幅有望逐步收窄；核心城市“好房子”持续入市、公积金等政策持续发力，将对市场形成一定支撑，但仍以优质供给带动的结构性改善为主，市场全面企稳仍需时间。　　丁祖昱评楼市表示，经过这一轮调整，不同类型房企的发展路径已基本清晰：龙头央企依托资金与资源优势，聚焦核心城市，加大城市更新布局，打造高品质改善住宅；区域民营房企聚焦本地刚需改善，精简布局、灵活推盘，深耕本土细分市场谋求稳健增长。（文章来源：第一财经）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","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 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