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图表24.2024-2025年全年百强房企的拿地金额均不足
图表24.2024-2025年全年百强房企的拿地金额均不足
行业数据
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图片格式:PNG
图片大小:92KB
图片尺寸:1099*711
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所属报告:
【中银证券】房地产行业2026年年度策略:正视困境,冲出重围;长坡薄雪,向阳而生-260113(78页).pdf
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2026年1-4月百强房企销售金额累计增速
fCDmiL/kvIHmjpLlkI3ljLrpl7QgfCAyMDI25bm0MSAtIDTmnIjnmb7lvLrplIDllK7ph5Hpop3ntK/orqHlkIzmr5Tlop7pgJ8gfAp8IC0tLSB8IC0tLSB8CnwgVE9QMyB8IDAuMyUgfAp8IFRPUDEwIHwgLTE0LjQlIHwKfCBUT1AxMSAtIDIwIHwgLTIxLjAlIHwKfCBUT1AyMSAtIDMwIHwgLTI3LjclIHwKfCBUT1AzMSAtIDUwIHwgLTMyLjYlIHwKfCBUT1A1MSAtIDEwMCB8IC0zOS45JSB8CgrotYTmlpnmnaXmupDvvJrkur/nv7DmmbrlupPvvIzljY7ms7DnoJTnqbY=
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行业数据
2026-05-25
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2016-2025年百强房企销售金额及同比
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行业数据
2026-05-25
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百强房企历年单月拿地金额(单位:亿元)
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行业数据
2025-12-10
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百强房企历年单月销售额(单位:亿元)
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行业数据
2025-12-10
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百强房企单月权益拿地金额(单位:亿元)
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行业数据
2025-12-10
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百强房企单月销售额相比2019同期
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行业数据
2025-12-10
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百强房企单月拿地额相比2020同期
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行业数据
2025-12-10
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图表12025年1-10月百强房企权益销售金额同比下降约17%
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行业数据
2025-12-05
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图表39.百强房企10月全口径拿地金额694亿元,同比
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行业数据
2025-11-19
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图表35.百强房企10月权益口径销售金额2003亿元,同
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行业数据
2025-11-19
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百强房企单月拿地金额(亿元)
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2025-11-06
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百强房企单月销售额相比2019同期
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2025-11-06
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百强房企单月拿地额相比2020同期
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2025-11-06
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图表39.百强房企9月全口径拿地金额2610亿元,同比
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2025-10-23
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1.2.5 房企拿地能力和意愿均走弱,土地投资萎缩 房企拿地能力与意愿均走弱,土地投资萎缩。虽然 2025 年在核心城市土地市场点状复苏的带动下,百强房企拿地金额同比出现了大幅增长,拿地强度也有所提升,但从绝对值来看,2024-2025 年全年的拿地金额均不足 2020 年高峰期的三分之一,自 2022 年以来,拿地能力和意愿明显走弱。仅剩少部分央国企仍有拿地意愿,由于市场上竞争对手减少,高性价比地块增多。自 2022 年以来,申万房地产板块购买商品、接受劳务支付的现金(土地+施工建安投资支出)持续负增长。
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【中银证券】房地产行业2026年年度策略:正视困境,冲出重围;长坡薄雪,向阳而生-260113(78页).pdf
【中银证券】房地产行业2026年年度策略:正视困境,冲出重围;长坡薄雪,向阳而生-260113
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