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图表322022-2024年绿城拿地聚焦核心城市
图表322022-2024年绿城拿地聚焦核心城市
行业数据
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图片格式:PNG
图片大小:67KB
图片尺寸:1801*861
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所属报告:
房地产行业2026年度投资策略:寻找alpha-251203(36页).pdf
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相关数据
图表92022-2025年绿城拿地聚焦核心城市
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行业数据
2026-06-09
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2025年核心24城企业拿地成交分布(仅涉宅用地)
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行业数据
2025-12-30
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截止2024年底,绿城服务储备面积行业最高
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行业数据
2025-11-13
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2024年核心10城拿地金额占比达90%
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行业数据
2025-07-23
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图表22.2024年中海、华润、保利发展、绿城、越秀、建发、滨江、招蛇拿地金额排名靠前
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2025-05-13
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图表98.截至2024年末,金茂、绿城、越秀、保利发展、华发、滨江、招蛇、建发、龙湖、华润、
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行业数据
2025-05-13
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图表23.2025年1-4月拿地金额TOP20房企中,中国金茂、绿城中国、华润置地、中海地产、保
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行业数据
2025-05-13
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图表20.从拿地集中度来看,2024年百强房企拿地金额占全国(300城)土地成交总价的比重为
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行业数据
2025-05-13
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24年滨江、绿城、中海、保利的销售价格上升(元/平)
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行业数据
2025-05-06
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2021年以来城投拿地未开工占比较高
fCDlubTku70gfCDln47mipXlnJ/lnLDmnKrlvIDlt6Xph4/ljaDmr5QgfAp8LS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLS0tLS18CnwgMjAyMSB8IDcwJSAgICAgICAgICAgICAgICAgIHwKfCAyMDIyIHwgNzMlICAgICAgICAgICAgICAgICAgfAp8IDIwMjMgfCA5MCUgICAgICAgICAgICAgICAgICB8CnwgMjAyNCB8IDk5JSAgICAgICAgICAgICAgICAgIHwKCui1hOaWmeadpea6kO+8muWFi+iAjOeRnuOAgeW8gOa6kOivgeWIuOeglOeptuaJgA==
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行业数据
2025-01-13
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2021年以来城投托底拿地占比较高
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行业数据
2025-01-13
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图表19绿城2024年1-11月拿地金额仅次于保利,投资强度在可比房企中也处于较高水平
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2025-01-02
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图表172024M1-11绿城拿地总价约538亿元
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2025-01-02
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图表18我们测算绿城2025年自投项目销售额同比下
fOW5tOS7vXzmlrDlop7lnJ/lgqjotKflgLzvvIjkur/lhYPvvIl86Ieq5oqV6ZSA5ZSu6YeR6aKd77yI5Lq/5YWD77yJfAp8LXwtfC18CnwyMDE0fDcwMHw4MDB8CnwyMDE1fDUwMHw2MDB8CnwyMDE2fDEwMDB8OTAwfAp8MjAxN3wxNTAwfDEyMDB8CnwyMDE4fDEzMDB8MTEwMHwKfDIwMTl8MjAwMHwxNDAwfAp8MjAyMHwzMjAwfDIyMDB8CnwyMDIxfDMxMDB8MjYwMHwKfDIwMjJ8MTAwMHwyMjAwfAp8MjAyM3wxNDAwfDIwMDB8CnwyMDI0RXwxMDAwfDE2MDB8CnwyMDI1RXwxMDAwfDE2MDB8CgrotYTmlpnmnaXmupDvvJrlhazlj7jlhazlkYrvvIzljY7liJvor4HliLjmtYvnrpc=
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2025-01-02
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对于房企而言,其需要在一个持续缩圈的房地产市场中,选对投资区域及项目,同时尽量错峰投资,避免高点拿地;关于迎合城市房地产市场缩圈大趋势,我们认为区域深耕型房企具备天然优势:1)需要“收缩”的房企,“管住手”拿地聚焦的难度更大。过去全国型房企进驻的城市较多,整体销售规模大,在 2022、2023 年投资拿地过程中,存在区域公司与总部的拿地博弈,区域公司基于自身诉求,仍想积极拿地,而总部也很难精准判断地产市场的趋势(比如 2023 年上半年,市场部分观点认为房价见底,商品房销售规模即将回暖),导致这类房企并没有及时收缩。2)而原本为区域深耕型房企,有自己的“大本营”,更倾向于在深耕区域拿地,点状投资其他区域,从而迎合了这轮城市收缩大趋势。以绿城为例,公司 2022 年在低能级城市拿地占比仅为 8%,其他投资集中在杭州、上海、北京、宁波、苏州 5 个核心城市,在 2023 年、2024 年探知到深耕区域的点状投资机会时,才有所外拓,2024 年低能级城市权益拿地金额占比升至 13%。
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房地产行业2026年度投资策略:寻找alpha-251203(36页).pdf
2026年房地产行业报告:销售跌9%新开工降19%,聚焦区域深耕与红利资产
房地产行业2026年度投资策略:寻找alpha-251203
图表9美国房价指数趋势
图表7美国自住住房空置率始终处于可控范围
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