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图表16房地产市场软硬件消费升级逻辑
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所属报告：
金科服务-根固枝荣再突围破圈外展业务丰-210825（63页）.pdf
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产业链
2026-06-26
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日本房地产企业和产业链企业相对日经225超额收益
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产业链
2026-06-26
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2010年以来房地产产业链PB(LF)估值水平（倍）
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产业链
2026-06-26
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图24、房地产规模占比提升2.82pct至32.4%
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市场规模
2026-06-25
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股票在美国居民资产中占比与房地产接近
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行业数据
2026-06-23
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韩国奢侈品消费规模和房地产、股市资产价格上涨呈正相关
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市场规模
2026-06-18
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近几年我国房地产销售额及占GDP比重
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行业数据
2026-06-12
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图表72017年后房地产行业资产负债率与行业估值
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2026-06-09
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金科服务-根固枝荣再突围破圈外展业务丰-210825（63页）.pdf
表15可见，2007年我国房地产市场集中度较低，CR4仅4.37%，后续十年逐年增
图表99金科服务分业务营收预测
图表97上市物企股权激励占比
图表95金科股份股权结构
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