房地产行业12月百强房企月度销售报告：百强房企12月年末翘尾全年降幅28%仍待修复

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12 月百强房企权益口径销售额环比增长21%，同比基本持平，且为年内单月最高值，呈现年末翘尾的行情。回顾2024 年，房地产市场延续筑底调整的态势，前三季度市场基本处于低位运行。而得益于9 月末连续的新政利好，四季度销售回升。从全年累计情况看，1-12 月TOP100 房企实现操盘口径销售金额38719.3亿元，同比降低28.4%，较上月累计同比增长2.3pct；权益口径销售金额为30825.9...

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亿元下降至365.9 亿元，同比下降38.9%；30 强门槛从379.4 亿元下降至265.6 亿元，同比下降30.0%；50 强门槛从234.8 亿元下降至154.8 亿元，同比下降34.1%；100 强门槛从110.4 亿元下降至75.5 亿元，同比下降31.6%。2024 年9 家房企操盘销售额超千亿，较上年减少6 家，其中保利发展、中海地产、绿城中国、华润置地、万科地产位列前五。从12 月单月操盘口径销售金额来看，中海地产最高为381.6 亿元，其次为绿城中国、华润置地、招商蛇口、万科地产，分别实现销售金额301.3、287.8、283.0、206.5 亿元。从单月环比增速看，TOP40 房企有31 家实现环比正增长。其中中建智地环比表现最佳，单月环比增长553.2%，其次为中建壹品429.7%、象屿地产200.0%、建业集团102.9%、中国金茂78.4%。重点房企单月操盘销售额环比表现来看，建发房产38.4%、招商蛇口35.4%、中海地产33.8%、越秀地产31.5%、华润置地24.0%、华发股份21.6%、滨江集团-3.3%、绿城中国-5.2%、保利发展-22.8%。从2024 年1-12 月累计操盘口径销售金额来看，保利发展最高为2972.0 亿元，其次为中海地产、绿城中国、华润置地、万科地产，分别实现销售金额2950.7、2768.5、2348.4、2283.5 亿元。从累计操盘口径销售金额增速看，TOP40 房企仅4 家实现同比正增长。其中中建壹品同比表现最佳，累计同比增长59.1%，其次为中建智地51.2%、保利置业0.7%、中海地产0.3%、越秀地产-0.9%。重点房企累计操盘销售额成交同比来看，中海地产0.3%、越秀地产-0.9%、绿城中国-8.0%、华发股份-15.1%、华润置地-16.4%、保利发展-23.1%、招商蛇口-23.5%、建发房产-29.3%、滨江集团-30.0%。投资建议：维持行业“增持”评级。我们认为2024-2025 仍然是以政策为核心主导力量，板块主做政策beta，配合观察一二线为主的核心城市基本面企稳的可能性（前提依然是政策到位资金到位），节奏和仓位控制更重要，配置方向可选：1）预期政策达到止跌回稳下的基本面公司：A 股的滨江集团、招商蛇口、保利发展、华发股份、建发股份；H 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房地产行业12月百强房企月度销售报告：百强房企12月年末翘尾 全年降幅28%仍待修复

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房地产行业12月百强房企月度销售报告：百强房企12月年末翘尾全年降幅28%仍待修复