克而瑞研究中心：2月中国房地产市场延续止跌回稳态势 TOP100房企实现销售操盘金额同比增长1.2%

智通财经2025-03-06

智通财经APP获悉，3月6日，克而瑞研究中心发文称，2025年2月，中国房地产市场延续止跌回稳态势，叠加春节假期因素影响，整体保持低位运行。2月，TOP100房企实现销售操盘金额1881.2亿元，同比增长1.2%，单月业绩规模保持在历史较低水平。2025年2月，百强房企各梯队销售门槛变动分化。其中，TOP20和TOP30房企销售操盘金额门槛分别同比降低4.8%和11.7%至51.7亿元和28.6...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2517150035?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-03-06 16:39","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2517150035","market":"sh","top_or_hot":-1,"title":"克而瑞研究中心：2月中国房地产市场延续止跌回稳态势 TOP100房企实现销售操盘金额同比增长1.2%","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，3月6日，克而瑞研究中心发文称，2025年2月，中国房地产市场延续止跌回稳态势，叠加春节假期因素影响，整体保持低位运行。2月，TOP100房企实现销售操盘金额1881.2亿元，同比增长1.2%，单月业绩规模保持在历史较低水平。2025年2月，百强房企各梯队销售门槛变动分化。其中，TOP20和TOP30房企销售操盘金额门槛分别同比降低4.8%和11.7%至51.7亿元和28.6...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250306164819963beeba&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>克而瑞研究中心：2月中国房地产市场延续止跌回稳态势 TOP100房企实现销售操盘金额同比增长1.2%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n克而瑞研究中心：2月中国房地产市场延续止跌回稳态势 TOP100房企实现销售操盘金额同比增长1.2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-06 16:39 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250306164819963beeba&s=b><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，3月6日，克而瑞研究中心发文称，2025年2月，中国房地产市场延续止跌回稳态势，叠加春节假期因素影响，整体保持低位运行。2月，TOP100房企实现销售操盘金额1881.2亿元，同比增长1.2%，单月业绩规模保持在历史较低水平。2025年2月，百强房企各梯队销售门槛变动分化。其中，TOP20和TOP30房企销售操盘金额门槛分别同比降低4.8%和11.7%至51.7亿元和28.6...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250306164819963beeba&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"600743","symbol_name":"华远控股","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250306164819963beeba&s=b","article_id":"2517150035","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250306164819963beeba&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2517150035","pubTimestamp":1741250354,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"智通财经APP获悉，3月6日，克而瑞研究中心发文称，2025年2月，中国房地产市场延续止跌回稳态势，叠加春节假期因素影响，整体保持低位运行。2月，TOP100房企实现销售操盘金额1881.2亿元，同比增长1.2%，单月业绩规模保持在历史较低水平。其中，TOP20和TOP30房企销售操盘金额门槛分别同比降低4.8%和11.7%至51.7亿元和28.6亿元。如中海地产、华润置地、华发股份、越秀地产、中国铁建、保利置业、电建地产等房企表现较好，单月和累计业绩均实现明显增长。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"600007":"中国国贸","600048":"保利发展","600064":"南京高科","600082":"海泰发展","600094":"大名城","600159":"大龙地产","600162":"香江控股","600173":"卧龙新能","600185":"珠免集团","600208":"衢州发展","600239":"云南城投","600246":"万通发展","600266":"城建发展","600322":"津投城开","600325":"华发股份","600340":"华夏幸福","600376":"首开股份","600383":"金地集团","600463":"空港股份","600503":"华丽家族","600510":"黑牡丹","600515":"海南机场","600533":"栖霞建设","600603":"广汇物流","600604":"市北高新","600606":"绿地控股","600622":"光大嘉宝","600638":"新黄浦","600639":"浦东金桥","600641":"先导基电","600648":"外高桥","600649":"城投控股","600657":"信达地产","600658":"电子城","600663":"陆家嘴","600665":"天地源","600675":"中华企业","600683":"京投发展","600692":"亚通股份","600708":"光明地产","600716":"凤凰股份","600736":"苏州高新","600743":"华远控股","600748":"上实发展","600773":"西藏城投","600791":"京能置业","600848":"上海临港","600854":"春兰股份","600895":"张江高科","601155":"新城控股","601512":"中新集团","601588":"北辰实业","BK0183":"MSCI概念","BK0188":"融资融券","BK0172":"雄安新区","BK0187":"一线龙头","BK0077":"质押式回购","BK0028":"国家队","BK0116":"体育","BK0101":"PPP","BK0273":"房地产","BK0059":"创投","BK0075":"新三板","BK0070":"员工持股","BK0088":"京津冀一体化","BK0196":"行业龙头","BK0143":"量子通信","BK0178":"特色小镇"},"translate_title":"CRIC Research Center: China's real estate market continued to stop falling and stabilize in February. TOP100 real estate companies achieved a year-on-year increase in sales transactions of 1.2%","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"600007":0.9,"600048":0.9,"600064":0.9,"600082":0.9,"600094":0.9,"600159":0.9,"600162":0.9,"600173":0.9,"600185":0.9,"600208":0.9,"600239":0.9,"600246":0.9,"600266":0.9,"600322":0.9,"600325":0.9,"600340":0.9,"600376":0.9,"600383":0.9,"600463":0.9,"600503":0.9,"600510":0.9,"600515":0.9,"600533":0.9,"600603":0.9,"600604":0.9,"600606":0.9,"600622":0.9,"600638":0.9,"600639":0.9,"600641":0.9,"600648":0.9,"600649":0.9,"600657":0.9,"600658":0.9,"600663":0.9,"600665":0.9,"600675":0.9,"600683":0.9,"600692":0.9,"600708":0.9,"600716":0.9,"600736":0.9,"600743":0.9,"600748":0.9,"600773":0.9,"600791":0.9,"600848":0.9,"600854":0.9,"600895":0.9,"601155":0.9,"601512":0.9,"601588":0.9},"content_text":"智通财经APP获悉，3月6日，克而瑞研究中心发文称，2025年2月，中国房地产市场延续止跌回稳态势，叠加春节假期因素影响，整体保持低位运行。2月，TOP100房企实现销售操盘金额1881.2亿元，同比增长1.2%，单月业绩规模保持在历史较低水平。2025年2月，百强房企各梯队销售门槛变动分化。其中，TOP20和TOP30房企销售操盘金额门槛分别同比降低4.8%和11.7%至51.7亿元和28.6亿元。TOP50和TOP100房企门槛分别同比提升1.8%和6.5%至18.6亿元和7.5亿元。从企业表现来看，2025年2月逾半数百强房企单月业绩同比提升，其中29家企业单月业绩同比增幅大于30%。如中海地产、华润置地、华发股份、越秀地产、中国铁建、保利置业、电建地产等房企表现较好，单月和累计业绩均实现明显增长。企业拿地央国企投资提速，聚焦核心城市优质地块核心观点：1、核心城市土地成交热度大幅攀升带动重点监测企业投资持续回暖。2月，重点监测30家房企单月投资金额(全口径)接近769亿元，环比增长21%，同比增长83%，其中华润置地单月拿地超过70亿，保利发展、绿城中国接近50亿;30家企业拿地面积305万平方米，同环比分别增长12%和83%。2月成交楼板价虽因结构性因素较1月份大幅下滑，但仍维持在25000元/平方米水平。2、央企投资显著提速。1-2月，全口径拿地金额超过100亿企业共计8家，除滨江集团外，其余均为央国企，其中华润置地、中国金茂、保利发展、招商蛇口、中海地产5家央企累计新增土地金额、货值均超过百亿。此外，从同比增速来看，5家央企均出现大幅增长。一方面是止跌回稳过程中改善型需求表现亮眼，央企投资提前“抢跑”，聚焦核心城市核心地块，一季度拿地并能在年内能形成可售货值，也是央企一贯投资风格;另一面，与核心城市供地节奏、质量密不可分，尤其是部分核心区地块高溢价成交，中小房企想要捡漏难度颇大3、市场止跌回稳之下核心城市土地拍率先回暖。一二线城市土地市场高溢价地块频现，而三四线城市起色不明显，体现出各地市场企稳、回温的进度持续分化中。一二线城市采取多批次、缩量提质供地策略起到“对症下药”的作用，头部房企持续加码一二线城市的核心宅地，华润置地、中国金茂、保利发展等本月投资金额超过百亿;但三四线城市还需持续借力2025年地方债务空间扩容的政策窗口，继续严控供地规模并聚焦核心区供求调整，优先盘活关键区域闲置土地。企业融资时隔7个月再有企业发行境外票据核心观点：1、融资总量：2025年2月65家典型房企的融资总量为215.88亿元，环比减少34.6%，同比减少22.6%，创近年来的单月新低，融资规模的同环比大减主要是因为春节假期的影响。在融资结构方面，本月房企境内债权融资174.47亿元，环比减少14.1%，同比增加24.9%;境外债权融资36.4亿元，环比增加82%;资产证券化融资5.01亿元，环比减少95.3%，同比减少96.4%。2、融资成本：2025年1-2月65家典型房企新增债券类融资成本为3.48%，较2024年提升0.55个百分点，其中境外债券融资成本8.45%，较2024年全年提升4.27个百分点，境内债券融资成本2.82%，较2024年全年降低0.09个百分点。单月来看，本月境内发行债券的企业主要是保利、美的置业和金茂等优质房企，因此境内债券融资成本环比降低了0.31个百分点至2.69%，整体仍处于低位;而境外则有绿城发行了两笔合共5亿美元的利率为8.45%的境外优先票据，这也是时隔7个月再次有企业发行境外优先票据，上一次要追溯到2024年7月越秀在香港发行绿色票据。3、企业表现：本月融资总量最大的企业是万科，企业在本月获得了大股东深铁集团提供的合共70亿元的借款。从企业梯队来看，2025年1-2月TOP10房企的平均融资额为28.33亿元，是所有梯队中最多的。TOP51+房企的平均融资额为5.13亿元，同比增长22.94%，该梯队是唯一一个融资规模同比增长的梯队，主要是因为金融街在1月发了一笔46亿元的CMBS，已经相当于该梯队房企在2024年1-2月整体融资规模的三分之一。从融资成本来看，TOP51+梯队的房企融资成本最低，为2.55%，较2024年全年融资成本降低了1.5pct，降幅也是最大，同时比融资成本最高的TOP11-30的房企低0.85pct。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":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 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2517150035","isCrawlerRequest":true}