The performance completion rate of typical real estate enterprises in the first nine months is more than 70%. The annual property market transaction is expected to reach a new high.

SMM: as expected by the industry, September became the best performance month for real estate companies this year.

According to statistics from Central Plains Real Estate, the monthly sales of 30 listed real estate enterprises in September totaled 609.6 billion yuan, up 19% from January to September to 4.1454 trillion yuan, up 8.8% from a year earlier.

"on the whole, housing enterprises are gradually coming out of the impact of the epidemic and continue to show a good recovery trend." Huang Yu, executive vice president of the Middle finger Research Institute, said.

Data show that in September 2020, the contract sales of Sunac China were about 68.94 billion yuan, an increase of 9.5 percent over the same period last year; country Garden contract sales were 64.63 billion yuan, an increase of 25.30 percent over the same period last year; Greentown China's September sales increased by 69 percent over the same period last year; pattern Holdings' September sales increased by 109.64 percent to 5.283 billion yuan.

In fact, "Golden Nine and Silver Ten" is the traditional performance period of real estate enterprises, which accounts for a large proportion of its annual target from January to September 2020.

The China finger Research Institute reported that from January to September 2020, the average sales volume of TOP100 real estate enterprises was 86.46 billion yuan, with an average growth rate of 7.6%. In September, the average year-on-year growth rate of TOP100 real estate sales was 24.1%. Among them, the performance threshold of TOP50 real estate enterprises rose the highest, reaching 15 per cent.

"this shows that the differentiation of the real estate enterprise camp is still continuing, and the sales growth rate of the housing enterprise camp of 50-100 billion yuan in the previous September is the fastest. Among them, there are 21 real estate enterprises with sales of more than 100 billion yuan, an increase of 1 over the same period last year, and the number of more than 10 billion housing enterprises has reached 137. " Huang Yu said.

In terms of performance completion rate, the sales target completion rate of typical real estate enterprises is more than 70%.

According to the statistics of the Middle Index Research Institute, from January to September 2020, the average sales target completion rate of 20 representative housing enterprises was 72.0%. Among them, Kaisa Group's sales target completion rate is 85.9%; China Evergrande and China Jinmao sales target completion rate are 81.9% and 80.9% respectively; Merchants Shekou, Hongyang Real Estate, Yuexiu Real Estate and other real estate enterprises have sales target completion rates of more than 75%. It is expected to achieve the annual target.

"the quality of the sales performance of real estate enterprises in Jinjiu Silver 10 will determine the completion of annual sales performance to a certain extent. Under the guidance of sales demands, the strength and pace of pushing goods by real estate enterprises will remain determined, and will be committed to the realization of annual performance targets." Analysts at Yihan think tank said.

The Yihan think tank pointed out in the report that due to the sudden attack of the novel coronavirus epidemic and the closure of the sales channels of real estate enterprises, in order to maximize the impact, real estate companies have made adaptive adjustments in the pace of pushing goods and arranged for more goods to be launched in the second half of the year. From the typical value arrangement of housing enterprises, the proportion of the value of goods in the last half of the year at 3:7, there are also some housing enterprises in the second half of the goods accounted for 80%.

Zhang Dawei, chief analyst of Zhongyuan Real Estate, believes that judging from the current market trend, the activity of the property market has increased significantly, and the market is expected to continue to rise in the fourth quarter, and the turnover of the property market for the whole year is expected to approach or exceed the historical record set in 2019. Due to the long holiday on National Day, most developers have increased their supply, which is expected to affect the market turnover to continue to run at a high level in October.