From the perspective of the development and sales of real estate land in China from February to March 2020, from February to March, the acquisition area of real estate land was 19.69 million square meters, an increase of 80.3% year on year; the transaction price of real estate land was 97.7 billion yuan, an increase of 121.8% year on year. The land transaction area and transaction price have increased significantly, mainly due to the serious impact of the epidemic from January to February. After March, the control effect of the epidemic in China has become apparent, the impact of the epidemic has weakened, and the real estate industry began to show signs of resumption of work.
The development of China's ceramic industry is facing serious difficulties. Data show that in 2018 China's 137 large-scale construction ceramics enterprises closed down, and several major ceramic tile production areas have ceased production. Among them, the output of Henan and Guangdong declined significantly. Affected by the new crown epidemic, the global ceramic industry is facing a crisis in 2020, and the output of Chinese ceramics has declined in the first quarter, and foreign trade exports have also been affected. Therefore, the company ’s operating income capital inflow has been greatly reduced, and the cash flow of SMEs is facing great challenges .
Judging from China's January-2020 CPI rise and fall data, in January 2020, the national consumer price index rose 5.4% year-on-year and 1.4% month-on-month. iiMedia Research analysts believe that due to the impact of the Spring Festival and the epidemic, the price level of consumer goods and service items has generally risen significantly, and the CPI in January was higher than in the previous month. Among them, the consumer price index for residential products rose by 0.5 percentage points year-on-year, which was flat month-on-month. iiMedia Consulting analysts believe that due to the impact of the epidemic, coupled with the promotion of government policies to stabilize the property market, and the general tightening of the financing environment, the overall evaluation of the real estate market is biased towards the smallest.
本报告研究涉及企业/品牌/案例：碧桂园,万科,中国恒大,融创中国,保利地产,绿地控股,中海地产,新城控股,世茂房地产,华润置地,龙湖集团,中国奥园,滨江集团,富力地产,融创中国,美的置业,荣盛发展,当代置业,世联行,中国雄安集团,Rentomojo,装店易,居然之家,中指控股,公装云,homelane,SiteMinder,安歆集团,新湖房地产,Zeus Living,Zolostays,Virgil,宝家乡墅,斯维登集团,GMO Payment Gateway,五格货栈,MFund魔量基金,房天下,青橙资本,FJ Labs,Sequoia Capital（红杉海外）,Accel Partners,凯雷亚洲基金,绿城中国,Alumni Ventures Group,CEAS Investments,Initialized Capital,中力资本,Trifecta Capital,Kima Ventures,Alven Capital,Zoopla,58产业基金
From the perspective of China's real estate development investment in each month of 2019, the cumulative growth rate of China's real estate development investment and the cumulative growth rate of real estate and residential investment have shown a downward trend. From January to December 2019, the funds in place for Chinese real estate development enterprises reached 17.86 trillion yuan, a year-on-year increase of 7.6%. Among them, domestic loans increased by 5.1%, foreign capital increased by 62.7%, self-raised funds increased by 4.2%, deposits and advance receipts increased by 10.7%, and personal mortgage loans increased by 15.1%. Ai Media Consulting analysts believe that after the country lowered its funds in the past, the first area that funds will flow to is the real estate industry, and in the context of the frequently tightened housing market policy issued in 2019, it is guaranteed that funds will be used to promote market vitality rather than A large number of injections into the market, fiscal easing policies have limited benefits to the real estate industry.
本报告研究涉及企业/品牌/案例：香港九龙仓集团，香港太古地产，银泰置地，大悦城，印力集团，万科，TRIWATER,融创，龙湖，凯德集团，DIAMOND TWO PTE 有限公司，红星地产，华润置地，恒隆地产，新鸿基，嘉里建设，中国金茂，富力地产，保利集团，招商蛇口，绿地集团，中海地产，新城控股，中国国贸，宝龙地产，世茂集团，金融街，瑞安房地产，SOHO中国，茂业国际，华侨城，上实城开，丰树集团，新世界中国，合生创展，长实地产，金隅股份，雅居乐，恒基兆业，中国奥园，中国恒大，洛克菲勒家族，巴克莱投资银行、通用电气、NBC新闻网总部、时代华纳，美联社，任天堂，星巴克，希尔顿，罗斯福酒店，美国捷得，KPF，粤海喜来登酒店
商业综合体兼具推动购物中西等线下实体经济消费、文娱产业和商业地产发展等多重作用。iiMedia Research（艾媒咨询）数据显示，2018年开业购物中心业态占比以文体娱乐类最高，达38%，其次为餐饮30%。值得关注的是，与宠物经济、儿童经济等关联度高的体验业态持续增长,如室内动物园、室内运动馆、小剧场、黑科技体验馆、围棋馆等不断出现。另一方面，2019年住宅房产的紧缩政策，驱动地产企业向商业地产转向。iiMedia Research (艾媒咨询)数据显示，中国主要一线城市以北京上海为首，拥有超过100家购物中心，且核心商圈租金超过2000元，伴随着城市收缩等供求关系进一步失衡，地产企业及时调整应对策略，部分企业更关注三四线城市发展。
The commercial complex has multiple functions of promoting the real economic consumption, cultural and entertainment industry and commercial real estate development under the shopping line between China and the West. According to iiMedia Research (AI Media Consulting), the largest proportion of shopping centers opened in 2018 is sports and entertainment, with 38%, followed by catering, with 30%. It is worth paying attention to that experience formats with high correlation with pet economy and children's economy continue to grow, such as indoor zoo, indoor sports hall, small theater, black technology experience hall, go hall, etc. On the other hand, the tightening policy for residential real estate in 2019 will drive real estate enterprises to turn to commercial real estate. IiMedia Research (AI Media Consulting) data show that China's major first-tier cities, led by Beijing and Shanghai, have more than 100 shopping centers, and the rent in the core business circle exceeds 2,000 yuan. With the supply-demand relationship further unbalanced such as urban contraction, real estate enterprises have adjusted their coping strategies in a timely manner, and some enterprises pay more attention to the development of third-and fourth-tier cities.
Under the influence of the improvement of Chinese residents' consumption level, the diversification of transportation modes and the continuous prosperity of tourism, China's urban business district has developed rapidly. China's first-tier cities have densely distributed business districts, and there are a large number of core business districts. The shops in the business circle are densely populated and the transportation is convenient. The number of non-first-tier cities is small, but driven by economic development, transportation and tourism, the non-first-tier cities develop rapidly. According to iiMedia Research, the concentration index of Chengdu's business district is the highest, reaching 138.0, followed by Chongqing and Shanghai, which business circle intensity indexes are 133.6 and 102.3 respectively. At present, the Chinese urban business district has experienced the traditional department store period and the shopping mall period, and has now entered the period of large-scale commercial complex, forming a multi-center, multi-level, networked business circle distribution pattern. However, at this stage, China's urban business district still has problems such as serious homogenization of commercial formats, low attraction of business districts, and low customer density in the business circle. In the future, transformation and upgrading, consumers’ demands and the construction of a “smart business circle” are important directions for the development of urban business districts.