全球领先的新经济产业第三方数据挖掘与分析机构
关于“万科”的报告
艾媒咨询|2020年8-9月中国房地产行业月度运行数据监测报告
随着疫情防控的逐渐好转,全国房地产开发投资自从6月份首次回正以来,随后均呈现全面复苏和平稳增长的趋势。数据显示,截止2020年9月,房地产开发企业到位资金136376亿元,同比增长4.4%。但是由于冬季即将到来,北方城市会逐步迎来停工期,因此,房屋新开工面积下降3.40%。
With the gradual improvement in the prevention and control of the epidemic, the national real estate development investment has shown a trend of full recovery and steady growth since it first recovered in June. According to data, as of September 2020, the funds in place for real estate development enterprises were 13.3763 trillion yuan, a year-on-year increase of 4.4%. However, due to the approaching winter, northern cities will gradually usher in a downtime. Therefore, the newly started area of houses has dropped by 3.40%.艾媒报告|2020中国“新冠疫期”房地产业运行与社会责任感分析报告
本报告研究涉及企业/品牌/案例:中国恒大,保利地产,碧桂园,越秀地产;其他提及企业/品牌:万科,阳光城,中国奥园,富力,世茂,世纪金源,融创中国,绿地集团,中国奥园,复星集团,宝能集团,碧桂园,万达集团,华润置地,宝龙集团,卓越集团
“新冠疫情”爆发,中国经济短期受到冲击,iiMedia Research(艾媒咨询)数据显示,房地产行业1月份同期销售表现有所下降,同时房地产企业或面临资金链断裂和工程延期的压力。面对疫情的冲击,房地产企业仍发挥自身优势,积极践行社会公益,获得了超三成公众的好感提升,超两成网友对其未来发展信心有所提升。疫情期间房地产企业积极适应市场变化,开拓线上销售渠道,艾媒咨询分析师认为,房屋交易线下销售仍无法被取代,疫情过后房地产企业应联动线上线下销售形成企业竞争力。同时疫情转变了公众对住房的居住需求,完善的周边配套设施和高品质的物业或成为购房者未来重要的考虑因素。艾媒咨询分析师认为,“新冠疫情”对中国经济造成的冲击是短期的,疫情过后市场经济或面临快速回升,政府为保障房地产的发展会适度调整政策释放购房需求,房地产行业将有望迎来回升。
The breakout of the novel coronavirus pneumonia brings a short-term economic shock to China. As the data of iiMedia Research showed, the sales performance of Chinese real estate industry declined compared with the same period in January. At the same time, real estate companies may be under pressure of capital catenary rupture and Construction project deferral. Although real estate companies are in a hard time during the impact of the epidemic, they still exert their self-advantages to take social responsibility, which have increased the positive impression of over 30% public, and over 20% of netizens have confidence increased in the future of Chinses real estate industry. Chinses real estate companies activistly adapted themselves to the change of market, developed online sales channels. iiMedia consultant believes that, offline real estate transactions cannot be replaced by online channel and companies should combine online and offline sales channels to make themselves competitive. At the same time, the epidemic changed the Living demands of the public, better surrounding facilities and higher quality of the properties may become the important factors that homebuyers would consider. iiMedia consultant believes that, the impact of the novel coronavirus pneumonia on the Chinese economy is short-term. After the epidemic, the market economy may face a period of rapid recovery. In order to resume the Chinese real estate industry, government would moderately adjust the policies to release demand for house purchase, and real estate industry is expected to rebound.艾媒报告|2019年12月中国房地产行业月度运行数据监测报告
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
从2019年各月中国房地产开发投资情况来看,中国房地产开发累计投资增速,以及房地产住宅投资累计增长速度都呈下降趋势。2019年1—12月份,中国房地产开发企业到位资金178609亿元,同比增长7.6%。其中,国内贷款增长5.1%,外资增长62.7%,自筹资金增长4.2%,定金及预收款增长10.7%,个人按揭贷款增长15.1%。艾媒咨询分析师认为,以往国家降准松动资金后,资金最先会流向的领域是房地产行业,而在2019年频繁发布的房市紧缩政策的背景下,保证资金用于促进市场活力而非再大量注入市场,财政宽松政策对房地产业的利好有限。
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.艾媒报告 |2019-2021中国城市商业综合体运行大数据与商业决策分析报告
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.艾媒报告丨2019中国养老产业发展剖析与发展趋势分析报告
本报告研究涉及企业/品牌/案例包括:祥颐养老、华人照护、颐寿养老、朗高养老、普亲养老、永安林业、双箭股份、尚荣医疗、新华保险、中国平安、鱼跃医疗、海南椰岛、安邦人寿、泰康之家、亲和源、诚和敬、乐成养老、日月星、欧葆庭、椿萱茂
中国养老产业处于高速发展阶段,iiMedia Research(艾媒咨询)数据显示,2018年中国养老产业市场规模将已达6.57万亿元,医养结合成为行业发展新热点,预计2021年医养结合行业市场规模将突破1万亿元。目前,中国养老产业已形成成熟的产业链和六大主要商业模式,但同时也面临着体制性障碍、供需结构失衡、养老服务体系不健全等发展问题。
Driven by policy support, technological development, social changes and market demand, China's pension industry is developing rapidly. According to iiMedia Research, the national pension industry market has reached 6.57 trillion yuan in 2018, and is expected to reach 8.81 trillion yuan in 2021. At present, China's pension industry has formed an industrial chain including resource suppliers such as raw materials and energy, pension suppliers, pension real estate providers and pension service providers, and individual and institutional consumers. The industry is developing well and some pensions enterprise revenue reached 100 million yuan in 2018. Under the vigorous promotion of the Chinese government, the reform of the community pension model, the continuous advancement of wisdom and pension, and the combination of medical care have become hot spots in the industry. It is expected that the market scale of the combination of medical and nursing industry will exceed 1 trillion yuan in 2021. At this stage, China's pension industry, including monthly fee system, property sales, after-sales leaseback, membership system, insurance pension and community pay-as-you-go, has gradually developed and improved. The industry has broad prospects for development, but it also faces institutional Development problems such as obstacles, imbalanced supply and demand structure, and inadequate pension service system. iiMedia Consulting analysts believe that in the future, a new pension service system based on home-based, community-based, institutional supplement, and medical care will be gradually formed, and the development of pension financial market will be more perfect.