What are the leading real estate companies?

Although the epidemic slowed down the economy, it did not stop people from attacking real estate. Share with you, which leading real estate enterprises are there?

Vanke A(000002): The company focuses on the housing industry with clear strategy and clear product market positioning; At the same time, the rich talent pool can meet the needs of the company's rapid expansion; Rich financing channels also enable the company to maintain rapid growth through asset operation methods such as acquisition; In addition, the company's national layout can better avoid the risk of a single regional market.

Investment promotion (000024): the business structure of both renting and selling makes the company have the characteristics of steady growth; The new planning of Shekou Industrial Zone will not only further enhance the value of the company's leased property, but also increase the power of the company's performance growth. As a real estate platform carefully built by China Merchants, the company will integrate more high-quality assets of the Group in the future.

OCT (000069): The company's "tourism+real estate" model is quite distinctive, which avoids the high land price of "bidding, auction and hanging"; In addition, through the cultivation of tourism projects, the land value can be further enhanced and the high return of development projects can be guaranteed.

Jindi (600383): The company's talent reserve and strategic thinking are similar to Vanke's.

Tian Jian (000090): With the arrival of the new chairman and the completion of management adjustment, the management efficiency of the company has been significantly improved. The company is not satisfied with the traditional "construction+real estate" company, and is actively seeking transformation, hoping to become the general contractor of government projects. As the only large-scale construction enterprise controlled by Shenzhen municipal government, the company has natural advantages in obtaining large-scale government projects.

Ye Zhen, Shenzhen (000006): After divesting the construction loss business, the company's main real estate business began to move forward lightly. Xinghai Famous City and Ye Zhen, which the company is developing, have rich gross profit margins, and the rapid growth of performance in the next few years has been basically determined.

Deep Great Wall A(000042): The entry of Luen Thai, a private enterprise, has a substantial and significant impact on the management of the company. After the successful divestiture of two construction enterprises, Jinzhong and Yue Zhong, the company's main business is clearly real estate development and hotel management. At present, the company has established a three-level management structure of corporate headquarters, regional headquarters and project companies, and has begun to March into national real estate companies.

Some points to be paid attention to when investing in real estate stocks;

One is profit. The characteristics of real estate determine the profit reflected in the later period. Generally speaking, a developer can only make a profit after completing the sales for 1-3 years. The income can be known and predicted, but the cost is dynamic, that is, the annual land price cost and various expenses change greatly, so the future profit can not be judged directly according to the previous profit rate.

The second is debt. Financing cost has always been the focus of real estate, and debt is an eternal problem, which cannot be avoided when discussing and analyzing real estate stocks. Now in the period of deleveraging, the debt data disclosed should focus on * *. Usually, the actual liabilities are far more than the disclosed liabilities, which may also be the most fundamental reason for the low valuation of real estate stocks. When it comes to liabilities, we must know the turnover. Real estate mainly depends on the capital turnover cycle. Fast companies begin to withdraw funds in half a year, and slow one year, that is, some of the same funds can be used twice and some can only be used once, so slow capital turnover is a very big drawback.

The third is values. The real estate stock is a reflection of the real estate entity management in China, and there is a direct correspondence between them. It is blind to look at real estate stocks without looking at the overall real estate situation in China. If you think that there is a huge bubble in China's property market at any time, don't buy real estate stocks or * *. If you think that China is still urbanized and have confidence in the people's demand for better housing, you can buy real estate stocks.

There are many people investing in real estate stocks in the stock market. After all, now they want to buy a house no matter what conditions. Although we don't want house prices to rise, it is impossible to fall sharply, which is why many people invest in real estate stocks.