房企上半年业绩“腰斩” 下半年有望一扫颓势 Real estate revenue to rebound in H2

受疫情暴发、市场预期和需求疲软的影响，2022年上半年百强房企整体业绩出现大幅跳水，同比降幅达50.3%。然而6月以来，楼市成交量又开始复苏，业内人士认为下半年销售业绩将会有所好转。

Due to the impact of COVID-19 outbreaks, weak market expectations and tepid demand, Chinese real estate developers' sales revenues were more than halved in the first six months. However, as the contagion is gradually being contained in major Chinese cities and home sales are progressively improving, property developers are expecting a better second half.

受疫情暴发、市场预期和需求疲软的影响，中国房地产销售额在2022年上半年降幅过半。然而，随着大城市的疫情逐步得到控制，住宅销售量日渐提升，房地产开发商预期下半年业绩会有所好转。

Data collected by various research organizations all showed that the nation's top 100 property developers' sales revenues from January to June shrank by more than half from a year ago, and they are feeling great pressure in the second half to meet their annual sales targets.

多个研究机构收集的数据均显示，今年1-6月国内百强房企销售额同比降幅过半，下半年将面临完成年度销售目标的巨大压力。

In comparison with the same period last year, China's 100 largest real estate developers' accumulated sales revenue tumbled 50.3 percent to 3.06 trillion yuan ($452.3 billion) in the first half, said E-House (China) Enterprise Holdings Ltd.

易居企业集团的数据显示，2022年上半年百强房企全口径累计销售金额3.06万亿元，同比降幅达50.3%。

"Among those listed property firms that have announced their annual sales goals, most of them have accomplished less than 40 percent of their annual targets as of the end of June, while nearly half of them have barely reached 30 percent," said Ding Zuyu, CEO of E-House (China).

易居企业集团首席执行官丁祖昱透露，截至6月底，已经公布年度销售目标的大多数上市房企的目标完成率不足40%，近半数房企的销售额还不到年度目标的30%。

Factors including insufficient market confidence, a growing wait-and-see attitude, and the impact of COVID-19 to weaken home-buying demand contributed to the sales slump, according to Ding.

丁祖昱指出，导致销售额暴跌的因素包括市场信心缺失、观望情绪浓重，以及疫情影响下购房需求疲软。

A report from the China Index Academy suggested the same trend as 85 property developers saw their first-half sales revenue surpass 10 billion yuan, 47 less than that of last year, and the number of developers with half-year sales above 100 billion yuan was merely nine, compared to 19 a year ago.

中国指数研究院的报告显示出同样的趋势：上半年销售额超百亿的房企有85家，较去年同期减少47家；上半年销售额破千亿的房企仅有9家，而去年同期为19家。

Average sales revenue of the top 100 developers shrank 48.6 percent to 35.64 billion yuan in the first half, the China Index Academy report added.

报告显示，上半年百强房企销售额均值356.4亿元，同比下降48.6%。

But the June figures bode well for an encouraging second half.

但是，6月份的数据预示着下半年销售情况会有所好转。

Sales revenue of the nation's biggest property developers soared 61.2 percent to 732.97 billion yuan in June, showed China Real Estate Information Corp's (CRIC) calculation.

中国房产信息集团的数据显示，2022年6月百强房企的销售额达到7329.7亿元，环比大幅增长61.2%。

Such a large percentage improvement showed the market retreat has bottomed out in a short period, though the complete recovery of the sector may be a gradual and mild process, said Yu Liang, chairman of China Vanke, during a shareholders meeting in late June.

万科集团董事会主席郁亮在6月底的一次股东大会上表示，从短期来看市场已经触底，但是恢复是一个缓慢和温和的过程。

In a bid to promote the real estate sector's healthy development, the central government, together with local governments, has introduced a series of policy fine-tuning in the past few months, with pent-up demand due to COVID-19 outbreaks recovering a bit in June. Furthermore, the efforts developers have made in increasing supply and improving marketing have also helped the market warm up in June, according to Yu's reading.

根据郁亮的解读，首先，政府为了房地产行业健康发展调整了一些政策；其次，因为被疫情所延误的需求在6月份得到一些回补；再者，房企积极推盘及营销去化，也有助于市场在6月份回暖。

Along with the improved policy environment for the real estate industry, large-scale property developers need to further accelerate their supply and actively conduct marketing to keep their objectives in check, Ding added.

丁祖昱还表示，随着房地产业政策环境的改善，大型房企还需进一步加紧货量供应，并积极营销以实现年度销售目标。

Lian Ping, chief economist and head of the Zhixin Investment Research Institute, expects that developers' capital is going to be better off, and it will help the improvement of new investment and construction in the second half.

植信投资研究院院长兼首席经济学家连平认为，下半年开发商的资金情况将会好转，从而有助于增加房地产投资和房屋开工面积。

"Once the impact of the pandemic fades, both residential property sales and home prices will rebound. In that case, developers' capital flow will improve, and property development investment will increase as well," Lian said.

连平指出，一旦疫情的影响褪去，住宅销售量和房价都会反弹。这样开发商的资金流将会得到改善，房地产投资也会增加。

英文来源：中国日报

翻译&编辑：丹妮