受疫情暴發(fā)、市場(chǎng)預(yù)期和需求疲軟的影響，2022年上半年百?gòu)?qiáng)房企整體業(yè)績(jī)出現(xiàn)大幅跳水，同比降幅達(dá)50.3%。然而6月以來(lái)，樓市成交量又開(kāi)始復(fù)蘇，業(yè)內(nèi)人士認(rèn)為下半年銷售業(yè)績(jī)將會(huì)有所好轉(zhuǎn)。

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.

受疫情暴發(fā)、市場(chǎng)預(yù)期和需求疲軟的影響，中國(guó)房地產(chǎn)銷售額在2022年上半年降幅過(guò)半。然而，隨著大城市的疫情逐步得到控制，住宅銷售量日漸提升，房地產(chǎn)開(kāi)發(fā)商預(yù)期下半年業(yè)績(jī)會(huì)有所好轉(zhuǎn)。

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.

多個(gè)研究機(jī)構(gòu)收集的數(shù)據(jù)均顯示，今年1-6月國(guó)內(nèi)百?gòu)?qiáng)房企銷售額同比降幅過(guò)半，下半年將面臨完成年度銷售目標(biāo)的巨大壓力。

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.

易居企業(yè)集團(tuán)的數(shù)據(jù)顯示，2022年上半年百?gòu)?qiáng)房企全口徑累計(jì)銷售金額3.06萬(wàn)億元，同比降幅達(dá)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).

易居企業(yè)集團(tuán)首席執(zhí)行官丁祖昱透露，截至6月底，已經(jīng)公布年度銷售目標(biāo)的大多數(shù)上市房企的目標(biāo)完成率不足40%，近半數(shù)房企的銷售額還不到年度目標(biāo)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，導(dǎo)致銷售額暴跌的因素包括市場(chǎng)信心缺失、觀望情緒濃重，以及疫情影響下購(gòu)房需求疲軟。

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.

中國(guó)指數(shù)研究院的報(bào)告顯示出同樣的趨勢(shì)：上半年銷售額超百億的房企有85家，較去年同期減少47家；上半年銷售額破千億的房企僅有9家，而去年同期為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.

報(bào)告顯示，上半年百?gòu)?qiáng)房企銷售額均值356.4億元，同比下降48.6%。

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

但是，6月份的數(shù)據(jù)預(yù)示著下半年銷售情況會(huì)有所好轉(zhuǎn)。

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.

中國(guó)房產(chǎn)信息集團(tuán)的數(shù)據(jù)顯示，2022年6月百?gòu)?qiáng)房企的銷售額達(dá)到7329.7億元，環(huán)比大幅增長(zhǎng)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.

萬(wàn)科集團(tuán)董事會(huì)主席郁亮在6月底的一次股東大會(huì)上表示，從短期來(lái)看市場(chǎng)已經(jīng)觸底，但是恢復(fù)是一個(gè)緩慢和溫和的過(guò)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.

根據(jù)郁亮的解讀，首先，政府為了房地產(chǎn)行業(yè)健康發(fā)展調(diào)整了一些政策；其次，因?yàn)楸灰咔樗诱`的需求在6月份得到一些回補(bǔ)；再者，房企積極推盤(pán)及營(yíng)銷去化，也有助于市場(chǎng)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.

丁祖昱還表示，隨著房地產(chǎn)業(yè)政策環(huán)境的改善，大型房企還需進(jìn)一步加緊貨量供應(yīng)，并積極營(yíng)銷以實(shí)現(xiàn)年度銷售目標(biāo)。

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.

植信投資研究院院長(zhǎng)兼首席經(jīng)濟(jì)學(xué)家連平認(rèn)為，下半年開(kāi)發(fā)商的資金情況將會(huì)好轉(zhuǎn)，從而有助于增加房地產(chǎn)投資和房屋開(kāi)工面積。

"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.

連平指出，一旦疫情的影響褪去，住宅銷售量和房?jī)r(jià)都會(huì)反彈。這樣開(kāi)發(fā)商的資金流將會(huì)得到改善，房地產(chǎn)投資也會(huì)增加。

英文來(lái)源：中國(guó)日?qǐng)?bào)

翻譯&編輯：丹妮