本文轉自：中國日報網
受疫情暴發、市場預期和需求疲軟的影響，2022年上半年百強房企整體業績出現大幅跳水，同比降幅達50.3%。然而6月以來，樓市成交量又開始復甦，業內人士認為下半年銷售業績將會有所好轉。
Potential homebuyers look at property models in Huaian, Jiangsu province. [Photo by Chen Liang/For China Daily]
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、市場預期和需求疲軟的影響，中國房地產銷售額在2022年上半年降幅過半。然而，隨着大城市的疫情逐步得到控制，住宅銷售量日漸提升，房地產開發商預期下半年業績會有所好轉。
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.
多個研究機構收集的數據均顯示，今年1-6月國內百強房企銷售額同比降幅過半，下半年將面臨完成年度銷售目標的巨大壓力。
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.
易居企業集團的數據顯示，2022年上半年百強房企全口徑累計銷售金額3.06萬億元，同比降幅達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).
易居企業集團首席執行官丁祖昱透露，截至6月底，已經公佈年度銷售目標的大多數上市房企的目標完成率不足40%，近半數房企的銷售額還不到年度目標的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，導致銷售額暴跌的因素包括市場信心缺失、觀望情緒濃重，以及疫情影響下購房需求疲軟。
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.
中國指數研究院的報告顯示出同樣的趨勢：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.
報告顯示，上半年百強房企銷售額均值356.4億元，同比下降48.6%。
But the June figures bode well for an encouraging second half.
但是，6月份的數據預示着下半年銷售情況會有所好轉。
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.
中國房產信息集團的數據顯示，2022年6月百強房企的銷售額達到7329.7億元，環比大幅增長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.
萬科集團董事會主席鬱亮在6月底的一次股東大會上表示，從短期來看市場已經觸底，但是恢復是一個緩慢和温和的過程。
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.
根據鬱亮的解讀，首先，政府為了房地產行業健康發展調整了一些政策；其次，因為被疫情所延誤的需求在6月份得到一些回補；再者，房企積極推盤及營銷去化，也有助於市場在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，隨着房地產業政策環境的改善，大型房企還需進一步加緊貨量供應，並積極營銷以實現年度銷售目標。
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兼首席經濟學家連平認為，下半年開發商的資金情況將會好轉，從而有助於增加房地產投資和房屋開工面積。
"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，住宅銷售量和房價都會反彈。這樣開發商的資金流將會得到改善，房地產投資也會增加。