Zhongzhi Research Institute: By 2025, the sales performance of the top 100 companies will diverge, and the reshuffle may continue.

On March 26, People’s Finance News reported that on March 26, the China Index Academy released the “2026 Research Report on China’s Top 100 Real Estate Enterprises,” indicating that in 2025, the sales performance of the top 100 enterprises will show differentiation. Thirty percent of enterprises will focus on core city layouts, advancing the construction of “good houses,” and maintaining precise investments, with relatively stable market positions; some enterprises will have weaker operational stability, and the reshuffling of the top 100 enterprises may continue. In the long term, during the 14th Five-Year Plan period, urban housing demand will still have a stable scale, with improvement demand becoming the core driving force of the incremental market. Urban renewal, stock asset operation, and construction agency sectors will become important development drivers for the industry.

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