{"slug":"poly-real-estate","name":"폴리부동산(바오리)","name_en":"Poly Real Estate","ticker":"600048.SS","updated_at":"2026-07-11T10:21:42.295+00:00","canonical":"https://valuechain.wiki/poly-real-estate","kicker":"SSE 50 (상해)","kicker_en":"SSE 50 (Shanghai)","lead":"중국 대형 국유 부동산 개발사로 주거용 부동산 개발을 중심으로 전국에서 사업을 벌이는 기업이다. 상해거래소 SSE 50 구성종목. 밸류체인 관계·수치 데이터는 조사 전인 기본 노드로, AI 질문 수요가 관측되면 상세 노드로 승격된다.","lead_en":"A large Chinese state-owned property developer focused on residential development across the country. SSE 50 (Shanghai) constituent. Baseline node ahead of value-chain research; promoted to a full node once AI question demand is observed.","segments":{"parts":[{"name":"부동산 개발"},{"name":"부동산 서비스·임대"}],"total":"약 ¥3,468억 (FY2023)"},"segments_en":{"parts":[{"name":"Property development"},{"name":"Property services & leasing"}],"total":"approx. CN¥346.8B (FY2023)"},"returns_yearly":{"2021":21,"2022":3.7,"2023":-37.3,"2024":-8.4,"2025":-16.4,"2026":-28.8},"return_asof":"2026-07-10","value_chain":{"leading":[],"benefiting":[],"analysis":null,"analysis_en":null,"analysis_asof":null},"edges":[]}