Core Viewpoint - The land supply significantly decreased while transaction volume reached a new high for the year, indicating a slight cooling in land auction enthusiasm [1]. Supply Summary - The land supply for the week was 2.26 million square meters, a decrease of 83% compared to the previous week. No residential land was supplied in first-tier cities. A total of 26 plots were offered, with an average plot ratio of 2.5. The highest starting price was for a residential plot in Wuhan at 880 million yuan, with a plot ratio of 2.96 and a planned building area of 207,000 square meters, resulting in a starting floor price of 4,251 yuan per square meter [2]. Transaction Summary - The total land transaction area for the week was 16.73 million square meters, an increase of 38% week-on-week, setting a new annual high. The total transaction amount reached 71.5 billion yuan, a week-on-week increase of 45%. The average premium rate was 2.3%, down by 0.8 percentage points from the previous week [2]. Key Transaction Areas - In Shenzhen, three residential plots were sold for a total of 4.744 billion yuan, with two plots sold at high premiums. The highest transaction was in Nanshan District, with a plot ratio of 3.48 and a starting price of 2.236 billion yuan, ultimately sold for 3.186 billion yuan, reflecting a premium rate of 42.49% and an average floor price of 77,360 yuan per square meter [3]. - Another high-premium plot in Shenzhen's Futian District was sold for 792 million yuan, with a premium rate of 65% and a floor price of 43,000 yuan per square meter. This was the first publicly auctioned pure residential land in 16 years in this area [4]. - Guiyang also saw a high-premium plot sold for 919 million yuan, with a premium of 17.2%, located in a core area with a plot ratio of 1.8 [4]. Key Transaction Rankings - The top transactions included a plot in Shenzhen sold to China Overseas for 3.186 billion yuan at a premium of 42% [8]. - Other notable transactions included plots in Foshan and Wuxi, with varying premium rates and floor prices [9].

日前，"2025年中国房企产品测评"全国入围项目进入项目展示阶段。 2025年中国房企产品测评 工作启动于9月中下旬，收到 企业及业内专家推选的优秀项目踊跃参评， 初选的入围项目已于12月3日揭晓。 详情请戳 《2025年十大作品全国20强揭晓》 本次所有入围项目仍将采用专家评审和网络票选结合的评选方式，最终评出 2025年 "全国十大高端/轻奢/品质作品""全国好房子"等奖项 ，目前相关测评工作正在有序进行 中。 点击图片查看入围项目详情 高端入围项目 绿城·宁波凤栖云庐 绿城「庐」系再进化，持续爆发的产品力 开发企业： 绿城中国 产品类型：高层住宅、叠墅、合院 建筑风格：现代、现代中式 杭州建发英冠·宸云 钱江世纪城核芯的中式低密大宅 开发企业： 建发房产、英冠控股 产品类型：高层住宅、叠墅 建筑风格：禅境中式 北京能建·東誉府 东三环·CBD·大望路·奢宅作品 开发企业：能建城发 产品类型：洋房、小高层，办公 建筑风格：现代 广州能建·天誉府 轻奢入围项目 ※ 免责声明：本公众号所提及项目信息（含视频）均来自公开资料，由企业授权提供，仅供参考借鉴，不作为要约、承诺及投资依据，最终以开发企业实际公示为准。 ...

Core Viewpoint - The article emphasizes that 2025 is seen as the year of AI implementation in real estate, with the launch of CRIC2025 marking a fundamental transformation in decision-making support models within the industry. This shift represents not just a technological upgrade but a comprehensive restructuring of work processes and execution methods [1]. Group 1: Full Process AI Transformation - CRIC2025 achieves significant cost reduction and efficiency improvement through full-process AI integration, utilizing a data architecture that intelligently reorganizes two decades of industry data from Ke Rui. This system includes traditional data such as transaction data and policy documents, as well as multidimensional information like population movement and urban planning, forming a data ecosystem that supports complex analysis and significantly reduces labor costs [2]. - The system constructs an intelligent analysis framework covering macro, meso, and micro dimensions, allowing for city development cycle assessments, regional value analyses, and project risk warnings. This multi-level analysis capability simplifies traditional workflows that required multiple analysts, enhancing analysis efficiency [3]. Group 2: Cost and Efficiency Benefits - The application of CRIC2025 has demonstrated multidimensional cost and efficiency benefits. For instance, a leading development company reduced its market analysis team from five to two members, saving over 1.5 million yuan annually while tripling analysis efficiency [5]. - The system transforms project feasibility report preparation time from weeks to just 2-3 hours, and market trend analysis can now be generated in real-time, significantly improving decision-making response times [5]. - The standardization of processes ensures the professionalism and consistency of output, with report accuracy exceeding 95%, thereby reducing decision-making risks associated with data errors [5]. Group 3: AI Workflow and Collaboration Ecosystem - CRIC2025 redefines the logic of data querying, providing answers to both "what" and "why" questions through an AI workflow model that automates complex tasks, requiring only 10-20% of human time for verification and decision-making [7]. - The system evolves from a smart tool to a collaborative ecosystem, redefining the relationships between people, data, and intelligent systems in the real estate industry. This transition allows professionals to focus more on strategic thinking and business innovation, fundamentally enhancing decision quality and response speed [8]. Group 4: Future Directions - The system aims to deepen its intelligent delivery capabilities by enhancing its understanding of complex business scenarios, improving multimodal output formats, and building collaborative capabilities through open interfaces for deeper integration with existing workflows [8]. - CRIC2025 is positioned as a new generation intelligent work platform that promotes human-machine collaboration and drives the industry towards a more efficient, transparent, and professional development phase [9].

以下文章来源于克而瑞产品测评 ，作者产品力研究中心 克而瑞产品测评 . 聚焦房地产产品、交付研究及产品力、交付力测评 1本月看点 HIGHLIGHTS 房企产品动态 华润置地"公园+"理念与城市共生。 客户趋势 住宅结构特征 购房者的智能化需求已从基础功能转向品质体验。 智能家居应成为集安全、便捷、健康、高效、娱乐于一体的综合解决方案。 1 - 11月，全国市场成交结构趋向大面积产品，以120㎡为分界线，更大面积段产品成交占比均同比持增，120㎡以下各面积段产品占比均不及去年同期.从总价段来看， 环渤海、长三角区域波动主要出现在最高和最低总价段，中西部和珠三角区域趋向低总价段。 1 - 11月，上海100- 1 20㎡成交居首位，且市场份额较去年同期继续提升6.1个百分点至34. 7%，120 - 160㎡产品占比也同期提升5. 1个百分点，其余面积段产品成交占比 均持稳或回落。成都市场集中于三房、四房，两者的市场份额均在四成以上，其中，三房、五房及以上产品的市场份额均不及去年同期，而四房同比提升0. 8个百分 （点击图片可放大查看） 以下为 2025年11月住宅产品月报· 缩略版 公区亮点："超配"策略重构 ...

Core Viewpoint - The article emphasizes the Chinese government's focus on stabilizing the real estate market and promoting urban renewal as part of the economic development strategy for the 14th Five-Year Plan, highlighting the importance of affordable housing and quality living conditions [1][3][12]. Group 1: Central Government Policies - The Politburo meeting set the tone for economic work in 2026, emphasizing stability, quality improvement, and the need for a strong domestic market while addressing existing market risks [2][3]. - The Central Economic Work Conference identified eight key tasks for 2026, with a focus on stabilizing the real estate market and promoting urban renewal as a separate priority under domestic demand [3][4]. Group 2: Local Government Initiatives - A total of 25 provinces and cities have released planning suggestions for the 14th Five-Year Plan, with a strong emphasis on affordable housing, quality living conditions, and urban renewal [5][6]. - Shandong Province introduced a "housing exchange" policy to support residents in upgrading their homes, which includes various models and financial support measures [7][8]. - Changsha has adjusted its housing provident fund policies to enhance home purchasing power, including new loan options and direct rental payment services [9][10]. Group 3: Market Trends and Observations - The frequency of policy announcements related to affordable housing and urban renewal has increased significantly, indicating a strong governmental push to stabilize the real estate market [12][14]. - The article notes that the focus on affordable housing and urban renewal is crucial for ensuring a stable supply of quality housing in the market, especially as urbanization trends evolve [16].

Core Viewpoint - The article emphasizes the transformative potential of AI in the real estate industry, highlighting the launch of the "AI-Ready" strategy by Deep Intelligence, which aims to integrate AI deeply into the real estate sector, marking a shift from efficiency tools to comprehensive system restructuring [1][4]. Group 1: Growth Path - The real estate industry in China is entering a "stock era," focusing on operational efficiency, with Deep Intelligence positioning itself as a leader in AI innovation for this sector [2]. - Deep Intelligence builds on a solid foundation from its parent companies, leveraging 30 years of industry experience and 20 years of big data expertise to establish a clear development path towards "AI + Real Estate" [2]. - The company has developed core products that match the capabilities of mid to senior-level employees, demonstrating a strong understanding of the real estate domain compared to other AI platforms [2]. Group 2: AI-Ready Framework - Deep Intelligence's "AI-Ready" framework signifies readiness across data, knowledge, technology, business, and organization, encapsulated in a structured intelligent architecture [3]. - This framework acts as a vertical "intelligent operating system," ensuring consistency and professionalism from strategy to execution, delivering value in efficiency, cost, and quality [3]. Group 3: Building a Strong Moat - Deep Intelligence constructs a robust moat through four core capabilities: data, knowledge, industry expertise, and technology, creating a dedicated AI space for real estate [7][8]. - The data moat involves upgrading extensive datasets into a structured database for AI model accessibility, while the knowledge moat transforms unstructured knowledge into verifiable and retrievable formats [7]. - The industry moat incorporates expert "thinking coding" into AI, enabling it to replicate expert-level business understanding, while the technology moat ensures the integration of cutting-edge AI capabilities into products [8]. Group 4: Application Scenarios - Deep Intelligence has launched a series of eight products covering three major real estate scenarios, marking a significant step in making AI a reliable productivity tool in the industry [9]. - The company has restructured decision-making workflows in real estate, allowing users to obtain comprehensive analysis reports in a fraction of the time previously required [10]. - The introduction of "digital employees" signifies a new organizational model where AI collaborates with human workers, enhancing efficiency in various real estate tasks [11]. Group 5: Future Collaboration - Looking ahead to 2026, Deep Intelligence aims to strengthen its core advantages, iterate on products based on industry feedback, and open its capabilities and data interfaces to foster more AI applications in real estate [14]. - The "AI-Ready" initiative is not just about technology readiness but also invites collaboration across the industry to co-create an intelligent future [14].

Core Viewpoint - The "2025 China Real Estate Product Evaluation" has entered the project display phase, with the initial shortlisted projects announced on December 3rd, following a vigorous selection process involving industry experts and enterprises [2]. Group 1: Evaluation Process - The evaluation will combine expert reviews and online voting to determine the final awards, including "Top Ten High-end/Light Luxury/Quality Works" and "National Good Houses" [3]. - The evaluation work is currently progressing in an orderly manner, with details of shortlisted projects to be released via the WeChat account "克而瑞产品测评" from December 9 to December 16 [12]. Group 2: Shortlisted Projects - High-end shortlisted projects include Beijing Runyuan, featuring a classic international architectural style [4]. - Light luxury shortlisted projects include Huazhu Sanya Haitang Yufu Phase II, characterized by a modern architectural style [6]. - Quality shortlisted projects include Jinan Wangyun, which exemplifies urban vacation and quality living [10]. Group 3: Industry Focus - Since 2018, the company has focused on changes in industry product strength, evolving from "product strength" to "product series" and "product," emphasizing delivery and value retention [12]. - The Product Strength 100 Working Group aims to promote valuable and replicable products and concepts within the industry, driving continuous upgrades in product strength [12].

投资销售比、土地成交/新房成交、新开工销售比、待售面积等指标持续改善 ◎ 文 / 马千里 12月15日上午，国家统计局如期发布2025年11月宏观经济和房地产数据。国民经济稳步增长，社零同比增速出现回落。地产 行业方面，因行业正处于转型发展的关键时期，再加之上年基数上升的影响，销售规模、房价、投资、国房景气指数均延续 调整。不过从具体城市和项目的角度来看，新房价格、项目去化率等方面仍存有结构性亮点，行业供求压力也在持续好转。 居民中长期贷款规模迎来止跌回升， 初步统计显示11月环比增长622亿元。当前房地产行业销售正处于调整关键期，中长期贷 款能够实现止跌，充分体现出行业运行的积极变化。近期央行行长发表署名文章明确，未来将强化房地产金融宏观审慎管 理，推动房地产市场平稳健康发展。而12月11日公布的经济工作会议报告也着重强调，要积极有序化解地方政府债务风险， 督促各地主动化债，坚决遏制新增隐性债务；同时优化债务重组与置换机制，通过多措并举化解地方政府融资平台经营性债 务风险。 展望未来，金融政策将更加聚焦行业风险管理，政策重心也将从侧重化解企业风险，进一步转向兼顾企业风险与地方债务风 险化解。这一调整将释放多 ...

VIEW 克而瑞研究中心 "每周研究精读" ， 聚焦宏观、行业、房企、土拍、产品、客需、榜单等多个研究 成果，与各界探讨行业运行逻辑、变数及未来趋势。 点击标题阅读全文 专题 2 025年民营房企仍然面临多重发展困境，仍有部分民营房企抓紧机会，在保证流动性稳定的同时取得了一定的发 展。整体看来，传统的规模房企和中小房企都有各自的发展路径，均取得了一定的成功。 观点 快评｜中央经济工作会议：锚定"十五五"开局，以"稳楼市+深改革"筑牢高质量发展基石 行业筑底之时，民营房企突围之道 降稳预期之外，更需锚定行业可持续发展的长效支点 热销项目 | 11月沪杭深豪宅去化率居前, 复合优势好房子热销 1 2月新房成交绝对量预期回升，城市间、项目间分化还将持续加剧 行业透视 | 房企亲子社群 "内卷" 实录：从泳池到课堂，谁在承包孩子的成长 房企找到能够匹配自身资源，符合自身品牌定位的亲子类社群，是当前要做好社群运营的主要问题之一。 研报 土地周报 | 成交规模再创新高，溢价率小幅回落（12.1-12.7） 第4 9周土地供应规模延续回落，成交规模再创年内新高，土拍热度小幅回落。本周重点城市监测范围内，土地供 应建筑面积为 ...

Core Viewpoint - The "2025 China Real Estate Product Evaluation" has entered the project display phase, showcasing outstanding projects selected by enterprises and industry experts [2][3]. Group 1: Project Evaluation Process - The evaluation process began in mid to late September 2023, with a significant number of excellent projects participating [3]. - The shortlisted projects were announced on December 3, 2023, and will be evaluated through a combination of expert reviews and online voting [3]. - Awards such as "Top Ten High-end/Light Luxury/Quality Works" and "National Good Houses" will be determined through this evaluation [3]. Group 2: High-end Projects - Notable high-end projects include "Shengji Diban, Puyin Green Oasis" developed by China Resources Land and China Overseas Property, featuring super high-rise residential buildings with a modern architectural style [5]. - Other high-end entries include "Shenzhen Bay Luanxi" and "Beijing Jianfa·Haiyan" [6]. Group 3: Light Luxury Projects - The "Changsha招商序" project, developed by Changsha招商, is a high-rise residential building with a modern architectural style [7]. - "Beijing Jianfa Jinmao·Guanchen" features Song Dynasty-style residences, developed by Jianfa Property and China Jinmao, with sizes ranging from approximately 110-165 square meters [9]. - "Suzhou Litang Senyu" is another high-rise residential project with a modern design, developed by Jingkai Guokong and Xuhui Construction Management [9]. Group 4: Quality Projects - "Hefei Jiachen" is a modern small high-rise and villa residential project developed by China Resources Land, emphasizing community warmth [10]. - "Jinan Yuezhuang·Tiancheng" is a high-rise residential project developed by Dayuecheng Holdings and Licheng Holdings, strategically located near a major transportation hub [10]. - "Dalian Langyue Chenwan" is a modern villa project developed by Dalian Langyue, showcasing elegant living [11]. Group 5: Future Developments - The evaluation work is ongoing, with the final results for the "Top Ten Works" and "National Good Houses" expected to be announced in early January 2026 [11].