8月，重点四城二手房新增挂牌量呈现季节性回升，但城市间分化显著。 ◎ 文/俞倩倩 8月以来重点城市二手房成交仍处于缓步下行通道，据CRIC监测数据，8月30个重点城市二手房成交面积环比降9%，同比持平，增 长动能放缓。究竟当前二手房业主挂牌积极性如何？热点城市中新增挂牌房源有存在哪些结构性分化特征呢？ 京沪深8月新增二手挂牌套数同环比齐增 沪深同比涨幅超5成 01 为了更好的分析二手房业主心态变化，我们主力聚焦了北京、上海、深圳、杭州等核心一二线城市，从CRIC监测的四城新增挂牌套 数来看，8月四城挂牌量季节性回升，京沪深同环比齐增，沪深同比涨幅均在5成以上。仅杭州一城同环比齐跌，业主挂牌积极性稳 步回落。 | 城市 | 8月 | 环比 | 同比 | | --- | --- | --- | --- | | 北京 | 17959 | 7% | 33% | | 上海 | 15534 | 16% | 21% | | 深圳 | 68865 | 7% | d4% | | 杭州 | 6801 | -3% | -28% | | | | 100万元 | 100-300 | 300-500 | 4/2017 . TTA . s ...

Core Viewpoint - The article emphasizes the critical role of artificial intelligence (AI) in driving innovation and transformation within the real estate industry, highlighting the need for collaboration and the establishment of industry standards to facilitate AI integration and application [2][4][5]. Group 1: AI Application Development - 2025 is identified as a pivotal year for the explosion of AI technology, with significant advancements in foundational models and various intelligent applications [3]. - The report by the CEO of Ke Rui Group outlines the current state, challenges, and future trends of AI applications in the real estate sector, based on extensive research of leading real estate companies [3]. Group 2: Policy and Strategic Focus - The current period is characterized as a golden age for AI policy benefits, with the government introducing a series of "AI+" and "urban renewal" policies aimed at deepening the integration of AI with traditional industries [4][5]. - The focus of these policies is on three core areas: deep integration of AI with traditional industries, building a new framework for digital China, and achieving high-quality urban development [5]. Group 3: Investment Trends in Real Estate - During the 14th Five-Year Plan, leading real estate companies saw a peak in digital investment at 150 million yuan in 2021, followed by a decline in subsequent years, indicating a cautious approach towards AI investment despite its anticipated importance [14]. - Over 90% of leading real estate companies expect AI to be operational within 1-2 years, but only about 40% anticipate an annual growth rate of 10-30% in AI investment [14]. Group 4: AI Application Characteristics - The real estate industry exhibits a dual characteristic in AI investment, with over one-third of enterprises (mainly state-owned enterprises) investing over 10 million yuan, while most remain at the million-yuan pilot stage [19]. - Domestic large models dominate the technology selection, with an average of 2.9 models adopted to meet diverse business needs, indicating a trend towards practical and adaptable technology architecture [19]. Group 5: AI in Real Estate Lifecycle - AI applications are identified in five core business scenarios within the real estate lifecycle: investment decision-making, design and construction, marketing services, property services, and real estate operations [29][30]. - AI is transforming investment decision-making from experience-based judgments to data-driven strategies, enhancing efficiency in construction processes, and revolutionizing marketing and customer engagement [30]. Group 6: Challenges in AI Implementation - The primary challenges in AI application include technology and talent shortages, with many enterprises still evaluating the reliability of AI technologies and facing difficulties in utilizing unstructured data [22][24]. - Data silos are a significant issue, with over 70% of companies experiencing moderate to severe data isolation, hindering effective data integration and AI training [26]. Group 7: Talent Shortage and Organizational Response - A shortage of composite AI talent, particularly those who understand both business and technology, is a critical bottleneck for enterprises [28]. - Companies are actively addressing this by providing systematic AI skills training and gradually replacing repetitive roles with AI, indicating a shift towards internal transformation and external talent acquisition [28]. Group 8: Future Directions and Collaboration - The article concludes that the release of AI application value is a long-term process, requiring strategic patience and systematic implementation across various paths, including high-quality data construction and talent cultivation [59]. - Ke Rui and the China Real Estate Association's AI Application Subcommittee are collaborating to launch an industry AI application development cooperation plan, aiming to summarize and promote intelligent practices in the real estate sector [61].

9/23 13:30-17:00 Shanghai 全球视野·中东机遇 2025中东不动产投资高峰论坛 - 克而瑞 X Asia Bankers Club X Aldar - VIEW 阿联酋作为全球房地产投资的战略高地，已成为海外资本布局中东的核心枢纽。迪拜与阿布扎比作为阿联 酋经济双核，未来5-10年将持续引领中东房地产市场的差异化繁荣，为全球投资者提供高潜力、多元化的 投资机遇。 克而瑞联手Asia Bankers Club 首发 《2025上半年阿联酋住宅市场趋势报告》 ，以专业、权威的视角深度 解读阿联酋核心市场不动产投资格局与机遇。 全球视野 #中阿合作战略指南 ： 复旦大学经济研究所所长 独家解读全球格局变动中，中阿产业协作的新支点与政策红 利。 基于此，克而瑞研究中心于9月23日在上海举办 「2025年中东不动产投资高峰论坛」 ，本次论坛以 "全球 视野·中东机遇" 为核心，汇聚 中阿政企领袖、国内前沿学者、全球资本战略专家以及国内标杆企业高管 ，深度解读中东市场投资逻辑与"一带一路"合作新路径，为投资者提供前瞻性战略参考。 9月23日，与克而瑞一起共探阿联酋不动产投资置业之变化与机遇。 高含 ...

9月市场热度延续高位波动，得益于核心城市热盘集中入市+项目强销期加强了营销力度，带动了短期项目去化率同比持增。 ◎ 文/俞倩倩 据 CRIC监测数据 ， 重点 30城9 月前 14日 成交面积达 159.3万平方米，与去年同期 下降 6% 。市场呈现出同比降幅放缓的弱复苏特征， 从短期市场热度来 看， 9 月市场热度延续高位 ： 据 CRIC监测数据，9月 上半月重点 30城项目开盘去化率为 38%，较 2 025年8 月全月微降 4 pcts,与 2 024年9 月全月相比增 长 11pcts。 我们选择了部分典型城市，大体分为以下三类： 第一类为前期热度较高的核心一二线城市，以北京、上海、深圳、杭州、成都为典型代表，各城市项目去化率受新盘供给质量影响较大，沪深杭蓉热度好于 去年同期。 第二类武广州、武汉、天津等弱复苏类城市，因热盘集中入市，来访、认购低位回升，整体客户转化率有转增态势； 第三类还有还有部分城市诸如西安、郑州、南京等，认购量稳中有降致使客户转化率高位回落、一降再降，购房观望情绪依旧浓厚，短期来看增长后劲略显 不足。 2025年以来整体楼市延续止跌企稳走势，3 -4月传统"小阳春" 后， 5 ...

2025年，中国房地产行业在深度调整中加速向"品质时代"转型。尽管政策端通过"白名单"机制持续强化保交付托底作用， 但受市场销售规模收缩影响，行业整体交付体量同比下滑，房企普遍面临"规模缩减"与"品质升级"的双重挑战。 在此背景下，交付品牌影响力成为房企品牌核心竞争力。它不仅是企业综合实力的具象化表达，更是市场信任度、客户忠 诚度与行业话语权的关键衡量，通过整合产品力、服务力与社会责任，构建差异化的价值标签。 克而瑞首次发布房企交付品牌影响力TOP20榜单，旨在以数据化、多维度的评估体系，挖掘行业标杆实践，为房企提供战 略升级的参考框架，为购房者建立品质选择的科学依据，最终推动行业从"规模竞争"迈向"价值共生"的新阶段，让交付力 成为房企穿越周期的确定性力量。 企业交付品牌影响力指标体系共分为四大维度9个细项，分别从"交付市场占有率""交付推广与传播""行业奖项与认证""美誉 度与舆情管控"等四个维度对企业交付品牌影响力进行测评。 | | 表:企业交付品牌影响力指标体系 | | --- | --- | | 一级指标 | 二级指标 | | 交付市场占有率 | 交付规模 | | | 交付项目个数 | | 交付推广 ...

Core Viewpoint - The UAE has emerged as a strategic high ground for global real estate investment, positioning Dubai and Abu Dhabi as the economic dual cores that will continue to lead the differentiated prosperity of the Middle Eastern real estate market over the next 5-10 years, offering high-potential and diversified investment opportunities for global investors [2]. Event Overview - The "2025 Middle East Real Estate Investment Summit" was held by CRIC Research Center on September 23 in Shanghai, focusing on "Global Vision, Middle East Opportunities" and gathering leaders from China and the Arab world, scholars, global capital strategy experts, and executives from benchmark companies to deeply interpret the investment logic of the Middle East market and new paths for "Belt and Road" cooperation [2]. Key Participants - The event featured a distinguished lineup of speakers, including: - Dr. Ding Zuoyu, Chairman of CRIC Group - Professor Luo Changyuan, Director of the World Economy Research Institute at Fudan University - Jonathan Emery, CEO of Aldar Development - Senior executives from Shanghai Construction Group and leading Asian real estate investment companies [4]. Report Release - The "2025 Mid-Year UAE Residential Market Trend Report" was released, marking the first disclosure of local strategies for overseas projects by domestic industry benchmark real estate companies [5]. Agenda Highlights - The agenda included various thematic speeches and a roundtable discussion, covering topics such as: - Trends in the UAE residential market for 2025 - New directions for China-Arab cooperation under the new international situation - Brand synergy under government-enterprise collaboration - Localization strategies for overseas projects based on Chinese experiences - Asset pricing choices based on risk-return ratios [6]. Recognition Ceremony - An award ceremony for Aldar was held at the end of the event, recognizing outstanding contributions in the real estate sector [6].

Core Viewpoint - The report highlights the comprehensive capability assessment results of Chinese real estate companies in the construction management sector for the first half of 2025, indicating a stabilization in growth after a slowdown in 2024, with a total contracted area of 1.019 billion square meters, reflecting a 25% year-on-year increase [12][21]. Part 1: Ranking Release - The ranking of the top 30 construction management companies was released, showcasing various firms such as New Town Construction Management, Greenland Intelligent Manufacturing, and others [5][6]. - The assessment includes companies engaged in professional construction management and development activities in mainland China, excluding general contracting companies [7]. Part 2: Ranking Interpretation - The construction management market has reached a new high in penetration rate but is experiencing a slowdown in growth, with over 100 real estate companies involved in construction management, leading to increased competition and market saturation [12][15][16]. - The top three companies in comprehensive capability are Greentown Management, Blue City Group, and Runze Management, demonstrating strong market recognition and operational efficiency [17][18]. Part 3: Market Dynamics - The total contracted area of the top 30 companies reached 1.019 billion square meters, with significant contributions from emerging firms, while established players like Greentown Management and Blue City Group maintain substantial market shares [21]. - The competitive landscape is characterized by stability among top-tier firms, while mid-tier and lower-tier companies face significant challenges and potential elimination [19]. Part 4: Strategic Insights - Companies are encouraged to explore niche markets and enhance service quality to sustain growth in a competitive environment, focusing on areas such as urban renewal and affordable housing projects [25][27]. - Emphasizing internal capabilities such as operational stability, professional delivery, and value creation is crucial for establishing long-term partnerships with clients [27].

2025年第37周 Weekly 2025年9月8日-2025年9月14日，第37周土地供应规模小幅上升，成交规模小幅回落，土拍热度则较上 周显著下降。本周重点城市监测供应土地建筑面积为487万平方米，环比上升5%，成交建筑面积为193 万平方米，环比下降5%。本周优质宅地出让频次下降，土拍热度同步回落，平均溢价率3.2%，再度回 落至年内低位。 供应：本周供应建筑面积487万平方米，环比上升5%。 本周一线城市中上海集中挂牌了6宗宅地，总 起拍价格 达到185亿元，深圳南山区也有一宗宅地挂牌，起拍价9.5亿元。 重点城市本周供应含宅用地62宗，平均容积率 1.83，无锡、徐州、宣城等城市平均容积率均不高于1.8。 重点供应地块方面，上海在本周进行了2025年8批次集中挂牌，其中4宗地起始价高于20亿元。起拍底价最高的 是静安区不夜城地块，出让底价70.96亿元，容积率3.33，地块住宅占比约73%,起拍楼板价7.08万元/平方米， 是本批次唯一一宗内环内地块，距离苏州河仅200米，项目限高150米，未来将建成超高层地标，俯瞰苏州河景 观。2025年7月，位于苏州河上游约2公里的静安北宅地由中海溢价10%竞得 ...

9/23 13:30-17:00 Shanghai 全球视野·中东机遇 2025中东不动产投资高峰论坛 - 克而瑞 X Asia Bankers Club X Aldar - VIEW 阿联酋作为全球房地产投资的战略高地，已成为海外资本布局中东的核心枢纽。迪拜与阿布扎比作为阿联 酋经济双核，未来5-10年将持续引领中东房地产市场的差异化繁荣，为全球投资者提供高潜力、多元化的 投资机遇。 基于此，克而瑞研究中心于9月23日在上海举办 「2025年中东不动产投资高峰论坛」 ，本次论坛以 "全球 视野·中东机遇" 为核心，汇聚 中阿政企领袖、国内前沿学者、全球资本战略专家以及国内标杆企业高管 ，深度解读中东市场投资逻辑与"一带一路"合作新路径，为投资者提供前瞻性战略参考。 9月23日，克而瑞诚邀您共探阿联酋不动产投资置业之变化与机遇。 论坛亮点 深度干货·豪华嘉宾阵容 丁祖昱博士 （克而瑞集团董事长）联手 复旦大学经济研究所所长 阿联酋龙头房企ALDAR首席执行官 上海建工集团海外业务高管 亚洲领先房地产经济投资公司及跨境投资平台掌舵者 圆桌论坛跨界对话"一带一路引领下的中外投资潜力" 重磅发布·独家内容首发 重磅 ...

◎ 文 / 沈晓玲 在房地产行业进入精细化运营时代，社群运营已成为房企提升客户粘性、塑造品牌差异化的关键抓手。邦泰作为深耕地产领域的企业，以"泰有位"社群为核心载 体，通过创新模式与扎实落地，在社群运营赛道上崭露头角。 顶层设计：以"向上向善"为品牌基因 搭建"泰有位"社群体系 01 邦泰集团 以"责任地产"为品牌定位，"泰有位"作为其社群品牌， 诞生的初心源于对社会现状的深刻审视。当下社会中，人们面临着诸多焦虑与压力，邦泰通过社 群关照这些社会痛点，精准捕捉现代都市人"身心平衡"的核心诉求，通过将个体健康需求与社会价值创造有机融合，构建了兼具活力与温度的新型社区关系网络， 形成"生活多彩-情感连接-精神共鸣"的完整价值链条。 "泰有位"社群从邦泰集团"向上、向善"的品牌基因出发，以"快乐共享 健康同行"为社群主张，致力于创造阳光平等的温暖关系场 ，让更多人远离焦虑抑郁，感知 健康快乐人生，帮助业主在社区中找到属于自己的位置，感受到生活的意义与温度，成为内核稳定、精神强大的个体，拥抱物质丰盈、低压舒适的生活。 ▲ 邦泰"泰有位"社群 在组织架构上，邦泰集团社群运营的顶层设计采用 "横向链接社会资源，纵向搭建垂 ...