日前，"2025上半年中国房企产品测评"全国入围项目正式进入项目展示阶段。 2025上半年中国房企产品测评 工作启动于4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6月3日揭晓。 详情请戳 《2025上半年中国房企产品测评入围榜》 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上半年 "全国十大高端/轻奢/品质 作品""全国好房子综合奖"等 ，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 福州保利天瓒 鼓楼内环滨水豪宅 国际艺奢超前之作 开发企业：保利发展 产品类型：高层住宅 建筑风格：现代 广州保利天奕 人生得奕须尽欢 开发企业：保利发展 产品类型：高层住宅 建筑风格：现代 上海潮鸣东方 绿城中国30周年 一号作品 上海西岸生息社区实践 开发企业：绿城中国 产品类型：高层住宅 建筑风格：现代 余姚臻园 金相玉质，写意东方 开发企业：绿城中国 品质入围项目 产品类型：合院 建筑风格：新中式 重庆龙湖·观萃 四代美学奢宅，南重庆高奢生活样本 开发企业：龙湖集团 建筑风格：现代 北京长安华曦府 五大亮点构筑卓越产品力助力 项 ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木Alpha Asia Pacific Equity Research 04 June 2025 Property Data Monitor Mainland China: data is softening; HK: mixed sell- through rates Mainland China Hong Kong SAR See page 16 for analyst certification and important disclosures, including non-US analyst disclosures. J.P. Morgan does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm may have a conflict of interest that could affect the objectivity of this re ...

在5月末举行的几场土拍中，多家民营房企强势拿地，引起业界广泛关注。 其中，在5月30日的广州土拍中，敏捷集团以总价33.2亿元连拿番禺区4宗宅地；在同日重庆举行的土拍中，海成集团以14.3亿元斩获重庆汽博地块。此外， 在5月27日的长沙土拍中，嘉信地产以总价8.68亿元、溢价率23%竞得洋湖片区一宗热门地块。 实际上，今年以来在公开市场拿地的民营房企较以往明显增多。中指研究院最新统计显示，今年前5月，拿地金额百强房企中有接近三成为民营房企。除滨 江集团进入拿地金额榜前十外，包括四川邦泰集团、浙江得力房产、重庆海成集团等多家民营房企进入拿地金额榜前四十行列。 在近几年的房地产行业调整期，土拍市场的主角一直是央国企和地方城投企业，此番民营房企拿地回暖，释放出什么样的信号？ 6月4日，中指研究院企业研究总监刘水通过微信向《每日经济新闻》记者分析指出，民营房企重返土拍市场，表明房地产市场信心正在逐步恢复。房企对未 来市场的预期有所改善，这有助于土地市场预期的修复，进而提振地方政府的土地财政预期。 多家民企"抢地"引关注 在近几年央国企和地方城投企业主导的土拍市场，近期却因为几家民营房企的强势拿地而备受关注。 5月27 ...

长期以来不算太热门的端午楼市档期，今年端午却有不错的表现。 羊城晚报全媒体记者走访了解到，于5月内全新发售的楼盘，热度延续到了端午假期，部分楼盘成交"亿亿声"，人气和成交都比较旺；端午档 期内才亮相的全新项目，现场也人气十足。业内人士表示，整体素质较高、配套带有确定性的好房子，能吸引更多购房者坚定入市。 三天假期成交四五亿，热盘成交持续活跃 端午假期的"龙舟水"下雨天气，也不会阻挡购房者的脚步。天河区高端项目、位于金融城板块的保利天曜，推出了120平方米产品专场，现场 人气很旺。从销售人员分享的成交记录看，该盘在5小时内已有6套总价千万元以上的单位成交，楼盘相关人士表示"成交非常好。"据统计，端 午期间该盘成交超4.3亿元。 珠江新城的凯旋新世界全新一期广粤观邸，端午期间则推出254-835平方米大宅新品，均为9层低密电梯洋房，一样受到关注。现场人士介绍， 新品首发当天就有大单成交，以将近半亿元的价格购下了一套200多平方米的单位。 海珠区的热盘绿城馥香园的成交同样很活跃，据介绍假期内成交达5亿元；琶洲高端项目保利天奕，端午首日就报收2亿元。 番禺区的龙湖亚伦·央璟颂一盘，据介绍端午假期到访478组，成交39 ...

来源：环球网 龙湖高端产品线力作——龙湖·御湖境，以一场现象级热销，为重庆高端人居树立全新价值坐标。 6.2亿元亮丽数据的背后，是高净值人群对稀缺资源的追逐，亦是对"国际滨水生活方式"的深度认同。 龙湖"御湖境系"产品，正以产品力与品牌势能，成为重庆塔尖人群争相收藏的滨水生活范本。 深耕重庆32载刷新品牌新高度 在之前的重庆首座"御湖境"产品发布会上，龙湖给出深耕重庆32载的答案："始于重庆，始终重庆"。 在重庆深耕的这32年，龙湖硕果累累：以16座天街的恢弘布局点亮重庆城；为重庆约40万户家庭、200 余个社区带来满意度超过90%的物业服务。从"一生一栋蓝湖郡"到"登峰造极舜山府"，从四代宅雏 形"揽境"到80天实现全盘售罄的"云河颂"，至今仍在影响着重庆高端市场的内核和审美。 而当市场开始批量生产四代宅时，龙湖又开始了新一轮的自我超越——在龙湖·御湖境打造四代高定作 品。 天赋稀贵，执掌城市滨水心脉。龙湖·御湖境所在的区域礼嘉核心区，是重庆城市发展的重要腹地与价 值高地，也是城市核心的心脏地带。 项目拥有"双天街+三公园+四轨交汇+顶级滨水四代宅"的超配规划，这样的资源聚合。值得一提的是， 龙湖·御湖境还 ...

Core Viewpoint - The real estate market in China has shown signs of stabilization and improvement since 2025, driven by financial policies and the implementation of special bonds, leading to better indicators in land auctions, housing prices, and inventory reduction [3][14]. Group 1: Market Trends - The overall real estate market has transitioned from merely addressing the availability of housing to focusing on the quality of housing, emphasizing the importance of building "good houses" to meet the needs of the public [14]. - The introduction of the "good house" concept in government reports marks a significant shift towards high-quality residential projects, which are expected to dominate new supply [3][14]. - The 2025 first half product evaluation revealed a total of 60 projects that met the criteria for high-end, light luxury, and quality categories, indicating a competitive landscape focused on product quality [13][14]. Group 2: Evaluation Process - The evaluation process for residential projects includes criteria such as design, living experience, interior decoration, community space, and project awards, ensuring a comprehensive assessment of product quality [13][14]. - The evaluation will culminate in the announcement of the "Top Ten High-end/Light Luxury/Quality Works" and the "Good House Comprehensive Award/Individual Awards" in late June [13][14]. - The evaluation process involves expert reviews and public voting, enhancing the credibility and transparency of the assessment [13][14]. Group 3: Industry Response - Real estate companies are actively responding to the "good house" strategy by enhancing housing quality and increasing configurations in similar product categories to boost competitiveness [14]. - The rise of AI technology is opening new possibilities for smart housing, aligning with the industry's goal to meet diverse living needs and improve the quality of life for buyers [14]. - The ongoing "Good House Tour" initiative aims to showcase award-winning projects and benchmark developments, fostering a platform for product quality exchange and collaboration within the industry [14].

Market Overview - The transaction volume in Kunming's real estate market slightly decreased last week, with an average transaction price of approximately 12,631 CNY per square meter, reflecting a 4% decrease week-on-week [1] - Total supply in the market was about 22,700 square meters, down 70% from the previous week, with 100 and 72 units supplied from two projects [1][3] - The total transaction area was approximately 58,800 square meters, showing a 1% decrease compared to the previous week [1] Project Performance - The top-performing projects included Xuhui Plaza and Botianfu, with a sales amount of about 42 million CNY and 22 units sold, achieving an average price of 14,674 CNY per square meter [3] - High-end improvement-type properties like Botian and Longhu New Hope continued to dominate sales, with average prices ranging from 18,023 CNY to 19,092 CNY per square meter [3] - Affordable housing projects such as Botian Yujiazhang and others maintained strong sales, with average prices between 9,384 CNY and 11,123 CNY per square meter [3] Land Supply and Development - No land supply or transactions occurred in Kunming's main urban area last week [4] - A new 30-class primary school is planned in the Northwest New City area, with a total investment of approximately 149 million CNY, set to start bidding in June [5][7] Infrastructure Development - The construction of the Guandu 398 Road, referred to as the "fourth vertical," is set to improve traffic conditions in the Wujia Ba area, with a total length of 2,579 meters [7][9] - The road will enhance connectivity in the area, with parts of the road already having completed foundational work, indicating a relatively low investment and short construction timeline [7][10] Auction and Hotel Status - The commercial land parcel for the招商翰林大观 project is scheduled for auction on July 2, with a starting price of approximately 67 million CNY [10][11] - The Dali Hilton Hotel recently failed to sell at auction, with an estimated value of about 1.093 billion CNY and a starting price of approximately 984 million CNY [11]

引言： 2025年5月29日，由全联房地产商会指导，亿翰智库主办，不如租房研究所协办的《2025中国租赁住房运营商百强峰会》在上海虹桥隆重举行，本届峰会 聚焦"新序·韧性"主题，从REITs到服务式公寓，从智能能耗到区域产品差异，再到行业报告发布与深度圆桌探讨，数位实战派大咖齐聚一堂。期间重磅发 布《2025中国租赁住房运营商综合实力TOP30研究成果》。 | 排名 | 企业名称 | 品牌名称 | | --- | --- | --- | | 1 | 万科企业股份有限公司 | 泊雷 | | 2 | 龙湖地产有限公司 | 冠富 | | 3 | 有巢住房租赁(深圳)有限公司 | 有巢 | | 4 | 招商局蛇口工业区控股股份有限公司 | 招商伊敦公寓 | | 5 | 上海领居公寓复理有限公司 | 领富国际 | | 6 | 雅诗阁有限公司 | 雅诗阁 | | 7 | 上海地产集团 | 城方 | | 8 | 协信汇商业运营管理有限公司 | 办信汇 | | 9 | 城家酒店管理有限公司 | 城家 | | 10 | 上海城投控股股份有限公司 | 城投需庭 | | 11 | 魔方(中国)生活服务集团有限公司 | 魔方公寓 | ...

Market Overview - On May 30, the A-share market experienced a decline, with the Shanghai Composite Index falling by 0.47%. The total trading volume for the day was 1.16 trillion yuan, with over 1,100 stocks rising and more than 4,100 stocks declining. There were 53 stocks that hit the daily limit up, while 19 stocks hit the limit down [1]. Sector Performance - The agriculture, forestry, animal husbandry, and fishery sector rose by 1.2%, led by concepts such as pork and poultry farming. Notable gainers included Juxing Agriculture and Animal Husbandry and Xiangjia Co., which hit the daily limit up [1]. - The innovative drug sector continued its strong performance, closing up by 1.56%, with eight stocks hitting the daily limit up, including Ruizhi Pharmaceutical and Hainan Haiyao [1]. Historical Highs - A total of 25 stocks reached their historical closing highs, with a focus on the pharmaceutical, banking, and transportation sectors. The average increase for these stocks was 5.64%, with notable gainers including Warner Pharmaceuticals and Limin Co. [1][2]. Institutional Trading - On May 30, ten stocks were net bought by institutions, with Sifang Precision and Shutai Shen receiving net purchases of 152 million yuan and 110 million yuan, respectively. Conversely, Haoyuan Pharmaceutical and Zhongchao Holdings faced net sell-offs exceeding 50 million yuan [3][4]. Northbound Capital - Northbound capital saw significant net purchases in five stocks, with Sifang Precision and Yunnei Power each receiving over 100 million yuan in net buys. The stock with the highest net sell was Rongfa Nuclear Power, with a net sell of 61.56 million yuan [5]. Corporate Announcements - Bohai Automobile plans to acquire stakes in several companies through a combination of share issuance and cash payment, with the stock expected to be suspended for up to 10 trading days starting June 3, 2025, due to this major asset restructuring [6]. - Aerospace Changfeng announced that it has been suspended from participating in military procurement activities, which may impact its logistics support equipment business in the short term [6]. - Lan Jian Intelligent proposed a share buyback plan using 10 to 20 million yuan of its own funds for employee stock ownership plans or equity incentives [6]. Fundraising and Projects - Vogt Optoelectronics intends to raise no more than 1.5 billion yuan for a MiniLED display backlight module project and to supplement working capital [8]. - China Communications Construction Company plans to repurchase shares worth 500 million to 1 billion yuan to reduce registered capital, with a repurchase price not exceeding 13.58 yuan per share [8].

某房企的产品负责人称，购房者买房更多是为了满足某种生活方式的需求，这些需求往往连购房者自己也未必能清晰表达，旁人更难以洞察。开发商不仅需 要深刻理解这些需求，还要将这些"看不见"的需求转化为具体的产品设计。 编者按：推开一扇门，有人看见三代同堂的烟火，有人撞见独自拼凑的晨昏，有人在精装样板间描摹未来，也有人从老照片打捞褪色的屋檐。 " 家 " 从来不 是千篇一律的钢筋水泥，而是无数种生活形态的容器。在本系列中，我们将从不同视角、不同锚点来探索和还原不同人眼中的 " 家 " 。 自2025年"好房子"国家标准颁布并生效以来，中海地产、保利发展、华润置地、招商蛇口等房企陆续公布了"好房子"产品系的具体内容及标准，"好房子"项 目也开始密集进入市场。 从各大房企已发布的"好房子"产品系内容看，多数房企的目标不仅限于提升得房率、优化阳台设计、增加层高、设置架空层或风雨连廊等显性标准，更注重 解决行业普遍痛点，满足用户的真实需求。 这位负责人称，由于行业长期习惯传统的开发模式，转变开发思维和工作方式颇为艰难。房企需从解决客户痛点和满足客户需求入手，不断完善产品，逐步 塑造自身的能力。 解决痛点 根据中指研究院2024年 ...