Core Insights - Chengdu's new housing market demonstrated strong resilience in 2025, with total transactions reaching 91,858 units and an average unit size of approximately 131.27 square meters, likely leading the nation in new home sales for the third consecutive year [1] - The market's performance is attributed to continuous product iteration and improvements in residential design, driven by macro policy optimization and a focus on product value [1] - Buyers are increasingly seeking refined living experiences, with features like independent elevator access and multifunctional community spaces becoming standard in high-quality projects [1] Market Dynamics - In 2025, five companies in Chengdu's real estate sector achieved sales exceeding 10 billion yuan, indicating a reduction in the number of top-tier firms and an increase in industry concentration [3] - China Resources Land maintained its leading position with a sales amount of 12.268 billion yuan, supported by projects like Huachengfu and Tiancheng Shangyuan, which emphasize differentiated living environments [3][5] - Chengdu Rail City topped the sales area chart with approximately 510,000 square meters, leveraging a comprehensive TOD development model [5] High-End Market Trends - The introduction of premium product lines by major developers, such as Jianfa's "Haiyao" and Beike's "Beicheng S1," reflects the market's vitality and residential value [7] - Jianfa's Haiyao achieved a record average price of 84,952.16 yuan per square meter, setting a benchmark for high-end living in Chengdu [7][8] - The high-end market saw a historic peak in the supply and sales of properties priced over 10 million yuan, with over 140 transactions for homes priced above 20 million yuan [10] Unique Project Highlights - Projects like Chengdu Jiabai Road and LACADIERE Tianlan have distinguished themselves through unique product offerings and resource advantages, attracting significant market interest [11][13] - Jiabai Road's new club at 200 meters high and LACADIERE Tianlan's panoramic views and international design have set them apart in the competitive landscape [11][13] - The ecological development of Mulu Lake Ecological City, with its community-driven cultural events, has contributed to its nearly 10 billion yuan sales performance in 2025 [16] Structural Market Shift - Chengdu's real estate market is transitioning from a scale-driven approach to a product-driven one, with buyers increasingly valuing community ecology and long-term value [16] - The competition is shifting towards product strength and community operation capabilities, which are essential for companies to navigate market cycles effectively [16]

保利发展1月9日公告，2025年12月，公司实现签约面积69.71万平方米，同比减少19.33%；签约金额 121.64亿元，同比减少18.94%。2025年1-12月，公司实现签约面积1235.34万平方米，同比减少31.24%； 签约金额2530.30亿元，同比减少21.67%。由于销售过程中存在各种不确定性，上述销售数据可能与定 期报告披露的数据存在差异，相关数据以公司定期报告为准。 ...

每经头条（nbdtoutiao）——20余省份机制电价揭晓！上海比山东高84%，浙江比辽宁高31%⋯⋯专家： 企业用电成本仍有下降空间 每经AI快讯，保利发展1月9日晚间发布公告称，2025年12月，公司实现签约面积69.71万平方米，同比 减少19.33%；签约金额121.64亿元，同比减少18.94%。2025年1-12月，公司实现签约面积1235.34万平方 米，同比减少31.24%；签约金额2530.3亿元，同比减少21.67%。 （记者 王晓波） ...

自公司《关于本公司获得房地产项目的公告》（公告编号 2025-102）披露 以来，公司新增加房地产项目 10 个，项目信息如下（具体位置详见附图）： 由于项目开发过程中存在各种不确定性，上述数据可能与定期报告披露的数 据存在差异，相关数据以公司定期报告为准。 序号 项目名称 获取 方式 土地 用途 用地 面积 规划容积 率面积 我方需支 付价款 权益 比例 1 广州市海珠区 南泰路北侧地块 招拍挂 住宅 42,208 143,507 350,000 100% 2 广州市白云区 云城东路东侧地块 招拍挂 住宅 22,870 52,601 198,324 100% 3 上海市嘉定区 封杨路东侧地块 招拍挂 住宅 20,958 48,203 75,911 50% 4 佛山市南海区 五岭路北侧地块 招拍挂 住宅 52,741 126,579 126,579 100% 5 佛山市南海区 黎边路东侧地块 招拍挂 住宅 70,394 183,025 219,630 100% 6 合肥市肥西经开区 青龙潭路北侧地块 招拍挂 住宅 13,970 32,131 16,764 100% 7 重庆市两江新区 金源路西侧地块 招拍挂 ...

保利发展控股集团股份有限公司 董事会 2025 年 12 月，公司实现签约面积 69.71 万平方米，同比减少 19.33%；签约 金额 121.64 亿元，同比减少 18.94%。 2025 年 1-12 月，公司实现签约面积 1235.34 万平方米，同比减少 31.24%； 签约金额 2530.30 亿元，同比减少 21.67%。 由于销售过程中存在各种不确定性，上述销售数据可能与定期报告披露的数 据存在差异，相关数据以公司定期报告为准。 特此公告。 | 证券代码：600048 | 证券简称：保利发展 | 公告编号：2026-002 | | --- | --- | --- | | 转债代码：110817 | 转债简称：保利定转 | | 2025 年 12 月份销售情况简报 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 二〇二六年一月九日 ...

人民财讯1月9日电，保利发展（600048）1月9日公告，2025年12月，公司实现签约面积69.71万平方 米，同比减少19.33%；签约金额121.64亿元，同比减少18.94%。2025年1—12月，公司实现签约面积 1235.34万平方米，同比减少31.24%；签约金额2530.30亿元，同比减少21.67%。 ...

保利发展公告，2025年12月，公司实现签约面积69.71万平方米，同比减少19.33%；签约金额121.64亿 元，同比减少18.94%。2025年1-12月，公司实现签约面积1235.34万平方米，同比减少31.24%；签约金 额2530.3亿元，同比减少21.67%。 ...

保利发展公告称，自《关于本公司获得房地产项目的公告》（公告编号2025 - 102）披露以来，新增加 10个房地产项目，获取方式均为招拍挂，土地用途主要为住宅，部分为商住。用地面积合计329,634平 方米，规划容积率面积832,567平方米，公司需支付价款合计110.86亿元。权益比例多数为100%，上海 嘉定区地块为50%，太原小店区地块为70%。因项目开发存在不确定性，数据以定期报告为准。 ...

保利发展公告称，2025年12月，公司实现签约面积69.71万平方米，同比减少19.33%；签约金额121.64 亿元，同比减少18.94%。2025年1-12月，实现签约面积1235.34万平方米，同比减少31.24%；签约金额 2530.30亿元，同比减少21.67%。因销售存在不确定性，销售数据可能与定期报告存在差异，以定期报 告为准。 ...

Core Viewpoint - The 2025 China Real Estate Product Power TOP 100 conference highlighted the industry's shift towards product quality and innovation, emphasizing the "Good House" strategy as a key focus for leading real estate companies [1][10][18]. Group 1: Conference Overview - The conference featured nearly a hundred industry professionals and experts discussing the positive trends in product power innovation within the real estate sector [3]. - The event marked the release of four major rankings related to product power, including the "TOP 100 Real Estate Companies" and the newly introduced "Good House" ranking [5][10]. Group 2: Product Power Rankings - Green City China topped the rankings, followed by Poly Developments and China Resources Land in second and third place, respectively [10]. - The rankings reflect a significant shift in the industry, with companies focusing on safety, comfort, sustainability, and intelligence as core dimensions of their product strategies [10][18]. Group 3: Industry Trends and Innovations - The "Good House" strategy is characterized by a focus on safety, comfort, green living, and smart technology, with an emphasis on creating a closed-loop system through quantifiable technical standards [10][18]. - The industry is transitioning from being mere "space providers" to "technology solution providers," enhancing competitive barriers through standardized technology and service ecosystems [10]. Group 4: Research and Development - The Product Power 100 working group has been conducting evaluations since 2018, continuously improving the assessment model to enhance its authority and relevance [5][12]. - The 2025 evaluations will focus on new product trends, including the "Good House" system, and will explore various hot topics such as "four generations of housing upgrades" and "community amenities" [12][18]. Group 5: Challenges and Solutions - The market is facing challenges where good products do not necessarily translate to good sales due to various pressures, including a cautious buyer sentiment and product homogeneity [24][25]. - To overcome these challenges, companies must deeply understand market dynamics, customer insights, and product refinement to create truly marketable "Good Houses" [26][30]. Group 6: Customer-Centric Approach - The evolving customer demands necessitate a shift from merely meeting physical housing needs to addressing emotional and cultural aspects of living spaces [65]. - Companies are encouraged to conduct in-depth customer research to identify core needs and integrate these insights into the entire development process [71]. Group 7: Future Outlook - The 2025 "Good House" policy by the Ministry of Housing and Urban-Rural Development is seen as a pivotal factor for the future of the real estate industry, with significant improvement potential in existing housing stock [18]. - The industry is expected to transition towards a system of competition that integrates product quality, customer research, and operational efficiency, paving the way for high-quality development in the housing market [35].