人民财讯12月5日电，12月5日，广州海珠区1涉宅用地出让，用地性质为住宅用地兼容商业用地、中小 学用地，用地出让面积42208㎡，规划建筑面积143507㎡，容积率3.4，起始价27.5亿元，起始楼面价 19163元/㎡。该地块经过76轮竞价，最终由广州市邦杰置业有限公司(保利发展（600048）)以总价35亿 元竞得，成交楼面价24389元/㎡，溢价率27.3%。 ...

Core Viewpoint - The bidding for the AH0124032 land parcel in Haizhu District lasted over three hours, with Poly winning the bid at a total price of 3.5 billion yuan, reflecting a premium rate of 27.27% and a floor price of 24,389.05 yuan per square meter [1]. Group 1: Land Parcel Details - The land parcel is classified as a second-class residential land compatible with commercial and educational uses, covering an area of 42,208 square meters, with a calculated floor area of 143,507 square meters and a floor area ratio of 3.4 [2]. - The initial auction price was set at 2.75 billion yuan, with a starting floor price of 19,162.8 yuan per square meter [2]. Group 2: Regulatory Changes - The floor area ratio was reduced from 4.5 to 3.4, and the total building area decreased from 190,000 square meters to 143,507 square meters, enhancing residential comfort [4]. - The maximum building height for residential units is capped at 100 meters, allowing for a maximum of 33 floors based on a minimum floor height of 3 meters [4]. Group 3: Educational and Commercial Developments - The area designated for educational use increased to 20,200 square meters from the previous 17,000 square meters, retaining the existing Haifu Primary School and potentially introducing a new campus for Changgang Middle School [6]. - The commercial land area is set at 27,800 square meters with a floor area ratio of 7.2, allowing for the development of a large commercial complex of 200,000 square meters, which could significantly reshape the commercial landscape in Haizhu West [6]. Group 4: Community Features - The regulatory changes also include adjustments to green spaces and public areas, with a total of approximately 16,800 square meters allocated for parks and green spaces, enhancing community amenities for residents [6]. - The AH0124032 land parcel is characterized as a "fully-equipped" land parcel in Haizhu West, distinguishing it from smaller developments in the area [6][9].

Core Viewpoint - The article highlights the remarkable sales performance of high-end residential properties in China, particularly in the Greater Bay Area, indicating a potential recovery in the real estate market despite overall sluggishness in the sector this year [1][4]. Group 1: High-End Residential Sales - The launch of Shenzhen Bay Luanxi achieved a sales record of approximately 13 billion yuan in a single day, setting a new benchmark for new home sales in 2023 [1]. - The Guangzhou project, Poly Yuexi Bay, also recorded over 10 billion yuan in sales on its opening day, marking it as the first "billion-dollar opening" project of the year [1][6]. - The strong performance of these high-end projects is seen as a positive signal for the market, suggesting that demand exists among high-net-worth individuals despite a generally cautious market environment [1][10]. Group 2: Market Dynamics - The overall real estate market in Guangzhou and Shenzhen remains subdued, with new home sales showing a slight increase but still reflecting a trend of "price for volume" [8][9]. - In November, Shenzhen's new home transactions increased by 8.1% month-on-month, while Guangzhou's second-hand home transactions saw a significant rise of 22.89% [8]. - The high-end residential market is expected to continue attracting buyers, with upcoming projects like CITIC Xinyue Bay and others poised to enter the market, potentially releasing pent-up demand [9][10]. Group 3: Future Outlook - The sustained demand for high-end residential properties could lead to a broader market recovery, as these sales may stimulate land acquisition enthusiasm among developers and boost buyer confidence [10]. - Analysts suggest that the successful sales of high-end properties can facilitate the replacement demand among existing homeowners, which is crucial for the sustainable development of the new high-end market [10].

保利在佛山拿下第四宗地块。12月4日，保利发展（600048）以底价12.66亿元竞得佛山南海区桂城石石 肯一宗江景商住地，楼面价约1万/㎡。该地块用地性质为城镇住宅用地兼容零售商业用地、餐饮用地、 旅馆用地，总用地面积52741.15㎡，规划建筑面积126578.76㎡，容积率2.4。该地块毗邻半月岛湿地公 园，坐拥一线东平河头排江景，且周边有怡海三小、五小，石门教育集团托管的石 并可申请成为"第四代住宅"试点项目。 ...

Core Viewpoint - Poly Developments has successfully acquired its fourth land parcel in Foshan, indicating its ongoing expansion strategy in the region [1] Group 1: Land Acquisition Details - On December 4, Poly Developments won a commercial and residential land plot in the Nanhai District of Foshan for a base price of 1.266 billion yuan [1] - The floor price for the land is approximately 10,000 yuan per square meter [1] - The total land area is 52,741.15 square meters, with a planned construction area of 126,578.76 square meters and a plot ratio of 2.4 [1] Group 2: Land Use and Location Advantages - The land is designated for urban residential use, compatible with retail, dining, and hotel purposes [1] - It is located near the Hanyue Island Wetland Park, offering a prime river view along the Dongping River [1] - The area is well-served by educational resources, including nearby schools and large commercial centers such as Jinbo Center and Pengruili Plaza [1] Group 3: Planning Conditions - The planning conditions specify that only units with a construction area of over 140 square meters can enjoy a 30% exemption on balcony area [1] - The project may apply to become a pilot project for "fourth-generation residential" developments [1]

Core Viewpoint - The high-end residential market is showing independent performance amidst a sluggish overall market, with significant sales recorded for new projects in Shenzhen and Guangzhou [1] Group 1: Sales Performance - Shenzhen Bay Zhuanxi, developed by China Resources Land and China Overseas Land, achieved a single-day sales record of approximately 13 billion yuan, setting a new benchmark for new home sales in 2023 [1] - Guangzhou's Poly Yuexi Bay also reported over 10 billion yuan in sales during its first opening, marking it as the first "billion opening" project nationwide this year [1] Group 2: Market Trends - Despite the strong sales of high-end residential properties, the overall market in Guangzhou and Shenzhen is stabilizing but has not fully recovered [1] - The current market shows a trend of "price for volume," indicating that while transaction numbers are stable, price performance is under pressure [1] Group 3: Future Outlook - High-end residential properties are viewed as a form of asset allocation, allowing them to maintain a relatively independent market performance [1] - If the strong sales of high-end properties can stimulate the land market and boost developers' enthusiasm for land acquisition, it may enhance buyer confidence and contribute to overall market stabilization [1]

现市场评估价41.91亿元。 12月3日，东莞市自然资源局发布《东莞市人民政府拟收回收购国有建设用地公示》，拟动用地方政府 专项债券资金，以39.81亿元总价收回保利、招商、旭辉联合体2021年竞得的黄江镇北岸社区、宝山社 区2021WR011地块，较当年1.89万元/平方米成交楼面价折价81%。该地块原计划投资76.9亿元，打造40 万平方米城市综合体，现市场评估价41.91亿元。 ...

来源：环球网 【环球网综合报道】12月3日，保利发展控股集团股份有限公司（简称"保利发展"）发布公告，宣布控 股股东保利南方集团有限公司（简称"保利南方"）无偿划转国有股份完成过户登记，控股股东发生变 更。 公告显示，保利发展控股股东保利南方集团有限公司，将其持有的4,511,874,673股股份（占总股本的 37.69%），无偿划转至实际控制人中国保利集团有限公司（简称"保利集团"）。 近日，保利发展收到保利集团发来中国证券登记结算有限责任公司出具的《证券过户登记确认书》，确 认上述无偿划转的股份过户登记已办理完毕。 本次无偿划转完成后，保利集团直接持有保利发展股份4,874,942,462股（占总股本的40.72%），保利南 方不再持有公司股份。 保利发展表示，本次国有股份无偿划转不会导致公司实际控制人发生变更，不会对公司正常生产经营活 动产生不利影响。 利发展 图源：保 ...

Core Viewpoint - The high-end residential market is showing independent performance amidst a sluggish overall market, with significant sales recorded for new projects in Shenzhen and Guangzhou, indicating a potential shift in market sentiment and demand for premium properties [1][3][4]. Group 1: High-End Residential Sales - Shenzhen Bay Luanxi achieved a sales record of approximately 13 billion yuan on its opening day, setting a new benchmark for new home sales in China this year [1][3]. - Poly Yueshi Bay in Guangzhou also reported over 10 billion yuan in sales on its opening day, marking it as the first "100 billion opening" project of the year nationwide [1][4]. - The sales performance of these projects exceeded market expectations, suggesting a strong demand for high-end properties despite a generally subdued market [1][3]. Group 2: Market Dynamics - The overall real estate market in Guangzhou and Shenzhen has been characterized by a cautious sentiment, with some projects resorting to price reductions to stimulate sales [1][5]. - Recent data indicates a slight recovery in transaction volumes, with new home sales in Shenzhen increasing by 8.1% month-on-month in November, while Guangzhou's second-hand home transactions rose by 22.89% [5][6]. - The high-end residential segment is attracting high-net-worth individuals, which may help to improve market conditions if the supply of premium properties continues to grow [1][5][6]. Group 3: Future Outlook - Upcoming high-end projects in Shenzhen and Guangzhou are expected to further stimulate market activity and improve buyer sentiment [6][7]. - The sales of high-end residential properties are seen as a potential driver for the overall market, as they may encourage land acquisition by developers and boost buyer confidence [7]. - The performance of high-end properties could lead to a more stable market environment if it successfully triggers demand for surrounding second-hand properties [7].

保利发展控股集团股份有限公司（以下简称"公司"）控股股东保利南方集团有限公司（以下简称"保利 南方"），将其持有的公司4,511,874,673股股份（占本公司总股本的37.69%），无偿划转至实际控制人 中国保利集团有限公司（以下简称"保利集团"）。具体内容详见公司于2025年10月10日披露的《保利发 展控股集团股份有限公司关于控股股东无偿划转国有股份暨控股股东变更的提示性公告》（公告编号 2025-084）。 近日，公司收到保利集团发来中国证券登记结算有限责任公司出具的《证券过户登记确认书》，确认上 述无偿划转的股份过户登记已办理完毕。本次无偿划转完成后，保利集团直接持有本公司股份 4,874,942,462股（占本公司总股本的40.72%），保利南方不再持有本公司股份。 本次国有股份无偿划转不会导致公司实际控制人发生变更，不会对公司正常生产经营活动产生不利影 响。 特此公告。 证券代码：600048 证券简称：保利发展 公告编号：2025-099 保利发展控股集团股份有限公司 关于控股股东无偿划转国有股份完成过户登记 暨控股股东变更的公告 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 ...