中国房地产指数系统百城价格指数报告 （2025年1月） "百城价格指数" 1 月百城销售均价：新建住宅环比上涨 0.23%，同比上涨 2.76%； 二手住宅环比下跌 0.51%，同比下跌 7.22%； 50 城租赁均价：普通住宅环比下跌 0.40%，同比下跌 3.31% 中指研究院报道：根据中国房地产指数系统百城价格指数1 对全国 100 个城市新建、二手住宅销 售市场及 50 个城市租赁市场的调查数据，2025 年 1 月，全国 100 个城市新建住宅平均价格为 16693 元/平方米，环比上涨 0.23%。从涨跌城市个数看，47 个城市环比上涨，41 个城市环比下跌，12 个 城市持平。同比来看，全国 100 个城市新建住宅平均价格较去年同期上涨 2.76%。全国 100 个城市 二手住宅平均价格为 14130 元/平方米，环比下跌 0.51%，已连跌 33 个月，跌幅较 2024 年 12 月收 窄 0.02 个百分点。从涨跌城市个数看，2 个城市环比上涨，1 个城市环比持平，97 个城市二手住宅 价格环比下跌。同比来看，全国 100 个城市二手住宅平均价格较去年同期下跌 7.22%。全国 50 个 城 ...

2025年1月中国房地产企业销售业绩排行 榜 中指研究院 2025 年 1 月中国房地产企业销售业绩排行榜 | 排名 | 企业名称 | 销售额 | 排名 | 企业名称 | 销售面积 | | --- | --- | --- | --- | --- | --- | | | | (亿元) | | | （万㎡） | | 1 | 保利发展 | 180.0 | 1 | 保利发展 | 99.6 | | 2 | 中海地产 | 120.0 | 2 | 万科 | 80.0 | | 3 | 华润置地 | 116.0 | 3 | 建发房产 | 54.4 | | 4 | 绿城中国 | 113.1 | 4 | 绿城中国 | 49.4 | | 5 | 万科 | 110.0 | 5 | 华润置地 | 48.8 | | 6 | 华发股份 | 96.6 | 6 | 中国铁建 | 46.1 | | 7 | 招商蛇口 | 90.2 | 7 | 中海地产 | 45.3 | | 8 | 建发房产 | 87.2 | 8 | 招商蛇口 | 42.0 | | 9 | 滨江集团 | 71.9 | 9 | 华发股份 | 34.9 | | 10 | 中国铁建 | ...

Investment Rating - The report indicates a positive outlook for the real estate industry, with expectations for continued supportive fiscal policies in 2025 [2][6][7]. Core Viewpoints - The Ministry of Finance emphasizes a more proactive fiscal policy for 2025, focusing on "strength, efficiency, and timing" to stabilize the economy and support the real estate market [2][3][6]. - Key measures include increasing the fiscal deficit ratio, expanding the issuance of government bonds, and optimizing expenditure structures to enhance public welfare and consumption [3][6]. - Specific fiscal support for the real estate sector includes tax reductions and the use of special bonds for land reserves and the acquisition of existing residential properties for affordable housing [4][7][10]. Summary by Sections Fiscal Policy Direction - The fiscal policy for 2025 will be characterized by increased intensity, efficiency, and proactive measures to stimulate economic growth [2][3][6]. - The government plans to raise the fiscal deficit ratio and issue more long-term special bonds to provide robust support for economic stability [2][3][6]. Real Estate Support Policies - The report outlines two main fiscal support policies for the real estate market: tax reductions and the expansion of special bond usage for land reserves and the purchase of existing homes for affordable housing [4][7][10]. - Tax reduction policies will target transaction and development stages, aiming to lower the tax burden and enhance market activity [4][7]. - The use of special bonds for land reserves and the acquisition of existing properties is expected to be implemented progressively, with local governments given the flexibility to allocate funds as needed [4][7][10]. Implementation and Progress - Local governments are already taking steps to recover idle land and acquire existing properties, with several cities announcing initiatives to facilitate these processes [12][13][14]. - The report highlights specific cases where local governments have successfully secured funding for the acquisition of existing properties to be used as affordable housing [12][14].

规。此外，民航局还支持地方设立 20 个无人驾驶航空试验区，推动企业在江西、 陕西、四川等地开展无人机物流配送试点，促进低空产业发展。 表：部分省市低空经济的相关政策 万亿"低空经济"加速起飞，房企是否 应迎风起舞？ 万亿"低空经济"加速起飞，房企是否应迎风起舞？ 作为新质生产力的代表，低空经济成为了今年的一大热点，未来发展前景 较为广阔。虽然这个领域看似与房地产行业关联度不高，但目前也有部分房地 产企业有所涉猎，涉足方式主要包含以下几种：紧抓新风口建设新型产业园区、 顺应新需求升级住宅产品、寻找新业务发展机遇及以股权投资的形式直接投资。 未来房企仍应结合自身发展情况理性探索该领域。 1、低空经济政策利好频发，预计 2030 年形成万亿级市场规模 低空经济是一种新兴的经济形态，主要依托于低空空域(通常指垂直高度 1000 米以下，根据不同地区特点和实际需要可延伸至 3000 米以内的空域)进行 各种有人驾驶和无人驾驶航空器的飞行活动。低空经济不仅包括民用有人驾驶 和无人驾驶航空器的各种低空飞行活动，还涉及运人、运货、特殊作业等多场 景的应用，并辐射带动相关领域的发展。2021 年 2 月低空经济概念首次被写入 ...

2、土地市场：2 周 300 城住宅用地成交规划建面 428 万平方米，土地 出让金 119 亿元，其中一线城市宅地出让金为 0 亿元，二线城市宅地 出让金为 19 亿元，三四线城市宅地出让金约 99 亿元。 早八点丨2周新房成交规模同比增长，二 手房成交规模同环比均增长，南通住宅 用地成交出让金近23亿元 早八点丨 2 周新房成交规模同比增长，二手房成交规模 同环比均增长，南通住宅用地成交出让金近 23 亿元 2 周市场要点（1.5-1.11） 1、交易市场：2 周 30 城新房成交面积环比下降 28. 1%，同比增长 20. 1%；20 城二手房成交套数环比增长 14. 5%，同比增长 34. 3%。10 城 新房可售面积环比小幅增长 0. 2%。 排用于土地储备和收购存量商品房用作保障性住房这两个方面的专 项债项目，政策的效果将在 2025 年逐步释放。镇江取消限价；濮阳等 地从提高公积金贷款最高额度、延长还款时间、支持公积金支付首付 等方面进行优化；河南、杭州多地发放购房补贴；抚州黎川县、金华 金东区、婺城区等地发布公开征集收回收购存量闲置土地的公告；广 州南沙区优化调整土地供应模式，提升住房建设管理 ...

保利发展紧跟政策导向，推保价稳预期 助力市场回暖 表：2024 年三季度中央重要会议中涉及房地产的内容梳理 | 会议时间 | 房地产相关表述 | | --- | --- | | | 基础性制度。需要指出，我国新型城镇化仍在持续推进，房地产高 | | | 质量发展还有相当大的空间。 | | | 会议强调，要持续防范化解重点领域风险。要落实好促进房地产市 | | 7 月 30 日 | 场平稳健康发展的新政策，坚持消化存量和优化增量相结合，积 | | | 极支持收购存量商品房用作保障性住房，进一步做好保交房工 | | 中共中央政治局 | 作，加快构建房地产发展新模式。要完善和落实地方一揽子化债方 | | 召开会议 | 案，创造条件加快化解地方融资平台债务风险。要统筹防风险、强 | | | 监管、促发展，提振投资者信心，提升资本市场内在稳定性。 | | | ①降息：下调央行政策利率（7 天期逆回购操作利率）0.2 个百分 | | | 点，预计调整后会带动 MLF 利率下调约 0.3 个百分点，带动 | | | LPR、存款利率等随之下行 0.2 到 0.25 个百分点。 | | | 个百分点左右。 ②降低存量房贷利率 ...

Investment Rating - The report does not explicitly provide an investment rating for the property service industry in China for November 2024 Core Insights - The total newly contracted area for the top 50 property service companies in November 2024 is approximately 89.99 million square meters, with an average of 1.8 million square meters per company [3][6] - Leading companies such as Longfor Intelligent Living and Greentown Property Service Group have shown rapid expansion, with newly contracted areas exceeding 4.9 million square meters [6] Summary by Sections New Contract Area Analysis - The top 50 property service companies achieved a total newly contracted area of approximately 89.99 million square meters in November 2024 [3] - The average newly contracted area per company among the top 50 is 1.8 million square meters [6] - The leading companies in terms of newly contracted area include: - Greentown Property Service Group: 9.53 million square meters - Longfor Intelligent Living: 5.41 million square meters - Yashang Smart City Service: 2.457 million square meters [5] Third-Party Market Expansion - The total area expanded by the top 50 companies in the third-party market is approximately 75.18 million square meters, with an average of 1.5 million square meters per company [9] - The top two companies in third-party market expansion are: - Longfor Intelligent Living: 4.9 million square meters - Shanghai Yongsheng Property Management: 4.61 million square meters [9] Associated Area Analysis - The total area contracted from associated developers by the top 50 companies is approximately 18.67 million square meters, with an average of 370,000 square meters per company [13] - Leading companies in this category include: - Greentown Property Service Group: 1.5 million square meters - Wanwu Cloud Space Technology Service: 1.55 million square meters [12] City Service Bidding - The top five companies in city service bidding for November 2024 are: - Dexin Shengquan Property Service: 30.93 million yuan - Shenye Property Operation Group: 26.40 million yuan - Guangdong Hongde Technology Property: 23.35 million yuan [15][16]

Investment Rating - The report indicates a neutral outlook for the real estate market, suggesting that the market is still in a bottoming phase with potential for recovery in 2025 [4][3]. Core Insights - In December 2024, the average price of new residential properties in 100 cities increased by 0.37% month-on-month and 2.68% year-on-year, reaching 16,654 CNY per square meter [2][5]. - The average price of second-hand residential properties in the same cities decreased by 0.53% month-on-month and 7.26% year-on-year, standing at 14,203 CNY per square meter [9][10]. - The average rental price in 50 cities fell by 0.55% month-on-month and 3.25% year-on-year, averaging 35.4 CNY per square meter per month [14][15]. Summary by Sections New Residential Prices - The average price of new residential properties in December 2024 was 16,654 CNY per square meter, with 46 cities experiencing price increases and 41 cities seeing declines [2][5]. - First-tier cities saw a month-on-month increase of 0.80% and a year-on-year increase of 5.82%, while second-tier cities increased by 0.24% and 1.87% respectively [5][6]. Second-hand Residential Prices - The average price for second-hand residential properties was 14,203 CNY per square meter, with 98 cities reporting price declines [9][10]. - The largest month-on-month decline was observed in cities like Huai'an, with a drop of 1.72% [10][11]. Rental Prices - The average rental price across 50 cities was 35.4 CNY per square meter per month, with 45 cities reporting declines [14][15]. - The largest year-on-year rental price drop was in Wenzhou, with a decrease of 9.89% [16]. Policy Environment - Recent government meetings emphasized stabilizing the real estate market and implementing proactive fiscal and monetary policies to support recovery [3][4]. - Specific measures include promoting urban renewal and controlling new real estate land supply to stimulate demand [3][4].

就在 中指研究院 中国房地产指数系统 表：北上深限购政策、首付比例、房贷利率现状（截至 12 月 12 日） 中指】中央经济工作会议：持续用力推 动房地产市场止跌回稳 ◼ 要实施更加积极的财政政策。提高财政赤字率，确保财政政策持续用力、更加给力。加大财政支 出强度，加强重点领域保障。增加发行超长期特别国债，持续支持"两重"项目和"两新"政策 实施。增加地方政府专项债券发行使用，扩大投向领域和用作项目资本金范围。优化财政支出结 构，提高资金使用效益，更加注重惠民生、促消费、增后劲，兜牢基层"三保"底线。党政机关要 坚持过紧日子。 ◼ 大力实施城市更新。 【中指观点】 12.9 中央政治局会议定调 2025 年要"稳住楼市",反映了中央更加坚定的稳楼市态度,本次中央 经济工作会议基调延续,继续强调"有效防范化解重点领域风险,牢牢守住不发生系统性风险底线", 此前 12.9中央政治局会议已经定调要实施"更加积极有为的宏观政策",更加积极的财政政策与适 度宽松的货币政策成为全新组合,首提"超常规逆周期调节",本次中央经济工作会议延续积极定调, 进一步明确了多项宏观政策方向,包括提高财政赤字率、增加发行超长期特别国债、 ...

Industry Overview - The total reading volume of the top 50 corporate WeChat public accounts in November 2024 was approximately 2.837 million, with an average reading volume of about 57,000 per account [1] - The top three WeChat public accounts in terms of reading volume were "万物有云/邻居", "中海物业公众号矩阵", and "长城物业集团", each exceeding 179,000 reads [1] - The average reading volume of the top 10 corporate WeChat public accounts was 170,000, while the average for accounts ranked 11 to 30 was 42,600 [1] WeChat Video Accounts Performance - The total likes and shares of the top 30 corporate WeChat video accounts in November 2024 amounted to 3.115 million, with an average of 104,000 per account [2] - The top three WeChat video accounts were "新希望服务视频号矩阵", "物小宝", and "建业物业/建业新生活", each with over 50,000 combined likes and shares [2][3] Douyin Video Accounts Performance - The total likes and shares of the top 5 corporate Douyin video accounts in November 2024 were 189,000, with "新希望服务" leading at over 110,000 [5] Brand Communication Strategies - Property management companies are leveraging traditional and new media platforms, including WeChat public accounts, WeChat video accounts, and Douyin accounts, to enhance brand exposure and reach [7] - Companies are designing personalized and functional modules to increase brand coverage and awareness through multiple channels [7] Top Performers in Brand Communication - The top performers in WeChat public accounts included "万物有云/邻居", "中海物业公众号矩阵", and "长城物业集团", with reading volumes of 179,283, 171,043, and 102,116 respectively [7] - Other notable performers included "融创服务集团", "彩生活公众号矩阵", and "保利物业公众号矩阵" [7]