上海叠墅产品完全变了

Core Viewpoint - The market for stacked villas is experiencing significant growth, with a notable increase in supply and a shift in product design, particularly in cities like Shanghai, Chengdu, and Hangzhou [1][6][28]. Group 1: Supply and Market Trends - Since the lifting of new housing price restrictions in Shanghai in August last year, over 30 plots of land for residential use have been sold without price limits, with half of the new "land king" projects being stacked villas or combinations of stacked villas and high-rises [1][3]. - In 2022, Shanghai saw over 6,300 stacked villas supplied, but this number is projected to drop to around 2,500 in 2024, marking a new low [3][4]. - The supply of stacked villas in the core areas of Shanghai remains extremely limited, with only about 100 units available, highlighting their scarcity compared to luxury apartments [4][5]. Group 2: Product Features and Innovations - The new generation of stacked villas is addressing previous design flaws by increasing living space, with many units starting at 200 square meters, providing a more spacious living experience [10][12]. - Innovations include the removal of mid-units in some projects, allowing for better privacy and outdoor space, as seen in the example of the "润雲金茂府" project [17][20]. - Enhanced features such as independent elevators, improved lighting, and larger communal spaces are being integrated into new developments, significantly improving the overall living experience [20][22]. Group 3: Demand and Consumer Preferences - The demand for stacked villas is rising as they cater to families seeking a balance between affordability and the features typically associated with luxury homes, such as gardens and privacy [28][31]. - The target demographic includes families with multiple generations, indicating a shift in consumer preferences towards more spacious and private living arrangements [28][29]. - The market is witnessing a transformation where stacked villas are becoming a preferred choice for homebuyers looking for improved living conditions, moving away from the previously less desirable mini-villas [29][30].