64套千万豪宅1日售罄，爆卖40亿，什么信号？

Core Viewpoint - Despite the overall adjustment in the real estate market, the high-end residential market has shown independent momentum in 2025, with significant sales figures reported in major cities [1][10]. Group 1: Sales Performance - In the first 11 months of this year, Shanghai's high-end residential projects, such as Shanghai Yihua Courtyard and Kerry Jinling Huating, recorded sales of 221.91 billion yuan and 216.46 billion yuan respectively [1][10]. - Guangzhou's Poly Yuexi Bay achieved a single-day sales record of over 10.6 billion yuan upon opening in November, while Shenzhen Bay Luanxi set a new national record with 13 billion yuan in single-day sales [1][10]. - The total sales of high-end residential properties priced over 20 million yuan in Shanghai reached 139.2 billion yuan from 3,402 units sold, leading the first-tier cities [12]. Group 2: Market Dynamics - The high-end residential market's robust performance is attributed to a shift in land supply towards core areas, increasing the availability of desirable properties [1][10]. - High-end residential properties are viewed as strong financial assets, attracting buyers not only for self-use but also for investment purposes [1][10]. - The market anticipates a rational return in transaction volumes as more high-end properties enter the secondary market, which may define the market trend in 2026 [1][10]. Group 3: Buyer Profile - Buyers of high-end properties include entrepreneurs, celebrities, and foreign nationals, with local buyers making up approximately 28.6% of the market in Shanghai [5][14]. - In Guangzhou, notable buyers include tech company founders and high-net-worth individuals, with some families purchasing multiple units in a single transaction [5][14]. Group 4: Future Outlook - The ongoing supply of high-end residential properties is expected to continue, driven by the concentration of land transactions in core urban areas [16][17]. - The market is closely monitoring whether the high supply can be absorbed, as recent data indicates a rational adjustment in transaction volumes and prices for second-hand high-end properties [17]. - The quality of new high-end projects is improving, which may create a disparity with older projects, potentially increasing the pressure on some properties to sell [17].