Core Viewpoint - The introduction of "good houses" in the 2025 government work report signifies a shift in China's housing market from extensive scale expansion to refined product cultivation, with Poly Developments leading the way in implementing a "good house" strategy [1] Group 1: Policy and Market Context - The Guangzhou real estate market is experiencing dual transformations of policy relaxation and industry transition since 2025, focusing on "stabilizing the market and improving quality" [3] - The cancellation of "three limits" policies aims to unleash consumer potential and shift the industry from scale competition to value competition [3] Group 2: Poly Developments' Strategy - Poly Developments has established a "three good strategy" centered on "good products, good services, and good living" to respond to the quality era in the real estate industry [3] - The company has developed a "6+1" good life solution based on the Ministry of Housing's standards and customer needs, integrating unique cultural elements to enhance the value of "good houses" [1][6] Group 3: Sales Performance - Poly's flagship projects, including Poly Yuexi Bay, Poly Tianyao, and Poly Tianyi, have dominated Guangzhou's residential sales, with Yuexi Bay achieving a record net signing of 11 billion yuan in just 21 days [4] - In the first 11 months of the year, Poly achieved sales of 49.55 billion yuan, capturing nearly 20% market share in Guangzhou, indicating that one in five homes sold in the market is contributed by Poly [4][5] Group 4: Product and Service Innovation - Poly's projects incorporate innovative designs and advanced technologies, such as the 11-meter elevated "bay flow island" in Yuexi Bay and a full smart home system in Tianyi, enhancing the living experience [6] - The company emphasizes a holistic approach to customer service, including personalized services and comprehensive quality control throughout the entire process [6][7] Group 5: Future Outlook - Poly is set to acquire new land parcels in Guangzhou, with plans to launch three new projects in 2026, continuing its commitment to quality and long-term value creation [7] - The company aims to maintain its long-term strategy of quality assurance and resource scarcity to build asset value, contributing to the well-being of the community [7]
从好产品到好生活:保利广州交好房居住需求答卷