CHINA RES LAND(HK:01109) Sou Hu Cai Jing·2026-01-09 10:05Core Viewpoint - Beijing's real estate market is undergoing a profound value reconstruction, with new policies aimed at balancing market stability and risk prevention, leading to structural opportunities in high-end and scarce resource products despite overall market downturns [1][10]. Group 1: Market Dynamics - In November 2025, new home prices in first-tier cities, including Beijing, saw a month-on-month decline of 0.4%, with inventory turnover periods generally lengthening [1]. - Despite low nationwide sales figures and a prevalent wait-and-see attitude among buyers, high-end improvement and scarce resource products in Beijing are emerging as market leaders [1]. Group 2: Project Performance - Beijing Runyuan achieved a remarkable sales figure of 3.5 billion yuan during its first opening on December 5, 2025, and subsequently secured over 2.2 billion yuan in net signed amounts within 26 days, becoming the top seller in both transaction amount and area for December 2025 [3][12]. Group 3: Product Characteristics - Beijing Runyuan features an ultra-low plot ratio of 1.01, which is rare in the current regulatory environment, indicating a significant increase in development costs and a unique market position [12][30]. - The project emphasizes a low-density living experience, with strict height limits of 24 meters, allowing for the construction of low-density villas and enhancing the quality of life through integrated landscape design [17][30]. Group 4: Target Demographics - The primary customer base for Beijing Runyuan consists of a significant proportion of post-80s affluent individuals, many of whom are heirs to family businesses or high-net-worth professionals in new economic sectors, reflecting a shift in living demands towards lifestyle and experiential quality [18][21]. - The project is strategically located near numerous international schools and high-end amenities, catering to families prioritizing education and a global lifestyle [21][25]. Group 5: Innovation and Design - Beijing Runyuan is redefining the standards for low-density villas through innovative architectural design and a focus on creating a living space that can be redefined by its inhabitants [26][30]. - The project incorporates a unique design philosophy that integrates natural landscapes with residential spaces, enhancing the overall living experience and aligning with contemporary aesthetic preferences [30][33]. Group 6: Market Positioning - The success of Beijing Runyuan is attributed to its ability to navigate the current market adjustments by focusing on irreplaceable land, unique lifestyle offerings, and superior product capabilities, thus setting new standards even in a challenging environment [39].