东方资产与信达资产重仓拿地嵩明，已“战略接盘”瓜分超千亩地

Market Overview - In the week of January 12-18, 2026, the Kunming real estate market saw an increase in both transaction volume and prices, with new regulations on residential and school district properties being the main focus for registrations [1] - According to CRIC, Kunming supplied approximately 45,500 square meters across four projects, a 95% increase week-on-week; transactions reached about 44,100 square meters, up 50% week-on-week, with an average transaction price of 11,854 yuan per square meter, a 1% increase [1] Key Projects and Sales - The second phase of the Bangtai Guanyun project continued to perform well, with sales amounting to approximately 36 million yuan, 11 units sold, and an average transaction price of 19,407 yuan per square meter, making it the highest-priced project [1] - High-end improvement projects such as Poly Tianjun and China Resources Center maintained strong sales, with approximately 29 million yuan and 28 million yuan in sales, and average transaction prices of 17,902 yuan per square meter and 15,431 yuan per square meter, respectively [2][3] - The Vanke 500 Li project in the exhibition area recorded sales of about 26 million yuan, with an average transaction price of 16,966 yuan per square meter [3] Land Transactions - No new land supply or transactions occurred in Kunming's main urban area last week; however, in the suburbs, Dongfang Asset acquired five commercial plots in Songming County for a total price of 120 million yuan, continuing its expansion in the area [1][4] - Dongfang Asset has previously acquired approximately 310 acres of land in the Songming Vocational Education New City, totaling 393 million yuan, indicating a strong presence in the local land market [4] Infrastructure Developments - The construction of two new schools in the Guandu District is set to begin, with a total investment of approximately 122 million yuan, aimed at addressing the educational resource shortage in the area [6][11] - The new schools will include an 18-class primary school and a 30-class nine-year school, which are expected to enhance the educational infrastructure in the rapidly developing regions of Kunming [11][12] Upcoming Projects - The Sam's Club project is set to launch in the core area of the Zhenchi International Exhibition District, with a total investment of approximately 314 million yuan, which is anticipated to boost the high-end retail market in Kunming [5] - The public resource trading platform in Kunming has announced plans for a membership-based warehouse supermarket, with a contract amount of approximately 230.67 million yuan, expected to be officially released on February 13 [4]