Core Viewpoint - The article highlights the emergence of "sunshine plates" in various second-tier cities, indicating a recovery in the real estate market driven by high-quality housing projects that meet buyer demands [4][5][6]. Market Trends - Recently, cities like Haikou, Chongqing, and Nanjing have seen "sunshine plates," with Haikou's Zhonghai Nanhai No. 3 project selling 168 units in one day, generating 1 billion yuan [5][11]. - Despite a seasonal decline in new housing supply and demand, the market has shown signs of resilience, with project turnover rates remaining around 40% in August and September, reflecting a year-on-year increase of over 10 percentage points [5][9]. Product Quality and Demand - High-quality housing projects, particularly those with high occupancy rates and new regulations, have positively influenced market activity. For instance, in Wuhan, new regulation projects had a first-day turnover rate of 38%, compared to just 3% for older projects [7][10]. - The article emphasizes that well-designed housing that aligns with buyer needs is crucial for stabilizing the market [6][18]. Specific Project Analysis - The Zhonghai Nanhai No. 3 project in Haikou is highlighted for its prime location and comprehensive amenities, contributing to its rapid sales [12][14]. - The project features luxury design elements and a focus on high-quality living spaces, addressing the needs of high-net-worth families [16][21]. Future Outlook - The article suggests that the supply of high-quality housing in core urban areas will be essential for market recovery, as local governments adopt a "quality over quantity" land supply strategy [18][19]. - The anticipated influx of high-quality housing projects in late 2025 and early 2026 is expected to further stabilize the market [19][21].
阵地丨海口也出现“日光盘”了!
克而瑞地产研究·2025-09-29 08:58