Core Viewpoint - The property market in Shenzhen, particularly for luxury apartments like the Emerald Coast, is experiencing significant price declines due to competition and changing market dynamics, with recent transactions reflecting a stark contrast to historical prices [2][4][19]. Group 1: Price Trends - A recent transaction for an 89 square meter unit at the Emerald Coast sold for 14.2 million yuan, translating to approximately 15.96 thousand yuan per square meter, marking a drop below 16 thousand yuan per square meter [2][11]. - Four years ago, the same property was sold at around 29 thousand yuan per square meter, indicating a price drop of approximately 45% [3][19]. - The current average listing price for the Emerald Coast is about 24.6 thousand yuan per square meter, despite the significant drop in actual transaction prices [3][9]. Group 2: Market Dynamics - The competitive landscape is shifting as new developments, such as the CITIC Yuanwanfu project, threaten to obstruct views and reduce the desirability of existing properties like the Emerald Coast [4][13]. - The luxury market in Shenzhen is seeing a trend where smaller units experience more volatility in pricing compared to larger units, which tend to maintain their value better [15][20]. - The overall luxury market is being driven by high-net-worth individuals who prioritize living comfort, leading to a growing preference for larger units over smaller ones [20].

Core Insights - The high-end real estate market in China has shown resilience in the first half of the year, with a notable stabilization in sales after a period of decline [1][14] - Shanghai continues to dominate the high-end market, accounting for a significant share of transactions in the 30 monitored cities [4][14] Sales Performance - The total sales volume of new homes in 30 key cities remained stable compared to the same period last year, while high-end residential sales (priced above 10 million yuan) increased by 17.31% year-on-year [1][14] - Sales of high-end properties priced above 30 million yuan decreased by approximately 15%, with 1,846 units sold in the first half of the year [1] - The number of transactions for properties priced above 50 million yuan surged, with a year-on-year increase of 50.3% [2] City-Specific Trends - In the first half of 2023, Shanghai accounted for 59.4% of new high-end residential sales above 30 million yuan and 46.2% of second-hand sales in the same price range [4][6] - The top five projects by transaction value were all located in Shanghai, highlighting the city's strong market position [7] Price Segment Analysis - The number of transactions for high-end properties priced above 10 million yuan increased by 34% year-on-year, with Shanghai contributing significantly to this growth [8][9] - Properties priced between 10 million and 15 million yuan saw a 62% increase in sales, while those priced above 20 million yuan also experienced a 24% increase [12][13] Market Outlook - The high-end market is expected to maintain its momentum in the second half of the year, driven by continued demand for scarce assets in core cities [14] - The "sales-driven production" model suggests that developers will remain active in launching high-end properties, although supply constraints may push some buyers towards the second-hand market [14]

本报记者李贝贝上海报道 根据国家统计局数据，5月份，一线城市新建商品住宅销售价格环比由上月持平转为下降0.2%，但上海 环比上涨0.7%，且同比涨幅为5.9%。 需要注意的是，上海房价逆势上涨，源于豪宅项目的强力拉升。"上海新房价格表现强势得益于高端盘 的集中入市，吸引了大量高净值人群关注，带动市场热度提升，并拉高了新房市场的整体均价。"58安 居客研究院院长张波向《华夏时报》记者分析指出。 上海中原地产市场分析师卢文曦直言，上海豪宅市场销售火热，在一定程度上掩盖了上海楼市的"结构 性分化"特征。其向《华夏时报》记者表示，随着更多"好房子"入市和政策红利的持续释放，预计下半 年市场成交的活跃度将继续维系，"但是新房和二手房、豪宅和刚需盘还是有差异的"。 豪宅市场"日光"已成常态 上海易居房地产研究院副院长严跃进认为，目前资金的流动方向非常清晰，即加快进入保值增值和具有 极强风险防御的领域。在投资品市场深度调整以及储蓄市场降息等情况下，豪宅市场的吸引力明显增 强。而上海豪宅市场的火热，也说明购房政策效应持续释放。此外，在去年豪宅交易创新高的基础上， 今年交易继续向好，说明购买力在进一步修复，尤其表现在改善型住房 ...

"这是客户'上车'大户型最后的机会了，所以项目的整体关注度比较高。特别是双面看江的房源非常稀缺，总共只有10 套，已经全部被认购，单价破纪录的那套房源也有意向客户在洽谈。"6月10日，位于上海市浦东新区的玖丽璟庭（推 广名：保利世博天悦）项目营销负责人向《中国经营报》记者表示。 保利世博天悦正成为近期上海市乃至全国房地产市场关注的焦点。今年6月，该项目加推第七批次房源，其中一套顶 层房源单价约30.27万元/平方米，刷新了上海市新房备案单价纪录，总价达7290.23万元。此外，开盘一年多来，保利 世博天悦销售额已突破200亿元。 这只是上海市豪宅市场火热的一个缩影。记者注意到，5月，上海楼市诞生了绿城潮鸣东方、上海壹号院、康定壹拾 玖等多个现象级豪宅热盘。其中，绿城潮鸣东方所推房源开盘便售罄，上海壹号院和康定壹拾玖则在前期热销基础上 继续加推。 上海中原地产市场分析师卢文曦认为，上海楼市"红5月"兑现，是各方努力的结果。一方面，市场期待的降准、降息 在5月份落地，政策层面在持续释放利好消息，有利于维持和提振市场信心和预期；另一方面，市场投放的产品契合 改善型住房需求，绝对中心区的产品大多聚焦大户型、高品质、好 ...

0 1 实探30万元/㎡豪宅长啥样 保利世博天悦七期为3号楼，从一房一价表看，入市的76套房源都是200㎡以上的大户型，其中最贵的一套1902室房源，面积约240㎡，单价约30.27万元/ ㎡，总价7289.41万元；最便宜的一套201室房源，单价约11.41万元/㎡，总价2672.79万元。 按照项目营销中心要求，认购期间，个人购房者需要缴纳100万元，企业购房者缴纳400万元才能参与认购。 "上海是全国的上海"，这句话的含金量还在上升。 6月9日中午，上海浦东新区世博滨江板块的保利世博天悦七期结束认购，76套江景房源中，备案单价最高的一套顶层房源约30.27万元/㎡。 这个单价，超过了黄浦江畔滨江凯旋门的30.2万元/㎡，刷新上海新盘备案价纪录。 那么，这个价格是怎么定出来的？ 保利世博天悦营销负责人邢先生向《每日经济新闻》记者透露，此次入市的是最后一栋楼王，均是一线江景豪宅，产品稀缺，故顶层定价较高，"定价的 时候没想到会这么受关注"。 另一位项目人士也表示，这样的定价主要由每套房源的层高和户型优劣决定，同时参考了市场中热卖楼盘的去化速度和价格水平。 户型方面，为双主卧套房（单套面积达约55平方米）、独 ...

Core Viewpoint - The recent urban renewal projects in Fuzhou are generating significant interest regarding land acquisition and product development, especially with the rapid iteration of new products under improved regulations over the past two years [1] Group 1: Urban Renewal Planning - Five plots are planned in the Huanan area, including two resettlement plots with areas of 33 acres and 49 acres, and floor area ratios (FAR) of 4.67 and 4.26 respectively, with a height limit of 100 meters [3] - The resettlement plot FARs are relatively high compared to previous years, indicating a trend towards increased density in urban renewal projects [6] - The supply of urban renewal projects is expected to impact the market dynamics, particularly in the core areas of Fuzhou [5][6] Group 2: Supply and Market Dynamics - Three commercial plots are available, with a total area of 118 acres and a combined buildable area of approximately 225,000 square meters [7] - The average unit size is estimated at 144 square meters, potentially yielding around 1,527 units [8] - The market is experiencing pressure on the absorption of new supply, particularly for larger units exceeding 400 units [12] Group 3: Comparison of New Developments - The Ninghua area has two plots with FARs of 3.679 and 3.83, indicating a competitive environment for new residential developments [11] - The recent market performance of high-rise residential products, such as Vanke Jinyu Central, shows a decline in second-hand transaction prices, reflecting changing market preferences [14][16] - The luxury market is facing challenges, with properties like Yangguang Platinum Han Palace seeing significant price drops, indicating a shift in buyer sentiment [26][30] Group 4: Future Market Outlook - The ongoing supply of urban renewal projects is expected to continue influencing the market, with a focus on improved product offerings and competitive pricing [41] - The luxury segment, traditionally seen as a safe investment, may face increased volatility as new developments enter the market and alter buyer expectations [41][42]

2025年，北京头部房企之间的竞争更加激烈。 根据克而瑞的统计数据，前4月权益销售TOP10中，第1名到第4名之间的差额只有10.3亿。 其中，咬得最紧的是2-4名，每多卖2亿，销售名次就会发生变化，也就是十几套豪宅的事儿。 | 名次 | 房企名称 | 成交金额(亿元) | | --- | --- | --- | | 1 | 华润置地 | 86. 4 | | 2 | 中建智地 | 79. 33 | | 3 | 中国海外 | 77.81 | | 4 | 越奔地产 | 76. 1 | | 5 | 北京城建 | 56. 39 | | 6 | 海开控股 | 45. 48 | | 7 | 招商蛇口 | 40. 42 | | 8 | 绿城中国 | 39. 85 | | 9 | 保利发展 | 36. 49 | | 10 | 中国电建 | 26. 22 | 数据来源：克而瑞，未来可栖制表 北上广深这4个一线城市，是头部房企重仓区，现在一线城市卖得最好的项目，绝大多数都是豪宅。 可以说，手里有储备了几个核心区待售豪宅项目，大体上就能预判房企未来几个月的成绩。 再进一步说，在核心区的拿地能力，以及做豪宅的产品能力，基本上就决定了 ...

Core Insights - Shanghai Yihua Courtyard, located in the Xintiandi area of Shanghai, has achieved significant sales success, with its third batch of 64 units selling out on May 21, generating a total revenue of 4.025 billion yuan [1] - The project has recorded total sales of 10.871 billion yuan in 2023, making it the first project in the country to surpass 10 billion yuan in sales this year [1] - The average price of the newly released units is 185,000 yuan per square meter, with the most expensive unit priced at 249 million yuan for a 1,010 square meter duplex [1] Company Overview - The project is developed by Sunac China, with additional stakeholders including CITIC Group and Xinhu Zhongbao [1] - The land for the project has a historical background dating back over 20 years, initially intended for a different development that stalled before being acquired by Xinhu Zhongbao in 2016 and later by Sunac China in 2020 [1] Market Context - The luxury real estate market in Shanghai has shown resilience, with 11 projects nationwide exceeding 10 billion yuan in sales last year, seven of which are located in Shanghai [2] - The price disparity between new and second-hand luxury properties in core areas has attracted buyers, with the average price of the newly released units being perceived as competitive compared to nearby properties [2] - The primary buyers of luxury properties in Shanghai are local residents and individuals from surrounding Jiangsu and Zhejiang provinces [2]

本报记者 郭阳琛 张家振 上海报道 （绿城潮鸣东方项目开盘现场。受访者/图） 时隔仅8个多月，原小米徐汇滨江总部、现全国"单价地王"地块迎来入市变身为号称"2025年上海市三大 豪宅之一"的绿城潮鸣东方项目。 《中国经营报》记者日前从绿城中国方面了解到，绿城潮鸣东方首开便推出所有的120套房源，均价 19.5万元/平方米，单套总价最高1.54亿元，总销售额达69.88亿元。 这只是2025年上海市豪宅市场火热的一个缩影。陆家嘴太古源·源邸第二批次推出57套房源，当天售出 55套，总销售额57.6亿元；上海壹号院三批次4天半内收获171组意向客户，认筹率超267%，成为2025 年上海市黄浦区首个触发积分制的项目。 业内人士分析称，在全球经济不确定性加剧的背景下，核心城市的优质资产正成为资金的"避风港"。其 中，上海市的豪宅作为"硬通货"，成为对抗货币贬值的有效工具。预计短期内上海市核心区豪宅年涨幅 将维持在3%—5%之间，而远郊区的"伪豪宅"价格或继续阴跌。 单价逼近20万元/平方米 5月11日，位于上海市徐汇滨江板块的绿城潮鸣东方正式开盘，120套房源当日全部售罄，总销售额 69.88亿元。据悉，该项目销售 ...

2025.05. 11 一般来说，豪宅项目较普通商品房项目周转更慢，但开发商绿城从拿地到开盘揽金近70亿元，仅用 了9个月时间。 9个月前，即2024年8月，上海开拍徐汇区斜土街道xh128D-07地块，该地块原为小米总部地块，因 小米将地块退还给了政府而重新调整规划，从商办用地改成住宅用地后，一上架就被多家开发商热烈 争抢。 当时，这块土地的起始楼面价已经达到10.1万元/平方米，在参拍开发商的不断加价下，地块很快就 触及30%的溢价率最高限制，进入摇号阶段。最终，绿城在摇号阶段以48亿元总价摘得地块，楼面价 高达13.1万元/平方米。 时隔8年，上海再次诞生国内单价最贵地王，绿城打破了2016年融信中国在上海拍出的国内最贵地王 纪录。 绿城刚拿到这块地，就立刻成立"开发作战指挥部"，隔天机械设备就进场了。拿地四个月后，绿城该 项目就开始实施"桩基工程"，2024年底开始组建销售团队。 不过，楼面价就已经达到13.1万元/平方米，未来开盘价要达到多少，绿城才能"算得过来账"？ 本文字数：997，阅读时长大约2分钟 作者 | 第一财经 马一凡 5月11日，位于上海市徐汇滨江板块的"全国单价地王"项目——"绿城 ...