5月1日起，住房城乡建设部发布的《住宅项目规范》将正式实施，对新建住宅一系列指标明确了底线要求，被视为"好房子"的标准。 "好房子"作为房地产市场发展的新动能，不仅重塑市场格局，也将带来增量市场，房地产企业因此迎来新的机遇。作为建造主角，部分房企也陆续发布了自己的"好 房子"战略。在业内人士看来，从之前"土地红利"转向"产品红利"，未来能够提供"好房子"的房企才能脱颖而出。 打造各自特色的"好房子" 近期，不少房企在年报及业绩会上提到"好房子"，凸显了对这一战略的重视。多家房企也纷纷发布产品标准，并表态将通过建设"好房子"更好满足市场需求。 3月底，越秀地产举办发布会，发布其产品理念和产品线。越秀集团总经理、越秀地产董事长林昭远表示，当前行业正从"快字当头"转向"好字优先"。公司对外发 布"4×4好产品理念"，提炼出"品质、温度、智慧、成长"四大关键词和16个产品主张，重点强调的是科技、社区、灵动空间等理念。近日，绿地集团发布升级版 的"绿地好房子产品标准"，该产品标准基于新的《住宅项目规范》，提出多项细化标准。 在与一些大型房企的沟通过程中，记者了解到，房企已经把竞争的标尺放到"好房子"上，部分改善型楼盘已 ...

Core Viewpoint - The implementation of the "Residential Project Standards" by the Ministry of Housing and Urban-Rural Development starting May 1 is seen as a new driving force for the real estate market, emphasizing the importance of "good houses" as a standard for new residential projects, which will reshape market dynamics and create new opportunities for real estate companies [1] Group 1: Industry Trends - Many real estate companies are emphasizing the "good house" strategy in their annual reports and performance meetings, indicating a shift from "land dividends" to "product dividends" [2] - Companies like Yuexiu Property and Greenland Group are developing their own product standards based on the new regulations, focusing on quality, technology, and community features [2] - The industry is moving towards a focus on high-quality, technologically advanced housing, with companies like Longfor Group planning to launch new product lines that enhance living comfort and community services [2][3] Group 2: Challenges and Solutions - Real estate companies face challenges in balancing costs and quality while meeting the new standards, which may increase construction costs [3] - Companies are exploring solutions to maintain cost control while enhancing product quality, with some firms like Longfor Group planning to invest more in quality improvements without compromising cost efficiency [3][4] - Yuexiu Property is implementing lean management practices to optimize costs and improve project profitability through precise cost management and centralized procurement [4] Group 3: Market Opportunities - There is a growing expectation among homebuyers for "good houses," which are anticipated to have stronger competitive and sales advantages, motivating companies to align their marketing with actual product quality [6] - Companies that excel in product quality, service, and operational capabilities are expected to gain more market opportunities and development space [6] - The industry is advised to shift from high-debt, high-turnover models to a balanced approach that includes light asset operations and improved management capabilities [6]

Core Viewpoint - The Chinese real estate market is undergoing unprecedented structural changes, with consumers shifting from speculative buying to rational purchasing, and companies focusing on product innovation to meet refined living needs [1] Group 1: Financial Performance - In 2024, the company achieved operating revenue of 311.67 billion yuan and a net profit of 9.74 billion yuan, with a parent net profit of 5 billion yuan [1] - The company maintained its position as the industry leader in sales for two consecutive years, with a signed sales amount of 323.03 billion yuan in 2024 [2] - The company reported a positive operating cash flow for seven consecutive years, amounting to 6.3 billion yuan in 2024 [7] Group 2: Market Position and Strategy - The company’s market share in 38 core cities reached 90%, an increase of 2 percentage points year-on-year, with a market share of 7.1% in these cities, up 0.3 percentage points from 2023 [2] - The company has adopted a product-centric approach, focusing on customer needs, which has strengthened its competitive edge in a transitioning market [2] - The company has implemented a comprehensive quality management system, enhancing product quality and customer satisfaction [3] Group 3: Land Reserve and Investment Strategy - In 2024, the company expanded its land acquisition with a total land price of 68.3 billion yuan, with 60.2 billion yuan attributed to equity land price, achieving an equity ratio of 88% [5] - The company has optimized its land reserve structure, with a total land reserve area of approximately 62.58 million square meters, a 20% decrease in stock projects compared to the beginning of the year [6] - The company has successfully revitalized approximately 2.7 million square meters of undeveloped land, releasing over 10 billion yuan in capital [5] Group 4: Debt Management and Financial Health - The company reduced its interest-bearing debt by 5.4 billion yuan to 348.8 billion yuan, achieving a continuous decline in debt scale for two consecutive years [7] - The company’s asset-liability ratio decreased by 2.2 percentage points to 74.3%, marking four consecutive years of decline [7] - The company has increased the proportion of long-term debt, with over 39.6% of its debt maturing in more than three years, reflecting a strategic shift in debt management [8]

乐居买房苏州4月17日，"研学好房，智筑人居"好房研究院成立揭牌仪式暨苏州站启动仪式在苏州房产超市（人民路1058号）圆满举办。活动汇聚了行业 协会领导、专家学者、企业代表等重量级嘉宾，共同见证这一重要时刻。 该活动由好房研究院主办，乐居好房、乐居苏州承办，苏州市房地产行业协会、苏州市家居协会、苏州市房地产经纪业协会、苏州市物业管理协会、苏州 装饰设计行业协会担任指导单位。 乐居控股副总裁、乐居好房总经理常琦阐述了好房研究院创办的初衷和愿景。她指出，当前房地产市场正处于转型关键期，构建科学的"好房"评价体系， 对于推动行业发展具有重要意义。好房研究院成立的初衷是希望能够通过全国化的联动，打造一个开放、多元、共享以及国际化的交流平台。未来，好房 研究院将推出全球好房研学活动，通过实地考察国际前沿的人居典范项目，汲取先进经验，为"好房子"建设注入创新思维。 苏州乐居总经理陈培代则重点讲述了好房研究院苏州站接下来的具体举措。届时，研究院将联合五大协会搭建跨领域协作平台；推动"标杆引领"，积极向 全国推举苏州好房样本项目；同时，开展"好房公开课"等系列活动，让研究成果转化为实际动能。 好房研究院正式揭牌 专家委员会聘 ...

5月1日起，住房城乡建设部发布的《住宅项目规范》(以下简称《规范》)将正式实施，《规范》以住宅 项目整体为对象，以安全、舒适、绿色、智慧为目标，在规模、布局、功能、性能和关键技术措施等方 面予以规范，被视为"好房子"的标准。业内人士普遍认为，在"好房子"标准之下，房地产市场格局将被 重塑，住宅产品品质和物业服务水平将全面提升，市场供需格局将加速重构。那么，购房者又有哪些新 的期待？ 从"面积内卷" 到"居住体验升级" 随着《规范》实施进入倒计时阶段，多个城市的"好房子"项目开始推出市场，也成为购房者关注的焦 点。在北上广深等一线城市，记者发现越来越多打着高得房率的"好房子"入市，的确吸引了不少购房 者。以深圳为例，自去年下半年以来，深圳市场出现"日光"的新房项目，几乎都用同一个标签：较高的 得房率。记者在深圳龙华区一处新房营销中心看到，看样板间的购房者络绎不绝，不少在咨询"好房 子"相关问题。不过，有购房者却表示，尽管这些新房的得房率越来越高，一些项目的得房率甚至达到 了100%，但诸如电梯等公共配套却显得有些"缩水"。 "接近35层的超高层住宅，梯户比为两梯5户，而且电梯容量还很小，小区容积率也很高。"有购 ...

Core Viewpoint - The recent land auction in Beijing's Chaoyang district resulted in the sale of the Huangshanmu store and Sunhe combination plot for a base price of 12.6 billion yuan, with a residential floor price of 54,500 yuan per square meter, indicating a significant interest despite only one bidder ultimately participating [1][2][3]. Group 1: Land Characteristics - The Huangshanmu plot is the only new residential land in the Chaoyang area in the past decade, highlighting its scarcity and unique market value [5]. - The total land area for the combined plot is 14.83 hectares, with a total building area of 282,700 square meters, and the Huangshanmu plot alone has a building area of 224,000 square meters [2][3]. - The plot's height limit was increased from 60 meters to 80 meters, allowing for taller buildings and improved spatial comfort [3]. Group 2: Developer Participation - Four major real estate companies participated in the bidding, including Poly Development, China Merchants Shekou, and China Overseas Property, but only one consortium made a bid [3][4]. - The winning consortium consists of China State Construction, Guangzhou Yuexiu, and Beijing Fangxing Yicheng, indicating strong backing from state-owned enterprises [3][4]. Group 3: Market Implications - The Huangshanmu plot is expected to cater to high-quality residential demands, appealing to buyers from Chaoyang and neighboring districts [9]. - The project is anticipated to leverage the strengths of the participating developers and the advantageous position of Chaoyang City Development, potentially leading to a successful market entry [8]. - The area is characterized by a mature high-end residential atmosphere, which is likely to meet the needs of families seeking quality living environments [8][9].

随着新一代信息技术、绿色低碳技术、新产品、新材料、新工艺不断运用到房屋建设中，"好房子"为房地产行业带来了广阔的发展前景。住建部强调， 要"以努力让人民群众住上更好的房子为目标，从好房子到好小区，从好小区到好社区，从好社区到好城区，进而把城市规划好、建设好、治理好"。今年全 国两会期间，"好房子"更是首次被写入政府工作报告，明确要"适应人民群众高品质居住需要，完善标准规范，推动建设安全、舒适、绿色、智慧的'好房 子'"。 and have the be D We and for the Real & Blue 12 A Special State Mage of are and 2500 1944 SPACE A BEACH AND A BEACH AN 0. 37 d 22 Call of the been and have 1974 1 6 1 4 2 7 1 1 1 R405 t Negal Car 15 11 The Production of the States 4 652 阿尼 ANTER 8 119 per 2017 , 4, 3, 3 100 - al 2 a 15 2 / 1 113, 7 ...

Investment Rating - The report indicates a positive outlook for the real estate industry, highlighting the emergence of a "good housing" era and the expected stabilization of the market [1][7]. Core Insights - The real estate market has shifted towards improvement-driven housing demand, with "good housing" becoming a key focus for both central and local governments, aiming to stimulate market recovery [1][5][7]. - The introduction of new housing standards is expected to enhance sales velocity and pricing for new projects, while older projects may face increased challenges in sales [1][7]. - The demand for larger and more comfortable living spaces is evident, with a notable increase in the sales of four-bedroom units, indicating a shift in consumer preferences [2][7]. Summary by Sections Market Overview - The real estate market is currently experiencing a "small spring" with signs of recovery, driven by government policies promoting "good housing" [1][8]. - The first quarter of 2025 saw a shift in purchasing behavior from two- and three-bedroom units to four-bedroom units, with the latter's market share exceeding 30% for the first time [2][7]. Government Policies - Central and local governments are emphasizing the construction of "good housing," which is characterized by safety, comfort, sustainability, and intelligence [6][7]. - Various cities have implemented policies to enhance housing quality, such as increasing usable space and improving living conditions [6][7]. Sales Performance - New housing projects adhering to the new standards have shown significantly better sales performance compared to older projects, with a strong market presence for "fourth-generation housing" [6][7]. - In March, the sales area and sales amount of commercial housing saw a reduction in year-on-year declines, indicating a gradual market recovery [9][11]. Market Dynamics - The land market is experiencing a reduction in transaction volume but an increase in quality, with several new "land kings" emerging in major cities [10]. - The second-hand housing market is also stabilizing, with a notable increase in transaction volumes in key cities, particularly in first-tier cities [12][11].

这些实践充分印证了行业的一个共识：在土地红利逐渐消退的当下，建筑企业唯有深度重构产品力、技 术力和服务力，才能在激烈的市场竞争中赢得未来。以《青岛市"好房子"建设技术导则（试行）》为 例，该导则明确提出，住宅建筑在设计、生产、建造、交付、运行维护等全过程中，宜采用建筑信息模 型（BIM）技术。近年来，在与海尔、保利、华润等企业合作的多个高档住宅项目中，德才股份对BIM 技术进行了娴熟应用，充分展现了其技术实力。 作为山东省首家A股上市建筑企业，德才股份的核心竞争力在于其全建筑产业链布局。目前，公司拥有 1项特级资质和34项壹级（甲级）资质，能够提供从可研论证、规划设计、方案策划，到建筑设计、幕 墙设计、景观设计、装饰装修设计等全产业链一体化设计以及全生命周期服务。这种以设计为核心的全 产业链布局，使得新技术能够更加精准地应用于"好房子"的建设中。凭借35项顶级资质构建的技术矩 本报记者刘钊 《住宅项目规范》国家标准即将于5月1日正式实施。这份文件从层高、隔音、适老化等多个维度， 为"好房子"建设划定了清晰的基准线，成为推动建筑业向"安全、舒适、绿色、智慧"全面升级的关键力 量。此前，北京、山东、江苏等近十个省 ...

Core Viewpoint - The Beijing housing market has shown significant growth in both new and second-hand home transactions in the first quarter, driven by strong product offerings and price adjustments, indicating a favorable time for buyers [1][2][4]. Group 1: Market Performance - In Q1, Beijing's new home transactions reached 9,700 units, a year-on-year increase of 12.3%, while second-hand home transactions totaled 43,000 units, up 31.9% [2]. - March saw particularly high activity, with new home sales at 4,850 units, a month-on-month increase of 111% and a year-on-year increase of 36%. Second-hand home sales were 19,234 units, up 62% month-on-month and approximately 35% year-on-year [2]. - As of April 23, new home sales in April were 2,503 units, and second-hand home sales were 11,255 units, totaling 13,758 units [5]. Group 2: Price Trends - New home prices in Beijing decreased by 0.2% month-on-month and 5.7% year-on-year in March, with a cumulative decline of 5.6% year-on-year in Q1 [2]. - The price adjustments have led to increased market activity, with some previously stagnant projects gaining traction through competitive pricing strategies [4]. Group 3: Policy and Market Dynamics - The "Good House" policy is expected to provide further support to the Beijing housing market, with local authorities emphasizing the importance of stabilizing the market and enhancing housing quality [5]. - New residential projects entering the market are creating a "catfish effect," prompting developers to improve product quality to meet discerning buyer expectations [6]. Group 4: Competitive Landscape - Developers are increasingly focusing on product differentiation, with new projects featuring superior designs and amenities to attract buyers [6]. - The recent launch of the Jianfa Jinmao Guancheng project has been well-received, achieving a sales volume of 22.4 billion yuan with 207 units sold out of 282 available [7]. - Conversely, other projects like Jingtou Sen and Tianceng have struggled, with only 393 out of 1,094 units sold, indicating a competitive market where quality and pricing are critical [8].