Core Insights - New urban districts are becoming "trap" for investors, leading to significant financial losses for those who buy properties based on optimistic planning visions [1][7] Group 1: Market Conditions - In Ordos Kangbashi New District, the housing vacancy rate remains between 20%-30% as of 2025, despite some improvements [3] - The average price of second-hand homes in this area is only 7985 yuan per square meter, indicating a lack of market demand [4] - Tianjin Binhai New District has a commercial office vacancy rate of 42% in 2023, with a historical residential vacancy rate of 40%-50% since 2005 [4] - Chengdu Tianfu New District has a staggering office vacancy rate of 70%, with a projected increase in supply leading to further vacancy issues [6] Group 2: Economic Performance - Zhengzhou Zhengdong New District shows a GDP of 1502.5 billion yuan in 2024, but other districts in Zhengzhou are struggling with significant price drops and long listing periods [5] - Wuhan Yangtze New District has office vacancy rates of 37.8% for Grade A and 40.2% for Grade B buildings, indicating a lack of demand despite future growth projections [6] Group 3: Government Policies and Planning - Local governments are overly reliant on land finance, leading to excessive land sales without adequate industrial and population support [6] - The "housing is for living, not for speculation" policy has reduced investment demand, contributing to unsold properties in many new districts [6][7]

金十数据5月30日讯，一位知情人士表示，计划在越南建造的特朗普大厦预计投资约10亿美元，这座至 少60层的摩天大楼可能于明年开工。该建筑的计划仍处于初步阶段，它将是美国总统特朗普的家族企业 特朗普集团在越南审查的第二个重大项目。这个东南亚国家目前正在与华盛顿进行贸易谈判，以避免被 征收高达46%的关税。特朗普集团高级副总裁埃里克·特朗普上周访问了越南，对位于该国南部商业中 心胡志明市的这座大楼的选址进行了调查，并参加了越南北部一个高尔夫度假村的奠基仪式。消息人士 称，该高尔夫俱乐部将由特朗普集团负责运营，而其越南合作方、房地产公司 Kinhbac City将负责开发 建设，预计投资额为15亿美元。消息人士表示，特朗普大厦可能也会达成类似的安排，预计投资主要来 自当地合作伙伴。 订阅特朗普动态 +订阅 消息人士：价值10亿美元的越南特朗普大厦将于明年开工 ...

美国联邦存款保险公司：银行资产质量总体良好，但商业房地产投资组合的疲软依然存在。"问题银 行"数量减少了三家，现共计63家银行。 ...

阿联酋凭开放政策、经济转型及全球化定位成全球房地产焦点，迪拜与阿布扎比各具特色。 阿联酋凭借开放的政策环境、持续的经济转型和全球化的城市定位，成为全球房地产投资者关注的焦点。 迪拜与阿布扎比两大核心市场各具特色。迪拜以国际化流量引擎打造资产流动性优势，阿布扎比以智慧规 划构建稀缺价值壁垒，两者共同构成中东地区最具抗跌性的投资组合。 迪 Dubai 拜 市场机遇：政策、经济与规划三重红利叠加 The United Arab Emirates 0 1 1、政策红利构建投资友好型环境 • 黄金签证：吸引外籍投资者（2024年外籍购房占比超60%，英、印、中买家为主），购房即享长期居留 权。 • 税费优势：无资本利得税、遗产税，持有成本低；低利率环境（3%-4%）降低购房杠杆压力。 2、经济韧性与人口支撑 • 多元产业，非石油经济占比74.6%，旅游业（年接待1872万国际游客）。 • 人口结构优势显著：68.6%的25-54岁青壮年群体、92%的外籍人口比例，催生旺盛的居住与租赁需求。 3、区域价值分化孕育结构性机会 • 核心区（短期高流动性）： -朱美拉棕榈岛海景别墅（全球顶级配套，抗通胀属性）。 4、未来增长引 ...

CRIC披露最新数据显示，截止2024年末TOP100房企土储总量收缩明显：总土储货值25.17万亿元，同比下降13%；总土储建面15.73亿平米，同比下降 12%。 具体到房企来看，百强房企中有96家房企总土储货值下降，降幅超过20%的房企数量占比达到15%。 不过，由于房企销售降幅大于土储总量收缩的速度，房企仍然面临较大的存货去化压力。百强房企截止2024年末的土储货值去化周期加权值以6.93年创历 史新高。货值规模在1000亿至3000亿房企的去化周期高达9.01年。 房企的投资逻辑被重构，货值规模高不再是优势，而小体量、健康的存货储备或是保障企业稳健运营的关键。 百强总土储货值同比降13% 龙头房企"瘦身"明显 百强房企总土储货值和建面双降。 截止2024年末，TOP100房企总土储货值和总土储建面分别为25.17万亿元和15.73亿平米，较去年分别下降13%和12%。 自房地产行业开启新一轮"去库存"以来，百强房企总土储货值自2020年达到峰值后逐年下降，到2024年百强房企总土储货值较2020年高峰期已下降了 45.2%。 2024年总土储货值排名前十的房企中，货值规模下降较大的分别为万科地产、碧 ...

迪拜五大区域（市中心、商业湾、朱美拉棕榈岛、迪拜山庄、阿尔富江）各具优势，热销项目亮点突 出。 根据城市发展规划、重点企业项目表现，以及第三方Property Finder搜索量等最终选取具有代表的五大区 域，并进行进一步分析研究。 0 1 迪拜市中心 稀缺资产和地标价值凸显 The United Arab Emirates 迪拜市中心拥有哈利法塔、迪拜购物中心、音乐喷泉三大IP，年均吸引2000万游客，并推动高端公寓需 求， 尤其是中东及俄罗斯高净值投资者。 与此同时因土地资源稀缺且供应有限，2024年交付的住宅仅占 市场4%左右的比重，这种稀缺性使其房价和租金具有天然抗跌性。 | 維度 | 现状特征 | 未来潜力 | | --- | --- | --- | | 人口 | 密度高,以高净值及国际人士为主 | 持续吸引高端人才流入,人口规模与多元化程度提升 | | 产业 | 金融机构集聚,商业贸易繁荣,高端酒店餐饮 | 巩固金融核心地位,拓展商业规模,文旅产业协同升级 | | | 发达,文化娱乐设施丰富 | | | 住宅 | 以高端公寓、别墅为主,配套完善,集中于地 | 开发更趋高端智能,稀缺性凸显,房产价值 ...

过去一年，墨尔本的零售主街区正逐步回暖。 根据 BWP Advisors 于 2025 年初发布的最新报告，墨尔本主要商业街的平均空置率已从去年的 11%降至 8.6%，显示出线下零售市场正稳步复苏。 在众多街区中，South Yarra 的 Toorak Road 表现尤为突出，空置率从 10% 降至 4.6%； Brighton 的 Church Street 更以 1.7% 的超低空置率，成为目前最为稳健的街区之一。 | Strip | Jan-25 | | --- | --- | | Bridge Rd, Richmond | 21.3% | | Chapel St, South Yarra | 11.0% | | Burke Rd, Camberwell | 10.5% | | Glenferrie Rd, Malvern | 9.3% | | Clarendon St, South Melbourne | 8.1% | | Glenferrie Rd, Hawthorn | 6.6% | | Acland St, St Kilda | 5.8% | | Puckle St, Moonee Pond ...

Investor Presentation FY 2022 June 2022 The information contained in this presentation is provided by CSI Properties Limited (the "Company") based on information available to it and does not constitute a recommendation regarding the securities of the Company and or its subsidiaries The information contained in this presentation has not been independently verified. In all cases, interested parties should conduct their own investigation and analysis of the information. No representation or warranty, expressed ...

Investor Presentation 1H FY 2023 Nov 2022 0 Disclaimer The information contained in this presentation is provided by CSI Properties Limited (the "Company") based on information available to it and does not constitute a recommendation regarding the securities of the Company and or its subsidiaries The information contained in this presentation has not been independently verified. In all cases, interested parties should conduct their own investigation and analysis of the information. No representation or warr ...

0 Investor Presentation 1H FY 2024 Nov 2023 Disclaimer The information contained in this presentation is provided by CSI Properties Limited (the "Company") based on information available to it and does not constitute a recommendation regarding the securities of the Company and or its subsidiaries The information contained in this presentation has not been independently verified. In all cases, interested parties should conduct their own investigation and analysis of the information. No representation or warr ...