"五一"期间的销售情况对于房企整个二季度销售业绩至关重要，北京市的很多房地产项目均推出了花样 繁多的促销活动，还有众多新盘在"五一"期间推出。 刚刚过去的"五一"小长假，一些城市的楼市延续三四月份的活跃，热度依旧。不少购房者趁小长假空闲 时间看房，很多售楼处看房者络绎不绝。这表明，一段时间以来，随着一系列调控政策持续落地见效， 房地产市场呈现积极变化。下一步，还须持续巩固市场稳定态势，促进房地产市场平稳健康发展。 一线城市楼市更活跃。"五一"小长假期间，上海市的个别新楼盘当天开盘、当天售罄。个别楼盘的认购 量远大于供给量，甚至需要通过积分摇号确定购买机会。小长假前两天，广州市黄埔区47个在建在售楼 盘累计到访超2000组，认购量较去年同期上涨37%，到访转成交率显著提升。深圳市在"五一"期间举办 了"好房节"，5月1日当天就吸引4万多名市民到场，期间推出的某房地产项目当天售出92%。 也应该看到，房地产市场现在还处在调整阶段。从发展空间看，我国的消费结构总体上还处在升级过程 中，城镇化并没有完成，房地产市场成长空间巨大，居民对绿色、宽敞、舒服的"好房子"市场需求较 大。下一步，各地应认真贯彻落实促进房地产止跌 ...

以深圳为例，"五一"期间全市新建商品住房认购826套，较去年同期增长23.89%，其中已网签认购书317 套。 中新网北京5月6日电(记者左宇坤)走过"金三银四"传统销售旺季，房地产市场在"五一"假期展现出持续 回暖的势头。 机构分析认为，多地举办的购房季、好房节等活动，以及推出的配套优惠措施，显著激活楼市。未来在 房企促销、"好房子"供应增加及政策利好预期带动下，核心城市住房市场有望持续得到支撑。 另据上海市房管局数据，"五一"假期上海市一手房成交同比增加，假期5天成交量同比增加12%。一手 房项目认购热度较高，假期内共有9个项目完成认购，其中有4个项目认购比超过1。 二手房交易谨慎 相较于新房市场的火热，二手房市场则展现出更明显的分化状态。 新房市场火热 "这个假期，北京新房项目推出的优惠活动比较多，特价促销的力度不小，一些外围区域楼盘的特价房 源甚至还有'折上折'的活动，能达到7-8折。"北京市一位新房销售人员对记者表示。 另一位福建厦门新房销售人员对记者提到，"五一"假期的5天时间里，自己平均每天要带看5组客 户。"尤其是一处热门新盘，感兴趣的客户特别多，我每天都得跑两三次。好在最后一天定下来了2套， ...

每经记者 包晶晶 每经编辑 陈梦妤 经历了停工、破产重整、多轮谈判筛选后，河北省石家庄市正定县云栖泊缦（原名佳兆业·悦峰）终于 在4月23日宣布正式重启，并移交"章、证、照"和2025年度回迁过渡费。 《每日经济新闻》记者了解到，云栖泊缦项目共计42万平方米，涉及2600余户家庭。2022年4月，项目 因资金链断裂等问题停工，最终在多方联动下，形成了五矿信托、蓝绿恒睿（蓝绿双城旗下公司）、中 国二十冶等多方共建的模式。 "更好地保障了购房者权益" "按照惯例，法院会先对企业进行重整，但这一程序相对复杂，周期也很长。这个项目曾经进行过相关 探讨，最终没有成功。现在这个项目没有进行这样的程序，而是由新的投资人把债务债权一次性兜 底。"蓝绿双城相关负责人通过电话对每经记者表示，"简单来说，相当于重新引入了投资人、总包单 位、开发操盘单位等一组单元"。 据蓝绿双城方面透露，这一项目中，五矿信托更接近整合资源的平台角色，蓝绿恒睿作为操盘运营方， 承担"变量共建"角色。 蓝绿双城总裁、蓝绿恒睿总经理姚光叶曾表示，当前已经进入"住上好房子，过上好生活"的新阶段。云 栖泊缦项目计划额外投入千万元提升已交付区域景观品质，并针对 ...

Core Viewpoint - The article highlights a mixed performance in the real estate market during the May Day holiday, with a notable increase in domestic tourism while the housing market shows signs of stagnation or slight recovery in certain cities [2][13]. Group 1: New Housing Subscription - New housing subscriptions in 19 key cities saw a slight year-on-year decline of 4%, with a total subscription area of 122.2 million square meters during the May Day holiday, reflecting a 35% decrease from the previous month [4][3]. - Major cities like Beijing, Shanghai, and Shenzhen experienced insufficient growth momentum, with Beijing and Shenzhen seeing a significant drop in project visits and subscriptions [5][6]. - Cities such as Guangzhou, Wuhan, and Tianjin maintained a weak recovery, with Guangzhou's project visits increasing by over 200% during the holiday due to aggressive marketing and discounts [5][6]. Group 2: Market Dynamics - The article notes a significant disparity in market performance across different cities, with cities like Hefei, Nanjing, and Changsha showing a decline in subscription areas of over 40% year-on-year [7]. - In Wuhan, the market showed a steady increase in activity, with visits up 45% and subscriptions up 70% compared to April, driven by limited new supply and strong demand for upgraded housing [6][7]. - The overall market sentiment indicates that consumers are prioritizing value for money, leading to strong sales in core area properties and heavily discounted entry-level homes [10][13]. Group 3: Future Outlook - The article predicts that overall transaction volumes in May will remain at low levels, potentially stabilizing or slightly increasing compared to April, with year-on-year comparisons expected to hold steady [13]. - The introduction of quality housing products in cities like Guangzhou and Chongqing is anticipated to further stimulate demand and increase new housing transactions [13].

Core Viewpoint - The recent "May Day" holiday has seen a significant uptick in real estate transactions in Beijing, with developers reporting high visitor numbers and substantial sales figures, indicating a renewed interest in the housing market driven by new regulations and consumer expectations for quality housing [1][3][6]. Group 1: Sales Performance - Developers such as China Merchants Shekou and Poly Developments reported sales of 1.8 billion yuan and 705 million yuan respectively during the "May Day" period [1]. - The China State Construction Engineering Corporation's project achieved sales of 610 million yuan, with specific projects like Yuanqi selling 36 units [1]. - The Beijing Jinju Wangjing Yunshang project experienced overwhelming customer interest, with 18 sales staff struggling to manage the influx of clients [3]. Group 2: Market Trends - The introduction of the "Good House" national standard has shifted public focus from just usable area ratios to the quality of public spaces, emphasizing community living [1][11]. - The average sales price for new projects ranges from 11,000 to 13,000 yuan per square meter, reflecting a competitive pricing strategy among developers [3]. - Online property search activity increased by approximately 3.9% during the "May Day" holiday compared to the previous five days, indicating heightened consumer interest [6]. Group 3: Consumer Preferences - Buyers are increasingly inquiring about usable area ratios and overall living quality, reflecting a shift from merely acquiring housing to seeking better living experiences [11][13]. - The focus on community spaces and social interaction is becoming a critical factor in home buying decisions, with developers like Longfor Group emphasizing the importance of public areas in their projects [11][13]. - The expectation for higher quality housing is evident, as consumers are now more discerning about design and functionality, with a preference for projects that offer better living conditions [13].

"五一"小长假，北京楼市情况如何？《证券日报》记者"五一"期间走访了解到，北京新房市场热度延 续，很多楼盘都推出较大的优惠力度，到访客户络绎不绝；与此同时，二手房市场则维持平稳成交，支 撑市场保持回稳态势。 新楼盘接连入市 "抱歉，今天客户比较多，户型图您可以带回去和家人商量下，首付如果一周内交齐的话，折扣力度更 大。"5月1日下午，《证券日报》记者来到丰台区一处刚刚开盘4天的新房售楼处，预约的置业顾问黎女 士在介绍完项目亮点、带记者参观完样板间后，便开始忙着为下一批客户计算户型面积总价。 当天，记者先后探访了位于北京朝阳、丰台的多个新楼盘，在"五一"假期的首日，售楼处已有不少客户 在看房。 "重点城市新房市场呈现改善为主，刚需为辅的供应结构。"上海易居房地产研究院副院长严跃进对记者 表示，随着"好房子"政策落地，居民对于品质高、户型好、配套完善、性价比高的项目欢迎度高，开发 商也在供给端积极迎合市场需求。 二手房市场韧性足 在二手房方面，"五一"小长假期间，北京二手房市场延续回稳态势，尽管热度相较"小阳春"有所回落， 但记者实地走访发现，核心板块买卖意愿仍然稳定，市场运行表现出较强韧性。 "3月份，这几个大 ...

Core Viewpoint - The implementation of the "Good House" national standard, known as the "Residential Project Specification," on May 1 marks a significant shift in the real estate industry towards quality competition, establishing quantifiable indicators for residential products [1] Group 1: Policy and Standards - The "Residential Project Specification" introduces 38 core clauses, including minimum ceiling heights of 3 meters, mandatory elevators for buildings with four or more floors, and strict limits on sunlight and noise [1] - This is the first national standard in China that covers the entire lifecycle of residential projects, focusing on safety, comfort, sustainability, and intelligence [1] - The new policy presents both challenges and opportunities for real estate companies, emphasizing the need to align with national policy and meet the growing housing quality demands of the public [1] Group 2: Industry Response and Development - State-owned enterprises are taking the lead in exploring development models that align with the "Good House" standards, aiming to create higher quality and more comfortable living products [2] - The Xiyue Xingcheng project by Shichuang City Development Group in Daxing New City exemplifies this approach, integrating new national standards into residential construction [2] - The project benefits from its proximity to major transportation networks, enhancing accessibility to key business districts and improving the overall attractiveness of the area [2] Group 3: Quality Control and Community Development - Quality control in project construction is a focal point, with the implementation of a "sample first" system to ensure stable engineering quality [3] - The project features a green space ratio of approximately 30% and is designed to provide seasonal ecological experiences [3] - The development also emphasizes the creation of well-rounded communities, with educational, commercial, medical, and recreational facilities in close proximity [4] Group 4: Market Trends and Consumer Demand - The real estate industry is undergoing a supply-side structural reform, with many top 50 real estate companies launching products that meet the new national standards, particularly among state-owned enterprises [4] - There is a growing consumer focus on high-quality residential projects, driven by increasing demands for improved living conditions [4] - The combination of policy guidance and market demand is accelerating the industry's transition towards high-quality development, enhancing the living experience for residents [4]

本报记者 梁宝欣 深圳报道 克而瑞数据显示，当前有50%头部物业企业落地应用AI大模型，但在建设中普遍面临着数据碎片化、行业知识结 构化不足、数据孤岛效应、实时性瓶颈，以及安全与效能难以平衡等问题。 近日，克而瑞集团CEO张燕向《华夏时报》等媒体表示，当前物业行业正面临三重变革浪潮：经营端利润空间持 续压缩、业主端服务诉求升级、企业内部管理效能瓶颈。这些背后，是行业对智能化转型的强烈诉求，既要破解 经营困局，更要重构服务价值体系。虽然近3年头部物企的每年数字化平均投入已达千万量级，但行业发展仍受制 于投入产出失衡、服务能力断层和数据资产沉睡。 "破解这些矛盾的关键，在于构建真正理解行业逻辑的智能中枢。"张燕表示，在AI大模型驱动下，物业服务行业 AI转型已初步形成智能服务响应提升、预测性维护闭环和运营管理中枢升级的三大转型路径。 行业转型催生AI发展刚需 克而瑞物管指出，随着社会发展和生活品质要求的提高，物业服务企业正承受着成本与绩效的双重压力。人力成 本持续攀升，占总成本比重不断增加，而高流失率导致招聘与培训效果有限。同时，物业费调整长期停滞，盈利 空间被压缩，营业收入下滑，不盈利项目不得不选择抛盘止损。收 ...

Core Viewpoint - The real estate market is showing signs of stabilization, with top 100 real estate companies experiencing a slight decline in sales but maintaining a steady recovery trend [1][3]. Group 1: Sales Performance - In April, the top 100 real estate companies achieved a sales turnover of 284.68 billion yuan, with a cumulative sales turnover of 1,018.17 billion yuan from January to April, reflecting a year-on-year decrease of 6.7% [1]. - Poly Developments leads the sales rankings with a turnover of 80.61 billion yuan, followed by Greentown China and China Overseas Land & Investment with 71.02 billion yuan and 61.39 billion yuan respectively [1]. - The sales thresholds for different tiers of companies have shown differentiation, with the top 10, 30, and 50 companies experiencing increased sales thresholds, while the top 20 companies saw a year-on-year decrease of 8.9% to 11.26 billion yuan [1]. Group 2: Market Strategy - Real estate companies are shifting focus from merely achieving sales targets to enhancing high-quality development and improving contract collection rates [2]. - The implementation of "one city, one policy" marketing strategies allows companies to respond quickly to market changes and optimize regional land reserve structures [2]. - Investment strategies are now concentrated on high-capacity cities, prioritizing projects with high revenue certainty, leading to significant land acquisitions in core areas of first and strong second-tier cities [2]. Group 3: Market Outlook - The new housing supply in April remained stable compared to the previous month, but transaction volumes showed a slight decline, with expectations for May indicating a similar trend [3]. - The emphasis on constructing "good houses" has been reinforced by the government, with a significant portion of the housing stock being older, indicating a persistent demand for high-quality housing [3]. - The central government is expected to accelerate the implementation of supportive policies for the real estate market, which may lead to continued recovery in core city markets [4].

楼市传统"金三银四"时期，房企销售业绩如何？ 楼市传统"金三银四"时期，房企销售业绩如何？ 克而瑞发布的最新数据显示，4月，TOP100房企实现销售操盘金额2846.8亿元，累计业绩来看，百强房 企1-4月实现销售操盘金额10181.7亿元，同比降低6.7%，整体延续止跌回稳态势。 从房企销售阵营看，保利发展稳居榜首位置，前四月销售操盘金额806.1亿元，绿城中国、中海地产销 售金额分别为710.2亿元、613.9亿元，华润置地、招商蛇口位居第四、第五位，销售额为616.1亿元、 473.1亿元。 此外，万科地产、建发房产位于四百亿阵营，销售额分别为428.5亿元、426.7亿元，华发股份、越秀地 产、滨江集团卡位最后三个TOP10位次，销售金额分别为353.1亿元、312.4亿元、272.4亿元。 在销售策略上，房企多实施"一城一策、因城施策"营销策略，以加快应对市场的反应速度，确保每个项 目都有合理流速，持续去化的同时优化区域土储结构。同时，加强自有渠道的建设力度，通过数字化营 销降本增效。 因销售市场冷热不均，当下房企在投资时也聚焦高能级城市，以效率为先，更加关注收益确定性高的项 目。唯有在一线或强二线 ...