房住不炒

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爆款楼盘去化超九成,深圳“五一好房节”吸引超10万市民观展|五一促消费观察
Hua Xia Shi Bao· 2025-05-07 07:18
中建鹏宸云筑营销中心现场。梁宝欣/摄 华夏时报(www.chinatimes.net.cn)记者 梁宝欣 深圳报道 "(五一假期)带了很多客户看房,我昨天就带了三批客户看罗湖蔡屋围片区,但是买那边房子大多数是之前住在 那里,对罗湖比较认可的人。"5月5日,深圳房产中介罗文(化名)向《华夏时报》记者表示,有些人就是趁着放 假买房,这时候看房的都是有意愿买房的。 5月5日,《华夏时报》记者实地走访深圳龙华片区部分新盘项目。不少楼盘营销中心人气旺盛,许多购房者拖家 带口一同看房。同时,记者留意到,有新房项目出现了人手紧张的情况,有些置业顾问仅能安排带看样板房,并 协助购房者进行价格测算。 除此之外,在五一假期期间,深圳市还举办了"五一好房节"活动,覆盖了近百个房地产项目,推出特价房、以租 换购、以旧换新3.0等众多优惠。记者在活动现场留意到,有市民向房产中介表示,"要换房的话肯定是买新房。" 乐有家数据显示,五一期间(5.1—5.5),乐有家门店二手住宅看房量同比增长16.3%,门店签约量同比增长 27.7%,相较去年有明显上涨,说明"9.29新政"的政策边际效应还在持续,深圳市场逐步"止跌回稳"。但相较今年 3月 ...
保定购房新政落地!万元补贴怎么领?手把手教你薅羊毛
Sou Hu Cai Jing· 2025-05-07 02:27
保定购房新政落地!万元补贴怎么领?手把手教你薅羊毛 这是冬冬冬的第780篇原创文章 【内容提要】 保定主城区购房补贴细则正式出炉!即日起至政策有效期内,在莲池区、竞秀区、高新区购买新建商品 住房的市民,每套可申领1万元补贴。本文梳理了申领条件、操作流程及注意事项,带你看懂政策红 利。文末附实操指南和打油诗总结,助你轻松"上车"。 一、政策背景:真金白银撬动安居梦 在"房住不炒"的基调下,保定此次购房补贴更像一场精准的"及时雨"。随着《提振消费专项行动方案》 的推进,地方政府正通过"小切口"政策激活楼市活力。1万元看似不多,但对于刚需家庭而言,足以覆 盖契税、物业费等隐性成本,实打实减轻购房压力。 二、谁能领?怎么领?关键信息划重点 补贴范围:仅限主城区(莲池区、竞秀区、高新区)新建商品住房,二手房、商住公寓不在此列。 核心条件:需在政策有效期内完成网签备案,并全额付清房款(含首付+贷款)。特别注意:若后期退 房,须先退还补贴款。 发放主体:购房地所属区政府全程操办,资金由区级财政兜底,避免"雷声大雨点小"的尴尬。 线上通过"惠保定"APP提交,全程无纸化; 线下可拨打属地服务电话预约办理(莲池区2025776 ...
恭喜没买房的人!楼市传来4个好消息,该不该买房,有答案了!
Sou Hu Cai Jing· 2025-05-02 21:12
最近没有买房的人真是赢麻了,把我羡慕的不行,刚刚广州南沙区宣布买房可以送公办学位,直接给学 区房一记重拳。 然后是公积金贷款额度和年限在不断放宽,房价和利率下降让五六年前买房的人直接崩溃。 难道五六年前买房的人就是纯纯的大冤种吗? 广州南沙的"买房送学位"新政像颗炸弹:2025年1月10日后买新房的家庭,哪怕没本地户口,孩子也能 申请公办学位。 更让人眼热的是公积金贷款额度放宽——杭州新政将首套房贷款额度提高到120万,比之前多了30万, 相当于首付压力直接砍了四分之一; 住建部推行的"好房子"标准更是隐形福利:要求新建住宅层高不低于3米,得房率不低于80%,深圳某 新盘按这个标准设计,89㎡房子做出了100㎡的使用空间,相当于"白送11㎡",开盘当天去化率达 95%。 这些变化让没买房的人突然发现:现在买房不仅便宜了,还能捡到过去花钱都买不到的"附加分"。 四个好消息砸来,没买房的人优势更明显了 好消息一:结婚人数降了,买房不再"赶鸭子上架" 民政部数据扎心:2024年全国结婚登记610.6万对,比2013年高峰腰斩,很多年轻人坦言"没房不结 婚"的压力小了。 深圳某婚恋机构调查显示,2025年相亲时主动问 ...
不管房价是涨是跌,购房者买房时,请记住不买四房,远离两铺!
Sou Hu Cai Jing· 2025-05-01 01:42
Core Viewpoint - The article emphasizes the importance of cautious home buying in the current real estate market, advising buyers to avoid certain types of properties to ensure value retention and avoid potential losses [1][5][18]. Group 1: Real Estate Market Trends - The real estate market has undergone significant changes over the past two decades, with current prices remaining high and many buyers delaying their home purchases [1][3]. - The cyclical nature of the real estate market has diminished, as evidenced by the lack of significant sales during traditionally strong periods in 2023 [3][18]. - Government policies aimed at stabilizing the housing market have been in place since 2016, with a clear focus on housing as a necessity rather than an investment [1][3]. Group 2: Buying Guidelines - Buyers are advised to follow an "8-character rule": avoid purchasing four types of properties and two types of commercial spaces [5][18]. - "Four types of properties" to avoid include: - Small property rights houses, which lack legal protection and have poor living conditions [6]. - Tourism properties that may not provide a good return on investment due to inadequate infrastructure and low visitor traffic [8]. - Retirement properties that are often located far from urban amenities, posing risks for elderly residents [10]. - Court auctioned properties, which come with high risks and strict payment requirements [12]. Group 3: Commercial Property Considerations - The article advises caution when investing in commercial properties, particularly those in poor locations or on the second floor, as their investment potential has significantly decreased [14][18]. - Key factors to consider when purchasing commercial properties include foot traffic, surrounding environment, and future development prospects [16].
浙江联翔智能家居股份有限公司 2025年第一季度报告
Zheng Quan Ri Bao· 2025-04-29 02:09
Core Viewpoint - The company, Zhejiang Lianxiang Intelligent Home Co., Ltd., is actively engaged in the wall fabric and curtain manufacturing industry, which is closely tied to the real estate market dynamics in China. The company is implementing a share repurchase plan and has proposed a cash dividend distribution to its shareholders, reflecting its commitment to returning value to investors. Financial Data - As of March 31, 2025, the company has repurchased 4,484,912 shares, accounting for 4.33% of its total share capital [5] - The total amount spent on share repurchases is approximately RMB 17.49 million, with a maximum repurchase price of RMB 17.20 per share [7] - The proposed cash dividend is RMB 1.00 per share, totaling approximately RMB 9.91 million, based on the adjusted total share capital after accounting for repurchased shares [13][34] Industry Overview - The wall fabric and curtain industry is significantly influenced by the real estate market, with a direct correlation to residential sales area and transaction volume [15] - In 2024, the sales area of new residential properties decreased by 14.1%, and the sales amount dropped by 17.6%, indicating a challenging market environment [16] - The "guarantee delivery" policy introduced by the central government aims to stabilize the real estate market, which may positively impact the demand for interior decoration materials like wall fabrics and curtains [17] Company Position - The company is recognized as a leading player in the wall fabric industry, holding key positions in various industry associations [22] - The main business activities include the research, production, and sales of seamless wall fabrics and curtains, as well as decoration and renovation services [23] - The company has established a stable procurement and production model, ensuring quality control and efficient supply chain management [24][25] Market Trends - The wall fabric and curtain market is expected to grow due to increasing consumer demand for decorative materials and the ongoing urbanization process in China [18] - The industry is experiencing a shift towards more functional and aesthetically pleasing products, with wall fabrics gaining popularity over traditional wallpaper [19] - The overall construction and decoration industry is projected to benefit from government policies aimed at enhancing housing supply and improving living conditions [20][21]
保利的破局
3 6 Ke· 2025-04-28 02:36
4月22日,保利发展发布《2024-2025年不动产行业白皮书》,明确了行业破局的方向。 作为房企中为数不多,长期坚持专注行业趋势和房企战略"实战型"研究机构,保利发展战略研究院已连续9年,为中国房地产行业持续输出"前瞻洞察"。 回首过往,白皮书每年的行业预判都被市场一一印证:"总量峰值时代、10万亿左右箱体运行、结构化牛市、行业五化、品质时代到来"。 这一次,保利再次提出年度新主张——"止跌回稳,仍是2025年房地产的首要任务。" 近1.3万字的白皮书老潘读了三遍,也与战略研究院进行了访谈交流,迷茫中保持坚定,喧嚣中保持理性……保利2025年白皮书看完,挺有嚼头。 01 穿越无人区 破局,要敢于回归行业底层规律。中国头部房企未来怎么走?保利发展从开发商变为运营商、服务商,该如何转型? 对此,保利白皮书坦言:"突围之路没有标准答案,全球范围也缺乏适合类似中国国情的经验坐标系。" 当下,中国本身就是世界上存量和新建建筑规模最大的国家,中国不动产的规模、量级早已超越曾经对标的诸多对象,未来,中国自身蕴含巨大的房地产 机遇和空间,也是其他国家无法比拟的; 另一方面,中国的土地制度,政策环境、资本环境、消费习惯和发达 ...
十年共生:窝趣的“反共识”法则如何撬动万亿租房市场?
Sou Hu Cai Jing· 2025-03-27 00:57
Core Insights - The article discusses the evolution of China's housing rental market over the past decade, highlighting the significant changes driven by policy reforms and market dynamics [1][6][36] - It emphasizes the unique approach of Woqu, which has successfully navigated the challenges of the rental market by focusing on a light-asset model and understanding consumer needs [10][12][40] Policy Developments - The Chinese housing rental market has undergone a "supply-side reform" from 2015 to 2025, with policies shifting from encouraging capital entry to prioritizing rental housing as a social welfare initiative [1][6] - By November 2024, the rental scale of concentrated apartments in eight key cities reached approximately 422,700 units, with a market share of 36.93% [1] Demand Dynamics - Urbanization rate has surpassed 67%, with a floating population of 256 million, leading to an increasing rental penetration rate as the willingness to buy homes among Generation Z continues to decline [2][12] - The demand for rental housing has evolved from merely having a place to live to seeking quality living experiences [14][22] Supply Innovations - Institutional penetration in the rental market has increased, with leading companies like Woqu leveraging capital integration and innovative models to capture market share [2][6] - Woqu has established a light-asset model that addresses the challenges of high investment and low returns in the rental industry, enabling it to serve a diverse range of stakeholders including investors, government, and enterprises [25][36] Company Evolution - Woqu's growth trajectory mirrors the industry's evolution, having adapted its strategies through three major turning points: the introduction of the "rent-purchase coexistence" policy in 2015, the collapse of high-leverage models in 2019, and the acceleration of affordable rental housing construction in 2022 [6][10] - The company has developed a multi-brand matrix to cater to the diverse needs of young consumers, transitioning from a single white-collar apartment offering to a comprehensive suite of rental solutions [22][25] Market Positioning - Woqu's strategy focuses on understanding and addressing the deep-seated needs of young renters, positioning itself as a leader in the rental market by providing quality living spaces and community engagement [12][40] - The company has successfully created a competitive edge by prioritizing service quality over sheer volume of listings, thus redefining the value chain in the rental market [40][44] Future Outlook - Woqu aims to expand its strategic blueprint to include supply chain platformization, innovative asset management models, and the establishment of new funding structures to enhance its market position [41][42] - The company is poised to play a significant role in the high-quality development of China's housing rental market, leveraging its comprehensive capabilities and insights into consumer behavior [44]
中交地产:安永华明会计师事务所(特殊普通合伙)关于中交地产股份有限公司申请向特定对象发行股票审核问询函回复的专项说明
2023-04-25 14:12
Ernst & Young Hua Ming LLP evel 16. Ernst & Young Tow Oriental Plaza 1 Fast Chang An Avenue Donachena District Beijing, China 100738 安永华明会计师事务所(特殊普通合伙 中国北京市东城区东长安街1号 东方广场安永大楼16层 邮政编码:100738 Tel 电话: +86 10 5815 3000 Fax 传真:+86 10 8518 8298 关于对中交地产股份有限公司 申请向特定对象发行股票 审核问询函回复的专项说明 深圳证券交易所: 安永华明会计师事务所(特殊普通合伙)(以下简称"我们")审计了中交地产股份 有限公司 (以下简称"中交地产"或"发行人"、"公司")2020年度、2021 年度及 2022 年度的合并及公司财务报表(统称"财务报表"),并分别于 2021年 4 月 14 日、2022 年 4 月 14 日及 2023 年 4 月 6 日出具了报告编号为安永华明(2021) 审字第 61377727_A01 号、安永华明(2022)审字第 61377727_A01 ...