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11月楼市分化加剧:百城新房均价微涨,二手房价持续盘整
Di Yi Cai Jing· 2025-12-01 09:55
新房价格结构性微涨、二手房价持续盘整......刚刚过去的11月,楼市行情还在分化。 刚刚过去的11月,楼市行情还在持续分化。 成交层面,重点城市如上海、深圳、杭州等地,11月新房、二手房成交环比都出现不同程度上涨,同比则在高基数下出现下滑。业内 认为,年末房企进入业绩冲刺阶段,新房成交量有望实现翘尾,二手房受挂牌量较高等因素影响,价格仍处"博弈期"。 新房二手房价格分化 值得注意的是,虽然新房市场价格结构性上调,但销售市场的压力依然存在。 截至11月份,今年销售额超1000亿的房企数量为8家,较去年同期减少1家,销售额均值为1710.4亿元;销售额在500亿~1000亿的房企 数量共6家,同比减少2家,销售额均值755.3亿元;销售额在300亿~500亿之间的房企数量共7家,同比减少9家,销售额均值393.8亿 元;销售额在100亿~300亿之间的房企数量共45家,同比增加2家。 业内表示,目前销售下滑主要集中在300亿~500亿规模的中小企业,而500亿以上及千亿级头部企业韧性较强,数量波动较小。头部房 企的集中度进一步提升,今年前11月,前10强企业在百强企业销售额占比接近达49.5%,较去年提升1.3 ...
每周海内外重要政策跟踪(25、11、28)-20251201
Haitong Securities International· 2025-12-01 09:32
Domestic Macro - The National Cooperative Federation of China held its eighth congress on November 24, emphasizing the need for comprehensive reform and development in cooperative services [1][4] - The People's Bank of China announced a 10,000 billion yuan MLF operation on November 25, with a net injection of 1,000 billion yuan to maintain liquidity in the banking system [1][4] - The State Council launched the 14th National Policy Promotion Week to reduce the burden on enterprises on November 25 [1][4] - The National Data Bureau initiated pilot projects for data resource development in 12 state-owned enterprises, focusing on traditional and emerging sectors [1][4] - The Ministry of Commerce and five other departments issued a plan to enhance the adaptability of supply and demand in consumer goods, aiming for significant improvements by 2027 [1][4] Industry Policies - The Ministry of Housing and Urban-Rural Development announced a focus on urban renewal actions in four key areas on November 21 [2][5] - The Ministry of Industry and Information Technology launched commercial trials for satellite IoT services on November 22, supporting the development of new industries [2][5] - The Ministry of Industry and Information Technology initiated the creation of national emerging industry development demonstration bases, aiming to establish around 100 parks and 1,000 enterprises by 2035 [2][5] - The National Space Administration released an action plan to promote high-quality development in commercial aerospace on November 25 [2][5] Local Policies - The Shanghai Municipal Government issued measures to deepen the reform of drug and medical device regulation to promote high-quality development in the pharmaceutical industry on November 24 [6][18] - The Guizhou Provincial Development and Reform Commission held a meeting to address price competition issues on November 25 [6][18] - Guangdong Province introduced a financial support plan for enterprises to conduct industry chain integration and mergers on November 26 [6][18] Overseas Dynamics - The Chinese Foreign Ministry urged Japan to fulfill its commitments to China in practical actions on November 21 [7][20] - The G20 leaders' summit concluded on November 23, emphasizing multilateral cooperation and common development [7][20] - The European Parliament approved the "European Defense Industrial Plan" on November 25, aimed at strengthening the EU's defense capabilities [7][20] - The New Zealand Reserve Bank lowered its benchmark interest rate by 25 basis points to 2.25% on November 26, indicating potential further easing [7][20]
海归青年戈玉兰:我在苏州修建筑文物
Zhong Guo Xin Wen Wang· 2025-12-01 08:32
中新网苏州12月1日电 题:海归青年戈玉兰:我在苏州修建筑文物 中新网记者 钟升 穿行于园林花阶与古建模型之间,戈玉兰如数家珍,娓娓道来。对于这位年轻的海归女生来说,对建筑 文物的修缮与保护已是人生中不可分割的一部分。 戈玉兰出生、成长于有着2500多年历史的苏州古城区,踏着青石板路,穿行于粉墙间数着檐上黛瓦上学 是再平常不过的事情。有时,戈玉兰会自豪地指着古屋告诉同学:"那是我爸爸修缮的。" 戈玉兰的父亲戈荣华曾参与过长三角地区众多古建筑的修复、保护工作,在业内颇有名气。戈玉兰小时 候,父亲会带着她前往修复现场。看着父亲的工作、听着古建筑的故事,当时的戈玉兰并没有想到,自 己有一天会成为年轻一代的古建筑守护人。 时光飞逝,长大后的戈玉兰以优异的成绩入学了伦敦大学学院的商科专业。在求学过程中,戈玉兰发 觉,自己依旧对故乡的古城区抱有一份特殊的情感。研究生阶段,她选择了城市更新专业,开始学习城 市经济学、都市社会学等课程。 学习中,戈玉兰了解到,城市是复杂而富有生命力的。回想起自己成长过程中古城区业态的不断变化, 她开始意识到,自己生于斯长于斯的古城区并非常年不变、垂垂老矣,依旧迸发着活力。在课程中,戈 玉兰惊 ...
三大房企“用钱投票”,沈阳这个板块赢麻了!
Sou Hu Cai Jing· 2025-12-01 07:58
广告 前不久,塔湾街地铁口地块正式定名"沈阳地铁·崇山和悦",标志着皇姑西部区域今年下半年已有两个纯新盘亮相,而中海J地块也预计在2026年登场。 金地、沈阳地铁置业、中海等头部房企纷纷布局,沈阳地铁置业官宣两个项目中就有一个落子塔湾,这个板块究竟有何"魔力",吸引如此多行业巨头? 塔湾的"整容式变脸" 今年初,有媒体将塔湾板块比作"熹妃回宫",到了年末,这一预言已成现实:塔湾一跃成为沈阳楼市的热门板块。 数据显示,沈阳地铁正式官宣的崇山和悦项目,不仅刷屏朋友圈,更引发行业强势围观。而此前,金地峯玺壹号营销中心于10月末开放,当天自然到访超 1000组,样板间更是出现购房者"排队打卡"的景象。 与此同时,中海J地块虽未正式亮相,却已成为众多购房者每日关注的焦点。从目前态势看,塔湾的热度不仅将持续至明年,几个新项目的价格也成市场 焦点。金地峯玺壹号高层预计170万/套起,洋房220万/套起。有评论认为,照此趋势,塔湾板块"破一争二"已非空谈。 结合塔湾二手房环比5%的涨幅来看,说一句塔湾正在"重回两万时代",亦不为过。当然也会有人问,"它哪里值两万了"?甚至会问,在"体感普降"的当 下,塔湾怎么可能"破二"? ...
市委常委会召开会议 传达学习习近平总书记重要讲话 重要指示精神和省委全会精神
Zheng Zhou Ri Bao· 2025-12-01 01:21
Core Points - The meeting emphasized the importance of implementing the spirit of Xi Jinping's important speeches and instructions, focusing on safety management and legal governance to ensure the protection of people's lives and property [1][2] - The meeting highlighted the need to reduce formalism and burdens on grassroots levels, promoting effective governance and high-quality development [2] Group 1 - The meeting conveyed Xi Jinping's directives regarding the major fire incident in Hong Kong and the importance of enhancing fire safety measures, including comprehensive inspections and improved early warning systems [1] - The meeting underscored the necessity of strengthening the rule of law in Zhengzhou, promoting scientific legislation, strict law enforcement, and public compliance to create a new landscape for legal governance [1][2] - The meeting called for a thorough self-revolution to address formalism, encouraging party members to take responsibility and drive initiatives for economic and social development [2] Group 2 - The meeting recognized the significance of the Provincial Party Committee's 11th Plenary Session, which aligns with the implementation of the 14th Five-Year Plan and the preparation for the 15th Five-Year Plan [2] - The meeting stressed the importance of advancing market-oriented reforms and enhancing urban development, focusing on creating a resilient, livable, and innovative city with international characteristics [2]
传达学习习近平总书记重要讲话 重要指示精神和省委全会精神
Zheng Zhou Ri Bao· 2025-12-01 00:39
省委常委、市委书记安伟主持会议。 会议还研究了其他事项。 会议传达了习近平总书记对香港新界大埔区住宅楼重大火灾事故和对全面依法治国工作作出的重要 指示精神、在中央政治局第二十三次集体学习和11月28日中央政治局会议上的重要讲话精神。会议指 出,要坚持人民至上、生命至上,全面深入摸排消防隐患,持续强化智能预警能力,全面提升安全管理 水平,切实保障人民群众生命财产安全。要坚持和加强党的领导,统筹推进科学立法、严格执法、公正 司法、全民守法,努力开创法治郑州建设新局面。要坚持正面引领,强化综合施策,注重协同联动,形 成常态长效,持续营造风清气正的网络空间。要扛稳抓实巡视整改主体责任,逐条对账销号、齐抓共管 推进,有力有序有效抓好整改,以高质量整改护航高质量发展。 会议指出,省委十一届十次全会是在全省上下深入学习贯彻党的二十届四中全会精神,冲刺收 官"十四五"、谋篇开局"十五五"的关键节点召开的一次十分重要的会议。省委全会通过的一系列文件特 别是省委"十五五"规划建议,为全省发展绘就宏伟蓝图。全市上下要把学习宣传贯彻省委全会精神,同 学习宣传贯彻党的二十届四中全会精神和习近平总书记在河南考察时重要讲话精神相贯通,聚焦 ...
中指研究院:11月百城二手住宅均价为13143元/平方米 环比下跌0.94%
Zhi Tong Cai Jing· 2025-12-01 00:31
新房方面,11月,市场供应整体仍在低位,上海、成都、杭州等城市均有高端改善项目入市,带动核心 城市新建住宅均价上涨,进而推动百城新建住宅价格环比保持结构性上涨,百城新建住宅均价为17036 元/平方米,环比上涨0.37%,同比上涨2.68%。租赁住宅方面,11月住房市场进入传统淡季,50城住宅 平均租金为34.36元/平方米/月,环比下跌0.60%,同比下跌3.57%。 图:2021年1月至2025年11月百城新建住宅价格及环比变化 图:2021年1月至2025年11月百城二手住宅价格及环比变化 图:2021年11月至2025年11月50城住宅平均租金及环比变化 数据来源:中指数据 分梯队看,二手住宅方面,11月,一线、二线及三四线城市二手住宅价格环比分别下跌1.15%、 0.98%、0.81%,同比分别下跌5.62%、8.24%、7.47%,较上月跌幅均有所扩大。新建住宅方面,11月, 上海、成都、杭州、宁波等城市均有高端改善项目入市,带动一二线城市价格同环比均上涨,三四线城 市更多以消化现有库存为主,同环比均下跌。其中,一线城市新建住宅价格环比上涨0.75%,同比上涨 6.66%;二线城市环比上涨0.36 ...
惠及群众的事,再难也要想办法解决
Ren Min Ri Bao· 2025-12-01 00:25
Core Viewpoint - Shanghai has completed the "toilet relocation" project, marking a significant step in urban renewal and improving living conditions for residents, reflecting the city's commitment to the "People's City" concept [1][2][20]. Group 1: Project Completion and Impact - The "toilet relocation" project, which involved upgrading old housing without sanitary facilities, has been completed, benefiting numerous residents who previously faced significant hardships [1][3]. - In September 2023, the last 14,082 households identified as "toilet carriers" were targeted for renovation, with a two-year timeline set for overall completion [10][21]. - The project has significantly improved living conditions, with Shanghai's average living space increasing to 19.0 square meters per person by the end of 2024, nearly three times the figure from 1990 [12][21]. Group 2: Historical Context and Challenges - The "toilet relocation" issue symbolizes a broader historical narrative of urban development in Shanghai, where many residents lived without proper sanitation facilities for decades [3][4]. - The transformation began in the 1990s, with a focus on improving living conditions and addressing the lack of sanitary facilities in old neighborhoods [5][9]. - The challenges of upgrading these facilities were compounded by the historical context of urban infrastructure, which included outdated sewage systems that complicated modern upgrades [4][10]. Group 3: Government Commitment and Strategy - The Shanghai government has consistently prioritized the "People's City" concept, emphasizing the importance of improving residents' quality of life through urban renewal initiatives [8][11]. - Significant financial resources have been allocated to support the "toilet relocation" project, demonstrating the government's commitment to addressing these critical issues despite the high costs involved [10][11]. - The approach to urban renewal has evolved to focus on preserving historical buildings while enhancing living conditions, reflecting a balance between modernization and heritage conservation [19][20]. Group 4: Community Involvement and Feedback - The renovation process has involved extensive community engagement, with local residents' needs and preferences being prioritized in the design and implementation of housing upgrades [14][15]. - Various strategies, including "house swapping" to create space for new sanitary facilities, have been employed to address the unique challenges of each neighborhood [18][19]. - The success of the project has been attributed to the collaborative efforts of government officials, community leaders, and residents, highlighting the importance of grassroots involvement in urban renewal [16][17].
德必集团贾波:在乐观中寻找新机遇
Shang Hai Zheng Quan Bao· 2025-11-30 18:29
Core Insights - The article emphasizes the importance of adaptability and optimism for entrepreneurs to navigate various economic cycles and challenges [4][10] - The company, Debi Group, has successfully served over 10,000 cultural and technological enterprises and more than 200,000 white-collar workers, managing nearly 2 million square meters of park area [3][5] - Debi Group has developed a diverse range of cultural and creative park products and has established itself as a leading operator in the industry since its founding in 2003 and subsequent listing in 2021 [5][6] Company Overview - Debi Group operates various park models, including the "Debi WE series" and "Debi Sports LOFT series," focusing on creating vibrant and community-oriented workspaces [5][6] - The company has shifted its business model from a traditional landlord approach to a collaborative revenue-sharing model with property owners, enhancing its service offerings [8][9] - The company is expanding its footprint into second and third-tier cities, aligning with national trends in cultural tourism integration [9] Growth and Development - The growth journey of Debi Group is categorized into four phases, with a significant transition occurring in 2012 when the company began to thrive after overcoming initial survival challenges [7][8] - The company has seen rapid growth in non-rental income, with a projected 15.53% year-on-year increase in membership and service revenue for 2024 [9] Vision and Future Plans - The company aims to embrace technology and invest in artificial intelligence while exploring international expansion, particularly in regions like Australia [10][11] - Debi Group has initiated a data engineering project to create a substantial database that will enhance operational efficiency for its tenants [11] - The establishment of an entrepreneurial academy is envisioned to help entrepreneurs avoid common pitfalls and improve management skills [12][13]
稳中求进每月看 | 绘就笃行致远新图景——11月全国各地经济社会发展观察
Xin Hua She· 2025-11-30 13:51
Group 1: Agricultural Production - The focus is on enhancing winter wheat planting to ensure a strong foundation for summer grain production, with over 95% of winter wheat sown by November 20 [3] - Various regions are implementing advanced agricultural techniques and technologies to improve planting quality and efficiency, such as using high-performance precision seeders and organic fertilizers [2][3] - Local governments are actively supporting farmers with technical guidance and resources to mitigate the impact of adverse weather conditions on grain production [2][3] Group 2: Consumer Market Trends - The consumer market is evolving with innovative models such as drone delivery and automated transport, driven by a focus on creating dynamic and balanced ecosystems [4][5] - The government has initiated policies to enhance the adaptability of consumer goods supply and demand, with 19 key tasks outlined to promote new consumption scenarios and business models [4] - Platforms like Douyin and Taobao are leveraging technology to optimize supply chains and enhance consumer experiences, indicating a shift towards personalized and quality-driven consumption [4][5] Group 3: New Productive Forces - The integration of artificial intelligence in manufacturing is accelerating the development of new productive forces, exemplified by innovations in waterless dyeing technology [6][7] - Various regions are fostering the convergence of manufacturing and service industries, with significant advancements in digital economy initiatives [6][7] - The recent China International Import Expo showcased numerous new products and technologies, highlighting China's position as a rapidly innovating market [6][7] Group 4: Urban Renewal - Urban renewal initiatives are being implemented across the country, focusing on improving living conditions and upgrading infrastructure in old neighborhoods [8][9] - The government emphasizes a systematic approach to urban renewal, addressing planning, funding, and governance to ensure effective implementation [8][9] - Smart community management platforms are being introduced to enhance urban governance and improve residents' quality of life [9]