广告 2025年，沈阳土地市场似乎找回了"往日风采"，今年1-9月，共有15宗居住用地成功出让，其中不乏"高溢价"的土地。 但是其中并没有出现于洪区的身影，千呼万唤始出来，沉寂已久的"出地大户"，终于又有新地亮相了！ 年度单宗最大地块 18万方宅地为造化楼市注入新鲜血液 根据公开资料显示，正良四路1-1号地块地处于洪区，东至30米规划路西侧道路红线、南至22米规划路北侧规划绿线、西至30米规划路东侧规划绿线、北 至22米规划路南侧道路红线，土地面积17.9万平，用地性质为二类居住用地（R2），容积率不大于1.6大于1.0。 商业比例3-5%，建筑高度不大于60米（以净空批复为准），出让年限住宅70年，商业40年。 | 序号 宗地编号 | 地块名称 | 四至葱围 | 土地 座部 | 土地面积 (平方米) | 用地性质 容积率 | | 商业 比例 | 建筑 密度 | 绿地率 | 建筑高 度 | 出社 非图 | 起始价 (元/建 筑平方 米) | 竞买保证 0 | 增价幅度 (元/建 筑平方 米) | 备注 | | --- | --- | --- | --- | --- | --- | --- | --- | -- ...

8月，受传统淡季叠加炎热多雨天气等因素影响，广州楼市维持平稳运行，开发商推货节奏有所放缓， 在售项目以自然销售为主，新开盘及集中加推项目减少。传统淡季中，广州楼市的新盘谁能稳住？谁能 突围？ 广州好房子８月畅销指数 | 国贸元上 | 95.93% | | --- | --- | | 龙湖御胡境 | 95.67% | | 城投珠江天河壹品 | 93.81% | | 越秀珠实皓倪宾工 | 93.01% | | 越秀珠实城发江湾和越 | 90.46% | | 越秀畫州南 TOD | 88.71% | | 保利天瑞 | 87.19% | | 保利ኖ营 | 86.80% | | 越秀六卒 | 86.67% | | 招商林屿境 | 82.95% | | 龙湖亚伦央環颂 | 82.67% | | 珠江·天河都亮 | 82.04% | | 保利天奕 | 81.31% | | 万科理想花地傲玲 | 80.81% | | 中旅天宸府 | 80.11% | | 聖治六巷城 | 79.29% | | 保利荷语堂兑 | 75.16% | | 万科黄埔新城 | 74.28% | | 世纪金源·天可原筑 | 72.77% | | 越古瑞藏 ...

上周（2025年8月25日-31日），昆明楼市成交量涨价跌，新入列房票房源项目筑友·翰林府第大批量去 化集中备案，呈贡两个四代宅持续畅销。豪门金座项目1号楼和2号楼将改建为保租房，北市区唯二在建 的第四代住宅盘龙区山水新城2号地块保障房项目地下室结构全面封顶。 据克而瑞发布的最新数据显示，上周昆明共计有4个项目向市场供应6.87万㎡，环比下跌32%；成交约 9.33万㎡，环比上涨28%；成交均价约12302元/㎡，环比下跌3%。 从"双榜"情况来看，新开盘的龙湖天境持续成交备案，稳居前三席。单周销售金额约1.01亿元，成交42 套房源，成交均价约16013元/㎡，套均价约240万/套。 位于马街片区的筑友·翰林府第分别位列第二、第一，单周销售金额约0.56亿元，成交82套，成交均价约 6368元/㎡，套均价仅约68万/套。 值得一提的是，该项目已于6月底列入昆明房票房源名单，可选房源达679套，均为住宅产品，建面约 48-150㎡。 位于经开区的中南新城云樾，同样以低单价异军突起冲入榜单，分别位列第三、第二。单周销售金额约 0.42亿元，成交44套，成交均价约7724元/㎡，套均价约95万/套。 市场方面，上 ...

Market Overview - In the week of August 18-24, 2025, the Kunming real estate market saw an increase in both transaction volume and prices, with a total of 4 projects supplying approximately 53,300 square meters, a 23% increase week-on-week [1] - Total transactions reached about 72,700 square meters, marking a 32% week-on-week increase, with an average transaction price of approximately 12,674 yuan per square meter, up 7% from the previous week [1] Key Projects - Longfor Tianjing achieved remarkable sales, topping the sales charts with a sales amount of approximately 131 million yuan, selling 73 units at an average price of about 15,088 yuan per square meter, and a unit price of approximately 1.79 million yuan [3] - The project recorded sales of about 410 million yuan on its opening day, featuring new unit types ranging from 89 to 235 square meters, and is noted for its high space efficiency and attractive design features [3][6] Competitive Landscape - The market remains polarized, with high-end properties like Bangtai Guanyun and Longfor Shanhai Yuanzhu continuing to perform well, achieving sales amounts of approximately 55 million yuan and 26 million yuan, with average prices around 18,836 yuan and 18,941 yuan per square meter respectively [6] - Conversely, affordable housing projects such as Bangtai Yingyue and Bangtai Huayuan City are also selling well, with average transaction prices of approximately 8,182 yuan and 4,725 yuan per square meter [6] New Supply and Demand - The newly launched Zhongtong Lian Dashushan project in Chenggong New City successfully sold 110 units with a take-up rate of 64%, offering units priced between 10,200 and 11,500 yuan per square meter [7] - The project is recognized for its high efficiency in space utilization, with some units achieving a remarkable 252% usable area ratio [7][10] Educational Infrastructure Development - The Longjie Village urban renewal project includes plans for a new primary school, with a total planned area of approximately 27,001.14 square meters [10][12] - The Guandu Ancient Town project is also set to include educational facilities, with a total land area of about 67.68 acres, aimed at enhancing local educational resources [12][14]

Group 1 - Xi'an's new property launches are accelerating as developers aim to boost performance for the second half of the year [1][2] - Greentown China made a significant impact by announcing four new projects at the "Flourishing Era of Xi'an" event, signaling confidence in the current sluggish market [1][2] - The four projects announced include Greentown·Run Baihe, Greentown·Gui Guan Dongfang, Greentown·Lvtin Fangfei, and Greentown·Chang'an Yuhua, each targeting different market segments [2][4] Group 2 - Greentown·Lvtin Fangfei is set to launch at the end of September, featuring units ranging from 89 to 139 square meters with a 40% gift rate, emphasizing spacious interior designs [4][6] - Greentown·Run Baihe, the first Baihe series project in Xi'an, will offer units from 125 to 195 square meters, with a focus on high-quality urban locations [8][9] - Greentown·Gui Guan Dongfang, positioned as a premium urban project, is expected to enter the market by the end of the year, targeting high-end buyers [12][15] Group 3 - Greentown·Chang'an Yuhua aims to surpass existing high-end offerings in the area, with a focus on large units and high-end improvements, expected to launch by the end of the year [17][19] - Other developers like China Resources, Longfor, and China Overseas are also launching new projects in Xi'an, indicating a competitive market landscape [19] - The upcoming months are anticipated to be significant for Xi'an's real estate market, with multiple new projects set to enter [19]

Group 1 - China Overseas Land & Investment (COLI) has aggressively acquired land in Shandong, securing four significant plots in just four months, indicating a strong commitment to the region [6] - The recent acquisitions include prime locations in Jinan and Qingdao, with a focus on both high-end and affordable housing markets, showcasing COLI's strategy to maintain a diverse portfolio [6] - The company achieved the highest sales revenue and sales area in Shandong for the first half of the year, reflecting its strong brand power and product quality [7][8] Group 2 - The recent land acquisition at Jinan's Jinan Steel site is strategically located in the eastern part of the city, which is expected to attract a significant population due to its proximity to employment centers [12] - The Jinan Steel area is characterized by low-density development, which is anticipated to enhance property value retention and comfort for residents [12] - Infrastructure developments, including the new metro line and parks, are already in place, providing a solid foundation for future residential projects [12]

Summary of Key Points from the Conference Call Industry Overview - The real estate market in 2025 experienced an overall decline of 10.8% in the first half, with some state-owned enterprises like China Resources and China Merchants growing over 30%, indicating increased industry differentiation and significant market pressure [1][3] - Only three companies surpassed 100 billion in sales, namely Poly, Greentown, and China Overseas, while seven companies exceeded 50 billion, showing a slight decrease in industry concentration [1][4] Sales and Market Performance - In June 2025, the sales of the top 100 real estate companies increased by 14.7% month-on-month, but the year-on-year decline reached 22.8%, indicating persistent market pressure [3] - The average sales rate in June 2025 was 42%, up 13 percentage points from the previous year, driven by new regulatory products that significantly improved market absorption [1][8] Supply and Demand Dynamics - The supply of new properties in 30 key cities decreased by 28% year-on-year, with first-tier cities experiencing a notable drop in supply [1][5] - The transaction volume in these cities fell by 26% year-on-year, with first-tier cities like Beijing and Shanghai seeing significant declines [5][6] Regional Market Insights - First-tier cities showed varied performance; Shanghai and Shenzhen faced substantial declines in transaction volumes, while Beijing maintained slight growth due to last year's high supply [6] - Second and third-tier cities experienced a 7% month-on-month decline and a 26% year-on-year decline, although some cities like Tianjin and Wuhan saw a recovery in transactions due to new regulatory products [7] Inventory and Investment Trends - The total inventory in 30 major cities decreased by 9.6% year-on-year, but over half of these cities saw an increase in the absorption cycle, indicating ongoing inventory pressure [10] - Private real estate companies have shown increased willingness to invest in land, with land acquisition amounts doubling year-on-year, suggesting structural investment opportunities in the market [9] Future Market Outlook - The second half of 2025 is expected to be challenging, with the third quarter typically being a low season for sales, while the fourth quarter may see a significant year-on-year decline due to high base effects from the previous year [15] - The competitive landscape in the real estate sector may change, with new entrants potentially emerging as market conditions evolve [22] Additional Insights - The second-hand housing market is under significant pressure, with a projected annual decline of nearly 10% [2][12] - The land market showed increased activity in June, but the enthusiasm in core cities has cooled, with fewer high-priced land deals [14][18] This summary encapsulates the critical insights from the conference call, highlighting the current state and future outlook of the real estate industry.

Core Viewpoint - The implementation of the national standard "Residential Project Specification" marks a significant shift in the real estate industry, emphasizing the need for quality housing and setting new expectations for developers [1][24]. Group 1: Industry Changes - The new standards cover various aspects of residential projects, from height and sunlight to noise levels, indicating a comprehensive approach to improving living conditions [1]. - The demand for "good houses" is rapidly influencing supply, pushing developers to adapt to new consumer expectations and regulatory requirements [1][24]. Group 2: Company Innovations - Longfor's Dragon Smart Manufacturing has successfully delivered multiple residential projects, showcasing different interpretations of "good houses" through innovative construction techniques [2][3]. - The use of virtual construction and AI algorithms in projects like Chengdu Zhongtie Zhuozhu has led to a 20% acceleration in the construction cycle and a 90% reduction in change orders, translating cost savings into quality improvements [3][18]. Group 3: Market Dynamics - Despite overall market fluctuations, certain cities and projects have seen significant success, driven by strong product offerings that meet consumer needs [4][5]. - The launch of the Zhongyuan Song project in Zhengzhou, which sold out rapidly, demonstrates the effectiveness of tailored design and customer engagement in driving sales [5][7]. Group 4: Product Development - The concept of "fourth-generation housing" has gained traction, allowing for greater usable space and functionality within residential units, appealing to modern consumer preferences [8][10]. - Longfor's projects, such as Guangzhou Central Jing Song, have integrated innovative design elements that enhance living experiences, showcasing the company's commitment to quality and customer satisfaction [10][11]. Group 5: Strategic Positioning - Longfor has positioned itself as a leader in the "good house" movement, leveraging its extensive experience and innovative methodologies to meet evolving market demands [13][25]. - The company's approach combines advanced technology, data-driven insights, and a focus on sustainability, aligning with the broader industry trend towards higher living standards [25].

Core Insights - The Kunming real estate market experienced a decline in transaction volume but an increase in prices, driven by the sales of upgraded residential products with zero public area [1][3] - The first fourth-generation residential project, Yicheng·Danxia Cuiyu, launched with an average transaction price exceeding 20,000 yuan per square meter [1][10] - The latest LPR remained unchanged, with the one-year LPR at 3.1% and the five-year LPR at 3.6% [15] Market Performance - Last week, Kunming's real estate market saw a total supply of 13,100 square meters, a 17% decrease week-on-week, while transactions reached 51,900 square meters, a slight 3% decline [1] - The average transaction price was approximately 13,341 yuan per square meter, reflecting a 4% increase compared to the previous week [1] - The top-selling fourth-generation residential project, Bangtai·Guanyun, achieved a sales amount of about 78 million yuan, with an average transaction price of approximately 18,892 yuan per square meter [3] Project Launches - The Yicheng·Danxia Cuiyu project sold 190 high-rise units with a total sales of 350 million yuan during its initial launch, achieving a take-up rate of about 24% [5][10] - The project emphasizes zero public area and features a fully intelligent community, integrating advanced technology with high-quality residential offerings [12] - Another project, Zhuoyue Dianchi Qingcui A3, launched 126 units with a take-up rate of approximately 41% and an average transaction price between 10,500 and 12,000 yuan per square meter [13] Land Transactions - Only one commercial land parcel was sold last week, measuring approximately 23.43 acres, acquired by Kunming Rail Transit Group for 86.22 million yuan, with a floor price of about 3,450 yuan per square meter [5] Policy Updates - The new housing purchase subsidy policy was implemented across five districts in Kunming, allowing for refunds up to 30,000 yuan [15]

Core Viewpoint - The real estate market in Shenyang has shown signs of weakness in April compared to March, with both new and second-hand housing markets experiencing a decline in visits and transactions [1][3]. Group 1: Market Performance - In March, Shenyang's real estate market experienced a notable peak, with daily transaction volumes on the Beike platform exceeding 200 units, a significant increase from previous years where daily transactions were often in the tens [1]. - The new housing market also saw strong sales, with high-end projects like New World and Xinghe Bay performing well, alongside affordable options like Xuefu Meidi City [1]. Group 2: April Market Conditions - The feedback from the first week of April was poor, influenced by the Qingming Festival, as buyers tend to choose specific dates for property viewing and purchasing [4]. - Adverse weather conditions during weekends and holidays have also impacted potential buyers' plans [4]. - International geopolitical issues have led to a cautious approach among buyers, affecting their liquidity management and increasing their wait-and-see attitude [4]. Group 3: Future Outlook - Despite the current challenges, there are positive indicators for the Shenyang real estate market in 2025, with a significant increase in new project launches compared to the past two years, featuring well-located and well-planned properties [5]. - The market is expected to have opportunities and hope for growth, with several new projects anticipated to be announced soon [6].