刚刚，雨核首个四代宅——十朝春·欣悦云邸公开了雨花客厅城市展厅，项目将打造海派美学住区，规划6栋24F住宅，建面约99、118、132m²三种户型， 户户赠送超大露台，后期物业为万科物业。置业顾问透露，项目营销中心预计年后公开，未来或将首开1、3号楼，放风价约3.2万/平。 雨核首个四代宅 打造海派生活住区 项目拟建6栋24F住宅，户户有露台，得房率100%，是雨花核心区首个四代宅产品。 项目将打造海派美学住区，传承海派文化的精致与优雅，漫步其间，光影流转间尽是海派生活的浪漫与惬意。 全部楼栋首层架空 2500平泛会所 项目拟建6栋楼，全部楼栋首层架空，一层全部采用5.2m架空层设计，约2500㎡，打造业主公共休闲、娱乐场所。 十朝春·欣悦云邸位于雨核片区，与河西一路之隔。去年4月23日，民企江苏十朝春置业有限公司以底价拿下该项目，成交总价10亿元，成交楼面价16513 元/㎡。江苏十朝春置业经过十余年深耕，现已形成覆盖城市开发、专业工程、创新拓展、产业协同四大板块的多元协同格局。 目前，雨核片区的交通、医疗、商业、教育等核心配套已陆续建成并投用，区域生活功能日趋完善。 交通方面，S3号线贾西站，2站河西、4 ...

上周（2025年12月22日-28日），昆明楼市成交量价齐升，中通联大书山、邦泰观云两个四代宅项目连续霸榜。中铁诺德央玺春风对口学校星耀福德校区过 规，俊发两项目主动调规，大幅降容、降高，优化产品力与保障交付，释放复工积极信号。 据克而瑞发布的最新数据显示，上周昆明共计3个项目向市场供应了约2.8万㎡，环比下跌31%；成交约6.3万㎡，环比上涨6%；成交均价约12300元/㎡，环比 微涨1%。 从"双榜"情况来看，两个四代宅项目邦泰观云和中通联大书山，以卓越的地段优势，硬核的产品力，分别摘得两个榜单的榜首。 其中，邦泰观云单周销售约0.43亿元，成交均价约18352元/㎡，是上榜项目中单价最高的项目，套均价约269万/套。 中通联大书山则销售约0.38亿元，成交27套房源，均价约11541元/㎡，套均价约139万/套。 得益于签约云师大附中的名校资源利好，大华·锦绣麓城、大华公园天下2个项目持续畅销，分别成交25套、21套，成交均价约11311元/㎡、10577元/㎡，套 均价约122万/套、117万/套。 （大华白沙湖公园实拍） 将拟建地上1栋教学综合楼、1栋设备用房、1个门卫室、2个出地面楼梯间及1层地下 ...

临近年末，西安楼市多个备受关注的纯新盘密集释放关键信息。 金茂璞逸高新户型图新鲜出炉，邦泰曲江新作邦泰观云曲江效果图+户型图双料曝光；就连搁置许久的未央枣园城改项目，也在信达地产入主后焕新登 场，案名定为信达锦华颂，产品细节也逐步浮出水面。 这批新盘布局高新、曲江、二环内等多个热点板块，且覆盖不同的置业需求，也为西安的购房者在新的一年带来了更丰富的选择空间。 01 邦泰观云曲江 139㎡起稀缺小户型补位曲江 尤其是曲江第二子邦泰观云曲江，139㎡起步的面积门槛一曝光就引发市场热议。 要知道，当下曲江在售新盘起步普遍在170㎡，邦泰观云曲江直接把门槛下探至了139㎡，精准填补了曲江小户型产品的市场空白，为渴望入主曲江的购房 者打开了全新通道。 除了139㎡的曲江入门级稀缺户型外，还规划有172㎡、190㎡两款四室产品。 今年，邦泰以观宸高新、观宸曲江、悦九章三盘，凭借石材铝板通顶立面、大面积水系景观等高品质配置迅速引爆西安市场，也让购房者对其接下来即将 入市的曲江、高新两大新盘充满了期待。 所有户型均采用大横厅设计，极大提升了空间的通透感与尺度感；更有露台全赠送、室内多处面积赠送的惊喜，综合得房率十分值得期待。 ...

Core Insights - Xuzhou has listed three prime residential and mixed-use land parcels for auction, with a total starting price of 415.78 million yuan, scheduled for December 19 [1] - In the past two weeks, Xuzhou has intensively listed 29 residential land parcels, bringing the total number of parcels awaiting auction to 39 [1] Group 1: Central District Land Parcel - The core land parcel in the city center has a starting floor price of 7,199 yuan per square meter [2] - The 2025-54 Mingli Street parcel is located in the core urban area, with an area of 10,777.7 square meters (approximately 16.17 acres) and a mixed-use designation [4] - The parcel has a floor area ratio of 1.3 and a height limit of 60 meters, with plans for residential, commercial, and office facilities [4] Group 2: West District Land Parcel - The 2025-75 Woniu A-1 parcel in the West Huaihai New City has a starting total price of 142.8 million yuan and a starting floor price of 3,751 yuan per square meter [6] - This parcel covers an area of 38,071.32 square meters and is planned for low-density residential development [6] - Nearby educational resources and commercial facilities enhance the attractiveness of this location [6] Group 3: High-Speed Rail New City Land Parcel - The 2025-57 Pinghefu North mixed-use parcel in the East High-Speed Rail New City has a starting total price of 172.14 million yuan and a starting floor price of 2,645 yuan per square meter [9] - The parcel spans 38,287.2 square meters (approximately 57.43 acres) and is designated for mixed-use development with a floor area ratio of 1.7 [9] - The planned development includes residential units and commercial office space, with commercial and office area accounting for 30% of the total [9]

Core Viewpoint - The upcoming land auction in Foshan is generating significant interest, particularly for several key plots, with the East Huazhong Li plot being a major highlight due to its strategic location and market conditions. Group 1: Key Land Plots - The East Huazhong Li plot is set for online bidding on November 17, with a starting price of approximately 686 million yuan, translating to a starting floor price of about 9,500 yuan per square meter [1][3]. - The plot covers an area of 23,082.65 square meters, with a floor area ratio of 2.8-3.3, allowing for a total construction area of approximately 72,297.185 square meters, designated for residential use with compatibility for commercial and recreational purposes [3][5]. - The plot's appeal is heightened by the scarcity of new housing in the area, as it is the last available residential land in the core of Lingnan Tiandi, with no new supply for over three years [6][8]. Group 2: Market Dynamics - The real estate market in the Zhumiao area is currently very active, with notable sales performances, including the rapid sell-out of Longhu·Foshan Yuhujing, which achieved a legendary status in the Foshan market [8]. - The competitive bidding environment is underscored by the high premium transactions in the area, such as the Green City plot, which saw a premium rate exceeding 20% [8]. - The upcoming auction on November 20 for the Qichasha Sam North plot has a starting price of approximately 23.776 million yuan, with a starting floor price of about 7,100 yuan per square meter, indicating continued interest in the region [11][15]. Group 3: Additional Land Developments - The Dongping Yungu Four-Generation Residential plot is scheduled for auction on November 24, with a starting price of approximately 94.36 million yuan and a starting floor price of about 7,420 yuan per square meter [21][23]. - The Guicheng Wenhaiwei plot, which has faced delays, is set for auction on December 4, with a total starting price of approximately 1.2658 billion yuan, translating to a starting floor price of about 10,000 yuan per square meter [30][32]. - Other potential land developments include the Qiantang Lake substation site, which is expected to be released for residential use, and the Tongji Courtyard site, which has been reclassified for residential purposes [40][41][48].

Core Viewpoint - The Chinese real estate market is in a critical adjustment phase characterized by "weak recovery, strong differentiation, and deep transformation" as it transitions from "stabilization" to "recovery" [1][2][24] Market Overview - The real estate market has entered a "stop falling and stabilize" phase, with significant structural differentiation intensifying [2][24] - In 2024 Q4, the market saw a rapid start, but there was a decline in Q2 and Q3 of 2025, with the transaction area in 114 cities dropping to a historical low in July and August [2][3] - The cumulative transaction area for the first three quarters of 2025 decreased by 8% year-on-year, indicating persistent weak market demand and buyer confidence [3][21] Residential Market Dynamics - The residential market faces both risks and opportunities, with risks stemming from reduced new supply and opportunities arising from product upgrades [21][23] - The transaction area for new homes in 100 cities is expected to decline by 18% year-on-year in 2025, despite a potential 10% quarter-on-quarter increase in Q4 [21][23] Second-hand Housing Market - The second-hand housing market in 30 key cities has seen a continuous month-on-month decline, with major cities like Beijing, Shanghai, and Shenzhen experiencing limited growth momentum despite policy support [6][10] Land Market Insights - The land market has shown signs of stabilization, with total transaction amounts in 300 cities increasing compared to last year, particularly in Shanghai, Beijing, and Hangzhou, which together accounted for 27% of the total [10][11] - The concentration in the land market is higher than in the second-hand market, indicating a potential for sustained higher activity in certain cities [10] Property Management Sector - The property management sector has shown better performance than the broader real estate market, with a shift towards lean operations and a focus on existing assets [11][20] - As of mid-2025, the total managed area by 43 listed property companies reached 6.3 billion square meters, with a year-on-year growth rate of 0.5% [11][20] - The proportion of third-party managed areas remains stable at 65%, with leading companies achieving growth above the industry average [17][20] Future Opportunities and Challenges - The property sector is expected to face new challenges due to product upgrades, which may increase maintenance costs and technical requirements [23][24] - There is a potential for property companies to leverage opportunities through collaboration and innovative service models, enhancing customer satisfaction and exploring value-added services [23][24]

Highlights - Real estate companies are focusing on product dynamics, with Greentown Community upgrading its commercial strategy to create a "Million Club" brand cluster [4][12] - The demand for cabinet furniture is shifting towards movable, intelligent, and multifunctional combinations, indicating a trend from static living to dynamic lifestyles [7][21] - The overall market transaction structure is trending towards larger areas, with products over 120㎡ seeing increased transaction proportions compared to the previous year [32][39] Customer Trends - The residential structure is evolving, with a notable increase in the transaction share of larger units, particularly in first-tier cities where 100-120㎡ and 120-140㎡ products have seen a rise in market share [32][39] - In second-tier cities, the transaction center is shifting upwards, with products over 120㎡ gaining market share, especially in the 140-160㎡ segment [32] - Third and fourth-tier cities are showing similar trends, with increased market shares for products over 120㎡ [32] Product Highlights Analysis - The demand for cabinets is changing, with consumers preferring functional upgrades and new experiences, leading to a decline in traditional cabinet types [21][24] - The design of residential spaces is adapting to these changes, emphasizing flexible and open layouts to accommodate movable and intelligent furniture [24][25] Excellent Project Analysis - Suzhou Gongchen Jinmao Mansion combines "canal assets, technology residences, and Jinmao brand" to create a pure improvement community, supported by a three-dimensional transportation system [8][63] - The project features unique architectural aesthetics and high-efficiency space layouts, with a focus on community interaction and ecological integration [46][56] Product Structure Characteristics - The national residential product structure shows a shift towards larger units, with significant increases in the transaction share of products over 120㎡ [32][39] - In the Bohai Rim region, high-priced products are gaining strength, while the share of products below 1 million yuan is declining [33][38] - The transaction share of three-bedroom units remains dominant, with a notable increase in the share of four-bedroom units [39][44]

Core Insights - The land market in Shenyang has shown signs of recovery in 2025, with 15 residential land plots successfully sold from January to September, including several high-premium plots [1][4]. Group 1: Land Market Activity - The absence of land sales in the Yuhong District has been notable, but a significant new plot has emerged, indicating a revival in land transactions [4][6]. - The largest single plot this year is a residential land of 179,025.26 square meters located in the Yuhong District, which is expected to inject fresh vitality into the local real estate market [6][8]. Group 2: Land Plot Details - The plot at Zhengliang Fourth Road 1-1 has a land area of 179,025.26 square meters, designated as Class II residential land (R2), with a floor area ratio of no more than 1.6 and a maximum building height of 60 meters [8][12]. - The commercial ratio for the plot is set between 3-5%, with a residential lease term of 70 years and a commercial lease term of 40 years [8][12]. Group 3: Development Potential - The project is expected to enhance the surrounding road network, indicating potential for future infrastructure improvements [9][12]. - The area benefits from existing educational resources, such as the nearby Qishan No.1 School, which will provide immediate access to quality education for residents [12][20]. Group 4: Future Planning and Community Development - The Yuhong District's planning emphasizes the creation of a comprehensive residential area that integrates high-quality living, industrial services, and educational experiences [15][17]. - Future developments will focus on enhancing public services, including education, healthcare, and community facilities, to meet the needs of residents and improve living standards [17][20].

Core Insights - The Guangzhou real estate market maintained stable performance in August 2025, influenced by traditional off-peak season factors and adverse weather conditions [3][4][6] - The sales index for popular properties showed a slight increase, with 15 projects achieving a sales index above 80%, up from 11 the previous month [4][6][10] Sales Performance - A total of 50 sampled properties recorded 28,192 sold units and 13,778 unsold units, resulting in an average sales rate of approximately 67.17%, consistent with the previous month [3][4][6] - 37 projects had a sales index exceeding 50%, accounting for 74% of the total sample, while 15 projects surpassed 80%, involving 10,044 sold units and 1,432 unsold units [4][5] Market Trends - The top-selling properties included 国贸云上 (95.93%), 龙湖御湖境 (95.67%), and 城投珠江天河壹品 (93.81%), with major developers like 保利, 越秀, and 龙湖 dominating the top ten [7][10][11] - The market saw a notable trend of new properties gaining popularity, with many new launches in 2025 achieving high sales rates, indicating a shift towards higher quality offerings [9][10][11] Regional Analysis - The majority of the sampled properties were concentrated in key districts such as 黄埔, 天河, and 海珠, with 黄埔 having the highest inventory of 8,365 units and an average sales index of 64.95% [8][10] - The new property launches in 2025 were primarily concentrated in 海珠, 黄埔, and 荔湾, reflecting a strategic focus on these areas for future developments [9][10] Future Outlook - The Guangzhou real estate market is expected to enter a more favorable sales period in September, aligning with the traditional "Golden September and Silver October" sales season, supported by various policy measures and marketing activities [11][12]

Market Overview - In the week of August 25-31, 2025, Kunming's real estate market experienced mixed results with a total supply of 68,700 square meters, a 32% decrease week-on-week, while transaction volume reached approximately 93,300 square meters, marking a 28% increase [1] - The average transaction price was around 12,302 yuan per square meter, reflecting a 3% decrease compared to the previous week [1] Project Performance - The newly launched Longfor Tianjing project maintained strong sales, ranking in the top three with a weekly sales amount of approximately 101 million yuan, selling 42 units at an average price of 16,013 yuan per square meter [1] - The Zhuyou Hanlin project ranked second and first in sales, with a weekly sales amount of about 56 million yuan, selling 82 units at an average price of 6,368 yuan per square meter [1] - Zhongnan Xincheng Yunyu also performed well, ranking third with a sales amount of around 42 million yuan, selling 44 units at an average price of 7,724 yuan per square meter [1] New Developments - The new projects in Chenggong New City, Bangtai Chunhua Sequence and Zhongtong Lian Dashushan, continued to sell well, with weekly transactions of 27 and 22 units, respectively, at average prices around 10,648 yuan per square meter and 10,866 yuan per square meter [2] - Bangtai Guanyun, located along Dianchi Road, emerged as the highest-priced project with a weekly sales amount of approximately 41 million yuan and an average price of 18,158 yuan per square meter [4] Land Supply and Construction - No new land supply or transactions occurred in Kunming's main urban area during the week [4] - New Hope Jinguangfu and Yicheng Danxia Cuiyu launched additional units, with New Hope Jinguangfu offering 48 units and achieving a take-up rate of 23% at an average price of 8,500-9,200 yuan per square meter [4][6] - The renovation of the Jinyu Business Center (formerly known as the Haomen Jinz座 project) is set to transform it into affordable rental housing, with a total area of approximately 96,000 square meters and 1,297 units planned [8] Infrastructure Projects - The KCC2024-2 project in Chenggong District is the first new construction project for affordable housing in Kunming, covering a total area of 42,412.63 square meters with 348 residential units planned [12]