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 ...

8月26日，江门市公共资源交易中心发布公告，江门市合佳房地产开发有限公司（属江海国资）以总价 31590万元，折合楼面价约3409元每平方米，成功拿下外海板块江海新天地旁 63亩商住地，这是江海区 年内第二宗成功挂牌出让的商住地。 值得注意的是，根据《关于大力推广建设销售全装修新建商品住宅的通知》（江建房函〔2025〕7号） 要求，地块建设全装修住宅的比例和面积（按照全装修建筑面积和总建筑面积计算）不低于50%。也就 是说，该地块有望打造符合"好房子"新规的带装高品质住宅产品。 按规划要求配建的社区公共服务用房（含养老服务设施）和公厕、公交首末站建成后无偿移交政府。同 时要求配建住宅的用途为人才住房，户型面积范围80平方米以上。 该地块为江海区年内第二宗成功挂牌出让的商住地，旁边就是江海新天地，将原光博汇重新打造为湾区 地标商业综合体，首发区有望今年10月开业，届时将为片区注入全新商业活力，市民生活购物也更加便 利。 该地块位于江海区光博路和五邑路交界东北侧，出让建设用地面积为42121.39平方米，属于二类城镇住 宅用地，兼容商业服务业用地。 根据规划条件，该地块要求容积率为1.0—2.2，地块建设按照"好 ...

Core Viewpoint - The announcement details the online auction of a state-owned construction land use right in Jiangmen City, with specific conditions and requirements for development, aiming to enhance residential and commercial infrastructure in the area [1][4]. Group 1: Land Auction Details - The land parcel covers an area of 42,121.39 square meters, classified as Class II urban residential land, with a starting price of RMB 31,590 million, translating to approximately RMB 3,409 per square meter [4]. - The online bidding is set to commence on August 26, 2025, at 9 AM [4]. Group 2: Development Requirements - The plot has a required floor area ratio (FAR) of 1.0 to 2.2, allowing for a total building area between 42,122 and 92,667 square meters, with commercial service area limited to a maximum of 18,533 square meters [4]. - Development must adhere to the "Good House" regulations, including a building density of ≤30%, residential building density of ≤22%, and a green space ratio of ≥35% [8]. Group 3: Community and Infrastructure - The project must include community public service facilities, such as elderly care services and public toilets, which will be handed over to the government upon completion [8]. - The area is experiencing growth in residential projects and infrastructure, including educational and medical facilities, enhancing its appeal to new residents [13].

Group 1 - The real estate market in key cities is entering a stable period after the traditional peak season, with increasing attention on new housing due to improved standards and new regulations [1][3] - In May, Beijing's second-hand housing transaction volume was 14,277 units, down approximately 8.3% month-on-month, while new housing transactions increased to 3,917 units, showing growth both month-on-month and year-on-year [3] - The overall sales of new homes in key cities increased month-on-month, with new regulation projects performing well, while older projects and those in lower-tier cities face challenges [3][5] Group 2 - The top 100 real estate companies' total sales in the first five months of 2023 reached 1,443.64 billion yuan, a year-on-year decline of 10.8%, while land acquisition totaled 405.19 billion yuan, up 28.8% year-on-year [7] - Companies are focusing on high-certainty projects for land acquisition, aiming to enhance cash flow and attract more customers with quality products [7][10] - The policy support for the real estate market continues, with measures such as interest rate cuts and various initiatives from second-tier cities to stimulate housing demand [9][10]

Core Viewpoint - The real estate market in key cities is transitioning into a stable phase after the traditional peak seasons, with increasing attention on "good houses" and supportive policies from the government [1][10]. Group 1: Market Performance - In May, Beijing's second-hand housing transaction volume was 14,277 units, a month-on-month decrease of approximately 8.3%, while new housing transactions increased to 3,917 units [3]. - Shanghai saw a total housing transaction area of 2.23 million square meters, a year-on-year increase of 17% [3]. - Shenzhen's total residential transactions were 7,849 units, with a month-on-month decrease of 16.7% but a year-on-year increase of 21.1% [3]. - Overall, new housing sales in key cities showed a month-on-month increase, but older projects in suburban areas faced challenges [3][6]. Group 2: Product Trends - New regulations have led to a rise in popularity for certain projects, particularly those with higher usable area ratios and better layouts, such as three-bedroom units in 75 square meters [5]. - Fourth-generation residential products and low-density villas are outperforming standard developments, with significant sales in cities like Suzhou and Hangzhou [6]. - Older high-rise buildings with low usable area ratios are struggling to sell, with many projects remaining unsold for over a year [6]. Group 3: Company Strategies - Top 100 real estate companies reported a total sales amount of 1,443.64 billion yuan in the first five months of 2023, a year-on-year decrease of 10.8% [8]. - Companies are focusing on acquiring land with high certainty of returns and quick cash flow recovery [8]. - As the mid-year performance push approaches, companies are expected to increase their promotional efforts and launch new projects [9]. Group 4: Policy Support - The government continues to implement supportive policies, including interest rate cuts and measures to stimulate housing demand in various cities [11][12]. - New policies aim to reduce the financial burden on homebuyers, with expectations for further adjustments in housing loan rates and tax rates [11]. - The market environment is anticipated to remain loose, with an increase in project launches and promotional activities expected in June [10][12].

Core Viewpoint - The new housing regulations in Tianjin, referred to as the "Good House" policy, are driving an increase in new home prices while the second-hand housing market remains in a downward adjustment phase [1][2]. Group 1: New Housing Market - In April, Tianjin's new home prices increased by 0.4% month-on-month, ranking second nationally alongside Hangzhou, with only Shanghai and Dalian showing higher increases [1]. - The "Good House" policy, effective from May 1, aims to enhance housing quality and has led to a surge in demand for new homes, particularly in quality developments [2]. - The new housing market is experiencing a transformation in product design and developer strategies, with innovative designs improving space utilization [2]. Group 2: Second-Hand Housing Market - In contrast, the second-hand housing market in Tianjin saw a month-on-month price decline of 0.2% in April, indicating ongoing adjustments [9]. - The average price of second-hand homes in April was 16,526 yuan per square meter, with a year-on-year decrease of 12.5% [10]. - The number of second-hand homes listed for sale is high, with nearly 200,000 units available, and older properties face challenges in attracting younger buyers due to issues like insufficient parking and outdated management [13]. Group 3: Market Dynamics - The new housing market's transaction volume decreased by 11% month-on-month in April, with a total of 4,810 new homes sold [7]. - The "Good House" policy is fostering a positive cycle of policy innovation, product upgrades, and activated demand in the new housing sector [2]. - The disparity between new and second-hand home prices is widening, suggesting that second-hand homes will continue to attract first-time buyers despite their current price adjustments [15].

Core Viewpoint - The real estate market in Chengdu has seen a significant increase in activity during the "May Day" holiday, driven by the introduction of the "Good Housing" evaluation standard and various promotional activities by developers [1][10][12]. Group 1: Market Activity - The number of visitors to real estate projects in Chengdu surged, with some projects reporting over 2,000 visitors during the holiday [2][3]. - Key projects like Dongcheng Jinmao Xiaotang and Vanke Dushi Jiadi experienced high foot traffic, with the former seeing over 900 clients making deposit reservations [3][5]. - The overall market sentiment is positive, with many projects achieving full sales upon opening, despite price increases of 1,000 to 2,000 yuan per square meter [12]. Group 2: Project Highlights - The Dongcheng Jinmao Xiaotang project, part of a major urban renewal initiative, has a total investment of approximately 36.8 billion yuan and offers high space efficiency with an average usable area rate exceeding 110% [3][12]. - Vanke Dushi Jiadi, launched during the holiday, attracted over 700 visitors and had more than 300 clients making deposit reservations, showcasing strong demand for its products [5][10]. - The Yuejinsha project, located in the west of the city, also reported an average of 100 visitors per day since its opening, indicating robust interest in new developments [7][9]. Group 3: Policy Impact - The introduction of the "Good Housing" evaluation standard has led to a notable increase in the number of compliant projects, with over 13 projects in Chengdu meeting the new criteria by the end of April [12]. - The market is experiencing a shift, with approximately 70% of the new projects achieving over 80% sales within a month of launch, reflecting strong demand for high-quality housing [12][13]. - Developers are responding to the new standard by accelerating product updates, with several projects expected to receive pre-sale permits in May [12][13].