抢抓"金九"楼市窗口期，北京房企近期加快推盘节奏。北京商报记者根据北京市住建委公开信息统计， 9月以来，北京市住建委已核发25张预售许可证，涉及22个房地产项目，覆盖海淀、朝阳、通州、丰台 等10个区域，合计提供房源近6000套。 从供应节奏看，9月13日成为本月房源集中入市的重要时点。当天共有5个项目同步取得预售许可证，单 日释放房源1943套，占9月以来总供应量的超三成，形成阶段性供应小高峰。业内专家分析，2025年北 京"金九"楼市呈现"供应放量、成交回暖"的特点，主要得益于季节性销售窗口与政策支持、市场需求的 多重共振。 单盘去化率超50% 北京市住建委预售信息显示，截至9月27日，本月共发放25张预售许可证。其中，北京建工嘉棠澐玺 （备案名：嘉棠云玺苑）、中建·运河玖院（备案名：运佳苑<一期>）、兴创沐春墅（备案名：沐春墅 小区）、龙湖·宸翰（备案名：宸翰家园）、中海·瑞文里（备案名：瑞玉苑）、中建·臻源府（备案名： 臻源府）、紫京宸园（备案名：东晏和园）、国誉星城（备案名：星洵家园）、北京璞樾（备案名：璞 樾家园）9个项目为首次取证。 从开盘安排来看，北京建工嘉棠澐玺与中建·运河玖院目前登记状态为 ...

新华财经上海9月26日电上海市规划和自然资源局26日发布印发《关于进一步促进本市住宅品质提升的 规划资源若干意见》的通知（以下简称"《意见》"）。这意味着上海版"好房子"标准终于迎来落地。 《意见》包含鼓励在小区出入口或沿街设置便民商业公共设施；可局部提高建筑限高，便于住宅提高层 高；外立面采用干挂石材、金属、陶板或其他高品质材料，饰面层不计入容积率等。 （文章来源：新华财经） 其中，作为最受购房者关注的问题之一，阳台计容方面的规定也得到了明确：阳台（含封闭式阳台）同 时符合以下条件的，面积按其水平投影面积的1/2计入容积率：每户阳台水平投影总面积不大于该户型 建筑面积的10%，且不大于16平方米（含16平方米），户型建筑面积小于80平方米的，可以设置总面积 不大于8平方米的阳台；每个阳台的设计进深（取阳台围护结构外围至外墙面的最大垂直距离）不超过 1.8 米（含1.8米）。超出上述情况的阳台建筑面积，超出部分应按其水平投影面积的全面积计入容积 率。 ...

Group 1: Market Dynamics - The debate over housing prices is intensifying, with contrasting opinions on whether the market is about to rebound or if prices will continue to decline [1] - The real estate market is undergoing significant changes post-2025, with four key transformations becoming evident [1] Group 2: Policy Changes - Policies are shifting from a "one-size-fits-all" approach to a more localized strategy, with different regulations for areas inside and outside the city center [2] - For instance, Beijing has introduced relaxed policies for home purchases outside the Fifth Ring Road, while maintaining strict regulations within it, reflecting the need to address high inventory levels [2] - Nationwide, cities like Suzhou and Hainan are implementing tailored measures to stimulate the market, indicating a departure from uniform policies [2] Group 3: Market Stabilization - The primary goal of current policies is to stabilize the market and prevent further declines, rather than to stimulate price increases [3][5] - Recent statistics show a downward trend in key real estate metrics, with many cities still experiencing price drops, albeit at a slower pace [5] Group 4: Changing Consumer Preferences - The focus of homebuyers is shifting from merely acquiring a property to seeking quality living conditions, as the average urban housing space has surpassed 40 square meters [6][7] - New regulations emphasize the importance of safety, comfort, and sustainability in residential projects, moving away from simply increasing housing stock [8] Group 5: Investment Risks - The greatest risk in the current market is not price fluctuations but rather the potential of purchasing the wrong property, which can lead to significant financial losses [10] - Certain property types, such as older high-rise buildings, suburban off-plan homes, and commercial properties, are particularly vulnerable to depreciation and should be avoided [10] Group 6: Market Outlook - The real estate market is transitioning from an investment-driven model to one focused on consumer needs, similar to the automotive industry [11] - For genuine homebuyers with stable financial conditions, the timing of purchase is less critical, while speculative investments carry higher risks in the current environment [11]

Market Overview - The current real estate market is characterized by price differentiation and ongoing policy adjustments, with national housing prices under pressure but structural opportunities emerging [3][4] - In July, first-tier cities saw new home prices decrease by 1.1% year-on-year, while Shanghai experienced a 6.1% increase, indicating a divergence in market performance [3][4] - The government has implemented various policies to stabilize the market, including subsidies for families with multiple children and adjustments to housing loan policies [4][5] Policy Impact - Demand-side policies include significant subsidies for families purchasing homes, such as Wuhan's 60,000 to 120,000 yuan subsidies for families with two or three children [4][6] - Supply-side measures involve extending housing loan limits and introducing new transaction transparency measures to reduce risks [5][6] - Financial policies maintain low mortgage rates, with the 5-year LPR at 3.5% and the lowest mortgage rates at 3.15% for commercial loans [5] Market Trends - The proportion of existing home sales is increasing, with 26.5% of residential sales being existing homes in 2024, up 16 percentage points from 2020 [10] - The conversion of existing homes to affordable housing is impacting the second-hand market, particularly in third and fourth-tier cities, where prices are declining [10][11] - The definition of "good housing" is evolving, with a focus on quality upgrades and smart home features, leading to increased demand for modern properties [10][11] Seller Strategies - Sellers in urgent need of cash should consider pricing strategies and tax optimization to facilitate quick sales [12] - Investors holding non-core assets are advised to liquidate these properties and reinvest in prime locations or new developments with growth potential [12] - Awareness of the timing of subsidy policies is crucial for sellers to maximize benefits before potential reductions [12]

Core Viewpoint - The term "good house" has gained popularity in the real estate sector this year, but there is a misconception among buyers regarding the definition, particularly concerning the concept of "high usable area" which has led to misleading marketing practices [1][2]. Group 1: Misinterpretation of "Good House" - Many new housing projects are misleadingly marketing "usable area" by including non-counted areas such as balconies and terraces, resulting in claims of usable rates exceeding 100%, with some cities reporting rates as high as 130% [1]. - The typical definition of usable area is the ratio of the internal building area to the total building area, which generally should not exceed 100% due to shared public space [1]. Group 2: Market Trends and Consumer Preferences - Research indicates that new housing products with high usable rates have seen high sales rates in cities like Guangzhou and Shenzhen, reflecting consumer preference for these offerings [1]. - However, this trend has led to some developers engaging in questionable practices to inflate usable area claims [1]. Group 3: True Definition of "Good House" - A true "good house" should focus on product design, construction quality, community services, green energy efficiency, and supporting services rather than just high usable area [2]. - The implementation of the "Residential Project Standards" in May aims to enhance safety, comfort, and sustainability in housing projects, emphasizing the importance of quality and service in defining a "good house" [2].

"好房子"产品不代表"高赠送"。真正的"好房子"应在产品设计、建筑质量、社区服务、绿色节能、配套 服务等方面下功夫。今年5月正式实施的《住宅项目规范》也以安全、舒适、绿色、智慧为目标，在规 模、布局、功能、性能和关键技术措施等方面对住宅项目的建设、使用和维护作出规定。理解这些规 定，对"好房子"的概念正本清源，才有利于将各参与主体的关注重点，聚焦到提升建筑质量、优化规划 设计以及提高服务水平上来。这些才是全方位提高居住舒适度和生活品质的关键因素，也是"好房子"政 策的初衷。各地应紧扣规范要求，加快出台地方实施版本，推动"好房子"建设进程持续加速。 编辑：张澍楠 来源：证券时报 证券时报记者 吴家明 今年以来，"好房子"成为民生领域热词，引发广泛关注。不过，不少购房者反映，一些新房项目将不计 入建筑面积的阳台、露台、飘窗、夹层等区域面积打包算进套内面积，制造"得房率超100%"的营销噱 头。一些城市的新房得房率甚至已"卷"到130%。 一般来说，住宅的得房率是套内建筑面积与房屋建筑面积的比率。由于公摊面积客观存在，住宅的得房 率通常情况下不可能超过100%。近年来，各地推出相关的建筑工程容积率计算办法，对阳台面 ...

Group 1 - The term "good house" has gained significant attention in the real estate sector this year, with some new housing projects misleadingly including non-buildable areas in the calculation of usable space, leading to claims of "usable rates exceeding 100%" [1] - In some cities, the usable rate has reportedly reached as high as 130%, which is unusual as the typical usable rate should not exceed 100% due to shared areas [1] - Research indicates that new products with high usable rates have seen high sales rates in cities like Guangzhou and Shenzhen, reflecting buyer preference for these offerings, although this has led to questionable practices among some developers [1] Group 2 - A "good house" should focus on product design, construction quality, community services, green energy efficiency, and supporting services rather than just high usable space [2] - The implementation of the "Residential Project Standards" in May aims to enhance safety, comfort, and sustainability in housing projects, emphasizing the importance of quality and planning [2] - Local governments are encouraged to develop their own implementation versions of these standards to accelerate the progress of "good house" construction [2]

Core Viewpoint - The project Nengjian·Dongyufu is Beijing's first newly built residential project to implement full immediate sales, highlighting its strategic location and the advantages of selling existing properties [1][3][10]. Project Overview - Nengjian·Dongyufu has begun accepting appointments for viewings, requiring buyers to provide asset proof of 3 million to 5 million yuan [2][3]. - The project is located between the East Third Ring and East Fourth Ring, near two subway stations, and has access to quality educational and medical resources [3][4]. - The project consists of 98 units, with a price cap of 106,600 yuan per square meter, making it competitive in the current market [4]. Market Context - The project was acquired in December 2021 for 1.14 billion yuan, with a floor price of approximately 28,000 yuan per square meter, marking it as a pilot for full immediate sales in Beijing [3][4]. - The surrounding market shows no new homes for sale, with nearby second-hand properties priced between 93,000 and 120,000 yuan per square meter [3]. Design and Features - The project offers three-bedroom and four-bedroom units, with the largest unit measuring 160 square meters [4][6]. - The design includes a south-facing layout with a living room width of 4.55 meters, which is competitive compared to other new projects [6][8]. - The project has a total area of approximately 13,000 square meters, with a community garden of about 5,000 square meters [8][9]. Sales Strategy - The developer's strategy includes a verification process to ensure quality viewing experiences and to filter potential buyers based on financial capability [2][3]. - The immediate availability of the property is a significant selling point, allowing buyers to avoid the lengthy wait associated with pre-sale properties [10][11]. Future Trends - The trend towards immediate sales is expected to grow, particularly for projects in prime locations with strong developer backing [11]. - As buyer awareness of property quality and legal protections increases, immediate sales may become the mainstream method of property delivery in the next 5 to 10 years [11].

Core Viewpoint - The introduction of 11 residential land plots in Fengtai District aims to meet diverse and personalized housing demands, enhance housing supply quality, and stimulate consumer activity [1][6]. Group 1: Land Plot Details - The 11 plots are categorized into three types: five for shantytown redevelopment, five for urban village redevelopment, and one for primary development [2]. - Specific plots include the Yuegezhuang Village plot (2.18 hectares, 58,000 square meters), the Changxindian plot (4.25 hectares, 46,800 square meters), and the Zhangguozhuang plot (approximately 47,700 square meters) [3][4]. Group 2: Location and Infrastructure - All plots are strategically located within Fengtai District, close to essential amenities such as education and healthcare, and within approximately 1 kilometer of transit stations [1][4]. - The plots are situated in key areas or emerging growth zones, offering advantages of prime location, mature infrastructure, and planned development [4]. Group 3: Market Implications - The high inventory in Fengtai District presents competition among new projects, but well-located and high-quality developments can still succeed [6]. - The increase in land supply is expected to broaden the choices in the new housing market, contributing to the ongoing enhancement of housing quality and stimulating consumer demand [6].

Core Viewpoint - The concept of "good houses" has been officially included in the government work report, emphasizing the need for safe, comfortable, green, and smart housing [1] Policy Guidance - Provinces like Shanxi, Fujian, and Gansu have strengthened departmental coordination to promote "good house" construction, clarifying key tasks and responsible departments while enhancing policy, land, financial, and tax support [1] - Shandong provides financial and fiscal policy support for the construction and purchase of "good houses," including integrating high-quality residential projects into green finance support [1] Technical Support - Jiangsu and Zhejiang have released technical guidelines aimed at improving the quality of new housing, while Hubei has issued technical instructions for transforming old houses into "good houses" [2] Technological Empowerment - Guangdong, Jiangxi, and Henan are conducting technological research related to "good house" construction, with Jiangxi focusing on common issues such as sound insulation and water leakage, initiating 62 projects [2] - Henan has launched 12 projects aimed at enhancing housing quality and construction safety [2] Industry System Improvement - Shandong has established a high-quality residential innovation research center to provide ongoing intellectual support for "good house" construction [2] - Beijing is focusing on industrialization of interior decoration, structural industrialization, and the application of green energy-saving technologies in new affordable housing projects [2]