三家房企对后续市场仍有信心。 中海地产、华润置地于2025年8月27日同时发布2025年中期业绩。加上此前发布半年报的保利发展 （600048），房地产行业三家头部企业均已经交出答卷。从这三家头部房企的财报中，能够感知到房地 产市场的冷暖变化。 三家房企主要利润指标均有不同程度的走低，保利发展、中海地产归母净利润录得下滑，华润置地核心 净利润略有下降，显示房地产市场仍在筑底。不过，三家房企在投资上仍然积极，今年以来，保利发 展、中海地产以及华润置地在一线城市以及核心二线城市不断加仓，保持稳健的拿地强度也印证三者对 房地产市场的信心。 在销售方面，三家房企在核心城市的市占率均进一步提高。 在业绩发布会上，中海地产、华润置地也均对后市持乐观态度。 中海集团董事长颜建国表示，公司对中国经济稳中求进充满信心，对房地产市场止跌回稳充满信心。凭 借强劲的比较优势，中海地产将继续保持攻守兼备的发展态势，在市场调整中保持行业领导地位，实现 持续稳健高质量发展。 华润置地董事会主席李欣则表示，随着今年一揽子楼市政策持续落地，市场信心已逐步修复，核心城市 改善型需求加速释放，行业总体也延续风险缓释、市场企稳的态势。华润置地首席运 ...

Core Insights - A record price of 6.25 million AUD was achieved for a property in Roseville Chase, Sydney, attracting over 200 attendees at the auction [1][4] - The property, located at 8 Warrane Rd, is the highest price for a sub-1000 square meter lot in the area and the third highest overall [1][4] - The auction started with a low opening bid but quickly escalated, indicating strong market demand [4][8] Property Details - The property features five bedrooms, four bathrooms, and a swimming pool, covering an area of 681 square meters, with a guide price of 5.3 million AUD [4] - The previous owner, a local developer, purchased the original house on the lot last August, demolished it, and rebuilt the new home [5] Market Trends - Market confidence has been strong since the recent elections, with a surge in buyers following the second interest rate cut [8] - There has been an influx of both returning and new buyers, leading to increased demand despite a similar number of properties available compared to the previous year [8] - PropTrack data indicates that Roseville Chase is one of the hardest areas to buy property in Sydney, with only 2% of homes changing hands annually, compared to an overall turnover rate of 4.6% in Sydney [10]

Core Insights - The earthquake on March 28 has significantly impacted buyer confidence in Bangkok's real estate market, potentially leading to the weakest quarter for property sales and transfers in 15 years [1] - New home sales, particularly for high-rise buildings, are expected to decline sharply in the second quarter of this year [1] - The anticipated new home sales in the Greater Bangkok area for the second quarter of 2025 may hit a record low due to consumer confidence issues [1] Group 1 - The earthquake has caused visible damage to high-rise buildings, leading to a delay in property transactions as buyers reassess safety [1] - The supply of new homes scheduled for transfer in the Greater Bangkok area is projected to decrease from 33 billion THB in the first quarter to 31.4 billion THB in the second quarter of 2025 [1] - There is a shift in buyer preference towards low-rise homes, as they are perceived to be less affected by earthquakes, reminiscent of trends following the 2011 floods [1] Group 2 - Developers are urged to focus on rebuilding buyer confidence by ensuring the safety of buildings through comprehensive inspections by qualified experts [2] - It is anticipated that over 50% of buyers waiting for property transfers may reconsider their purchases, with many potentially seeking to cancel transactions [2]