以下文章来源于36氪企业舆情报告 ，作者36氪 36氪企业舆情报告 . 舆情大数据，帮你看清市场全貌、看懂涨跌原因。 9月5日保利发展日报。 来源｜ 36氪企业全情报（ID：EV36kr） 保利发展9月5日放量上涨0.07% 7.74 +0.02 +0.26% 昨日收盘价 7.72；当日收盘价 7.74 当日开盘价 7.72；交易量 136.91万手 换手率 1.14%；放量幅度 0.07% 3日涨幅 -1.02% ；5日涨幅 -2.76% 成交额： 10.57亿；总市值： 926.51亿 较过去一年的平均收盘价 -0.12% ；较过去一年的日均交易量 -0.99% ｜渠道传播分析 该事件全网传播篇次 为 948条 ，事件主要传播渠道为 微信 平台 ，传 播篇次 136条 ，占比 14.35% 。 ｜事件影响分析 " 保利发展土地储备及投资领先 " 舆情分析 观点指数研究院《信心修复|2025年8月房地产企业新增土地储备报告》显示，报告期内保利发展控股新增全口径土地储备241.97万平方米，处于领先位 置。1-7月，其土地投资力度大，权益拓储金额462.62亿元，土地新增货值最多，达843.84亿元。土地市场 ...

Core Viewpoint - The real estate market in China is experiencing a significant downturn, with investment and sales figures showing notable declines in the first five months of 2025, necessitating stronger efforts to stabilize the market [1][4][12]. Group 1: Investment and Sales Data - Real estate development investment reached approximately 3.62 trillion yuan, a year-on-year decrease of 10.7% [1][4]. - New residential sales area totaled 3.53 million square meters, down 2.9% year-on-year, with sales revenue of about 3.41 trillion yuan, reflecting a 3.8% decline [1][7]. - The construction area for real estate projects was 6.25 billion square meters, down 9.2%, while new construction area fell by 22.8% [5][10]. Group 2: Market Conditions and Trends - The decline in investment has been attributed to a lack of market confidence and ongoing adjustments within the real estate sector [2][12]. - Despite the overall downturn, some first- and second-tier cities are witnessing active market transactions, with sales figures showing resilience [9][13]. - The inventory of unsold properties has decreased for three consecutive months, indicating a potential stabilization in the market [7][9]. Group 3: Financing and Developer Insights - The total funds available to real estate developers amounted to approximately 4.02 trillion yuan, down 5.3% year-on-year, with various funding sources showing mixed results [10][11]. - Industry experts emphasize the need for improved financing mechanisms and policies to support developers and stimulate market activity [11][12]. - There is a call for local governments to enhance land supply and reduce development costs to encourage investment in high-quality residential projects [4][6].