2月6日上午9时30分，由山西晚报社主办的"一马当先看楼市"——太原楼市新春直播季第四场活动在山 西晚报社新闻会客厅圆满举行。作为系列直播活动的收官之作，本场活动特邀山西财经大学管理科学与 工程学院房地产开发与管理专业负责人、副教授王秀燕，以及2025年太原楼市单盘销售冠军华润置地太 原瑞府销售负责人王少雄、亚军中铁屿逸书院项目营销负责人马瑞共聚一堂，围绕"淡市之中卓越楼盘 何以穿越周期"主题，展开深度对话。 直播通过山河+APP、山河视频（抖音、快手）、山西晚报视频号、戎姐看房微信公众号等多平台同步 推送，为观众呈现了一场兼具理论高度与实践洞察的市场剖析。 1 硬实力、好产品 构筑傲人销售成绩 活动伊始，新闻会客厅内外的嘉宾、粉丝及网友们便将焦点投向2025年太原楼市的"明星项目"。在全国 楼市继续盘整、量价回落的2025年，华润置地太原瑞府、中铁屿逸书院凭借卓越市场表现脱颖而出，分 别以太原市单盘销售冠军、单盘销售亚军成为全城的明星楼盘。同时，太原瑞府还是全城单价超17000 元项目的销售冠军；屿逸书院则是全城单价不足17000元项目的销售冠军，并获得西中环板块及煤气化 板块的两大区域销售冠军。两大项目的 ...

Core Insights - The forum held on January 29, 2026, focused on the future of China's real estate industry amidst macroeconomic changes and urban development strategies [1] - The real estate sector is transitioning from a phase of large-scale expansion to one of quality improvement and structural optimization, facing both challenges and opportunities [2] Group 1: Economic Outlook - 2026 marks the beginning of the "14th Five-Year Plan" and is seen as a critical transition period for the real estate industry towards high-quality development [2] - The industry has moved past large-scale expansion and is now in a phase of optimizing existing stock and improving quality, with a focus on stabilizing market confidence and addressing supply-demand imbalances [2] Group 2: Consumer Demand and Market Dynamics - Stable growth in consumer demand is essential for revitalizing the real estate market, which relies on improved employment, income, and asset stability [3] - Demand in 2026 is expected to improve, with a projected growth rate of 4%-5%, supported by ongoing consumer policies and recovery in employment and income [3] Group 3: Urban Renewal and Quality Housing - Urban renewal and the construction of quality housing are identified as key drivers for the industry's transformation, emphasizing the need for new supply rather than just new developments [4] - Policies related to urban renewal have been implemented frequently, with significant examples demonstrating successful revitalization and demand stimulation [4] Group 4: Market Predictions and Trends - The overall real estate market in 2026 is anticipated to exhibit an "L-shaped bottoming" pattern, with new residential prices expected to decline by 1% to 0%, indicating a gradual stabilization rather than a full recovery [5] - Core cities are expected to see moderate price increases of 2%-3%, while weaker cities may continue to struggle with high inventory and population outflows [7] Group 5: Policy Recommendations - Recommendations for 2026 include enhancing demand-side support through measures such as lifting purchase restrictions, increasing mortgage tax deductions, and optimizing housing fund policies to lower purchasing costs [7]

"在房地产行业，也需要新的供给来激发新的需求。"住房和城乡建设部原总经济师、中国城市规划学会 理事长杨保军认为，这种新供给主要是城市更新以及已有项目的完善。他举了北京市朝阳区亮马河的例 子，"之前河道建设没有考虑人的多重需要，主要是防洪、排污功能，不吸引人，自然也不愿意靠近。 现在沿岸建筑大门面向河道，因为它有美景，有生气，有人流，这就是一个变化。"(完) 同时，不动产细分市场预期的结构分化特征，在过去一年持续存在。 基于调研结果，该报告建议2026年，在住宅市场方面，应强化需求端支持，重点推动放开限购、提高房 贷抵税幅度、实施房贷贴息等举措，切实降低购房成本、释放合理需求。 第十四届全国政协委员、中国发展研究基金会理事长张军扩也就需求端进行了分析，"消费需求的稳定 增长，取决于消费能力的增强和消费信心的提升，而这既有赖于居民就业状况的显著改善、收入的显著 增加和收入结构的优化，也有赖于居民资产状况的稳定改善和财富效应的持续增强。" 张军扩认为，这很难一蹴而就，需要逐步累积的过程。综合判断，今年消费需求或许会在去年回升基础 上，进一步缓慢回升。 中新网北京1月29日电 29日，2026年中国房地产年度趋势论坛 ...

Core Insights - The article emphasizes the strategic direction for promoting high-quality development in the real estate industry as outlined in the "14th Five-Year Plan" [1] - A series of supportive policies aimed at stabilizing the market, benefiting people's livelihoods, and promoting transformation are expected to be implemented [1] Group 1: Company Strategy and Performance - Binhai Group has implemented a "1+5" development strategy, focusing on its core real estate business while expanding into five other sectors: services, leasing, hotels, elderly care, and industrial investment [1] - As of mid-2025, Binhai Group holds approximately 490,500 square meters of rental properties, generating rental income of 200 million yuan, with an investment property book value of 10.443 billion yuan [1] - The asset management platform, Binhai Asset Management, manages over 600,000 square meters of assets valued at over 17 billion yuan, serving more than 200 corporate clients [2] Group 2: Market Environment and Policy Impact - Recent policy signals indicate a shift towards targeted support for the real estate sector, with a focus on meeting market expectations and avoiding piecemeal measures [2] - The Ministry of Finance and the State Taxation Administration announced a 3% VAT on the sale of homes held for less than two years starting January 1, 2026, which may impact market dynamics [2] - Future real estate support policies are expected to be implemented in a "precision drip irrigation" manner, creating a favorable competitive environment for companies with quality land reserves and brand premium capabilities [2] Group 3: Land Acquisition and Investment Strategy - Binhai Group's total land acquisition amount reached 48.7 billion yuan in 2025, ranking 7th among national real estate companies, with a focus on core markets [3] - The company plans to maintain a "steady" investment strategy in 2026, aiming to match land acquisition with 50% of sales cash inflow to ensure operational safety and cash flow [3] - The regional strategy emphasizes a 60% focus on the Hangzhou market, 20% on other cities in Zhejiang Province, and 20% on markets outside the province, with Shanghai being a key area of interest [3] Group 4: Future Outlook and Market Position - According to a report by Zheshang Securities, Binhai Group is expected to outperform in 2026 due to its focus on the mid-to-high-end residential market and strong brand presence in Hangzhou and the Yangtze River Delta [4] - Despite the industry's downturn from 2022 to 2025, Binhai Group has increased its land reserves and maintained sales above 100 billion yuan, positioning itself among the top ten real estate companies in China [4] - The company is well-positioned to benefit from market recovery in the Hangzhou area, with a significant inventory of projects and a high density of layouts, leading to a potential revaluation of its sales performance [4]

绿城中国董事会主席刘成云 " 在房地产新旧模式、新旧动力转换关键之际，行业应共同努力，重塑市场信任，聚焦产品与服务本质，以高品质供给激活真实需求,以建设"好房子"推动 房地产行业高质量发展。 中房报记者 马琳丨北京报道 "房地产行业转型期，企业的稳健经营是第一位的。"绿城中国董事会主席刘成云表示。 1月初，刘成云在接受中国房地产报记者采访时表示，在房地产新旧模式、新旧动力转换关键之际，行业应共同努力，重塑市场信任，聚焦产品与服务本 质，以高品质供给激活真实需求,并以建设"好房子"推动房地产行业高质量发展。 中国房地产报：绿城会如何通过战略执行，将中央经济工作会议与全国住建工作会议提及的房地产高质量发展的战略落地实践？ 刘成云：近期召开的中央经济工作会议、全国住建工作会议为房地产行业发展指明了清晰、务实的发展路径，我们深受鼓舞。"因城施策"有利于各地根据 实际情况精准调控，促进市场平稳健康；"控增量、去库存、优供给"则推动行业从源头优化结构，避免资源错配。 新发展阶段，企业应回归到"以人为本"，通过建设"好房子"推动房地产行业高质量发展。作为行业企业，绿城长期坚持的发展模式便是"因地制宜、因城 布局"，并在核心 ...

Core Viewpoint - The fifth member representative conference of the China Real Estate Appraisers and Agents Association (CREAAA) was held on December 26, 2025, in Beijing, with nearly 600 representatives attending, and Jiang Wanrong was elected as the new president of the fifth council [1][2]. Group 1: Conference Highlights - The Ministry of Housing and Urban-Rural Development expressed congratulations on the successful convening of the conference and acknowledged the achievements of CREAAA [1]. - The fourth council president, Chai Qiang, reported on the work of the fourth council, emphasizing the focus on self-regulation in real estate appraisal, brokerage, and leasing, as well as the association's development [2]. - A special report was delivered by a representative from the Ministry of Housing and Urban-Rural Development, emphasizing the importance of the real estate industry in supporting urban renewal and high-quality development [3]. Group 2: Future Directions - Jiang Wanrong outlined the new council's commitment to implementing the spirit of the 20th National Congress of the Communist Party and other central meetings, focusing on self-regulation and research in real estate appraisal, brokerage, and leasing [4]. - Key areas of focus include deepening theoretical research, enhancing service quality, promoting a fair competitive environment, building collaborative platforms, and strengthening political leadership within the industry [4].

12月30日，财政部、国家税务总局发布公告宣布，自2026年1月1日起，个人（不含个体工商户中的一般 纳税人）将购买不足2年的住房对外销售的，按照3%的征收率全额缴纳增值税；个人将购买2年以上 （含2年）的住房对外销售的，免征增值税。 此次新政将原5%的征收率下调至3%，通过降低交易税负释放政策红利，成为稳楼市政策"组合拳"的重 要一环。近期房地产领域新政持续密集落地，从需求端减负到供给端优化形成系统性支持，为行业向高 质量发展转型筑牢基础，更有助于提振市场信心，推动滨江集团（002244）等头部房企加速估值修复。 滨江集团打造高品质"好房子"的底气，根植于公司高质量交付水平与稳居行业第一梯队的稳健财务表 现。 2025年，滨江集团交付规模与销售业绩同步放量，全年累计交付项目43个，总交付面积达383.5万平方 米，其中杭州地区交付项目35个，累计惠及25020户家庭；销售端同步实现1017亿元全口径销售额，行 业标杆地位稳固，稳居全国房企第一梯队。 财务端，截至2025年末，公司债务结构优化成效持续显现。公司权益有息负债规模压降至262亿元，较 2024年末减少超40亿元，较2022年末实现规模缩减近半；融 ...

文 | 钱钱 编辑 | 阿景 今年成都土拍市场的表现，就像坐过山车一样刺激。 中指研究院的数据显示，2025年成都涉宅用地成交金额超过850亿元，同比增长超20%，在全国城市中 暂居第四位。 这个数字看起来相当亮眼，但如果你仔细分析就会发现，全年市场呈现出明显的"冰火两重天"。 上半年抢地热潮vs下半年冷场现实 今年3月成都土拍市场简直热得发烫。 11日那天，高新区大源板块一宗地块经过132轮竞价，最终被招商蛇口以楼面价31700元/平方米拿下， 这是成都地价首次突破"3万+"。 时隔半个月，3月27日锦江区柳江街道地块再次刷新纪录。 2025年12月30日，成都土拍市场落下帷幕。 新都区斑竹园街道一宗16亩住宅用地被甘肃鹏悦以底价拿下，这宗看似普通的土地交易，为全年土拍画 上了句号。 41200元/平方米的楼面价，106%的溢价率，让成都地价直接迈入"4万+"时代。 当时业内都在感叹，成都土地市场的天花板被彻底捅破了。 那会儿的土拍现场，简直像拍卖会一样热闹。 头部央国企们资金实力雄厚，拿地积极性高涨。 招商蛇口、国贸地产这些企业，在核心地块争夺中毫不手软。 谁能想到，短短几个月后市场就变了天。 9月26日 ...

Core Viewpoint - The real estate industry is expected to gradually emerge from the adjustment period and enter a new stage of stable development as policies continue to be implemented and reasonable housing demand is gradually realized [1] Group 1: Industry Trends - The ongoing implementation of policies is anticipated to support the recovery of the real estate market [1] - The "14th Five-Year Plan" emphasizes the importance of the real estate industry in ensuring and improving people's livelihoods, highlighting the goal of high-quality development [1] Group 2: Company Insights - Vanke's development strategy is significantly guided by the objectives outlined in the "14th Five-Year Plan" [1]

Core Viewpoint - Vanke's management believes that the real estate industry is expected to gradually emerge from the adjustment period and enter a new stage of stable development as policies continue to be implemented and reasonable housing demand is gradually realized [1] Group 1: Industry Trends - The "14th Five-Year Plan" emphasizes the important role of the real estate industry in ensuring and improving people's livelihoods, highlighting the goal of high-quality development [1] - The plan stresses the importance of "good houses and good services," which will be the foundation of industry competitiveness and the mission of ensuring and improving people's livelihoods [1] - Future industry development will focus on creating a multi-level housing supply system to generate more effective demand and opportunities [1] Group 2: Policy Implications - The plan suggests "activating and utilizing inefficient land, idle properties, and existing infrastructure," indicating a potential resolution to the historical mismatch of land resources [1] - Efficient use of land resources is expected to provide space for the development of new productive forces [1] - The emphasis on "promoting urban connotative development and vigorously implementing urban renewal" indicates an acceleration of urban renewal efforts, aiding in the protection of historical context and the integration of new and old urban spaces [1]