PART 01 滨湖区省府板块，方兴湖TOD合肥轨道翰墨雲栖最新消息，这应该是滨湖新计容最低上车门槛了，规划了13栋15-17F小高层，全系一梯一户产品，容积率 1.8，共470套房源，据说是外立面铝板、石材到顶，户型面积段128-139-168平，小区规划了泛会所、图书馆、TOD商业组团、儿童乐园、四点半课堂、 私宴厅等功能区。 中海望津府作为合肥一环内首座新规人文大宅，展现出其独特的建筑风格和人文关怀。项目位于合肥逍遥津的胜利路与淮南路交口，周边环绕着四牌楼、 银泰中心、淮河路步行街等多个繁华商圈，为居民提供了丰富的购物、娱乐和餐饮选择。 瑶海区的中海望津府，没想到不声不响的就已经开过盘了，中海的效率一向是很高的。 东路站 R III 45 86 36班 珠海路小学 省行政中心东站 ST NY NEW (4) 搜狐号@话说探家 2#16F T 3#16F | 1#17F 128m2 | 128m2 128m2 128m² | 128m² 128m 128m1 128m2 128m² 51 m CHANNETH 7#17F 5#15F 6#17F 8#17F 139m² 168m2 139m² 168m2 ...

北京朝新标的地块及北京满茂标的地块均位于中国北京市朝阳区三间房乡，为居住用地，总占地面积约 68,996平方米，规划计容建筑面积约为172,936平方米。 中国金茂(00817)公布，于2025年9月16日，公司间接全资附属公司北京亦城与保利房地产及北京朝新签 订北京朝新增资协议，据此，北京亦城及保利房地产同意按相同的价格基准分别向北京朝新增资。其 中，北京亦城向北京朝新投入增资价款人民币3.5亿元，保利房地产向北京朝新投入增资价款人民币21.5 亿元。于增资一完成后，北京亦城及保利房地产所持北京朝新的股权比例分别为30%及70%。 此外，公司间接全资附属公司北京亦城与保利房地产及北京满茂签订北京满茂增资协议，据此，北京亦 城及保利房地产同意按相同的价格基准分别向北京满茂增资。其中，北京亦城向北京满茂投入增资价款 人民币21.5亿元，保利房地产向北京满茂投入增资价款人民币3.5亿元。于增资二完成后，北京亦城及保 利房地产所持北京满茂的股权比例分别为70%及30%。 于2025年2月11日，北京亦城及保利房地产以50%:50%的比例组成联合体，透过公开竞买程序以总价人 民币87.295亿元投得北京朝新标的地块及 ...

本周二（8月26日）金隅0017地块总平图出炉，3天后，西侧中建壹品0016地块的设计方案姗姗来迟。 0016地块占地约2.4公顷，总建筑面积约8.01万㎡，其中地上建面约5.04万㎡，地下2.97万㎡。 规划11栋7-11F洋房，主力建面100㎡-120㎡区间，少量140㎡-180㎡大户型产品。 与东边0016地块一样，也没有做架空层。 部分层高不足3米，但无限接近。 下沉庭院不在大门口，而是隔着一栋住宅楼在小区正央位置，面积大约900平米，会做成立体下沉会所。 据说中央围绕下沉庭院布置的三栋是楼王栋，南侧有超级园林，面积在7000平米左右。 北京进深 徐迪 两个多月前，海淀宝山双子同日出让。 根据出让文件，0016地块内含1处社区卫生服务站，建面不低于550平方米；1处社区养老服务驿站，建面约1000平方米。 | 序 | 规划地块 | 用地 | 用地规模 | 控制 | 容积 | 地上建筑规模 | 绿地 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | हे | 第号 | 性质 | (平方米) | 高度 | 率 | (平方米) | 率 ...

公 司 点 房地产行业 销售稳居行业首位，融资成本进一步下降 2025 年 8 月 26 日 投资要点： 本报告的风险等级为中风险。 本报告的信息均来自已公开信息，关于信息的准确性与完整性，建议投资者谨慎判断，据此入市，风险自担。 请务必阅读末页声明。 ROE（TTM） 0.15% 资料来源：东莞证券研究所，Wind 持有（维持） 保利发展（600048）2025 年中报点评 分析师：何敏仪 SAC 执业证书编号： S0340513040001 保利发展（600048）发布2025年中报，上半年公司累计实现营业收入 1168.57亿元，同比减少16.08%；归母净利润27.11亿元，同比下降 63.47%。基本每股收益0.23元，同比下降63.4%。 评 电话：0769-22177163 邮箱：hmy@dgzq.com.cn 主要数据 2025 年 8 月 25 日 收盘价(元) 8.30 总市值（亿元） 993.55 总股本(百万股) 119.70 流通股本(百万股) 119.70 上半年业绩同比下降六成三，符合预期。2025年上半年，公司累计实现 营业收入1168.57亿元，同比减少16.08%；利润总额 ...

Core Viewpoint - The "Hualian Luanshanfu" project, which has faced numerous delays since its planning in 2006, is finally set to enter the market after nearly two decades of development challenges, with a recent announcement of its resumption of construction in 2024 [1][13]. Project Overview - The project is located in the Bao'an District, specifically at the intersection of Guangshen Highway and Hangcheng Avenue, and is a collaboration between Hualian Holdings and Hengyu Group, with a construction planning permit expected to be issued in January 2025 [4]. - The total construction area is approximately 124,300 square meters, with a land area of about 21,900 square meters, a floor area ratio of 4.19, and a green space ratio of 25% [6]. - The development consists of seven buildings, including five residential towers ranging from 28 to 38 stories, totaling 504 units, along with a six-story commercial building and a 21-story office building [7]. Design and Amenities - The project features a high-end residential configuration, including a heated swimming pool and optimized design elements such as the shape and location of the rooftop landscape pavilion and swimming pool [3][8]. - The residential units will range from approximately 96 to 119 square meters for flats and 133 to 170 square meters for duplexes, with sales expected to begin in October [10]. Market Context - The project is positioned in a highly sought-after area where residential land is scarce, which is anticipated to alleviate the demand for new housing in the region [11]. - The surrounding infrastructure includes access to the Metro Line 12 and the upcoming Line 20, as well as educational institutions and shopping centers, enhancing the project's attractiveness [10]. Company Background - The development is managed by Shenzhen Jinghengtai Real Estate Development Co., Ltd., which has undergone several name changes and is fully owned by Hualian Holdings [15][17]. - Hualian Holdings' involvement in the project reflects its strategic commitment to resolving historical issues and strengthening its presence in the Shenzhen real estate market [22].

Group 1 - The core point of the article is that the Yuexiu Yun Cui project is set to launch soon, with significant interest from potential buyers, indicating a strong demand in the real estate market [1][2]. - The project has received over 300 expressions of interest, with 105 units available in the first phase, resulting in a competition of approximately three buyers per unit [2]. - The land for the Yuexiu Yun Cui project was acquired by Yuexiu Property for 1.415 billion RMB, with a floor price of 33,623.6 RMB per square meter, following a competitive bidding process involving multiple major developers [3][5]. Group 2 - The land is classified as Class II residential land, covering an area of 21,010 square meters, with a planned gross floor area of 42,088 square meters and a plot ratio of 2.5 [5]. - The project is located near the previously successful Yuexiu Yun Yue phase one, which has seen a high sales rate of over 90% [7]. - The new project will offer units with areas of approximately 88㎡, 107㎡, and 117㎡, with an expected usage rate of around 120% [8][10]. Group 3 - The anticipated market price for the units is between 58,000 to 65,000 RMB per square meter, with the possibility of surprises at launch [10]. - The project is situated in the Tonghe area, at the intersection of Tianhe and Baiyun districts, close to the under-construction Metro Line 18 and various lifestyle amenities, indicating a mature residential environment [10]. - The development is managed by Guangzhou Hexiu Real Estate Development Co., Ltd., established in May 2025, with a registered capital of 731.5 million RMB [10].