12月16日上午10点，成都轨道交通迎来重要节点——13号线一期、30号线一期同步开启初期运营。 （图片来源：成都轨道） 在城市运行层面，这是一次轨道网络的结构性加密；而在房地产市场层面，它更像一次现实而具体的检 验：那些被反复写入规划文本的城市配套，究竟能否按时兑现？ 也正是在这样的现实语境中，回看过去一年成都楼市中一个被反复提及的项目——东城金茂晓棠，其意义 已不再局限于"卖得好"本身，而更像是一个被市场选中的样本，折射出当下房地产市场中，哪些价值正在 重新被确认。 (东城金茂晓棠项目实拍图) ·观望周期中的"A+"成绩单：一个值得深度观察的热销样本 近年来，房地产行业整体承压，成交节奏放缓成为常态。 在这样的背景下，东城金茂晓棠的销售表现显得颇为突出。项目一期首开即出现千人摇号，随后在约半年 时间内实现"十四开十四罄"的亮眼表现，超过1700套房源全部清盘。而这一销售节奏，在同期成都新房市 场中较为罕见。 更值得注意的是，这并非依靠单次营销节点实现的短期爆发，而是一种持续兑现的成交状态。在整体市场 信心尚未完全修复的情况下，东城金茂晓棠成为少数能够持续吸引改善型购房者入场的项目之一。 这也引出了行业内部 ...

克而瑞地产研究数据显示，12月份，北京商品住宅预计新增供应面积达57万平方米，环比大增399%， 同比增长224%。这一集中推盘动作，被业内视为房企冲刺年度业绩的关键举措。 从销售端来看，据中指研究院统计，11月份北京新建住宅价格同比上涨1.41%。 值得关注的是，改善型住房已成为重点城市新房供应主力。数据显示，12月份重点城市刚需、改善、高 端型新房产品供应占比分别为26%、56%和18%。在高端改善项目入市带动下，上海等核心城市新建住 宅均价上涨。 年末将至，北京新房供应显著放量。据北京市住房和城乡建设委员会（以下简称"北京市住建委"）公开 信息统计，11月份以来，北京市住建委已核发13张普通住宅预售许可证，涉及超3000套新房房源。 从供应结构来看，城六区为供应主力。11月份以来取得预售许可的13个项目中，建壹品·海宸元境（备 案名：海辰里）、北京隅·海岄（备案名：海岄雅苑）、安和雅苑等3个项目位于海淀区，璞樾家园、菁 澜嘉苑等2个项目位于朝阳区，中海·长安源境二期（备案名：源颂苑）、中海·玉华玖章（备案名：玉章 苑）等2个项目位于石景山区。 "年末北京新房供应显著放量释放多重积极信号。"上海易居房地产 ...

Core Insights - The Beijing residential market is experiencing a surge in supply as the year-end approaches, with 12 new pre-sale permits issued in November 2025, releasing over 3,000 housing units, including six new projects [1][3] - November 27 marked a significant supply peak, with four projects approved on the same day, releasing 1,531 units, nearly 50% of the month's total supply [1][3] - Developers are accelerating their market entry to capture sales before the year-end, with many projects launching immediately after obtaining permits [1][7] Supply Overview - In November 2025, 12 projects received pre-sale permits across seven districts, with Haidian district leading with three projects and a total of 1,124 units [5] - The total supply from these projects amounts to 3,203 units, with nearly 65% classified as improvement housing, targeting buyers looking for larger units [3][4] - The supply distribution includes 1,124 units in Haidian, 1,117 in Shunyi, and over 530 in Changping, while other districts contributed around 100 units each [5] Market Dynamics - The concentration of improvement housing supply is influenced by land prices and market demand, with a notable shift towards improvement-type buyers in recent years [4] - The market is responding to a growing demand for larger units, with several projects offering sizes above 100 square meters, further increasing the proportion of improvement housing [3][4] - The supply strategy is also shaped by the government's land supply policies, which have increased the availability of quality land in recent years [5][8] Sales Strategy - December is a critical month for developers to boost annual performance, leading to an accelerated launch of projects [7] - Projects like Zhongjian Yipin and Beijing Yu Hai have already opened for sales shortly after obtaining permits, with discounts offered to attract buyers [7][8] - The market is expected to see a "tail-end" effect as buyers who have been waiting for favorable prices may decide to purchase before year-end [8]

Core Viewpoint - The Beijing land market is experiencing a significant resurgence, highlighted by a competitive bidding process for a rare residential land parcel in Chaoyang District, which was won by Maoyuan for 5.024 billion yuan, reflecting a premium of 18.21% over the starting price [1][2]. Group 1: Bidding Process - The land parcel, covering approximately 28,900 square meters with a planned construction area of 80,800 square meters, had an initial bidding price of 4.25 billion yuan [3]. - Seven real estate companies participated in the bidding, which lasted for 2 hours and involved 166 rounds of competitive offers, showcasing strong market interest [2][3]. - The bidding saw intense competition primarily between Maoyuan and Zhongjian Jiuhua, with other companies like Jinsui and Yuexiu also joining later in the process [3]. Group 2: Location Advantages - The land is strategically located near Beijing University of Technology and is well-served by public transportation, being only about 100 meters from the North Gongda West Gate subway station [4]. - The surrounding area boasts multiple commercial complexes, including Chaoyang He Shenghui and Yansha Outlets, enhancing its appeal for diverse consumer needs [4]. - Quality medical and educational resources are available nearby, including top hospitals and schools, which further increase the attractiveness of the location [4]. Group 3: Market Implications - The successful bid is expected to push future project prices in the area to exceed 100,000 yuan per square meter, reflecting the high demand and limited supply in the Beijing CBD region [6][7]. - The current market shows a scarcity of new housing, with older second-hand properties dominating the landscape, indicating a structural mismatch between aging stock and improvement demand [7]. - The anticipated project will likely offer larger units (120-180 square meters) to meet the demand for improved housing options in the area, filling a significant market gap [7].

Core Insights - The article highlights the strong performance of the Shougang Jingyue Chang'an project in Beijing's real estate market, which has seen significant sales and interest from buyers, particularly in the improvement housing segment [1][19] - The project is positioned as a "good house" that meets the needs of discerning buyers looking for optimal living solutions, emphasizing factors such as location, transportation, and community amenities [1][19] Market Performance - Shougang Jingyue Chang'an achieved sales of 217 units on its opening day and has maintained the top sales position in Beijing's six districts throughout the third quarter, with a total subscription value of 260 million yuan in October [1] - The project has successfully revitalized the previously stagnant real estate market in western Beijing [1] Target Audience - The primary buyers are improvement-oriented homeowners who are selective and have high expectations for their new homes, seeking to address past regrets associated with their previous properties [1][19] - The project appeals to families looking for a balance between urban convenience and peaceful living environments [3] Transportation and Accessibility - The project is strategically located within walking distance of major subway lines, with the Line 1 branch expected to open in mid-2027, providing quick access to key business districts [5] - The ongoing construction of the Line 11 Phase II will further enhance connectivity, making it easier for residents to navigate the city [5] Community and Amenities - Shougang Jingyue Chang'an is situated in an area with strong educational resources, including K12 institutions, and is close to a major hospital, enhancing its appeal to families [5][19] - The project features a comprehensive community layout designed for all age groups, including recreational spaces, fitness areas, and social venues [15][19] Design and Living Experience - The project offers high space efficiency with over 90% usable area and well-designed layouts that cater to modern family needs, including ample storage solutions [9][11] - The inclusion of high-end finishes and smart home technology enhances the living experience, making it a desirable option for improvement buyers [13] Community Engagement - The community design incorporates various amenities that foster social interaction and cater to diverse family needs, creating a vibrant living environment [15][19] - Features such as a sunken courtyard and multi-functional spaces promote a sense of belonging and community among residents [19]

Core Insights - The Beijing new housing market remains active during the "Double 11" shopping festival, with improvement-type projects taking center stage, particularly those with units over 100 square meters [1][3][10] - Developers are enhancing product quality and offering promotional activities to stimulate sales, including discounts and added features in housing units [8][10] Market Trends - During the "Golden September and Silver October" period, 34 pre-sale permits were issued for 27 residential projects, with a focus on improvement-type units, especially those exceeding 100 square meters [3][10] - The majority of new projects are positioned as pure improvement products, with some starting at 130 square meters and total prices around 10 million yuan [3][4] Sales Performance - The sales data reflects the popularity of improvement-type projects, with notable examples like Zhongjian Yunkai Jiuyuan achieving 4.7 billion yuan in sales on its opening day and a sales rate of 76.18% by November 5 [4][5] - Other projects such as Zijin Chenyuan and Puyue also reported strong sales, with first-sale revenues of 5.65 billion yuan and 4.5 billion yuan, respectively [5][10] Product Features and Marketing Strategies - Developers are competing on amenities, particularly clubhouses, with projects like Puyue and Zijin Chenyuan featuring extensive facilities [7][8] - To enhance value, developers are adopting "value-added gifting" strategies, including appliances and furniture as standard offerings, alongside promotional pricing during the "Double 11" period [8][10] Price Trends - The concentration of improvement-type projects has led to a structural increase in new home prices, with the average price in October reaching 46,600 yuan per square meter, a 0.15% increase from the previous month [10][11] - The rise in prices is seen as a positive signal for the market, potentially boosting buyer confidence and increasing transaction volumes [10][11] Future Outlook - Long-term demand for improvement-type housing is expected to remain dominant, prompting ongoing optimization in supply and sales strategies [11] - Developers are encouraged to focus on product iteration, particularly in unit design and community amenities, to enhance quality and brand reputation [11]

Core Insights - The North China region, particularly Beijing and Tianjin, is experiencing a slowdown in new housing project launches, with a significant decrease in the number of units offered compared to the previous month [1][5] - The majority of new projects are focused on improvement-type housing, indicating a shift in consumer demand towards larger and more upscale living spaces [1][2] Summary by Category Market Overview - From September 29 to October 26, 2025, Beijing and Tianjin saw a total of 6 new launches with 1,442 units offered, representing a 46.09% decrease in supply compared to the previous month [1] - Improvement-type products accounted for 66.67% of the new offerings, suggesting a trend towards higher-end housing [1] Beijing Market - In Beijing, four new projects were monitored, including notable developments like Zijing Chenyuan and Puyue, with a focus on improvement-type housing [2] - The project Puyue launched 308 units at an average price of 97,000 yuan/m², achieving a 71% sales rate on opening day [2] - Zijing Chenyuan offered 520 units at an average price of 110,000 yuan/m², with a 58% sales rate [3] Tianjin Market - Tianjin's new project launches have slowed, with only two projects entering the market this month [5] - The project Shichuang Xirui Wenzheng launched 104 units at an average price of 21,000 yuan/m², achieving a 61% sales rate [6] - Another project, Jiantou Aoti Yuyuan, successfully sold all 160 units at an average price of 35,000 yuan/m², resulting in a 100% sales rate [7] Upcoming Projects - Several projects are scheduled for launch in November 2025, including Nengjian Dongyufu and Beijing Chengjian Guoyu Yanyuan, with details on pricing and unit numbers yet to be determined [10]

Core Insights - The Beijing new housing market is becoming increasingly competitive, with a focus on product quality extending beyond layout and decoration to include real landscape and entrance presentation [1][3] - China Railway Construction Real Estate is making a strong return to the Beijing market with the Huayu Jingyun project, which emphasizes quality and customer assurance through its recently opened entrance [1][3] Project Features - The entrance of Huayu Jingyun is approximately 55 meters wide, showcasing a grand homecoming atmosphere, constructed with high-quality natural stones sourced from Brazil and Bulgaria, and crafted using seven different techniques [3][6] - The project features a low plot ratio of 1.7, with only 202 units, emphasizing a boutique community experience with a focus on quality over quantity [11][13] - The community includes 4-7 story pure洋房 (townhouse) products with an average usable area rate exceeding 90%, ensuring efficient space utilization [15][17] Design and Materials - The entrance design combines elegance and practicality, featuring a harmonious blend of light and heavy materials, with a total height of 6.7 meters and a net height of 5.8 meters [4][6] - The project team sourced five rare types of stone from 27 countries, including Indian black gold granite and Brazilian Pandora stone, to enhance the aesthetic and quality of the entrance and community spaces [6][7] Community Amenities - The community offers a shared space with eight functional areas, including a library, yoga room, cinema, and gym, promoting a vibrant neighborhood atmosphere [19] - The landscaping theme "One City Pear Blossom, Seven Realms of Life" transforms daily commutes into enjoyable walks through scenic areas [19] Location and Accessibility - Huayu Jingyun is strategically located in the Pear Garden area, just 400 meters from the subway station, providing convenient access to Beijing's central business districts [21][22] - The surrounding area is well-developed with comprehensive amenities, including shopping, education, and healthcare facilities, enhancing the living experience for residents [22][23]

Core Insights - The announcement of the land auction in Ma'anshan reflects the city's commitment to urban development and optimization of land use under the "National Land Spatial Planning (2021-2035)" framework [1][4][8] Land Auction Details - The land parcel "Ma Zhengchu 2025-10" is located in the Yuhu District, covering an area of approximately 57.1 acres (38,065.35 square meters) with a starting price of 58.6 million yuan [1][3] - The planned use for the land includes urban residential and community service facilities, with a floor area ratio (FAR) set between 1.0 and 1.6, indicating a focus on low-density, high-comfort community development [3][4] Market Implications - The introduction of this land parcel is expected to enhance the residential market supply in the region, particularly addressing the demand for low-density improvement housing products [4][8] - The requirement for the winning bidder to construct approximately 9,704 square meters of public green space will improve the project's environmental quality and serve the broader community [4][6] Urban Development Context - The land auction aligns with Ma'anshan's broader urban development strategy, which emphasizes regional collaboration and integration into the Yangtze River Delta [6][9] - The Yuhu District is identified as a key area for urban functionality, combining residential, commercial, and public service elements, which will enhance living convenience and quality [6][7] Ecological and Cultural Aspects - The planning emphasizes ecological protection and urban quality enhancement, contributing to Ma'anshan's unique urban charm and livability [7][8] - The integration of natural resources, such as the planned water system adjacent to the land, supports the creation of a desirable living environment [3][7] Investment Perspective - The land parcel's characteristics align well with current market demands, making it a potential benchmark project in the region [8] - Ma'anshan's solid industrial foundation and ongoing regional integration efforts provide a robust safety net for the real estate market, making investments in key development areas like Yuhu promising [8][9]

Core Insights - The Beijing real estate market has shown a significant recovery in September, with new residential sales increasing by 21% month-on-month and 22% year-on-year, while second-hand home transactions rose by 19% both month-on-month and year-on-year [1][2] - The supply of new homes in Beijing doubled in September compared to August, with over 3,000 new units entering the market, marking a turnaround from previous months of low supply [2][3] - High-demand projects, particularly in key areas, have driven market activity, with notable sales figures reported for several new developments [3][6] Supply Dynamics - The supply surge in September was a key driver for the market, with 26 pre-sale permits issued, including 17 for residential projects, compared to only 12 in August [2][4] - Major new projects such as Zhongjian Yunhe Jiuyuan and Puyue have entered the market, contributing to the increased supply and market enthusiasm [2][3] Sales Performance - Hot projects have significantly boosted sales, with Zhongjian Yunhe Jiuyuan achieving sales of 573 units worth 4.7 billion yuan on its opening day, and total sales reaching approximately 3.857 billion yuan by mid-October [3][6] - Other projects like Beijing Jianguo Jiatang Yuxi and Longhu Chenhan also reported strong sales figures, indicating a robust demand for new homes [3][6] Market Outlook - The "Silver October" is expected to continue the positive trend from September, with high-end projects performing well and ongoing demand for improved housing options [5][7] - The introduction of quality land parcels in the fourth quarter is anticipated to further support the market, with industry experts predicting an increase in new home sales [7][8]