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贝壳深圳启动十一新房节 助推市场热度
Zheng Quan Shi Bao Wang· 2025-09-30 03:31
近期,深圳新盘入市、加推密集,叠加"905新政"红利释放,直接助推新房成交量持续走高。据深圳贝 壳研究院监测,新政落地23天(9月6日至9月28日),贝壳深圳合作门店新房认购量较新政前23天增长 35%,较8月同期增长75%。深圳贝壳研究院院长肖小平分析指出,"政策红利+优质房源"的双重吸引, 进一步放大了成交量的增长效应。 此外,贝壳"暖新驿站&主播之家"近日在深圳德佑卓乐深圳湾旗舰店正式揭牌启动,标志着深圳首批 113家门店正式启动为暖"新"服务阵地,为新就业群体提供日常关爱、参与党建活动和社区志愿活动等 服务。 随着国庆中秋长假日益临近,房企和各个平台机构也积极合作推盘,助推市场热度。 记者从贝壳获悉,贝壳深圳携手多家开发商举办"活力深圳,宜居未来"2025贝壳深圳新房节活动。今年 国庆中秋长假期间,深圳贝壳将为广大购房者提供500余套上新特价房源。购房者不仅可以享受到开发 商为贝壳客户提供的直接折扣优惠,还能叠加贝壳找房平台的专属福利。贝壳找房APP活动页面将定时 发放500元至3000元不等的成交券抽取名额。 此外,贝壳与合作开发商签订了"贝壳阳光作业服务承诺",承诺做到不截客、不洗客、廉洁作业、阳 ...
New Home Sales Way Up, KB Home & StitchFix Report
ZACKS· 2025-09-24 23:21
Market Overview - Markets paused after a strong run following the Fed's decision to lower interest rates by 25 basis points, leading to record highs in major market indexes [1] - The Dow decreased by 171 points (+0.37%), S&P 500 fell by 18 points, and Nasdaq dropped by 75 points (-0.73%), with the Russell 2000 down the most at 22 points (-0.92%) [2] - Bond yields remained steady, with the 10-year yield at 4.15% and the 2-year yield at 3.61% [2] KB Home Performance - KB Home reported Q3 earnings of $1.61 per share, exceeding expectations of $1.50, with revenues of $1.62 billion slightly above the forecast of $1.60 billion [3] - The company announced a stock repurchase of $188.5 million [3] - However, revenue guidance for the fiscal year was lowered to $6.10-6.20 billion from the previous estimate of $6.4 billion, contributing to a decline in share price by 0.50% [4] - The Average Selling Price per home increased to $475,700 [4] StitchFix Performance - StitchFix reported a fiscal Q4 loss of -$0.07 per share, better than the estimated -$0.13 and the -$0.12 from the previous year [5] - Revenues reached $311.2 million, surpassing the $301.3 million forecast, with a year-over-year decline of only -2.6% [5] - Shares rose by 10% following the earnings report, adding to a year-to-date gain of +30.8% [5] New Home Sales Data - New home sales surged to 800,000 in August, a 20.5% increase year-over-year, exceeding the revised estimate of 665,000 [6] - The Northeast region experienced the highest gains at +72.2%, followed by the South at +24.7%, the Midwest at +12.7%, and the West at +5.6% [7] - The median sales price rose by 7% month-over-month to $413,500 [7]
债市跟随股市起舞
Ge Lin Qi Huo· 2025-08-23 11:17
1. Report Industry Investment Rating - No relevant content provided 2. Core View of the Report - This week, the bond market followed the stock market. The influence of the stock index on the bond market weakened. Short - term focus on stock market changes: a strong stock market will suppress the bond market, while a stock market correction will benefit bond bulls. The trading strategy is for trading - type investors to conduct band operations [2][35][36] 3. Summary by Relevant Catalogs 3.1 Treasury Bond Futures Weekly Market Review - This week, the main contracts of treasury bond futures opened lower with a gap on Monday and then fell sharply, fluctuated horizontally on Tuesday, fell sharply on Wednesday, rebounded after hitting the bottom on Thursday, and declined slightly on Friday. The 30 - year treasury bond fell 1.05%, the 10 - year treasury bond fell 0.52%, the 5 - year treasury bond fell 0.28%, and the 2 - year treasury bond fell 0.03% [5] - As of August 22, the maturity yield curve of treasury bond cash bonds shifted upward in parallel compared with August 15. The 2 - year, 5 - year, 10 - year, and 30 - year treasury bond yields rose by 3, 4, 3, and 3 basis points respectively [8] 3.2 Fiscal Revenue and Expenditure Data - In July, the national general public budget revenue was 2027.3 billion yuan, a year - on - year increase of 2.65%, and the expenditure was 1946.6 billion yuan, a year - on - year increase of 3.04%. From January to July, the cumulative general public budget revenue increased by 0.1% year - on - year, and the expenditure increased by 3.4% year - on - year [11] - In July, national tax revenue was 1801.8 billion yuan, a year - on - year increase of 5.0%, and non - tax revenue was 225.5 billion yuan, a year - on - year decrease of 12.9% [13] - From January to July, the national government - funded budget revenue was 2312.4 billion yuan, a year - on - year decrease of 0.7%, and the expenditure was 5428.7 billion yuan, a year - on - year increase of 31.7% [16] 3.3 Unemployment Rate - In July, the unemployment rate of the 16 - 24 age group (excluding students) in urban areas was 17.8%, higher than the same period last year by 0.7 percentage points; the 25 - 29 age group was 6.9%, higher than the same period last year by 0.4 percentage points; the 30 - 59 age group was 3.9%, the same as the same period last year [19] 3.4 South Korean Export Data - In the first 20 days of August, South Korea's exports increased by 7.6% year - on - year. Semiconductor exports were 8.71 billion US dollars, a year - on - year increase of 29.5%, accounting for 24.5% of the total exports in the first 20 days of August, up 4.2 percentage points from the same period last year [21] 3.5 New Home Sales Data - Since June, the decline rate of the national new home sales area has accelerated. From January to March, the average daily trading area of commercial housing in 30 large and medium - sized cities was 2.36 million square meters, a year - on - year increase of 2.5%. From August 1 to 20, it was 1.8 million square meters, a year - on - year decrease of 16% [23] 3.6 Price Data - As of August 22, the 200 - index of agricultural product wholesale prices was 115.53. Prices showed a slight upward trend in the first 22 days of August, but the upward slope was much lower than the same period last year. In July, energy prices increased by 1.6% month - on - month, affecting the CPI to rise by about 0.12 percentage points. The average domestic refined oil price in August was lower than that in July [25] - The Nanhua Industrial Products Index declined slightly in the first 22 days of August. After reaching a closing high on July 25, it continued to decline. Short - term inflation pressure is limited [28] 3.7 Capital Interest Rate Data - This week, capital interest rates increased. The weighted average of DR001 was 1.45%, and it fell to 1.41% on Friday. The weighted average of DR007 was 1.52%, and it fell to 1.47% on Friday. The average issuance interest rate of one - year AAA inter - bank certificates of deposit was 1.67%, higher than last week's average of 1.64% [31][32] 3.8 Treasury Bond Futures Market Logic and Trading Strategy - In July, China's fixed - asset investment growth rate was significantly lower than market expectations. Retail sales of consumer goods, industrial added value, and the service industry production index were all lower than expected. Real estate sales and prices continued to decline, while exports exceeded expectations. The central bank will implement a moderately loose monetary policy, and the State Council will take measures to stimulate consumption, expand investment, and stabilize the real estate market [35] - The trading strategy is for trading - type investors to conduct band operations [36]
最新发布丨奉贤新房销售排行榜
Sou Hu Cai Jing· 2025-08-06 14:45
Core Insights - The Shanghai real estate market saw a total of 4,711 new homes sold in June 2025, representing a month-on-month decrease of 0.98% compared to May [1] - In June, the Fengxian district recorded 100 new home registrations, with a total transaction area of 11,370 square meters and a transaction value of approximately 476.77 million yuan [1] Sales Performance - The top-selling properties in June included: - Xiangyu Jiangwan Yufu in Jinhui with 19 registrations, ranking first - China Railway Construction Xiyu in Xidu with 16 registrations, ranking second [5] - The detailed sales data for June includes: - Xiangyu Jiangwan Yufu: 19 units, 1,654 square meters, 59.78 million yuan - China Railway Construction Xiyu: 16 units, 1,648 square meters, 67.48 million yuan - Zhongjian Yujingyuan: 12 units, 1,459 square meters, 78.00 million yuan - Other notable properties include Shangjiangnan Jinghuimingting, Zhongjian Haiyuefu, and others with varying sales figures [6][7]
杭州限价取消后第一个涨价卖的锦绣公馆,过了8个月还没卖完
Sou Hu Cai Jing· 2025-07-17 10:46
Core Insights - The first project to raise prices after the removal of housing price limits in Hangzhou, Jinxiugongguan, still has unsold new units available despite initial high demand [1][2][4] Group 1: Project Overview - Jinxiugongguan is located in the West Lake District, approximately 300 meters from the Metro Line 10 [2] - The project was the first to set its own prices after the price limit removal, with the initial launch in November 2022 offering 33 units at an average price of 79,405 yuan per square meter [2] - The second launch in December 2022 saw an increase in average price to 82,500 yuan per square meter, with a significant drop in registration [2][4] Group 2: Sales Performance - The third launch in March 2023 offered 61 units at an average price of 84,999 yuan per square meter, with a registration rate of 44.53% [4] - As of July 16, 2023, approximately 90% of the 158 units launched across three sales have been signed, but some units from the initial launch remain unsold [4][5] Group 3: Market Dynamics - Industry experts suggest that the unsold inventory reflects the relatively high pricing strategy of the project, with more affordable options available in the market [7] - The demand for smaller units (139 square meters) was higher due to a total price range of 10 million to 12 million yuan, while larger units faced more competition [7][9] - Nearby second-hand properties, such as those in the Shenhua area, offer competitive pricing, making Jinxiugongguan less attractive for buyers with similar budgets [9]
【广发宏观贺骁束】高频数据下的5月经济:数量篇
郭磊宏观茶座· 2025-06-03 07:44
Core Viewpoint - The article highlights the mixed performance of various sectors in May, indicating a gradual recovery in certain areas while others continue to face challenges, particularly in real estate and industrial production. Group 1: Power Generation and Industrial Activity - The cumulative power generation from coal-fired power plants increased by 1.9% year-on-year as of May 22, marking the first positive reading of the year [1][7] - Industrial sector operating rates showed mixed results, with steel and coking industries underperforming compared to April, while the textile and apparel sectors improved significantly [8][9] - As of the fourth week of May, the operating rate of high furnaces increased by 2.2 percentage points year-on-year, while coking enterprises saw a 1.6 percentage point increase [8][9] Group 2: Construction and Infrastructure - The construction funding availability rate remained stable compared to the end of April, with a slight increase of 0.07 percentage points to 58.9% as of May 27 [10][11] - The cement shipment rate recorded 40.5%, reflecting a 0.2 percentage point decline year-on-year [10][11] - The oil asphalt operating rate decreased to 27.7% by May 28, down from 34.4% and 30.8% in the previous weeks [10][11] Group 3: Consumer Behavior and Sales - The average daily subway ridership in ten major cities increased by 0.8% year-on-year to 61.51 million, although it showed a decline from the previous month [12] - Real estate sales in May showed a reduced decline compared to April, with a 4.1% year-on-year drop in the average daily transaction area across 30 major cities [14][15] - Retail sales of passenger cars maintained a relatively strong state, with a year-on-year increase of 16% from May 1 to 25 [15] Group 4: Appliance Sales and Export Activity - Retail sales of major home appliances remained high, with air conditioners, refrigerators, and washing machines showing significant year-on-year growth rates of 66.1%, 75.2%, and 85.2% respectively during the week of May 19-25 [16][17] - Container throughput showed a slight slowdown, with a year-on-year increase of 5.0% from May 5 to 25, down from 7.3% in April [18] - The number of container ships sent to the U.S. saw a year-on-year decline of 17.2% as of May 31, indicating a potential shift in export dynamics [18][19]