上周五，位于地铁二号线惠王陵站的金茂晓棠二期三批次开盘，主推建面依然以中小面积段产品。作为项目第13次开盘，这一批次产品延续了前12次"开 盘即罄"的热销节奏。 金茂晓棠项目实拍图 金茂晓棠算是今年市场上极具代表性的一个项目，凭借小户型、低总价、地铁旁等优势，入市半年至今，已经实现了13开13罄。 据克而瑞统计的数据显示，今年成都 130㎡以下的成交占比已近4成，这一成交变化趋势正是凸显了首改刚需产品的竞争力。成交结构的变化也推动着新 房结构的变化，与年初豪宅化的新房结构不同，我们发现， 越来越多近期新入市的项目把面积控制在130㎡以下，成都的新房面积正在悄悄变小。 菁蓉湖TOD·湖城大境项目实拍图 锦樾序推出约112㎡四房户型，借新规优化空间，所有卧室+客厅5开间全部朝南，还带800库储藏间； 高新锦曜108㎡户型，实现了横厅+标准四房，这些曾经在143㎡才会出现的设计，已经在108㎡产品中出现； 金周路TOD·国宾九玺的127㎡产品是热销户型，6.8米的大横厅、LDK一体化设计都是业主们喜欢的设计； 新希望D23国宾的117㎡户型，不仅实现了约14㎡入户光厅、约7米开间大横厅，主卧更拥有独立衣帽间。 锦樾 ...

Core Insights - Guangzhou has implemented a significant policy change by lifting the 14-year-long housing purchase restrictions, leading to a more relaxed real estate market environment, known as the "9.30" policy [2] - The removal of restrictions has resulted in a notable increase in real estate transactions, with a 4.1% growth in real estate development investment in the first half of the year, marking the first positive growth in four years [2] - The impact of urban village renovations has been pivotal, with certain properties near these projects experiencing substantial sales success, while others continue to struggle under price pressures [2][3] Group 1: Policy Changes and Market Impact - The "9.30" policy allows for no restrictions on sales, loans, or contracts, significantly easing the financial burden on homebuyers, with down payments as low as 15% and commercial loan rates at 3.0% [2] - The policy has led to a resurgence in housing transactions, with some properties benefiting greatly from proximity to urban village renovation projects, which have become key drivers of sales [2][3] Group 2: Urban Village Renovation Projects - In 2024, Guangzhou successfully applied for 52 urban village renovation projects, securing a total credit amount of 409.6 billion yuan, which will involve approximately 108,000 households and 283,000 units of resettlement housing [3] - Specific projects, such as the renovation in Yuexiu District, have rapidly acquired new properties for resettlement, demonstrating the effectiveness of the policy in driving sales [5] Group 3: New Housing Products - The introduction of new housing products with higher usable space and practical layouts has gained popularity, with new regulations encouraging developers to build high-quality residences [9] - By the first quarter of this year, new housing products accounted for about 50% of the market, with their sales volume increasing significantly compared to previous years [9] Group 4: Market Dynamics and Price Adjustments - The emergence of new housing products has pressured the second-hand housing market, leading to a decline in average prices, with some areas experiencing drops of up to 15% [10][11] - The average transaction price for second-hand homes in Guangzhou decreased by 4% year-on-year in the first half of the year, reflecting the competitive pressure from new products [11]

"保价到年底，买贵补差价。" 近日，珠实地产宣布启动"保价"措施，覆盖广州区域7个在售楼盘，并喊出上述口号。该开发商宣 称，"保价"承诺持续至2025年12月31日，买贵可申请差额补偿（最高20万元物管费）。 无独有偶，今年6月，越秀地产、中交城投相继发起"保价"行动，对旗下广州部分在售项目实施"保 价"或"买贵补差价"政策。早在2024年，保利发展为抢占传统销售旺季"金九银十"的市场机会，曾在广 州推出约1000套"保价房源"。 房企陆续加入"保价"阵营背后，市场风向悄然发生变化。 李宇嘉表示，此次珠实地产参与"保价"的项目多为"旧规"产品，其不仅面临"新规"产品的竞争，还有二 手房与之竞争。 所谓的"新规"，是指2023年11月9日正式实施的《广州市建筑工程容积率计算办法》。该文件规定，将 住宅套内半开敞空间半计容的比例由原不超过套内建筑面积的15%放宽至20%，允许设置一个满足连续 开敞率不低于40%的主景观阳台，不限制其进深，高品质住宅的上限还可适当提高。套内建筑面积超过 144平方米的复式住宅，其客厅、起居室挑空部分层高基准值由原6米放宽至7.2米。其中，半开敞空间 指阳台、入户花园或设备平台等。 ...