6月27日央行官网发布消息，央行召开了2025年第二季度例会，这会议内容里关于房地产的表述，那可 是发生了不小的变化。 以前呢，更多说的是推动房地产市场止跌回稳，就好比一个生病的人，努力让他不再病情恶化，慢慢恢 复健康。 而这次例会的表述变成了"加大存量商品房和存量土地盘活力度，持续巩固房地产市场稳定态势，完善 房地产金融基础性制度，助力构建房地产发展新模式"。 其中"持续巩固房产市场稳定态势"这句话，格外引人关注。 这就像是原本努力让病人恢复健康，现在发现病人已经有了好转的迹象，接下来要做的就是好好巩固这 个成果。 为什么会有这样的变化呢？咱们得看看现在房地产市场都出现了哪些积极信号。 就拿存量商品房和存量土地盘活来说，进入2025年，存量商品房收储力度不大，重点倒是放在了收储闲 置土地上。 智通财经统计，截至6月22日，好家伙，已经有26个省市公示了收购存量闲置土地项目的具体信息。 这些项目累计覆盖4259宗地块，资金规模约4776.48亿元呢！这增量速度和资金规模，简直太可观了。 这涨幅啊，主要还是靠重点城市的土拍价格走高带动的。为啥重点城市土拍价格能涨呢？是因为主城区 以及优质地块供给增加了。 就像一 ...

Core Viewpoint - The recent favorable policies in the real estate market, including interest rate cuts and increased housing demand, have led to a stabilization of the market, particularly in Guangzhou, where high-quality residential projects are experiencing significant sales success [1][29]. Group 1: Market Trends - The People's Bank of China announced a 10 basis point reduction in both the one-year and five-year Loan Prime Rates (LPR) on May 20, contributing to a more optimistic outlook for the real estate market [1]. - During the "May Day" holiday, Guangzhou's real estate market saw a 30% increase in the number of visits to residential projects and a 73% increase in sales [1]. - The luxury real estate market in Guangzhou is showing signs of recovery, with a total of 510 high-end properties sold in the first four months of 2025, averaging 127 sales per month at a price of approximately 69,000 yuan per square meter [29][30]. Group 2: Company Performance - Poly Developments' "Tian" series projects have dominated the luxury market in Guangzhou, with significant sales figures, including nearly 10 billion yuan in sales for the Poly Zhujiang Tianyue project and 33 billion yuan for the Poly Tianyao project within just two days [3][7]. - Poly Developments has consistently ranked first in Guangzhou for land acquisition and sales volume, showcasing its strong market presence and brand reputation [5][6]. - The company's focus on high-quality product design and customer-centric services has contributed to its success in the competitive luxury real estate market [6][9]. Group 3: Product Features - The "Tian" series projects are strategically located in high-demand areas such as Zhujiang New Town and Pazhou, benefiting from unique geographical advantages and comprehensive amenities [9][20]. - Poly's projects emphasize high-quality materials and innovative designs, such as the use of luxury stones and unique architectural features, enhancing the overall living experience for residents [20][23]. - The company is committed to providing a holistic living experience, integrating customer feedback into product design and service delivery, which is reflected in the high demand for its properties [32][34].