点击标题阅读全文 榜单 VIEW 克而瑞研究中心 "每周研究精读" ， 聚焦宏观、行业、房企、土拍、产品、客需、榜单等多个研究成果，与各界探讨行业运 行逻辑、变数及未来趋势。 2 0 2 5年1 - 5月中国房地产企业销售TOP1 0 0排行榜 专题 | 2024年房企存货管理专题——典型房企现房库存占比接近3成 从存货规模、存货结构、投资力度等方面进行分析，探讨2024年典型房地产企业的存货状况和发展趋势。 专题 | 2025年存量宅地清单透视：城市库存与收储分化下的破局路径 各城市库存规模及开工进度显著分化，专项债收储仍需进一步细化落地。 观点 专项债发行快报｜连续两月超3 0 0亿主投房地产，半数份额来自福建省第八期 房地 产相 关规模环比 降4 0 % 至5 2 5亿，区域分化，福建 土储债 1 / 3用 于土地回购。 行业透视｜现房销售一旦落地，对代建市场有何影响？ 在" 所 见即所得" 销售模式下 ，产 品力的突破与进阶是 实现超额收益的关键。 5月新房成交环比基本持平；百强房企5月业绩环比增长3.5%。 2025年1-5月中国房地产企业新增货值TOP100排行榜 市场格局仍集中于头部企业；前5月 ...

阿联酋凭开放政策、经济转型及全球化定位成全球房地产焦点，迪拜与阿布扎比各具特色。 阿联酋凭借开放的政策环境、持续的经济转型和全球化的城市定位，成为全球房地产投资者关注的焦点。 迪拜与阿布扎比两大核心市场各具特色。迪拜以国际化流量引擎打造资产流动性优势，阿布扎比以智慧规 划构建稀缺价值壁垒，两者共同构成中东地区最具抗跌性的投资组合。 迪 Dubai 拜 市场机遇：政策、经济与规划三重红利叠加 The United Arab Emirates 0 1 1、政策红利构建投资友好型环境 • 黄金签证：吸引外籍投资者（2024年外籍购房占比超60%，英、印、中买家为主），购房即享长期居留 权。 • 税费优势：无资本利得税、遗产税，持有成本低；低利率环境（3%-4%）降低购房杠杆压力。 2、经济韧性与人口支撑 • 多元产业，非石油经济占比74.6%，旅游业（年接待1872万国际游客）。 • 人口结构优势显著：68.6%的25-54岁青壮年群体、92%的外籍人口比例，催生旺盛的居住与租赁需求。 3、区域价值分化孕育结构性机会 • 核心区（短期高流动性）： -朱美拉棕榈岛海景别墅（全球顶级配套，抗通胀属性）。 4、未来增长引 ...

Core Insights - The article highlights five key regions in Dubai, each with distinct advantages and strong sales performance in the real estate market [1][28]. Group 1: Dubai City Center - The Dubai City Center is characterized by its iconic landmarks such as Burj Khalifa and Dubai Mall, attracting around 20 million visitors annually, which drives high demand for luxury apartments, particularly from high-net-worth individuals from the Middle East and Russia [2][5]. - The scarcity of land and limited supply, with only 4% of residential properties expected to be delivered in 2024, contributes to the resilience of property prices and rents in this area [2][3]. Group 2: Business Bay - Business Bay, as Dubai's second-largest CBD, hosts multinational companies like Citibank and PwC, with an office vacancy rate below 5%. The government plans to enhance this area into a "Middle Eastern Manhattan" by adding over 800,000 square meters of office space [8][10]. - The area is expected to see a population increase driven by the Gold Visa and tax incentives, with a projected resident population of over 300,000 by 2030 [10]. Group 3: Palm Jumeirah - Palm Jumeirah is recognized as a global luxury benchmark, combining high-end residences, international hotels, and scarce sea views, making it a prime location for affluent individuals [12][14]. - The area is expected to attract high-net-worth clients, including royal families and international celebrities, bolstered by its unique transportation links to the city center [12][14]. Group 4: Dubai Hills - Dubai Hills is designed as a family-friendly community with amenities such as international schools and shopping centers, projected to attract families with children [18][19]. - The area is set to benefit from new metro lines, reducing commute times to the city center, and is expected to see a resident population of 100,000 by 2030 [19]. Group 5: Al Furjan - Al Furjan is positioned as a cost-effective option for middle-class families, with a direct metro line to the city center and plans for further transportation improvements [22][23]. - The area is experiencing population growth, with a projected increase to 50,000 residents by 2030, and is expected to attract more expatriate families [23]. Group 6: Notable Projects - The St Regis The Residences project in Dubai City Center saw nearly 70% of its units sold on the opening day, with an average price of AED 32,000 per square meter, primarily attracting international high-net-worth buyers [5][7]. - Canal Heights 2 in Business Bay is noted for its premium pricing, approximately 10-15% higher than surrounding projects, and offers an annual rental yield of about 8% [11]. - The Palm Crown project on Palm Jumeirah is highlighted for its unique location and luxury features, with a price increase of 12% within three months of its launch [16][15].

Core Viewpoint - The Dubai real estate market is experiencing significant growth in transaction volume and value, driven by a young and predominantly expatriate population, alongside a diversified economy that supports various sectors including tourism and real estate [2][25][34]. Group 1: Market Status - The Dubai real estate market has shown a robust recovery post-pandemic, with a 38% increase in transaction volume and over 50% growth in transaction value in 2023. In 2024, the market is expected to reach a record 181,000 transactions, a 36.5% year-on-year increase, with a total transaction value of 522.5 billion dirhams, up 27.3% [2][4]. - The real estate prices in Dubai are influenced by economic diversification, infrastructure development, and market fluctuations, maintaining stability after rapid growth [3]. Group 2: Competitive Landscape - Emaar Properties holds a significant market share, supported by government backing and a project delivery rate exceeding 95%. In 2024, Emaar achieved contract sales of 65.4 billion dirhams (approximately 17.8 billion USD), marking a 75% increase [10][11]. - Nakheel, a subsidiary of Dubai Holding, focuses on large-scale projects like Palm Island and World Islands, leveraging government support and land reserves in coastal growth areas [13]. - Damac Properties, a leading private developer, emphasizes high-end residential and mixed-use community developments, maintaining a strong market presence through innovative projects [15]. Group 3: Economic Foundation - Dubai's economy is diversifying effectively, with tourism, trade, finance, and real estate becoming key growth drivers. The tourism sector is rebounding, with international overnight visitors reaching 18.72 million in 2024, a 9% increase, including a 31% rise in Chinese tourists [18][19]. - The real estate sector contributes approximately 8% to Dubai's GDP, playing a crucial role in economic growth, investment attraction, and job creation [20]. Group 4: Population Support - The population of Dubai is projected to reach 3.74 million by 2024, with a youthful demographic where individuals aged 30-34 represent the largest group [25]. - Expatriates make up 92% of the population, with significant representation from South Asia and Southeast Asia, and a growing number of Chinese nationals seeking opportunities in Dubai [26]. Group 5: Planning and Future Outlook - Dubai's 2040 urban plan includes the development of two new city centers, Expo Center and Dubai Silicon Oasis, aimed at attracting high-tech talent and fostering innovation [29][32]. - The real estate strategy aims to double the sector's contribution to GDP by 2033, increasing transaction values from 522.5 billion dirhams in 2024 to 1 trillion dirhams [33].

克而瑞《2024年阿联酋房地产市场住宅白皮书》 5月20日重磅发布！ 波斯湾畔，沙漠与海岸的交汇点，近年来正以不容忽视的强劲势头吸引全球资本的瞩目。阿联酋以黄金签证和零税费，向全球投资移民客递出橄榄枝。迪 拜的奢华，阿布扎比的资源富饶，强劲搏动着…… 0 1 阿联酋地产行业崛起 "黄金签、零税费、自由区"对海外投资客友好 位于波斯湾畔的阿联酋总面积83600平方千米，海岸线长734千米，石油和天然气资源非常丰富。 2021年摆脱疫情影响后经济强势复苏，2024年阿联酋实际国内生产总值(GDP)同比增长3.9%，达到1.74万亿迪拉姆 1 ，为历史最高值。 房地产行业迅速 复苏， 2024 年前 3 季度，房地产行业对 GDP 的贡献率为 7.6%，为历史最高值。 2024年阿联酋总人口数量已达到1250万人，外籍居民约占88.5%。 工作机会多、税费低、优质教育医疗资源等因素使阿联酋成为备受外籍人士欢迎的目 的地。 同时也与阿联酋 宽松的长期签证获得条件有关， 允许向投资者、科学家、医生、工程师、艺术家、作家等专门人才和他们的家人授予阿联酋长期签证。 其中投资移民被普遍采取的是通过"黄金签证" 获得 10 年 ...

以下文章来源于盐财经 ，作者凌川儿 盐财经 . 越来越多心动的中国投资者，开始认真考虑起了这个问题。 将视线从繁华火热的东京移开，在关西、名古屋等大都市圈以外，散落于群山之间的广袤乡镇地 区，人烟消散甚至长期无人打理的房屋数量明显上升，有日本总务省在2024年公布的调查称， 到2023年10月，该国国内住宅总数的空置率已经达到13.8%，创下历史新高。 根据总务省"住宅与土地统计调查（2023年10月1日的最新数据），日本全国的空置房数量约为 900万户，创历史新高，空置房占总住宅数的比例（空置率）也达到了13.8% 从主要为山地的和歌山县，到九州最南端的鹿儿岛，再到旅游观光热度高企的北海道，由于自身 产业相对单一，又地处大都市圈的边缘位置，在宏观经济增长的节奏放缓后，这些中小城市不可 避免地迎来了"收缩"的命运。 洞察趋势，睿智人生。《南风窗》旗下专业财经媒体。 来源丨盐财经 作者丨凌川儿 用可能仅是北上广十分之一的价格，去日本买一套房，可行吗？ 大城市的 虹吸效应 渐渐显现，随着这些地区的常住人口外流趋势加速，在日本非都市圈外的许 多非一线城市区域，当地逐渐蔓延的房价"鹤岗化"现象，与社交平台上，想要逃离 ...

以下文章来源于盐财经 ，作者凌川儿 洞察趋势，睿智人生。《南风窗》旗下专业财经媒体。 将投中网设为"星标⭐"，第一时间收获最新推送 大城市的虹吸效应渐渐显现。 盐财经 . 去日本，买"中古房" "就像待在一个水晶球里一样。" 作者丨 凌川儿 编辑丨 宝珠 用可能仅是北上广十分之一的价格，去日本买一套房，可行吗？ 越来越多心动的中国投资者，开始认真考虑起了这个问题。 将视线从繁华火热的东京移开，在关西、名古屋等大都市圈以外，散落于群山之间的广袤乡镇地区，人烟消散甚至长期无人打理的房屋数量明显上升， 有日本总务省在2024年公布的调查称， 到2023年10月，该国国内住宅总数的空置率已经达到13.8%，创下历史新高。 （根据总务省"住宅与土地统计调查（2023年10月1日的最新数据），日本全国的空置房数量约为900万户，创历史新高，空置房占总住宅数的比例（空置率）也 达到了13.8%。） 从主要为山地的和歌山县，到九州最南端的鹿儿岛，再到旅游观光热度高企的北海道，由于自身产业相对单一，又地处大都市圈的边缘位置，在宏观经 济增长的节奏放缓后，这些中小城市不可避免地迎来了"收缩"的命运。 大城市的虹吸效应渐渐显现，随 ...

以下文章来源于盐财经 ，作者凌川儿 盐财经 . 洞察趋势，睿智人生。《南风窗》旗下专业财经媒体。 作者： 凌川儿 来源： 盐财经（ ID： nfc-yancaijing ） 用可能仅是北上广十分之一的价格，去日本买一套房，可行吗？ 越来越多心动的中国投资者，开始认真考虑起了这个问题。 将视线从繁华火热的东京移开，在关西、名古屋等大都市圈以外，散落于群山之间的广袤乡镇地 区，人烟消散甚至长期无人打理的房屋数量明显上升，有日本总务省在2024年公布的调查称， 到2023年10月，该国国内住宅总数的空置率已经达到13.8%，创下历史新高。 根据总务省"住宅与土地统计调查（2023年10月1日的最新数据），日本全国的空置房数量约为 900万户，创历史新高，空置房占总住宅数的比例（空置率）也达到了13.8% 从主要为山地的和歌山县，到九州最南端的鹿儿岛，再到旅游观光热度高企的北海道，由于自身 产业相对单一，又地处大都市圈的边缘位置，在宏观经济增长的节奏放缓后，这些中小城市不可 避免地迎来了"收缩"的命运。 大城市的虹吸效应渐渐显现，随着这些地区的常住人口外流趋势加速，在日本非都市圈外的许多 非一线城市区域，当地逐渐蔓延 ...

Core Viewpoint - The article discusses the increasing interest of Chinese investors in purchasing properties in Japan, particularly in less urbanized areas, due to the high vacancy rates and lower prices compared to major Chinese cities [2][4][21]. Group 1: Market Overview - As of October 2023, Japan's residential vacancy rate reached a historical high of 13.8%, with approximately 9 million vacant homes nationwide [4][21]. - The trend of population outflow from smaller cities to larger urban centers has led to a phenomenon referred to as "Hegangization," where property prices in these areas decline significantly [4][21]. Group 2: Investment Opportunities - The article highlights the appeal of "中古屋" (second-hand houses) in Japan, which offer significant price advantages and attract young Chinese consumers seeking a romantic lifestyle [10][21]. - A specific case is presented where a photographer purchased a wooden house in Hokkaido for approximately 32,000 RMB, showcasing the affordability of properties in these regions [14][15]. Group 3: Challenges and Considerations - Foreign buyers face complex legal and regulatory challenges in Japan, including property registration and immigration policies, which can lead to potential legal disputes and economic losses [17][21]. - The article warns that many vacant homes may not receive adequate maintenance, leading to further deterioration and potential disputes with neighbors [22][24]. - New regulations in Japan require foreign property investors to register a local emergency contact, adding another layer of complexity for potential buyers [18][21].