2025年上半年，单价15万-20万豪宅成交量，深圳同比飙升960%，广州激增116.7%；单价20万以上顶豪 成交量，广州暴涨233.3%（数据来源：CRIC）。 塔尖人群正以前所未有的热情涌入顶豪市场，一场资本的重新布局悄然上演。当中，广州顶豪标杆凯旋 新世界表现尤为抢眼，成为这波热潮的绝对主场。 塔尖人群集体出手 伴随A股站上3600点，热点城市楼市也悄然复苏。 2025年上半年，北上广深二手房成交量均创近年同期新高，当中塔尖购买力更是集中释放：克而瑞监测 显示，上半年30城总价千万以上豪宅成交同比增18.76%。从单价看，15万-20万/m²的豪宅，深圳涨 960%，广州涨116.7%；单价20万+/m²的豪宅，上海涨17.3%，广州涨233.3%。此外，总价5000万以上顶 豪成交量（一二手）同比增幅更达到48.5%和43%。不过，供应减少也导致总价3000万-5000万一手豪宅 成交下滑近三成，反衬出顶级稀缺资产的供不应求。 广深顶级豪宅市场迎来爆发性增长。 将视线聚焦广州，引领广州顶级豪宅市场的始终是凯旋新世界。 家喻户晓20多年，凯旋新世界吸引着广州乃至全国最顶级的购买力：当中不乏曾经错过广粤 ...

Market Overview - The equity market experienced fluctuations last week (June 9 to June 13, 2025), with a decline in risk appetite due to external events. The average daily trading volume for the entire A-share market was 1.3716 trillion, continuing to rise week-on-week, driven mainly by event-related trading, with sectors like non-ferrous metals, oil and petrochemicals, and agriculture leading the gains [2][13]. AH Share Premium - The AH share premium index fell to a low level of 128 points, breaking below the previous lows of January 2023 and October 2024, placing it in the 0.8% percentile over the past five years. The Hang Seng Index has risen by 19.11% year-to-date, with recent trends indicating that the inflow of southbound capital has slowed, focusing more on sectors with significant gains [3][13]. Banking Sector Performance - The banking sector achieved excess returns, with the banking index rising by 0.67% last week, outperforming the CSI 300 index, which fell by 0.21%. Since May, the banking sector has generated an excess return of 6.21% compared to the CSI 300. Despite overall performance pressure, banks maintained a return on equity (ROE) above 10%, highlighting their stability and dividend certainty [14]. Technology Sector Activity - The technology sector saw a resurgence in trading activity, with its trading volume share increasing to 29.21% in June, following a decline to 25.8% in May. The sector experienced internal differentiation and rotation, with high external demand and performance recovery in areas like computing and optical modules [15]. Public Fund Market Dynamics - On June 11, the Shanghai Stock Exchange held a seminar to discuss the development of index investment in the Sci-Tech Innovation Board, focusing on the construction of a high-quality investment ecosystem for long-term investments. The board has established various indices, including the Sci-Tech 50 and industry-specific indices [16][17]. Active Equity Fund Index Performance - The active equity fund indices showed varied performance last week, with the active stock fund index rising by 0.60%, the value stock fund index up by 0.68%, and the growth stock fund index increasing by 0.76%. The medical stock fund index had a notable rise of 4.72%, reflecting strong performance across different sectors [4][5][7][8].