01 上个月底，杭州壹号院二期（坊间俗称"2号院"）快速成交了一套225㎡，带车位1980万。 中介刷屏的文案就十分诱人：超级捡漏价！杭州壹号院二期225㎡中高楼层，全新未住，只要2000万， 还送一个车位。比市场价低几百万，史上最低价。 每一个用词，都在激发购房者的欲望。如此高热的氛围渲染下，很快这套房子便成交了。殊不知，背后 是又一个房东亏损上千万离场的"血泪故事"。 因为"全新未住"这四个字，压根没人会想到这套房竟已经三易其主了。前任房东是3年前接手的。当时 的买入价还不便宜，接近2600万。算上大税、中介费等，接近2700万。 再加上这些年的持有成本，前任房东从买入到卖出，亏本近千万。一千万啊，普通工薪家庭一辈子都赚 不到这么多。买套杭州顶流豪宅，三年时间轻松亏完。原来，高位接核心资产也会"吃药"。 02 这并不是杭州壹号院房东首次亏本卖房。 早在2024年初，也曾有一套杭州壹号院一期的134㎡，房东含泪大甩卖。虽然只有134㎡，但可看江、还 能看大莲花，市场行情好的时候，顶着杭州壹号院的title，也算是"香饽饽"了。 前任房东以1450万的二手价格买进。但去年初出手时，只卖了1250万，还带车位。 ...

Core Insights - The recent purchase of luxury properties by companies like 瑞慈医疗 and 嘉里建设 highlights the ongoing strength of the high-end real estate market in Shanghai, despite a broader industry downturn [2][6][8] - 瑞慈医疗's acquisition of a villa for approximately 1.99 billion yuan reflects a strategic long-term investment in a prime location, indicating confidence in future capital appreciation [3][4] - 嘉里建设's purchase of a property for 1.17 billion yuan and the subsequent strong sales performance of its 金陵华庭 project demonstrate robust demand for luxury housing in Shanghai [6][7] Company Actions - 瑞慈医疗's indirect subsidiary, 上海瑞慈瑞铂门诊部有限公司, purchased a residential unit in 云锦东方, with a total area of about 570.06 square meters at a price of 34.9 million yuan per square meter [3][4] - 嘉里建设's chairman, 郭孔华, acquired a 449 square meter unit in 金陵华庭 for 1.17 billion yuan, with expectations of generating approximately 23 million yuan in profit from the transaction [6][7] Market Trends - The luxury real estate market in Shanghai is experiencing significant growth, with high-end properties priced over 50 million yuan seeing a 27% increase in transactions year-on-year [2][8] - In the first three quarters of 2025, luxury properties accounted for nearly 80% of total transactions in 11 major cities across China, indicating a strong preference for high-value assets [8] - The recent sales performance of 金陵华庭, which sold out quickly at high prices, reflects a strong demand for luxury housing driven by affluent buyers seeking core assets [7][8]

Core Insights - The luxury real estate market in first-tier cities is increasingly attracting younger buyers, with significant participation from the post-90s and post-00s generations [1] - In Shenzhen, 30% of luxury home buyers are in their 20s and 30s, while in Shanghai, over 50% of buyers in high-end properties are from the post-95 generation [1] - The perception of luxury homes is shifting, with many young buyers feeling disappointed by the actual offerings compared to their expectations [1] Group 1: Buyer Demographics - The influx of young buyers into the luxury market indicates a generational shift in wealth accumulation and investment strategies [1] - Many young buyers are leveraging family wealth or capitalizing on industry trends to afford luxury properties [1][2] - The minimum age for purchasing luxury homes has decreased to as low as 20 years old in some cases [1] Group 2: Market Dynamics - Despite a general downturn in the real estate market, luxury properties in major cities continue to see high demand, with some buyers willing to pay over 10 million yuan [1][2] - Buyers are highly sensitive to price fluctuations, often engaging in community discussions to maintain property values [3][5] - The phenomenon of "internal digestion" among homeowners is prevalent, where residents buy properties within their community to prevent price drops [5] Group 3: Buyer Experiences - Many buyers report feeling misled by developers regarding the quality and features of luxury homes, leading to a sense of betrayal upon receiving their properties [9][10][12] - The disparity between promised services and actual offerings has led to dissatisfaction among homeowners, particularly regarding property management and amenities [10][12] - Homeowners are increasingly organizing to advocate for their rights and ensure that developers fulfill their commitments [13][20] Group 4: Economic Context - The economic landscape for young professionals has changed, with many facing job insecurity and salary reductions, impacting their ability to maintain mortgage payments [6][29] - The luxury real estate market is seen as both a personal residence and an investment, with buyers keenly aware of market trends and property values [22][29] - The narrative of upward mobility through real estate investment is challenged by recent market downturns, prompting buyers to reassess their financial strategies [29][30]

以下文章来源于金融八卦女频道 ，作者伍豪 有深度、有温度、有态度，在这里读懂财富。 作者：伍豪 来源： 金融八卦女频道（ID：baguanvpindao) 2024年奢侈品市场遭遇寒冬，富人们酷爱的LV也卖不动了。 富人的出门行头从"鲜衣怒马爱马仕"，变成了"休闲穿搭布袋子"，用他们的话来说"不是LV买不起，而是帆布包更有性价比"，炫富风变极简风，来了一 个180度大转弯。 金融八卦女频道 . 上海放松限购， 豪宅日光一天收金 120 亿 00 后买家入场，创国内亿元豪宅新纪录 当下的楼市真的割裂。 这边，楼市寒冬，刚需新房艰难去化，二手房东割肉放血，以价换量。 那边，上海豪宅市场却是暖意浓浓。 最近，上海地标豪宅项目翠湖天地六期开盘， 108 套亿元豪宅正式开盘，高达 21 万元/平方米的销售均价，并没有让富人们望而却步，仅仅几个小时 的时间，108 套豪宅便被抢购一空，共计收金 119.79 亿元，创国内亿元豪宅日光的新纪录。 但一个硬币皆有两面，不再热衷于"炫富"的有钱人，却在另一件事上依然"上头"，高烧不退，那就是买豪宅。 最近，北上广深四个一线城市，富人们疯抢豪宅就如买大白菜。 更让人瞠目结舌的是， ...