Core Insights - The Peace District is set to enhance its real estate market with new developments planned for 2026, including the North Market Phase IV and the Bai Ta Bao He South-1 plots, which are expected to introduce new residential projects [1][18] Group 1: Land Transactions - On October 24, 2023, the North Market Phase III plot was sold, comprising two sections with a total area of 22,021.1 square meters, designated for residential use with a maximum floor area ratio of 2.5 and a commercial ratio of 5%-10% [2] - The North Market Phase IV plot is characterized as a mixed-use area with residential and commercial land, covering 5.32 hectares, with similar building regulations as the North Market Phase III [7] Group 2: Transportation and Accessibility - The North Market Phase III plot is conveniently located near the Subway Line 4's Huangsi Road Station, enhancing its accessibility [2] - The North Market Phase IV plot is adjacent to major transportation routes, including the Subway Line 4's Shifu Dalu Station and other urban arterial roads, providing multiple transportation options [9] Group 3: Commercial and Educational Amenities - The North Market Phase III plot is surrounded by various commercial districts, including the North Market and Shifu commercial areas, offering shopping, leisure, and entertainment facilities [10] - The area boasts quality educational resources, with nearby schools such as the 126 Middle School branch and Nanjing No. 1 School's Xita branch, which are expected to enhance the attractiveness of the residential developments [10] Group 4: Future Developments - The Bai Ta Bao He South-1 plot, also known as the Shanghe Bay-1 plot, is part of the 2025 promotional land offerings in the Peace District, with a total area of 13.3 hectares and similar building regulations as the North Market plots [13][18] - The Shanghe Bay-1 plot is positioned to benefit from its proximity to the river and the subway, along with planned educational facilities, making it a desirable location for high-quality residential developments [15][18]

Core Viewpoint - Shenyang Metro Real Estate is innovatively integrating the "TOD Shenyang Model" with the new housing construction regulations from the Ministry of Housing and Urban-Rural Development, aiming to create "TOD Good Houses" that meet standards of aggregation, convenience, greenness, innovation, comfort, intelligence, all-age accessibility, and quality [1] Group 1: Project Development - Shenyang Metro Real Estate plans to develop over 20 TOD projects, including premium residential, urban complexes, and metro neighborhood centers [1] - The first examples of "TOD Good Houses," Shenyang Metro Linheyuan and Shenyang Metro Chongshan Heyue, have already entered the market and gained popularity [2] - In 2025, Shenyang Metro Real Estate acquired multiple land parcels, laying a solid foundation for the "TOD Good House" development model [3] Group 2: Land Acquisition Details - The land parcel at Hunnan Avenue South, Yuerong Road East 01, was sold for 2,517 yuan per square meter, totaling approximately 0.24 billion yuan, designated for commercial use with an area of 7,321.23 square meters and a maximum floor area ratio of 1.3 [4] - The land parcel at Hunnan Avenue South, Yuerong Road East 02, was sold for 5,580 yuan per square meter, totaling approximately 2.33 billion yuan, designated for residential use with an area of 34,795.34 square meters and a maximum floor area ratio of 1.2 [4] Group 3: Project Features and Community Impact - The TOD project at Yuerong Road East 01 will include hotels, commercial spaces, and community service facilities, enhancing the amenities in the Hunnan Bay area [7] - The Yuerong Road East 02 TOD project will feature low-density villas and small high-rise buildings, with unit sizes ranging from 90 to 144 square meters for 128 units, and over 144 square meters for 148 units [10] - The projects are strategically located near key educational institutions and metro stations, providing significant geographical advantages [11] Group 4: Market Position and Future Outlook - Hunnan Bay is recognized as a high-end area in Shenyang, already home to numerous reputable real estate companies [12] - The introduction of new projects by Shenyang Metro Real Estate is expected to invigorate the Hunnan Bay market and contribute to regional upgrades [12]