楼市没招了，确切点来说，是临深的楼市真的没招了。 来了就是"惠州人" 这两天，临深的惠州发布了关于征求《惠州市户口迁入登记管理规定（征求意见稿）》意见的公告，拟全面放宽落户限制。 具体的变化重点是将取消多项户籍迁入门槛—— 1、取消市辖区与市辖县差别化落户条件，统一调整为持有惠州自有合法产权住宅房屋，或申请时在惠州市参保且连续居住半年以上的非户籍人员可申请 落户，其共同居住生活的配偶、未成年子女及父母可随迁。 2、取消年龄、劳动合同及参保时长限制，具有大专及以上学历、初级及以上职称、中级工及以上职业资格或职业技能等级等人才，经核准可直接申请落 户；非惠州户籍的全日制大中专院校应届毕业生毕业5年内可"先入户后就业"。 虽然惠州落户并不是什么难事，但在这之前学历、年龄、工作社保、居住时间以及是否持有房产都有一定的门槛。 比如——惠城中心区需居住满3年且就业参保满3年，其他市辖区需居住满2年且就业参保满2年，即使是人才落户的方式，也需年龄在45周岁以下，与引进 单位签订劳动合同，市辖区需参保3至6个月。 包括子女和父母的随迁，落户方面还是有一定的限制条件等。 如今统一落户未来只需要持有房产，或者毕业5年内的全日制大 ...

驰骋商界70载，97岁的李嘉诚23度蝉联香港首富。 今年初他以 373 亿美元（约 2909.4 亿港元）身家再次登顶，如今却惨遭重创。2025年8月14日，长和系公布半年报：净利润暴跌92%至8.52亿港元，创2015 年重组以来最大跌幅。 在8月中期业绩会上，97 岁的李嘉诚仍亲力亲为，条理清晰地向股东解释利润缩水主因是海外业务合并。针对此前港口交易风波，李嘉诚强调会继续推进， 并缓解监管审查压力挽回市场信心。 值得注意的是，本应主持业绩会的长子李泽钜（长和联席董事总经理）首次缺席，次子也未参与集团业务。外界不免议论纷纷，他的两个儿子都已经60多岁 了，难道还无法接下继承重担吗？ 01、商海浮沉："创业易，守业难" 1943 年，十五岁辍学养家的少年，用十年拼出两条赛道：20 岁执掌玩具厂，30 岁靠塑胶花远销欧美创下 "塑胶花大王" 名号，7000 美元起家的小厂数年扩 张十余倍。 真正让财富腾飞的，是他踩准时代的精准嗅觉。1958 年果断转战房地产，1967 年香港地产暴跌时逆势抄底核心地块，低谷期收购的物业在局势稳定后价值 翻百倍，由此构建起横跨港陆的地产版图。 更惊人的是他的套现魄力：2020 年 ...

2025年，中国房地产行业在深度调整中加速向"品质时代"转型。尽管政策端通过"白名单"机制持续强化保交付托底作用， 但受市场销售规模收缩影响，行业整体交付体量同比下滑，房企普遍面临"规模缩减"与"品质升级"的双重挑战。 在此背景下，交付品牌影响力成为房企品牌核心竞争力。它不仅是企业综合实力的具象化表达，更是市场信任度、客户忠 诚度与行业话语权的关键衡量，通过整合产品力、服务力与社会责任，构建差异化的价值标签。 克而瑞首次发布房企交付品牌影响力TOP20榜单，旨在以数据化、多维度的评估体系，挖掘行业标杆实践，为房企提供战 略升级的参考框架，为购房者建立品质选择的科学依据，最终推动行业从"规模竞争"迈向"价值共生"的新阶段，让交付力 成为房企穿越周期的确定性力量。 企业交付品牌影响力指标体系共分为四大维度9个细项，分别从"交付市场占有率""交付推广与传播""行业奖项与认证""美誉 度与舆情管控"等四个维度对企业交付品牌影响力进行测评。 | | 表:企业交付品牌影响力指标体系 | | --- | --- | | 一级指标 | 二级指标 | | 交付市场占有率 | 交付规模 | | | 交付项目个数 | | 交付推广 ...

Core Viewpoint - The UAE has emerged as a strategic high ground for global real estate investment, positioning Dubai and Abu Dhabi as the economic dual cores that will continue to lead the differentiated prosperity of the Middle Eastern real estate market over the next 5-10 years, offering high-potential and diversified investment opportunities for global investors [2]. Event Overview - The "2025 Middle East Real Estate Investment Summit" was held by CRIC Research Center on September 23 in Shanghai, focusing on "Global Vision, Middle East Opportunities" and gathering leaders from China and the Arab world, scholars, global capital strategy experts, and executives from benchmark companies to deeply interpret the investment logic of the Middle East market and new paths for "Belt and Road" cooperation [2]. Key Participants - The event featured a distinguished lineup of speakers, including: - Dr. Ding Zuoyu, Chairman of CRIC Group - Professor Luo Changyuan, Director of the World Economy Research Institute at Fudan University - Jonathan Emery, CEO of Aldar Development - Senior executives from Shanghai Construction Group and leading Asian real estate investment companies [4]. Report Release - The "2025 Mid-Year UAE Residential Market Trend Report" was released, marking the first disclosure of local strategies for overseas projects by domestic industry benchmark real estate companies [5]. Agenda Highlights - The agenda included various thematic speeches and a roundtable discussion, covering topics such as: - Trends in the UAE residential market for 2025 - New directions for China-Arab cooperation under the new international situation - Brand synergy under government-enterprise collaboration - Localization strategies for overseas projects based on Chinese experiences - Asset pricing choices based on risk-return ratios [6]. Recognition Ceremony - An award ceremony for Aldar was held at the end of the event, recognizing outstanding contributions in the real estate sector [6].

Core Viewpoint - The current sentiment among homebuyers in Guangzhou is mixed, with many choosing to wait and observe the market due to pessimism about future price trends and economic conditions [11][12][27]. Group 1: Buyer Sentiment - Many potential buyers are hesitant to purchase homes, expressing concerns about falling prices and the overall economic outlook [11][12]. - A significant number of individuals are opting to delay their home-buying decisions, indicating a lack of urgency and a preference to wait for better market conditions [6][8][11]. - The prevailing attitude among those who are not buying is one of caution, with fears that prices will continue to decline after their purchase [12][27]. Group 2: Motivations for Buying - Some buyers believe that the current market presents a unique opportunity to purchase at lower prices, viewing it as a good time to enter the market [15][19]. - Buyers are motivated by personal needs, such as upgrading for better living conditions or securing properties for their children, rather than solely focusing on investment returns [16][25][27]. - There is a belief among certain buyers that real estate will eventually appreciate again, as they see the cyclical nature of the market [15][19]. Group 3: Economic Perspectives - Buyers are increasingly viewing real estate as a necessary consumption good rather than just an investment, emphasizing the importance of living quality and personal fulfillment [20][23]. - The sentiment that housing demand remains strong regardless of price fluctuations is prevalent, with many asserting that their need for housing will not diminish due to market conditions [27][28]. - Some buyers are willing to leverage debt to purchase homes, viewing it as a strategy to combat inflation and secure assets in uncertain economic times [23].

Group 1 - Vanke has restructured its organization, creating 16 regional companies directly managed by the headquarters, indicating a shift to a strong group-level management system [3][4] - The restructuring aims to optimize costs by reducing management layers and integrating redundant functions, which is expected to lower operational and labor costs [3][4] - The establishment of eight new business divisions, including property, commercial and hotel, and logistics, reflects Vanke's strategy to diversify and seek new revenue growth avenues [4][6] Group 2 - Shenzhen Metro Group has provided Vanke with a loan of up to 2.064 billion yuan, bringing the total financial support to approximately 26 billion yuan, which is crucial for Vanke's business operations and strategic implementation [5][6] - Vanke's debt pressure has been alleviated due to continuous financial support from Shenzhen Metro Group, alongside its own sales returns and bank loans, enhancing liquidity management [6][7] - Vanke is also divesting assets, such as the sale of stakes in certain subsidiaries, to streamline operations and improve financial health [7]

Core Viewpoint - The discussion emphasizes the intersection of macroeconomic perspectives and the evolution of intelligence, particularly focusing on the transformative potential of AI and its implications for future labor systems and economic cycles [3][4][6]. Group 1: Evolution of Intelligence and Economic Impact - Lars Tvede argues that the development of AI is part of a broader cosmic narrative, suggesting that AI is approaching an "innovator stage" where it may achieve self-management and self-evolution capabilities [3][4]. - The potential for AI to significantly enhance productivity and restructure the global economy is highlighted, with a focus on the transition of capital from traditional real estate to computational infrastructure [6][117]. - Tvede emphasizes the importance of understanding three key factors for future economic analysis: technological evolution paths, innovation clusters, and value capture mechanisms [5]. Group 2: Economic Cycles and AI's Role - Tvede predicts that inventory cycles may eventually be eliminated due to real-time AI forecasting, while capital expenditure and real estate cycles will persist but with more rapid and intense rhythms [4][91]. - The discussion includes the notion that AI will enhance the accuracy of economic cycle predictions, utilizing real-time data and advanced modeling techniques [97][100]. - Tvede categorizes economic cycles into three types: inventory cycles (approximately 4.5 years), capital expenditure cycles (9-10 years), and real estate cycles (18-20 years), suggesting that AI will make these cycles more efficient and frequent [92][94]. Group 3: Future of Labor and AI Integration - The conversation touches on the future labor landscape, predicting that by 2050, there could be 4.1 billion intelligent robots, which could potentially produce five times the total output of human labor [45][49]. - Tvede notes that the integration of AI and robotics will lead to a complex task economy where many tasks will be executed by non-human entities, fundamentally altering the structure of the global economy [60][61]. - The emergence of "human cloud," "AI cloud," and "robot cloud" is discussed, indicating a shift towards a more flexible and dynamic task execution system [56][59]. Group 4: Investment Opportunities and Risks - Tvede highlights the potential for significant investment in AI infrastructure, including chips and energy systems, which could exceed 1% of GDP in the coming years [124]. - The discussion also points to the possibility of a new commodity cycle emerging as AI and robotics drive down production costs and influence market dynamics [126][130]. - Tvede expresses optimism about the long-term future, suggesting that the current wave of AI technology will lead to substantial positive changes for society [42][44].

Core Insights - The article highlights the strong demand for the Jinling Huating residential project by Kerry Properties, with a subscription rate of 190% for the second batch of sales, indicating robust market interest [1][3] - The average selling price of the units in this batch reached 205,000 RMB per square meter, setting a new record for high-rise residential prices in Shanghai for 2025 [1][2] - Kerry Properties reported a significant increase in contract sales, driven primarily by the performance of the Shanghai Jinling Road project, with a total contract sales amount of 16.186 billion HKD, a year-on-year increase of 130% [4][5] Sales Performance - The second batch of Jinling Huating included 120 units with a total saleable area of approximately 48,000 square meters, valued at around 9.8 billion RMB [2] - The average total price per unit was approximately 82 million RMB, with 17 units exceeding 100 million RMB in total price [2][3] - The highest-priced unit reached 280 million RMB, with a unit price of 326,800 RMB per square meter, surpassing previous records [2][3] Project Development - The Jinling Road project is a significant urban renewal initiative in Huangpu District, with a total investment exceeding 40 billion RMB and a development area of approximately 655,000 square meters [4][5] - Kerry Properties plans to maintain the unique architectural style of the area and create a commercial street nearly 1,000 meters long as part of the project [5] Financial Performance - For the first half of 2025, Kerry Properties reported a revenue increase of 60% year-on-year to 8.059 billion HKD, with property sales revenue growing 1.76 times to 6.42 billion HKD [6] - The company experienced a decline in shareholder profit by 22% to 612 million HKD, attributed to lower gross margins, reduced rental income, and increased costs [6] - Analysts from UBS expressed optimism regarding the sales performance of the second batch, anticipating further price increases for the remaining units [6]

消息面上，近日，多家房企债务重组取得新进展。9月15日下午，旭辉集团披露，公司7笔境内债整体重 组方案获债券持有人会议表决通过，涉及金额合计约100.6亿元。此外，佳兆业集团9月2日宣布，其境 外债务重组取得关键性进展。通过债务展期、债转股、资产处置等方式，佳兆业对原有债务结构进行系 统性优化，重组方案预计于9月底正式落地生效。而在此之前，龙光境内债以及世茂、禹洲等房企境外 债重组，先后获通过。 另外，北京时间9月18日凌晨，市场将迎来美联储9月议息会议结果。市场观点普遍认为，9月美联储降 息"板上钉钉"。国金证券表示，考虑到美联储降息预期提升刺激流动性，当前地产板块估值偏低，建议 逢低配置地产股。国信证券认为，8月地产基本面进一步走弱，考虑到当前地产基本面尤其是房价走 势，地产股很难有趋势性行情，但8月以来，北京、上海、深圳陆续出台放松限购限贷的地产新政，9月 依然是地产股政策博弈窗口期。 内房股尾盘拉升，截至发稿，碧桂园(02007)涨12.9%，报0.7港元；世茂集团(00813)涨8.86%，报0.43港 元；富力地产(02777)涨7.25%，报0.74港元；远洋集团(03377)涨6.13%，报0 ...

"9·5"新政之后，深圳市场上的各类购房需求被激活。2025年第37周（9月8日—14日），深圳全市新房 住宅类别（预售+现售）成交589套，环比增长约17%；二手房录得1554套，环比增长15.4%。 放开限购的罗湖区是此次新政中变动最大的区域之一，不少购房者直接拥有了资格，推动了该区域成交 放量。乐有家研究中心数据显示，9月6日—14日，罗湖区看房量环比上涨29%、签约量上涨也超25%。 多位深圳房地产业内人士表示，此次楼市利好发布后，购房者信心有所增强，不少外地客户来深置业， 许多港澳台客户也前来咨询，同时需求明确的客户交易周期明显缩短，开发商也加紧布局销售节点，积 极推盘抢收。 外地客户 9月5日的楼市新政之后，深圳大部分区域的购房门槛大幅降低，除盐田、大鹏新区不再限购之外，在罗 湖、宝安（除新安街道）、龙岗、龙华、坪山、光明区域内购买商品房，即便是非深圳户口也可以直接 买房，限购两套。这给深圳楼市带来了不少"新鲜血液"。 有位来自成都的客户就买下了罗湖区京基璟誉府项目的一套房。该项目销售负责人罗嘉良告诉记者，这 位客户在深圳做生意，此前罗湖限购，也没有购房资格，客户原本只考虑租房，新政之后把买房的计 ...