房地产开发

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广州楼市,开始有金九银十的“硝烟味”了!
Sou Hu Cai Jing· 2025-09-17 04:41
刚刚过去的周末,广州楼市相当热闹。 几个新盘剑拔弩张,集中亮相,广州楼市,也终于有了传统金九银十的那种热闹劲。 在热闹过后,我们也发现,广州楼市,出现了一些不一样的信号。 广州楼市 有金九银十的硝烟味了 咱们先来捋一捋,这周末广州楼市发生了哪些大事。 先是位于天河世界大观的新盘保利辰园·湖境开启锁房,价格很香: 75㎡总价329-341万 86㎡总价369-410万 89㎡总价406-427万 126㎡总价650-684万 128㎡总价655-700万 保利辰园·湖境算是今年金九杀出来的第一个狠角色,项目周六刚开放样板间,据说当天到访人数超2000人,诚意登记人数近300个,项目打铁趁热,连夜 通知次日锁房。 据说第二天一早,项目售楼部外就排满了长队,都是等着抢房的人,项目整体去化超60%,算是给金九来了个开门红。 此外,上周末位于老黄埔的中鼎书院上城三期珺翎府也加推新规3#、4#栋,首发价格3.7万/平,比吹风价低了不少,项目还发了一个很有野心的海报: 三期价格首发,荡平老黄埔。 这火药味,可以说很浓了。 以惊喜价格抢跑。 此招虽俗,但从市场反馈来看,确实有一定成效。 除了两个开盘的项目,上周末一个"准热盘 ...
2025年1-8月份河南房地产市场基本情况
Sou Hu Cai Jing· 2025-09-17 04:29
1-8月份,全省房地产开发企业房屋施工面积同比下降5.1%。其中,住宅施工面积下降4.8%。全省房屋 新开工面积下降22.7%。其中,住宅新开工面积下降22.6%。全省房屋竣工面积下降38.4%。其中,住宅 竣工面积下降38.0%。 二、新建商品房销售和待售情况 1-8月份,全省新建商品房销售面积同比下降1.1%。其中,住宅销售面积下降1.5%。全省新建商品房销 售额下降0.8%。其中,住宅销售额下降1.5%。 8月末,全省商品房待售面积同比增长16.0%。其中,住宅待售面积增长25.4%。 三、房地产开发企业到位资金情况 1-8月份,全省房地产开发企业到位资金同比下降0.7%。其中,国内贷款下降14.4%;自筹资金增长 0.9%;定金及预收款增长4.5%;个人按揭贷款下降8.5%。 附注: 大象新闻记者 张华婧 一、房地产开发投资完成情况 1-8月份,全省房地产开发投资同比下降8.1%。其中,住宅投资下降10.1%。 商品房待售面积:指报告期末已竣工的可供销售或出租的商品房屋建筑面积中,尚未销售或出租的商品 房屋建筑面积,包括以前年度竣工和本期竣工的房屋面积,但不包括报告期已竣工的拆迁还建、统建代 建、公共 ...
8月,房价继续下跌!
Sou Hu Cai Jing· 2025-09-17 04:18
Group 1 - The core viewpoint of the article indicates that while housing prices continue to decline overall, there are some positive changes in specific markets, particularly in new housing prices [2][7]. - In August, the number of cities with stable or rising new housing prices increased by 3 to a total of 13 cities, suggesting a slight improvement in the market [2][3]. - The maximum month-on-month increase in new housing prices was 0.4%, with cities like Shanghai, Hangzhou, and Yichang showing this increase, compared to a previous maximum of 0.3% [2][3]. Group 2 - Policy actions in August were limited, with new support measures introduced in major cities like Beijing, Shanghai, and Shenzhen, but their immediate impact on the market remains uncertain [2][7]. - In terms of year-on-year comparisons, five cities, including Shanghai, Hangzhou, Chengdu, Taiyuan, and Urumqi, experienced increases in new housing prices [3][4]. - Conversely, the second-hand housing market showed a bleak outlook, with only one city, Changchun, reporting a month-on-month increase, while all other cities continued to see declines [4][7]. Group 3 - The overall trend in August indicates a continuation of the downward trajectory in housing prices, but the commitment to "promote the real estate market" suggests that measures will be taken to stabilize and potentially reverse this trend [7]. - The article emphasizes that the stabilization of second-hand housing prices is crucial for the overall market recovery, as no city has reported an increase in this segment for several months [7].
恒基地产和新世界合作开发顶级豪宅 项目命名“THE LEGACY天御”
Xin Lang Ke Ji· 2025-09-17 03:44
Core Viewpoint - The collaboration between Henderson Land Development Company Limited and New World Development Company Limited to develop a luxury residential project named "THE LEGACY" in Hong Kong highlights their commitment to high-quality real estate development and innovation in the luxury housing sector [1] Group 1: Project Overview - The project consists of two residential towers developed in two phases, with a total floor area exceeding 400,000 square feet [1] - Located in the Mid-Levels area of Hong Kong, the project is connected to the Central business district, enhancing its appeal [1] Group 2: Design and Development Philosophy - The architectural and interior design of the project is managed by the renowned Italian architectural firm ACPV ARCHITECTS, led by Antonio Citterio and Patricia Viel, emphasizing a high standard of design [1] - The project reflects the development philosophy of Henderson Land Development, focusing on excellence and timeless value in high-end residential projects [1]
上实发展涨2.20%,成交额5915.91万元,主力资金净流入251.66万元
Xin Lang Cai Jing· 2025-09-17 03:35
Core Viewpoint - Shanghai Industrial Development Co., Ltd. has shown significant stock price growth and positive financial performance indicators, despite a decline in net profit. Group 1: Stock Performance - As of September 17, the stock price of Shanghai Industrial Development increased by 2.20%, reaching 4.65 CNY per share, with a total market capitalization of 8.577 billion CNY [1] - Year-to-date, the stock price has risen by 29.17%, with a 4.73% increase over the last five trading days, 25.34% over the last 20 days, and 49.04% over the last 60 days [1] - The company has appeared on the trading leaderboard once this year, with a net buy of 5.8925 million CNY on August 5 [1] Group 2: Financial Performance - For the first half of 2025, the company reported a revenue of 1.232 billion CNY, reflecting a year-on-year growth of 19.73%, while the net profit attributable to shareholders was -754 million CNY, a decrease of 327.21% [2] - Cumulative cash dividends since the A-share listing amount to 1.511 billion CNY, with 75.6271 million CNY distributed over the past three years [3] Group 3: Business Overview - The company, established in 1996, primarily engages in real estate development and related services, with revenue sources including property management (52.15%), real estate sales (23.03%), and hotel operations (8.56%) [2] - As of June 30, the number of shareholders decreased by 2.57% to 31,300, while the average circulating shares per person increased by 2.63% to 58,980 shares [2]
广州花都区保租房用地1312万元底价成交
Zheng Quan Shi Bao Wang· 2025-09-17 03:35
人民财讯9月17日电,9月17日,广州出让一宗花都区宅地,该地块建设项目为全自持保障性租赁住房, 建设用地面积3119.36㎡,规划建筑面积7486㎡,容积率2.04,起始价1312万元,起始楼面价1753元/ ㎡。该地块由广州市花都区睿城投资有限公司以底价1312万元竞得。 ...
全美楼市低迷不振,AI创富神话下硅谷上演“逆周期”狂奔
Di Yi Cai Jing· 2025-09-17 03:32
目前硅谷楼市中,每四笔交易中就有一笔是以全现金完成。 美国房地产市场的低迷态势仍在延续,但硅谷地区却上演着火热景象。 根据全美住房建筑商协会(NAHB)9月16日发布的数据,九月份房屋建筑商信心指数持续徘徊于低 位。该月有65%的建筑商提供了某种形式的购房优惠,报告降价的建筑商比例达到39%,为疫情以来的 最高水平。 然而,硅谷却呈现出截然不同的景气度。"我有时与得克萨斯州等地的同行交流,当我提到硅谷的房屋 成交价始终高于挂牌价时,他们都感到难以置信。"美国房产经纪公司Compass经纪人、硅谷房地产经 纪人协会全球商业理事会主席马克·王(Mark Wong)告诉第一财经记者。 "硅谷最不缺的就是现金买家" 尽管美国房地产市场整体趋于停滞,湾区尤其是硅谷的住房市场却依然价格高企。根据房地产信息提供 商Realtor.com,在旧金山,购房者需年收入达到26.3万美元才可负担中位价房屋,圣何塞的这一门槛更 是高达37万美元。 深耕北加州市场二十年的加州佩隆居地产(Pellego)合伙人甄勇斌(Barry Zhen)向第一财经记者举例 称:"距离硅谷约一小时车程的都柏林(Dublin),2024年人口流入增长率高 ...
行业跟踪报告:下行略加速,关注收储的临界点
GUOTAI HAITONG SECURITIES· 2025-09-17 03:32
Investment Rating - The report assigns an "Accumulate" rating for the real estate industry [4]. Core Insights - The supply and demand in the real estate sector show signs of accelerated decline, particularly in supply, with a notable shift in the balance point [2]. - The effectiveness of policies has shifted from explosive short-term impacts to more sustained effects, necessitating a reassessment of policy attitudes and outcomes [61]. - The relationship between completed construction area and unsold inventory is crucial for future storage policies, indicating a potential critical point for policy execution [62]. Summary by Sections Investment Situation - From January to August 2025, the cumulative real estate development investment was 60,309 billion, a year-on-year decrease of 12.9%, with residential investment down 11.9% [13][10]. - New construction area decreased by 19.5% year-on-year, while completed area fell by 17.0% [18][10]. - The total funding for real estate reached 64,318 billion, down 8.0% year-on-year [45][10]. Sales Performance - The total sales area of commercial housing from January to August 2025 was 573 million square meters, a year-on-year decline of 4.7% [27][10]. - The sales amount for commercial housing was 55,015 billion, down 7.3% year-on-year [27][10]. - In first-tier cities, the sales area of residential properties increased by 0.9%, while second-tier cities saw a similar trend, indicating a potential stabilization in demand [29][32]. Recommendations - Low-leverage companies remain the preferred choice, with recommendations for various categories including developers like Vanke A, Poly Developments, and China Overseas Development [60]. - The report emphasizes that the decline in supply is more pronounced, while the pressure on the funding chain remains manageable [60][4]. - The anticipated seasonal peak in sales towards the end of the year suggests a likelihood of sales amounts exceeding development investment, keeping the funding chain risks under control [60].
雅戈尔涨2.06%,成交额1.34亿元,主力资金净流入1432.57万元
Xin Lang Zheng Quan· 2025-09-17 03:28
9月17日,雅戈尔盘中上涨2.06%,截至11:19,报7.44元/股,成交1.34亿元,换手率0.39%,总市值 343.98亿元。 资金流向方面,主力资金净流入1432.57万元,特大单买入1908.40万元,占比14.29%,卖出935.67万 元,占比7.01%;大单买入3427.65万元,占比25.66%,卖出2967.81万元,占比22.22%。 雅戈尔今年以来股价跌12.68%,近5个交易日涨2.06%,近20日涨0.68%,近60日涨1.36%。 资料显示,雅戈尔时尚股份有限公司位于浙江省宁波市海曙区鄞县大道西段2号,成立日期1993年6月25 日,上市日期1998年11月19日,公司主营业务涉及以品牌服装为主体的时尚产业,其他业务包括地产开 发和投资。主营业务收入构成为:房地产/旅游板块52.66%,服装板块41.47%,纺织板块7.67%,投资 板块0.26%。 雅戈尔所属申万行业为:纺织服饰-服装家纺-非运动服装。所属概念板块包括:低市盈率、破净股、金 融科技、互联金融、新零售等。 截至6月30日,雅戈尔股东户数9.04万,较上期增加6.92%;人均流通股51130股,较上期减少6.47 ...
大金×萬吉玖序:以好空气赋能中海首批“好房子”标杆项目
Jin Tou Wang· 2025-09-17 03:21
Core Insights - The concept of "Good House" has been incorporated into the government work report for the first time this year, with leading real estate companies actively responding to this initiative [1] - The Zhonghai Real Estate's first "Good House" benchmark project, Wanjijiu Sequence, has emerged as a model for the industry, addressing deep-seated expectations for residential safety, comfort, greenness, and intelligence [1][5] - The collaboration between Daikin and Zhonghai focuses on enhancing air quality in residential spaces, emphasizing that healthy air is crucial for creating comfortable living environments [1][9] Group 1: Project Overview - Wanjijiu Sequence is located in the Jiu Xian Qiao area, which has transformed from a historical electronic industrial base into a vibrant urban space, integrating technology and art [3] - The project aims to upgrade living quality significantly, focusing on the four core elements of safety, comfort, greenness, and intelligence [5] - The "Living OS" smart home system by Zhonghai allows for centralized control of home devices, enhancing the overall living experience [5][11] Group 2: Air Quality Solutions - Daikin's air conditioning solutions are designed to provide "good air," which is essential for a comfortable living environment, featuring advanced technologies like AI sensing for optimal airflow [7] - The air conditioning systems are tailored for different spaces within the home, ensuring that each area meets specific functional needs and personal preferences [7] - The partnership between Daikin and Zhonghai represents a strong collaboration aimed at addressing modern residential needs through innovative air solutions [9][11] Group 3: Industry Standards and Future Directions - The "Good House" policy is set to be fully implemented by 2025, with Zhonghai's parent company, China State Construction Group, leading the way in establishing a comprehensive system of standards [11] - Daikin is positioned as a core partner in this initiative, integrating air solutions into the broader ecosystem of the "Good House" concept [11] - The ongoing collaboration between Daikin and Zhonghai reflects a deep understanding of contemporary living demands, with plans to continue enhancing the quality of life through technology and service [11]