从"造房子"到"造生活" 檀谷Tanko坐落于西山脚下、潭柘寺旁，由京投发展整体开发运营。项目所在地拥有得天独厚的自然与 文化禀赋——西山层峦叠翠，潭柘寺千年古韵沉淀。然而在项目初期，即便拥有优越的自然与人文底 色，檀谷也曾面临行业转型的挑战——当"好房子"的内涵正从单一的物理空间，全面延伸至社区环境、 周边配套、个性服务等多方面的体验，如何满足用户对美好生活方式的深层期待？ 当房地产市场供求关系发生重大变化，行业发展逻辑从"增量拉动"转向"存量带动"。人们对居住品质的 期待也愈发多元，不再局限于物理空间本身，更追求丰富的生活体验与情感归属。在这样的趋势下，京 投发展以京西潭柘寺旁的檀谷为实践载体，展开了一场关于社区开发与运营的深度探索。 通过构建"房地产开发+物业+商管"三方协同的创新模式，檀谷成功打通了社区从"建成"到"成长"的可持 续发展路径，为新型社区运营提供了鲜活样本。 从"建成"到"成长" 社群的生命力，藏在长期运营的细节里。檀谷的独特魅力，正源于三方协同模式下的"自我造血"与"自 我生长"能力。 檀谷一期商业总体量近2万平方米，现已引入近40家高品质商业，其中包括14家全国首店、12家北京首 店 ...

据悉，此次撤销地块为南河路东侧地块，位于南部新城板块，南河路东侧，出让面积2.78万m²，容积率 1.01-2.0，建筑面积5.55万m²，规划建筑密度≤25%,建筑高度≤60米。 观点网讯：1月8日，宁波象山一宗宅地撤销出让，地块起价2.29亿元，楼面起价4125元/m²。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 ...

观点网讯：1月8日，A股房地产开发板块震荡走高。截至收盘，城建发展涨超8%，凤凰股份涨超6%， 盈新发展（维权）、新城控股涨超5%，苏州高新、电子城等个股跟涨。 MACD金叉信号形成，这些股涨势不错！ 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 ...

Core Viewpoint - The article discusses the significant decline in sales performance of China Overseas Land & Investment (中海地产) in Shanghai, dropping from 700 billion to 280 billion, highlighting the challenges faced in a changing market environment [3][64]. Group 1: Sales Performance - In 2025, China Overseas achieved a sales revenue of 2,512 billion, a nearly 20% decline year-on-year, dropping from second to third place in the industry rankings [26][89]. - The sales in Shanghai for the first half of 2025 fell to 137.8 billion, ranking seventh among competitors [11][72]. - By the end of 2025, the company had to enter a "wartime state" to boost sales, launching several key projects in December [16][78]. Group 2: Market Dynamics - The market in Shanghai has shifted from scarcity to abundance, with increased competition and a longer decision-making cycle for buyers [33][98]. - The number of projects has surged, but customer demand has not kept pace, leading to a more competitive environment [97][118]. - The company faces challenges in maintaining its market position as the dynamics of the luxury housing market have changed significantly [96][115]. Group 3: Strategic Decisions - Despite the declining performance, the company chose to increase its land acquisition budget to 907 billion in 2025, the highest in the country, indicating a strategic gamble [46][109]. - The company’s approach reflects confidence but also poses financial risks as profit margins are being squeezed due to rising land prices [49][112]. - The reliance on high-end projects places the company in a vulnerable position, as it must balance scale and profitability amidst declining sales [119][120].

Group 1 - The core viewpoint of the article highlights the upward movement of domestic property stocks, with notable increases in companies such as Vanke Enterprises, New Town Development, R&F Properties, and China Overseas Grand Oceans Group [1] - Vanke has reached an agreement with domestic lending institutions, including Bank of China, to adjust quarterly interest payments to annual payments, with the possibility of deferring similar interest payments until September 2026 [1] - A commentary published in "Qiushi" magazine emphasizes the need to improve and stabilize expectations in the real estate market, indicating a supportive stance from authorities [1] Group 2 - According to Caitong Securities, the decline in commodity housing sales is expected to continue narrowing by 2026, with anticipated sales growth post-market recovery being a key driver for future property company valuations [1] - The structure of land reserves is crucial for sales performance, and property companies with substantial provisions for impairment and those positioned in high-value real estate markets are likely to recover valuations first [1]

Group 1 - The core viewpoint of the article highlights the upward movement of several Chinese property stocks, with Vanke Enterprises (02202) rising by 4.18% to HKD 3.49, Xincheng Development (01030) increasing by 2.29% to HKD 2.23, R&F Properties (02777) up by 1.96% to HKD 0.52, and China Overseas Grand Oceans Group (00081) gaining 1.95% to HKD 2.09 [1] - Vanke has reached an agreement with domestic lending institutions, including Bank of China, to adjust quarterly interest payments to annual payments, with the option to defer similar interest payments until September 2026 [1] - A commentary published in the magazine "Qiushi" emphasizes the need to effectively improve and stabilize expectations in the real estate market [1] Group 2 - Caitong Securities forecasts that the decline in commodity housing sales is expected to continue narrowing by 2026, with anticipated sales growth post-market recovery being a key driver for future property company valuations [1] - The structure of land reserves is crucial in determining sales performance, and property companies with substantial impairment provisions and positioned in high-value real estate markets are likely to be the first to recover their valuations [1]

Group 1 - The core point of the news is that Caixin Development's stock price increased by 5.41% to 3.31 CNY per share, with a trading volume of 1.20 billion CNY and a turnover rate of 3.59%, resulting in a total market capitalization of 3.643 billion CNY [1] - Caixin Development is primarily engaged in real estate development, with 77.64% of its revenue coming from real estate sales, 22.20% from the environmental protection sector, and 0.16% from other sources [1] Group 2 - The Southern Fund's Southern CSI Real Estate ETF has reduced its holdings in Caixin Development by 138,000 shares, now holding 9.7077 million shares, which represents 0.92% of the circulating shares [2] - The Southern CSI Real Estate ETF has a current size of 202 million CNY, with a year-to-date return of 2.45% and a one-year return of 9.01% [2]

（文章来源：每日经济新闻） 每经AI快讯，房地产板块震荡走高，城建发展触及涨停，凤凰股份、盈新发展涨超5%，新城控股、万 科A、大名城跟涨。 ...

Group 1 - Phoenix Holdings' stock price increased by 5.08% on January 8, reaching 4.14 yuan per share, with a trading volume of 51.27 million yuan and a turnover rate of 1.35%, resulting in a total market capitalization of 3.875 billion yuan [1] - The stock has risen for four consecutive days, with a cumulative increase of 2.87% during this period [1] - The company, Jiangsu Phoenix Real Estate Investment Co., Ltd., was established on June 24, 1996, and primarily engages in real estate development and sales, with 92.14% of its revenue coming from real estate development and 7.86% from leasing [1] Group 2 - Among the top ten circulating shareholders of Phoenix Holdings, a fund under Southern Fund holds a position, specifically the Southern CSI Real Estate ETF Initiated Link A (004642), which reduced its holdings by 83,300 shares in the third quarter, now holding 5.8867 million shares, accounting for 0.63% of circulating shares [2] - The fund has generated a floating profit of approximately 1.1773 million yuan today, with a floating profit of 647,500 yuan during the four-day increase [2] - The Southern CSI Real Estate ETF Initiated Link A was established on August 24, 2017, with a current scale of 202 million yuan, yielding 2.45% this year, ranking 4362 out of 5493 in its category, and 9.01% over the past year, ranking 3891 out of 4197 [2]

该项目拟发行金额17.48亿元，原始权益人为南京新居置地有限公司，计划管理人为华夏资本管理有限 公司，交易所确认文件文号为上证函〔2025〕4387号，受理日期为2025年7月28日。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 观点网讯：1月8日，上海证券交易所债券项目信息平台披露，南京新居保障房二期资产支持专项计划 （ABS）项目状态已更新为"通过"。 ...