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数据非常糟糕,这一轮楼市的下行,到底结束了没?
Sou Hu Cai Jing· 2025-07-22 19:08
最近陪朋友在几个一线城市看房,中介门店里气氛微妙——冷清里透着点蠢蠢欲动。 我翻着手机里的行业数据,70个大中城市里房价还在涨的,确实越来越少。 根据国家统计局公布最新数据显示,今年上半年(1—6月份),全国房地产开发投资46658亿元,同比 下降11.2%,比1—5月扩大0.5个百分点, 处于历史较低水平,这充分说明整体层面新房市场的预期没有想象中那么乐观。 并且1-6月份,新建商品房销售面积45851万平方米,同比下降3.5%,降幅比1-5月扩大0.6个百分点,新 建商品房销售额44241亿元,同比下降5.5%,降幅扩大1.7个百分点。 市场已经非常糟糕,里面各方面的声音还非常嘈杂,但核心问题只有一个:这一轮楼市的下行,到底结 束了没? 年初时,权威部门曾判断市场风险已大幅降低,成交也在回暖。这算是一锤定音吗? 我琢磨着,国际投行那帮西装革履的分析师们倒给出了时间表:一线城市年底止跌企稳,强二线得等到 明后年,三四线?更遥远。 这预测听着靠谱吗?我摇摇头,终究还得看咱们自家市场的真实脉动。 想想这二十多年,楼市就像坐过山车。2009到2019那十年,简直是黄金时代!我亲眼见证不少地方房价 翻着跟头涨,三四 ...
Opendoor股价转跌,对房地产股票的炒作未能维持迷因股meme stocks的涨势。
news flash· 2025-07-22 19:00
Opendoor股价转跌,对房地产股票的炒作未能维持迷因股meme stocks的涨势。 ...
项目内部高低错落,滨江房产钱二上新14幢高层
Sou Hu Cai Jing· 2025-07-22 18:45
潮新闻客户端 记者 岑天宇 7月22日,杭州市规划和自然资源局发布了杭政储出【2025】79号地块商品住宅(设配套公建)项目设计方案公示。 杭政储出【2025】79号地块即为滨江房产钱二项目,项目规划14幢12-16F高层。公示时间为2025年7月17日到2025年7月26日。建设单 位为杭州滨馨房地产开发有限公司。 (鸟瞰图) (总平图) 地块出让文件显示,该地块项目为全市住宅品质提升试点项目。住宅层高不小于3米。除低层设置公建单元外的高层住宅须设置架空 层且架空层层高不小于4米。本地块地下室建设部少于2层,本地块不适宜设置底层架空平台。 另外,地块规划同样规定了地块内应有高低错落,不应连续布置相近高度的四幢及以上,同一地块内的高层建筑超过三幢时,任意高 度相近的建筑,其幢数不宜超过总幢数的70%。 地块用地面积33794m²,总建筑面积127755.1m²,其中地上计容建筑面积84485m²,地上不计容建筑面积1770.1㎡,地下建筑面积 41500m²,容积率2.5,建筑密度22%,绿地率35%,建筑限高56.35米。根据公示,项目规划14幢12-16F高层,包含2幢12F、3幢13F、 1幢15F和8 ...
西安卷会所的风,越刮越猛烈!
Sou Hu Cai Jing· 2025-07-22 17:41
西安楼市的卷,这已经是大家的共识。 从卷户型到卷外立面,从卷大门到卷架空层,从卷露台到卷用材……开发商不断的通过创新不惜成本的希望在激烈的市场竞争中能够占据优势。 作为曾经豪宅项目中才会出现的会所,如今已经基本成为各项目的标配,也成为每一个项目的吸睛之处。 只不过,关于会所的功能区设置,以及后期的运营,业内普遍存在着争议,也面临着难以取舍的选择! 01 从刚需到豪宅,会所已成标配 市场好的时候,开发商在项目品质层面其实并没有太多的强调。 而当市场开始回归理性、开始下行的时候,开发商就开始卷产品、卷品质了,以此在市场竞争中占据优势。 西安新房市场的卷,其实就是这几年的事情。 其中,会所是各项目比拼的重点之一。 会所进入中国房地产市场,实际上1998年左右的时候就开始了,最早是出现在高档小区之中,成为项目的一个卖点。 在随后很多年时间里,有没有会所是判断一个小区是否高档的标准之一。 这几年,整个房地产市场内卷之下,开发商争相模仿为项目配套做加项,这一之前在高端豪宅项目中才会配置的会所,如今基本已经成为各大项目的标 配,无非就是会所面积、功能区差别了。 你很难想象,占地仅约31亩的铁建越秀高新璞悦,都打造了约100 ...
杭州土拍市场热度不减 房企积极补仓优质区域
Zheng Quan Ri Bao Zhi Sheng· 2025-07-22 17:06
本报记者 陈潇 7月份以来,杭州土拍市场在局部板块保持一定热度的同时,呈现出较明显的分化趋势。例如,7月15 日,滨江集团与绿城中国控股有限公司分别拿下余杭西站新城和钱塘区下沙单元地块,总成交金额29.9 亿元。尽管这两宗地块地段优势明显,但因存在商业部分占比较高等因素,整体溢价率控制在相对低 位。此外,7月8日,一外地房企首度入杭拿地,以2.73亿元竞得杭州临平星桥低密宅地,溢价率 10.07%。尽管该地块密度低也契合改善需求,但因区域库存较高叠加在售项目去化速度一般,开发商 参拍表现较为理性。 "当前市场环境下,非传统核心板块或商住混合地块的出让以低溢价为主。预计本地龙头房企将持续巩 固优势区域布局,地块中商业部分的运营压力仍需重点关注。"高院生表示。 "杭州土地市场短期热度有望延续,但结构性分化格局或长期存在。"上海易居房地产研究院副院长严跃 进向《证券日报》记者表示,随着未来更多低密度住宅用地、高品质指标地块的释放,房企将从拼体量 转向拼精细化拿地与长线运营能力。 具体来看,此次土拍中,余杭区北部新城地块在经过35轮竞价后,由杭州滨江房产集团股份有限公司 (以下简称"滨江集团")以总价15.30亿元竞 ...
大悦城: 关于累计诉讼及仲裁事项的公告
Zheng Quan Zhi Xing· 2025-07-22 16:16
Summary of Key Points Core Viewpoint - The announcement from the company details the cumulative litigation and arbitration matters involving the company and its subsidiaries, highlighting the financial implications and types of disputes prevalent in the real estate industry [1][2]. Group 1: Cumulative Litigation and Arbitration - As of the announcement date, the total amount of litigation and arbitration matters over the past 12 months is approximately 131.828 million yuan, which represents 12.44% of the company's most recent audited net assets attributable to shareholders [1]. - The company and its subsidiaries are involved in litigation and arbitration as plaintiffs or applicants amounting to about 66.38 million yuan, while as defendants or respondents, the amount involved is approximately 65.448 million yuan [1]. - The majority of the disputes are related to construction contracts, real estate sales contracts, or commercial property leasing contracts, reflecting the characteristics of the real estate industry [1]. Group 2: Undisclosed Litigation and Arbitration - There are no undisclosed significant litigation or arbitration matters with an individual claim amount exceeding 10% of the company's most recent audited net assets and over 10 million yuan [2]. Group 3: Potential Impact of Litigation and Arbitration - The company is committed to actively managing the ongoing litigation and arbitration cases through legal channels to protect the rights of the company and its investors [2]. - The impact of these cases on the company's current and future profits remains uncertain, and the actual effects will depend on the final judgments or rulings from the courts or arbitration [2].
金 融 街: 公司债券(24金街05)2025年付息公告
Zheng Quan Zhi Xing· 2025-07-22 16:16
金融街控股股份有限公司 公司债券(24 金街 05)2025 年付息公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整,没有虚 假记载、误导性陈述或重大遗漏。 特别提示:金融街控股股份有限公司 2024 年面向专业投资者公开发行公司 债券(第三期) (债券简称:24 金街 05,债券代码:148598)将于 2025 (品种一) 年 7 月 25 日支付自 2024 年 7 月 25 日到 2025 年 7 月 24 日期间的利息,本次付 息的债权登记日为 2025 年 7 月 24 日,凡在 2025 年 7 月 24 日(含)前买入并持 有本期债券的投资者享有本次派发的利息;2025 年 7 月 24 日卖出本期债券的投 资者不享有本次派发的利息。截至本公告披露日,公司已将本期债券本次利息 足额划付至中国结算深圳分公司指定的银行账户。 证券代码:000402 证券简称:金融街 公告编号:2025-081 债券代码:148598 债券简称:24 金街 05 公司在 2024 年 7 月 25 日发行的金融街控股股份有限公司 2024 年面向专业 (品种一)将于 2025 年 7 月 25 日支付 ...
如何分批取消住房限售?成都房产新政权威解读来了
Mei Ri Jing Ji Xin Wen· 2025-07-22 16:15
Core Viewpoint - Chengdu is implementing a series of new real estate policies to stabilize the market and promote healthy development, including direct subsidies for down payments, phased cancellation of sales restrictions, and increased public housing loan limits [1][2]. Group 1: Policy Measures - The Chengdu Municipal Housing and Urban-Rural Development Bureau, along with five other departments, issued a notice containing 17 measures aimed at improving supply quality, meeting diverse demands, revitalizing existing stock, and enhancing the effectiveness of the public housing fund system [1][2]. - The policies are in response to the central government's call for high-quality urban development and the need for coordinated growth among cities and towns [2]. Group 2: Regional Development - Chengdu supports districts and counties to adopt effective measures tailored to their development characteristics and real estate market conditions, focusing on high-quality housing development around key transportation hubs [2][3]. - The initiative aims to enhance living and working conditions, improve transportation networks, and expand public service resources to attract diverse housing demands [2]. Group 3: Sales Restrictions and Housing Market - The notice outlines a phased approach to lifting housing sales restrictions, allowing properties purchased before October 14, 2024, to be traded after obtaining property certificates starting from July 21, 2025 [3]. - Special sales restrictions for certain high-demand projects will continue under existing policies [3]. Group 4: Public Housing Fund Adjustments - The public housing fund loan calculation formula will be optimized to support housing consumption, allowing for a loan amount of 25 times the account balance for both employed and self-employed individuals [4][5]. - The new formula will also apply to the conversion of commercial loans to public housing loans [5]. Group 5: Land Supply Management - Chengdu is implementing a "three-color" management mechanism for land supply, categorizing areas based on their market acceptance and historical supply data to control land availability effectively [10]. - The mechanism aims to manage land supply in areas with high commercial vacancy rates and prioritize the release of prime land [10].
大摩高管“抄底”香港楼市,一次性买两套豪宅创纪录!公司研报称房价要连涨5年
Sou Hu Cai Jing· 2025-07-22 16:06
Group 1 - Morgan Stanley Managing Director David John Wraight purchased two luxury residences in Hong Kong for HKD 147.3 million (USD 18.8 million), joining a growing number of global financiers seeking to capitalize on high-value properties in the region [1][3] - The properties, developed by New World Development and MTR Corporation, have a total saleable area of 3,242 square feet, with an average transaction price of HKD 45,440 per square foot [1][3] - One of the purchased units, a 1,706 square foot four-bedroom apartment, sold for HKD 81.89 million, marking one of the highest transaction prices for the project [3] Group 2 - Despite a market slowdown, the sales of the Deep Water Bay Phase 1 project remain strong, with the first batch of 138 apartments selling out within hours for a total of HKD 1.53 billion [3] - New World Development anticipates launching Phase 2 of the project soon, with potential price increases expected [3][5] - Morgan Stanley's optimistic report on the Hong Kong real estate market, predicting a recovery after a 30% decline since 2019, aligns with Wraight's investment [5] Group 3 - Other wealthy investors, including a senior banker associated with HSBC, are also betting on the recovery of the Hong Kong real estate market, as evidenced by a recent purchase of luxury units in the South District [5] - Hedge fund Bridgewater's co-CIO Bob Prince purchased a 1,752 square foot apartment in Kowloon for HKD 95 million, citing confidence in Hong Kong's fundamentals [7]
成都限购“拆盲盒”:打工人刚设购房倒计时,中介电话炸了
Sou Hu Cai Jing· 2025-07-22 16:06
#热点新知#成都打工人小张今早刚把"社保还差8个月满2年"设成手机壁纸,中午就被中介的连环call震到手麻:"哥!双流限购松绑了!现在政策能通融,你 那社保差仨月?问题不大!" 他盯着手机里的"成都分批取消限购"新闻,突然反应过来—— 苦等的买房机会,居然是以"拆盲盒"的方式砸过来的。 一、"分批松绑"玩的是啥套路?先放郊区当"试验田" 政策没明说"哪些区先松绑",但老司机都懂:双流、龙泉驿、新都这些二圈层外围,大概率是第一批"拆盒区"。为啥? - 给市场"喂口粥":郊区库存高,刚需被限购卡得死死的,先松绑试试水,总比让楼盘"打骨折促销"体面; - 怕房价"蹦迪":要是直接放开高新南、天府新区,房价说不定直接起飞,政策得"稳着来",先看郊区松绑后"成交量涨多少、房价飘多高",再决定下一 步; - 抢人才暗战:隔壁杭州部分区只需1年社保就能买房,成都再死扛,年轻人真要提着行李箱跑了——松绑限购,等于给人才发"定居邀请函"。 二、三类人赶紧盯紧!这波机会藏着"避坑指南" 1. 刚需族:首付30万能上车,但别当"接盘侠" 郊区松绑后,"户口或1年社保就能买"(甚至部分区域直接不限购),首付30万就能拿下双流刚需盘。 ...