Core Viewpoint - Yuexiu Property has developed a unique "scene-based deep cultivation" strategy through a comprehensive community ecosystem that integrates customer insights, spatial innovation, and resource ecology, enhancing customer engagement and brand loyalty [2][4][27] Group 1: Strategic Elevation - The community strategy is not merely a customer maintenance tool but is rooted in deep considerations for corporate strategic transformation, initiated in 2021 with extensive customer research involving over 43,000 homeowners [4][6] - The company has established a "1+N" community platform operation matrix, centered around the brand "Love Yue Club," integrating online content communities, offline community spaces, and lifestyle brands to create a service loop throughout the customer lifecycle [4][6] Group 2: Scene Reconstruction - Yuexiu's core competitiveness lies in the "scene + content" operation of spaces, achieving a 20% reduction in sustainable operating costs through product branding and standardization [10][11] - The company has launched various community cultural events and IPs, such as the "Remarkable Little New Star," which has engaged over 28,000 families, enhancing brand and customer stickiness [14][16] - The establishment of the "Yuexiu Life Partner" community co-construction IP aims to link various stakeholders for value co-creation, with over 30 unique community operations incubated [18][20] Group 3: Operational Innovation - Yuexiu's community operations exhibit three differentiated characteristics, focusing on deep collaboration across the customer lifecycle and utilizing tools like the "Love Yue Club" mini-program to connect with a broad customer base [24][25] - The company plans to establish a "customer operation" evaluation model by 2025, assessing brand assets, customer value, and commercial value [25] - The integration of community operation capabilities into a branded platform is part of a broader exploration of sustainable business models, including light asset operations and social capital linkage [26][27]

Core Viewpoint - The forum highlighted the shift in investor focus from high returns to a balanced approach of risk and return, particularly emphasizing the opportunities in the UAE real estate market as a prime investment choice due to its unique advantages and growth potential [3]. Group 1: Forum Overview - The "Global Vision: Middle East Opportunities - 2025 Middle East Real Estate Investment Summit" was held in Shanghai, organized by CRIC, featuring key speakers from various sectors [1]. - Notable presentations included a speech by Lai Yanming, CEO of IFCX Group and Asia Bankers Club, discussing asset pricing choices from a risk-return perspective [2]. Group 2: Market Insights - The global economic slowdown has led investors to prioritize a balanced approach to risk and return, affecting pricing strategies across developers, consumer psychology, and institutional market choices [3]. - Emerging markets, particularly the Middle East, are becoming increasingly important for investment, with the UAE standing out due to its strategic location and abundant oil and gas resources [3]. - The UAE's real estate market is experiencing rapid growth, supported by diverse developments in finance, tourism, and digital economy, alongside a continuous influx of population [3]. - The UAE's advantages in economy, finance, property rights, and services are expected to remain unmatched by other regions for a considerable time, making it a prime location for real estate investment [3]. - The transfer of global financial centers to Dubai and Abu Dhabi indicates a significant opportunity for real estate investment and sovereign wealth fund transfers, positioning UAE real estate as an excellent choice for balancing risk and return [3].

Core Viewpoint - The real estate industry in China continues to face significant challenges, with a decline in both revenue and profit, leading to a net profit loss for four consecutive years. The industry is undergoing deep adjustments, and companies must adapt their operational strategies to ensure profitability and navigate through the current cycle [3][6][18]. Group 1: Revenue and Profit Decline - The overall revenue of typical listed real estate companies decreased by 15% to 12,868 billion, while gross profit fell by 9% [4][6]. - The gross profit margin for the industry was recorded at 10.87%, with a net profit margin of -7.45%, indicating a sustained loss [8][6]. - The net profit loss reached 902 billion, with attributable net profit loss at 954 billion, marking a continuous decline in profitability since 2022 [6][8]. Group 2: Industry Trends - 66% of real estate companies reported net profit losses, with four companies experiencing losses exceeding 10 billion [12][15]. - The industry’s return on equity (ROE) has further declined, remaining at historically low levels [15]. - Nearly 60% of companies saw a decrease in gross profit, while operational business recovery is essential for improving profitability [15][12]. Group 3: Inventory and Asset Valuation - The period saw inventory impairment losses amounting to 49.4 billion, with over 70% of companies recognizing such losses [13][16]. - The fair value of investment properties suffered a loss of 3.3 billion due to declining demand in commercial properties [16][13]. - The overall income from investment properties decreased by 3%, accounting for 5% of total revenue [11][23]. Group 4: Strategic Shifts - Companies are shifting focus from scale expansion to quality competition, with asset operations becoming a stabilizing factor during the cycle [17][19]. - Major firms are planning to enhance their operational capabilities and asset management through public REITs and other innovative financing methods [21][19]. - The industry outlook suggests that the second half of 2025 or 2026 could be pivotal for market stabilization, emphasizing the need for precise investment and product upgrades [19][18].

据悉，9月24日推出的7幅宅地涵盖6幅居住用地和1幅老年公寓用地，总用地面积约30.67万平方米，分别位于雨花人居 森林、仙林湖、栖霞山、江宁方山、江宁滨江、汤山等板块。来自雨花的G57地块因板块内超2年未有土地出让而备受 关注，该地块出让面积近4万平方米，容积率仅为1.5，楼面价12097元/㎡，建筑限高60米。以底价7.2亿拿下该地块的 中建国际为中国建筑旗下子公司，去年中建国际包揽了江宁滨江G35、G36、G37以及上秦淮G76等4幅地块，均为定向 回购房。市场人士分析指出，G57地块与河西鱼嘴商务区隔河相望，目前仅越秀天萃等少数楼盘有房源在售，G57地块 为片区内首次推出的低密宅地，未来可以打造以低密洋房叠加小高层的改善产品，势必受到区域内改善型客户的高度 关注。 此外，位于仙林湖的G64地块被南京智臻置业有限公司底价拿下，地块位于融信世纪东方西侧，综合容积率为1.5，起 拍楼面价16007元/㎡，建筑限高35米，适宜打造洋房或小高层的第四代产品。本次土拍中，栖霞山G65和G66地块分别 被南京栖霞东麓开发建设有限公司、南京栖霞西麓开发建设有限公司拿下，这是板块时隔3年再次推出的低密地块。其 中G65 ...

Market Overview and Sector Characteristics - The Shanghai and Shenzhen markets saw 78 stocks hit the daily limit up, an increase of 28 from the previous day, while 7 stocks hit the limit down, a decrease of 2 [2] - The market sentiment was positive, with the Shanghai Composite Index rising by 0.83% and the median stock price change being 1.25% [1] Industry Characteristics - The sectors with the most limit-up stocks included chemical products, semiconductors, and specialized equipment [3] - Chemical Products: 6 stocks, driven by downstream demand recovery and strong price increase expectations [3] - Semiconductors: 6 stocks, supported by policy backing and technological breakthroughs, with sustained industry demand growth [3] - Specialized Equipment: 5 stocks, benefiting from policy support and the release of equipment update demand, leading to improved profitability [3] Concept Characteristics - The most represented concepts among limit-up stocks were domestic chips, robotics, and real estate [4] - Domestic Chips: 22 stocks, driven by policy support and self-sufficient demand [4] - Robotics: 12 stocks, supported by policy backing and technological breakthroughs, with continued industry demand growth [4] - Real Estate: 6 stocks, influenced by policy expectations and improvements in demand [4] Limit-Up Stock List - Eight stocks reached historical highs, including North Huachuang, Zhangjiang High-Tech, and Changchuan Technology [5] - Twenty-one stocks reached near one-year highs, including Lianang Micro, Huasoft Technology, and Jiangfeng Electronics [5] Main Capital Inflow - The top five stocks by net capital inflow among limit-up stocks were Tongfu Microelectronics, Hangang Co., North Huachuang, Deep Technology, and Jiangfeng Electronics [6][7] Continuous Limit-Up Stocks - The top five stocks with the most consecutive limit-ups included Huasoft Technology, Bluefeng Biochemical, and Lianmei Holdings [8]

贝壳(BEKE.US)盘前涨超2%，报19.11美元。消息面上，9月20日，越秀地产与贝好家联合开发的"越秀 贝好家·嘉悦云启"项目在广州白云区嘉禾望岗板块正式开盘。开盘采用线上选房形式，首推4栋建面约 84-126平方米三至四房，合计130套。据了解，嘉悦云启开盘前已经积累了200多个认筹，相当于两个人 抢一套房。选房启动后8分钟销控大屏即大面积飘红，最终实现81%去化率，成交额4.86亿元，成为白 云区年内又一去化较快的项目。(格隆汇) ...

Market Overview - On September 24, the real estate development sector rose by 0.41% compared to the previous trading day, with Yunnan Cheng Investment leading the gains [1] - The Shanghai Composite Index closed at 3853.64, up 0.83%, while the Shenzhen Component Index closed at 13356.14, up 1.8% [1] Top Gainers in Real Estate Sector - Yunnan Cheng Investment (600239) closed at 2.82, up 10.16% with a trading volume of 793,500 shares and a transaction value of 218 million [1] - Other notable gainers include: - Chongqing Development (000514) at 5.71, up 10.02% [1] - Feizao Jueshan (600848) at 10.66, up 10.01% [1] - Zhangjiang Changke (600895) at 50.78, up 10.01% [1] - Shibei Gaoxin (600604) at 5.84, up 9.98% [1] Top Losers in Real Estate Sector - Xiangjiang Holdings (600162) closed at 2.20, down 9.47% with a trading volume of 3,315,200 shares and a transaction value of 745 million [2] - Other notable losers include: - Shoukai Shares (600376) at 7.10, down 7.31% [2] - ST Zhongdi (000609) at 4.11, down 5.08% [2] - Shahe Shares (000014) at 20.18, down 4.22% [2] Capital Flow Analysis - The real estate development sector saw a net inflow of 930 million from institutional investors, while retail investors experienced a net outflow of 148 million [2] - Notable capital flows include: - Wan Ye Enterprise (600641) with a net inflow of 158 million from institutional investors [3] - Yunnan Cheng Investment (600239) with a net inflow of approximately 99.61 million from institutional investors [3] - Chongqing Development (000514) with a net inflow of approximately 93.92 million from institutional investors [3]

除了购房优惠券，广州市2025年好房焕新季活动针对不同购房需求推出差异化优惠系列：拎包入住项目 提供全屋家具家电；试住系列提供免费体验服务；以旧换新系列由房企协助处置旧房；房票促销系列为 城市更新拆迁村民提供专属优惠。 其中，中诚璟泷湾推出客户可提前预约选定房源，享受三天两夜免费试住体验，感受智能化全配套居住 环境，亲身体验房屋品质、社区环境及物业服务等。 中新网广州9月24日电 (记者 许青青)广州市房地产行业协会主办的"品质筑家 惠聚花城——广州市2025 年好房焕新季"活动启动仪式23日在广州举行，截至目前，广州已经有100个楼盘加入该活动，为购房者 提供"金九银十"置业优惠。 广州市 据了解，"金九银十"是传统置业旺季，100个参与活动的楼盘中，白云区有18个、海珠区15个、番禺区 14个、增城区12个、天河区11个、南沙区9个。推出面额3万元、5万元、8万元、10万元不等的购房优惠 券，房企同步推出"拎包入住""以旧换新""房票专属优惠"等多重让利方案。 记者看到，珠实地产多个项目均提供了10万元的优惠券，包括海珠区的"海珠里"、荔湾区的"荔湾都 荟"、天河区的"珠江花城""天河壹品"、白云区的"云 ...

1、江宁：2025南京金洽会上，江宁有13个项目签约，总投资达295亿元，签约项目涉及航空航天、智能制造装备、储能与氢能、生物医药等产业。 2、栖霞区：2025南京金洽会上，南京经开区有6个项目签约，覆盖新型显示、新能源、智能制造、新材料等重点产业方向，计划投资总额约93亿元。 3、岱山中路北延：预计10月，260米的涉铁段桥梁工程将全部完成架设。该工程南起岱山北路，北至龙藏大道，全长约1640米，由南向北依次跨越天保桥 路、宁芜铁路、宁芜公路等，最后接龙藏大道，前往河西片区，沿途串联11条道路，将有效盘活区域路网，便利岱山片区和北部人居森林片区居民出行。 924一周年，今天科创板和创业板率先再创新高，深证也不远了，上证尚有距离。含科量越来越高，中国股市与中国经济的科技时代势不可挡！ 成交量 3679.13万 成交额 250.61亿 | 下跌 7 | 平盘1 | 上涨81 | | --- | --- | --- | | 领涨股 | 领跌股 | 资讯 | | 名称代码 | 最新价 JI | 涨跌 JI 涨跌幅 Jr | | 云南城投 600239 | 2.82 | +0.26 +10.16% | | 渝 开发 ...

合肥政务区原红四方地块，即合肥轨道天鹅湾壹号小区效果图曝光！ 搜狐粤@错说探家 l t t th 搜狐粤@错说探索 . Live 据说是率先在合肥采用陶板与发泡陶瓷等顶级建材，项目十分重视十五里河段的河道景观改造，并与09、08地块形成景观联动，打造鼎级封面作品。 SIVAN ul 号@话说探索 搜狐 据了解，项目位于祁门路以南、规划荷叶地路以东，地块是不规则且有点像L型，南侧为四方新村小区，占地面积51.925亩，容积率1.8。 N 天赌湖体育公园 图图层 Jr 3 - 1 - 08 地块 搜狐号@话说探家 搜狐号@话说探家 这个位置、品质如果卖个6万一平，大家觉得怎么样？ 政务区合肥轨道天鹅湾壹号项目最新实拍来了，也就是，共计3宗地，包括住宅2宗和商业1宗，此前在上半年5月份曾刚拍过当时并无实质性进展。 从目前进度来看，二者实际感觉差别不大，可以说是进展不快，看着还处于施工的初期阶段。 manumin . . a production ------- ....... 00公众到加哥站说原 STENDLINE QUE SA ens with 2公公司 11月 4 分 1 2 人 2 2 人 2 2 人 2 ...