不知道大家发现一个趋势没有，小户型第四代住宅越来越多了。 之前明源君分享过不少第四代住宅，但一般都是140平以上的产品居多，最近，市场上推出了不少140平以下的四代宅产品。 据反馈，市场反响都很不错。不少项目首开去化率高达九成以上。 正如龙湖高管之前提到的，住宅产品"平权化"正在成为趋势。以前有钱不一定买得到好产品，现在预算有限，也能享受过去只有豪宅项目才具备的居住体 验。 现在，第四代住宅也开始刚需化了。 那么，标杆对于小户型第四代住宅的探索，目前是怎么样的？行业有哪些值得关注的小户型四代宅项目？ 下面，明源君就来详细分析一下。 1 得房率革命 第四代住宅的核心优势是空中庭院以及大面积赠送。 这也是为什么第四代住宅下沉，会受到客户追捧的原因，通过面积拓展，不少户型可以做到100%甚至更高的得房率。对客户来说，同样价格，可以买到 更大的面积，当然非常有吸引力。 具体来看，房企拓展空间的核心策略有几个： 一是阳台半赠送+露台全赠送。 最常见的是客厅设有阳台+露台，阳台可以封闭作为室内空间，露台则作为户外空间使用。 100平做出140平效果 比如某项目通过半赠送L型阳台、全赠送露台，整个室内赠送面积就达到了55平 ...

Core Viewpoint - The article discusses the unique position of Xinda Real Estate in the real estate industry, highlighting its transition from a high-priced land acquisition strategy to a focus on light asset operations and project rescue services amid industry downturns [1][3][10]. Historical Context - Ten years ago, Xinda Real Estate, backed by China Xinda, established a "financial real estate" strategy to rapidly expand its market presence, achieving a scale of over 100 billion [2][4]. - The company gained notoriety by acquiring several high-priced land parcels, including a record-breaking purchase in Hangzhou for 12.318 billion yuan, leading to a total expenditure of 43.956 billion yuan on eight land parcels [4][5]. - However, since 2017, the real estate sector has faced stringent regulations, leading to challenges in selling high-priced properties and ongoing performance pressure from these acquisitions [5][6]. Financial Performance - Xinda Real Estate has seen a significant increase in asset impairment losses, with a reported 4.67 billion yuan in 2019, a 1955.92% increase year-on-year, and 11.98 billion yuan in 2020, a 156.53% increase [6][8]. - In the first half of 2025, the company reported a revenue of 1.778 billion yuan, a 29.78% decrease year-on-year, and a net loss of 3.69 billion yuan compared to a profit of 106 million yuan in the same period of 2024 [9]. Shift in Business Model - In response to the challenges posed by high-priced land, Xinda Real Estate has shifted its focus away from acquiring expensive land and has increasingly engaged in providing construction and management services for distressed projects [10][12]. - The company has reported a growing contribution from its construction services, with 11.89 billion yuan in sales from this segment in the first half of 2025, accounting for 22.32% of total sales [12][14]. - Despite the increase in construction services, the profit margins have been declining, with the gross margin for real estate operations dropping to 4.19% in the first half of 2025, a decrease of 7.36 percentage points [14]. Future Outlook - Xinda Real Estate is restructuring its construction business model to integrate investment, construction, and operation, aiming for sustainable performance [16][17]. - The company has established a 20 billion yuan fund to assist troubled enterprises and projects, indicating a strategic shift towards a more integrated approach in its operations [17].

黄浦江畔，风云际会。作为中国现代化进程的缩影，上海滨江地带的发展与变迁，不仅承载着这座国际大都市的时代记忆，更持续谱写着面向未来的崭新篇 章。 规划上，后滩被细分为11副地块，涵盖4副纯宅地、4副商业商办地块、3副教育用地及规划绿地等，未来水岸生活雏形依然显现。 产业上，这里曾是2010年上海世博会的重要承载地。15年过去，这里收获了全球视野的洗礼与前瞻规划的赋能。整个世博板块吸引了390多家外资企业扎根 于此，其中跨国公司地区总部55家，主要覆盖生物医药、数字科技、专业服务、汽车科技等新兴领域。 由智通财经主办，华润置地上海公司协办的"江流之心 全球启新"世界水岸城市滨江发展论坛将于9月24日在中华艺术宫举行。本次论坛将汇聚全球视野，聚 焦水岸城市的滨江区域规划、生态建设、人文焕新与经济动能等核心议题，探讨如何进一步激发滨水区域的活力，塑造具有全球影响力的世界级水岸。 奔涌向前：上海滨江的时代进程 城市因水而兴，文明依水而生，滨水区域是城市珍贵的空间资源，是展现城市魅力、活力与竞争力的重要窗口，承载着生态、经济、文化、生活等多重功 能。如何高质量规划、建设、运营滨江空间，使其成为推动城市可持续发展、提升人民 ...

首开股份(600376)23日开盘后快速跳水跌停，截至发稿，该股报7.19元/股，跌停板上封单近50万手。此 前的14个交易日，该股斩获12个涨停板。 公司22日晚间再次提示，近期公司股票波动较大，9月19日公司股票跌停，9月22日公司股票涨停，存在 较大交易风险。根据《上海证券交易所股票上市规则》，上市公司出现股票交易重大异常情形，可以对 公司股票及其衍生品种实施停牌，并要求公司进行核查，公司披露相关公告后复牌。 近期公司股票交易呈现出交易量明显增长、换手率大幅提升、股东人数显著增长、个别机构股东出现减 持清仓等情况，股价短期上涨过快，严重偏离基本面，可能存在下跌风险。 公司关注到有媒体报道公司控股子公司北京首开盈信投资管理有限公司（以下简称"盈信公司"）间接持 有宇树科技股权，现就此事说明如下：盈信公司为公司持股比例为62.74%的控股子公司。截至2025年7 月，盈信公司对金石成长股权投资（杭州）合伙企业（有限合伙）认缴出资3亿元，实缴出资1.8亿元。 经公司了解，截至8月25日，基金的认缴规模为46.1亿元。据此计算，盈信公司持有基金的认缴份额比 例约为6.51%（上述比例随着基金实际运营的认缴规模变 ...

南方财经9月23日电，房地产板块盘初走弱，首开股份、香江控股跌停，*ST南置、珠江股份、华侨城 Ａ、卧龙新能、津投城开等跟跌。 ...

Core Insights - The notion that buying a house is a guaranteed profit is a myth, as the real estate market has changed significantly since the rapid growth of previous decades [1][4] - Current market conditions show high inventory levels in some third and fourth-tier cities, with house prices stagnating or declining for several years, while mortgage rates are rising faster than wage growth [1][3] - Hidden costs associated with homeownership, such as renovation, property management, taxes, and maintenance, can diminish investment returns, making them potentially lower than inflation [3][4] Investment Considerations - The purpose of purchasing a home should be clarified: whether for profit or for living. Blindly following trends can lead to significant losses [4] - Properties in core cities, good school districts, and prime locations still retain value and have long-term appreciation potential [5] - For investment properties, precise assessment of the area, supply, and population movement is crucial to avoid being trapped in a poor investment [5]

五载光阴，未来的房价几何？其实，答案早已蕴藏在当下的政策导向、人口流变以及供需格局之中。 房地产市场早已告别了普涨普跌的粗放时代，同样的200万元房产，五年后的价值可能已然悬殊数十万乃至上百万元。而人口流动、政策倾斜和经济周期这 三大宏观趋势，早已将这未来的图景描绘得清晰可见。 人口迁徙：硬指标下的冷暖分化 首先，我们必须审视人口流动这一硬性指标。以长三角为例，今年春运期间，仅仅32天的时间里，铁路运输就输送了高达8500万人次，日均客流高达265万 人，相较去年同期增长了5%。这背后，是持续的人口虹吸效应，上海、杭州等核心都市圈的人口依然保持着净流入的态下。 与之形成鲜明对比的是，一些三四线城市，每年的人口流失率已然超过1%。人口的去留，直接决定着住房需求的强弱。试想，一套200万元的房产，如果坐 落于人口持续涌入的城市，例如苏州工业园区，亦或是上海的五大新城，那么五年后，其价值大概率能够得以保全，甚至实现小幅度的上涨。然而，若该房 产位于人口不断外流的内陆小城，比如东北地区的某些资源型城市，那么五年后，能够以160万元的价格脱手，已属万幸。 不妨从租金回报率这个侧面一窥端倪。在深圳这样的人口密集型城市，租 ...

点击【樱桃大房子】关注并 今天（9月22日）下午，国新办召开新闻发布会，为市场注入信心。 金融监管总局局长总结了我国持续推动房地产市场止跌回稳的一系列有力举措： 这一串数字，充分说明国家一直在为房地产市场托底护航，全力稳预期、防风险、促转型。 中国经济转型升级中，核心城市房产仍是共享发展红利的优质媒介。 可以说，核心城市优质房产就是发展红利的股权凭证。 在一众城市中，成都近年来经济跃升、楼市稳健，展现出强劲的发展韧性，人送外号"成独秀"。 九三阅兵，我国秀"核心腹肌" 国家以真金白银、实招硬招，为房地产领域注入"定心丸"。 叠加近期国家高层会议多次传递稳楼市信号，政策发力刺激市场修复。国务院会议上明确提出，采取有力措施巩固房地产市场止跌回稳态势。成都、北 京、上海、苏州等核心城市相继出台房地产利好政策。 | 时间 | 内容 | | --- | --- | | 成都(7月21日) | 分批取消住房限售政策,公积金贷款最低首付比例降至15% | | 北京(8月8日) | 五环外商品住房取消套数限制 | | 上海(8月25日) | 外环外购房不限套数 | | 苏州(8月26日) | 取消市区新建商品房两年限售 | ...

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Core Viewpoint - The article highlights the launch of the "Anju Furong · Chang Purchase Good House" initiative in Hunan Province, aimed at promoting a stable and healthy real estate market during the traditional sales peak season of September and October, with a focus on quality housing and customer benefits [1][2]. Group 1: Event Overview - The "Anju Furong · Chang Purchase Good House" initiative is guided by the Hunan Provincial Housing and Urban-Rural Development Department, Business Department, and Industry and Information Technology Department [1]. - The initiative aims to provide quality housing options, thoughtful services, and genuine discounts to the public [1]. Group 2: Project Launch and Features - The "2025 High-Quality Residential Demonstration Case Collection" was officially launched on September 18, 2023, to select and promote quality housing projects [2]. - The first stop of the Hunan Good House Tour was at the Changsha project "Zhaoshang Xu," which is positioned as a flagship product of the "Qixu Series" by China Merchants Shekou [3][5]. Group 3: Project Details - The "Zhaoshang Xu" project features 218 units across buildings 1, 6, 8, and 9, with a high initial sales rate of 95.4% [3]. - The project is located in the Yuhua District, benefiting from urban renewal and proximity to major commercial areas and educational institutions [6][7]. Group 4: Design and Amenities - The project includes a total construction area of approximately 164,000 square meters, with a plot ratio of 2.6, featuring 13 residential buildings [7]. - It offers a variety of amenities, including a 7,000 square meter central sunken clubhouse and a 2,400 square meter hotel-style clubhouse with diverse facilities [15][18]. Group 5: Market Strategy and Insights - The marketing strategy focuses on a "three-party linkage" operational model involving property management, community engagement, and professional operation teams to enhance service quality and operational sustainability [40]. - The project targets young homebuyers and local residents, utilizing big data for precise market positioning and customer preference analysis [39][41]. Group 6: Industry Impact and Future Outlook - The success of the "Zhaoshang Xu" project is seen as a reflection of the market's demand for high-quality products, indicating a shift towards improved living standards in the real estate sector [44][47]. - The commitment to product quality and local market understanding by China Merchants Shekou is expected to set a benchmark for future developments in the industry [48].