时代正在向前，我们清晰地看到， 不动产行业正迎来智能化转型的重要时刻。 人工智能正在改变各行各业。 在不动产领域，我们看到许多同行仍受限于分散的数据、复杂的决策流程、有限的专业人力。 这些挑战，需要的不仅是工 具，更是系统性的解决方案。 我们认为，这并非一场简单的技术迭代，而是一次深入业务肌理的系统性重构。 为此，深度智联选择躬身入局，希望将我们多年积累的行业经验，以 AI 原生的方式重新呈现。 这些年来，我们的同事在一线与客户的深入沟通中，带回了大家最真实的困惑与需求；这一年时间以来，我们的研发团队为此日以继夜，不断试错与迭 代。我们深知，真正的人工智能能力，除了先进的技术，更离不开对行业的深刻理解、海量的数据资产和系统化的知识沉淀。 正是基于易居过去三十年 穿越周期的行业洞察与克而瑞二十年孜孜不倦的数据积累，我们才有了持续创新的底气。 本期编辑：花卷 克而瑞地产研究 专注于房地产行业和企业课题的深入探究 系统性结构化数据库 是熔炉，基于克而瑞数据库，我们更新升级炼成AI可用的"钢筋铁骨"； 知识库 是引擎，我们将非结构化知识锻造成可追溯的"智慧 罗盘"； 专家库 是传承，我们将克而瑞行业专家们的地产思维" ...

Core Insights - The 2025 Sustainable Global Leaders Conference will be held from October 16 to 18 in Shanghai, focusing on sustainable development and ESG (Environmental, Social, and Governance) practices [1] Group 1: Event Overview - The conference is co-hosted by the World Green Design Organization (WGDO) and Sina Group, with support from the Shanghai Huangpu District Government [1] - The event includes a forum where GRESB's China Chief Representative, Deng Yaohua, will discuss the application of ESG evaluation standards [1] Group 2: GRESB's Role in ESG Management - GRESB operates as an active rating system, focusing on the perspective of stakeholders, with $150 billion in capital influenced by its ratings for investment decisions [3] - The organization emphasizes the importance of balancing risk and return, particularly in the context of climate risks, including physical, transition, and policy risks [3][4] Group 3: Investment Considerations - Investors are increasingly concerned about climate change impacts, such as flooding, which can erode property value if not considered during investment negotiations [4] - GRESB provides quantifiable metrics for ESG performance, which helps companies set specific goals and KPIs for their strategic planning [5] Group 4: ESG Strategy Implementation - The organization highlights the need for a structured approach to ESG strategy, with approximately 60 different indicators to guide companies in optimizing their performance [5] - GRESB's standards not only serve as a rating system but also as a disclosure standard, assisting companies in achieving excellence in ESG performance [5]

Core Insights - The real estate industry is undergoing a transformation from "land dividends" to "digital intelligence dividends" driven by the deep integration of the digital economy and the real economy [1] - The "Digital Intelligence Transformation White Paper" provides a comprehensive explanation of the underlying logic and practical paths for this transformation, drawing on ten years of practice from QianDing Data Science and insights from KPMG and industry experts [1] Group 1 - Real estate companies need to develop a clear strategic plan that aligns with their business needs to maximize the value of digital intelligence transformation [2] - It is essential to integrate digital technologies into core business processes, breaking down barriers between technology and business to ensure that solutions meet actual business needs [2] - Organizations must foster an agile culture and structure to encourage employee participation and innovation in the digital transformation process [2] Group 2 - The integration of digital technology in real estate will lead to smarter, greener, and more human-centric buildings, evolving into "perceptive, interactive, and evolving" entities [3] - The assetization and marketization of data elements will open new value growth paths, shifting companies from "space providers" to "data service providers" [3] - Leading companies are achieving significant improvements in management efficiency and business model diversification through digital transformation across project lifecycle management, asset management, and property service management [3]

Core Insights - The transformation towards digital intelligence in the real estate industry is deemed essential for survival and improvement, moving from traditional construction to a new paradigm of "space operation + data empowerment" [1][3] Group 1: Industry Transformation - The real estate sector is undergoing a significant shift from an incremental to a stock-based era, driven by digital transformation [2] - From 2000 to 2010, new housing construction reached 115% of the initial stock, doubling growth; from 2010 to 2020, it achieved 80% growth on an already expanded stock; projections for 2020 to 2030 indicate new construction will decline to around 40% [2] - The focus of the industry is shifting from large-scale new construction to stock operation and quality enhancement, with future growth rates stabilizing at 20% to 25% [2] Group 2: Key Elements of Change - In the incremental era, core elements were land and capital; in the stock era, data and operational capability become central [3] - The redefinition of real estate to include data alongside physical rights and location is expected to fundamentally alter the industry's value recognition system [3] Group 3: Digital Transformation in Practice - The past two years have seen rapid digital transformation in the real estate sector, driven by the need to improve space, energy, organizational, and service efficiencies [3] - Companies like Longfor Group have reported significant efficiency improvements, with project design times reduced by 64% to 72% due to digitalization [3] - Over half of the companies have initiated digital transformation, anticipating disruptive impacts within five years, although challenges such as assessing economic benefits and data quality persist [3][4] Group 4: Recommendations for Companies - Companies are advised to maintain their core business while enhancing productivity through digital means, focusing on information, digitalization, and intelligent applications [4][5] - Exploring related or innovative business areas, including horizontal expansion and strategic emerging industries, is recommended to create comprehensive service solutions [5]

Core Insights - The summit focused on the theme "Digital Chain Future, Intelligent New Thinking," highlighting the importance of digital transformation in the real estate industry as a necessity rather than an option [3][4] - The release of the "Real Estate Digital Transformation White Paper" aims to provide actionable solutions for the industry's current challenges and digital capability building [6][8] Group 1: Event Overview - The summit was held at Tsinghua University and organized by various academic and industry bodies, featuring speeches from notable figures including Tsinghua University scholars and executives from Longfor Group [3][4] - The event emphasized the rapid adoption of digital transformation in the real estate sector, driven by the need for improved efficiency across various dimensions [3] Group 2: Digital Transformation Insights - Longfor Group has invested over 10 billion in product research and development over the past decade, establishing a methodology for digital transformation that can be referenced by the industry [4] - The integration of advanced technologies such as AI, BIM, IoT, and digital twins has enabled 千丁数科 to serve over 3,600 enterprises across multiple sectors, providing robust solutions for digital transformation [6] Group 3: White Paper Release - The "Real Estate Digital Transformation White Paper" was officially launched, addressing key industry concerns and offering practical solutions for digital application and future technology directions [6][8] - The white paper aims to guide the industry in finding suitable transformation paths, emphasizing a human-centered, data-driven, and sustainable approach to the digital real estate era [7]

Core Insights - The summit on the digital transformation of the real estate sector was held at Tsinghua University, focusing on the theme "Digital Chain Future, Intelligent New Thinking" [1] - The event highlighted the urgency of digital transformation in the real estate industry, emphasizing that it is no longer optional but essential for survival [3] Group 1: Industry Trends - The disappearance of land dividends has accelerated the need for digital transformation in the real estate sector, shifting from extensive to refined management practices [3] - Digital transformation is seen as a necessary response to challenges related to spatial, energy, organizational, and service efficiencies [3] Group 2: Company Initiatives - Long-term investment by Longfor Group in digital transformation has exceeded 10 billion yuan, leading to the development of a methodology that can be referenced by the industry [4] - Longfor Group's digital initiatives have resulted in significant efficiency improvements, such as reducing the initial design time for residential projects to 22 days, achieving a 64%-72% increase in efficiency [3][4] Group 3: Technological Integration - Qian Ding Digital has a research and development team of over 1,000, integrating advanced technologies like AI, BIM, IoT, and digital twins to support over 3,600 enterprises across various sectors [6] - The release of the "Real Estate Digital Transformation White Paper" aims to provide actionable solutions for industry challenges and digital capability building [6][8] Group 4: Future Directions - The white paper emphasizes the importance of a human-centered, data-driven, and sustainable approach in the new era of digital real estate [8] - The goal is to assist companies in finding suitable transformation paths and to rejuvenate their development momentum [8]

Core Insights - The average nationwide increase in land prices for residential and commercial use is 1.5%, marking the highest growth since 1991's 3.1% [5] - The Tokyo metropolitan area has seen a significant increase, with 89.2% of surveyed locations experiencing price hikes [5] - The highest land price location remains the Meijiya Ginza Building in Tokyo, priced at 46.9 million yen per square meter, reflecting an 11.4% increase from the previous year [7] Group 1: Nationwide Trends - The nationwide average increase in land prices has expanded compared to the previous year, with 49.3% of surveyed locations reporting price increases, up from 48.3% in 2024 [5] - The average increase in the Tokyo metropolitan area accelerated from 4.6% in 2024 to 5.3% in 2025, driven by ongoing redevelopment and population influx [5][7] - The Osaka metropolitan area also saw an increase, with growth rising from 2.9% in 2024 to 3.4% in 2025, supported by major redevelopment projects and events like the Osaka Kansai Expo [7] Group 2: Regional Insights - In central Tokyo, the average increase in residential land prices exceeded 10% in key districts such as Chiyoda, Chuo, and Minato, driven by demand from foreign visitors and affluent domestic buyers [7] - Fukuoka City experienced a commercial land price increase of 10.2%, despite a decline from 13.2% in 2024, attributed to redevelopment initiatives [7][8] - Nagoya and other regional cities continue to see price increases, although at a slower rate, with Hiroshima benefiting from redevelopment around Hiroshima Station [8] Group 3: Economic Context - Japan's nominal GDP is projected to grow by 3.7% in the 2024 fiscal year, marking four consecutive years of positive growth [11] - Consumer prices, excluding fresh food, have risen by over 3% year-on-year, contributing to the upward trend in land prices [11] - Experts suggest that land prices will continue to rise in urban centers, benefiting landowners but potentially making housing less affordable for new residents [11]

Core Insights - The conference on the digital transformation of the real estate industry was held at Tsinghua University, focusing on the theme "Digital Chain Future, Intelligent New Thinking" [3] - The real estate sector is undergoing rapid digital transformation, moving from a "rough" to a "refined" approach, driven by the need for improved efficiency in various aspects such as space, energy, organization, and service [3][5] - The CEO of Longfor Group emphasized that digital transformation is essential for survival and competitiveness in the industry, citing a significant efficiency improvement in project design timelines [3][5] Group 1 - Longfor Group has invested over 10 billion in product research and development since 2014, developing a methodology for digital transformation that can be referenced by the industry [5] - The roundtable discussion highlighted the importance of not only introducing digital tools but also restructuring organizational capabilities and business logic for effective digital transformation [5][7] - The digital transformation initiative is supported by a large research and development team at Qian Ding Digital Technology, which integrates advanced technologies like AI, BIM, IoT, and digital twins to serve over 3,600 enterprises across various sectors [7][8] Group 2 - The "Real Estate Digital Transformation White Paper" was officially released, addressing industry challenges and providing actionable solutions for digital capability building and future technology directions [8][10] - The white paper aims to guide the industry in finding suitable transformation paths, emphasizing a human-centered, data-driven, and sustainable approach in the era of digital real estate [10]

Core Viewpoint - The average national increase in land prices for all uses is 1.5%, marking the highest level since 1991's 3.1% increase, driven by inflows of foreign investment in the Tokyo area and a gradual recovery of the domestic economy amid inflation [2][4]. Summary by Sections National Land Price Trends - The nationwide average increase in land prices has expanded compared to the previous year, with 49.3% of surveyed locations experiencing price increases, up from 48.3% in 2024 [4]. - The Tokyo area saw an acceleration in price growth from 4.6% in 2024 to 5.3% in 2025, supported by ongoing redevelopment and population influx [4]. Specific Locations and Price Increases - The highest land price location remains the "Meijiya Ginza Building" in Tokyo's Ginza area, priced at 46.9 million yen per square meter (approximately 2.28 million RMB), reflecting an 11.4% increase from the previous year [6]. - In the residential land sector, the highest price increase was observed in Akasaka, where the growth rate surged from 6.1% to 15.6% [6]. - The Osaka area also experienced a rise in land prices, increasing from 2.9% in 2024 to 3.4% in 2025, bolstered by major redevelopment projects and the upcoming Osaka Kansai Expo [6]. Economic Context and Future Outlook - Japan's nominal GDP is projected to grow by 3.7% in the 2024 fiscal year, continuing a trend of positive growth for four consecutive years [9]. - The overall consumer price index, excluding fresh food, has risen by over 3% compared to the same month last year, contributing to the upward trend in land prices [9]. - Experts predict that land prices will continue to rise, particularly in urban centers, which may lead to increased housing prices and rents, making it more difficult for new residents to afford living in these areas [9].

Group 1 - The core viewpoint of the news is the deepened collaboration between CapitaLand (China) and Alibaba Cloud, marking a new phase of strategic partnership since their initial cooperation in 2019 [1] - The memorandum outlines three main areas of focus: smart business operations, big data capabilities, and ESG digital management, leveraging Alibaba Cloud's AI technology to enhance customer service and operational efficiency [1] - CapitaLand has been promoting business growth through digital technology since 2015, and the new collaboration aims to elevate the synergy between the two companies [1] Group 2 - Since their first partnership in 2019, CapitaLand has fully migrated its core business systems to Alibaba Cloud, significantly reducing IT infrastructure costs [2] - The data platform established by CapitaLand now provides comprehensive data support across multiple business sectors, serving as a central hub for data sharing and collaboration [2]