1.成都：1-7月新能源汽车产量增长326.2% 据成都发布官微8月22日消息，今年1—7月，全市规模以上工业增加值同比增长8.0%，全市固定资产投资 （不含农户）同比增长4.5%，其中民间投资增长5.6%。分行业看，37个大类行业中有24个行业增加值实现 增长，汽车制造业增长22.9%，计算机、通信和其他电子设备制造业增长17.2%。从主要工业产品产量看， 新能源汽车增长326.2%，智能手表增长135.2%，锂离子电池增长41.4%。 2.马斯克曾试图邀请扎克伯格参与收购OpenAI 据OpenAI提交的法庭文件显示，马斯克今年曾试图说服扎克伯格参与其对OpenAI的非正式收购要约。 OpenAI称，马斯克将扎克伯格列为与他讨论过可能为收购OpenAI提供资金的人员之一。但扎克伯格和Meta 均未签署意向书，也未参与收购要约；OpenAI董事会于2月正式拒绝了马斯克的收购要约。 点评：商业野心遇挫，诉讼攻防暴露战略矛盾。 3."十四五"期间全国市场监管部门为消费者挽回经济损失217.1亿元 8.机构：第二季度非洲智能手机市场增长7% 市场监管总局副局长柳军8月22日在国新办举行的"高质量完成'十四五'规划 ...

Core Viewpoint - The land market continues to control supply and reduce inventory, with the proportion of quality residential land supply expected to increase [1][6]. Supply and Demand - As of May 25, 2025, the land supply area is 48.13 million square meters, a year-on-year decrease of 19.3%. The transaction area is 28.26 million square meters, down 18% year-on-year, while the transaction amount is 80.7 billion yuan, up 12% year-on-year [4][10][16]. - The average premium rate for land transactions has decreased to 7.2%, with first and second-tier cities maintaining heat in land auctions, averaging a premium rate of 10% [5][21]. - First and second-tier cities saw transaction volume and price increase year-on-year, while third and fourth-tier cities experienced a decline in both [5][17]. Market Heat - The average premium rate in May is 7.2%, continuing a downward trend. However, first and second-tier cities maintain auction heat, with average premium rates still above 10% [21][20]. - High-quality land transactions have driven the increase in transaction amounts, indicating a strategy of controlling quantity while improving quality [6][16]. Future Outlook - The land market is expected to continue controlling supply and reducing inventory, with an increase in the supply of quality residential land. The ongoing urban renewal efforts and government support are anticipated to bring more quality land supply in 2025 [6][8]. - The differentiation among cities is significant, with first and second-tier cities showing positive growth in transaction scale, while third and fourth-tier cities continue to see a contraction in land auction scale [17][21]. Key Land Transactions - In May, the top land transactions were concentrated in Shanghai and Beijing, with significant premium rates observed in high-demand areas. For instance, the highest transaction price in Beijing's Haidian District reached 4.5 billion yuan, with a premium rate of 12% [28][32]. - The average floor price for land transactions in major cities remains high, with some areas exceeding 80,000 yuan per square meter [32][34].

Group 1 - The core viewpoint indicates a significant contraction in the supply of land in Shanghai, with a total supply area of only 658,952 square meters in April 2025, representing a month-on-month decrease of 48.99% and a year-on-year decrease of 10.73% [1] - Despite the reduction in supply area, the starting total price for land has surged to 982,536 million yuan, reflecting a month-on-month increase of 397.32%, although it still shows a year-on-year decline of 20.32% [1] - The increase in starting prices is attributed to changes in land supply structure, with a higher proportion of scarce core area plots and high-priced suburban commercial and residential land [1] Group 2 - In April 2024, the Shanghai land market exhibited a "volume-price divergence," with a total of 11 commercial land transactions covering an area of 1,542,232 square meters, marking a month-on-month increase of 145.27% and a year-on-year increase of 84.85% [5] - The total transaction amount for the month was 224,193 million yuan, showing a significant month-on-month decline of 86.66% and a year-on-year decline of 83.44% [5] - The land transactions were concentrated in six administrative districts, with Jinshan leading in both transaction volume and amount, totaling 117.93 million square meters and 1.41 billion yuan respectively [5] Group 3 - The month saw only one office land transaction, with a transaction area of over 17,440 square meters (1.13% of total) and a transaction amount of nearly 43.6 million yuan (19.45% of total), reflecting month-on-month declines of 88.29% and 73.97% respectively [5] - The land market is characterized by a focus on low-priced industrial and research land, with high-premium commercial and residential land being scarce [12] - The government is compensating for price declines by increasing the supply of low-cost land in suburban areas to meet annual supply plans and alleviate pressure on developers [12]

Core Viewpoint - The average premium rate for land transactions in key cities has reached a new high of 13.4%, driven by high-premium deals in major cities like Beijing, Shanghai, and Hangzhou, marking the first time since July 2021 that the average premium rate has surpassed 10% [2][5]. Summary by Sections Land Transaction Trends - In February, despite a continuous decline in land transaction area, major cities experienced high-premium land deals, leading to a year-on-year increase in transaction amounts. The average premium rate reached a new high, with a total land supply of 27.02 million square meters across 300 cities, a month-on-month decrease of 22.6% and a year-on-year decrease of 36% [4]. - The total transaction amount for land reached 91.7 billion yuan, a year-on-year increase of 39%, with first-tier cities accounting for 30.4 billion yuan, a year-on-year increase of 27% [4]. Premium Rate Insights - The average premium rate of 13.4% represents an increase of 4.7 percentage points from the previous month, with several cities like Shanghai, Beijing, and Hangzhou seeing transaction amounts exceeding 10 billion yuan [5]. - Notably, six out of the top ten cities by transaction amount had average premium rates exceeding 10%, with some land parcels achieving premium rates over 20%, such as the 46th parcel in Hangzhou's Chengdong New City, which had a premium rate of 72.5% [5]. Market Outlook - The market is expected to maintain its heat in the first half of the year, with more high-premium quality residential land anticipated to emerge, particularly in areas with low inventory and strong purchasing power [6][7]. - The trends indicate that high-premium transactions for quality residential land in key cities will become the norm, with land heat expected to spread from core city areas to surrounding regions [7][8].