近日，以"创营销，数赋能"为主题的阿里资产房产昆明区域启动会在昆明会堂举行。本次会议由昆明市 住房和城乡建设局主办，昆明市房地产开发与经纪协会与阿里资产房产联合承办。旨在通过昆明房产领 域数字化升级，进一步拓展跨区域销售新机制，借助阿里资产在互联网、电子商务领域的平台软件和技 术优势，向全国推介昆明的优质楼盘，实现互利共赢。 高位引领，共绘数字化发展新蓝图 昆明市住房和城乡建设局党组成员、副局长王斌宁在致辞中表示，市委城市工作会议提出，要建设适应 群众需求的好房子。市住房和城乡建设局将坚决抓好贯彻落实，在产品上下功夫，鼓励房企研发更加安 全、舒适、绿色、智慧的好房子，丰富产品供给选项；在服务上下功夫，持续优化营商环境，用好融资 协调机制，支持企业健康发展；在销售上下功夫，"线上+线下"同步发力。 当前，昆明房地产市场在2025年实现"止跌回稳"，数字化转型已成为行业高质量发展的核心方向。此次 与阿里资产的合作是顺势而为的创新举措，市住房和城乡建设局将全力支持并携手阿里资产，共同探索 房产交易新模式，开创互利共赢的新局面，推动行业健康平稳发展。 战略签约，开启本土化合作新篇章 会上，多项战略合作签约的达成成为一 ...

Core Viewpoint - The launch event of Alibaba Assets Real Estate in Kunming aims to promote digital transformation in the real estate sector, leveraging Alibaba's technological advantages to enhance cross-regional sales and showcase Kunming's quality properties nationwide [1][16]. Group 1: Digital Transformation and Market Development - The Kunming Housing and Urban-Rural Development Bureau emphasizes the need for safe, comfortable, green, and smart housing, aiming for a stable real estate market by 2025 through digital transformation as a core development direction [4]. - The collaboration with Alibaba Assets is seen as an innovative move to explore new real estate transaction models and promote healthy industry development [4][16]. Group 2: Strategic Partnerships and Collaborations - A strategic cooperation agreement was signed between Alibaba Assets and the Kunming Real Estate Development and Brokerage Association, establishing a long-term partnership focused on resource integration and market cultivation [9]. - Alibaba Assets also signed agreements with local companies, including Yunnan Lanmao Xingcheng Investment Co., Ltd. and Kunming Greenland Dianchi Real Estate Co., Ltd., marking a significant step in local enterprises' digital transformation [11]. Group 3: Marketing and Sales Innovations - The event featured practical empowerment sessions showcasing innovative auction methods, such as "special price increase auction" and Dutch "price drop auction," aimed at enhancing marketing strategies for real estate companies [14]. - Alibaba Assets provided insights into platform entry guidelines and support policies, offering a clear path for companies to achieve digital transformation [14].

拆旧换新可增配公共设施 《指导意见》提出了3种换新模式,明确了推进方、推进方式等落地性指导。 省住房和城乡建设厅党组成员、副厅长麻鹏飞介绍,"卖旧换新"模式明确支持房地产经纪机构开展"卖旧 换新"业务,在约定时间内成功出售旧房的,按约定流程购买新房；未售出的,由机构开展兜底收购或退还 意向金。该模式能解决购房者因旧房未及时出售,无法置换新房的问题,同时,通过"帮卖"服务,经纪机构也 可提前锁定购房客源,推动新旧住房联动交易,加快去化进程。 记者王皇济南报道 支持卖旧换新、收旧换新 12月12日,山东省住房和城乡建设厅举行新闻通气会,发布解读《关于住房"以旧换新"的指导意见》(以下 简称《指导意见》)。《指导意见》已由省住房城乡建设厅、省发展改革委、省财政厅、省自然资源 厅、省税务局等10部门联合印发,从丰富"换新"模式、拓宽处置途径、降低换新成本、完善金融服务、 优化交易流程与服务、健全风险防控机制6方面推出15条措施,有力打通卖旧买新置换不畅的堵点,缓解换 房资金压力,有效促进住房"以旧换新",实现"想换就能换"。 "收旧换新"模式提出政府主导、房企主导和其他主体主导三种实施路径,鼓励各类主体按照市场化原则 ...

Core Insights - The Chinese real estate market is showing signs of stabilization, with second-hand housing transactions becoming dominant due to various policy adjustments and incentives [1][2][3] Policy Adjustments - Local governments have been continuously optimizing real estate policies, including the implementation of home purchase subsidies and housing consumption vouchers [1][2] - Over 60 cities have introduced policies to support rigid and improved housing demand, such as purchase subsidies and "old-for-new" exchange programs [2] Market Trends - From January to October, the area of second-hand housing transactions increased by 4.7% year-on-year, with second-hand homes accounting for 44.8% of total transactions [1] - The total transaction volume of new and second-hand homes has remained stable, indicating the effectiveness of various measures to stabilize the market [2] Land Supply and Urban Development - Cities are controlling land supply and optimizing land allocation to enhance urban development, with examples including Shenzhen and Hangzhou [3] - The transition from new home sales to second-hand home transactions reflects a shift in urbanization from rapid growth to stable development [3] Consumer Preferences - In the current market, second-hand homes are favored due to their better locations, established amenities, and immediate occupancy advantages, particularly among young people and new residents [3]

Core Insights - The real estate market in China is stabilizing with a dominant trend in second-hand housing transactions, driven by various policy adjustments and incentives [1][2][3] Policy Adjustments - Various cities have implemented measures such as home purchase subsidies and optimized housing credit policies to support housing demand [2] - Over 60 cities have introduced policies aimed at supporting rigid and improved housing needs, including "old-for-new" exchange policies [2] - The national housing fund policies have been adjusted in major cities like Beijing, Shanghai, and Shenzhen to facilitate home purchases [2] Market Performance - From January to October, the net signed area for second-hand housing transactions increased by 4.7% year-on-year, with second-hand homes accounting for 44.8% of total transactions [1] - The total sales area and sales volume of new residential properties have shown a narrowing decline compared to the previous year, indicating a gradual recovery [2] - The inventory of unsold commercial housing has decreased for eight consecutive months, reflecting steady progress in destocking [2] City-Level Insights - Cities such as Shenzhen, Wuhan, and Xiamen have reported year-on-year growth in both new and second-hand housing transactions [3] - Cities with over 10% year-on-year growth in second-hand housing transaction area include Shanghai, Shenzhen, and Chongqing [3] Market Transition - The real estate market is transitioning from a focus on new housing to a dominance of second-hand housing transactions, reflecting a shift in urbanization and housing demand [3] - The emphasis on the living attributes of homes is becoming increasingly important, particularly for younger and migrant populations [3]

Core Viewpoint - The Chinese real estate market is gradually stabilizing, with second-hand housing transactions becoming dominant due to various policy adjustments and incentives [1][2][3] Policy Adjustments - Various cities have implemented measures such as purchasing subsidies, housing consumption vouchers, and optimized land supply to support the real estate market [1][2] - Over 60 cities have introduced policies to support rigid and improved housing demand, including adjustments to housing credit policies [2][3] Market Trends - From January to October, the transaction area of second-hand houses increased by 4.7% year-on-year, with second-hand houses accounting for 44.8% of total transactions [1] - The total transaction volume of new and second-hand houses has remained stable, indicating the effectiveness of local policies [2] Land Supply - Cities are controlling new land supply while optimizing existing land use, with examples including Shenzhen and Hangzhou focusing on quality residential land [3] - Cities like Shanghai, Shenzhen, and Wuhan have seen significant year-on-year growth in second-hand housing transactions [3] Shift in Market Dynamics - The real estate market is transitioning from a focus on new housing to second-hand housing as urbanization stabilizes [3] - The demand for second-hand housing is driven by young people and new residents, who prefer properties that are well-located and ready for immediate occupancy [3][4]

Group 1 - The Hong Kong property market is experiencing a recovery due to a series of stimulus policies, with a significant increase in property transactions in June, showing a 12.9% month-on-month rise and a 38.6% year-on-year increase [1] - Residential property transactions accounted for 5,955 of the total contracts in June, reflecting a 16.7% month-on-month increase and a 54.4% year-on-year increase [1] - The market is seeing strong sales performance in new properties, with many projects selling out in the first round, and a notable recovery in the secondary market for lower-priced properties [1] Group 2 - The removal of property cooling measures in February last year has significantly reduced purchasing costs, leading to a surge in market activity [2] - The Hong Kong government has introduced several measures in the 2024 policy address to further stimulate the property market, including relaxing residential loan requirements and allowing investment immigrants to purchase residential properties [2] - The number of transactions by mainland buyers has increased significantly, with a reported 11,638 transactions in 2024, representing a 90% year-on-year increase [2] Group 3 - Major real estate agencies are entering the Hong Kong market, focusing on new property projects and emphasizing low total price and high rental yield properties [3] - The reduction in interbank borrowing rates has lowered purchasing costs, prompting developers to launch new projects with attractive pricing strategies [3] - Overall transaction volume in the Hong Kong property market is expected to remain stable compared to last year, with property prices projected to fluctuate within a range of ±3% [3]

Core Viewpoint - The Hong Kong real estate market is experiencing a recovery due to a series of stimulus policies implemented by the government [1]. Group 1: Market Performance - In June, the total number of property sale agreements submitted to the Land Registry reached 7,271, a month-on-month increase of 12.9% and a year-on-year increase of 38.6% [2]. - Among these agreements, residential property sales accounted for 5,955, with a month-on-month increase of 16.7% and a year-on-year increase of 54.4% [2]. - The second quarter saw 1,775 transactions of second-hand properties along the railway lines, representing a month-on-month increase of approximately 36.5% [4]. Group 2: Government Policies - The Hong Kong government has removed all property cooling measures, leading to a significant reduction in purchasing costs and a surge in market activity [4]. - The Chief Executive's policy report introduced several measures to further stimulate the housing market, including relaxing residential loan conditions and allowing investment immigrants to purchase residential properties [4]. - The budget proposal raised the stamp duty exemption threshold from HKD 3 million to HKD 4 million, benefiting about 15% of property transactions [4]. Group 3: Buyer Trends - Mainland buyers have become a significant force in the market, with 11,638 transactions recorded in 2024, amounting to over HKD 130 billion, marking a year-on-year increase of 90% in transaction volume and 67% in value [5]. - The demand for properties with low total prices and high rental yields is increasing, attracting more buyers from mainland China [5]. Group 4: Market Outlook - The residential property market has shown signs of stable recovery, with transaction volumes exceeding 5,000 for four consecutive months, the first such occurrence since the second half of 2021 [4]. - The overall transaction volume in Hong Kong's real estate market is expected to remain stable compared to last year, with property prices projected to fluctuate within a range of ±3% [5].