上周（2025年12月22日-28日），昆明楼市成交量价齐升，中通联大书山、邦泰观云两个四代宅项目连续霸榜。中铁诺德央玺春风对口学校星耀福德校区过 规，俊发两项目主动调规，大幅降容、降高，优化产品力与保障交付，释放复工积极信号。 据克而瑞发布的最新数据显示，上周昆明共计3个项目向市场供应了约2.8万㎡，环比下跌31%；成交约6.3万㎡，环比上涨6%；成交均价约12300元/㎡，环比 微涨1%。 从"双榜"情况来看，两个四代宅项目邦泰观云和中通联大书山，以卓越的地段优势，硬核的产品力，分别摘得两个榜单的榜首。 其中，邦泰观云单周销售约0.43亿元，成交均价约18352元/㎡，是上榜项目中单价最高的项目，套均价约269万/套。 中通联大书山则销售约0.38亿元，成交27套房源，均价约11541元/㎡，套均价约139万/套。 得益于签约云师大附中的名校资源利好，大华·锦绣麓城、大华公园天下2个项目持续畅销，分别成交25套、21套，成交均价约11311元/㎡、10577元/㎡，套 均价约122万/套、117万/套。 （大华白沙湖公园实拍） 将拟建地上1栋教学综合楼、1栋设备用房、1个门卫室、2个出地面楼梯间及1层地下 ...

上周（2025年12月15日-21日），昆明楼市成交量价齐跌，旧规项目年终冲刺，积极营销让利。云南加大对多子女家庭购房支持力度，昆明放宽配售型保 障房购买条件；云南建投拿地杀入关上板块，邦泰斗南片区出手，摘得邦泰映悦项目后续用地。 据克而瑞发布的最新数据显示，上周昆明共计3项目向市场供应约4.04万㎡，合计339套房源，环比上涨19%；成交约5.92万㎡，环比下跌10%；成交均价 约12129元/㎡，环比下跌4%。 从"双榜"情况来看，邦泰观云四代宅产品持续热销，也是价格最高的一个项目。单周销售约0.34亿元，成交均价约18095元/㎡，套均价约284万/套。 因签约名校，大华旗下大华公园天下、大华·锦绣麓城双盘联动热销上榜。分别销售约0.31亿元、0.25亿元，成交25套、22套，成交均价约10502元/㎡、 10735元/㎡，套均价约122万/套、112万/套。 一环边旧规项目，远大·云锦壹号集中备案，单周销售约0.29亿元，成交17套，成交均价约12754元/㎡，套均价约170万/套。 （项目交付楼栋实拍图） 目前，远大·云锦壹号一栋已完成交付，2栋、3栋、4栋火爆热销中，预计于明年6月份交付，项目二期 ...

此外，位于呈贡新城的四代洋房住宅项目，中通联大书山持续热销上榜，单周销售18套，成交均价约10832元/㎡，套均价约126万/套。 土地方面，上周昆明主城共计供应10宗地块，均底价成交。龙湖、云南城投、新希望同日拿地，邦泰拿地西城时代旁，昭宗片区城改项目约107亩地成交 （具体参见此前文章）。 （已交付的保利天珺一期实拍图） 俊发·俊云峰降价促销，又占据有学区与性价比赋能，位居商品住宅销售套数TOP5榜首，单周销售金额约0.3亿元，成交25套，成交均价约10132元/㎡，套 均价约120万/套。 龙湖旗下三项目上榜。龙湖·天璞、龙湖·学宸府单周分别销售0.4亿元、0.39亿元，成交15套、23套，均价约21096元/㎡、12403元/㎡。 今年新入市的龙湖峯萃表现也不错，单周销售约0.32亿元，成交均价约21853元/㎡，套均价约394万/套，是上榜项目中价格最高的一个。 上周（2025年12月8日-14日），昆明楼市量价齐涨，主要受部分旧规项目降价热销和工程抵款房集中备案共同带动。华润润府、新希望锦官府2个项目加 推，优惠力度不足，去化效果一般；招商建管中标天宇澜山后续地块，北部山水新城60亿货值项目重启。 ...

Core Insights - The core point of the news is that Kunming Zhongtong Century Investment Co., Ltd. successfully acquired a prime residential land parcel in Chenggong New City for approximately 378 million yuan, marking the highest premium rate of 68% for land transactions this year [1][2]. Land Acquisition Details - The land parcel covers about 84.5 acres and was sold at a floor price of approximately 3,193 yuan per square meter [1]. - This acquisition represents Zhongtong Century's third premium land purchase in 2023, following a strong start to the Kunming land auction market [1]. Location and Infrastructure - The land is strategically located about 700 meters from the Metro Line 1 and 1 kilometer from Line 4, surrounded by major roads such as Kunyu Expressway and Caiyun Road [3]. - Nearby amenities include educational institutions like Huihuiying Primary School and Kunming University of Science and Technology Affiliated Primary School, as well as medical facilities like Kunming Traditional Chinese Medicine Hospital [3]. Development Requirements - The winning bidder is required to construct a primary school on a designated area of approximately 32.7 acres, which must be completed alongside the residential project [5]. - The low plot ratio and the same developer for adjacent projects suggest that the land will likely be developed into a low-density residential community, potentially featuring villas or low-rise apartments [5]. Market Context - The KCC2024-16 land parcel was highlighted as a key project during a land promotion event in October 2025, indicating its significance in the local real estate market [7]. - The successful acquisition aligns with Zhongtong Century's previous large-scale development plans in the area, which could enhance the overall value of the region if additional adjacent parcels are secured [7][8]. Sales Performance - The previously developed Zhongtong Lian Dashushan project has shown strong sales performance, achieving a sales rate of 64% and generating 216 million yuan shortly after its launch [9]. - The rapid development and sales success of Zhongtong Lian Dashushan may serve as a model for future projects, including the newly acquired KCC2024-16 land [9].

Market Overview - In the week of August 18-24, 2025, the Kunming real estate market saw an increase in both transaction volume and prices, with a total of 4 projects supplying approximately 53,300 square meters, a 23% increase week-on-week [1] - Total transactions reached about 72,700 square meters, marking a 32% week-on-week increase, with an average transaction price of approximately 12,674 yuan per square meter, up 7% from the previous week [1] Key Projects - Longfor Tianjing achieved remarkable sales, topping the sales charts with a sales amount of approximately 131 million yuan, selling 73 units at an average price of about 15,088 yuan per square meter, and a unit price of approximately 1.79 million yuan [3] - The project recorded sales of about 410 million yuan on its opening day, featuring new unit types ranging from 89 to 235 square meters, and is noted for its high space efficiency and attractive design features [3][6] Competitive Landscape - The market remains polarized, with high-end properties like Bangtai Guanyun and Longfor Shanhai Yuanzhu continuing to perform well, achieving sales amounts of approximately 55 million yuan and 26 million yuan, with average prices around 18,836 yuan and 18,941 yuan per square meter respectively [6] - Conversely, affordable housing projects such as Bangtai Yingyue and Bangtai Huayuan City are also selling well, with average transaction prices of approximately 8,182 yuan and 4,725 yuan per square meter [6] New Supply and Demand - The newly launched Zhongtong Lian Dashushan project in Chenggong New City successfully sold 110 units with a take-up rate of 64%, offering units priced between 10,200 and 11,500 yuan per square meter [7] - The project is recognized for its high efficiency in space utilization, with some units achieving a remarkable 252% usable area ratio [7][10] Educational Infrastructure Development - The Longjie Village urban renewal project includes plans for a new primary school, with a total planned area of approximately 27,001.14 square meters [10][12] - The Guandu Ancient Town project is also set to include educational facilities, with a total land area of about 67.68 acres, aimed at enhancing local educational resources [12][14]

Core Viewpoint - The supply of residential land in Kunming is significantly reduced, with the city planning to release only 2,426 acres in 2025, which is half of the previous year's target [1][3][4]. Land Supply Plan - Kunming's land supply plan for 2025-2027 includes a total of approximately 44,000 acres, with residential land supply in the main urban area totaling about 5,725 acres over three years [2][3]. - The supply targets have been consistently lowered: from over 30,000 acres two years ago to 25,000 acres last year, and now to 16,419 acres for 2025 [3][4]. Regional Supply Adjustments - Nine regions, including the Dianchi Resort Area and Economic Development Zone, have suspended residential land supply for this year [1][11]. - In the main urban area, the planned supply for residential land is about 2,096 acres, accounting for approximately 41% of the total land supply [6]. Specific District Supply - The district with the highest planned supply is Panlong District, with 1,125 acres, followed by Wuhua District with 853 acres [8]. - Guandu District has the largest residential land supply among the main urban areas, with 576 acres planned [8]. Market Dynamics - The reduction in land supply is a response to the low transaction volume in the new housing market, aiming to rebalance supply and demand [3][4]. - The current year has seen a significant drop in the number of land parcels available, with only 255 acres of residential land supplied so far, representing 12% of the annual target [13]. Developer Activity - Despite the limited supply, developers are actively participating in land acquisition, with several instances of premium bidding observed [13][15]. - Notable developers like Zhongtong and Bangtai have engaged in competitive bidding for new projects, indicating confidence in the Kunming market [13][15].