尽管楼市成色未及去年同期，广州不少楼盘超额完成国庆销售指标。其中，位于海珠区的越秀桂悦东晓在中秋当日（10月6日）宣布完成销售任务，累计 卖出1.5亿元；黄埔区的万科黄埔新城在国庆第4天达成认购目标，最终成交92套，销售金额合计2.21亿元，售楼处在节后第一天集体放假。 图源：时代财经 北京保利璟山和煦8天卖掉21套，保利发展上海公司11盘成交超12亿元；越秀地产广州琶洲南TOD单日最高卖出2亿元；万科广州有楼盘销售经理凌晨1点 仍在接待客户…… 为期8天的"超级黄金周"，北上广楼市不乏亮眼表现。 根据中指研究院，今年国庆假期期间（10月1-8日），北京新房（注：指住宅，下同）日均成交0.61万平方米，同比增长52%；上海新房日均成交0.62万平 方米，同比增长3%；广州新房日均成交0.81万平方米，同比下降4%。 北上新房成交上涨，背后有楼市新政的助力。今年8月，北京、上海先后发布楼市新政，在新政的刺激下，9月至今，北京、上海新房成交情况持续向好。 广州市场小幅下降，主要原因之一是缺乏新政的支撑，同时多个楼盘节前集中开盘"抢跑"，提前消耗购买力。 无论市场冷暖，总有楼盘不为销量发愁，亦有售楼处门庭冷落，这反 ...

Core Viewpoint - The competition among leading real estate companies in Beijing is intensifying, with a narrow margin of only 10.3 billion yuan between the top four companies in terms of equity sales in the first four months of 2025 [1][4]. Group 1: Sales Performance - The top four real estate companies in Beijing by sales amount are: China Overseas (86.4 billion yuan), China State Construction (79.33 billion yuan), China Overseas (77.81 billion yuan), and Yueben Real Estate (76.1 billion yuan) [2]. - Poly Development's equity sales ranking has dropped from 5th to 9th in the first four months of 2025 due to a lack of new projects and declining sales performance [4][5]. Group 2: Market Dynamics - The majority of high-performing projects in first-tier cities like Beijing are luxury properties, indicating that companies with a strong inventory of luxury projects can predict their future sales performance [4]. - Poly Development has shown a strong desire to acquire land in core areas of Beijing, but its sales have been declining due to a lack of appealing projects [4][10]. Group 3: Project Analysis - Poly's project "Poly Yijing Hexu" in Shunyi has a low sales rate of 45% after one year, with 335 out of 746 units sold [5]. - The "Poly Jing Mountain Hexu" project in Shijingshan has a sales rate of only 55%, with 439 out of 798 units sold [6]. - The "Poly Tianhui" project in Chaoyang has been the best-selling project for Poly, contributing nearly 25% of its total sales [8]. Group 4: Future Prospects - Poly Development's recent acquisition of the Haidian Banshan project indicates a strategic move to boost sales, but the project faces challenges due to planning restrictions and a less favorable environment [12][20]. - The company is under pressure to either continue acquiring land in Haidian or deliver strong products to prove its market position [25].