2025年，中建智地对北京朝阳、昌平、房山等核心区域持续深耕，多个项目实现热销。 以朝阳区为例，2024年10月开盘的北京宸园，在8个月内网签金额突破100亿元，2025年实现全面清盘，成为近10年来北京高端项目快速去化的案例之一。新 入市的紫京宸园，开盘首日销售金额达56.5亿元，位列当月北京网签金额排名榜榜首。中建璞园|璞园PARK则延续了2024年的热销态势，2025年网签668 套，居朝阳区网签金额和套数首位。 2025年，北京新房市场谁最强？随着克而瑞发布的2025年度房地产企业销售榜单，答案呼之欲出。 数据显示，中建智地以权益销售金额224.51亿元、权益成交套数5847套、权益成交面积44.28万平方米的业绩，一举拿下金额、套数、面积三项第一，成为实 至名归的 "三冠王"。 | | | | ■ 中 理 智 地 考注美好法 | | --- | --- | --- | --- | | | 2025年1-12月北京房企 | | | | | 销售余额相比 | | | | 排名 | 房企名称 | 成交金額(亿元) | | | 1 | 中建智地置业有限公司 | 224. 51 | | | 2 | 华润置地控 ...

12月16日，中建方程+中建智地以底价13.54亿元摘得北京市丰台区北宫镇张郭庄村A区地块。北京商报 记者梳理发现，北宫镇板块上一次有土地供应记录可追溯至2022年，此次供地意味着该区域时隔三年再 度迎来土地市场的新动作。值得一提的是，这也是中建智地近三年首次布局丰台。 业内专家分析称，该区域作为棚户区改造相关地块，其供应与开发将进一步推动当地城市更新进程，改 善区域居住环境与基础设施配套，同时也为区域房地产市场注入新的供给，优化区域住房供给结构。 中建智地年内拿地额近200亿元 北京商报记者梳理发现，中建智地、中建方程两家企业年内拿地金额实现显著增长。 具体而言，中建智地年内在北京市场已斩获4宗地块，累计拿地金额达195.16亿元，远超2024年拿下2宗 地块时133.14亿元的投资规模。其中，年度内唯一一宗总价超百亿元的黄杉木店地块，便是由中建智地 联合金茂、越秀等房企联合竞得。 值得关注的是，年内竞争最为激烈的朝阳太阳宫地块，吸引了城建发展、懋源、招商、保利等9家房企 参与角逐，经过339轮激烈竞价，最终由中建智地成功竞得，该地块溢价率高达39.18%，跻身年度最热 门地块之列。 时隔三年北宫镇板块再供 ...

Core Insights - The Huangshanmu Store sector shows strong performance with the Zijing Chenyuan project achieving 70 signed contracts, leading the high-end market in Beijing, reflecting the strategic strength and operational capability of China State Construction Intelligence [1][3][4] Group 1: Market Performance - The Zijing Chenyuan project has set a benchmark in the high-end market, continuing the legacy of the "Chenyuan" brand, which has consistently achieved top sales figures in the region [4][9] - The Huangshanmu Store area has seen a resurgence in land value after a decade of supply constraints, with China State Construction Intelligence's acquisition of land worth 12.6 billion yuan marking a significant investment in the region [3][7] Group 2: Strategic Development - China State Construction Intelligence's approach to land acquisition and product development is characterized by a focus on cultural integration and high-quality living environments, aiming to resonate with the evolving demands of the market [6][10] - The company has consistently demonstrated a commitment to deepening its presence in the Chaoyang district, with multiple successful projects that have garnered significant market attention and sales [11][13] Group 3: Future Outlook - The recent acquisition of the Taiyanggong land plot further exemplifies the company's forward-looking strategy and commitment to enhancing its portfolio in prime locations [13][16] - China State Construction Intelligence aims to continue exploring innovative living solutions while contributing to the cultural narrative of the region, reinforcing its position in the high-end real estate market [16]

Core Insights - The recent launch of the "Twin Stars" project in Huangshanmu Store, Chaoyang District, Beijing, achieved significant sales on opening day, with sales of 56.5 billion and 45.65 billion respectively for the two projects [1][2]. Project Details - The two projects, "Zijing Chenyuan" and "Puyue," are part of a larger land parcel sold for 12.6 billion, which includes residential and educational land [2][3]. - The land was acquired by a consortium including China State Construction, Jinmao, and Yuexiu, with a floor price of 54,500 yuan per square meter, setting a record for total price in Chaoyang District [2][3]. Market Dynamics - The Huangshanmu Store area is the only newly added residential land in the Chaoyang District in the past decade, located between the Fourth and Fifth Ring Roads, enhancing its attractiveness [3]. - The projects target high-end improvement customers, with Zijing Chenyuan offering 815 units and Puyue providing 426 units, featuring various spacious layouts [3][4]. Competitive Landscape - The competition in the new housing market in Chaoyang is intensifying, with multiple high-end projects in the vicinity, including those by Poly and China Overseas [7][8]. - The increase in supply and the implementation of new housing policies have led to heightened competition among developers, with more options available for buyers [8].

Core Insights - The launch of "Zijing Chenyuan" in Beijing achieved a remarkable sales figure of 5.65 billion, highlighting the resilience and vitality of China's high-end residential market amidst a more rational overall real estate environment [1][4] - The Chenyuan brand has established itself as a significant phenomenon in China's luxury housing market, with each project reinforcing its market performance and reputation [4][13] Project Performance - The first project, "Zhongjian Chenyuan," sold out within six months and set multiple records in Beijing's Chaoyang District for high-value properties [4] - The second project, "Beijing Chenyuan," achieved sales of 11 billion in 169 days, setting new national real estate records and positioning the brand among China's luxury property leaders [4] - The third project, "Zijing Chenyuan," opened with over 2,500 visitors on its first weekend and recorded 367 pre-registrations within 24 hours, further solidifying the brand's market influence [4][13] Design Philosophy - The Chenyuan projects emphasize a blend of traditional Chinese aesthetics and modern luxury, focusing on creating timeless works rather than fleeting trends [5][9] - The design incorporates natural elements, with features such as a 45-meter waterfall and extensive landscaped gardens, creating immersive living experiences [9][11] - The projects prioritize emotional connections and interactions within living spaces, enhancing the overall living experience through thoughtful design [11] Market Positioning - The Chenyuan brand has evolved from a single project to a powerful luxury real estate brand with significant market authority, marking a new era in China's high-end property sector [4][13] - The emphasis on quality materials and craftsmanship reflects a shift towards understated luxury, appealing to discerning buyers seeking lasting value [11]

Core Viewpoint - The extended National Day and Mid-Autumn Festival holiday has released consumer potential, particularly in the real estate market, with significant policy relaxations in major cities like Beijing, Shanghai, and Shenzhen contributing to increased transaction volumes [1][7]. Summary by Sections Beijing Market - The new housing market in Beijing showed a "divided" characteristic during the holiday, with high interest in quality improvement projects despite a general decrease in visitor numbers due to travel [2]. - Average daily transaction volume for new residential properties reached 0.61 million square meters during the holiday, a 52% increase compared to last year, while second-hand housing saw a 73% increase in daily transactions [2][3]. Shanghai Market - Shanghai's real estate market remained stable during the holiday, with new residential property transactions totaling 1.73 million square meters [4]. - The policy relaxation in the outer ring areas has stimulated market activity, with significant transactions occurring in districts like Dapuqiao and Baoshan [5][6]. Shenzhen Market - In Shenzhen, the average daily transaction volume for new residential properties was 0.23 million square meters, reflecting a 22% increase from last year [6]. - The market in Guangzhou, Hangzhou, and Chengdu faced slight pressure, with Guangzhou seeing a 4% decrease in daily transactions compared to last year [6]. Market Outlook - Analysts expect the "Silver October" market to continue showing a divided trend, with core cities maintaining high interest in quality projects, while overall market performance remains relatively subdued [7]. - The anticipated increase in new supply from major developers in core cities is expected to support new home sales in the fourth quarter [7].

Core Viewpoint - The real estate market in Beijing is facing intense competition, with companies like China Overseas Land & Investment (中海地产) continuing to secure significant land parcels and maintain strong sales performance despite market pressures [2][10]. Group 1: Company Performance - China Overseas Land & Investment has maintained its position as the sales champion in Beijing for seven consecutive years, achieving a sales revenue of 112 billion yuan in the first half of this year, ranking second only to China State Construction [10][11]. - The company has successfully acquired multiple high-value land parcels, including a 153 billion yuan acquisition in Chaoyang, which has bolstered its market presence [4][11]. - The sales performance of the project "Jinghua Jiuxu" in Xicheng contributed approximately 17 billion yuan to the overall sales, showcasing the effectiveness of its strategic positioning [11]. Group 2: Market Dynamics - The competition among real estate projects in Beijing is intensifying, particularly in the luxury segment, with projects like "Wanjijiuxu" and "Beijing Chenyuan" showing varying degrees of market performance [5][8]. - The introduction of new projects, such as those in the Huangshanmu and Sunhe areas, is expected to create additional competition for existing developments, particularly for "Wanjijiuxu" [7][8]. - The overall market is experiencing a divide, with high-end and well-located properties performing better in terms of sales velocity compared to others [4][10]. Group 3: Project Details - "Wanjijiuxu" has a total of 370 units with a saleable area of 7.06 million square meters, and it has achieved a transaction price of 11.5 million yuan per square meter, with a current sales rate of 48% [6][5]. - The project "Shiguang Zhijing" has faced challenges with a low sales rate of approximately 15%, indicating difficulties in market absorption [8][9]. - The upcoming projects in Huangshanmu are expected to compete directly with "Wanjijiuxu," as they target similar high-end buyer demographics [7][8].

Core Insights - The real estate market in Beijing is facing intense competition, with both land acquisition and new home sales under pressure [1] - China Overseas Land & Investment (中海地产) has maintained its position as a sales leader in Beijing, securing multiple high-value land parcels [1][8] - The performance of different projects varies significantly, with some achieving strong sales while others struggle with inventory turnover [3][10] Group 1: Company Performance - China Overseas Land & Investment has achieved a sales revenue of 112 billion yuan in the first half of the year, ranking second in the market, just behind China State Construction [10] - The project "万吉玖序" contributed approximately 35 billion yuan to the sales figures, indicating its strong market performance [10] - The company has been actively acquiring land, including a 153 billion yuan purchase in Chaoyang, which reflects its strategy to strengthen its presence in core urban areas [9] Group 2: Market Dynamics - The introduction of new projects in the Chaoyang area, such as "万吉玖序," has intensified competition among high-end residential offerings [2][4] - The overall market is experiencing a divide, with luxury and well-located affordable housing performing better than other segments [3] - Upcoming projects like "黄杉木店" are expected to challenge existing offerings, particularly "万吉玖序," due to overlapping target demographics [5][6] Group 3: Project Specifics - "万吉玖序" has a total of 370 units, with a current average transaction price of 11.5 million yuan per square meter and a sales rate of 48% [3] - The project "时光之境" has seen slower sales, with only 15% of its 432 units sold at an average price of 7.7 million yuan per square meter [6] - "中海朝阳ONE" has also faced challenges, achieving only a 10% sales rate since its launch, indicating potential issues with market acceptance [6]

Core Viewpoint - China State Construction's real estate business has been expanding against the trend, with significant growth in land acquisition and project development in Beijing, despite increasing competition in the new housing market [2][8]. Group 1: Land Acquisition and Market Position - China State Construction's subsidiary, China State Construction First Engineering Bureau, saw its real estate business grow nearly 180% last year [2]. - In 2023, China State Construction's real estate platform, Zhongjian Zhidi, acquired land in Beijing worth 13.3 billion yuan, a year-on-year increase of over 50% [2]. - The recent acquisition of the Huangshanmu Store land in Chaoyang District for 12.6 billion yuan set a new record for total land price in Chaoyang [3][6]. Group 2: Project Development and Product Offering - The Huangshanmu Store project will feature residential units ranging from 140 to 300 square meters, with a focus on improving living conditions [5]. - Zhongjian Zhidi has four product series, with the "Chen" series being the top-tier offering [5]. - The project is strategically located near major commercial areas and parks, which may enhance its market appeal [4][9]. Group 3: Sales Performance and Market Challenges - In 2024, Zhongjian Zhidi's real estate business achieved revenue of 15.29 billion yuan, a year-on-year increase of 179.6%, accounting for 9% of total revenue [9]. - Despite the strong sales performance, the new housing market in Beijing remains under pressure, with significant price reductions observed in some projects [11][12]. - The company is currently evaluating its customer acquisition and sales strategies for upcoming projects amid fierce competition [7][12].

Core Viewpoint - The real estate industry in China is undergoing significant adjustments, leading to intensified market reshuffling and the emergence of new market leaders [1] Group 1: Market Performance - In 2024, the total sales revenue of China's construction real estate business is projected to reach 421.9 billion, surpassing Poly Developments [2] - China State Construction's subsidiary, China State Construction Smart Land, has rapidly entered the 20 billion scale threshold in just five years, continuing to expand its presence in the Beijing market [4] - The Beijing project, Zhongjian Beijing Chenyuan, achieved sales of 61.5 billion on its opening day, indicating strong market demand [20] Group 2: Project Developments - China State Construction Smart Land has been actively acquiring land, including a recent joint purchase of the Huangshanmu Store site for 12.6 billion, betting on the Chaoyang district [5][7] - The company has launched four product series, with the Chenyuan series positioned as a top-tier offering, followed by the Fuyi series aimed at high-end quality improvements [7] - The project in Chaoyang has seen significant sales, with a total of 110 billion in transactions over 169 days, achieving an average contract price exceeding 110,000 [21] Group 3: Competitive Landscape - Despite its rapid growth, China State Construction Smart Land faces challenges, including insufficient project reserves and competition from established players like China Overseas, China Resources, and Poly [6][10] - The company is experiencing pressure from competitive projects in the vicinity, such as the Yuxi Garden, which has seen a price drop of nearly one million compared to last year's opening prices [9] Group 4: Strategic Expansion - Since its rebranding in 2020, China State Construction Smart Land has aggressively pursued land acquisitions, participating in nearly every land auction in Beijing [12] - The company has expanded its operations beyond Beijing, establishing a presence in the Yangtze River Delta and other regions, although its non-Beijing projects are currently limited [13] Group 5: Financial Insights - The company has significantly increased its land acquisition investments, spending approximately 8.5 billion in 2023 and 13.3 billion in 2024 [14] - The financial performance of projects varies, with some experiencing strong sales while others, like the Jinghua Guoxianfu, face challenges in sales due to restrictions on current sales [22][24]