这一系列举措释放出明确信号：房地产行业正迈入以好房子为核心导向的高质量发展阶段。 中指研究院分析指出，这体现了中央对房地产的重视，也为行业锚定了高质量发展的方向。在即将到来的"十五五"时期，加快好房子建设、推动城市更新与 存量盘活，有望成为行业高质量发展的三大主线。 在行业进入信任重建的新周期后，房企的竞争逻辑也被重新定义。从讲故事到看兑现。谁能真正把产品造好、交付到位、服务落地，谁就能在市场分化中脱 颖而出。 在这一趋势下，一批注重产品兑现与品质持续迭代的高品质项目，正成为好房子概念的具象表达。在上海，缦云上海代表新盘兑现力，从建筑之美延伸至生 活之实；古北99则代表焕新力，从老盘更新走向生活运营。一个兑现未来，一个兑现现在，共同构成了合生好房子体系的现实注脚。 从建筑兑现到生活兑现，缦云上海让好房子落地可见 在好房子建设的语境中，缦云上海是兑现力的注脚。 项目位于杨浦滨江板块，总建筑面积约88万平方米，涵盖住宅、商业、风貌保护建筑及办公空间。入市三年以来，缦云上海以260亿销售额成为近2年上海一 线滨江销售冠军，赢得近千户客户的认可与青睐。 缦云外立面采用大面积铝板，配合香槟金属边框与玻璃幕墙，营造出现代 ...

Core Insights - The real estate market in Shanghai shows resilience, with new home prices experiencing a seasonal decline but at a slower rate compared to the previous year, indicating a narrowing year-on-year decline [1] - In July 2025, the average sales price of new residential properties in first-tier cities decreased by 0.2% month-on-month and 1.1% year-on-year, while Shanghai's prices increased by 0.3% month-on-month and 6.1% year-on-year [1][11] - The average transaction price of new homes in Shanghai for the first seven months of 2025 was 80,800 yuan per square meter, reflecting a 5% increase from 2024 [2][11] Market Performance - The price increase in Shanghai is driven by strong performance in key districts such as Xuhui, Huangpu, and Pudong, with Pudong experiencing the highest price increase of 22% [2][11] - Specific districts like Xuhui Longhua and Huangpu Yuyuan have shown significant price appreciation, with Xuhui Longhua's prices increasing over 30% compared to 2024 [4][11] Project-Level Insights - High-end projects in core areas are supporting price increases, with luxury new launches maintaining price growth of over 10% [6][11] - Notable projects such as "Hai Shang Qing He Xi" and "Poly Expo Tianyue" have seen substantial price increases, contributing to the overall market strength [6][7] Peripheral Market Trends - Some projects in peripheral areas, like Jinshan New Town and Pudong Lingang New Town, have also seen price increases due to product advantages, with certain projects achieving over 10% price growth compared to 2024 [9][10][11] - Overall, the Shanghai new home market is expected to continue its upward trend, although the rate of increase may slow down [11]