嘉佰道·徐汇

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上海徐汇地王,鸡缸杯大佬要入局?
3 6 Ke· 2025-07-29 02:07
一时间,不少评论认为,富二代叶家姐妹是要自建顶豪留做家族传承。毕竟地块很迷你,按套均400- 500平算,也就10多套别墅。牺牲点容积率(审批能过的话),造出私密性拉满的真正合院,也不是不 行。 路数对这个"自住传承说"不抬杠。但要说叶家想怎么盖就怎么盖,那就有点带节奏和夸张了。规划方案 是要报批的。 祺祥旺宇拿地后,有些报道冠以"浙江台州富婆"称号。路数认为不准确。因为在叶华彪为数不多的公开 报道里,他提到过女儿并不在台州长大。 不过,这些都不是重点。路数的好奇点在于,这事还缺个配角,这样故事逻辑线才会更完整连贯。先来 说结论:如果让宸嘉参与到这块地来,也不是没可能。 这块地开发难度很高。地货比算下来,单价至少要到35万+。这也是为什么路数凭直觉认为只能是祺祥 旺宇去拿。而招商+徐房、中海纯属陪跑,主打"重在参与"表忠心。 一家制造业企业,初入地产圈就敢在上海核心区挑战高难度的风貌别墅。它除非是自虐,否则更合理的 剧本应该是:引入代建方或者小股操盘方。 还有一点,但凡做过风貌的地产公司,旗下代建平台未必对这块地有兴趣。 路数发现,在叶家一众公司里,有两家公司很特殊:上海楹嘉置业有限公司和上海瑾舒汽车科技有限 ...
地王光环 | 宸嘉发展:险资托举的高光与暗涌
Sou Hu Cai Jing· 2025-06-05 21:58
Core Viewpoint - The recent acquisition of the S030501 unit N06-22 land parcel in Xuhui Longhua by a relatively new company, Chenjia Development, for 4.382 billion yuan, with a premium rate of 40%, raises questions about the company's rapid success in a competitive market dominated by established players [1][2]. Group 1: Company Background - Chenjia Development, established in 2020, has quickly made a name for itself in the Shanghai real estate market, securing multiple high-profile land parcels within a short span [2][3]. - The company’s management team includes former executives from China Overseas Land & Investment, indicating a strategic advantage through experienced leadership [5][6]. Group 2: Market Position and Strategy - The Xuhui Longhua land parcel is strategically located in the city center, surrounded by commercial and educational facilities, making it an attractive investment opportunity [2]. - Chenjia Development's project plan for the Xuhui Longhua site includes a mix of residential types, which is expected to enhance profitability, reflecting a strategic approach similar to that of its predecessor, China Overseas [6]. Group 3: Financial Backing - The controlling shareholder of Chenjia Development is Liu Yiqian, the owner of Guohua Life Insurance, which has significant investments in the real estate sector, providing a financial cushion for the company [7][8]. - Guohua Life has a history of investing in various real estate projects, indicating a robust financial backing for Chenjia Development's future endeavors [9]. Group 4: Industry Context - The competitive landscape in Shanghai's real estate market is intense, with established players like China Overseas and China Merchants facing challenges from newer entrants like Chenjia Development [1][2]. - The recent financial struggles of Guohua Life, including significant losses reported in 2023 and 2024, could potentially impact Chenjia Development's operations and growth strategy in the real estate sector [10][11].