什么是次生灾害？就是在经历一次大震荡之后依然持续不断的余震。这样的余震虽然看上去没有第一次 来得那么明显，但是也持续不断地带来漫长的影响。 但是当行业供不应求的情况发生了变化，当客户买房周期被拉长，当房产竞争压力激增之后，很明显这 样的能力已然不适用，也不再被需要。而转念去找寻懂产品的第三方，却发现行业内却没有这样的供 给：老乙方生存艰难更别说转型，新乙方尚未想要进入地产。 02 当然，所谓乙方的存在，本质上是为甲方做坚定不移的执行的。之所以会有这样的鸿沟，几乎源于行业 整体的转型。 此时此刻的房地产市场也是如此。很多人以为，房地产最大的一次影响是两三年前，带来的冲击是企业 暴雷，半数地产人被淘汰。而2026将至，看上去不再有新的企业暴雷，但是依然在运营中的组织架构、 事业体，此时却开始暴露出一个巨大的能力短板。 01 最开始和我吐槽的是一个项目的操盘手。他表达的一个主要内核是：目前在市面上他找不到满意的广告 公司。 对于地产广告公司，我们剔除执行层面的苦力活，在专业维度，几乎所有的地产广告擅长做两件事：一 种是围绕着土地挖掘故事、找寻亮点以及制造概念——这种几乎成为了主旋律，大量的故事线表达都是 基于地段作 ...

城市发展翻开高质量进阶的新篇，每一宗土地的出让，都孕育着区域功能焕新与价值生长的期待。 潮新闻客户端 记者 郑青青 通讯员 万雪丽 李健怡 这些案例不仅为2025年的土地市场圆满收官，更扎实印证了创新性改善型产品穿越周期的价值确定性。 循着这条清晰的价值主线，行业的关注已前瞻性地投向未来：2026年，宁波的价值新焦点将落于何处？ 地块汇总表 1、甬江实验片区：1宗涉宅地，锚定产城融合高地 回望2025年，宁波的涉宅用地供应在持续收紧的态势下，结构上已显著向高品质试点地块（俗称"四代宅"）倾斜。这一策略清晰地彰显了宁波的发展雄心： 通过精准化土地供应调控，推动开发模式转型升级，全力将宁波打造为高品质居住的标杆区域。 ZH06-01-37-02 （甬江实验室A10）1宗地块，地处宁波市级重点打造的甬江实验室片区。目前该片区产城规模已初步显现，综合配套日趋完善，尤其在教育 资源供给与轨交出行方面优势突出，为地块注入强价值支撑。 市场的回应积极而明确。下半年多个四代宅项目入市并取得亮眼数据：高新区绿城·凤栖云庐首开去化约88%；海曙区建发·瑞云首开去化近8成；江北区保亿 ·姚江润园首开成交额超3亿元。 A10地块为纯 ...

"您这房子建筑面积100平，我们实际交付的使用面积能到140平，得房率绝对超过100%。"这样的销售话术，在2025年的楼市中，在很多城市几乎已成为 常规。 如今，没有赠送面积的项目，根本上不了牌桌。飘窗、阳台、露台是普通手段，而当前送面积最多的，已经集中体现在"四代宅"上。 "四代宅"的面积赠送，俨然成为开发商之间的一场竞赛——你送20%，我就送30%；你送30%，我就加码送40%。我统计了一下西安近三年的四代宅产品 赠送率，直观能看到附赠率越来越高。到了今年，实得率全部超过100%。 | | 项目 | 附贈率 | 得房率 | 露台进深 | | --- | --- | --- | --- | --- | | 2022年 | 金地玖峯悦 | 6.02% | 91% | 1.5m | | | 华润紫云府 | 4.52% | 85% | 1.5m | | 2023年 | 绿城海棠一草 | 18. 60% | 96% | 3.3m | | | 龙翔奥城云越 | 5. 35% | 97% | 2. 22m | | | 龙翔奥城云玺 | 28. 46% | 112% | 2. 15m | | | 能建长誉府 | 14. ...

以下文章来源于真叫卢俊 ，作者真叫卢俊团队 真叫卢俊 . 认认真真聊地产，实实在在谈买房。 本文来自微信公众号： 真叫卢俊 ，作者：有漾，原文标题：《「附赠率」不该也不能成为主旋 律》，题图来自：AI生成 "您这房子建筑面积100平，我们实际交付的使用面积能到140平，得房率绝对超过100%。"这样的销 售话术，在2025年的楼市中在很多城市几乎成为常规。 现在没有赠送面积的项目根本上不了牌桌，飘窗、阳台、露台是普通手段，其中送面积最多的已经 是"四代宅"。 "四代宅"的面积赠送是一种开发商的竞赛： 你送20%，我就送30%；你送30%，我就加码送40%。 我统计了一下西安近三年的四代宅产品赠送率，直观能看到附赠率越来越高。到了今年， 实得率全 部超过100%。 | | 项目 | 附赠率 | 得房率 | 露台进深 | | --- | --- | --- | --- | --- | | 2022年 | 金地玖峯悦 | 6.02% | 91% | 1.5m | | | 华润紫云府 | 4.52% | 85% | 1.5m | | 2023年 | 绿城海棠三章 | 18. 60% | 96% | 3.3m | | ...

Core Viewpoint - The real estate market in October showed a general decline in transaction volume and supply, with a notable drop in the average sales rate across 30 key cities, indicating a cooling market trend [2][4]. Market Performance - The average sales rate for new homes in 30 key cities fell to 34% in October, down 6 percentage points month-on-month and 4 percentage points year-on-year [4]. - Major cities like Beijing, Shanghai, Guangzhou, and Shenzhen experienced a steady decline in market heat, with Guangzhou's sales rate dropping to 10% in October [4][5]. - Cities such as Suzhou, Hefei, and Nanjing showed signs of weak recovery, with month-on-month increases in sales rates, while cities like Fuzhou and Qingdao remained sluggish with sales rates below 20% [4]. Project Characteristics - High-quality projects with strong product features, particularly those aligned with government initiatives for safe and comfortable housing, have been performing well [8]. - In Wuhan, new projects accounted for 90% of the launches in October, achieving a first-day sales rate of 32%, compared to just 6% for older projects [8]. - Notable high-performing projects include Tianjin Longyao City Fengming and Chengdu Dongcheng Jinmao Xiaomao, both achieving 100% sales rates [9]. Market Segmentation - There is increasing differentiation among projects, with some achieving high sales rates while others struggle. For example, in Guangzhou, new projects saw a drop in sales rates from 25% in September to 10% in October [11]. - Specific projects in the same district can have vastly different sales performances, highlighting the importance of timing and marketing strategies [13]. Impact of Amenities - Strong supporting facilities, particularly educational resources, have become crucial in driving sales, with school district properties seeing significant demand [17][21]. - Projects like Tianjin Jiantou Aoti and Changsha Zhongjian Boci have leveraged their prime locations and amenities to achieve high sales rates [21]. Pricing Strategies - In weaker markets, some projects have resorted to price reductions and promotional strategies to boost sales. For instance, in Xi'an, discounts were increased to stimulate demand [22]. - In Suzhou, many top-selling projects were driven by high cost-performance ratios or aggressive pricing strategies [22]. Future Outlook - The expectation for November indicates continued low transaction volumes, with potential further declines in sales rates due to high comparative bases from last year [26]. - Differentiation among cities and projects is expected to persist, with core cities facing downward pressure while some second-tier cities may continue to show signs of recovery [26].

Company Developments - CIFI Construction Management expanded its projects by 17 in Q3 2025 [1] - New Town Construction Management signed contracts for over 5.7 million square meters in Q3 2025 [1] - CIFI Construction Management won the bid for the "Fourth Generation Residential" project in Foshan [1] - Longfor's Longzhizao signed a contract with Yiyun Group to set a new benchmark for luxury housing in the Bay Area [1] - Greentown Management delivered over ten projects in Q3, including Wuhan Liuchan Chunxiao [1][6] Industry Trends - Greentown Management's new project management fees reached approximately 5 billion yuan in the first half of the year [14] - CIFI Construction Management initiated its first "Fourth Generation Residential" project in Dalian [14] - The first comprehensive capability evaluation standard for construction management companies was released [14] - Jindi Management published the "Client Service White Paper 2.0" [14] - Yuanyang Construction Management's Dalian Huannan Hui project saw strong sales [14]

Core Insights - The new housing market is experiencing a steady recovery in demand and supply, particularly in major cities like Beijing, Shanghai, Chengdu, and Hangzhou, while second-hand housing transactions continue to show a slight decline [1][2][3] - The land market is also witnessing a cyclical rebound in transaction volume [1] Market Performance - In September 2025, the average sales absorption rate for new launches in 30 key cities was 39%, a slight decrease of 3 percentage points from August but an increase of 10 percentage points year-on-year [2][3] - The market remains stable at a high level, with varying performance across different cities [2][3] City-Specific Trends - Chengdu had the highest absorption rate at 76%, followed by Changsha at 72%, and both Hangzhou and Xiamen at 67% [6] - Cities like Shanghai, Chengdu, and Hangzhou saw a slight decline in absorption rates but maintained above 40% [6] - In contrast, cities such as Nanjing, Kunming, and Jinan reported absorption rates below 20%, indicating a continued sluggish market [6] Project Performance - New regulations and high-quality projects are driving sales, with significant absorption rates for new launches in cities like Wuhan and Chengdu [8] - Notable projects achieving 100% absorption rates include Chengdu's招商锦城序 and 南京金基屿樾府 [9] Luxury Market Insights - The luxury market in Shanghai and Hangzhou is seeing increased activity, with high-end projects like 金陵华庭 achieving remarkable sales figures [10][11] - The market for luxury properties is not uniformly strong, as only projects with prime locations and superior quality are maintaining high sales rates [16] Discount Strategies - In weaker second-tier cities like Xi'an, Suzhou, and Zhengzhou, developers are employing discount strategies and enhanced commission structures to boost sales [14][15] Future Outlook - The new housing transaction volume is expected to remain low, with potential year-on-year declines due to high base effects from the previous year [14] - Market differentiation is likely to continue, with core cities maintaining high activity levels while others may struggle with low absorption rates [16]

Core Viewpoint - The absolute volume of new home transactions is expected to remain at a low level, with the possibility of further expansion in the year-on-year decline due to a high base from October last year. The differentiation between cities and projects will continue to intensify [1][29]. Market Performance - In September, the new home market saw steady supply and demand during the "Golden September" marketing season, with a slight month-on-month decrease in project sales rates, but a year-on-year increase, maintaining high volatility [3][5]. - The average sales rate for new homes in 30 key cities in September was 39%, a slight decrease of 3 percentage points month-on-month but an increase of 10 percentage points year-on-year [5][4]. City-Specific Trends - Cities such as Beijing, Chengdu, Xiamen, Changsha, and Hangzhou had sales rates exceeding 60%, while cities like Nanjing, Kunming, and Jinan had rates below 20%, indicating a continued low market performance [7][8]. - The sales rates for new projects in Wuhan showed a strong performance, with new regulation projects achieving a first-day sales rate of 40%, while traditional projects lagged significantly [9][13]. High-End Market Dynamics - The introduction of high-end luxury properties in cities like Shanghai and Hangzhou has led to increased market activity, with some projects experiencing a "buy more as prices rise" phenomenon [14][15]. - Notable luxury projects in Shanghai, such as Jinling Huating, achieved record sales, with the second phase selling out quickly and generating over 98 billion yuan in sales [19]. Price Adjustment Strategies - In weaker second-tier cities like Xi'an, Suzhou, and Zhengzhou, some projects have adopted price reduction strategies to boost sales, with significant discounts leading to improved sales performance [24][25][26]. - Projects in Fuzhou have also seen notable sales increases due to price adjustments, demonstrating the effectiveness of "price for volume" strategies [26]. Future Outlook - Looking ahead to October, the absolute volume of new home transactions is likely to continue at low levels, with potential for further year-on-year declines. Differentiation among cities and projects is expected to persist, with core cities maintaining high market activity while others may struggle [29].

Core Viewpoint - The real estate market in Qingdao, a coastal city in Shandong Province, has shown unexpected recovery during the "Golden September and Silver October" period, with new home transaction volumes increasing due to developer discounts and price reductions [3][6][12]. Market Performance - During the National Day holiday, Qingdao's new home transaction area increased by 10% year-on-year, making it one of the few second-tier cities to see such growth [3][6]. - In the first nine months of 2025, Qingdao's new home transactions totaled 47,825 units, with a total transaction value of 82.594 billion yuan, reflecting a year-on-year decline of 4.64% and 5.04% respectively [10]. Factors Driving Recovery - The recovery in Qingdao's real estate market is attributed to several factors, including the launch of new projects and discounts offered by developers, which have stimulated demand [8][12]. - The city aims to become a "healthcare city," with plans to establish high-quality health living areas and international health tourism destinations by 2027 [6]. Buyer Trends - The majority of new home buyers in Qingdao are looking for improvements in their living conditions, with nearly 80% of buyers focusing on upgrading their homes [8][11]. - The introduction of fourth-generation residential projects has attracted many buyers, indicating a shift towards more innovative and comfortable living spaces [8][13]. Price Dynamics - The second-hand housing market in Qingdao has seen a decrease in prices, with a year-on-year decline of 5% as of August, while new home prices have also been influenced by promotional activities [10][12]. - The overall price adjustment in Qingdao has made housing more attractive, with a reported 30% reduction from peak prices, enhancing the perceived value for buyers [13]. Future Outlook - Industry experts believe that while there is potential demand reflected in the recent monthly data increases, the overall market is still in a recovery phase [14]. - Various favorable policies, including purchase subsidies, are expected to continue lowering barriers for buyers and stimulating market activity [14].

Core Viewpoint - This year marks a significant improvement in the "product strength" of the Qingdao real estate market, with a notable increase in new home transactions during the traditional peak season of "Golden September and Silver October" [1][6]. Market Performance - During the National Day holiday, Qingdao's new home transaction area increased by 10% year-on-year, making it one of the few second-tier cities to see a rise in new home registrations [1][3]. - In the first nine months of 2025, Qingdao's new home sales totaled 47,825 units, with a total transaction value of 82.594 billion yuan, reflecting a year-on-year decline of 4.64% and 5.04% respectively [7]. Factors Driving Sales - The increase in transactions is attributed to developers offering discounts, with prices for new homes dropping from an average of 18,000 yuan per square meter to around 16,000 yuan [1][9]. - The introduction of new projects and products in hot areas of Qingdao during August and September has activated some demand, with a significant portion of buyers focusing on improving their living conditions [6][11]. Product Development - Developers are focusing on creating high-quality housing, with new projects leaning towards innovative designs such as "fourth-generation" homes, which have a higher effective area ratio [6][10]. - The market is seeing a trend towards larger, high-end units, with a notable emphasis on "zero public area" offerings, enhancing the perceived value for buyers [10]. Future Outlook - Industry experts believe that while there is a potential demand reflected in the monthly data increases, the overall market is still in a recovery phase [11]. - Various favorable policies, including purchase subsidies, are being introduced to lower entry barriers for buyers, which may stimulate demand further [11].