又又又又！那边厢奇槎土拍的余温还在，这边厢东平云谷又有地块摘牌了！ 11月24日，佛山市禅城区兴瀚置业开发有限公司以94360万元斩获了位于禅城区原镇中路南侧、次九路北侧一宗占地逾4.5万㎡商住地，折合楼面价约7420 元/㎡。 隔壁四代宅地块将于2026年入市值得一提的是，宗地的东侧地块正是于2024年10月成交的禅城首个四代宅项目，宗地占地超3.59万㎡，折合楼面价约8500 元/㎡。最新消息指出，该项目预计年内动工，2026年入市。按照规划，该项目暂定8栋住宅，共674套住宅，以2T2、2T3为主，主打建面约126-188㎡全四 房改善户型，全户型配备约6米挑高空中花园，使用率超121%。 宗地可南向望江 从宗地所在位置来看，地块就位于石湾街道，佛山大道西侧位置，北靠美陶湾板块，就在东平河水轴线重要节点之一的星耀石湾片区内。 地块整体平整方正，位于佛山大道以西片区，北邻华达建材城、居然之家，南侧距离佛山青年公园仅约200米，距离佛山地铁2号线沙岗站约1公里。 按照片区最新的规划，宗地北侧还将规划一所36班的小学，同时南侧将新增规划两宗商服地。 将规划第四代住宅 根据出让文件显示，宗地总占地面积45417 ...

Summary of Key Points from the Conference Call Industry Overview - The conference call discusses the real estate industry in China, specifically focusing on the performance of the top 100 real estate companies in June 2025 and the first half of the year [1][2]. Core Insights and Arguments - **Sales Performance**: In June 2025, the top 100 real estate companies recorded a sales amount of approximately 338.9 billion yuan, reflecting a month-on-month increase of 14.7% but a year-on-year decline of 22.8%. For the first half of 2025, the sales amount decreased by 10.8% compared to the previous year [2][3]. - **Market Trends**: The overall market continues to show signs of stabilization and low-level fluctuations, with transaction volumes at a seven-year low. The average opening sales rate in 30 key cities was about 42%, indicating a weak recovery trend despite low absolute volumes [1][14]. - **Supply Constraints**: The supply of new properties remains critically low, with a 4% month-on-month decrease and a 28% year-on-year decrease in June 2025. This marks the lowest supply level in nearly seven years, with first-tier cities experiencing significant shortages [1][6][7]. - **Performance of Leading Companies**: Major state-owned enterprises like China Overseas, China Resources, and China Merchants showed strong month-on-month growth, exceeding 24%, primarily due to sales of high-end projects in core and first-tier cities [5][22]. - **Land Market Activity**: The land transaction area and amount increased by 54% and 89% month-on-month in June, respectively, with an average premium rate of about 4.2%. However, investments from private enterprises are focused on low-cost land parcels [4][22]. Additional Important Insights - **Second-Hand Housing Market**: The second-hand housing market showed resilience, with a cumulative year-on-year growth of 12% in the first half of 2025. First-tier cities like Shanghai and Shenzhen saw significant increases of 22% and 35%, respectively [18][19]. - **Price Trends**: The price fluctuations in the second-hand housing market are stabilizing, with over 40% of neighborhoods experiencing price increases. The premium space has narrowed to 15.4%, indicating a convergence in price expectations between buyers and sellers [19][20]. - **Future Sales Predictions**: The real estate sales in the second half of 2025 are expected to remain stable, with potential for a slight recovery in demand. However, significant policy changes are not anticipated in the short term [23][24][26]. - **Policy Outlook**: There is limited expectation for major demand-side policy stimuli in the near future, with current policies primarily focused on structural changes in new housing supply and inventory reduction measures [24][26][27]. This summary encapsulates the key points discussed in the conference call, providing a comprehensive overview of the current state and future outlook of the real estate industry in China.