拿地一周，能做些什么？北行两宗"929"成交，短短十几天，围挡竟然已经全面更新了，看来北行复兴，真的一刻也不想等了。 十天上围挡，北行"一秒也不想等"！ 9月29日，皇姑"官宣"北行-1、北行-2两宗地块顺利成交，至今短短十余天，地块的围挡竟然已经立起来了。 两宗地块此前长期保持净地状态，而中海此次"光速进场"，显示出其对项目规划已有充分准备。此前市场曾有消息称，该地块有望打造为"四代住宅"产 品。若消息属实，结合公开资料分析，未来项目很可能规划洋房或小高层产品。这意味着北行板块在多年等待后，或将迎来真正意义上的"城市更新"。 地块巴山路一侧的全新围挡已初具规模，目测高度约两米。其基座由地砖砌筑，并以水泥精细收边，呈现出整齐利落的视觉效果。金川江街一侧的围挡也 正在同步施工，虽未全部完成，但已见雏形，整体显得高大规整。 当然，这两宗地块对于北行乃至沈阳而言，远非"新增高端盘"如此简单。也许沈阳第三商圈的复兴，将以此正式拉开帷幕。 第三商圈，真的要回来了？ 事实上，北行-1、北行-2两宗地块的关注度不仅体现在开发企业的迅速行动上，也反映在区域居民的热切期待中。在地块成交后不久，已有不少"老皇 姑"纷纷打听具体规 ...

9月24日，南京今年规模最大一场土拍在波澜不惊中落幕：7宗涉宅用地均以底价成交，总成交金额 44.45亿元，全程未出现竞价争夺。 与上半年南部新城G07地块38轮竞价、鼓楼江汉东街地块89轮厮杀的场景形成鲜明对比。 本次出让的7宗地块覆盖江宁、栖霞、雨花台等多个区域，包含6宗宅地与1宗老年公寓用地，总出让面 积约31.8万平方米，规划建筑面积约43.5万平方米。 低容积率地块集中供应 从成交结果看，"零溢价"成为统一标签，最高总价地块为江宁方山G62地块，被南京市卓学置业（江宁 区国资）以9.3亿元底价收入囊中；仙林湖G64地块紧随其后，由南京智臻置业（南京市国资）底价9.08 亿元竞得。 此外，雨花人居森林G57地块由中建国际投资集团以7.2亿元摘得，成交楼面价12097元/平方米；栖霞山 G65地块由栖霞东麓开发建设摘得，成交总价6.24亿元，成交楼面价10203元/平方米；栖霞山G66地块同 样由栖霞西麓开发建设摘得，成交总价2.93亿元，成交楼面价10835元/平方米；江宁滨江G61地块由滨 盛置业摘得，成交总价6.31亿元，成交楼面价5501元/平方米；江宁汤山G63地块由泉乐地产摘得，成交 总价3 ...

Core Insights - The recent sale of a prime residential land in Changhua Town marks the first land supply in six years and the first low-density residential land auction since the price cap was lifted [1][3][8] - The developer, Hangzhou Hongyuan, is a new entrant in the market, established in June 2023, and is backed by a company with nearly 20 years of real estate development experience [1][8] - The land parcel has a floor price of 2,595 RMB per square meter and is located in a prime area with excellent scenic and living conditions [3][5] Land Characteristics - The Changhua land parcel has a low plot ratio of 1.15, allowing for the development of garden-style townhouses and courtyards, which differentiates it from previous projects in the area [7][8] - The total buildable area is nearly 70,000 square meters, with an estimated total of fewer than 280 housing units based on an average unit size of 250 square meters [7] Market Context - The local market is experiencing a rebound, with the developer expressing confidence in the timing, citing a market low as an opportunity for investment [8][12] - Changhua has a well-rounded infrastructure, including quality educational and medical facilities, which supports its residential market [5][10] Demographic and Economic Factors - Changhua's population is projected to grow, with an expected increase of 4,000 residents by the end of 2024, driven by industrial development in the region [12][14] - The urbanization rate in Lin'an is currently at 62.7%, indicating significant potential for future growth and demand for housing [14] Sales and Inventory Trends - The inventory cycle for residential properties in Lin'an has improved, with the average sales cycle decreasing from 47 months to 21 months, reflecting a healthier market [14][17] - Recent sales data shows strong performance in both new and second-hand markets, indicating a recovery in property values and buyer confidence [17]

Core Viewpoint - The Jinan real estate market is in an adjustment phase in the first half of 2025, with a total of 15 residential land transactions, indicating a shift towards high-quality products in response to changing market demands [1][2][10]. Group 1: Market Performance - In the first half of 2025, Jinan's new residential market saw a slight decline in both transaction volume and prices, with 20,423 new residential units sold, covering an area of 2.7414 million square meters, reflecting a small decrease compared to the same period last year [2][10]. - The land market remained relatively quiet, with only 5 out of 15 land transactions being sold at a premium, while the rest were sold at base or low premiums [2][10]. Group 2: New Developments - A significant number of new projects are set to enter the market in the second half of 2025, with nearly 20 new developments focusing on high-end improvement products, including various types such as small high-rise buildings, villas, and "four-generation homes" [5][6][10]. - Notable new projects include Vanke's Guanshan Yinxiu, Hisense Jun'an, and Zhongjian Yunqi Fenghua, which emphasize differentiated positioning and high-quality design [2][4]. Group 3: Product Characteristics - The new developments primarily target improvement-type products, with unit sizes starting from 140 square meters and prices ranging from 15,500 to 34,000 yuan per square meter [5][7]. - The "four-generation homes" are a prominent feature, with projects like Zhonghai Shiguang Zhijing offering high efficiency in usable space, with some units achieving a usable area rate of approximately 100% [7][9]. Group 4: Market Dynamics - The market is experiencing a clear differentiation in supply and demand, with high-end improvement products dominating new listings, while the sales performance does not fully align with this trend [10][11]. - The supply of affordable housing remains tight, as core areas are increasingly developed into small high-end projects, leading to a decrease in the availability of larger affordable communities [11].

Core Viewpoint - The "2025 Mid-Year China Real Estate Product Evaluation" has officially entered the project display phase, with the initial shortlisted projects announced on June 3, 2023. The evaluation will combine expert reviews and online voting to determine the top projects in various categories [1]. Group 1: High-End Projects - The high-end shortlisted projects include "Guangzhou Yuexiu·Huafa Pazhou·Yue" which emphasizes a blend of urban and natural landscapes [1]. - "Shanghai Yuexiu·Bund Yue" is noted for its modern architectural style and is categorized as a contemporary masterpiece [2]. Group 2: Light Luxury Projects - The light luxury shortlisted project "Beijing China Merchants Sequence" aims to redefine improved living standards in Beijing [3]. - "Chengdu China Merchants Jincheng Sequence" features a unique landscape design inspired by the Sichuan region [5]. Group 3: Quality Projects - The quality shortlisted project "Shanghai Poly Hongqiao Hezhu" is characterized by its modern design and urban lifestyle appeal [8]. - "Shenzhen China State Construction Yipin·Hubei Cultural Tourism·Pengchen Yunzhu" is another high-rise residential project that reflects modern architectural trends [9]. Group 4: Evaluation Process - The evaluation process for the 2025 China Real Estate Product Evaluation has been ongoing since April, with a focus on enhancing industry product strength and meeting customer needs [11][12]. - The final awards for the top ten projects and the "Best House in China" will be announced at the end of June 2023 [11].