产品定位上，京投发展森与天成以森系为标签，打造四重园林的低密洋房社区。1.04容积率、约14万方 的绿量、洋房属性、北侧约9.2万方的公园、高品质会所，以及盖上呼应花园城市建设打造的空中花园 体验，均为改善定制。 日前，以"城市向上 丰台向'新'"为主题的2025北京花园城市生态文化住区高质量发展论坛在南苑森林湿 地公园举办。论坛现场，京投发展森与天成与建发金茂·观宸两项目共同发起2025北京花园城市生态文 化住区共建计划。 中国房地产业协会监事长、北京房地产业协会副会长陈志表示，北京城南行动计划已进行四轮，成效显 著，产业势能大幅提升，北京发展今后更多向南看。 区域全面焕新进程中，居住升级是重要一环。京投发展森与天成项目营销总监盛男表示，南苑新宫板块 有产业带动、配套加持、交通便利以及南苑森林湿地公园的生态优势。 建发金茂·观宸营销负责人孙朝杰表示，南苑片区宜居优势明显，加上建发对地脉文化挖掘，宜居+文化 共鸣深受客户关注。 建发金茂·观宸是建发房产风雅宋韵产品在京开山之作，园林融合当地山水元素和宋代《西园雅集图》 意境，再现皇家规制与美学意趣，地标级大门、四向铝板为主的立面、九亭八水宋画园林、双会所奢享 ...

Core Insights - The South Yuan area is transforming into a high-energy sector that combines ecological culture and modern urban vitality, driven by urban planning initiatives such as the South Axis and the Capital Business District [1][5][6] - A forum titled "City Upward, Fengtai Towards 'New'" was held to discuss the development of high-quality ecological cultural residential areas, leading to the initiation of the 2025 Beijing Garden City Ecological Cultural Residential Co-construction Plan [1][7] Group 1: Ecological and Cultural Significance - Historically, South Yuan served as a royal hunting ground and has deep cultural roots, which are now being leveraged in urban planning [3][5] - The South Yuan Forest Wetland Park, covering an area of 17.5 square kilometers, is a key ecological feature, acting as the "green lung" of the city [5][6] - The area is designated as one of the fifteen exemplary demonstration areas in the "Beijing Garden City Special Plan (2023-2035)," aiming to create a harmonious landscape and a national-level museum cluster [5][6] Group 2: Strategic Location and Development Plans - South Yuan is strategically located along the South Axis, adjacent to the South Fourth Ring Road, enhancing its value as a key aggregation area [5][6] - The area benefits from various planning advantages, including the implementation of the South Action Plan, urban renewal, and the opening of the Daxing International Airport [6][8] - The region is well-connected by major transportation routes and features a dual-track transit-oriented development (TOD) model, facilitating access to key urban centers [6][8] Group 3: Residential Development and Market Trends - The South Yuan area is becoming a preferred choice for residential upgrades, attracting developers to invest in improving living conditions [8][12] - The "2025 Beijing Garden City Ecological Cultural Residential Co-construction Plan" aims to set a benchmark for garden city development [7][12] - Recent policy optimizations in Beijing's housing market have led to increased transaction volumes and visitor numbers for projects in the area, indicating a positive market trend [12]

Core Viewpoint - The successful sale of a residential land plot in Beijing's Fengtai district by a consortium of Jianfa Real Estate and China Jinmao for 2.08 billion yuan reflects the ongoing interest and potential in the Fengtai real estate market, particularly in the Xingu area, despite previous challenges in land sales and inventory issues [1][2][4]. Group 1: Land Sale Details - The sold plot, designated as NY-030 (South District) -02, has a land area of 25,900 square meters and a floor area of approximately 51,800 square meters, with a starting price of about 2.08 billion yuan, translating to a starting floor price of approximately 40,159 yuan per square meter [3][4]. - This plot is part of a "recycled" land project that was previously put on hold due to high inventory levels in the Fengtai area, indicating a strategic adjustment in land sales to ensure successful transactions [2][3]. Group 2: Market Context and Implications - The Fengtai area has seen a significant increase in new residential projects, with Jianfa's previous project, Jianfa Jinmao·Guanchen, achieving a nearly 40% sales rate within three months of its launch [1][5]. - The successful sale of the 02 plot is expected to enhance the overall development and resource integration in the area, with potential plans for further development on adjacent plots [6]. Group 3: Future Prospects - The completion of this land sale aligns with the typical cycle from land acquisition to project launch, suggesting that the Fengtai district government is effectively managing market supply [5][6]. - The consortium's strategy may involve creating differentiated products and targeting specific customer segments to maximize the value of their developments in the competitive Fengtai market [6].

Core Viewpoint - The recent acquisition of the NY-030-02 land parcel by the joint venture of Jianfa and Jinmao for 2.08 billion yuan indicates a strong belief in the area's development potential and land value, likely leading to the creation of a second phase of the Jianfa Jinmao Guancheng project [1][4]. Group 1: Land Acquisition and Development - The NY-030-02 land parcel has a planned construction area of approximately 51,800 square meters and is designated for R2 residential use [4]. - The land is strategically located between the fourth and fifth ring roads in Fengtai District, close to the New Palace subway station, enhancing its accessibility [4]. - The successful sale of the NY-030-02 land is expected to align with the typical cycle from land acquisition to project launch, reflecting the local government's strategy in managing market supply [4][6]. Group 2: Market Performance and Strategy - Jianfa's first project in the New Palace area, Jianfa Jingyuan, received its pre-sale permit in March 2023 and has nearly sold out, demonstrating strong market performance [5]. - The success of Jianfa Jingyuan is attributed to its quality delivery and the area's existing transportation and commercial infrastructure, which enhances the overall living environment [5]. - The deep cultivation strategy employed by Jianfa in the region is expected to create a "red plate effect," attracting more homebuyers and facilitating faster sales for new projects [6]. Group 3: Future Prospects - The acquisition of the NY-030-02 land may lead to the integration of the NY-030 (North District) land parcel, allowing Jianfa to enhance overall development and resource integration in the area [6]. - This strategy could help control development pace and improve regional value, further solidifying Jianfa's presence in the market [6].

Group 1 - China Jinmao has increased land acquisition efforts in core cities since Q4 of last year, with a focus on Beijing as a key market [2][9] - The company has completed the acquisition of a 36% stake in Beijing Zhaoxing Real Estate Development Co., Ltd., which is involved in the Beijing Fengtai Xingu project [3][5] - The project site was previously auctioned for a total price of 2.4345 billion yuan with a premium rate of 0.1% [3][6] Group 2 - The project site was initially listed with an area of 53,900 square meters and a starting price of 5.2 billion yuan, but was later adjusted to 30,400 square meters and a starting price of 2.432 billion yuan [7] - The project, named Jianfa Jinmao·Guanchen, consists of 11 residential buildings with 479 units, targeting the improvement housing demand in the area [8] - In March, the project obtained a pre-sale permit for 457 units, achieving a sales completion rate of approximately 45% with total sales of 2.243 billion yuan [8][9] Group 3 - China Jinmao's sales data for March indicates a signed sales amount of 7.191 billion yuan, with a total of 18.302 billion yuan in signed sales for the first three months of the year [9] - The company has restructured its organizational framework to enhance decision-making efficiency, transitioning from a three-tier to a two-tier management structure [9]