千年之前，谁能代表世界？非华夏大宋莫属。 "八荒争凑、万国咸通、花光满路，箫鼓喧空"，盛世大宋堪称彼时全球唯一的经济中心。 而更被人称颂的是，是它居于世界之巅的文明：天真质朴的宋瓷、淡墨氤氲的宋画，以及茶艺、诗词、挂画、焚香……它们都化作丝缕之间的"风雅宋 韵"，传颂至今。 千年之后，一场寻脉千年宋韵的文化雅集——"风雅颂 新观宸"，在建发金茂·观宸开启。知名宋代历史研究学者吴钩老师以《风雅宋：原来宋朝那么潮》 的主题分享，带领京华大众，走进一个富有现代气息的宋代潮流生活，在生动的宋画、精致的宋瓷和烟火繁华中，共同品味宋代文化的巅峰之美。 活动现场 随后的沙龙环节，吴钩老师和36氪未来城市实验室主理人李欣悦女士，以及观宸项目营销负责人孙朝杰先生，与现场观众一起探讨宋风宋韵如何在现代生 活中传承，让"风雅"从遥远的文化符号，变成触手可及的生活日常。 而当我们视野将转到北京南四环城央，忽然发现，一幅蕴藏千年风雅的宋韵生活画卷，正徐徐展开。 01、从文人士子到市井的"雅俗共赏" 民国大师陈寅恪曾言：华夏民族之文化，历数千载之演进，造极于赵宋之世。 开封清明上河园（图源：清明上河园官方微信） 宋朝，之所以高居五千年华 ...

Group 1 - The traditional sales peak season "Golden September and Silver October" has arrived, with developers actively preparing for new project launches and sales events [1][4] - In Shanghai, the first batch of pre-sale permits in September has a total supply area of 139,000 square meters and a total value of approximately 8.31 billion yuan, covering multiple hot areas [1][6] - In Beijing, the new housing policy has led to a noticeable increase in sales, particularly among clients who were previously hesitant, with some projects seeing sales volumes double [2][4] Group 2 - In Chengdu, over 1,500 new homes are expected to enter the market in September, with several notable projects being launched [7][8] - The luxury market in Shanghai remains strong, with the highest recorded new home price reaching 326,800 yuan per square meter [4][6] - In Shenzhen, the relaxation of purchase restrictions has significantly increased both the number of property viewings and sales, with a reported 30% increase in viewings and a 60% increase in sales volume following the new policy [9][10]

Core Insights - The traditional sales peak season "Golden September and Silver October" has arrived, with developers actively preparing for increased sales opportunities [2][5][12] - New housing policies have positively impacted market sentiment, leading to increased buyer interest and sales in various cities [4][6][12] Group 1: Market Activity - In Shanghai, the first batch of pre-sale permits in September totaled 139,000 square meters with a total value of approximately 8.31 billion yuan, covering multiple hot districts [2][9] - In Beijing, new housing policy implementation has resulted in a three-week consecutive increase in new home registrations, indicating a positive market response [4][5] - In Shenzhen, the first weekend after the new policy saw a 48% increase in property visits and a 60% increase in sales volume [12] Group 2: Developer Strategies - Developers are leveraging the "Golden September and Silver October" period to launch promotional campaigns, such as Vanke's "2025 Golden Autumn Quality Housing Festival" [11] - In Shanghai, the housing authority's direct promotion of new projects has led to increased buyer engagement, particularly in areas outside the city center [6][9] - In Beijing, developers are focusing on projects located in the outer ring, where the new policies have opened up opportunities for previously hesitant buyers [5][12] Group 3: Regional Highlights - Chengdu is expecting over 1,500 new homes to enter the market in September, with several notable projects set to launch [10][11] - In Shenzhen, the easing of purchase restrictions has allowed previously excluded buyers to enter the market, significantly boosting both viewings and sales [12] - The luxury market in Shanghai remains robust, with the Jinling Huating project setting a new record for new home prices at 326,800 yuan per square meter [7][9]

Group 1 - The traditional sales peak season "Golden September and Silver October" has arrived, with developers gearing up for increased activity in the real estate market [3][12] - In Shanghai, the first batch of pre-sale permits in September covers a total supply area of 139,000 square meters, with a total value of approximately 8.31 billion yuan, indicating strong market interest [3][10] - In Beijing, the new housing policy has led to a noticeable increase in the number of visits to properties, with some new projects experiencing a doubling in transaction volumes [5][6] Group 2 - In Chengdu, over 1,500 new homes are expected to enter the market in September, with several notable projects set to launch [4][12] - In Shenzhen, the recent policy changes have significantly boosted both the number of property viewings and transactions, with a reported increase of 30% in viewings and 60% in sales volume [13] - The luxury market in Shanghai remains robust, with the highest recorded new home price reaching 326,800 yuan per square meter, reflecting strong demand in high-end segments [8][10]

Core Viewpoint - The recent policy changes in Beijing's real estate market have led to a significant increase in sales activity, particularly in the outer districts, as developers prepare to capitalize on the "Golden September and Silver October" sales season [3][4][13]. Group 1: Market Response to Policy Changes - The new policy allows eligible families to purchase an unlimited number of properties outside the Fifth Ring Road, which has encouraged previously hesitant buyers to make purchases [3][4]. - Following the policy announcement on August 8, there has been a noticeable uptick in property visits and transactions, with new home registrations in Beijing showing a three-week consecutive increase [3][4]. - In August, new residential sales in Beijing reached 2,824 units, a month-on-month increase of 2.3%, while second-hand residential sales totaled 13,119 units, up 4.1% [4]. Group 2: Developer Strategies - Developers are actively launching new projects and marketing campaigns to take advantage of the favorable policy environment, with several companies holding promotional events and opening model homes [2][7]. - Companies like China State Construction and others have reported significant increases in sales volume, with some projects experiencing a doubling of transactions shortly after the policy was implemented [6][9]. - Adjustments to project plans and configurations are also being made to enhance appeal, such as increasing the number of residential units and optimizing layouts [8]. Group 3: Buyer Behavior and Preferences - There is a shift in buyer behavior, with many customers becoming more selective and focused on quality, particularly in terms of amenities like gardens and clubhouses [10][11]. - The demand for properties with high-quality features is evident, as developers are investing in upscale amenities to attract discerning buyers [11][12]. - The market is seeing a mix of buyers, including those looking for specific property types and those returning to the market after previous unsuccessful attempts [9][10].

Group 1 - The forum themed "City Upward, Fengtai Towards 'New'" focused on the high-quality development of the 2025 Beijing Garden City Ecological Cultural Residential Area, with a joint initiative launched by Jingtou Development Senyu and Tiancai Jinmao·Guanchen projects [1] - The Vice President of Beijing Real Estate Association, Chen Zhi, highlighted the significant progress of the Beijing Southern Action Plan, indicating a shift in development focus towards the southern region of Beijing [1] - The marketing director of Jingtou Development Senyu emphasized the advantages of the Nanyuan Xinguang area, including industrial support, convenient transportation, and ecological benefits from the Nanyuan Forest Wetland Park [1] Group 2 - The marketing head of Tiancai Jinmao·Guanchen noted the area's livability advantages and the cultural resonance derived from the exploration of local cultural elements [1] - Jingtou Development Senyu aims to create a low-density residential community with a forest-themed label, featuring a 1.04 plot ratio, approximately 140,000 square meters of green space, and high-quality club facilities [1] - Tiancai Jinmao·Guanchen is positioned as a landmark project that integrates local landscape elements and traditional aesthetics, showcasing a luxurious lifestyle with features like a grand entrance and dual clubhouses [2] Group 3 - Both projects, Senyu and Guanchen, are set to reach new milestones in the next two months, including the opening of clubhouses and the launch of new products [3]

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]