点击【樱桃大房子】关注并 大方向上的强势预期为楼市注入新信心！ 最近，地产圈两大信号刷屏： 一是《求是》明确地产"基础产业"地位，释放政策托底强信号。同时提出保持政策力度等，对地产作出新定调，扭转大家的预期。 二是现房销售全面推进。"图纸买房"时代落幕，购房者"所见即所得"的需求爆发。 回到市场本身，市场规律不仅加速行业出清，同时催生出新的发展模式样本，令人振奋。 而房企面对新的政策环境和市场形势，也在尝试用扎实的体系构建和实在的市场反馈，刷新新时期的发展蓝图。 这一轮楼市震荡中，龙湖不仅守住了销售基本盘，更用实景示范区、全周期服务重构了行业信任—— 当政策定调"转型发展"，龙湖的红盘逻辑，正是市 场最需要的"确定性"。 守住初心，回归好房子 这一轮楼市震荡，一个重大影响在于倒逼行业参与者去思考，什么才是"好房子"？ 坚持打造"好房子"，龙湖实现了两个重大突破。 第一，是构建好房子价值体系，实现从产品标准到交付落地的完整闭环。 上到顶层设计不断细化政策导向。 从住建部"四好"理念提出，到中央政治局会议明确高品质住房供给要求，再到政府工作报告正式写入"好房子"建设标准，以及安全、舒适、绿色、智慧的 标准出台，" ...

获奖企业：龙湖 获奖理由：自1998年以来，龙湖集团累计开发1300余个项目，总建筑面积超2.3亿平方 米，交付房源100万+套，连续14年获"中国房地产开发企业综合实力10强"。龙湖集团匠心空间营造，打 造出云河颂、御湖境、观萃、光年、铂金岛等住宅及复合业态标杆产品，精筑品质深受业内外认可。 （以上排名不分先后） 获奖企业：新鸿基地产 获奖理由：拥有40余年TOD开发经验的新鸿基地产，成功打造香港IFC、ICC等 地标，并持续赋能大湾区缔造广州天環、天汇等城市名片。依托湾区门户枢纽优势，新鸿基地产以站城 一体打造广州南站ICC，其住宅"峻銮"已完成首批交付，东广场商业(含写字楼与商场"天環·广州南")全 面封顶，预计2026年落成，持续引领区域发展。 获奖企业：广州地铁地产 获奖理由：广州地铁地产以建百年地铁的标准建好房，将轨道交通建设中的 工程质量管理体系，系统应用于TOD开发全流程，构建了以"地铁品质+国企信用"为核心的交付保障， 屡次兑现高品质准时交付承诺，为湾区市场树立了稳健可靠的交付标杆。 ...

Core Insights - The article emphasizes the importance of delivery capability in the real estate industry, particularly under the "Good House" policy, which aims to enhance housing quality and customer satisfaction [2][10] - Longfor Group's "New Heart Delivery" system has been highlighted as a significant innovation in property delivery, focusing on a comprehensive service standard throughout the entire lifecycle of a property [5][10] Group 1: Delivery Performance - Longfor Group delivered nearly 40,000 quality housing units across 36 cities in the first half of 2025, achieving an overall delivery satisfaction rate of over 90% [1][5] - The "New Heart Delivery" system includes three value dimensions: "New Residence," "New Community," and "New Life," aiming to provide a holistic service experience for homeowners [2][5] Group 2: Product Lines - The high-end product line "Yunhe Song" made its debut delivery, focusing on providing an exceptional living experience for urban elites, with projects like Suzhou Dongwu Yunhe Song showcasing luxury and modern design [7][8] - The "Yuhujing" product line continues to excel, with projects like Hefei Yuhujing demonstrating high-quality aesthetics and community engagement, further solidifying Longfor's reputation in the market [9][10] Group 3: Industry Implications - The article suggests that delivery is no longer the endpoint of the development process but rather the starting point for brand reputation and long-term value in the real estate sector [2][10] - Longfor's approach serves as a model for the industry, emphasizing the need for a customer-centric philosophy that translates into measurable and executable standards throughout the property lifecycle [10]

Core Insights - The announcement of the regulatory adjustment for the Donghua Li 7 and 8 plots has sparked significant discussion within the industry [1] - The two plots are currently in the early research stage, with no confirmed plans for sale in the near future [3] - The adjustment is seen as a breakthrough in addressing historical issues related to these plots, but there are still many processes to complete before they can be officially listed [5] Industry Developments - The scarcity of residential land resources in the Zhuliao area makes any potential land sale highly anticipated, with the recent Jin Cheng Street plot in Zhencheng attracting considerable attention from industry insiders and the public [7] - Major real estate companies such as Poly, Longfor, and Beike have shown strong interest in the Jin Cheng Street plot, indicating a potential bidding war [7] - Beike is expanding into real estate development, with plans to acquire land in Foshan, marking its first project in the city [9] - Poly is speculated to be a strong competitor for the Jin Cheng Street plot, potentially developing a second phase of its Tongji Mansion project [15] - Longfor is expected to leverage its previous success with the Yuhuajing project to compete for the new plot, which is located close to its previous development [19] - The plot's location in the core area of Zhencheng, surrounded by dense commercial, educational, transportation, and medical resources, makes it a highly sought-after site for real estate companies [20] - The outcome of the bidding process on May 27 is anticipated to reshape the competitive landscape of the Foshan real estate market [22]

Group 1 - The core viewpoint of the articles highlights Longfor Group's financial performance in 2024, showcasing a revenue of RMB 127.47 billion and a net profit attributable to shareholders of RMB 10.401 billion, with a core profit of RMB 6.97 billion after adjustments [1][2] - The operating and service business revenue reached RMB 26.71 billion, reflecting a year-on-year growth of 7.4%, with a gross profit margin of 16.0% [1] - The company achieved contract sales of RMB 101.1 billion, with over 90% of sales coming from first- and second-tier cities, and a collection rate exceeding 100% [1] Group 2 - Longfor Group has been focusing on high-tier cities, delivering approximately 100,000 quality housing units across 43 cities in the past year, achieving a customer satisfaction rate of 90% [2] - As of December 31, 2024, the company's total land reserves amounted to 33.12 million square meters, with an average cost of RMB 4,304 per square meter [2] - The land reserves are distributed across various regions, with the Bohai Rim, Western, Central China, Yangtze River Delta, and Southern regions accounting for 34.6%, 27.6%, 15.0%, 13.9%, and 8.9% of the total area, respectively [2]