1500万以上豪宅成交占比提升2.6% 深圳商报·读创客户端首席记者 李秀瑜 深圳9·5房地产新政持续释放效能，深房中协的数据显示，第38周（9月15日-9月21日），深圳住宅市场 呈现出二手录得量高位运行、新房环比跃升的特征。其中，新房成交969套，环比增长10%。 值得关注的是，9月以来，500-800万的改善型房产成交占比明显提升，对比8月提升了3个百分点，改善 型需求积极释放。 乐有家研究中心的报告显示，深圳9.5新政后，市场咨询量、成交量均有一定程度提升，尤其是罗湖等 限购松绑区域。乐有家研究中心整理了132个片区最新的挂牌价数据，相较新政前，挂牌价整体维稳， 且多数处于微跌趋稳状态，但也有部分片区挂牌价有所微涨，如罗湖新秀，宝安石岩、臣田，南山前海 北、南头，龙华红山等。 "新政对市场起到了带动作用，二手房呈现持续向稳向好态势，但是受持续两周的台风天影响，带看量 有一定的影响。未来，随着天气转好及下半年到年底学区房、结婚房等需求的释放，也会带动下半年市 场价稳量稳。"乐有家研究中心的相关负责人接受记者采访时说。 业内专家表示，二手房的高位运行为改善型需求提供了"卖旧"的基础，许多市民有意愿出售现有 ...

五年后，你的200万房产值多少？大佬们的共识预示房价新格局！ "这套房子现在值200万？五年后，或许能涨到240万，也可能跌到160万。"一位资深地产分析师近日与我闲谈时，抛出了这样的疑问，他一语双关地补充 道："关键还在于地段，以及房子的'成色'。"他这番话，恰恰印证了地产界两位领军人物——王健林和孙宏斌——早已不谋而合的观点，未来房价的走向似 乎已然明朗。 当下，房地产市场的未来走向，无疑是人们茶余饭后的热门话题。是该当机立断，迅速入市？还是静观其变，再做打算？在犹豫不决之时，两位在中国房地 产界举足轻重的人物，王健林与孙宏斌，不约而同地释放了相似的信号。他们的洞见不仅揭示了不同城市房价分化的必然趋势，更传递了一个关键的讯息： 房产的"优劣"之分正日益凸显，并非所有房子都能抵御时间的考验，实现保值增值。今天，就让我们用最通俗易懂的语言，一同探讨一番，在未来的楼市浪 潮中，哪些房产值得我们倾囊相购，又有哪些是必须避开的"雷区"。 大佬们的预判：城市有别，房产亦分"三六九等" 然而，即便是同一线城市，其内部的"差房子"则面临截然不同的命运。例如，上海内环以内的一些老旧小区，因缺乏电梯、小区环境不佳等硬伤，在2 ...

Group 1 - The Shanghai Finance Bureau announced a policy adjustment on September 19, allowing non-local homebuyers to be exempt from property tax for newly purchased second homes if the average per capita housing area does not exceed 60 square meters [1] - This marks the first substantial optimization of the property tax pilot program since its inception in 2011, aimed at reducing disparities between local and non-local residents and encouraging talent to live and work in Shanghai [1] - The policy is expected to positively impact non-local families looking to purchase multiple homes, potentially boosting housing demand and transaction recovery [1] Group 2 - Recent policy optimizations in first-tier cities like Beijing, Shanghai, and Shenzhen, combined with seasonal demand, are anticipated to restore the real estate market's fundamentals [2] - Current real estate sector valuations are considered low, suggesting a favorable environment for investors to accumulate real estate stocks [2] - Developers focusing on core first and second-tier cities with a strong emphasis on improvement products and sustained land acquisition capabilities are recommended as potential beneficiaries of upcoming policy benefits [2]

Core Viewpoint - The real estate market in Shanghai is witnessing an influx of new players, particularly private enterprises, who are actively acquiring land despite the prevailing market downturn, indicating a potential recovery in the sector [1][2][72]. Group 1: Market Dynamics - In the first half of the year, private enterprises accounted for 21% of land acquisitions nationwide, marking a 4% increase compared to the entire year of 2024 [3]. - Shanghai's land auction market has seen a significant presence of new players, with nearly 20% of the 32 land parcels sold in 2025 being acquired by these newcomers [5][4]. - The trend shows that private enterprises are strategically targeting low-density, high-quality land parcels with established infrastructure and amenities, reflecting a cautious and rational approach to investment [32][34]. Group 2: New Players and Their Strategies - Notable new entrants include companies from the manufacturing and technology sectors, such as Changjiang Precision Engineering, which has a strong background in large-scale construction projects [7][8][11]. - Another example is Xinyiteng, a technology firm that has partnered with established real estate companies to leverage their expertise in the market [14][16]. - The coal industry player, Yitai Group, has also entered the Shanghai market, acquiring prime waterfront land, showcasing the financial strength of resource-based companies [18][19][22]. Group 3: Land Acquisition Trends - The new players are focusing on low-density residential areas with favorable conditions, such as proximity to parks and established community services, which are expected to attract high-income, educated residents [39][42]. - The land acquisition strategy emphasizes smaller, well-located parcels that require lower total investment and have less competition, thus reducing market pressure [43][44]. - High-end luxury properties in Shanghai are becoming increasingly attractive to investors, with the city accounting for nearly 60% of new homes sold for over 30 million yuan in 2024 [70][71]. Group 4: Market Outlook - The influx of private enterprises and non-real estate companies into the Shanghai market signals a potential recovery and renewed confidence in the real estate sector [72][75]. - The changing policies and market conditions are creating opportunities for high-quality developments, which could enhance the overall product quality in the Shanghai housing market [79][80]. - The competitive landscape is expected to improve as new entrants focus on delivering better housing products, benefiting consumers in the long run [76][78].

Core Viewpoint - The "2025 Shenzhen Good Housing Festival" event aims to provide a comprehensive housing solution for university faculty and students, coinciding with the recent relaxation of housing policies in Shenzhen [1][3]. Group 1: Policy Changes and Benefits - On September 6, Shenzhen implemented a new round of housing policy relaxations, including easing purchase restrictions and optimizing credit conditions, which significantly lowers the barriers and costs for home buying, particularly benefiting young teachers and recent graduates [3]. - The new policy specifies that "adult single individuals will be subject to family purchase restrictions" and "uniform loan rates for first and second homes," which directly addresses the needs of the target demographic [3]. Group 2: Event Structure and Participation - The event featured various zones for policy consultation, financial connections, and housing displays, with participation from over 20 major real estate companies showcasing more than 30 quality residential projects in the Nanshan area [3][6]. - Banks and financial institutions were present to provide comprehensive consultation services, facilitating a one-stop experience for attendees to understand housing options, loan policies, and the home-buying process [6]. Group 3: Future Initiatives and Goals - The Shenzhen Real Estate Operation Service Industry Association plans to continue the "Good Housing Festival in Campus" series, establishing a regular mechanism for collaboration between schools and enterprises to integrate policies, housing resources, and services [6]. - The event is seen as a significant collaboration among government, enterprises, financial institutions, and universities, aiming to provide tangible support for faculty and students in settling down in Shenzhen, thereby invigorating the local real estate market [6].

Group 1 - The first housing exhibition in Beijing's sub-center attracted 2,946 customer visits over three days, resulting in 61 subscriptions and 34 online signings, with a total transaction amount of approximately 390 million yuan [1] - The exhibition featured 12 real estate companies from Tongzhou District, offering a diverse range of products including affordable housing, improved housing, and high-end villas, along with various promotions and benefits [1][2] - The event highlighted the achievements of the sub-center over the past nine years, showcasing improved infrastructure, optimized ecological environment, and upgraded business environment, which have attracted quality enterprises and talent [2] Group 2 - Since 2021, new residential buildings in the sub-center have fully implemented green building standards of two stars or above, with some projects upgraded to three stars or ultra-low energy consumption levels [2] - The exhibition served as a platform for real estate companies to emphasize quality control and avoid false advertising, while also ensuring good service through mechanisms like property training and owner feedback [2] - The exhibition not only represented a concentrated display of real estate transactions but also allowed citizens to intuitively experience the value of the sub-center as a livable city [3]

Core Insights - The real estate market in China maintained a stable trend in May, with the new housing market showing notable performance, as indicated by the average price of new residential properties in 100 cities rising to 16,815 yuan per square meter, a month-on-month increase of 0.30% and a year-on-year increase of 2.56% [1] - Major cities like Shanghai and Guangzhou led the price increases due to the introduction of quality improvement projects, with prices rising by 1.47% and 1.25% respectively [1][2] - The increase in housing prices is supported by a series of financial policies that lowered housing provident fund loan rates and the 5-year LPR, effectively reducing the cost of home purchases and stimulating demand [1][4] Market Performance - In May, core cities such as Beijing, Shanghai, and Guangzhou saw significant increases in new home transaction volumes, with Beijing recording 3,917 transactions (up 14% month-on-month and 38% year-on-year), Shanghai achieving 620,000 square meters sold (up 20% month-on-month and 24% year-on-year), and Guangzhou with 6,572 transactions (up 32% month-on-month and 26% year-on-year) [2] - The performance of high-end and improvement projects in core cities was particularly strong, with "daylight discs" frequently appearing, indicating a sustained increase in buyer interest [2][3] Future Outlook - The market is expected to maintain a loose policy environment in June, with local governments focusing on the implementation of special bonds and land storage, which may enhance market recovery [4] - The overall real estate market has shown signs of stabilization since the fourth quarter of last year, improving supply-demand relationships and boosting market confidence, with low home purchase costs and supportive policies indicating a promising outlook for June [4]

Core Viewpoint - The first housing exhibition in Beijing's urban sub-center aims to showcase the ecological value and real estate opportunities in the area, providing a platform for immersive experiences and online media dissemination [1] Group 1: Event Overview - The housing exhibition, organized by the Tongzhou District Real Estate Association, took place from May 31 to June 2, featuring 12 well-known real estate developers showcasing various housing types to meet diverse buyer needs [4] - The exhibition included exclusive purchasing policies from participating companies, such as discounts, travel experience vouchers, and significant financial incentives for early buyers [4] Group 2: Market Development - This year marks the beginning of the second decade of the Beijing-Tianjin-Hebei coordinated development strategy and the ninth anniversary of the urban sub-center's planning, with significant infrastructure improvements and a better business environment attracting quality enterprises and talent [7] - As of now, Tongzhou District plans to supply over 1,600 new residential units by 2025, with a total area of nearly 190,000 square meters, catering to both first-time and upgrading homebuyers [7] - The introduction of the "Good House" national standard has stimulated market demand, with recent land acquisitions by major developers showing premium rates of 16.28% and 21.94% [7] Group 3: Quality Standards and Services - The "Good House" standard, effective from May 1, emphasizes quality enhancement throughout the entire lifecycle of residential properties, urging developers to adhere to high standards in design, construction, and property management [8] - Since 2021, new residential buildings in the urban sub-center have met at least a two-star green building standard, with many projects aiming for three-star standards or ultra-low energy consumption [11] - The district is focused on ensuring high-quality property services in newly delivered residential areas, including training for property management staff and encouraging online service platforms for better interaction with residents [11]

Group 1: Real Estate Market Overview - The real estate market has shown signs of stabilization, with a 10% year-on-year increase in total transactions of new and second-hand homes in the first quarter [1][2][3] - The second-hand housing market experienced a significant growth of 34.7% in transaction volume, indicating a recovery trend [1][3] - Despite a decline in new home sales by 3% in the first quarter, the overall transaction volume reached approximately 383,000 units, marking a recovery signal for the market [3][4] Group 2: Land Market Dynamics - The average premium rate for land auctions in 22 key cities remained around 20% from January to April, with notable high premiums in cities like Hangzhou [5][6] - In April, land auction premiums reached as high as 74.4% in Hangzhou, reflecting strong competition for prime land [6] - The total land transfer revenue for residential land in 300 cities increased by 20.1% year-on-year, driven by the focus of real estate companies on core cities [6] Group 3: Future Market Trends - The real estate market is expected to continue its stabilization trend into the second quarter, despite a potential decline in new home sales momentum [4][8] - The focus on high-quality improvement-type products by developers is anticipated to stimulate housing demand and further support market recovery [8] - The competitive landscape in land auctions is intensifying, particularly in core cities, as companies adapt to a strategy of concentrating investments in these areas [7][8]