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「e公司观察」深圳土拍为开发商建舒适好房留下空间
深圳正在下调新拍卖地产容积率,最新一个地块容积率下降到了2.5。通过限高、提高层高、减少公摊 等方式,深圳未来新建房将大幅提升居住质量。 6月19日,位于深圳市龙华区的A817-0619宗地正式出让,吸引8家房企参与竞拍。最终经过近65轮报价 后,深圳联粤房地产开发有限公司以12.12亿元将该宗宅地收入囊中,溢价率达46.6%。值得注意的是此 次出让用地容积率为2.5。 今年5月1日,国家标准《住宅项目规范》正式实施,要求住宅项目容积率不超过3.1。该地块是该标准 实施后深圳"容积率≤3.1"的住宅用地。 此外,深圳市还为该地块全面松绑,没有设置售价上限;无"70/90"户型限制(即不要求70%以上户型小 于90平方米);无保障房配建要求。开发商可以施展才华,以"好房子"标准进行打造。 近些年深圳市政府为抑制房价过快上涨,在土地出让时往往会要求限价,达到某个价格高点后再要求配 建公租房或者安居房,导致目前市场销售的楼盘普遍有限价要求,即使市场价格大幅上涨,开发商也只 能按照限价销售,一度出现排队打新房的现象。开发商早早将房子销售一空,也没有动力提升房产质 量,消费者收房时经常闹矛盾。 如今时过境迁,房产面临去 ...
中指研究:挂牌量持续高位下 “以价换量”持续主导二手房市场
智通财经网· 2025-06-02 00:02
智通财经APP获悉,根据中国房地产指数系统百城价格指数对全国100个城市新建、二手住宅销售市场及50个城市租赁市场的调查数据,5月,百城新建住 宅均价为16815元/平方米,受部分城市优质改善项目入市带动,环比结构性上涨0.30%,同比上涨2.56%。二手房方面,挂牌量持续高位下,"以价换量"现 象持续主导市场,5月百城二手住宅均价为13794元/平方米,环比跌幅扩大至0.71%,同比下跌7.24%。 租赁住宅方面,市场延续淡季氛围,重点城市住宅租金继续回落,5月50个城市住宅平均租金为35.0元/平方米/月,环比下跌0.34%,同比下跌3.44%。 图:2021年1月至2025年5月百城新建住宅价格及环比变化 图:2021年1月至2025年5月百城二手住宅价格及环比变化 数据来源:中指数据CREIS 5月一二线城市新房价格环比上涨,上海涨幅居百城首位 分梯队看,新建住宅方面,5月,一线城市新房价格环比上涨0.90%,其中上海在绿城·潮鸣东方等改善项目入市带动下,新房价格环比上涨1.47%,涨幅居 百城首位。二线城市新房价格环比上涨0.06%。三四线城市新房价格环比下跌0.11%。 二手住宅方面,5月,核心城 ...
5月中国百城新房均价上涨 二手房价下跌
Zhong Guo Xin Wen Wang· 2025-06-01 05:02
中新社北京6月1日电 (记者庞无忌)中指研究院6月1日发布的数据显示,5月份,中国主要城市依然延续 新房价格结构性上涨、二手房价下跌趋势。 5月份,一二线城市新房价格环比微涨。一线城市新建住宅价格环比上涨0.90%,二线城市环比上涨 0.06%,三四线代表城市环比下跌0.11%。当月,上海、广州新房价格环比分别上涨1.47%、1.25%,涨 幅位居百城前二;无锡紧随其后,涨幅为0.77%。 中指研究院分析称,整体来看,当前金融加力稳楼市,5月初一揽子金融政策出台后,住房公积金贷款 利率及5年期以上贷款市场报价利率(LPR)均有所下调,进一步降低购房成本,支持居民住房需求。6月 份,房地产相关政策预计保持宽松基调;市场持续恢复关键在于使用专项债收储土地、存量商品房以及 城中村改造等的落实进展。同时,随着年中销售节点来临,房企推盘节奏及促销力度或将加大,核心城 市市场有望保持修复,但各城市之间、新老项目之间分化行情或仍将延续。 (文章来源:中国新闻网) 数据显示,5月份,中国100个城市新建住宅平均价格为每平方米16815元(人民币,下同),环比上涨 0.30%,同比上涨2.56%。100个城市二手住宅平均价格为 ...
Hovnanian Enterprises(HOV) - 2025 Q2 - Earnings Call Transcript
2025-05-20 16:02
Hovnanian Enterprises (HOV) Q2 2025 Earnings Call May 20, 2025 11:00 AM ET Company Participants Jeffrey O'Keefe - Vice President - Investor RelationsAra Hovnanian - President, CEO & Chairman of the BoardBrad O'Connor - CFOIvy Zelman - EVP & Co-FounderAlex Barron - PresidentDavid Mitrisin - VP - Corporate ControllerJay McCanless - SVP - Equity Research Operator Good morning, and thank you for joining us at today for Albanian Enterprise Fiscal twenty twenty five Second Quarter Earnings Conference Call. An arc ...
财政部关于城市个人购买公有住宅免征契税问题的批复(财农字[1985]第22号)
蓝色柳林财税室· 2025-05-18 11:24
财政部 1985年3月9日 文章来源:中注税协 链接: 财政部关于城市个人购买公有住宅免征契税问题的批复(财农字[1985]第22号) 来源财政部,财税满天星 欢迎扫描下方二维码关注: 欢迎扫描下方二维码关注: 财政部关于 城市个人购买公有住宅免征契税问题的批复 (财农字[1985]第22号) 山西省财政厅: 1985年2月26日来函收到。关于城市个人购买公有住宅 免征契税 的问题,经研究,答复如下: 为支持 城市住房制度 的改革,促进住宅商品化的进程,减轻群众负担,根据国务院国发[1984]140号"通知"的精神,对经国务院批准的直辖市和 各省、自治区确定的实行公有住宅补贴出售试点的城市, 个人购买公有新建住宅,不论是按补贴价格还是按全价购买,一律免征契税。对试点 城市个人购买房管部门折价出售的公有旧住宅,比照上述原则免征契税。 温馨提醒:蓝色柳林财税室为非官方平台,是由编者以学习笔记形式建立的平台,所有笔记写作记录的文章及转发的法律法规仅供读者学习 参考之用,并非实际办税费的标准,欢迎交流学习,共同分享学习经验成果。文章版权归原作者所有,如有不妥,请联系删除。 ...
4月中国百城新房价格环比继续上涨,二手房价下跌
Zhong Guo Xin Wen Wang· 2025-05-06 05:42
Group 1 - In April, the real estate market in major Chinese cities continued to stabilize, with new residential average prices in 100 cities rising by 0.14% month-on-month and 2.50% year-on-year, reaching 16,764 yuan per square meter [1] - The average price of second-hand residential properties in 100 cities decreased by 0.69% month-on-month and 7.23% year-on-year, standing at 13,892 yuan per square meter [1] - Despite a slowdown in the pace of new property launches, structural price increases were observed in new residential properties in certain cities due to the introduction of quality improvement projects [1] Group 2 - Several cities implemented supportive real estate policies in April, including the cancellation of residential standards in Sichuan and the suspension of price filing for new commodity housing in Wuxi [1] - The Central Political Bureau's meeting at the end of April is expected to accelerate the implementation of supportive policies for the real estate market, with potential increases in demand from urban village and dilapidated housing renovations [2] - The supply side is anticipated to receive stronger support for stock commodity housing acquisition policies, along with the introduction of "good housing" construction standards to promote market stabilization [2]
成材:缺乏驱动,偏弱整理
Hua Bao Qi Huo· 2025-05-06 04:59
晨报 成材 成材:缺乏驱动 偏弱整理 整理 投资咨询业务资格: 负责人:赵 毅 从业资格号:F3059924 投资咨询号:Z0002978 电话:010-62688526 成 材:武秋婷 从业资格号:F3078638 投资咨询号:Z0018248 电话:010-62688555 从业资格号:F3038114 投资咨询号:Z0014834 电话:010-62688541 原材料: 冯艳成 从业资格号:F3059529 投资咨询号:Z0018932 电话:010-62688516 有色金属:于梦雪 从业资格号:F03127144 投资咨询号:Z0020161 电话:021-20857653 逻辑:4 月,全国建筑钢材日均成交量为 11.66 万吨,月环比上升 8.25%,年同比下降 29.93%。4 月,热轧板卷样本钢厂总产量 1267.9 万吨, 库存终值为 282.86 万吨,表需 324.36 万吨。中指研究院:4 月,百城新 建住宅均价为 16764 元/平方米,环比结构性上涨 0.14%,同比上涨 2.50%。 4 月,百城二手住宅均价为 13892 元/平方米,环比下跌 0.69%,同比下跌 7.23 ...
4月百城新建住宅均价环比上涨 杭州领涨
(原标题:4月百城新建住宅均价环比上涨 杭州领涨) 中指研究院的最新数据显示,4月,百城新建住宅均价为16764元/平方米,受部分城市优质改善项目入 市带动,环比结构性上涨0.14%,同比上涨2.50%。其中,杭州新房价格环比上涨0.95%,居百城首位; 上海新房价格环比上涨0.61%,居百城第二位。 数据显示,4月,一二线城市新房价格环比上涨,沪杭涨幅居百城前列。一线城市新房价格环比上涨 0.37%,其中,上海在象屿苏河琹庐、浦发莲园等改善项目入市带动下,新房价格环比上涨0.61%,居 百城第二位。二线城市新房价格环比上涨0.10%,其中,杭州环比上涨0.95%,居百城首位,部分低密 加推项目如晴澜轩、滨江潮语映月轩等触发摇号机制。三四线城市新房价格环比下跌0.11%。 二手房方面,核心城市二手房市场维持一定活跃度,但在挂牌量较高情况下,"以价换量"仍是市场主 流,4月,百城二手住宅均价为13892元/平方米,环比下跌0.69%,同比下跌7.23%。 分城市看,一线城市二手住宅价格环比下跌0.36%,整体保持稳定,其中,上海二手房市场保持较高活 跃度,购房需求释放带动业主预期修复,4月二手住宅价格环比跌幅收 ...
4月百城新建住宅均价同环比上涨
news flash· 2025-05-01 02:12
智通财经5月1日电,中指研究院的最新数据显示,4月,百城新建住宅均价为16764元/平方米,受部分 城市优质改善项目入市带动,环比结构性上涨0.14%,同比上涨2.50%。二手房方面,核心城市二手房 市场维持一定活跃度,但在挂牌量较高情况下,"以价换量"仍是市场主流,4月,百城二手住宅均价为 13892元/平方米,环比下跌0.69%,同比下跌7.23%。 4月百城新建住宅均价同环比上涨 ...
LGI Homes(LGIH) - 2025 Q1 - Earnings Call Transcript
2025-04-29 21:25
Financial Data and Key Metrics Changes - Revenue for Q1 2025 was $351.4 million, a 10.1% decrease year-over-year, driven by an 8% decline in home closings and a 2.2% decline in average sales price (ASP) [10][11] - Gross margin for Q1 2025 was 21%, down from 23.4% in the same period last year, primarily due to a one-time expense related to the forward commitment incentive program [11][12] - Net income for Q1 2025 was $4 million, or $0.17 per share, compared to a higher figure in the previous year [14] Business Line Data and Key Metrics Changes - The company delivered 996 homes in Q1 2025 at an average sales price of $352,831 [5][10] - The company recognized a one-time expense of $8.6 million related to the forward commitment incentive program, impacting revenue and gross margins [10][11] - The cancellation rate for Q1 was 16.3%, slightly improved from 16.8% in the same period last year [14] Market Data and Key Metrics Changes - The company ended Q1 with 1,040 homes in backlog, representing over $406.2 million [14] - The top markets based on closings per community were Richmond (5.3), Charlotte (4.6), Raleigh (4.3), Atlanta (3.8), and Nashville (3.6) [6] Company Strategy and Development Direction - The company is focused on addressing the persistent shortage of entry-level homes, which is seen as a societal challenge and a long-term growth opportunity [9] - The company plans to maintain its full-year guidance of closing between 21,000 to 23,000 homes, with an average selling price between $360,000 and $370,000 [18] - The company is adjusting its gross margin expectations downward by 100 to 150 basis points due to anticipated cost increases from tariffs and market uncertainties [18] Management's Comments on Operating Environment and Future Outlook - Management noted that affordability remains the biggest challenge for buyers, with rate volatility affecting their purchasing confidence [4][5] - Despite recent headwinds, management expressed confidence in the long-term outlook for the housing market, citing strong underlying demographic fundamentals [9] - Management highlighted that the sales pace improved in March, indicating a potential recovery as the spring selling season began [5][36] Other Important Information - The company ended Q1 with $1.6 billion in debt and a debt-to-cap ratio of 44.3% [16] - The company repurchased 41,685 shares for $3.1 million during the quarter, with $177.7 million remaining on its stock buyback authorization [16][72] Q&A Session Summary Question: Can you provide more details on the gross margin trajectory for the upcoming quarters? - Management indicated that gross margins are expected to ramp up as volume increases, with adjustments made due to tariffs and market conditions [21][22][85] Question: What is driving the need for increased incentives? - Management noted that the competitive market dynamics and the need to assist buyers with closing costs and rate buy-downs are driving the increase in incentives [26][29] Question: How confident is the company in achieving its full-year closing targets? - Management expressed confidence in achieving the closing targets, citing improved sales trends in March and ongoing demand [36][39] Question: How is the company responding to competitors cutting prices? - Management stated that the company is cautious about discounting prices and focuses on providing value through incentives rather than steep discounts [78][81] Question: What interest rates are being offered through the forward commitment program? - Management mentioned that they are currently buying down rates to the mid-5% range for FHA loans with good credit [80]