10月中旬，北京市朝阳区迎来重量级项目入市，黄衫木店"双子星"开盘当日销售额分别达56.5亿元、 45.65亿元。 璞樾规划9栋住宅楼共426户，户型为152～258平方米全四居，层高约3.16～3.37米。户型包括152平方米 主力户型，188平方米次主力户型，以及195、204、230和258平方米的大户型。 两个项目在此前曾有消息传出将设置花池，但在公布的户型图中并未涉及。在使用面积上，均通过内嵌 阳台+设备平台等赠送空间提高房屋实际得房率，整体得房率都在90%以上。 其中，2107-01、03地块为R2二类居住用地，容积率均2.6，限高80米。01地块占地面积3.01万平方米、 地上建筑面积7.82万平方米，位于北面；03地块占地5.43万平方米、地上建筑面积14.11万平方米，位于 南面。2107-02地块为A334托幼用地，占地5253平方米，容积率0.9，限高16米，位置可结合方案与01地 块统筹布置。 中指研究院土地市场研究负责人张凯介绍，黄杉木店地块位于东四环与五环之间，是所属朝青板块近十 年唯一新增住宅地块。项目南临朝阳北路，东边是平房公园，北侧为京城森林公园，西侧800米左右是 朝阳大悦 ...

Core Viewpoint - The extended National Day and Mid-Autumn Festival holiday has released consumer potential, particularly in the real estate market, with significant policy relaxations in major cities like Beijing, Shanghai, and Shenzhen contributing to increased transaction volumes [1][7]. Summary by Sections Beijing Market - The new housing market in Beijing showed a "divided" characteristic during the holiday, with high interest in quality improvement projects despite a general decrease in visitor numbers due to travel [2]. - Average daily transaction volume for new residential properties reached 0.61 million square meters during the holiday, a 52% increase compared to last year, while second-hand housing saw a 73% increase in daily transactions [2][3]. Shanghai Market - Shanghai's real estate market remained stable during the holiday, with new residential property transactions totaling 1.73 million square meters [4]. - The policy relaxation in the outer ring areas has stimulated market activity, with significant transactions occurring in districts like Dapuqiao and Baoshan [5][6]. Shenzhen Market - In Shenzhen, the average daily transaction volume for new residential properties was 0.23 million square meters, reflecting a 22% increase from last year [6]. - The market in Guangzhou, Hangzhou, and Chengdu faced slight pressure, with Guangzhou seeing a 4% decrease in daily transactions compared to last year [6]. Market Outlook - Analysts expect the "Silver October" market to continue showing a divided trend, with core cities maintaining high interest in quality projects, while overall market performance remains relatively subdued [7]. - The anticipated increase in new supply from major developers in core cities is expected to support new home sales in the fourth quarter [7].

Core Viewpoint - The Beijing real estate market has shown vitality during the National Day holiday, continuing the recovery trend observed after the new policies in August, although a divergence in project performance is expected to persist [1][4]. Market Performance - During the National Day holiday, the new housing market in Beijing maintained a positive trend, with some popular projects receiving over 100 daily visits [2]. - The Zhongjian Yunhe Jiuyuan project reported approximately 5.6 billion yuan in sales during the holiday, with 573 units sold on the opening day [2]. - In contrast, the Huayu Jingyun project experienced slower sales, with only about 20 units sold during the holiday, attributed to its less favorable timing compared to other projects [2][3]. Project Analysis - The Yunqing Lanyue project has been successful due to the lack of competition in the area, while the Huayu Jingyun project struggled to attract buyers from outside the main city [3]. - The market is characterized by a significant disparity, with 20% of projects accounting for 80% of sales, indicating a clear divide between high-performing and underperforming developments [5]. Future Outlook - Analysts predict that the market will continue to show signs of divergence, with core cities benefiting from policy adjustments and increased supply [5][6]. - The overall market is expected to maintain relative heat in October, but not to the extent seen after the new policies in 2024, with a potential decline in transaction volumes compared to previous years [5][6]. - The introduction of promotional activities by developers during the holiday period, such as discounts and incentives, aims to boost sales in a still-recovering market [6].

Core Viewpoint - The recent policy adjustment in Beijing aims to optimize real estate regulations, particularly benefiting the housing market outside the Fifth Ring Road by lifting purchase limits and enhancing housing fund loan support [1][2][10]. Group 1: Policy Changes - The new policy allows eligible families to purchase an unlimited number of properties outside the Fifth Ring Road starting from August 9, 2023 [4][10]. - Non-Beijing residents can now buy properties outside the Fifth Ring Road after paying social insurance or income tax for at least 2 years, a reduction from the previous requirement of 5 years [10][11]. Group 2: Market Impact - Following the policy announcement, there was a noticeable increase in customer visits and transactions in several new developments outside the Fifth Ring Road, with some projects reporting a 20% to 50% increase in visitor numbers [5][6]. - Specific projects like Longfor's Guan Cui saw an average of over 110 groups visiting daily, with a 100% increase in sales compared to the previous week [5][6]. Group 3: Housing Fund Loan Adjustments - The policy includes enhancements to the housing fund loan system, allowing borrowers to access 15,000 yuan for each year of contribution, with a maximum loan of 1 million yuan for second homes [8][9]. - For families with 8 years of contributions looking to purchase a 3.6 million yuan home, the new policy could reduce their monthly payments by approximately 93 yuan, resulting in a total interest savings of 27,700 yuan over the loan period [8][9]. Group 4: Targeted Beneficiaries - The policy is expected to support families with multiple housing needs, particularly those who are relocating or upgrading their living situations, as it removes previous restrictions on purchasing multiple homes [12][13]. - The adjustments are also seen as a response to the growing demand for housing in suburban areas, where over 80% of new home sales occurred in the first half of 2023 [11][12]. Group 5: Market Stability and Future Outlook - The policy reflects a steady approach to market regulation, aiming to balance supply and demand while avoiding drastic changes that could destabilize the market [13][15]. - Analysts suggest that the adjustments are timely, given the recent cooling of the market, and they anticipate an increase in transaction activity as the effects of the policy unfold [13][15].

Group 1 - The project named "Puyue" is a collaboration between China Jinmao and Yuexiu, aiming to create a new standard in luxury housing in China [1] - Jinmao's "Puyue" series draws inspiration from traditional culture, emphasizing Eastern aesthetics and modern craftsmanship, while Yuexiu's "Yue" series focuses on high-end products and local cultural interpretation [1] - The project site includes two residential plots with a total above-ground construction area of 78,182.44 square meters and a plot ratio of 2.6, with a starting price of 4.26 billion yuan [1][2] Group 2 - The project is strategically located about 1 kilometer from the Youth Road Station of Metro Line 6, surrounded by commercial areas and parks, enhancing its attractiveness [2] - The Chaoyang area has seen a lack of large-scale residential supply in the past decade, leading to strong demand for new housing [4] - Current new housing projects in the area include Chaoguan Tianjun and Jinmao Manyao, which are popular among buyers looking for improved living conditions [4]