7月18日，中国金茂+越秀朝阳黄杉木店项目案名发布，定名为：璞樾。据了解，这是中国金茂与越秀两大TOP级产品系——金茂「璞系」、越秀「樾系」巅 峰合鸣，意欲在中国豪宅另起一行。 金茂「璞系」从传统文化中汲取灵感，以东方韵、国际范、艺术感为核心，以现代技艺传承东方文化的美学意境，将深厚人文积淀焕发新的艺术生命力，比 如丰台的璞逸丰宜； 越秀「樾系」始终坚守三大价值观，即坚持在城市1%的土地上做产品，对在地文化的演绎，为客户做高定产品，此前在海淀打造过香山樾，此次强强联 合，产品非常有想象空间。 地块距离地铁6号线青年路站约1公里，西联国贸，东有副中心，向北是望京商务区，位置优越。周边青年大悦城、姚家园万象汇、惠通时代广场等商业包 围，星河湾生态公园、朝阳平房公园、京城森林公园三面绿意环绕。值得一提的是，地块西侧一园之隔，就是朝青板块的豪宅代表——星河湾，目前其二手 房挂牌价在10万元左右。 新房方面，朝青板块近10年缺乏成规模住宅供应，因此新房置换需求旺盛。目前，新房改善客户主要向奶西、崔各庄、朝阳港、褡裢坡、黄渠等板块外溢。 如今年亮相的朝观天珺（主力建面约122~176㎡）、金茂满曜（主力建面约115-15 ...

三间房的保利朝观天珺5月29号开盘截止7月7日，只网签了43套，网签均价8.35万元/㎡，首开官宣成交21亿。详细资料可点击查看；三间房保利朝观天珺预 售证已下，预计28号开盘，目前来看，价格明显高了一些。 而6月16日开盘的金茂满曜截至7月7日，已经网签了103套，网签均价7.8万元/㎡；首开官宣销售182套房源，18.75亿。 金茂满曜的热销除了价格比保利便宜6000一平以外，品牌影响力也是不可忽视的因素。金茂在科技住宅领域拥有独特的优势，其打造的五恒科技住宅，为购 房者提供了恒温、恒湿、恒氧、恒静、恒洁的居住环境，在市场上形成了差异化竞争。即便在房地产市场下行的情况下，金茂的二手房小区相比周边也更具 保值增值潜力，这使得很多注重居住品质和房产未来价值的购房者更青睐金茂满曜。而保利作为全国知名房企，品牌服务有保障，其"天字系"产品强调高端 序列和"和者筑善"的品牌理念，但在这两个项目的竞争中，金茂的科技住宅品牌特色更为突出。 2025年2月11日，北京市朝阳区三间房地块迎来现场竞价，三间房分为俩地块，这俩地块土拍的时候是一起打包出售的，保利+金茂、中海、招商共3家报名 报价，最终竞至103轮，由保利+金茂 ...

Core Insights - The real estate market in Beijing is stabilizing, leading to increased enthusiasm among developers for land acquisition, with a total of 130.6 billion yuan spent on four land parcels on June 5 [1][6] - The land parcels acquired are spread across three districts: Haidian, Shijingshan, and Changping, indicating a shift in spatial distribution compared to previous acquisitions [1] - The joint venture led by Beike, along with other developers, has been particularly active in the Beijing market, acquiring a significant parcel in Changping [4][5] Group 1: Developer Activities - Beike, in collaboration with Yuexiu, Beijing Urban Construction, and Future Science City, acquired a land parcel in Changping for 23.95 billion yuan, covering approximately 3.07 hectares with a total construction area of 79,900 square meters [4] - The recent land acquisition by Beike is part of a broader strategy to establish a comprehensive platform in the real estate sector, integrating various business lines including second-hand and new housing [5] - The China State Construction Group (CSCG) emerged as a major player in the land auction, with its subsidiaries acquiring land worth 73.01 billion yuan, accounting for 70.47% of the total land acquisition amount [6] Group 2: Market Dynamics - The successful auction of four land parcels, totaling over 100 billion yuan, reflects a resurgence of confidence among developers in the Beijing new housing market, with new home sales in May increasing by 14.7% month-on-month and 22.1% year-on-year [9] - The competitive landscape for new housing projects is intensifying, with developers focusing on product quality and features that appeal to buyers, such as higher usable space and enhanced amenities [10] - The trend towards higher standards in new housing projects is expected to stimulate market demand, as developers enhance their offerings to provide better value and experience for buyers [10]

深耕北京23载 以品质印迹镌刻城市理想 自2002年扎根北京以来，保利发展北京公司以"引擎城市向上"为使命，深度融入首都城市生长脉络，从土地开发者进阶为城市综合服务商。通过"不动产开 发+资产运营"双引擎战略，构建起覆盖城市全生命周期的运营生态链——前端以品质住宅激活区域价值，后端以多元业态运营焕新城市界面，形成"开发-运 营-服务"闭环。 目前，保利北京已成功开发70余个精品项目，实现北京市12个城区全覆盖，为超过20万业主提供全方位、一站式的品质生活服务。 2025年5月25日，保利发展北京公司于保利广场举办"美好保利 质爱北京"新品发布盛典，正式推出好房子作品——保利·朝观天珺。保利发展北京公司领导、 住房和城乡建设部原总经济师赵晖、汇张思北京公司总经理韩伟等嘉宾，与保利北京新老业主、媒体同仁、合作伙伴共聚一堂，为北京人居打造好房子的时 代样本。 在保利·朝观天珺城市宣传片环节，从保利北京品牌力到朝阳北路金轴资源，再到奢享峯境好作品，镜头通过室内空间、精妆细节等品质形象呈现，向现场 观众展示了保利·朝观天珺的超级品质。以当代菁英对生活方式的向往，赋新朝阳美好人居理想。 保利·朝观天珺 以"质爱"重塑人居 ...

Core Viewpoint - The competition among leading real estate companies in Beijing is intensifying, with a narrow margin of only 10.3 billion yuan between the top four companies in terms of equity sales in the first four months of 2025 [1][4]. Group 1: Sales Performance - The top four real estate companies in Beijing by sales amount are: China Overseas (86.4 billion yuan), China State Construction (79.33 billion yuan), China Overseas (77.81 billion yuan), and Yueben Real Estate (76.1 billion yuan) [2]. - Poly Development's equity sales ranking has dropped from 5th to 9th in the first four months of 2025 due to a lack of new projects and declining sales performance [4][5]. Group 2: Market Dynamics - The majority of high-performing projects in first-tier cities like Beijing are luxury properties, indicating that companies with a strong inventory of luxury projects can predict their future sales performance [4]. - Poly Development has shown a strong desire to acquire land in core areas of Beijing, but its sales have been declining due to a lack of appealing projects [4][10]. Group 3: Project Analysis - Poly's project "Poly Yijing Hexu" in Shunyi has a low sales rate of 45% after one year, with 335 out of 746 units sold [5]. - The "Poly Jing Mountain Hexu" project in Shijingshan has a sales rate of only 55%, with 439 out of 798 units sold [6]. - The "Poly Tianhui" project in Chaoyang has been the best-selling project for Poly, contributing nearly 25% of its total sales [8]. Group 4: Future Prospects - Poly Development's recent acquisition of the Haidian Banshan project indicates a strategic move to boost sales, but the project faces challenges due to planning restrictions and a less favorable environment [12][20]. - The company is under pressure to either continue acquiring land in Haidian or deliver strong products to prove its market position [25].

具体来看，黄杉木店平房区2107-01、02、03地块，其中01、03为R2二类居住用地，02为托幼用地，01 地块用地规模3公顷，地上建筑规模7.818万平方米，03地块用地规模5.43公顷，地上建筑规模14.113万 平方米，容积率均是2.6，限高80米。 02地块是托幼用地，用地规模5253.052平方米，容积率0.9，地上建筑规模4727.75平方米，后期可结合 方案与01地块统筹布置，建成后需无偿移交。如此一来，01、03地块起拍价为119.59亿元，折算推出楼 面价为5.45万/平方米。孙河2902-73地块，是B4商业金融服务用地，用地规模5.87公顷，地上建筑规模 5.87万平方米，容积率1.0。形成总用地规模14.83公顷，地上建筑规模28.27万平方米。 中指研究院土地市场研究负责人张凯表示，值得关注的是，平房01、03地块原本限高60米，打包后改为 80米，意味着楼层更高，空间舒适度更好。但平房地块捆绑了孙河2902-73商服地块，而且商业与住宅 要一起施工一起交付，对于开发商的资金流、建设进度、多业态协同能力等都有一定的考验。 实际上，早在去年，朝阳区就首创以组团形式进行供地。2024 ...