（图片来源：Domain） 一处位于Bondi Beach的Notts Ave的海景公寓，以每平方米约126000澳元的价格保 持着全国最高纪录。 Domain网站7月11日报道，一栋位于悉尼、宽度仅3.9米的豪宅以1950万澳元的价格 成交，每平价格刷 新全国纪录。 据了解，这栋位于Darling Point的超窄豪宅，按每平方米的价格创下了澳洲独立 住宅的新纪录。 这处临港物业占地207平方米，相当于每平方米94202澳元。 报道称，按此衡量标准，只有公寓的售价能超过这一数字。 澳洲最贵住宅One SydneyHarbour的顶层公寓上个月底以1.4155亿澳元的价格成 交，其每平方米价格也 突破了10万澳元大关。 Domain的挂牌信息指出，这栋位于3a Carthona Ave的超窄豪宅在5月预定拍卖前就 已售出。 （图片来源：Domain） 据描述，该房产被宣传为Darling Point最后几栋可以从正面尽享海景的住宅之 一，Darling Point是一个 距CBD约4公里的高档社区。 该房产上一次交易是在2001年12月，当时的成交价为1550万澳元，这意味着每年平 均增值超100万澳 元。 ...

2025.07. 09 本文字数：1106，阅读时长大约2分钟 作者 | 第一财经 邹臻杰 其中，上海豪宅市场项目认购的动力充足。上半年总价3000万元及以上的新房项目交易1096套，成 交金额达553亿元。该指标远超2023年上半年194亿元的金额，增幅达到了184%。从历年上半年的 豪宅交易数据看，上海已连续2年豪宅交易需求出现明显拉升，即各半年度交易规模均超过500亿 元。这既体现了改善型住房需求积极释放，也体现出高端房产购买力强的特征。 土地市场方面，上半年来看，上海土地成交（含纯住宅、商住、商办）建筑面积为215万平方米，相 比2024年上半年增长13%。从土地出让金的角度看，2025年上半年土地出让金（含纯住宅、商住、 商办）为670亿元，相比去年同期增长51%。这说明土地供应量价齐升的态势，也说明高质量和优质 地块的供应明显增加，更好支持高品质住房的建设。 研究院副院长严跃进告诉记者，在整体的房地产市场中，豪宅市场普遍向好，一方面是由于现阶段资 金投放渠道有限，大家看好豪宅能够保值增值，这反映了老百姓的资金流向；另一方面，由于豪宅本 身代表了高品质的住宅需求，有一些也处于好的地段，这也从侧面反映 ...

Group 1 - The Shanghai real estate market has shown a recovery trend since the fourth quarter of last year, with significant performance in the land and luxury housing markets [1][2] - In the first half of the year, Shanghai's total housing transactions reached 13.11 million square meters, the highest for the same period since 2022, with a year-on-year increase of 17% [1] - The luxury housing market saw a substantial increase, with 1,096 units sold at prices of 30 million yuan and above, totaling 55.3 billion yuan, a 184% increase compared to the same period in 2023 [2] Group 2 - The land market in Shanghai recorded a total transaction area of 2.15 million square meters in the first half of the year, a 13% increase compared to the same period in 2024 [2] - The land transfer revenue reached 67 billion yuan, a 51% increase year-on-year, indicating a rise in both supply and quality of land available [2][3] - The positive performance in the luxury market and land transactions reflects strong investment confidence and a shift towards high-quality residential demand [3]

2021年，房地产最顶峰，全国商品房卖了近18.2万亿，是国内生产总值的15.91%。 2024年，全国商品房销售额跌到了9.68万亿，只有国内生产总值的7.17%。 有机构和业内人预测，今年地产销售会进一步下降，到"8字头"。与之对应的是一连串的产业链收缩、从业者收入缩水、业主们资产贬值、二手房流动性 下降。 宏观的每一格数字变动，背后都是无数个体的故事。经济转换阶段，超级个体可以靠小趋势继续吃香喝辣，但大多数普通人都只能在主流叙事下生存，并 承受外界的压力。 据媒体报道，现在有一些业主为了把自己的房子卖出去，转行去当中介。 比如，深圳祝女士在罗湖莲塘片区有一套老房子，2024年9月因工作原因，打算把这套房子卖掉，置换一套新房，挂了半年多一直没有成交。 今年3月，着急的祝女士决定加入中介大军，学习卖房技巧，但最后得出的结论是：买家肯出的价格和业主心理底价价差过大，要想把房子快点卖出去， 只能降价。 买房的人，希望房价再低一点。卖房的人，已经亏得肝疼。但，"降价成交"就是目前二手房市场的主流叙事。 尽管今年上半年深圳二手住宅成交29231套，同比大增36.6%，但个体的感受却完全不同。 瑞银最新发布的一份中国 ...

据RealEstate网站7月7日报道，一处占地4400平、长期以来被认为是悉尼港最佳地 块之一，现已上市出 售，预计售价约为1.2亿澳元。 当被问及这个非公开上市的房产时，两人都拒绝置评。 但众所周知，不少开发商对这一巨大机会跃跃 欲试，并已收到至少一个报价。 这处位于Rose Bay区New South Head Rd 754-756号的物业，包含两座住宅、一座 游泳池和一个网球场。 （图片来源：RealEstate） 真正让它价值连城的是其土地面积，由五个独立的地契组成，毗邻海滨，并享有海 港大桥的壮观视 野。 消息人士透露，负责此次出售的代理为Biller Property的Paul Biller和Biller Projects的Joshua Punin。 （图片来源：RealEstate） 记录显示，神经外科教授Noel Dan的妻子Adrienne Dan于1983年以103万澳元的价 格购买了该房产的海 滨部分。 该物业曾经还是广告商John Singleton的产业。 1986年，该物业又将隔壁临街、占地1029平的维多利亚风格住宅纳入其中，成交价 62.9万澳元。这使得 该住宅提供了从街道到 ...

资金为何在这个时候看好香港本地房企？ 作者 | 弗雷迪 数据支持 | 勾股大数 据（www.gogudata.com） 2025 年 6 月，港股地产股（如恒基地产、新鸿基地产、九龙仓集团）集体走高，涨幅显著跑赢大盘。 尽管本地房企中其中不乏问题企业，譬如债务岌岌可危的新世界发展，一度从千亿市值得剩十分之一，优质龙头房企却是港股典型的低估值， 高股息代表，避险资金的心头好。 7 月 3 日，香港土地注册处公布 2025 年 6 月住宅楼宇买卖合约同比上升 54.4% ，反映香港房地产市场活跃度提升。 这一轮反弹是否预示着，香港楼市，即将迎来拐点？ 港股地产开发商公司分为内地房企和本土房企，尽管许多本地房企巨头的业务版图早已深入内地，股价走势依旧与香港本地市场的景气程度挂 钩。 既然扎根市场不同，政策环境和供需因素变化各异，也就导致了业绩层面和估值水平的差异。 先来看内房股，内地房地产 政策主线 在于 止跌回稳 ，市场仍需时间消化行业风险。 尽管政策持续松绑（如首付比例下调、利率降低），但行业出清尚未完成，叠加销售数据未见显著复苏（ 1-6 月 TOP100 房企销售额同比 -11.8% ）， 内地房企基本面尚 ...

Core Viewpoint - The Hong Kong real estate market is currently facing uncertainty, leading many property owners, including notable figures, to sell their properties to alleviate financial pressure. However, potential buyers are hesitant, resulting in unsold listings and price reductions [1][4]. Group 1: Market Conditions - The real estate market in Hong Kong is characterized by a lack of buyer interest, with many properties remaining unsold despite price reductions [1]. - Property owners are increasingly lowering prices to attract buyers, as evidenced by the case of director Wong Kar-wai, who reduced the price of his luxury property by 16.8% [4]. Group 2: Wong Kar-wai's Property Sales - Wong Kar-wai's luxury apartment in the Long Beach Garden has been on the market since early 2022, initially listed at 23.8 million HKD but now reduced to 19.8 million HKD, reflecting a return to 1997 price levels [4][6]. - Despite the apartment's prime location and sea view, it has not attracted buyers, indicating a broader trend in the market where even desirable properties struggle to sell [1][4]. Group 3: Financial Considerations - Wong Kar-wai's decision to sell his properties appears to be a strategic business move rather than a response to financial difficulties, as he holds multiple properties valued over 200 million HKD [9]. - The management of Wong's properties is handled by his wife, Chan Yi-ching, who has significant experience in real estate, suggesting that the sales strategy is well-considered [9][12]. Group 4: Other Properties - Wong Kar-wai is also attempting to sell another property in Repulse Bay, initially listed at 65 million HKD and later reduced to 60 million HKD, yet it remains unsold [10].

Core Insights - Hangzhou's land auction revenue reached 100 billion yuan in the first half of 2025, nearing the total revenue for the entire previous year, leading the nation [1] - The city has fully lifted the new housing price limit policy, fundamentally altering the real estate market dynamics from price restrictions to encouraging price increases and high-quality product development [1] Group 1: Land Auction and Revenue - Hangzhou's land auction revenue in the first half of 2025 is close to last year's total, indicating a strong demand for land [1] - The emergence of high premium "land kings" reflects the competitive nature of the land market in Hangzhou [1] Group 2: New Housing Market Dynamics - The cancellation of new housing price limits has led to a significant shift in the pricing strategy, promoting higher new home prices [1] - Recent launches of price-unrestricted new homes have seen strong sales, with mid-to-high-end projects experiencing a 20% price increase and achieving rapid sales [1] - The market for high-end luxury homes has also seen a 40% price increase, with a low acceptance rate of 13% for new buyers, indicating high demand despite rising prices [1] Group 3: Market Trends and Buyer Behavior - The focus on core quality land parcels and the developers' aim to create "good houses" have made mid-to-high-end improvement projects the main attraction in the new housing market [1] - Despite price increases, these improvement-type residences are still well-received by buyers, suggesting a robust demand for quality housing [1]

Core Insights - The investment confidence of real estate companies in land acquisition has shown signs of recovery in 2023, particularly in hotspot cities and core areas [1][2] - The total land acquisition amount for the top 100 companies reached 506.55 billion yuan in the first half of 2025, marking a year-on-year increase of 33.3% [1] - Despite the overall decline in residential land transaction area across 300 cities, land transfer revenue has significantly increased due to the rise in quality land supply in core cities [1][3] Group 1: Market Trends - Central and state-owned enterprises dominate land acquisition, with 8 out of the top 10 land acquirers being state-owned [2] - The trend shows significant investments in hotspot cities, with Poly Development leading the investment with 89.9 billion yuan [2] - The land market is characterized by a "shrinking volume but rising prices" phenomenon, with residential land transactions in 100 core cities decreasing by 10.6% but transaction amounts increasing by 22.0% [3] Group 2: Investment Strategies - Real estate companies are increasingly cautious, balancing a desire for investment opportunities with a cautious approach due to ongoing industry adjustments [1][4] - Companies are focusing on core city land parcels, which has contributed to rising floor prices [4] - The market is witnessing a shift towards high-quality housing products, driven by new national standards and increased consumer demand for better living conditions [3][6] Group 3: Financial Dynamics - The funding for land acquisition primarily comes from self-owned funds, particularly sales returns, due to restrictions on leverage and financial tools [7] - Despite a general decline in sales for the top 100 real estate companies, some firms like Yuexiu and China Jinmao have reported sales growth of around 20% to over 30% [8] - The luxury property market remains strong, with high-net-worth individuals optimizing their asset allocations, contributing to the demand for core area land [8] Group 4: Future Outlook - The traditional off-season for the real estate market is approaching, and while debt resolution efforts are accelerating, the financing environment remains constrained [9] - Further macro-level support and policies may be necessary to improve sales performance in the latter half of the year [9]

今年6月以来，香港曝出多宗内地豪客赴港购买亿元（港元，下元）豪宅的报道。譬如亚洲楼王Mount Nicholson顶层特色户、山顶白加道31号B洋房等等，传称买家均有中国内地背景。 南都湾财社记者根据香港中原地产的数据整理发现，在今年前5月，香港已成交52套总价超亿元的豪 宅，对比2020年、2022、2023年有所增长。成交集中在香港传统豪宅地段，如山顶、深水湾等，约七成 买家是内地客。 前5月，香港已成交52套亿元豪宅 内地有钱人去香港买房，一直是房地产行业公开的现象。而逾亿元的豪宅成交，透过媒体的披露，也能 让公众窥见一二。 楼市穿越周期之下，香港亿元豪宅也正在经历"换血"。 在近期公开披露的顶级亿元豪宅成交中，不乏6.09亿元的大单。比如香港山顶豪宅Mount Nicholson第二 期B座顶层Penthouse B，实用面积4217平方呎，4房4套间隔，带3112平方呎天台及两个车位，以6.09亿 港元售出，传称买家为内地某公司前主要股东之一。而香港山顶白加道31号B洋房，也传出为有内地背 景的豪客以2.88亿港元购买。该豪客亦曾在2013年以7.4亿元在同地段买入一套。 翻看过往香港逾亿元豪宅成交 ...