上周（2025年10月27日-11月2日），昆明楼市5个项目取得预售许可证，大华·星耀项目首开。原融创海豚湾用地调整为商住混合用地，旨在持续盘活烂尾项 目；筑友·翰林府第A2-3地块实景交付，A2-1地块启动续建工程；滇池明珠广场(二期)保障性租赁住房项目，共计112套保租房10月31日预选分配。 据克而瑞发布的最新数据显示，上周昆明共计5个项目向市场供应了7.09万㎡，环比上涨338%；成交6.68万㎡，环比下跌3%；成交均价约11838元/㎡，环比 下跌3%。 （图源：克而瑞） 从"双榜"情况来看，邦泰系项目持续热销，邦泰·观云、邦泰·悦九章·彩云、邦泰映悦、邦泰春华序均上榜。 其中，邦泰·观云单周销售金额约0.58亿元，成交19套，成交均价约18171元/㎡，套均价约303万/套；邦泰春华序销售金额约0.26亿元，成交均价约11282元/ ㎡，套均价约152万/套。这两个项目均为四代宅，产品品质和地段位置也十分优越，自开盘以来热度居高不下。 新规住宅项目——邦泰映悦，则成交22套，成交均价约8428元/㎡，套均价约109万/套；位于呈贡的另一个项目，邦泰·悦九章·彩云成交20套，成交均价约 134万/套 ...

Core Insights - The real estate market in Kunming experienced a significant increase in both transaction volume and prices, surpassing pre-National Day levels, with the average transaction price around 13,174 CNY/m² for the newly launched Yicheng Jinchuanfu project [1][3] - The latest data from CRIC indicates that new supply in the market was approximately 25,100 m², with a transaction volume of 85,500 m², reflecting a 179% week-on-week increase, and an average transaction price of about 11,972 CNY/m², up 7% [1][3] Market Performance - The top three residential projects by sales amount were Bandai Guanyun, Bandai Chunhua Sequence, and Yicheng Jinchuan Cuiyu, with sales amounts of approximately 66 million CNY, 41 million CNY, and 35 million CNY respectively [3] - The average transaction prices for these projects were around 18,721 CNY/m², 11,190 CNY/m², and 13,174 CNY/m², with average prices per unit at approximately 2.88 million CNY, 1.56 million CNY, and 1.6 million CNY [3] Land Supply and Development - No land transactions occurred in Kunming's main urban area last week, with only one land parcel (KCC2024-16) being offered for sale, covering approximately 84.5 acres with a starting price of about 225 million CNY and a starting floor price of 1,900 CNY/m² [3][6] - The land is expected to be developed into a low-density residential community, likely featuring villas or small high-rise buildings [5] Urban Planning and Infrastructure - The Kunming Planning Bureau announced modifications to the detailed planning for schools in the central urban area, affecting nine regions and ten schools, including adjustments to land use for educational purposes [8][9] - The "Shan Chan Hua Yun" cultural tourism project is seeking private partners, with a total investment of approximately 1.64 billion CNY, aiming to integrate tourism, culture, and commerce [8][10] Quality Improvement Guidelines - Kunming released a technical guideline for "good housing," focusing on quality improvement measures addressing common construction issues such as cracking, leakage, and noise [13][14] - The guidelines apply to new residential projects and renovations, with specific technical requirements for different types of housing [14]

Core Insights - The real estate market in Kunming showed a decline in new residential sales in September, with a 7% decrease in transaction area compared to August, yet Bangtai Group has significantly expanded its market advantage [1][3]. Sales Performance - In September, Bangtai Group's project "Bangtai Guanyun" topped the sales chart with a transaction amount of 2.14 billion, leading the second place by nearly 70 million [2][6]. - Bangtai Group secured four out of the top ten sales positions in September, with three new projects launched this year making it to the top ten [1][2]. - For the first three quarters of the year, Bangtai Group's sales volume reached 38.48 billion, nearly double that of the second-ranked Vanke, which had 20.46 billion [4][5]. Market Position - Bangtai Group has maintained its leading position in the Kunming market while increasing the gap with the second place compared to the first half of the year [3][6]. - The company currently has six projects for sale, more than any other real estate firm in the region, contributing to its strong sales performance [6][7]. - The successful launch of new projects and the continued popularity of older projects have allowed Bangtai to maintain a competitive edge and improve its market share [7][8].

Market Overview - In the week of September 8-14, 2025, the Kunming real estate market experienced a decline in both transaction volume and prices, with the Xicheng District seeing a 24% increase in sales of low-priced or newly regulated properties, while other districts faced declines [1] - A total of approximately 43,800 square meters were supplied to the market, representing a 17% increase week-on-week, while transactions totaled about 61,400 square meters, reflecting a 15% decrease [1] - The average transaction price was approximately 11,071 yuan per square meter, down 5% from the previous week [1] Key Projects - The Zhuyou·Hanlinfu project led sales with a weekly sales amount of about 60 million yuan, selling 77 units at an average price of approximately 6,139 yuan per square meter [1] - The Huafa Shuxiang Yunhai project, located in the Ma Street West area, also performed well, with sales of 21 units and an average price of about 10,575 yuan per square meter [1] - The Zhongtonglian Dashushan project ranked second with sales of 27 units and an average price of approximately 10,600 yuan per square meter [1] New Developments - The Chenggong New City project, a new high-end residential development, has seen strong sales momentum since its market entry, with the first building topping out in mid-June [2] - The Longhu Tianjing and Poly Tianjun projects, positioned as high-end improvements, also reported significant sales, with average prices of approximately 16,164 yuan per square meter and 18,654 yuan per square meter, respectively [2] Land and Development Updates - The Guandu Guotou Baiyuefu project, previously the Hengda Jiulongwan site, sold 13 units at an average price of about 14,015 yuan per square meter, indicating a revival of the previously stalled land [5] - No new land was supplied or sold in Kunming's main urban area during the week, but three new projects from Bangtai continued to be promoted [5] - The auction of a 40% stake in the Cuihu Yunding project attracted seven bidders, ultimately selling at a 50-fold premium, indicating strong interest in the area [8] Future Prospects - The idle land of the Cuihu Yunding Phase II project is expected to restart development, highlighting the scarcity value of land around Cuihu [8] - The A2 plot of the Cuihu Yunding project, which has been idle, is anticipated to undergo significant planning adjustments under new residential regulations, making its future product offerings highly anticipated [9]

Market Overview - In the week of August 18-24, 2025, the Kunming real estate market saw an increase in both transaction volume and prices, with a total of 4 projects supplying approximately 53,300 square meters, a 23% increase week-on-week [1] - Total transactions reached about 72,700 square meters, marking a 32% week-on-week increase, with an average transaction price of approximately 12,674 yuan per square meter, up 7% from the previous week [1] Key Projects - Longfor Tianjing achieved remarkable sales, topping the sales charts with a sales amount of approximately 131 million yuan, selling 73 units at an average price of about 15,088 yuan per square meter, and a unit price of approximately 1.79 million yuan [3] - The project recorded sales of about 410 million yuan on its opening day, featuring new unit types ranging from 89 to 235 square meters, and is noted for its high space efficiency and attractive design features [3][6] Competitive Landscape - The market remains polarized, with high-end properties like Bangtai Guanyun and Longfor Shanhai Yuanzhu continuing to perform well, achieving sales amounts of approximately 55 million yuan and 26 million yuan, with average prices around 18,836 yuan and 18,941 yuan per square meter respectively [6] - Conversely, affordable housing projects such as Bangtai Yingyue and Bangtai Huayuan City are also selling well, with average transaction prices of approximately 8,182 yuan and 4,725 yuan per square meter [6] New Supply and Demand - The newly launched Zhongtong Lian Dashushan project in Chenggong New City successfully sold 110 units with a take-up rate of 64%, offering units priced between 10,200 and 11,500 yuan per square meter [7] - The project is recognized for its high efficiency in space utilization, with some units achieving a remarkable 252% usable area ratio [7][10] Educational Infrastructure Development - The Longjie Village urban renewal project includes plans for a new primary school, with a total planned area of approximately 27,001.14 square meters [10][12] - The Guandu Ancient Town project is also set to include educational facilities, with a total land area of about 67.68 acres, aimed at enhancing local educational resources [12][14]

片来源：克而瑞 从"双榜"情况来看，东旭御山湖、邦泰春华序2个呈贡片区的项目领衔，位居前两席。销售金额分别为 0.47亿元、0.41亿元，成交22套、33套，成交均价约8924元/㎡、9443元/㎡。 上周（2025年8月11日-17日），昆明一环内住宅用地小规模供应，栗树头城改后续用地入市竞拍，龙湖 峯萃、东方润麒、邦泰春华序等多个新规产品持续热销。原恒大城售楼部即将易主，东原启城2宗住宅 用地成功出让成交；巫家坝将建第3所学校，要求引入云师大系。 据克而瑞发布的最新数据显示，上周昆明共计有6个新规住宅供应了4.32万㎡，环比上涨108%；成交约 5.52万㎡，环比上涨6%；成交均价约11871元/㎡，环比下跌5%。 图 土地方面，上周昆明主城仅1宗住宅用地供应，1宗旅馆用地底价成交。 该编号为KCPL2025-2号的城镇住宅用地，预计于9月3日网拍。根据出让公告，位于盘龙区鼓楼街道办 事处，面积6394.07㎡，地块容积率＞1且≤3.72，建筑密度≤30%，绿地率≥40%。 3号地块则位于工人文化宫西侧，面积约14亩，容积率5.6。 位于一环内的栗树头城改项目分两期开发，一期即大宥城，于2008年就启动开 ...

Group 1 - The overall average price of the Kunming real estate market increased by 5% due to the launch of high-priced projects [1] - Only one project supplied 20,800 square meters, a decrease of 11% week-on-week, while transaction volume fell by 34% to 52,300 square meters [1] - The average transaction price was approximately 12,524 yuan per square meter, reflecting a 5% increase [1] Group 2 - The Huaren Center continued to perform well after regulatory adjustments, ranking first and fifth with sales of 52 million yuan and an average transaction price of about 18,440 yuan per square meter [3] - The first fourth-generation residential project in Chenggong, Bangtai Chunhua Xu, ranked second and first with sales of 42 million yuan and an average price of about 9,960 yuan per square meter [3] - The highest-priced property, located in the exhibition area, achieved sales of approximately 30 million yuan with an average price of 26,527 yuan per square meter [3] Group 3 - Two land parcels were successfully sold at the base price in Kunming's main urban area, with one in Wuhua District sold for approximately 55.12 million yuan and the other in Xishan District for about 340 million yuan [4] - The land in Wuhua District was acquired for a floor price of about 1,139 yuan per square meter, designated for resettlement housing [4] - The Xishan District land was sold for a floor price of about 6,866 yuan per square meter, with a plot ratio between 1 and 3.1 [4] Group 4 - The Maixi Village urban renewal project in Panlong District was approved for phased development, covering a total area of approximately 1,353.89 acres [6] - The project includes significant residential and educational land adjustments, with a total demolition area of about 846,800 square meters [9] - The project aims to develop a high-quality low-density residential area, with the first phase including a middle school and resettlement housing [7] Group 5 - The construction of supporting infrastructure for the Xiaoyao Village and Dabo Village urban renewal projects has entered the bidding phase, with an estimated construction cost of about 30 million yuan [11] - The Xiaoyao Village project will include approximately 29.75 acres of resettlement housing and over 110,000 square meters of total building area [11] - The Dabo Village project is located in a core area and covers a total area of 332.02 acres [11] Group 6 - The first market-oriented rental housing pilot project in Kunming has officially launched, with two projects providing a total of 901 rental units [13] - The third floating bridge on the Dianchi Lake is expected to be completed by late September, enhancing connectivity between the east and west banks [14] - The 2025 distribution of affordable rental housing in Kunming has begun, with 396 units available at a starting rent of 12.46 yuan per square meter [14]