据克而瑞发布的最新数据显示，上周昆明共计3个项目向市场供应了约3.19万㎡，环比上涨122%；成交约5.82万㎡，环比上涨24%；成交均价约12460元/ ㎡，环比微跌1%。 （图源：克而 瑞） 从"双榜"情况看，近期加推的南市区四代宅邦泰观云，连续两周位居商品住宅销售金额TOP5榜首，销售约0.72亿元，成交23套，成交均价约19041元/㎡， 套均价约314万/套。 山海湾·金澜锦翠则以约0.28亿元、成交19套的成绩，位居双榜第三，成交均价约13314元/㎡，套均价约149万/套。 上周（2025年11月17日-23日），昆明楼市成交量涨价跌，价格受空港板块项目集中备案带动，回调至12400元/㎡。官渡区圈定年内工作重点，全年完成 拆迁27万㎡，加快巫家坝开发；呈贡龙街村新地块启动征收，为中学腾地；昆明将举行住宅专项维修资金管理办法听证会，官渡区重启购房契税补贴申 报。 土地方面，上周昆明主城共计供应11宗土地，关注度最高的是西山区上架的3宗住宅用地，1宗位于高新区的城镇住宅用地。仅1宗土地成交，具体详情参 见《浙江义承斩获一二一TOD项目用地，昆明一环再添2万+高端住宅》。 市场方面，上周昆明主城无项 ...

Market Overview - In the week of November 17-23, 2025, Kunming's real estate market experienced fluctuations in transaction volume and prices, with prices adjusting to 12,400 CNY/m² due to concentrated project registrations in the airport area [1] - According to the latest data from CRIC, approximately 31,900 m² of new projects were supplied to the market, a 122% increase week-on-week; transactions reached about 58,200 m², up 24% week-on-week; the average transaction price was approximately 12,460 CNY/m², a slight decrease of 1% [1] Key Projects and Sales Performance - The newly launched Nan Shi District's Si Dai Zhai Bang Tai Guan Yun topped the sales amount in the commodity residential sales TOP 5 for two consecutive weeks, with sales of approximately 72 million CNY and an average transaction price of about 19,041 CNY/m² [3] - Shan Hai Wan · Jin Lan Jin Cui ranked third in sales with approximately 28 million CNY, selling 19 units at an average price of about 13,314 CNY/m² [5] - The project located in the airport area, Shou Chuang · Yu Hua Zhou, led in transaction volume with 30 units sold at a low average price of 5,238 CNY/m² [5] Land Supply and Development Plans - Last week, Kunming's main urban area supplied 11 plots of land, with the highest attention on three residential plots in Xishan District and one urban residential plot in the High-tech Zone; only one plot was successfully sold [1] - The third batch of national land and buildings for demolition in Chenggong Longjie Village has begun, with a compensation fee of approximately 190 million CNY planned for demolition, aimed at constructing a new middle school [7] Economic and Investment Insights - In the first half of 2025, Guandu District achieved a GDP of 88.151 billion CNY, a year-on-year growth of 5.1%, ranking first among all counties and districts in the province [9] - The district plans to continue expanding investments to stabilize economic growth, focusing on key projects such as Wujia Ba and attracting financial companies and high-end commercial complexes [9][10] Policy Updates - The Guandu District has reopened the application channel for housing transaction tax subsidies from November 17 to November 23, 2025, allowing eligible buyers to claim up to 30,000 CNY [10] - A public hearing on the "Kunming Residential Special Maintenance Fund Management Measures (Trial)" is scheduled for late December, aiming to address long-standing issues in fund usage and supervision [11][12]

Market Overview - In the week of November 3-9, 2025, Kunming's real estate market saw 4 projects obtain pre-sale permits, with 3 projects launching 247 units [1] - Total market supply reached approximately 78,100 square meters, a 10% increase week-on-week, while transaction volume fell to 46,600 square meters, a 30% decrease [1] - The average transaction price was about 11,440 yuan per square meter, down 3% from the previous week [1] Project Performance - Bangtai Yingyue led the sales with a transaction amount of approximately 25 million yuan, selling 23 units at an average price of about 8,408 yuan per square meter [3] - Other notable projects included China Resources Center, Vanke Guiyu Dongfang, and Xuhui Plaza, with sales amounts of approximately 23 million yuan, 21 million yuan, and 18 million yuan respectively, and average prices ranging from 13,203 to 14,581 yuan per square meter [3] - Huafa Shuxiang Yunhai continued to perform well, achieving a sales amount of about 20 million yuan with 17 units sold at an average price of 11,052 yuan per square meter [3] Land Transactions - Two land parcels were re-listed in Kunming's main urban area, with only one successfully sold [4] - The KCPL2025-2 land parcel, approximately 9.6 acres, was sold for 220 million yuan, with a starting floor price of 9,229 yuan per square meter [6] - The KCXS2021-16 land parcel, covering about 85 acres, had a starting price reduced to 1.095 billion yuan, with a starting floor price of 6,227 yuan per square meter [8] New Developments - No new projects were launched last week, but three projects, including Bangtai Guanyun and Puyue ONE, had additional units released [10] - Bangtai Guanyun sold 12 out of 46 units at an average price of 18,700 yuan per square meter, achieving a take-up rate of 24% [10] - The project Yicheng·Danxia Cuiyu had a low take-up rate of 7%, selling only 7 out of 97 units at an average price of 22,000 yuan per square meter [11] Policy Updates - Kunming's real estate registration center has initiated a comprehensive pre-registration process for existing housing, aimed at regulating transactions and preventing risks such as "multiple sales" and "multiple mortgages" [12]

Core Viewpoint - Yunda Group, a well-known real estate company from Sichuan, has been operating in Yunnan for seven years but has only recently made moves to enter the main urban area of Kunming, indicating a strategic shift in its development focus [1][2]. Group 1: Company Development - Yunda Group has developed 13 projects across five cities in Yunnan since entering the market in 2018, with a focus on tourism and wellness real estate [4][6]. - The company established Kunming Lingyao Real Estate Co., Ltd. in April this year, signaling its intent to explore development opportunities in Kunming's main urban area [2][6]. - Despite its extensive experience in Yunnan, Yunda's late entry into Kunming's main urban area has raised questions about its market recognition [2][5]. Group 2: Market Comparison - Yunda Group's strategy contrasts with that of Bangtai Group, which quickly entered the Kunming market and has focused on urban residential projects, leading to its current dominance in the Kunming real estate market [5][6]. - Bangtai Group's success in Kunming is attributed to its early focus on urban residential properties, while Yunda has concentrated on tourism-related projects, which have faced slower sales and price weakness [6][5]. - The competitive landscape suggests that Yunda Group, despite its strong development capabilities, may need to adapt its strategy to capture opportunities in the more lucrative urban residential market [6].

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 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]

Group 1 - The core viewpoint of the article highlights the mixed performance of the Kunming real estate market, with a decrease in transaction volume but an increase in average prices [1][3] - Two projects launched over 200 new housing units, while the overall market saw a supply drop of 69% and a slight transaction decrease of 4% [1][3] - The average transaction price reached approximately 12,271 yuan per square meter, reflecting a 7% increase compared to the previous period [1] Group 2 - The top-selling project, Puyuy ONE, achieved a sales amount of about 0.49 billion yuan with an average price of 17,595 yuan per square meter [1][3] - Longlin Tianjing, located in the Dongbaisha River area, recorded a sales amount of approximately 0.24 billion yuan and an average price of around 5,893 yuan per square meter, indicating a successful price-to-volume strategy [3] - New Hope·Jinguanfu, a recently launched project, reported a sales amount of about 0.17 billion yuan with an average price of 8,463 yuan per square meter, benefiting from high efficiency in sales [3][5] Group 3 - The land market in Kunming saw no transactions last week, with only one residential land supply in the Century City area, covering approximately 43 acres and starting at a price of about 4.34 billion yuan [5][7] - The land was previously designated for commercial use and has been reclassified for residential development, indicating a shift in market strategy [7][10] - The project aims to create a high-quality, low-density community, which may intensify competition in the area [7][10] Group 4 - The project in the Northwest New City, originally a stalled commercial building, is set to be transformed into affordable rental housing, marking a significant turnaround after eight years of inactivity [8][10] - The project will consist of 901 units, primarily designed as small to medium-sized apartments, and aims to address the issue of unfinished commercial properties in Kunming [10][13] - The redevelopment plan reflects a broader trend in the industry towards creating affordable housing solutions in response to market demands [10][13]

Core Insights - The fourth-generation residential projects in Kunming are diversifying rapidly, with a focus on high-end offerings like Bangtai Guanyun and Yicheng Danxia Cuiyu, which have recently launched. The upcoming Xuhui Plaza Phase II, named Platinum Forest Language, aims to attract both upgrade and first-time homebuyers with smaller unit sizes ranging from approximately 107 to 138 square meters [1][5]. Group 1: Project Details - The smallest unit in Platinum Forest Language is approximately 107 square meters, featuring a unique layout with a spacious terrace and a high efficiency rate of 130% [3]. - The 138 square meter unit is a corner layout with a 122% efficiency rate, showcasing luxury-level space with a combined living and dining area of about 73 square meters [5]. - The trend of smaller units in fourth-generation residential projects is becoming more common, as seen in other cities, with many projects offering units around 110 square meters or less [6]. Group 2: Market Trends - The development of fourth-generation residential projects is primarily focused on the improvement market, with many cities imposing minimum size requirements for these units, such as over 100 square meters in Wuhan and over 200 square meters in Xiamen [7]. - The pricing strategy for Platinum Forest Language is crucial, as the construction costs for fourth-generation homes are higher than previous generations, suggesting that prices will not be lower than those of earlier phases or nearby projects [8].