2025年11月，成都新房市场整体表现稳健。全市一手住宅网签5897套，虽然环比略降9.8%，但在全国二线城市中仍处于领先位置。更值得关注的是，当 月商品住宅成交面积约78.3万㎡（建面），显示出市场活跃度依然强劲。 主城核心区：豪宅引领金额榜 主城核心区在11月的表现格外亮眼。锦江区新房成交均价高达52773元/㎡（建面），环比上涨2977元/㎡，涨幅居全市首位。这一现象的背后，是多个高 端项目的集中成交所带动。 金融城贝宸S1 华润置地·华宸府延续了华润在高端市场的强势表现，强调"区域占位+产品创新+圈层聚合"三位一体优势，成为高净值家庭的优选。 金融城贝宸S1作为贝壳集团首个住宅开发项目，11月销售约4.83亿元，位列全市金额榜第五位。项目位于金融城三期，仅规划108户，产品建面275–375 ㎡，配备华为鸿蒙"六感智慧物联"系统，精准锁定高净值客群。 中铁博雅艺术城 中铁博雅艺术城同样表现抢眼，11月首开热销109套，成交金额约6.06亿元，登上单月金额榜TOP3。项目位于一环内侧，主打建面170–230㎡全四房产 品，以五维静音系统和华为鸿蒙智家系统为卖点，均价约2.8万元/㎡（建面）。 华润置地· ...

Core Insights - The traditional sales peak season "Golden September and Silver October" has arrived, with developers actively preparing for increased sales opportunities [2][5][12] - New housing policies have positively impacted market sentiment, leading to increased buyer interest and sales in various cities [4][6][12] Group 1: Market Activity - In Shanghai, the first batch of pre-sale permits in September totaled 139,000 square meters with a total value of approximately 8.31 billion yuan, covering multiple hot districts [2][9] - In Beijing, new housing policy implementation has resulted in a three-week consecutive increase in new home registrations, indicating a positive market response [4][5] - In Shenzhen, the first weekend after the new policy saw a 48% increase in property visits and a 60% increase in sales volume [12] Group 2: Developer Strategies - Developers are leveraging the "Golden September and Silver October" period to launch promotional campaigns, such as Vanke's "2025 Golden Autumn Quality Housing Festival" [11] - In Shanghai, the housing authority's direct promotion of new projects has led to increased buyer engagement, particularly in areas outside the city center [6][9] - In Beijing, developers are focusing on projects located in the outer ring, where the new policies have opened up opportunities for previously hesitant buyers [5][12] Group 3: Regional Highlights - Chengdu is expecting over 1,500 new homes to enter the market in September, with several notable projects set to launch [10][11] - In Shenzhen, the easing of purchase restrictions has allowed previously excluded buyers to enter the market, significantly boosting both viewings and sales [12] - The luxury market in Shanghai remains robust, with the Jinling Huating project setting a new record for new home prices at 326,800 yuan per square meter [7][9]

Core Viewpoint - The real estate market in Chengdu has seen a significant increase in activity during the "May Day" holiday, driven by the introduction of the "Good Housing" evaluation standard and various promotional activities by developers [1][10][12]. Group 1: Market Activity - The number of visitors to real estate projects in Chengdu surged, with some projects reporting over 2,000 visitors during the holiday [2][3]. - Key projects like Dongcheng Jinmao Xiaotang and Vanke Dushi Jiadi experienced high foot traffic, with the former seeing over 900 clients making deposit reservations [3][5]. - The overall market sentiment is positive, with many projects achieving full sales upon opening, despite price increases of 1,000 to 2,000 yuan per square meter [12]. Group 2: Project Highlights - The Dongcheng Jinmao Xiaotang project, part of a major urban renewal initiative, has a total investment of approximately 36.8 billion yuan and offers high space efficiency with an average usable area rate exceeding 110% [3][12]. - Vanke Dushi Jiadi, launched during the holiday, attracted over 700 visitors and had more than 300 clients making deposit reservations, showcasing strong demand for its products [5][10]. - The Yuejinsha project, located in the west of the city, also reported an average of 100 visitors per day since its opening, indicating robust interest in new developments [7][9]. Group 3: Policy Impact - The introduction of the "Good Housing" evaluation standard has led to a notable increase in the number of compliant projects, with over 13 projects in Chengdu meeting the new criteria by the end of April [12]. - The market is experiencing a shift, with approximately 70% of the new projects achieving over 80% sales within a month of launch, reflecting strong demand for high-quality housing [12][13]. - Developers are responding to the new standard by accelerating product updates, with several projects expected to receive pre-sale permits in May [12][13].