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上海超高层住宅全景:感受不一样的风景
Sou Hu Cai Jing· 2025-08-16 08:52
前不久,有幸预约到"浦西第一高楼"(320米)的The Stage白玉兰观景台,通过360°全景视野俯瞰浦江风光,将外滩万国建筑群、陆家嘴"三件套"和东方 明珠尽收眼底,如此震撼的凌空视觉冲击,也许就是富豪们如此钟爱超高层住宅的原因吧,拥有独特的天际景观,成为彰显身份地位的重要标志。 图:上海天际线,拍摄于The Stage白玉兰观景台 唯有地段与视野不可辜负 区位分布:黄浦占据半壁江山 上海对于天际线的规划是十分讲究的,2021年以来,超高层住宅(指100米以上,下同)的供应屈指可数,一半位于黄浦,此外还有黄浦江沿岸的虹口北 外滩和浦东前滩,以及苏州河北岸的静安西藏北路片区。可见,能规划超高层的地段,要么是传统"上只角",要么是"一江一河"沿线的景观地带。 从2024年以后入市的房源面积段来看,超高层产品并没有一味地做出超大户型,300㎡以上户型占比仅为26.8%,150㎡-300㎡的户型占比接近2/3,这或许 与我们的传统认知有所差异。 表:2021年以来超高层项目供应套数面积段分布 表:2021年以来超高层项目供应套数板块分布 (截至2025/8/15) | 时间 | Earlies | | | | | ...
上海卖地出新招,像爱马仕配货!
3 6 Ke· 2025-07-08 02:34
Core Viewpoint - Shanghai has introduced a new land sales method called "bundled sales," allowing the sale of land parcels from different administrative districts together, marking a significant shift in land transaction strategies in the city [1][2]. Group 1: New Land Sales Method - The new method began in June 2023, where land is first granted to local state-owned enterprises and then sold as a package through the Shanghai United Property Rights Exchange [2]. - This approach deviates from traditional auction methods, focusing on agreements rather than competitive bidding [2]. Group 2: Market Participants - The first major player to adopt this method is Jianfa, which spent 12.35 billion to acquire a package of land in Yangpu and Hongkou districts, addressing its previous challenges in securing land in Shanghai [3]. - Other state-owned enterprises, such as Poly Developments and China Resources, are also preparing to participate in this new land acquisition strategy [4][16]. Group 3: Characteristics of Bundled Sales - Bundled sales feature combinations of prime locations, such as Hongkou and Yangpu, or Huangpu and Pudong, focusing on core urban areas [6][7]. - The land parcels are high-value, with total prices starting from over 6 billion to more than 24 billion, indicating that only financially robust companies can participate [9]. - The sales agreements stipulate that any breach of contract on one parcel will be considered a breach for the entire package [10]. Group 4: Specific Land Packages - Poly Development is targeting a package in Hongkou and Yangpu, which includes a total area of approximately 2.7 hectares, with a focus on maintaining the historical architectural style of the area [12][14]. - China Resources is pursuing a high-value combination in Huangpu and Pudong, with a starting price of 24.4 billion, indicating a significant investment in the Shanghai real estate market [18].
“有天有地”的别墅走俏,谁在撑起这个小众高奢市场?
第一财经· 2025-06-17 09:04
Core Viewpoint - The villa market is experiencing a resurgence, with increasing transaction volumes and prices in cities like Guangzhou and Hangzhou, driven by a shift in buyer preferences towards low-density living and improved lifestyle choices [1][2][3]. Group 1: Market Activity - Guangzhou has seen multiple transactions of second-hand villas, with notable sales such as a 380 square meter villa sold for 18.18 million yuan, translating to approximately 5.23 million yuan per square meter [2]. - In Hangzhou, the villa market is particularly active, with 44 transactions recorded in the first five months of 2025, reaching about 67% of the total transactions for the previous year [3][4]. - The demand for villas is not limited to second-hand properties; new villa projects in cities like Shanghai and Suzhou are also attracting significant buyer interest, with some projects achieving high sales rates upon launch [4][5]. Group 2: Buyer Preferences - There is a noticeable shift in buyer preferences towards villas, driven by factors such as location and scarcity, with buyers increasingly valuing the unique attributes of villa properties [3][7]. - The pandemic has accelerated the desire for homes with outdoor space, leading to a surge in demand for villas as buyers seek a different lifestyle experience [7][8]. Group 3: Supply Dynamics - The supply of low-density land is increasing, with a notable rise in plots with a floor area ratio (FAR) below 1.5, which is conducive to villa development [9][10]. - In 2024, 18% of residential land in 22 key cities had a FAR below 1.5, an increase of 6.3 percentage points from 2023, indicating a trend towards more villa-friendly land policies [10][11]. - Suzhou is particularly notable, with a significant increase in the supply of villa-type products, including a threefold increase in the supply of linked villas in 2024 compared to previous years [11].
“好房子”遍地的背后,这是什么阳谋?
Hu Xiu· 2025-06-16 00:15
Group 1 - The concept of "good houses" is being promoted uniformly across cities and developers, indicating a larger strategic plan behind this trend [1][2] - The real estate industry is transitioning from a financial attribute to a manufacturing attribute, driven by the need to mitigate existing risks and bubbles [2][4] - The industry requires a fundamental transformation in product forms to stimulate demand, similar to the shift seen in the automotive market towards electric vehicles [3][4] Group 2 - The confidence of customers must shift from speculation on housing prices to trust in product quality, which is essential for a healthy demand in real estate [5][6] - The real estate market remains substantial, with a scale of trillions, but must now focus on product quality rather than price alone [7][8] - Changes in land policies and costs are leading to the emergence of innovative products that differ significantly from previous offerings [8][10] Group 3 - The gap between new and old properties is expected to widen, with a clear distinction emerging in the market [15][16] - The market will continue to focus on new developments, with smaller project sizes becoming the norm, enhancing market participation and maintaining interest [18][20] - The second-hand market will increasingly rely on intermediaries, with a potential shift in commission structures for agents [21][22] Group 4 - The pricing logic for new properties is evolving, where higher prices must be justified by product quality, reflecting a shift in market dynamics [23][24] - The market is expected to see the emergence of new leaders across various price segments, similar to trends in the electric vehicle market [26][27] - The competition in the real estate sector will be driven by product quality and customer engagement, leading to a more dynamic market landscape [27][28] Group 5 - The industry is undergoing a supply-side reform, combining new land and policies to transition into a new operational model [29][30] - Each city faces challenges in balancing the advancement of new models while addressing existing inventory issues [30][31] - The performance of local real estate markets will heavily depend on the management capabilities of local governments [32]
Day6 | 2025上半年中国房企产品测评入围项目展示
克而瑞地产研究· 2025-06-13 08:46
Core Viewpoint - The "2025 Mid-Year China Real Estate Product Evaluation" has officially entered the project display phase, with the initial shortlisted projects announced on June 3, 2023. The evaluation will combine expert reviews and online voting to determine the top projects in various categories [1]. Group 1: High-End Projects - The high-end shortlisted projects include "Guangzhou Yuexiu·Huafa Pazhou·Yue" which emphasizes a blend of urban and natural landscapes [1]. - "Shanghai Yuexiu·Bund Yue" is noted for its modern architectural style and is categorized as a contemporary masterpiece [2]. Group 2: Light Luxury Projects - The light luxury shortlisted project "Beijing China Merchants Sequence" aims to redefine improved living standards in Beijing [3]. - "Chengdu China Merchants Jincheng Sequence" features a unique landscape design inspired by the Sichuan region [5]. Group 3: Quality Projects - The quality shortlisted project "Shanghai Poly Hongqiao Hezhu" is characterized by its modern design and urban lifestyle appeal [8]. - "Shenzhen China State Construction Yipin·Hubei Cultural Tourism·Pengchen Yunzhu" is another high-rise residential project that reflects modern architectural trends [9]. Group 4: Evaluation Process - The evaluation process for the 2025 China Real Estate Product Evaluation has been ongoing since April, with a focus on enhancing industry product strength and meeting customer needs [11][12]. - The final awards for the top ten projects and the "Best House in China" will be announced at the end of June 2023 [11].