以下文章来源于真叫卢俊 ，作者真叫卢俊团队 真叫卢俊 . 认认真真聊地产，实实在在谈买房。 来源丨 真叫卢俊 （ zhenjiaolujun0426 ） 图源丨Midjourney 最近有个热门话题：英皇还债天团。 主要团员是：时隔二十年重开演唱会的谢霆锋、上山下乡接商演的容祖儿、一把年纪接演偶像剧的陈伟霆 …… 这些罕见的营业统统来源于一个冰冷的数字：166亿债务。 起因是这些香港艺人所属的娱乐公司英皇集团，其旗下地产公司英皇国际面临166亿港元银行借贷逾期的债务危机。 但实际上，这样的债务在港资房企并不罕见。 这几年可能大家都有感觉到，越来越多的港资房企在收缩内地业务，最夸张的是香港置地。 前不久宣布启动终极裁员，住宅开发板块全员清退，仅保留华东商业运营团队，这几乎是一次"不留余地"的人事震动。 奇怪的是，港资房企在内地的投资操盘素来以财务稳健、现金充裕著称。 这样"断腕式"的动作，只是一次偶然的震荡。 还是说，内地地产圈的"港资时代"，真的要落幕了？ 港资在内地的存在感 确实由强变弱 今天港资房企的一举一动值得我们研究，本质上还是因为曾经真的辉煌过。 最明显的表现，是"地王"收割机一般创纪录的拿地大手笔 ...

Core Viewpoint - The article discusses the financial struggles of Hong Kong entertainment company Emperor Group, which is facing a debt crisis of HKD 16.6 billion, prompting its artists to engage in unusual promotional activities to help repay debts [1][2]. Group 1: Debt Crisis and Market Trends - Emperor Group's debt crisis is a reflection of broader challenges faced by Hong Kong real estate companies, which have been reducing their operations in mainland China [1][2]. - The article highlights a significant trend of Hong Kong real estate firms, such as Hongkong Land, downsizing their workforce and operations in mainland China, marking a shift from their previously robust presence [1][2]. Group 2: Historical Performance of Hong Kong Real Estate Firms - Hong Kong real estate companies were once known for their aggressive land acquisitions, setting records for land prices, such as Hongkong Land's acquisition of a site in Shanghai for approximately HKD 31.05 billion in 2020 [4]. - The sales performance of projects developed by Hong Kong firms has been strong, with examples like New World Development's Guangzhou project achieving a record average price of CNY 21,800 per square meter [5][6]. Group 3: Strategic Adjustments and Future Directions - Many Hong Kong real estate firms are now actively adjusting their strategies, with some opting for joint developments to leverage local expertise and resources [20]. - The shift towards a "light asset" model is emerging as a new opportunity for Hong Kong firms, allowing them to maximize their brand and operational capabilities while minimizing capital investment [23][24]. - Companies like Swire Properties and New World Development are exploring light asset collaborations to enhance their operational efficiency and financial stability [24][27]. Group 4: Market Dynamics and Competitive Landscape - The article notes that the competitive landscape in the mainland real estate market has intensified, prompting Hong Kong firms to adapt by improving their development speed and project management [16][19]. - The ongoing adjustments by Hong Kong real estate firms reflect a broader trend of market recalibration, where firms that embrace change are finding new opportunities amidst challenges [28].

Group 1: Market Overview - The most challenging phase for the A-share market has passed, and it is now a favorable time for bullish investments, supported by the unexpected outcomes of the Sino-U.S. trade situation and market stabilization efforts by funds [1] - The external disturbances have settled, and internal performance issues have been addressed, indicating the beginning of a new upward trend in the market [1] Group 2: Real Estate Market Comparison - In Shanghai, a recent high-end real estate project saw 191 buyers compete for 120 units, with an average price of 195,000 per square meter, indicating strong demand despite high prices [2] - In contrast, Beijing's new housing market is struggling, with daily new home transactions averaging less than 100 units, reflecting a weak consumer capacity in a city with a population of 20 million [4] - Despite Beijing having higher average savings per capita, Shanghai's consumption atmosphere and spending habits are more robust, leading to a more vibrant real estate market [7][8] Group 3: Consumer Behavior and Policy Impact - Shanghai's consumer culture is characterized by a higher willingness to spend, as evidenced by a retail sales total of 1.8 trillion yuan compared to Beijing's 1.4 trillion yuan [7] - The easier access to home purchases in Shanghai, along with a more favorable household registration policy compared to Beijing, contributes to a more active real estate market in Shanghai [8]

Group 1 - The core viewpoint of the articles highlights the strong demand for luxury residential properties in Shanghai, evidenced by the rapid sales of high-priced units and the emergence of "daylight" sales in the market [1][2] - The "Chao Ming Dong Fang" project by Greentown in Xuhui District sold 120 units in one day, achieving a total sales amount of 6.988 billion yuan, with an average price of 195,000 yuan per square meter [1] - The project received 191 valid intent subscriptions, indicating a subscription rate of nearly 160%, with the cheapest unit priced over 40 million yuan and the most expensive approaching 154 million yuan [1] Group 2 - In 2023, Shanghai has seen a total of 10 "daylight" sales in the first three months, with at least 5 more in April, indicating a robust luxury housing market [2] - The high-end residential market in Shanghai is concentrated in areas such as Huangpu, Pudong, Xuhui, and Jing'an, with significant sales of properties priced over 20 million yuan [2] - Recent policy changes in Shanghai, including the easing of purchase restrictions for non-local single buyers and the introduction of new regulations, have contributed to the increased activity in the real estate market [2]

以下文章来源于金融八卦女频道 ，作者伍豪 有深度、有温度、有态度，在这里读懂财富。 作者：伍豪 来源： 金融八卦女频道（ID：baguanvpindao) 2024年奢侈品市场遭遇寒冬，富人们酷爱的LV也卖不动了。 富人的出门行头从"鲜衣怒马爱马仕"，变成了"休闲穿搭布袋子"，用他们的话来说"不是LV买不起，而是帆布包更有性价比"，炫富风变极简风，来了一 个180度大转弯。 金融八卦女频道 . 上海放松限购， 豪宅日光一天收金 120 亿 00 后买家入场，创国内亿元豪宅新纪录 当下的楼市真的割裂。 这边，楼市寒冬，刚需新房艰难去化，二手房东割肉放血，以价换量。 那边，上海豪宅市场却是暖意浓浓。 最近，上海地标豪宅项目翠湖天地六期开盘， 108 套亿元豪宅正式开盘，高达 21 万元/平方米的销售均价，并没有让富人们望而却步，仅仅几个小时 的时间，108 套豪宅便被抢购一空，共计收金 119.79 亿元，创国内亿元豪宅日光的新纪录。 但一个硬币皆有两面，不再热衷于"炫富"的有钱人，却在另一件事上依然"上头"，高烧不退，那就是买豪宅。 最近，北上广深四个一线城市，富人们疯抢豪宅就如买大白菜。 更让人瞠目结舌的是， ...