智通财经记者 | 王婷婷 "新政满月后市场上改善型需求相对稳定，刚需主要流向二手房市场。" 在2025年国庆中秋双节叠加的楼市传统旺季中，上海楼市的新房市场和二手房市场表现分化明显，新房市场延续政策红利热度依然高涨，二手房市场则受假 期分流等影响明显降温。 同策研究院联席院长宋红卫告诉智通财经，2025年10月1日至10月7日，上海新房累计成交909套，同比2024年国庆7天上涨了78.9%；而二手房在2025年国庆 7天成交780套，同比下跌63.7%。 分区域来看，上海中原地产数据显示，区域表现上杨浦区最为活跃，此前刚有新盘入市，且都在关注度较高的区域，比如新江湾城、东外滩板块。因此成交 有惯性延续，假期一共成交近4000平方米。 浦东作为交易主力，表现较为稳定，假期成交近3000平方米。假期内郊区成交表现也较好，如宝山区的成交量仅仅比浦东少186平方米，青浦、松江网签量 也超过1000平方米。 上海中原地产市场分析师卢文曦告诉智通财经，从交易活跃的区可看出，首次改善和豪宅都有不错的表现。"成交前十榜单中有3个10万+楼盘，且排名第一 的项目就是此类产品，说明高价房在市场中一直保持不错的交易节奏。" 值得 ...

Core Viewpoint - The extended National Day and Mid-Autumn Festival holiday has released consumer potential, particularly in the real estate market, with significant policy relaxations in major cities like Beijing, Shanghai, and Shenzhen contributing to increased transaction volumes [1][7]. Summary by Sections Beijing Market - The new housing market in Beijing showed a "divided" characteristic during the holiday, with high interest in quality improvement projects despite a general decrease in visitor numbers due to travel [2]. - Average daily transaction volume for new residential properties reached 0.61 million square meters during the holiday, a 52% increase compared to last year, while second-hand housing saw a 73% increase in daily transactions [2][3]. Shanghai Market - Shanghai's real estate market remained stable during the holiday, with new residential property transactions totaling 1.73 million square meters [4]. - The policy relaxation in the outer ring areas has stimulated market activity, with significant transactions occurring in districts like Dapuqiao and Baoshan [5][6]. Shenzhen Market - In Shenzhen, the average daily transaction volume for new residential properties was 0.23 million square meters, reflecting a 22% increase from last year [6]. - The market in Guangzhou, Hangzhou, and Chengdu faced slight pressure, with Guangzhou seeing a 4% decrease in daily transactions compared to last year [6]. Market Outlook - Analysts expect the "Silver October" market to continue showing a divided trend, with core cities maintaining high interest in quality projects, while overall market performance remains relatively subdued [7]. - The anticipated increase in new supply from major developers in core cities is expected to support new home sales in the fourth quarter [7].

"以前买房只看面积，现在更在意住得安不安全、舒不舒服，能不能跟上智能时代。" 刚在两江新区看完房的市民张先生，说出了不少购房者的心声。 当前，房地产市场供求关系发生重大变化，人民群众的需求，正在从"有没有"转向"好不好"，建设"好房子"直接关系到人民群众的获得感、幸福感。 2025年政府工作报告首次将"好房子"写入其中，明确要适应人民群众高品质居住需要，完善标准规范，推动建设安全、舒适、绿色、智慧的"好房子"。 作为重庆高品质居住实践的"排头兵"，两江新区正通过一系列政策创新和项目示范，把这份民生蓝图变成市民看得见、摸得着的实景。 ▲照母山片区 王加喜 安全的"好房子" ▲龙湖御湖境效果图 龙湖御湖境就是个典型例子，该项目还入选了中国房地产业协会的《人民"好房子"》样本。 御湖境项目是创新设计的"第四代住宅"产品，它以得房率高、南北通透、窗地比高等户型设计优势，和成熟完备的地段配套成为了市场关注的焦点，吸引 了大量购房者前来咨询。 项目的安全性能从建筑结构抗震等级到室内装修材料环保性层层把关，并配备完善的消防设施，包括自动喷淋、烟感报警等系统，便于紧急情况下快速响 应。 舒适的"好房子" 对老百姓来说，"住得 ...

价格、库存指标边际改善，但房地产销售仍在下降，行业修复需要一个过程 ◎ 文 / 马千里 从 8 月 金融数据来看， M1同比 增长 6%， 同比增速再创 2024年 以来新高。 M 2 同比 增长 8.8%， 与上月增速持平。自 2025年 以来， M1-M2剪刀差持续 震荡回落， 8 月份 已经降至 2.8 个 百分点，居民消费意愿持续提振。 8月 上旬 财政部 、 央行 、 金融 监管总局联合发布 《个人消费贷款财政贴息政策实施 方案》， 对小额消费贷款和 重点领域消费贷款 贴息， 年贴息比例为 1个百分点。再加之年内 以旧换新、国补促销活动的持续，消费市场的 复苏， 也在 进一 步巩固经济、 就业 和 人口发展的稳定局面。 央行披露 金融 统计数据 显示 ， 前八个月人民币贷款增加 13.46万亿元，住户贷款增加7110亿元，而 住户中长期贷款 增加 1.08万亿元。当前 房地产市场销售 端虽然仍面临不确定性挑战，但在积极的财政和金融政策支持下，各类以旧换新等促 消费 政策，还是在有效提振居民消费指标。 8月22日，国务院常务会议指出，要在对政策实施情况进行认真总结评估的基础上，加强统筹协调，完善实施机 ...

8月，受传统淡季叠加炎热多雨天气等因素影响，广州楼市维持平稳运行，开发商推货节奏有所放缓， 在售项目以自然销售为主，新开盘及集中加推项目减少。传统淡季中，广州楼市的新盘谁能稳住？谁能 突围？ 广州好房子８月畅销指数 | 国贸元上 | 95.93% | | --- | --- | | 龙湖御胡境 | 95.67% | | 城投珠江天河壹品 | 93.81% | | 越秀珠实皓倪宾工 | 93.01% | | 越秀珠实城发江湾和越 | 90.46% | | 越秀畫州南 TOD | 88.71% | | 保利天瑞 | 87.19% | | 保利ኖ营 | 86.80% | | 越秀六卒 | 86.67% | | 招商林屿境 | 82.95% | | 龙湖亚伦央環颂 | 82.67% | | 珠江·天河都亮 | 82.04% | | 保利天奕 | 81.31% | | 万科理想花地傲玲 | 80.81% | | 中旅天宸府 | 80.11% | | 聖治六巷城 | 79.29% | | 保利荷语堂兑 | 75.16% | | 万科黄埔新城 | 74.28% | | 世纪金源·天可原筑 | 72.77% | | 越古瑞藏 ...

Core Viewpoint - The real estate market in China is showing signs of stabilization and recovery due to effective policy adjustments and improvements in both supply and demand dynamics [1][6]. Group 1: Market Activity - In major cities, the new housing market has seen increased activity, with Shanghai reporting a 38% year-on-year increase in daily sales volume, and Beijing's new residential contracts rising by 11.9% [2][3]. - The second-hand housing market is also active, with a reported average of 35 transactions per day in Beijing since July [2][3]. - Nationally, the transaction volume of second-hand homes has increased, with Chengdu seeing a 19.8% year-on-year growth in transactions [3]. Group 2: Policy Measures - Various local governments are implementing policies to enhance housing supply, including the construction of affordable rental housing and the introduction of financial incentives for homebuyers [4][5]. - The introduction of policies such as "带押过户" (mortgage transfer) in Chengdu has facilitated smoother transactions in the second-hand market [3]. - The central government is advocating for a new real estate development model that emphasizes structural reforms in land supply and housing demand forecasting [8]. Group 3: Supply and Demand Balance - The construction of affordable housing is being prioritized, with significant numbers of new units being built across various regions, including 10.3 million units in Guangdong and 2.7 million in Beijing [4][5]. - Efforts to improve housing quality are underway, with policies aimed at enhancing the construction of high-quality homes [5][6]. - The overall funding situation for real estate developers is improving, with a reduction in the decline of funds available to developers by 16.4 percentage points year-on-year [6]. Group 4: Future Outlook - The ongoing urbanization process is expected to create new housing demands, particularly in lower-tier cities, as more people return to their hometowns [7]. - Experts believe that the real estate market still has significant growth potential, driven by structural changes in population and housing needs [7][8]. - The government is focused on stabilizing the market and ensuring a balanced supply-demand relationship through targeted reforms and policies [8].

Investment Ratings - The report indicates a strong demand for luxury residential projects, with several properties achieving immediate sell-outs upon launch, suggesting a positive investment outlook for the sector [1][4][10][20]. Core Insights - The luxury residential market is characterized by innovative designs and high-quality amenities, attracting affluent buyers and achieving high sales rates [1][4][10][20]. - Properties are strategically located near transportation hubs and urban centers, enhancing their appeal and marketability [1][4][10][20]. - The integration of smart home technology and premium materials in construction is becoming a standard, further elevating the value proposition of these developments [1][4][10][20]. Summary by Relevant Sections Shanghai Poly Tianyi - Located in the core area of Tang Town, Shanghai, with a direct distance of approximately 200 meters from Metro Line 2 [1]. - The project features 531 units with sizes ranging from 104 to 163 square meters, and a high decoration standard of 2500 yuan per square meter [1]. - The initial launch of 231 units saw a subscription rate of 197%, selling out within 2 hours [1]. Xi'an Huafa Jinchengfu - Situated in the central axis of Xi'an, the project covers approximately 45 acres with a total construction area of about 127,600 square meters [4]. - The main unit types range from 220 to 270 square meters, with a green space ratio of 33% [4]. - The first launch of 96 units sold out within hours [5]. Wuhan Jindi Dacheng Lefu - Located in the core area of Zhongjiacun, Wuhan, with a total construction area of 73,100 square meters [10]. - The project features 441 units with a low density and a high usable area ratio exceeding 100% [10]. - The initial offering of 234 units sold out in 2 hours, generating over 450 million yuan in sales [11]. Chongqing Longhu Yuhujing - Positioned in the core area of Li Jia, Chongqing, the project spans approximately 580,000 square meters [16]. - The first launch of units ranging from 143 to 186 square meters achieved sales of 620 million yuan within 2 days [18]. - The design includes a "floating courtyard" concept to enhance privacy for multi-generational living [18]. Hangzhou China Merchants Shekou Hangsuxu - Located in Qianjiang New City Phase II, the project covers about 33,000 square meters with a total construction area of approximately 119,800 square meters [20]. - The main unit types range from 170 to 380 square meters, with an average price of about 59,100 yuan per square meter [20]. - The first launch of 112 units sold out within half a day, generating approximately 1.36 billion yuan in sales [22].

Core Viewpoint - The launch of "Yuhujing" by Longfor in Fengxian represents a significant step in creating a high-end living environment, emphasizing the integration of space and artistic value to enhance the lifestyle of affluent buyers [1][4]. Group 1: Longfor's Development in Fengxian - Longfor has invested over 18 billion in Fengxian over the past eight years, establishing a unique "Longfor Living Circle" that showcases its commitment to the area [4]. - The company has successfully completed its first five-year plan in Fengxian, achieving an annual revenue of 2.6 billion from its commercial projects [4]. - Longfor's projects in Fengxian, including high-quality residential developments, have attracted a loyal customer base, referred to as "Longfans" [2][4]. Group 2: Strategic Location and Amenities - The "Yuhujing" project is strategically located at the intersection of Nan Feng Road and Jin Hai Road, making it a central hub in Fengxian [6]. - The area boasts a variety of high-quality resources, including commercial, educational, and medical facilities, enhancing the attractiveness of the location for potential homeowners [8]. - Key amenities include the Fengxian Tianjie shopping center and the Shanghai Fish, which are significant landmarks that contribute to the area's appeal [10]. Group 3: Luxury Features of Yuhujing - The project features a 1,500 square meter "Yuhujing" pool club, designed to cater to high-end lifestyles with facilities such as a gym, yoga room, and lounge [11]. - Yuhujing incorporates artistic elements and luxury materials, including rare stones and globally sourced trees, to create a unique living experience [12][13]. - The residential units range from 107 to 175 square meters, with a focus on low-density living, which is increasingly valued in urban development [14].

Group 1 - The core viewpoint of the article highlights the positive trend in Hubei's real estate market, driven by proactive measures and market vitality, with a 5.9% year-on-year increase in new residential sales area from January to May, marking six consecutive months of growth and ranking among the top in the country [1][8] Group 2 - In Wuhan, the real estate market is particularly vibrant, with significant sales figures reported in May, including 7,653 new residential units sold, representing a 26.33% year-on-year increase [4][5] - High-quality residential projects have been a key driver, with 31 projects launched in April and May, totaling 490,000 square meters, leading to a 43.9% increase in sales of these projects [4][5] Group 3 - Policy support has played a crucial role in stimulating market activity, with the introduction of the new "Han Nine Articles" and various promotional events leading to a 30% increase in foot traffic at sales offices [5][7] - The "Xiang Twelve Articles" policy has also contributed to the market's strength, with notable sales in the Xiangyang area, where a project sold 73 units in three days [7][8] Group 4 - Overall, the data indicates a robust recovery in Hubei's real estate market, with 14 cities showing positive growth in new residential sales area from January to May, and 56 counties also reporting increases [8]

Core Viewpoint - Longfor's Yuhujing stands out in the high-end residential market in Chongqing, offering a new living experience for urban elites and redefining high-end living in the city [1] Group 1: Product Innovation - Longfor has been at the forefront of industry innovation as the pioneer of the fourth-generation residential products in Chongqing, with each project showcasing continuous breakthroughs in product development [3] - Yuhujing is described as a culmination of Longfor's deep research and innovative spirit in human habitation [3] Group 2: Unique Design Features - The 143㎡ south terrace unit features an integrated LDKB design, breaking traditional spatial layouts and enhancing family interaction with panoramic floor-to-ceiling windows [4] - The 143㎡ north terrace unit offers an independent elevator hall for privacy and a multifunctional area that can be personalized according to owner needs, accommodating various family structures [4] - The 186㎡ east courtyard unit combines spacious living areas with a unique "suspended courtyard" concept, addressing privacy issues while providing a tranquil living environment [5] - The 186㎡ west courtyard unit emphasizes interaction between the courtyard and indoor spaces, allowing for creative personalization of the walls [5] Group 3: High-End Amenities - Yuhujing features a 3800㎡ exclusive club, offering high-end social and leisure facilities, including a temperature-controlled infinity pool, a fitness center, and a Michelin-level private dining hall [7] - The project incorporates luxurious materials and design elements, such as a 400㎡ waterfall feature and high-quality stone finishes, enhancing its premium quality [5] Group 4: Market Positioning - Yuhujing's diverse unit sizes ranging from 143 to 186㎡ are set to establish it as a new benchmark for high-end living in Chongqing, promising a better quality of life for its residents [9]