仲量联行今日发布的报告显示，二季度，北京全市甲级办公楼平均租金降幅收窄，空置率基本保持稳 定。仲量联行北京商业地产部高级董事张斯亮认为，年内低租金阶段有望维持，或吸引租户以合理成本 搬迁至更优质的办公空间。随着续租条款更为灵活，业主之间对搬迁租户的竞争激烈程度预计加剧。 报告还显示，北京甲级办公楼平均租金降幅收窄。全市租金延续了前几个季度的下行趋势，环比下降 4.0%，同比下降16.8%。在全市大部分区域租金持续大幅下行的环境中，中关村租赁市场受科技行业租 户支撑，部分高入驻率项目租金已基本止跌。 "对于2025年的北京甲级办公楼租金走势，我们维持年度降幅14.8%的预测。"张斯亮说，由于预计整体 租金将在年内持续下探，这一低租金阶段有望吸引租户以合理成本搬迁至更优质的办公空间。随着续租 条款更为灵活，业主之间对搬迁租户的竞争激烈程度预计加剧。 报告显示，二季度，北京全市甲级办公楼整体带看量与年初相比有所回落。在当前市场新租需求疲弱的 环境下，业主积极挽留楼内优质客户。目前业主为租户续租提供了更为灵活的租金折扣及免租期，部分 业主还通过在续约合同中附加免费车位等条款以吸引租户原址续租。其中，科技企业租赁表现相 ...

北京发行3年期普通专项地方债，规模183.0128亿元，发行利率1.4800%，边际倍数1.69倍，倍数预期 1.49； 北京发行2年期普通专项地方债，规模28.5000亿元，发行利率1.4700%，边际倍数3.56倍，倍数预期 1.48； 北京发行5年期普通专项地方债，规模109.8913亿元，发行利率1.5900%，边际倍数2.33倍，倍数预期 1.61； 北京发行7年期普通专项地方债，规模5.9800亿元，发行利率1.6400%，边际倍数1.32倍，倍数预期 1.65。 ...

继去年9月支持万事达卡（Master card）、维萨卡（Visa）拍卡过闸后，北京交通领域针对境内外乘客支付便利性迎来又一次重大升级。6月15日，北京商报 记者获悉，今日起，北京城市轨道新增支持境外发行的JCB卡和境内外发行的美国运通卡（American Express）非接触式拍卡过闸及购补票功能。至此，北 京城市轨道成为全球首个全网覆盖五大卡组织支付服务的城市轨道交通系统。有关分析指出，这将为全国城市交通支付体系现代化建设提供范本，有力提升 中国支付产业在国际市场的规则话语权与行业影响力。同时，支付便利这把钥匙，将打开多个消费新空间，有助于吸引和留住高端要素资源。 超130个国家和地区银行卡可拍卡过闸 "以前乘地铁需要用现金买地铁票，现在使用美国运通卡就能直接通行，很便捷。"在北京地铁草桥站，准备拍卡过闸的外籍乘客尼克对北京商报记者表示。 京投路网公司首席专家张莉介绍，此次服务升级覆盖全路网29条运营线路（含2条机场线、西郊线、亦庄T1线）、523座车站以及市郊铁路S2线，支持全 网、全时段、全闸口拍卡过闸。乘客无需提前购票或下载应用程序，持卡贴近闸机感应区域即可秒速通行。 据了解，作为中国内地首创，在 ...

随着2025年"北京艺术季"大幕徐徐拉开，这座千年文化名城正以全新姿态跃升为全球艺术版图的核心坐 标。这场贯穿夏初的艺术盛会以三大主阵地为支点，自5月21日贵宾预展启幕至6月1日收官，将在全城 编织起绚丽的艺术网络。 作为系列活动的先声，北京当代艺术博览会于于5月22日在全国农业展览馆11号馆盛大开幕。紧随其后 的画廊周北京与ART021 BEIJING两大盛事，将联合798·751创意园区、CBD艺术走廊、草场地艺术聚落 及保税艺术特区等城市文化地标，串联起百余家国际艺术机构的创意能量。从国贸商圈的摩天楼群到草 场地的实验空间，从保税区的跨界场域到传统美术馆的经典展厅，整座城市正蜕变为沉浸式的艺术发生 场。 这场持续十二天的文化庆典不仅呈现逾百场专题展览，更将激活餐饮、收藏、公共教育等多维业态。国 际藏家与普通市民皆可循着艺术导览地图，在欣赏全球顶尖艺术家个展与主题联展的同时，品味京城特 有的文化韵味。当夜幕降临，霓虹灯影中的艺术沙龙与创意市集，更将持续释放这座古老都城蕴藏的艺 术动能，书写属于这个时代的城市美学新篇。 北京当代艺术博览会 展期：2025年5月22日至25日 展览地点：全国农业展览馆11号馆 ...

新华财经上海5月12日电（谈瑞）5月11日，上海徐汇滨江的绿城潮鸣东方项目，以销售额近70亿元、单 日售罄的"日光"战绩，再次刷新上海高端改善住宅市场热度。这个均价19.5万元／平方米的项目，尽管 单套总价5000万元起步，但其120套房源仍获得191组有效意向认购，认购率160%，项目虽未触发积 分，但触发5年限售。 据新华财经不完全统计，仅2025年开年至今，上海新房市场已有21个项目认购率超过100%，这意味着 这些项目吸引来的购房者所认购的房源数量已经超过了实际可供销售的房源数量，呈现供不应求的局 面。 具体来看，这些热门项目大多占据优越区位，拥有较好配套和规划，多数项目在宣传推介时都着重强调 了其创新设计和产品品质的提升。以公示时间计算，1月份，普陀的越秀·苏河·和樾府（认购率271%、 入围分51.92分，下同）、杨浦的北京城建·国誉府（117%、未触发）是当月唯二认购率超100%的项 目。但到了2月份，市场热度渐起，浦东的前滩公馆（335%、57.41分）、浦东的浦开云璟（296%、 56.02分）、浦东的象屿联发·金海汀雲台（239%、58.08分）、黄浦的嘉里金陵华庭（196%、未触 发）、 ...

2025年伊始，北京写字楼市场并未展现强劲复苏信号，反而显露出深刻的结构性调整迹象。表面看似平稳的去化（净吸纳量微正）实则由"降本增效"驱动 的搬迁主导，掩盖了新增需求的匮乏。 租金的持续深度下滑（同比>15%）已不仅是周期性疲软，更接近于结构性重定价的开端，反映出市场对空间价值评估逻辑的转变。 高企且粘滞的空置率（接近20%）与即将到来的供应高峰（2026-2027年）共同构筑了一个深度租户市场，迫使参与者重新思考资产价值与运营策略。 图源：RET睿意德 在此背景下，市场呈现明显的需求分化：科技（尤其是AI驱动）与部分金融细分领域展现韧性，而传统需求则更趋保守。这不仅是挑战，更是战略机遇 窗口：租户可锁定成本优势实现升级，而业主则面临在激烈竞争中重塑资产吸引力、探索新价值模式的紧迫任务。 01 超越周期：结构性重定价正在发生 图源：RET睿意德 深度洞察 当前北京甲级写字楼租金的持续大幅下跌（Q1环比-4.7%，同比-19.7%）已超越典型的市场周期性调整。这更像是一次结构性的价值重估。其背后驱动力 不仅是近20%的高空置率带来的供需失衡，更深层的原因在于： 价值锚点漂移：传统的"地段为王"逻辑受到挑战。虽 ...

Core Insights - North Car Blue Valley reported a revenue of 14.512 billion yuan for 2024, a year-on-year increase of 1.35%, but a net loss of 6.948 billion yuan, a decline of 28.67%, marking the fourth consecutive year of losses since 2020 [1] - In Q1 2024, the company achieved a revenue of 3.773 billion yuan, a significant year-on-year growth of 150.75%, but still reported a net loss of 0.953 billion yuan [1] Financial Performance - The stock price of North Car Blue Valley fell by 3.36% to 7.20 yuan per share, with a market capitalization of approximately 40.1 billion yuan as of April 29 [2] - Total sales for 2024 reached 113,900 units, a year-on-year increase of 23.53%, with the Arcfox brand contributing over 81,000 units, a remarkable growth of 170% [2] - Despite the increase in sales, the gross margin for the vehicle business declined by 4.51 percentage points to -14.94%, indicating deteriorating profitability due to price wars [2] Investment and Funding - North Car Blue Valley plans to raise up to 6 billion yuan through a private placement of shares, with a maximum issuance of 1.672 billion shares [3] - Major stakeholders, including North Car Group and Foton Motor, are expected to subscribe for 0.5 billion yuan and 2.5 billion yuan respectively, while the remaining investors are yet to be confirmed [3] - The raised funds will be allocated to new energy vehicle development and AI intelligent platform projects [3] - The company has previously conducted three rounds of private placements since its listing, raising nearly 20 billion yuan in total [3][4]

Core Viewpoint - The recent decline in Beijing's high-end residential market is driven by a combination of policy adjustments, supply-demand imbalances, economic conditions, and product quality issues, leading to a significant drop in property prices and increased selling activity among homeowners and investors [10][11][12][15]. Group 1: Market Trends - The housing market is experiencing a downturn, with homeowners selling properties to cover losses or invest elsewhere, particularly overseas [2]. - The demand for large units has decreased, with only first-time buyers actively purchasing, while larger homes are becoming harder to sell [2]. - In a notable case, a 369 square meter apartment sold for 29.5 million in April 2025, down from 35.6 million in January 2025, reflecting an 18% decline in just three months [3][4]. Group 2: Price Dynamics - The price of a similar unit dropped from 38.35 million in 2023 to 37.3 million in March 2024, indicating a minor decline before a more significant drop [5]. - A large unit sold for 25.7 million in April 2025, down 27% from 35 million in September 2022, showcasing the drastic price reductions in the market [9]. Group 3: Supply and Demand Factors - The supply of second-hand homes has surged, with listings increasing from under 130,000 to approximately 138,000, indicating a growing number of sellers [9]. - Approximately one-third of current sellers are investors, leading to significant price cuts on luxury properties, with some units dropping by over 1 million [11]. Group 4: Economic and Policy Influences - Recent policy changes in October 2024 aimed at stimulating demand have led to a temporary increase in transaction volumes, but developers are responding with price reductions to attract buyers [10][11]. - The overall economic slowdown and uncertainty in income expectations have weakened the investment appeal of high-end residential properties, shifting buyer focus towards more stable assets [12]. Group 5: Quality and Value Considerations - The market is witnessing a correction in property values, with some projects facing price drops due to quality issues, such as poor construction or unfavorable locations [13]. - For instance, a project near a heat plant saw prices fall by 40% due to noise concerns, highlighting the importance of quality in maintaining property values [13]. Group 6: Future Outlook - The current market dynamics suggest a potential bifurcation, where high-quality, scarce properties may stabilize in price, while those lacking in quality or location may continue to face downward pressure [15]. - Predictions indicate that while new home price declines may slow in 2025, a full recovery in market confidence will depend on broader economic improvements and sustained policy support [15].