【产研月报 050】2025年1-4月：昆明住宅产品洞察月报

发布于 2025-05-23

01æ ¸å¿å®¢æ·éæ±å¾è°±<o:p></o:p>1.èªç¶ä¸å¥åº·å±ç<o:p></o:p>å³é®è¯ï¼çæçæãç»¿æ¤æ¯è§ãèªç¶æè´¨ãé³åå¼å¥<o:p></o:p>å¸ååºæ¯ï¼ç¨æ·åå¥½å°æ»æ± æ¯è§ãå®¤åç»¿æ¤å¢ãéåç»çç çèªç¶åç´ èå¥ç©ºé´ï¼å¼ºè°âå¼å¸æâè®¾è®¡ãèæ§å°åºæ¹é ä¸ï¼éæ°´ç ãä¸æ²å¼ç»¿å°çæµ·ç»µåå¸ææ¯æä¸ºæ°å® ã<o:p></o:p>éæ±æ¬è´¨ï¼ææç¬ç¹æ°åï¼å¤é¨ãå¼ºç´«å¤çº¿ï¼å¬çå¯¹é²æ½®ãé²æãéé£çéæ±ï¼åæ¶ç¨æ·è¿½æ±âå¨å®¶åº¦åâççæä½éªã<o:p></o:p>2.ä¸ªæ§åä¸ææå±é¸£<o:p></o:p>å³é®è¯ï¼åºåé£ãæºè½å®å¶ãæåç¬¦å·ãæç»ªç©ºé´<o:p></o:p>å¸ååºæ¯ï¼å¹´è½»ç¨æ·çè¡·âåºåé£âè®¾è®¡ï¼æ°´æ³¥è£¸å¢+éèéå±ï¼ï¼éè¿æ«æ¥ç¾å¦è¡¨è¾¾å¯¹æç¦èçæåº¦ï¼ä¸äº§ç¾¤ä½ååå¥½å¨å°æåç¬¦å·ï¼å¦å½æçº¹æ ·ï¼ã<o:p></o:p>éæ±æ¬è´¨ï¼ä»åè½æ»¡è¶³è½¬åææä»·å¼ï¼ç¨æ·å¸æç©ºé´æä¸ºâçµééåâï¼æ¿è½½ä¸ªäººåäºä¸æåè®¤åã<o:p></o:p>3.åè½ä¼åä¸ç©ºé´å¼¹æ§<o:p></o:p>å³é®è¯ï¼å¤åè½å¤åãæ¶çº³ç³»ç»ãå¨çº¿éæãéèå<o:p></o:p>å¸ååºæ¯ï¼å°æ·åéè¿âå·é¢ç§¯âè®¾è®¡ï¼å¦æ¬æµ®ä¹¦æ¡+å°å°ä¸ä½åï¼æåå©ç¨çï¼ç²¾è£æ¿æ¹é èç¦âå»å®¢ååâï¼æé äº²åäºå¨åºæå±å®¶åå¬åºæ¯ã<o:p></o:p>éæ±æ¬è´¨ï¼æææ¿ä»·æåæ¨å¨âå°ç©ºé´å¤§åè½âéæ±ï¼åæ¶èé¾åç¤¾ä¼å¬çéèåè®¾è®¡ï¼å¦æ éç¢ééãç´§æ¥å¼å«ç³»ç»ï¼ã02è®¾è®¡è¶å¿ä¸åºæ¯åæ° <o:p></o:p>1.èªç¶æç®ä¸»ä¹<o:p></o:p>è¶å¿è¡¨ç°ï¼åæ¨è²+è¡æ¡æ¨çæç®æéï¼æéæ ä¸»ç¯è®¾è®¡åä½é¥±ååº¦è²å½©ï¼å¡é âå»è£é¥°åâçå®éæ°å´ã<o:p></o:p>åæ°åºæ¯ï¼é³å°æ¹é ä¸ºâæ´è¡£+åå¡è§+è§æ¯âä¸åä¸ç©ºé´ï¼ç»åæ»æ± è§éå®ç°åè½ä¸ç¾å¦çå¹³è¡¡ã<o:p></o:p>2.æºè½åä¸ç§æèå<o:p></o:p>è¶å¿è¡¨ç°ï¼FTTRå¨å±åçº¤ãèæºæ¥å£æ§å¶ç¯åãAIèªéåºç¯å¢ç³»ç»ï¼å¦é¨å£èªå¨å³çªï¼ã<o:p></o:p>åæ°åºæ¯ï¼å¨æ¿ä¸å²éææºè½èè°±æå½±ï¼æµ´å®¤éé¢åç½®å¥åº·çæµæ¨¡åï¼å®ç°âæ æäº¤äºâã<o:p></o:p>3.å¨å°æååºå æ¿æ´»<o:p></o:p>è¶å¿è¡¨ç°ï¼å°âä¸é¢å°âå»ºçåç´ è½¬åä¸ºç°ä»£éæè®¾è®¡ï¼æ°ææééå·¥èºï¼å¦ä¹éèµ°é¶ï¼åºç¨äºå®¶å·ç»èã<o:p></o:p>åæ°åºæ¯ï¼ç¤¾åºåç©é¦æ¹é ä¸ï¼èå®å¢é¢åµå¥ARææ¯éç°è¥¿åèå¤§åå²åºæ¯ã03çç¹ä¸äº§åæºä¼<o:p></o:p>çç¹1ï¼ç²¾è£æ¿åè´¨åä¸æ¹é éå¶<o:p></o:p>ç¨æ·æ±æ¨ï¼âå¼ååäº¤ä»çç±³é»è²å¢æ¿å¤ªé¾æéââæ¿éå¢éå¶å¸å±åæ°âã<o:p></o:p>æºä¼ç¹ï¼<o:p></o:p>é¨å¢æä¸ä½åå®å¶ï¼éè¿æè´¨å¤å»ææ¯å¹éç²¾è£æ¿åæè²è°ï¼è§é¿æé¤ææ¬ã<o:p></o:p>æ¨¡ååé¢å¶éæï¼å¯æå¸å¢ä½ç³»ç»ï¼æ»¡è¶³ç¨æ·å¨æè°æ´ç©ºé´éæ±ã<o:p></o:p>çç¹2ï¼ç¯ä¿ç¦èä¸ææéæ©å°å¢<o:p></o:p>ç¨æ·å°æï¼âè¿å£æ¿æç¯ä¿ä½è´µï¼æ¬å°ä¾åºåçåé¾è¾¨âã<o:p></o:p>æºä¼ç¹ï¼<o:p></o:p>æ¬ååç¯ä¿è®¤è¯ä½ç³»ï¼èåææçå·¥å¤§å¦ç åç«¹çº¤ç»´å¤åæ¿ï¼å¼é¡¾é²æ½®æ§ä¸ä½ç¢³å±æ§ã<o:p></o:p>æææº¯æºå°ç¨åºï¼æ«ç æ¥çæ¨æäº§å°ãå å·¥è¿ç¨åç¢³è¶³è¿¹æ°æ®ã<o:p></o:p>çç¹3ï¼è®¾è®¡æ²éæçä½ä¸<o:p></o:p>ç¨æ·åæ§½ï¼âè®¾è®¡å¸å¬ä¸ææè¦çâæ¾å¼æâï¼æ¹æ¡æ¹äº8çâã<o:p></o:p>æºä¼ç¹ï¼<o:p></o:p>AIæç»ªæ¿çæå·¥å·ï¼è¾å¥å³é®è¯èªå¨çæ3Dæ¦å¿µå¾ã<o:p></o:p>æ¬å°åè®¾è®¡è¯è¨åºï¼æ¶å½æææ¹è¨ãæ°åæ°æ®ãæ°æçº¹æ ·çåæ°ï¼è¾å©è®¾è®¡å¸å¿«éçè§£éæ±ã04æªæ¥äº§åç åæ¹å1.æºè½çæå®¶å±ç³»ç»<o:p></o:p>å¼åâæ°åèå¨ä¸æ§æ¨¡åâï¼å®æ¶å³èæææ°è±¡æ°æ®ï¼èªå¨è°èæ¹¿åº¦ï¼é¨å£é¤æ¹¿ï¼ãç´«å¤çº¿é²æ¤ï¼æºè½è°åç»çï¼åç©ºæ°ååã<o:p></o:p>2.æ¨¡ååé¢å¶è£ä¿®è§£å³æ¹æ¡<o:p></o:p>éå¯¹30å¹´ä»¥ä¸èæ¿æ¨åºâå åº+çæ°âå¥è£ï¼éæé¢ç»æå åºä»¶ä¸å¿«è£å¢æ¿ï¼å·¥æç¼©ç40%ã<o:p></o:p>3.æåIPèåè®¾è®¡æå¡<o:p></o:p>ä¸äºåæ°ææãç¿ æ¹åç©é¦åä½æ¨åºéå®æ¬¾å®¶å·ï¼å¦âè®²æ¦å ä¹¦æ¿å¥è£ââæ»æ± è§æ¯æå é³å°âã<o:p></o:p>4.æ²æµ¸å¼èæè®¾è®¡å·¥å<o:p></o:p>åºäºVRææ¯æé âç¿ æ¹åå®å®å±åâï¼ç¨æ·å¯ç©¿æ´è®¾å¤ä½éªä¸åæ¶æ®µåå½±ææï¼å®æ¶è°æ´æè´¨æéã<o:p></o:p>05æ»ç»<section><span style="mso-spacerun:'yes';font-family:å®ä½;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:'Times New Roman';font-size:10.5000pt;mso-font-kerning:1.0000pt;" data-pm-slice="3 3 ["para",{"tagName":"p","attributes":{"class":"MsoNormal"},"namespaceURI":"http://www.w3.org/1999/xhtml"}]"></section><section><span style="mso-spacerun:'yes';font-family:å®ä½;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:'Times New Roman';font-size:10.5000pt;mso-font-kerning:1.0000pt;" data-pm-slice="3 3 ["para",{"tagName":"p","attributes":{"class":"MsoNormal"},"namespaceURI":"http://www.w3.org/1999/xhtml"}]">ææå®¶å±å¸åºæ£ç»åä»âåè½æ»¡è¶³âå°âæææ¿è½½âçæ·±å±åé©ï¼æªæ¥ç«äºå°èç¦äºå¦ä½å°èªç¶åºå ãæºè½ç§æä¸æåè®°å¿è½¬åä¸ºå¯æç¥çç©ºé´åäºãä¼ä¸éæå»ºâæ°æ®+åºæ¯+ææâçä¸ç»´äº§ååï¼æ¹è½å¨æ¥åæèµ·ä¸ä¸è½®è®¾è®¡é©å½ã</section><section style="text-align: center;margin-top: 0px;margin-bottom: 0px;"><span leaf="" data-pm-slice="1 1 ["para",{"tagName":"p","attributes":{"class":"MsoNormal"},"namespaceURI":"http://www.w3.org/1999/xhtml"},"node",{"tagName":"span","attributes":{"style":"mso-spacerun:'yes'; font-family:å®ä½; mso-ascii-font-family:Calibri; mso-hansi-font-family:Calibri; mso-bidi-font-family:'Times New Roman'; font-size:10.5000pt; mso-font-kerning:1.0000pt;"},"namespaceURI":"http://www.w3.org/1999/xhtml"},"node",{"tagName":"font","attributes":{"face":"å®ä½"},"namespaceURI":"http://www.w3.org/1999/xhtml"}]">*</section><section data-role="outer" label="Powered by 135editor.com" style="-webkit-tap-highlight-color: transparent;margin-bottom: 0px;outline: 0px;font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;letter-spacing: 0.544px;background-color: rgb(255, 255, 255);"><section data-role="outer" label="Powered by 135editor.com" style="-webkit-tap-highlight-color: transparent;outline: 0px;"><section data-role="paragraph" style="-webkit-tap-highlight-color: transparent;outline: 0px;color: rgb(34, 34, 34);font-family: -apple-system, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;letter-spacing: 0.544px;"><section data-role="outer" label="Powered by 135editor.com" style="-webkit-tap-highlight-color: transparent;outline: 0px;"><section data-role="paragraph" style="-webkit-tap-highlight-color: transparent;outline: 0px;"><section style="-webkit-tap-highlight-color: transparent;margin-right: 8px;margin-left: 8px;outline: 0px;letter-spacing: 0.544px;min-height: 1em;text-align: center;font-family: -apple-system-font, BlinkMacSystemFont, "Helvetica Neue", "PingFang SC", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;"><section style="-webkit-tap-highlight-color: transparent;margin: 0px 8px;outline: 0px;min-height: 1em;color: rgb(0, 0, 0);font-size: 14px;line-height: 1.75em;">å å¥æä»¬ä¸èµ·å¦ä¹ </section><section style="-webkit-tap-highlight-color: transparent;margin: 0px 8px;outline: 0px;line-height: 1.75em;"><span style="-webkit-tap-highlight-color: transparent;outline: 0px;font-size: 14px;caret-color: red;font-family: PingFangTC-Light;color: rgb(127, 127, 127);letter-spacing: 0.544px;text-decoration-style: solid;text-decoration-color: rgb(127, 127, 127);">Join our study group</section></section></section></section></section></section></section><section style="-webkit-tap-highlight-color: transparent;margin-top: 0px;margin-bottom: 0px;outline: 0px;font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;letter-spacing: 0.544px;background-color: rgb(255, 255, 255);text-align: center;" nodeleaf=""><img alt="å¾ç" class="rich_pages wxw-img js_insertlocalimg" data-imgfileid="100036241" data-ratio="0.4595300261096606" data-s="300,640" data-src="https://mmbiz.qpic.cn/sz_mmbiz_png/VXjHib6YROwlXfAQF3A26suo6p9w00eMZoyV7m9VamRjB8Rn2faCKibWCNNaATXll7jepE6jOCfgicm6dsIZH13Zg/640?wx_fmt=other&from=appmsg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" data-type="png" data-w="383" style="-webkit-tap-highlight-color: transparent;outline: 0px;visibility: visible !important;width: 383px !important;"></section><section style="-webkit-tap-highlight-color: transparent;margin-top: 0px;margin-bottom: 0px;outline: 0px;font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;letter-spacing: 0.544px;background-color: rgb(255, 255, 255);text-align: center;"> DeepSeek æ·±åº¦èåå°äº§å®æè¯¾</section><section style="-webkit-tap-highlight-color: transparent;margin-top: 0px;margin-bottom: 0px;outline: 0px;font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;letter-spacing: 0.544px;background-color: rgb(255, 255, 255);text-align: center;">     <img data-src="https://mmbiz.qpic.cn/sz_mmbiz_png/VXjHib6YROwlXfAQF3A26suo6p9w00eMZA6slk3reAoDIyH2bXdmuAQicGJGalicdZIUSDHib8E95LVrZXCic3z5DZA/640?wx_fmt=other&from=appmsg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" alt="å¾ç" class="rich_pages wxw-img" data-ratio="0.9777777777777777" data-s="300,640" data-type="png" data-w="135" style="-webkit-tap-highlight-color: transparent;outline: 0px;font-size: var(--articleFontsize);letter-spacing: 0.034em;visibility: visible !important;width: 135px !important;" data-imgfileid="100036238" />  </section><section style="-webkit-tap-highlight-color: transparent;margin-top: 0px;margin-bottom: 0px;outline: 0px;font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;letter-spacing: 0.544px;background-color: rgb(255, 255, 255);text-align: center;">DeepSeek æ·±åº¦èåå¬å¡åå®æè¯¾</section><section style="-webkit-tap-highlight-color: transparent;margin-top: 0px;margin-bottom: 0px;outline: 0px;font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;letter-spacing: 0.544px;background-color: rgb(255, 255, 255);text-align: center;" nodeleaf=""><img alt="å¾ç" class="rich_pages wxw-img" data-imgfileid="100036240" data-ratio="0.9849624060150376" data-s="300,640" data-src="https://mmbiz.qpic.cn/sz_mmbiz_png/VXjHib6YROwlXfAQF3A26suo6p9w00eMZgJckNT1BQkkhCEibc2ic9hp4LUfwAshhwWEUmkgRFEYxPDyzVBCYDkGw/640?wx_fmt=other&from=appmsg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" data-type="png" data-w="133" style="-webkit-tap-highlight-color: transparent;outline: 0px;font-size: var(--articleFontsize);letter-spacing: 0.034em;visibility: visible !important;width: 133px !important;"></section><section style="-webkit-tap-highlight-color: transparent;margin-top: 0px;margin-bottom: 0px;outline: 0px;font-family: "PingFang SC", system-ui, -apple-system, BlinkMacSystemFont, "Helvetica Neue", "Hiragino Sans GB", "Microsoft YaHei UI", "Microsoft YaHei", Arial, sans-serif;letter-spacing: 0.544px;background-color: rgb(255, 255, 255);" nodeleaf=""><img alt="å¾ç" class="rich_pages wxw-img" data-imgfileid="100036239" data-ratio="0.43431221020092736" data-s="300,640" data-src="https://mmbiz.qpic.cn/sz_mmbiz_jpg/VXjHib6YROwlXfAQF3A26suo6p9w00eMZiaqkp43RyDGDbI8AlaicupWn33G6adtQibTgrOxS4vbrDzLBEOZ1L8ulg/640?wx_fmt=other&from=appmsg&tp=webp&wxfrom=5&wx_lazy=1&wx_co=1" data-type="jpeg" data-w="647" style="-webkit-tap-highlight-color: transparent;outline: 0px;letter-spacing: 0.578px;text-align: center;width: 578px !important;visibility: visible !important;"></section><mp-style-type data-value="3"></mp-style-type>

← 返回观点全库