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【客研月报050】2025年1-3月：洛阳房地产市场和客户研究月报

发布于 2025-04-08

<section style="margin-top: 16px;"><span style=""><span style="font-family:宋体;"></span></span></section><section style="margin-top: 16px;"><span style=""><span style="font-family:宋体;"></span></span></section><section style="margin-bottom: 24px;margin-top: 16px;"><span style="background-color: rgb(255, 255, 255);font-family: 宋体;font-size: 14px;letter-spacing: 0.476px;"></span></section><p data-pm-slice="0 0 []"><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="Calibri"><span leaf=""><span textstyle="" style="font-size: 50px;color: rgb(124, 139, 9);font-weight: bold;text-decoration: underline;">01</span><span textstyle="" style="font-size: 24px;font-weight: bold;">市场概况</span></span></font></span></p><p data-pm-slice="0 0 []"><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="Calibri"><span leaf=""><span textstyle="" style="font-weight: bold;">1.&nbsp;</span></span></font><font face="宋体"><span leaf=""><span textstyle="" style="font-weight: bold;">整体市场表现</span></span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="Calibri"><span leaf="">2025</span></font><font face="宋体"><span leaf="">年一季度，洛阳房地产市场呈现“先抑后扬”态势。</span></font><font face="Calibri"><span leaf="">1</span></font><font face="宋体"><span leaf="">月受春节假期影响，成交规模同比下滑</span></font><font face="Calibri"><span leaf="">26%</span></font><font face="宋体"><span leaf="">，但供应量同比激增</span></font><font face="Calibri"><span leaf="">261%</span></font><font face="宋体"><span leaf="">，主要源于库存出清和新盘加速入市（如格润华府、晟景·柒号院）</span></font><font face="Calibri"><span leaf="">3</span></font><font face="宋体"><span leaf="">。</span></font><font face="Calibri"><span leaf="">2-3</span></font><font face="宋体"><span leaf="">月政策利好释放，城中村改造“以购代建”政策刺激需求，叠加房票安置等模式，市场情绪回升，</span></font><font face="Calibri"><span leaf="">3</span></font><font face="宋体"><span leaf="">月新房销售同环比双涨，销售规模达近一年高位，初步显现修复态势</span></font><font face="Calibri"><span leaf="">12</span></font><font face="宋体"><span leaf="">。一季度</span></font><font face="Calibri"><span leaf="">TOP10</span></font><font face="宋体"><span leaf="">房企销售总额</span></font><font face="Calibri"><span leaf="">13.99</span></font><font face="宋体"><span leaf="">亿元，中成集团以</span></font><font face="Calibri"><span leaf="">3.32</span></font><font face="宋体"><span leaf="">亿元蝉联金额榜冠军，浩德地产、碧桂园分列二三位。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="Calibri"><span leaf=""><span textstyle="" style="font-weight: bold;">2.&nbsp;</span></span></font><font face="宋体"><span leaf=""><span textstyle="" style="font-weight: bold;">政策与热点事件</span></span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">【</span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" data-pm-slice="1 1 [&quot;para&quot;,{&quot;tagName&quot;:&quot;p&quot;,&quot;attributes&quot;:{&quot;class&quot;:&quot;MsoNormal&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;span&quot;,&quot;attributes&quot;:{&quot;style&quot;:&quot;mso-spacerun:&#39;yes&#39;; font-family:宋体; mso-ascii-font-family:Calibri; mso-hansi-font-family:Calibri; mso-bidi-font-family:&#39;Times New Roman&#39;; font-size:10.5000pt; mso-font-kerning:1.0000pt;&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;font&quot;,&quot;attributes&quot;:{&quot;face&quot;:&quot;宋体&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;}]">以购代建政策】</span></font></span></font><font face="Calibri"><span leaf="">3</span></font><font face="宋体"><span leaf="">月出台城中村改造新政，通过房票安置、组织购买等方式加速库存去化，补充增量需求。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">【</span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" data-pm-slice="1 1 [&quot;para&quot;,{&quot;tagName&quot;:&quot;p&quot;,&quot;attributes&quot;:{&quot;class&quot;:&quot;MsoNormal&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;span&quot;,&quot;attributes&quot;:{&quot;style&quot;:&quot;mso-spacerun:&#39;yes&#39;; font-family:宋体; mso-ascii-font-family:Calibri; mso-hansi-font-family:Calibri; mso-bidi-font-family:&#39;Times New Roman&#39;; font-size:10.5000pt; mso-font-kerning:1.0000pt;&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;font&quot;,&quot;attributes&quot;:{&quot;face&quot;:&quot;宋体&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;}]">土地市场动态】一季度洛阳成交住宅用地</span></font></span></font><font face="Calibri"><span leaf="">6</span></font><font face="宋体"><span leaf="">宗，规划建面</span></font><font face="Calibri"><span leaf="">23.95</span></font><font face="宋体"><span leaf="">万㎡集中在孟津区；</span></font><font face="Calibri"><span leaf="">3</span></font><font face="宋体"><span leaf="">月政府推介</span></font><font face="Calibri"><span leaf="">27</span></font><font face="宋体"><span leaf="">宗优质地块（</span></font><font face="Calibri"><span leaf="">1700</span></font><font face="宋体"><span leaf="">亩），覆盖涧西、洛龙等核心区，吸引</span></font><font face="Calibri"><span leaf="">30</span></font><font face="宋体"><span leaf="">余家房企参与，专项债支持土地储备加速。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">【</span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" data-pm-slice="1 1 [&quot;para&quot;,{&quot;tagName&quot;:&quot;p&quot;,&quot;attributes&quot;:{&quot;class&quot;:&quot;MsoNormal&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;span&quot;,&quot;attributes&quot;:{&quot;style&quot;:&quot;mso-spacerun:&#39;yes&#39;; font-family:宋体; mso-ascii-font-family:Calibri; mso-hansi-font-family:Calibri; mso-bidi-font-family:&#39;Times New Roman&#39;; font-size:10.5000pt; mso-font-kerning:1.0000pt;&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;font&quot;,&quot;attributes&quot;:{&quot;face&quot;:&quot;宋体&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;}]">全国政策传导】两会强调</span></font></span></font><font face="宋体"><span leaf="">“稳住楼市”，住建部发布《住宅项目规范》，推动房企向精细化运营转型，激发改善需求。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf=""><span textstyle="" style="font-size: 50px;color: rgb(124, 139, 9);font-weight: bold;text-decoration: underline;">02</span><span textstyle="" style="font-size: 24px;color: rgb(0, 0, 0);font-weight: bold;">客户画像分析</span></span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p data-pm-slice="0 0 []"><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="Calibri"><span leaf=""><span textstyle="" style="font-weight: bold;">1.&nbsp;</span></span></font><font face="宋体"><span leaf=""><span textstyle="" style="font-weight: bold;">基础特征</span></span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">【</span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" data-pm-slice="1 1 [&quot;para&quot;,{&quot;tagName&quot;:&quot;p&quot;,&quot;attributes&quot;:{&quot;class&quot;:&quot;MsoNormal&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;span&quot;,&quot;attributes&quot;:{&quot;style&quot;:&quot;mso-spacerun:&#39;yes&#39;; font-family:宋体; mso-ascii-font-family:Calibri; mso-hansi-font-family:Calibri; mso-bidi-font-family:&#39;Times New Roman&#39;; font-size:10.5000pt; mso-font-kerning:1.0000pt;&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;font&quot;,&quot;attributes&quot;:{&quot;face&quot;:&quot;宋体&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;}]">价格敏感型为主】新房均价</span></font></span></font><font face="Calibri"><span leaf="">7199</span></font><font face="宋体"><span leaf="">元</span></font><font face="Calibri"><span leaf="">/</span></font><font face="宋体"><span leaf="">㎡，价格持平四个月，</span></font><font face="Calibri"><span leaf="">70%</span></font><font face="宋体"><span leaf="">购房者预算集中在</span></font><font face="Calibri"><span leaf="">5</span></font><font face="宋体"><span leaf="">千</span></font><font face="Calibri"><span leaf="">-1</span></font><font face="宋体"><span leaf="">万</span></font><font face="Calibri"><span leaf="">/</span></font><font face="宋体"><span leaf="">㎡区间，刚需客群占比超</span></font><font face="Calibri"><span leaf="">50%</span></font><font face="宋体"><span leaf="">。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">【</span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" data-pm-slice="1 1 [&quot;para&quot;,{&quot;tagName&quot;:&quot;p&quot;,&quot;attributes&quot;:{&quot;class&quot;:&quot;MsoNormal&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;span&quot;,&quot;attributes&quot;:{&quot;style&quot;:&quot;mso-spacerun:&#39;yes&#39;; font-family:宋体; mso-ascii-font-family:Calibri; mso-hansi-font-family:Calibri; mso-bidi-font-family:&#39;Times New Roman&#39;; font-size:10.5000pt; mso-font-kerning:1.0000pt;&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;font&quot;,&quot;attributes&quot;:{&quot;face&quot;:&quot;宋体&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;}]">家庭结构多元】改善型需求占比提升至</span></font></span></font><font face="Calibri"><span leaf="">30%</span></font><font face="宋体"><span leaf="">，多为核心区置换客户，偏好三居以上户型；首置客户集中于外围区域，倾向小面积低总价产品。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="Calibri"><span leaf=""><span textstyle="" style="font-weight: bold;">2.&nbsp;</span></span></font><font face="宋体"><span leaf=""><span textstyle="" style="font-weight: bold;">行为偏好</span></span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">【</span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" data-pm-slice="1 1 [&quot;para&quot;,{&quot;tagName&quot;:&quot;p&quot;,&quot;attributes&quot;:{&quot;class&quot;:&quot;MsoNormal&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;span&quot;,&quot;attributes&quot;:{&quot;style&quot;:&quot;mso-spacerun:&#39;yes&#39;; font-family:宋体; mso-ascii-font-family:Calibri; mso-hansi-font-family:Calibri; mso-bidi-font-family:&#39;Times New Roman&#39;; font-size:10.5000pt; mso-font-kerning:1.0000pt;&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;font&quot;,&quot;attributes&quot;:{&quot;face&quot;:&quot;宋体&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;}]">品质导向】热销项目如晟景</span></font></span></font><font face="宋体"><span leaf="">·柒号院（纯洋房）、格润华府（精装交付）均以产品力取胜，客户关注建材品牌、社区配套（如健身场地、幼儿园）。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">【</span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" data-pm-slice="1 1 [&quot;para&quot;,{&quot;tagName&quot;:&quot;p&quot;,&quot;attributes&quot;:{&quot;class&quot;:&quot;MsoNormal&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;span&quot;,&quot;attributes&quot;:{&quot;style&quot;:&quot;mso-spacerun:&#39;yes&#39;; font-family:宋体; mso-ascii-font-family:Calibri; mso-hansi-font-family:Calibri; mso-bidi-font-family:&#39;Times New Roman&#39;; font-size:10.5000pt; mso-font-kerning:1.0000pt;&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;font&quot;,&quot;attributes&quot;:{&quot;face&quot;:&quot;宋体&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;}]">地段优先】核心区项目（如中成</span></font></span></font><font face="宋体"><span leaf="">·九都城）因交通便利、商圈资源密集，去化率高于郊区；伊滨区因规划利好吸引投资型客户。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf=""><span textstyle="" style="font-size: 50px;color: rgb(124, 139, 9);font-weight: bold;text-decoration: underline;">03</span><span textstyle="" style="font-size: 24px;font-weight: bold;">区域市场对比</span></span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p data-pm-slice="0 0 []"><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="Calibri"><span leaf=""><span textstyle="" style="font-weight: bold;">1.&nbsp;</span></span></font><font face="宋体"><span leaf=""><span textstyle="" style="font-weight: bold;">分区域表现</span></span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">【</span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" data-pm-slice="1 1 [&quot;para&quot;,{&quot;tagName&quot;:&quot;p&quot;,&quot;attributes&quot;:{&quot;class&quot;:&quot;MsoNormal&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;span&quot;,&quot;attributes&quot;:{&quot;style&quot;:&quot;mso-spacerun:&#39;yes&#39;; font-family:宋体; mso-ascii-font-family:Calibri; mso-hansi-font-family:Calibri; mso-bidi-font-family:&#39;Times New Roman&#39;; font-size:10.5000pt; mso-font-kerning:1.0000pt;&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;font&quot;,&quot;attributes&quot;:{&quot;face&quot;:&quot;宋体&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;}]">孟津区】住宅用地成交规模居首（</span></font></span></font><font face="Calibri"><span leaf="">9.58</span></font><font face="宋体"><span leaf="">万㎡），规划建面</span></font><font face="Calibri"><span leaf="">23.95</span></font><font face="宋体"><span leaf="">万㎡，受益于低地价和新区开发，成为刚需外溢主力区域。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">【</span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" data-pm-slice="1 1 [&quot;para&quot;,{&quot;tagName&quot;:&quot;p&quot;,&quot;attributes&quot;:{&quot;class&quot;:&quot;MsoNormal&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;span&quot;,&quot;attributes&quot;:{&quot;style&quot;:&quot;mso-spacerun:&#39;yes&#39;; font-family:宋体; mso-ascii-font-family:Calibri; mso-hansi-font-family:Calibri; mso-bidi-font-family:&#39;Times New Roman&#39;; font-size:10.5000pt; mso-font-kerning:1.0000pt;&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;font&quot;,&quot;attributes&quot;:{&quot;face&quot;:&quot;宋体&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;}]">高新区】成交建面</span></font></span></font><font face="Calibri"><span leaf="">7.96</span></font><font face="宋体"><span leaf="">万㎡，主打改善型产品，如保利和府（</span></font><font face="Calibri"><span leaf="">9300</span></font><font face="宋体"><span leaf="">元</span></font><font face="Calibri"><span leaf="">/</span></font><font face="宋体"><span leaf="">㎡）凭借品牌溢价和配套优势热销。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">【</span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" data-pm-slice="1 1 [&quot;para&quot;,{&quot;tagName&quot;:&quot;p&quot;,&quot;attributes&quot;:{&quot;class&quot;:&quot;MsoNormal&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;span&quot;,&quot;attributes&quot;:{&quot;style&quot;:&quot;mso-spacerun:&#39;yes&#39;; font-family:宋体; mso-ascii-font-family:Calibri; mso-hansi-font-family:Calibri; mso-bidi-font-family:&#39;Times New Roman&#39;; font-size:10.5000pt; mso-font-kerning:1.0000pt;&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;font&quot;,&quot;attributes&quot;:{&quot;face&quot;:&quot;宋体&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;}]">洛龙区】核心板块土地稀缺，二手房交易活跃；伊滨区依托生态资源和新城规划，吸引中高端项目入驻（如中成</span></font></span></font><font face="宋体"><span leaf="">·伊山苑）。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="Calibri"><span leaf=""><span textstyle="" style="font-weight: bold;">2.&nbsp;</span></span></font><font face="宋体"><span leaf=""><span textstyle="" style="font-weight: bold;">板块价值分析</span></span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">【</span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" data-pm-slice="1 1 [&quot;para&quot;,{&quot;tagName&quot;:&quot;p&quot;,&quot;attributes&quot;:{&quot;class&quot;:&quot;MsoNormal&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;span&quot;,&quot;attributes&quot;:{&quot;style&quot;:&quot;mso-spacerun:&#39;yes&#39;; font-family:宋体; mso-ascii-font-family:Calibri; mso-hansi-font-family:Calibri; mso-bidi-font-family:&#39;Times New Roman&#39;; font-size:10.5000pt; mso-font-kerning:1.0000pt;&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;font&quot;,&quot;attributes&quot;:{&quot;face&quot;:&quot;宋体&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;}]">老城区】配套成熟但土地供应有限，以存量房去化为主，价格涨幅趋缓。</span></font></span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">【</span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" data-pm-slice="1 1 [&quot;para&quot;,{&quot;tagName&quot;:&quot;p&quot;,&quot;attributes&quot;:{&quot;class&quot;:&quot;MsoNormal&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;span&quot;,&quot;attributes&quot;:{&quot;style&quot;:&quot;mso-spacerun:&#39;yes&#39;; font-family:宋体; mso-ascii-font-family:Calibri; mso-hansi-font-family:Calibri; mso-bidi-font-family:&#39;Times New Roman&#39;; font-size:10.5000pt; mso-font-kerning:1.0000pt;&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;font&quot;,&quot;attributes&quot;:{&quot;face&quot;:&quot;宋体&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;}]">伊滨区】伊滨区：新兴增长极，政府重点推介地块，规划建设产城融合示范区，中长期增值潜力显著。</span></font></span></font></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf=""><span textstyle="" style="font-size: 50px;color: rgb(124, 139, 9);font-weight: bold;text-decoration: underline;">04</span></span><span leaf="" style="font-family: 宋体;font-size: 10.5pt;"><span textstyle="" style="font-size: 24px;color: rgb(0, 0, 0);font-weight: bold;">竞争格局</span></span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p data-pm-slice="0 0 []"><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">【</span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" data-pm-slice="1 1 [&quot;para&quot;,{&quot;tagName&quot;:&quot;p&quot;,&quot;attributes&quot;:{&quot;class&quot;:&quot;MsoNormal&quot;,&quot;data-pm-slice&quot;:&quot;0 0 []&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;span&quot;,&quot;attributes&quot;:{&quot;style&quot;:&quot;mso-spacerun:&#39;yes&#39;; font-family:宋体; mso-ascii-font-family:Calibri; mso-hansi-font-family:Calibri; mso-bidi-font-family:&#39;Times New Roman&#39;; font-size:10.5000pt; mso-font-kerning:1.0000pt;&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;font&quot;,&quot;attributes&quot;:{&quot;face&quot;:&quot;宋体&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;}]">头部房企主导】中成集团凭借本土深耕优势（九都城、伊山苑）稳居榜首；外来房企碧桂园、保利通过高性价比项目（星悦、和府）抢占份额。</span></font></span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">【</span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" data-pm-slice="1 1 [&quot;para&quot;,{&quot;tagName&quot;:&quot;p&quot;,&quot;attributes&quot;:{&quot;class&quot;:&quot;MsoNormal&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;span&quot;,&quot;attributes&quot;:{&quot;style&quot;:&quot;mso-spacerun:&#39;yes&#39;; font-family:宋体; mso-ascii-font-family:Calibri; mso-hansi-font-family:Calibri; mso-bidi-font-family:&#39;Times New Roman&#39;; font-size:10.5000pt; mso-font-kerning:1.0000pt;&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;font&quot;,&quot;attributes&quot;:{&quot;face&quot;:&quot;宋体&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;}]">产品分化加剧】改善项目竞争白热化，如晟景</span></font></span></font><font face="宋体"><span leaf="">·柒号院（洋房）与正商城（高周转刚需盘）形成差异化客群覆盖。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" style="font-family: 宋体;font-size: 10.5pt;"><span textstyle="" style="font-size: 50px;color: rgb(124, 139, 9);font-weight: bold;text-decoration: underline;">05</span></span><span leaf=""><span textstyle="" style="font-size: 24px;font-weight: bold;">热销项目分析</span></span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p data-pm-slice="0 0 []"><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">【</span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" data-pm-slice="1 1 [&quot;para&quot;,{&quot;tagName&quot;:&quot;p&quot;,&quot;attributes&quot;:{&quot;class&quot;:&quot;MsoNormal&quot;,&quot;data-pm-slice&quot;:&quot;0 0 []&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;span&quot;,&quot;attributes&quot;:{&quot;style&quot;:&quot;mso-spacerun:&#39;yes&#39;; font-family:宋体; mso-ascii-font-family:Calibri; mso-hansi-font-family:Calibri; mso-bidi-font-family:&#39;Times New Roman&#39;; font-size:10.5000pt; mso-font-kerning:1.0000pt;&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;font&quot;,&quot;attributes&quot;:{&quot;face&quot;:&quot;宋体&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;}]">格润华府】以</span></font></span></font><font face="Calibri"><span leaf="">1.2</span></font><font face="宋体"><span leaf="">亿元销售额登顶金额榜，主打</span></font><font face="Calibri"><span leaf="">89-127</span></font><font face="宋体"><span leaf="">㎡精装户型，临近商圈和教育资源，去化周期短。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">【</span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;" data-pm-slice="3 3 [&quot;para&quot;,{&quot;tagName&quot;:&quot;p&quot;,&quot;attributes&quot;:{&quot;class&quot;:&quot;MsoNormal&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;}]"><font face="宋体"><span leaf="">晟景</span></font><font face="宋体"><span leaf="">·柒号院】纯洋房社区，凭借低密设计和城投品牌背书，</span></font></span></font><font face="Calibri"><span leaf="">1-3</span></font><font face="宋体"><span leaf="">月销售</span></font><font face="Calibri"><span leaf="">1.09</span></font><font face="宋体"><span leaf="">亿元，改善客户占比超</span></font><font face="Calibri"><span leaf="">70%</span></font><font face="宋体"><span leaf="">。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">【</span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" data-pm-slice="1 1 [&quot;para&quot;,{&quot;tagName&quot;:&quot;p&quot;,&quot;attributes&quot;:{&quot;class&quot;:&quot;MsoNormal&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;span&quot;,&quot;attributes&quot;:{&quot;style&quot;:&quot;mso-spacerun:&#39;yes&#39;; font-family:宋体; mso-ascii-font-family:Calibri; mso-hansi-font-family:Calibri; mso-bidi-font-family:&#39;Times New Roman&#39;; font-size:10.5000pt; mso-font-kerning:1.0000pt;&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;font&quot;,&quot;attributes&quot;:{&quot;face&quot;:&quot;宋体&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;}]">正商城】以高性价比（</span></font></span></font><font face="Calibri"><span leaf="">0.98</span></font><font face="宋体"><span leaf="">亿元销售额）和快周转策略吸引首置客户，</span></font><font face="Calibri"><span leaf="">1.44</span></font><font face="宋体"><span leaf="">万㎡销售面积居首。</span></font></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" style="font-family: 宋体;font-size: 10.5pt;"><span textstyle="" style="font-size: 50px;color: rgb(124, 139, 9);font-weight: bold;text-decoration: underline;">06</span></span><span leaf=""><span textstyle="" style="font-size: 24px;font-weight: bold;">专家与机构观点</span></span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p data-pm-slice="0 0 []"><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">【</span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" data-pm-slice="1 1 [&quot;para&quot;,{&quot;tagName&quot;:&quot;p&quot;,&quot;attributes&quot;:{&quot;class&quot;:&quot;MsoNormal&quot;,&quot;data-pm-slice&quot;:&quot;0 0 []&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;span&quot;,&quot;attributes&quot;:{&quot;style&quot;:&quot;mso-spacerun:&#39;yes&#39;; font-family:宋体; mso-ascii-font-family:Calibri; mso-hansi-font-family:Calibri; mso-bidi-font-family:&#39;Times New Roman&#39;; font-size:10.5000pt; mso-font-kerning:1.0000pt;&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;font&quot;,&quot;attributes&quot;:{&quot;face&quot;:&quot;宋体&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;}]">中国银河证券】政策刺激下楼市止跌回稳趋势明确，头部房企资金优势凸显，市占率有望提升。</span></font></span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">【</span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" data-pm-slice="1 1 [&quot;para&quot;,{&quot;tagName&quot;:&quot;p&quot;,&quot;attributes&quot;:{&quot;class&quot;:&quot;MsoNormal&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;span&quot;,&quot;attributes&quot;:{&quot;style&quot;:&quot;mso-spacerun:&#39;yes&#39;; font-family:宋体; mso-ascii-font-family:Calibri; mso-hansi-font-family:Calibri; mso-bidi-font-family:&#39;Times New Roman&#39;; font-size:10.5000pt; mso-font-kerning:1.0000pt;&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;font&quot;,&quot;attributes&quot;:{&quot;face&quot;:&quot;宋体&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;}]">中指研究院】洛阳库存压力仍存（去化周期超</span></font></span></font><font face="Calibri"><span leaf="">18</span></font><font face="宋体"><span leaf="">个月），需依赖政策持续发力与优质地块供应提振信心。</span></font></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" style="font-family: 宋体;font-size: 10.5pt;"><span textstyle="" style="font-size: 50px;color: rgb(124, 139, 9);font-weight: bold;text-decoration: underline;">07</span></span><span leaf=""><span textstyle="" style="font-size: 24px;font-weight: bold;">客户需求与痛点</span></span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p data-pm-slice="0 0 []"><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf=""><span textstyle="" style="font-weight: bold;">1.需求</span></span></font></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">【</span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" data-pm-slice="1 1 [&quot;para&quot;,{&quot;tagName&quot;:&quot;p&quot;,&quot;attributes&quot;:{&quot;class&quot;:&quot;MsoNormal&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;span&quot;,&quot;attributes&quot;:{&quot;style&quot;:&quot;mso-spacerun:&#39;yes&#39;; font-family:宋体; mso-ascii-font-family:Calibri; mso-hansi-font-family:Calibri; mso-bidi-font-family:&#39;Times New Roman&#39;; font-size:10.5000pt; mso-font-kerning:1.0000pt;&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;font&quot;,&quot;attributes&quot;:{&quot;face&quot;:&quot;宋体&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;}]">刚需客户】总价控制（＜</span></font></span></font><font face="Calibri"><span leaf="">80</span></font><font face="宋体"><span leaf="">万元）、交通便利性。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">【</span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" data-pm-slice="1 1 [&quot;para&quot;,{&quot;tagName&quot;:&quot;p&quot;,&quot;attributes&quot;:{&quot;class&quot;:&quot;MsoNormal&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;span&quot;,&quot;attributes&quot;:{&quot;style&quot;:&quot;mso-spacerun:&#39;yes&#39;; font-family:宋体; mso-ascii-font-family:Calibri; mso-hansi-font-family:Calibri; mso-bidi-font-family:&#39;Times New Roman&#39;; font-size:10.5000pt; mso-font-kerning:1.0000pt;&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;font&quot;,&quot;attributes&quot;:{&quot;face&quot;:&quot;宋体&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;}]">改善客户】户型舒适度（全明通透）、社区配套（健身、养老设施）。</span></font></span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf=""><span textstyle="" style="font-weight: bold;">2.痛点</span></span></font></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">部分项目交付延期，影响购房信心；</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">外围区域配套滞后，制约去化效率。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" style="font-family: 宋体;font-size: 10.5pt;"><span textstyle="" style="font-size: 50px;color: rgb(124, 139, 9);font-weight: bold;text-decoration: underline;">08</span></span><span leaf=""><span textstyle="" style="font-size: 24px;font-weight: bold;">风险与建议</span></span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p data-pm-slice="0 0 []"><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf=""><span textstyle="" style="font-weight: bold;">1.风险</span></span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">库存高压（出清周期长），价格下行压力未完全解除；</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">房企融资渠道收窄，部分中小房企流动性风险加剧。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf=""><span textstyle="" style="font-weight: bold;">2.建议</span></span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">【</span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" data-pm-slice="1 1 [&quot;para&quot;,{&quot;tagName&quot;:&quot;p&quot;,&quot;attributes&quot;:{&quot;class&quot;:&quot;MsoNormal&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;span&quot;,&quot;attributes&quot;:{&quot;style&quot;:&quot;mso-spacerun:&#39;yes&#39;; font-family:宋体; mso-ascii-font-family:Calibri; mso-hansi-font-family:Calibri; mso-bidi-font-family:&#39;Times New Roman&#39;; font-size:10.5000pt; mso-font-kerning:1.0000pt;&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;font&quot;,&quot;attributes&quot;:{&quot;face&quot;:&quot;宋体&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;}]">政策端】加大房票安置力度，探索</span></font></span></font><font face="宋体"><span leaf="">“商改住”存量转化；</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">【</span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" data-pm-slice="1 1 [&quot;para&quot;,{&quot;tagName&quot;:&quot;p&quot;,&quot;attributes&quot;:{&quot;class&quot;:&quot;MsoNormal&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;span&quot;,&quot;attributes&quot;:{&quot;style&quot;:&quot;mso-spacerun:&#39;yes&#39;; font-family:宋体; mso-ascii-font-family:Calibri; mso-hansi-font-family:Calibri; mso-bidi-font-family:&#39;Times New Roman&#39;; font-size:10.5000pt; mso-font-kerning:1.0000pt;&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;font&quot;,&quot;attributes&quot;:{&quot;face&quot;:&quot;宋体&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;}]">企业端】聚焦产品力升级（如绿色建筑、智慧社区），强化品牌口碑；</span></font></span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">【</span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" data-pm-slice="1 1 [&quot;para&quot;,{&quot;tagName&quot;:&quot;p&quot;,&quot;attributes&quot;:{&quot;class&quot;:&quot;MsoNormal&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;span&quot;,&quot;attributes&quot;:{&quot;style&quot;:&quot;mso-spacerun:&#39;yes&#39;; font-family:宋体; mso-ascii-font-family:Calibri; mso-hansi-font-family:Calibri; mso-bidi-font-family:&#39;Times New Roman&#39;; font-size:10.5000pt; mso-font-kerning:1.0000pt;&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;},&quot;node&quot;,{&quot;tagName&quot;:&quot;font&quot;,&quot;attributes&quot;:{&quot;face&quot;:&quot;宋体&quot;},&quot;namespaceURI&quot;:&quot;http://www.w3.org/1999/xhtml&quot;}]">区域布局】优先核心区优质地块，规避郊区同质化竞争。</span></font></span></font></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="" style="font-family: 宋体;font-size: 10.5pt;"><span textstyle="" style="font-size: 50px;color: rgb(124, 139, 9);font-weight: bold;text-decoration: underline;">09</span></span><span leaf=""><span textstyle="" style="font-size: 24px;font-weight: bold;">未来展望</span></span></font></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">1.短期（</span></font><font face="Calibri"><span leaf="">2025</span></font><font face="宋体"><span leaf="">年内）</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">政策红利释放叠加旺季营销，成交量有望环比提升</span></font><font face="Calibri"><span leaf="">10%-15%</span></font><font face="宋体"><span leaf="">，价格以稳为主。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">2.中长期（</span></font><font face="Calibri"><span leaf="">2025-2026</span></font><font face="宋体"><span leaf="">年）</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">伊滨区、孟津区成为供应主力，产城融合加速人口导入；</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><p><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><font face="宋体"><span leaf="">行业集中度进一步提升，本土房企与全国性品牌合作开发模式深化。</span></font></span><span style="mso-spacerun:&#39;yes&#39;;font-family:宋体;mso-ascii-font-family:Calibri;mso-hansi-font-family:Calibri;mso-bidi-font-family:&#39;Times New Roman&#39;;font-size:10.5000pt;mso-font-kerning:1.0000pt;"><o:p></o:p></span></p><section style="text-align: left;margin-top: 0px;margin-bottom: 0px;"><span style="color: rgba(0, 0, 0, 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