10月百城新建住宅均价环比上涨0.18%；前10月百强房企销售总额超2.5万亿元｜房产早参

2026-11-02 · 金谷量化

жүӢжңәжҹҘзңӢиҙўз»Ҹеҝ«и®Ҝ дёҖжүӢжҺҢжҸЎеёӮеңәи„үжҗҸ гҖҖгҖҖпҪң2026е№ҙ11жңҲ2ж—ҘжҳҹжңҹдёҖпҪң гҖҖгҖҖ NO.1 еӨӘзӣҹжҠ•иө„жӢҹ收иҙӯ жҒ’еӨ§зү©дёҡ 51%иӮЎд»Ҫ гҖҖгҖҖ10жңҲ30ж—ҘпјҢ жҒ’еӨ§зү©дёҡ е…

жүӢжңәжҹҘзңӢиҙўз»Ҹеҝ«и®Ҝ

дёҖжүӢжҺҢжҸЎеёӮеңәи„үжҗҸ

гҖҖгҖҖпҪң2026е№ҙ11жңҲ2ж—ҘжҳҹжңҹдёҖпҪң

гҖҖгҖҖ NO.1 еӨӘзӣҹжҠ•иө„жӢҹ收иҙӯ жҒ’еӨ§зү©дёҡ 51%иӮЎд»Ҫ

гҖҖгҖҖ10жңҲ30ж—ҘпјҢ жҒ’еӨ§зү©дёҡ е…¬е‘Ҡз§°пјҢеӨӘзӣҹжҠ•иө„йӣҶеӣўдёӢеұһжҠ•иө„жҺ§иӮЎе№іеҸ°пјҲиҰҒзәҰдәәпјүе·ІдёҺдёӯеӣҪжҒ’еӨ§йӣҶеӣўеҸҠе…¶еӯҗе…¬еҸёCEG Holdings (BVI) LimitedзӯҫзҪІе…ідәҺ жҒ’еӨ§зү©дёҡ иӮЎд»Ҫд№°еҚ–зҡ„жӯЈејҸдәӨжҳ“ж–Ү件гҖӮж №жҚ®е…¬е‘ҠпјҢеӨӘзӣҹжҠ•иө„е°Ҷд»Ҙ0.8359жёҜе…ғ/иӮЎж”¶иҙӯдёӯеӣҪжҒ’еӨ§жҢҒжңүзҡ„жҒ’еӨ§зү©дёҡ1.361%иӮЎд»ҪпјҢд»Ҙ0.7271жёҜе…ғ/иӮЎж”¶иҙӯCEG Holdings (BVI) LimitedжҢҒжңүзҡ„жҒ’еӨ§зү©дёҡ49.655%иӮЎд»Ҫ并жүҝжӢ…е…¶зЁҺиҙ№зӯүиҙҹеҖәеҗҲи®Ў5дәҝе…ғдәәж°‘еёҒпјҢжҢҒиӮЎжҜ”дҫӢиҫҫ51.016%гҖӮе…¶дёӯпјҢ收иҙӯиӮЎд»Ҫзҡ„жҖ»зҺ°йҮ‘д»Јд»·зәҰ40.26дәҝжёҜе…ғпјҢжӯӨ次收иҙӯзҡ„ з»јеҗҲ жҲҗжң¬зәҰеҗҲ45дәҝжёҜе…ғгҖӮеҫ…дәӨжҳ“е®ҢжҲҗеҗҺпјҢеӨӘзӣҹжҠ•иө„е°ҶжҲҗдёәжҒ’еӨ§зү©дёҡж–°жҺ§иӮЎиӮЎдёңпјҢ并еҗ‘жҒ’еӨ§зү©дёҡе…¶д»–иӮЎдёңжҢүз…§0.8359жёҜе…ғ/иӮЎзҡ„д»·ж јеҸ‘иө·е…ЁйқўиҰҒзәҰ收иҙӯгҖӮ

гҖҖгҖҖ зӮ№иҜ„пјҡ жҺ§иӮЎжқғжҳ“дё»з»Ҳз»“иӮЎжқғжӮ¬зҪ®пјҢеӨӘзӣҹе…Ҙдё»жңүжңӣж”№е–„жІ»зҗҶз»ҸиҗҘйў„жңҹпјҢдҪҶиҰҒзәҰд»·дҪҺдәҺеёӮд»·пјҢзҹӯжңҹжҲ–жүҝеҺӢгҖӮеҜ№иЎҢдёҡиҖҢиЁҖпјҢең°дә§йЈҺйҷ©иө„дә§еӨ„зҪ®еҶҚиҺ·иҝӣеұ•пјҢиө„жң¬йҮҚдј°зү©з®Ўд»·еҖјпјҢжқҝеқ—ж•ҙеҗҲеҮәжё…йў„жңҹеҚҮжё©гҖӮ

гҖҖгҖҖ NO.2 10жңҲзҷҫеҹҺж–°е»әдҪҸе®…еқҮд»·зҺҜжҜ”дёҠж¶Ё0.18%

гҖҖгҖҖж—ҘеүҚпјҢдёӯжҢҮз ”з©¶йҷўеҸ‘еёғзҡ„ж•°жҚ®жҳҫзӨәпјҢ10жңҲпјҢе…ЁеӣҪ100дёӘеҹҺеёӮж–°е»әдҪҸе®…е№іеқҮд»·ж јдёә17316е…ғ/е№іж–№зұіпјҢзҺҜжҜ”дёҠж¶Ё0.18%пјҢеҗҢжҜ”дёҠж¶Ё2.02%гҖӮеҲҶеҹҺеёӮжқҘзңӢпјҢ10жңҲпјҢдёҖзәҝеҹҺеёӮж–°е»әдҪҸе®…д»·ж јзҺҜжҜ”дёҠж¶Ё0.41%пјҢеҗҢжҜ”дёҠж¶Ё5.08%пјҢж–°жҲҝд»·ж јдёҠж¶Ёд»Қдё»иҰҒдҫқйқ й«ҳд»·зӣҳе…ҘеёӮеёҰеҠЁпјӣдәҢзәҝеҹҺеёӮзҺҜжҜ”дёҠж¶Ё0.13%пјҢеҗҢжҜ”дёҠж¶Ё1.68%пјӣдёүеӣӣзәҝд»ЈиЎЁеҹҺеёӮзҺҜжҜ”дёӢи·Ң0.10%пјҢеҗҢжҜ”дёӢи·Ң2.01%гҖӮд»Һж¶Ёи·ҢеҹҺеёӮдёӘж•°зңӢпјҢ32дёӘеҹҺеёӮзҺҜжҜ”дёҠж¶ЁпјҢ61дёӘеҹҺеёӮзҺҜжҜ”дёӢи·ҢпјҢ7дёӘеҹҺеёӮжҢҒе№ігҖӮдәҢжүӢдҪҸе®…ж–№йқўпјҢ10жңҲпјҢзҷҫеҹҺдәҢжүӢдҪҸе®…еқҮд»·дёә12376е…ғ/е№іж–№зұіпјҢзҺҜжҜ”дёӢи·Ң0.61%пјҢи·Ңе№…иҫғдёҠжңҲжү©еӨ§0.01дёӘзҷҫеҲҶзӮ№пјҢеҗҢжҜ”дёӢи·Ң6.72%гҖӮ

гҖҖгҖҖ зӮ№иҜ„пјҡ ж–°жҲҝдәҢжүӢжҲҝ继з»ӯеҲҶеҢ–пјҢж–°жҲҝж¶Ёе№…зі»ж ёеҝғеҹҺеёӮдјҳиҙЁйЎ№зӣ®е…ҘеёӮеёҰеҠЁпјҢеұһз»“жһ„жҖ§ж”№е–„пјҢеӨҡж•°еҹҺеёӮд»ҚеӨ„и°ғж•ҙгҖӮеҜ№жҲҝдјҒиҖҢиЁҖпјҢд»·ж јиҫ№йҷ…дјҒзЁігҖҒеҺ»еҢ–йў„жңҹж”№е–„пјҢеңҹеӮЁе……и¶іиҖ…зӣҲеҲ©йў„жңҹиҺ·ж”Ҝж’‘гҖӮ

гҖҖгҖҖ NO.3 еүҚ10жңҲзҷҫејәжҲҝдјҒй”Җе”®жҖ»йўқи¶…2.5дёҮдәҝе…ғ

гҖҖгҖҖиҝ‘жңҹпјҢдёӯжҢҮз ”з©¶йҷўеҸ‘еёғзҡ„з»ҹи®Ўж•°жҚ®жҳҫзӨәпјҢ2026е№ҙ1~10жңҲпјҢзҷҫејәжҲҝдјҒж“Қзӣҳй”Җе”®йўқдёә20016.3дәҝе…ғпјҢжқғзӣҠй”Җе”®йўқдёә17477.1дәҝе…ғпјӣзҷҫејәжҲҝдјҒй”Җе”®жҖ»йўқдёә25370.6дәҝе…ғпјҢеҗҢжҜ”йҷҚе№…иҫғ1~9жңҲ收зӘ„0.9дёӘзҷҫеҲҶзӮ№гҖӮ

гҖҖгҖҖ зӮ№иҜ„пјҡ йҷҚ幅收зӘ„йҮҠж”ҫзӯ‘еә•дјҒзЁідҝЎеҸ·пјҢж”ҝзӯ–ж•ҲжһңжёҗжҳҫпјҢжқҝеқ—дј°еҖјдҝ®еӨҚйў„жңҹеўһејәпјҢеҲҶеҢ–ж јеұҖжҲ–延з»ӯпјӣеҗҢж—¶пјҢдјҳиҙЁеӨ®еӣҪдјҒйҹ§жҖ§еҮёжҳҫпјҢзӣҲеҲ©йў„жңҹиҺ·ж”Ҝж’‘пјҢеҲҶеҢ–дёӯејәиҖ…жҒ’ејәгҖӮ

гҖҖгҖҖ NO.4 дёӯеӣҪе»әзӯ‘ иҺ·8йЎ№йҮҚеӨ§йЎ№зӣ®пјҢжҖ»йҮ‘йўқ299.3дәҝе…ғ

гҖҖгҖҖ10жңҲ30ж—ҘпјҢ дёӯеӣҪе»әзӯ‘ еҸ‘еёғйҮҚеӨ§йЎ№зӣ®е…¬е‘Ҡз§°пјҢе…¬еҸёиҝ‘жңҹиҺ·еҫ—жҲҝеұӢе»әзӯ‘гҖҒеҹәзЎҖи®ҫж–ҪдёӨеӨ§зұ»е…ұи®Ў8дёӘйҮҚеӨ§йЎ№зӣ®пјҢйЎ№зӣ®йҮ‘йўқеҗҲи®Ў299.3дәҝе…ғпјҢеҚ 2025е№ҙеәҰз»Ҹе®Ўи®ЎиҗҘдёҡ收е…Ҙзҡ„1.3%гҖӮе…¶дёӯпјҢжҲҝеұӢе»әзӯ‘зұ»йЎ№зӣ®е…ұ7йЎ№пјҢеҢ…жӢ¬дёӯе»әдёӯдёңе…¬еҸёиҺ·еҫ—йҳҝиҒ”й…ӢиҝӘжӢңжҺ§иӮЎжҖ»йғЁеӨ§жҘјйЎ№зӣ®пјҢйҮ‘йўқ61.6дәҝе…ғпјӣдёӯе»әе…ӯеұҖиҺ·еҫ—з”ҳиӮғеәҶйҳіжҷәж…§и“қеӣҫиҘҝйғЁжҷәз®—дёӯеҝғдёҖжңҹйЎ№зӣ®и®ҫи®ЎгҖҒйҮҮиҙӯгҖҒж–Ҫе·ҘжҖ»жүҝеҢ…пјҲEPCпјүпјҢйҮ‘йўқ36.6дәҝе…ғпјӣдёӯе»әдёүеұҖиҺ·еҫ—ж№–еҢ—жӯҰжұүе…үз”өиһҚеҗҲдә§дёҡеӣӯпјҲдёҖжңҹпјүйЎ№зӣ®е·ҘзЁӢжҖ»жүҝеҢ…пјҲEPCпјүж Үж®өдёҖпјҢйҮ‘йўқ28.1дәҝе…ғгҖӮ

гҖҖгҖҖ зӮ№иҜ„пјҡ ж–°зӯҫи®ўеҚ•з»“жһ„дјҳеҢ–пјҢдёәе…¬еҸёиҗҘ收дёҺдёҡз»©йў„жңҹжҸҗдҫӣж”Ҝж’‘пјҢзӣҲеҲ©зЎ®е®ҡжҖ§еўһејәгҖӮеҗҢж—¶пјҢе»әзӯ‘еӨ®дјҒи®ўеҚ•зЁіеҒҘеҚ°иҜҒеҹәе»әйңҖжұӮйҹ§жҖ§пјҢж–°еҹәе»әдёҺе…ҲиҝӣеҲ¶йҖ еҚ жҜ”жҠ¬еҚҮпјҢдә§дёҡй“ҫжҷҜж°”дјҳеҢ–пјҢжқҝеқ—дј°еҖјдҝ®еӨҚйў„жңҹе·©еӣәгҖӮ

пјҲж–Үз« жқҘжәҗпјҡжҜҸж—Ҙз»ҸжөҺж–°й—»пјү

зӮ№еҮ»еә•йғЁзҡ„вҖңеҸ‘зҺ°вҖқ

дҪҝз”ЁвҖңжү«дёҖжү«вҖқ

еҚіеҸҜе°ҶзҪ‘йЎөеҲҶдә«иҮіжңӢеҸӢеңҲ

жү«жҸҸдәҢз»ҙз Ғе…іжіЁ

дёңж–№иҙўеҜҢе®ҳзҪ‘еҫ®дҝЎ