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Judgment: The policy bottom has appeared, the market bottom can begin to copy, and Qianhai has a new disk

These days, the two new disks in Shenzhen are selling hot, and TaoGe feels that the reasons behind it are worth pondering.

Judgment: The policy bottom has appeared, the market bottom can begin to copy, and Qianhai has a new disk

Shenzhen Midtown opened 4 hours sold out, the opening of a total of 222 suites, a total of 649 groups of buyers shortlisted, the lowest score of 61.9 points; refreshed a series of records in the opening of Shenzhen new market in the past three months: the highest margin, the highest total price, the highest unit price, the highest points, the fewest abandonment.

Judgment: The policy bottom has appeared, the market bottom can begin to copy, and Qianhai has a new disk

The next day, the Huicheng Tea Courtyard in Xili, Nanshan, selected a house online and sold nearly 90% in 5 hours. A total of 292 batches of customers grabbed 124 suites, with a winning rate of 42%. The minimum finalist point is 55.8 points.

Shenzhen property market into the frozen period, why these two plates are so good to sell?

Tao Ge believes that:

1. Shenzhen's hidden purchasing power is very strong and the demand is strong;

2. During the market silence period, a large amount of funds will be concentrated in the core area of the real estate;

3. Specifically, houses in the core areas of Futian, Nanshan and Baozhong are still very scarce and should be paid attention to.

01.

Embrace the core and stay away from the outskirts.

The fourth quarter is a good time to buy a house

The two hot selling new projects are in the core area and have certain limit dividends: Futian Xiangmi Lake's Shenye Midtown, and Nanshan Xixi Xili lake International Science and Education City's Huicheng Mingyuan.

This phenomenon tells us the principle of choosing a region now:

During the adjustment period of the property market, purchasing power is concentrating on the core area.

Why is this happening?

1, because the more in the market adjustment, the more in the liquidity is tight, the more funds will be concentrated to the high-quality targets and regions of high value, to the concentration of targets with strong liquidity, the more it will be far away from the targets and regions of those concept speculation, and away from the targets with weak liquidity.

Tao Ge has repeatedly told fans and friends that there is no problem with the fundamentals of the Shenzhen property market, and the current adjustment is essentially a liquidity crisis, which is a bit similar to the continuous decline in stocks during the 2015 stock market crash, the core reason is that there is a liquidity problem, so at that time, the mud and sand were down, and high-quality stocks also fell.

But Kweichow Moutai has risen 20 times in more than five years from the low point of the stock market crash in 2015 to the high point of this year. This is the opportunity to pick up the cheap when the black swan comes.

Shenzhen's Futian Nanshanbao medium core area, with mature supporting facilities, convenient transportation and high residential value. The industry is developed, the population is dense, the income level is high, the demand for housing is strong, and the rent level is high.

2, at the same time, those who really want to buy a house should not only see the current "price inversion", but also see the future "supply imbalance" and "green and yellow".

Specifically, from the perspective of future supply, the supply of suburbs and suburbs is relatively sufficient, including Pingshan, Longgang, Guangming, Bao'an and other areas. Through various measures, such as increasing the supply of land and changing the nature of land (such as industrial to residential, commercial to residential), etc., the supply of just-needed properties is sufficient.

In the traditional core areas of Shenzhen, such as the central areas of Futian, Nanshan and Baozhong, residential supply is scarce. In the fourth quarter of this year, there are not many core urban properties that can be selected, such as Runxi Phase II, Qianhai RunfengFu, Qianhai Yipin, Haide Park, etc.

However, there are really few net red disks in the core area next year, and there will be a stage of green and yellow. If you don't buy it this year, you may not have this shop after this village.

3, to tell an extreme case, even if there is a collapse like Japan, in fact, the real estate pressure in the core area is not large, the most tragic is those who bought suburban properties. As early as 2 years ago, Tao Ge carefully studied this problem and shared it with friends of the small secret circle:

Judgment: The policy bottom has appeared, the market bottom can begin to copy, and Qianhai has a new disk
Judgment: The policy bottom has appeared, the market bottom can begin to copy, and Qianhai has a new disk

Remember, embrace the core and stay away from the outskirts. How miserable is the outskirts?

Recently, dongguan has a new house with a down payment of 10% direct online signing, and Huizhou has also seen a 21% commission on the real estate.

Judgment: The policy bottom has appeared, the market bottom can begin to copy, and Qianhai has a new disk
Judgment: The policy bottom has appeared, the market bottom can begin to copy, and Qianhai has a new disk

In summary, Tao Ge believes that:

1. High-quality properties in the core area of Shenzhen have the dual value of reality + growth. Just like Guizhou Moutai, in special circumstances such as liquidity crisis, if there is an opportunity to buy at a discount, it must be seized.

2, the core property has greater liquidity than the suburban property, and can have considerable rental income, with growth cash flow, good houses can pass through the cycle.

3. In addition, the market environment will eventually return to normal, and the valuation of high-quality properties will also be restored, which is the best bottom target at the bottom of the property market.

At present, the financial credit policy has also begun to turn around, the property market policy bottom has emerged, and the market bottom is forming.

02.

The core of Qianhai's expansion is in Qianhai Bay

It is a new center comparable to Shenzhen Bay

How to choose the core area of Shenzhen? The biggest news in Shenzhen this year is the expansion of Qianhai, and Taoge believes that Qianhai is the biggest beneficiary.

1. Regarding the growth of Qianhai, Taoge has emphasized countless times, but after the expansion, the market has voices that suspect that the area of Qianhai is expanding and the value will be diluted.

This idea is simply wrong. What does scaling mean? The space is larger, the policy is more, the economic scale is stronger, and the imagination is more sufficient, so the expansion of Qianhai is a reconfirmation + strengthening of growth! Remember, the larger the Qianhai, the more scarce the center.

In 2010, after the expansion of the Shenzhen Special Economic Zone to the whole city, was the value of futian CBD and Nanshan center diluted? Not only did not, but more and more strong, all the way to the golden age, Xiangmi Lake, Shenzhen Bay property also rose, becoming a national weather vane.

Tao Ge reminded that border expansion and central agglomeration effect are happening together, why does the population in the north, Shanghai, Guangzhou, and Shenzhen continue to increase, and housing prices are getting higher and higher? People go to high places, and water flows to low places, and this truth is also applicable to urban development.

2. Qianhai is different from other emerging core areas, it is very close to the traditional core areas such as Nanshan Futian, and can quickly undertake the core resources of Shenzhen. For example, Nansha has suffered a loss in this regard, about 50 kilometers away from the central urban area of Guangzhou, and if it wants to attract industry and population, it needs more long-term planning and time.

One of the most important missions of Daqianhai is the integration of Shenzhen and Hong Kong, and the industry, business environment and innovation system of Daqianhai are clearly connected with Hong Kong, and even insist on 1/3 of the newly sold industrial land for Hong Kong-funded Hong Kong enterprises. Qianhai hopes to achieve a city function similar to Hong Kong, that is, to become a circulation and gathering place for global resources and capital in the future.

It is reported that as of August 2021, Qianhai has registered 11,500 Hong Kong-funded enterprises with a registered capital of 1.28 trillion yuan, and it is conceivable that Qianhai will further embrace Hong Kong-funded enterprises and will open up a broader world.

3, qianhai expanded territory, shaped like a pistol, and "Mawan + Qianwan + Guiwan + Baozhong + Da Chan Bay" connected into a piece of the qianhai, just like the trigger of the pistol, in the most core position of Qianhai, set Shenzhen's highest positioning, first-class planning, high-tech industry, top supporting in one, is the Qianhai in Qianhai.

Judgment: The policy bottom has appeared, the market bottom can begin to copy, and Qianhai has a new disk

Front Bay Planning Supporting Illustrations for reference only

In the Qianhai Free Trade Zone, Qianhai Stone Park, Oceanographic Museum, Opera House, Berkeley Music Center, Asia's largest integrated transportation hub, and many corporate headquarters will also be honored in the next few years.

There are Binhai Cultural Park, "Light of the Bay Area" Ferris Wheel, "Voice of the Bay Area" Performing Arts Center, Shenzhen Book City Bay District City (the largest book city in the country) has been launched, and the Coastal Covered Bridge is expected to open next year.

It is worth mentioning that the Tiezaishan Science and Technology City, located in Baozhong, was included in the expansion scope of Shenzhen National High-tech Zone as early as May 2019, and the latest development goal is to build an intelligent manufacturing industry agglomeration area.

At present, the region has gathered 35,000 enterprises such as large technology companies such as Dept Electronics, including 10 billion-level output value enterprise and 7 enterprises with an output value of more than 1 billion.

Da Chan Bay plans to build about 2 million square meters of "Internet + Future Science and Technology City", which is about equal to the volume of 6 Tencent headquarters Binhai Building, this year, Tencent Science and Technology Island has laid the foundation stone, is expected to be completed and put into operation in the first phase of 2025, and will accommodate 80,000-100,000 employees in the future.

Judgment: The policy bottom has appeared, the market bottom can begin to copy, and Qianhai has a new disk

Renderings of Tencent Technology Island

There are also Shenzhen International Convention and Exhibition Center of the big airport, Bao'an Airport, etc.

In the future, the top supporting facilities of Baozhong-Qianhai-Da chan bay will be connected, and the entire qianhai bay will become the most international place in Shenzhen, and will become the window for the world to understand China like Manhattan.

Therefore, if the commanding height of Shenzhen is Shenzhen Bay,

In the next 15 or 20 years, Qianwan will be the only new center that can compete with Shenzhen Bay, and it will produce unimaginable top-end properties here.

03.

The former bay quality building is coming

Unlimited purchase, unlimited loan, unlimited sale

Low threshold leverages large assets

Tao Ge recently stepped on the plate and found that there is a high-quality new disk in the core area of the former bay that is about to sell. The project name is

Qianhai Yipin, located next to Shenzhen Baoan Da Qianli, is an urban cover complex integrating smart residences, flagship commercial and business offices.

The project covers an area of about 11,000 square meters and a construction area of about 88,000 square meters, and this time it will be launched soon

About 66-128 ㎡ (3-4 rooms) luxury decoration, unlimited purchase, unlimited loan, unlimited sale, 70 years of property rights, the first 56 seats, the current building hardcover delivery.

Judgment: The policy bottom has appeared, the market bottom can begin to copy, and Qianhai has a new disk

Project renderings

The project is uniquely located and is a very mature area for the current development of Qianwan, which is both realistic and growing.

Judgment: The policy bottom has appeared, the market bottom can begin to copy, and Qianhai has a new disk

Project location map

1. Triple industry radiation:

The project is located in the first ring of Qianhai expansion - Bao'an Central District, will undertake a first-line spillover dividend, by the Qianhai Headquarters Economic Zone + Tencent "Internet +" Future Science and Technology City + Tiezaishan Science and Technology City three major city benchmark triple radiation.

Judgment: The policy bottom has appeared, the market bottom can begin to copy, and Qianhai has a new disk

The old area around the project has been renovated

2, 5 million old reforms, brand developers gathered.

More than 5 million yuan of the construction area within 1 kilometer of the grand old renovation, Hongrongyuan, China Merchants, Kaisa... Many well-known housing enterprises have seized the beach.

Urban renewal brings the gathering of high-end people, promotes the improvement of the overall consumption power of the region and the prosperity of the region, and the land value and residential value of the area will certainly be unprecedentedly improved, and the project has a high degree of growth.

3. The project has a comprehensive road network of sea, land, air and rail, and a multi-dimensional transportation system.

Rail: There are 5 subway lines at the location of the project. Metro Line 1 Pingzhou Station is about 700 meters on foot. In addition to metro lines 1, 5 and 11, which are currently in operation, there is also the planned Inner Ring Line 15 of the subway and the subway line 12 under construction.

Line 15 is a ring line formed in Qianhai, Nanshan, almost "drawing a circle in Qianhai", mainly surrounding most of Qianhai, Houhai, Nanshan, Bao'an and Xin'an. From the perspective of the direction of the inner ring road in more than a dozen cities such as Beijing, Shanghai, Guangzhou, etc., the inner ring road is undoubtedly the core area of a city, and the GDP of the main urban area of the inner ring circle has supported most of the top ten districts in the country.

Sea: Close to Da Chan Bay, Ma Wan Port, about 20 minutes to Shekou Port, Prince Bay Cruise Home Port.

Land: Standing in the first row of Bao'an Avenue, within about 15 minutes, enjoy the three vertical traffic of Guangzhou-Shenzhen Highway, Yanjiang Expressway, Beijing-Hong Kong-Macao Expressway, planning Mawan Cross-sea Passage and Shenzhen-Zhongshan Passage, and enjoying a convenient life circle in the Pearl River Delta for 1 hour.

Air: About 15 minutes to Bao'an International Airport, a fleeting flight to the world.

Judgment: The policy bottom has appeared, the market bottom can begin to copy, and Qianhai has a new disk

Project traffic map

4. The supporting facilities have been cashed in, and the living atmosphere is mature, which is the reality of the project.

Within about 2 kilometers, it has the integration of the three halls of Bao'an Center, the binhai cultural park and other cultural facilities, and leisure services such as the light of the Bay Area. Yifang City, Da Qian Li.

Judgment: The policy bottom has appeared, the market bottom can begin to copy, and Qianhai has a new disk

Surrounding facilities of the project

The project industry is developed, the transportation is strong, the life is livable, the expansion of Qianhai is superimposed, and the stimulation of the urban core area makes it difficult to find a location that matches the whole of Shenzhen.

5, 5.1 meters high floor, first-line brand hardcover, luxury house standard to build.

The products of the project are also very interesting, about 5.1 meters high, square apartment, high utilization rate, flexible space, size at will; in terms of functional positioning, "eclectic", both as a daily life space, but also as a pluralistic free space, to meet a variety of needs;

The project is a first-line brand hardcover delivery, the whole house intelligent hardcover, completely in accordance with the standard of the mansion. Tao Ge went to the scene to see, made a lot of storage space, and the details are full of humanity.

The 7th floor is equipped with a starry pool to enjoy the quality of life.

Judgment: The policy bottom has appeared, the market bottom can begin to copy, and Qianhai has a new disk

6. Cost-effective and promising rental income.

The project is not limited to purchase, unlimited loan, unlimited sale, hardcover delivery of the current building, which can save 1-2 years of supply costs, as well as stable cash flow.

Tao Ge feels that the value of this luxury-grade product, the rent level is also very impressive.

Taking Futian Mangrove Bay as an example, the monthly rent of a 76-square-meter small apartment is 15,000 yuan; for a 162-square-meter house, the monthly rent jumps to 45,000 yuan, and although the area is only 2.2 times that of the small apartment, the rent is 3 times higher.

247 square meters of housing, it went to 65,000 yuan, and the larger 311 square meters of units, empty houses also rented to 90,000 yuan.

Judgment: The policy bottom has appeared, the market bottom can begin to copy, and Qianhai has a new disk

Yaowan hui rent picture source shell

The quality of Qianhai Yipin can be said to be a second sale of surrounding real estate, and it is very good to rent in the future. At present, the products in the early stage of the project, the monthly rent of 2 bedrooms and 1 hall is about 7800 yuan, and the monthly rent of 3 bedrooms is about 8500 yuan; the monthly rent of the three bedrooms in the former city of Hongfa QCC built next door is about 10,000 yuan; the professional institutions invited to the project estimate that the future monthly rent of Qianhai Yipin's products can be 10,000 yuan.

Judgment: The policy bottom has appeared, the market bottom can begin to copy, and Qianhai has a new disk

Hongfa QCC front city rent Picture source shell

There is also an important point that the project supporting, apartment type, and good quality not only radiate the financial and intellectual crowd in the core circle of Qianhai, but also tens of thousands of enterprise employees of Tencent Science and Technology Island and Tiezaishan Science and Technology City are also potential buyers, and this opportunity can be encountered but not sought.

Tao Ge believes that Qianhai Yipin is a rare core real estate in the fourth quarter of this year, and the low threshold leverages Qianhai assets, whether it is self-occupied or rent collection is a good target.

The project is about to launch about 66-128 ㎡ (3-4 rooms) luxury and elegant work, unlimited purchase, unlimited loan, unlimited sale, you can go to the scene to feel it, there will be a different harvest!

(This article only represents the personal views of "Wenjie Taolou" and Taoge, and does not constitute specific investment and house buying advice, the property market is risky, and investment must be cautious.) )

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