文｜睿思网

jinqi，kaidetouzizhengchixudiaozhengqizaizhongguodeshangyezichantouzijiegou。

1yue31ri，kaidetouzijiangbeijingkaide·xingmaoxiangmu95%deguquanchushouyuyoubangrenshou，jinbaoliu5%guquan，jiaoyizongduijiajin24yiyuan。erzaishutianqian，qixiakaidezhongguoxintuo（clct）gangwanchengbeijingkaidemall•shuangjinggouwuzhongxindechushou，jiaoyijiagewei8.42yiyuan。

“cijufuhekaidetouzidezibenzaixunhuancelve，shifangchengshuzichanjiazhi，huishouzibenyongyuzaitouzi。”kaidecheng。

suizhexiangguanzichandechushouwancheng，kaidexizaibeijingdeshangyetouzigengpianxiangcunliangzichanyunying。

连续转手北京项目

genjucbreshibangweilishideshujubaogaoxianshi，beijingbangonglouzhengtikongzhilv2023nianmopanshengzhi21.7%，wei2009nianmoyilaizuigaoshuiping，qizhongchuantongquyugezishichangkongzhilvjuntongbishangshengqiedaliangweishu。

kaidechushouzichandexingweiweibijiyuduishichangqianjingdekandan，congkaidebiaozhixingde“rongtouguantui”ziguanmoshichufa，xuanzezaiheshideshijiandianyiheshidejiagewanchengtuichu，benjiushiqizibenyunzuodezhongyaoyihuan。

zuixinwanchengguquanchushoudebeijingkaide·xingmaoxiangmu，xikaideyu2022nian10yuetongguofayuanpaimaishougouerlai，zuojia20.37yiyuan，jiaodangshidepinggujiayuedisancheng。

gaixiangmudeqianshenshiboruidasha，weiyuchaoyangquhexinshangwuqu，dishangjianzhumianjiwei44,759pingfangmi。kaidezaishougouwanchenghou，duixiangmujinxingyixiliezichangaizao，bingtongbuqidongzhaoshang。2023nian9yue，suizhediyijieduanjin8chengkongjianzichanshengjigaizaowancheng，yibeijingkaide·xingmaozhimingzhongxinrushi。

congjiaoyijinelaikan，kaidezhenduibeijingkaide·xingmaoxiangmudetouziwuyishichenggongde。suizanweihuoxikaidesuotourudejutigaizaochengbenshue，danjinyimaiyimaizhijian，kaidetouzijihuodeleyue3.6yiyuandezhangmianshouyi，erqiehaibaoliule5%deguquan。

kaidetouzisihuyefeichangkanhaogaixiangmudefazhanqianjing，zuoweibaoyouguquandegudongzhiyi，kaidetouzirengjiangweigaixiangmutigongzichanguanlifuwu，huodejingchangxingfeiyongshouru。

zhideyitideshi，zheishikaidetouzijinnianyuyoubangrenshoudeerdulianshou。2022nian，youbangrenshoucantoulekaidetouzideyizhirenminbijijin，“zaichixukuodajijinguanliyewuguimodetongshi，womenjiangjixuzhuanzhuyushixianqingzichanhezibengaoxiao。” kaidetouzi（zhongguo）shouxizhixingguanpanzixiangbiaoshi。

xiangjiaoyubeijingkaide·xingmao，kaidetouzizaibeijingkaidemall•shuangjinggouwuzhongxindeshouyizejiaoweixunse。

julejie，beijingkaidemall•shuangjinggouwuzhongxinzongmianjiwei49,463pingmi，yu2006nianzhurukaidezhongguoxintuopingtai，bishizichanguzhiwei4.1yiyuan，jiezhi2023nian10yue31ri，xiangmuguzhiwei6.21yiyuan，zuizhongchengjiaojiawei8.42yiyuan。

kaidezhongguoxintuoyizhichu，cicichushoujiagezhehenianhuanpishouyilvwei2.8%。xiangjiaoyukaideshangyexintuoqitayixianchengshigouwuzhongxindezibenhualvshuiping（yue4.3%-5.3%），2.8%deshouyilvxiandejiaodi。

buguo，cicijiaoyijiagezhehemeipingmijianzhumianjiwei17023yuan，jiaoqizuixinpingguzhi12454yuan/pingmitishengleyue36.7%。zhishizheigejiagerengdiyukaidexintuozaibeijingjiguangzhoudengqitayixianchengshigouwuzhongxindedanjia。

jinguanweidadaolixiangshouyishuiping，kaidezhongguoxintuorengjueyichushou，jingruisiwanglejie，qizhongyigeyuanyinshigaixiangmuzengzhangkongjianyiranbuda。

julejie，dangqianbeijingkaidemall•shuangjinggouwuzhongxin98.2%demianjizhangqizujijialefuhebaianjulianggezhulidian，shengyumianjizujijigexiaozuhu，shouyiwendingdanzengzhanghuanman。

lingjugongkaishuju，gaixiangmuzi2006nianqiliunianzujinfuhezengzhanglvjin0.96%，ciwai，congxiangmudeshouyilvlaikan，xiangmushougoucinianwei7.7%，suihouyu2019niandadaofengzhi9.2%，jihousuizhebeijinggouwuzhongxinjingzhengdebuduanbairehua，beijingkaidemall•shuangjinggouwuzhongxinzaishouyilvtishengfangmianzengzhangfali。

qici，gaixiangmuyiyunyingzhangda19nian，kaidezhongguoxintuoyejijiangmianlinweihuhuogaishangaiwuyedexiangguanzhichuchengnuo。jiashangxiangmushengyutudinianxianjianshao，cicichushoubujinkeshikaidezhongguoxintuoconggaixiangmuzhongshifangxianjinjiazhi，jianshaoshengjizhuangxiudengzhongdazibenzhichu，yeyouzhuyugaishankaidezhongguoxintuozichanbaodezulinqixianjiegou，tishengzichanbaoshourukongjian。

2024持续换仓

huancang，huoxushikaidejinniandezhuxuanlv。

kaidetouzizanweitouluhouxuxindetouzijihua，ranergenjuqiguowangdetouzibiaoxian，shangbanhexinjingjilingyuxiangxinshitouzizhuyaofangxiang。

jinguanchushoulelianggeshangyexiangmu，danshangbantouzirengshikaidetouzidefangxiangzhiyi。

jiezhi2023nian9yue30ri，kaidetouzigongyou14zhijujiaozhongguoshichangdejijin，qizhongjinliangnianxinshelidejiuyou6zhi，baokuo3zhirenminbijijin：baokuokaidetouzizhongguoteshujihuirenminbijijiniqi、kaidetouzizhongguochanyeyuanhexinxingrenminbijijiniqiheiiqi，zongjijinguimojin47yiyuanrenminbi，bingwanchengleduisangeyouzhishangbanjichanyeyuanquzichandeshougou。

qizhong，kaidetouzizhongguoteshujihuirenminbijijiniqishougouleweiyushanghaideyidongyouzhibangonglou；kaidetouzizhongguochanyeyuanhexinxingrenminbijijiniqizeshougoulekaidetouziqixiadetengfeikejilou，gaixiangmuweiyushanghaipudongxinqudezhangjianggaokejiyuanqunei；kaidetouzizhongguochanyeyuanhexinxingrenminbijijiniiqizeshougouleweiyushanghaiyangpuquchanyeyuanxiangmushangpuzhongxin，baokuo10donggaopinzhibangonglou，zongjianzhumianjijin20wanpingfangmi。

2023nian2yue，kaidetouzixuanbushelikaidezhongguoteshujihuihuobanjihua，zongchengnuoguben11yixinyuan，touziyuzhongguoshangyejixinjingjilingyudeteshujihuixiangmu，rubangonglou、gouwuzhongxin、wuliujigongyedichan。

qizhong，gaijihuajiuyi5.53yixinyuan（zhehe28.1yiyuanrenminbi）shougoulebeijingsuningshenghuoguangchang，bingjianglingshoubufenyetaigaizaoshengjiweijiajibangonglou。rujin，gaixiangmuyigengmingwei“kaide·huixindasha”，jihuajinnian7yueliangxiang。

congkaidetouzijinniandemutoufangxianglaikan，xinjingjilingyudeteshujihuixiangmuyeshikaidedezhuyaotouzizhongxin。

jiuzaiduibeijingsuningshenghuoguangchangjinxingshougoudetongshi，kaidezhongguoteshujihuihuobanjihuayiyi1.57yixinyuan（7.99yiyuanrenminbi）shougouleyigeweiyuguangdongfoshandewuliuxiangmu。

2023nian11yue，kaidetouzilianshouhainankonggujihuagongtongshelichanchengrongheguquantouzijijin，zhuyaoyongyutouzihainanziyoumaoyigangdexinjingjichanchengronghexiangmu。

shishishang，zaozai2019niantongguozhenghexingqiaotengfei，kaidebianyikuaruxinjingjichanyesaidao。julejie，muqian，kaidezaizhongguoyewubianji40duogechengshi，guanli300duogexiangmu，zichanguanliguimoyue3,000yiyuan，jijinzichanguanliguimojin1,500yiyuan。xiangguantouzizuhebaokuoweiyuwudahexinchengshiqunyierxianchengshidebangonglou、gouwuzhongxin、lvsu、chanyeyuanqu、wuliuheshujuzhongxin。

zheiyiyuguoneijingjidaqushixiangfu。zongguandangxiabushaosimujigoudetouzizhongxinyicongchuantongfangdichanshichangzhuanxiang，zhongdianguanzhushangye、bangong、zhangzugongyuhewuliudichandengtouzilingyu，zaitamendeyanzhong，zheishixinjihuidefengkou。youqisuizhejingjijiegoudechixuzhuanxing，yijichanyezhengcedefuchi，baokuozhongguozaineideyazhouwuliu、shujuzhongxin、zhangzugongyudengshichangzhengkuaibuzouxiangpengbofazhanqi。

xianran，kaidezhengcaizaifengkouzhishang。buguojiezhimuqian，kaideshangweizhanxianchuyigezhongxinzhuanhuanhoudechenggonganli，zheiyeshikaidexiangyaocongyazhoujurenzouxiangquanqiulongtoubixuwanchengdetupo。