In Shenzhen, the second soil auction was sold for 143.932 billion yuan

On August 4th, Shenzhen held the second concentrated land supply in 2022, and a total of 16 residential land set up "shelves", which attracted about 20 housing or housing companies registered. According to data from Shenzhen Land and Mining Property Rights Trading Platform, the listing of the listing land involved in the total land area of ​​about 332,900 square meters, the total construction scale was about 1.798 million square meters, and the total price of the starting shot was 34.983 billion yuan.

From the results, 16 houses were finalized and 2 streams were finalized. The transaction value reached 33.932 billion yuan, with an average premium rate of 9.33%. China Resources Land, China Merchants Shekou, Yuexiu Real Estate and other enterprises with funding advantages are more active, and they have gained a lot in this concentrated land supply.

Guan Rongxue, an analyst of Zhuge Finding Data Research Center, said in an interview with the Securities Daily that some private housing companies took the figure in the industry in the deep adjustment cycle of the industry. Essence

Two land accident flow shots

In terms of scale, Shenzhen's second concentrated supply has increased compared with the previous land supply. The number of 16 land was twice the first concentrated land supply this year, and the construction area increased by nearly 70 % from the first round of land supply, and many land locations were better. People in the industry generally believe that Shenzhen has concentrated its sincerity.

Of the 16 plots, 9 plots were sold at the highest price, and 5 plots entered the staging stage. The highest popularity is the Baoan Xin'an A003-0434 plot. There are as many as 10 real estate companies at the time of entering the lottery. Eventually, it is overwhelmed by Yuexiu Real Estate. The highest total price is the A806-0401 plot of Longhua Minza, which is won by China Resources Land for 7.969 billion yuan.

It is worth noting that there are 2 land flow shots in Shenzhen concentrated land supply, namely Baoan Xin'an A001-0212 plot and Pingshan Shijing G13305-0046 plot.

"There are fewer flow shooting phenomena in Shenzhen. Previously, in the concentrated land supply of Shenzhen, only one streaming phenomenon appeared in the second round of concentrated land last year, but only one stream shot. It is unexpected. "Guan Rongxue, an analyst of the Zhuge Housing Data Research Center, said that the current real estate market is still in the adjustment stage, and the pressure on the funds of real estate enterprises is still large, and the land acquisition is also limited. At the same time, the sales side has not been seen significantly. The choice of plots is becoming more cautious and harsh, and some of the weak plots will inevitably appear flowing.

In fact, not only Shenzhen, there are also streaming phenomena in other cities recently. For example, in Beijing and Chengdu's second batch of concentrated shooting land, there are 3 and 1 ground flow shooting.

Zhu Xiaohong, the dean of the China Luxury Research Institute and the city operating expert, told the Securities Daily that land flow shooting is a common phenomenon in the land market in the second half of the year. This is the case for Shenzhen as a city for residential land shortages.

Guan Rongxue believes that housing companies are highly looking forward to the improvement of the market outlook, but they are not "drums" by their wallets. After the market conditions gradually improve, the enthusiasm of real estate companies may improve.

Metropolis enterprises and state -owned enterprises are more active

In the second concentrated land supply in Shenzhen, China Resources Land, China Merchants Shekou and other state -owned enterprises and state -owned enterprises have harvested a lot. Public information shows that this time China Resources Land participated in a total of 14 land in 16 houses, which is the most active real estate company; China Merchants Shekou, Poly Development and Overseas Development have participated in 10, 9, and 8 land respectively. After registration, follow the land of China Resources.

In addition to winning the landlord of Longhua Minzhi Street, China Resources Land also competed for the Longhua Minzhi Street plot, it also cost 907 million yuan and 572 million yuan to win the Tingshan Shijing Street plot and Longgang Longcheng Street plot, and cost 9.448 billion yuan. In addition, China Resources Land also cooperated with the Shenzhen Railway Group to compete for 2.429 billion yuan to compete for the Land of Phoenix Street, which is the biggest winner of this soil auction.

The active housing companies are inseparable from the fundamental support. In the context of the overall downlink of the industry, the sales of central enterprises and state -owned enterprises have been less affected, and financing costs have maintained an advantage. Taking China Resources Land as an example, the company achieved sales of 39.690 billion yuan in June, an increase of 2.53%year -on -year. It rarely achieved positive growth in the context of the universal sales of housing companies year -on -year. In terms of financing, the status of China Resources Land 10 billion yuan of public offering bond project has been updated to "feedback", and the financing channels are relatively smooth.

Guan Rongxue believes that since the second round of concentrated land last year, the more positive characteristics of state -owned enterprises and central enterprises have become more prominent. A series of measures such as soil auction competition and the proportion of margin margin are not small. The test of housing enterprises is not small. The financing and sales of housing enterprises are tightening. The dominant position of the land market.

According to the data of the Eyihan think tank, from January to July, Poly's cumulative new value -added value reached 152.153 billion yuan, and the new value -added value of China Resources Land and China Merchants Shekou reached 126.200 billion yuan and 124.1 billion yuan, respectively, ranking among the top three. From January to July, among the new value -added TOP100 housing companies, the number of central enterprises, state -owned enterprises, and private enterprises accounted for 17%, 63%and 20%, respectively. From the perspective of the proportion of goods, the market that central enterprises accounted for the value of the goods value The share increased from 29%to 46%, an increase of 17 percentage points; the share of state -owned enterprises increased from 16%to 38%, an increase of 22 percentage points; the share of private enterprises from 55%to 16%.

Yihan Think Tank believes that the increase in the proportion of real estate goods in central enterprises shows that most central enterprises have recently received land acquisition and focus on returning to the "dual -core" -the core city and core sectors. Therefore, the market share of new value -added value has increased faster.Reporter Li Yuzheng

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