The second round of concentrated land supply in Guangzhou this year: 2.96 billion yuan in charges to reproduce the number

Guangzhou's this round of land, Tianhe Haizhu Liwan and other central areas have launched the Yangcheng Evening News all -media reporter Chen Qiuming

14 are bidding for a limited time, 11 transactions

Yangcheng Evening News reporter Chen Yuxia Xu Weilun

On July 18, Guangzhou carried out the second round of concentrated land supply this year. A total of 14 land used for land use for timely bidding for a total of about 25.3 billion yuan, and the final 11 land transactions (one of them to be shaken), the total transaction amount was about 20.96 billion yuan. In addition to the supply of Zero plot in Yuexiu District, there are 6 pretty land transferred in central areas such as Haizhu, Liwan and Tianhe. On the whole, the land transfer transactions are stable, and state -owned enterprises and central enterprises are still the main force of land acquisition. Among them, some popular plots were contended by many housing companies, and finally entered the shaking session to determine the ownership of the land.

The participation of housing enterprises increases the differentiation of the plot market differentiation

The concentrated land supply in Guangzhou is the least number and total area of ​​supply ancestors and total area in concentrated land transfers from 2021. It is about half of the first round of land supply area this year. Essence However, from the data such as the proportion of land price premium rate and the proportion of reserve transactions, this round of concentrated land supply can to a certain extent reflect the city's market.

Yangcheng Evening News All -Media Reporter Based on the five rounds of concentrated land supply data from the first quarter of last year to the present, the third round of concentrated land supply last year, the premium plot was zero, the reserve price transaction plot accounted for about 76%; In the middle, the premium plot accounted for 11%, and the reserve price transaction plot accounted for about 83%. In the second round of this year on July 18, the proportion of premium plots increased to 21%, and the proportion of reserve price transactions was 57%. It can be seen that the participation of real estate companies has improved.

In this round of land supply, not only the land market market is differentiated, but also the different plots in the area, but also the world of the market. Take Tianhe, the central area that has attracted much attention, as an example. There are 2 land for the area in the area. Among them, the Tianhe District Yantang plot 3 (AT020883 land) obtained 54 rounds of bidding, and after about half an hour, it reached the government regulations. 8.120 billion yuan cap. At this time, if the construction area is eliminated, the land price of the land in the plot is about 50,800 yuan/square meter, and the premium rate is 15%. In the end, the plot entered the shake session to decide the belonging, and it was seen three days later. It is worth mentioning that such floor land prices have entered the top five in the land price rankings in Guangzhou. But at the same time, the AT0304011-1 plot on the south side of Yuxin Street, Tianhe District, failed to be sold due to unmanned bidding.

Xiao Wenxiao, the chief market analyst of the Kerry Ruiguang Buddhist area, believes that the real estate market in first -tier cities is like this. The competition of high -quality plots in high -quality land is very fierce. When the investment confidence supported by hard power, many companies may not dare to take such a high -price land. This is a new cycle of the industry that competes for internal skills. Only the all -round strength champion can become bigger and stronger. "

State -owned background housing companies are still the main power of land acquisition

According to statistics, in this round of concentrated land supply, except for the situation where the Tianhe District Yantang plot 3 (AT020883) is in the case of being shaken and unknown, the remaining 10 land that has been successfully transferred is all houses with a state -owned background. Enterprise competes. Specifically, Poly developed a total of 3 plots, 3 Baoxin Real Estate (of which 1 was shot with Guangzhou City Investment), and 2 of Yuexiu Group (one of them was shot with Haizhu and livelihood). Guangzhou The transportation investment group and the Pearl River industry each compete for one plot.

In fact, since Guangzhou's second round of concentrated land supply in 2021, state -owned enterprises and central enterprises with relatively stable funds have been backbone in the land market. Li Yujia, chief researcher at the Housing Policy Research Center of the Guangdong Provincial Planning Institute, said that state -owned enterprises and central enterprises support the market temperature and gradually return the land market to normal situation. However, he also said frankly that the recent rise in the property market sales end has not yet stabilized, and the financing end has not improved. Therefore, on the land supply side, private housing companies are more conservative, and developers are mainly defense cash flow. "Only when the recovery trend of the commercial housing market is determined, the risks of private enterprise developers have begun to solve properly, and banks such as banks such as banks have normalized corporate financing, and the land market can completely recover."

The Ministry of Research and Development of Guangzhou Central Plains also believes that the main force in the land market in the short term is conducive to maintaining the stability of the development and delivery of new houses. It can dispel buyers' doubts about the recent market negative news, improve their confidence in buying houses, maintain the healthy development of the new housing market in the new housing market. ; From the perspective of the medium and long -term market, more private enterprises need to join the city to enhance market activity.

Observed

Two rounds of key cities this year:

Earth auction rules relax

Still cold and cold

On July 18th, with the smooth transactions of the soil auction of Guangzhou this round, there are currently 11 key cities including Xiamen, Fuzhou, Beijing, Qingdao, Hefei, Suzhou, Wuhan, Ningbo, Hangzhou, Chongqing, and Guangzhou. Rotation is concentrated. According to Kri Rui data, in the cities where the second round of concentrated land supply has been completed in this year's key 22 cities across the country, although the environmental policies are constantly favorable and the soil auction rules are relaxed, the splash is not large.

"Inverse cold and cold" is the commonality of the two -wheeled land market in the batch of key cities. For example, Wuhan, where the overall premium rate is only 1%, only one plot is "fuse" under the auction of multiple real estate companies, while all other plots are sold in the reserve price. Qingdao has uneven popularity in the area. Two high -quality plots located in the CBD section in the North District of Shibei District have attracted 10 and 8 housing companies, triggering "melting", and transferred to offline quality links. , 1 plot flow. Beijing, which has increased from the first round of the premium rate, is also "coexisting with flowing and flowing." There are 4 plots touch the highest price, and finally 3 plots are sold, and one has entered a high -standard plan. There are still 3 plots of streaming, with a flow rate of 18%, an increase of 12 percentage points from the first round. The total land transaction amount of the above 11 cities was about 251.96 billion yuan, and Hangzhou still made its top spot. 45 houses involved in a total of 55.7 billion yuan. Although the concentrated supply decreased by 30 % from the first round of this year, it still accounts for 22 total transactions of 11 cities. %. It is worth mentioning that in Hangzhou, Chongqing, Hefei and Qingdao, private housing companies, especially local private enterprises, have a signal of recovery. Among them, Hangzhou's performance is outstanding. In addition to brand housing companies such as Binjiang and Greentown, small and medium -sized real estate companies such as Huajingchuan, Xingchuang, Huayuan, and other small and medium -sized real estate companies have also participated in two rounds of land. About 60 % of the land competed by local private enterprises.

(Chen Yuxia)

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