Guangzhou's two batch of soil shots "hard dishes" quoted 54 rounds of competition. It was expected to be uncompromising. The whole scene was 20 %.

Photo by Liang Baoxin, a Guangzhou property market

China Times (chinatimes.net.cn) reporter Li Beibei, a reporter Liang Baoxin Shenzhen report

The soil auction is the vane of the property market.

On July 18, Guangzhou ushered in the second round of concentrated soil shots in 2022. The results of the auctions showed that the 14 were successfully transferred in the 14th homeland and 3 streams, with a total of 20.956 billion yuan, and the flow shooting rate was about 21%.

Among them, the Tianhe Yantang plot was contended by 7 real estate companies, with a total of 54 rounds, and finally touched the price limit of 15%. It entered the lottery program. As a result, it will be announced on July 21. It is worth noting that this is the first time the landing plot was born after Guangzhou's concentrated land supply in 2021.

In this regard, Li Yujia, chief researcher of the Housing Policy Center of the Guangdong Provincial Urban Rules Institute, told the reporter of Huaxia Times on July 18, "The hot and mature areas are still the main choice of land, and other areas can avoid it. The main reason is that the developer's funding chain is relatively tight and the risk of corporate risks has not yet been cleared. The land from state -owned enterprises is also worried that the market expectations are fading. In addition, the market recovery foundation is not solid. situation."

The smallest soil shot in the past five rounds

The second round of soil auction in Guangzhou was hung a total of 14 plots, involving Tianhe, Haizhu, Liwan, Huangpu and other areas. The total area of ​​the planned building was 1.4658 million square meters, and the total price was about 25.3 billion yuan. And this is the smallest in the nearly five rounds of soil shots in Guangzhou.

Compared with Guangzhou's first round of soil shooting 34.1 billion yuan, this soil auction decreased by about 13.1 billion yuan.

From the perspective of transfer, the cold and cold in all areas are uneven. Popular areas such as Haizhu, Liwan, and Tianhe have been favored by housing companies. According to data from the Ministry of Research and Development of Guangzhou Central Plains, there are 4 premium transactions in Guangzhou's soil auction, all of which are concentrated in Haizhu, Liwan and Tianhe District.

But one thing to pay attention to is that not only the cold and cold between regions, but also differentiated within the area. In this round of soil shooting, two plots were transferred in Tianhe District, but the fate was completely opposite.

It is understood that it is the Tianhe Yantang plot that needs to be shaken. It won a total of 7 real estate companies "robbing". After 54 rounds of bidding, the upper limit of the land price was 8.119 billion yuan, the premium rate was 15%, and the floor price was 50,800 yuan/square meter. Announced on the 21st. It is worth noting that the housing company Jiada, a housing company involved in the "Tianhe District Yantang Lot 3", is the only private enterprise in this round of soil auction.

The plot is located in the middle and western Tianhe, Baiyun Mountain in the west, and near the Huancheng Expressway on the south. It is about 500 meters away from Meiyuanyuan Station of Line 3. Five stations can reach the Pearl River New City.

According to Li Yujia, "the geographical location is superior and mature, and the surrounding projects have proven that the sales side must be popular, and the premium income is strong."

On the contrary, another plot located on the south side of Yuxin Street, located in Tianhe District, encountered streaming.

The plot is close to Tianhe Smart City, there are stubborn mountain forest parks in the surrounding area. It is about 2.5 kilometers from the nearest subway station, and there are a large number of handshake buildings and self -built houses nearby.

In this regard, some people in the industry said that the flow of the Yuxinnan Street land has a lot to do with the environment around the plot.

Li Yujia also has the same point of view. He believes that at the south side of Yuxin Street on the "Universe Center" Tianhe, due to the average supporting facilities, (housing companies) are worried that the market is not welcome, it will be shot tragicly.

In addition, Li Yujia also pointed out that when the market recovery is not solid, and risk events such as thunder are still impacting expectations, (housing companies) have conservative ideas and determination of sexual ideas.

The government makes it obvious

Compared with the past, the concentrated supply of land supply has been adjusted in the auction rules. Most of the plots have been changed from "limited land price+competition self -holding+lottery" to "limited land price+lottery number".

In other words, when the local block bidding for Dafeng's top price, it will directly enter the lottery link and no longer perform the "competition" link.

The so -called competition is the area of ​​commercial housing possessing by developers. This part of the assets belong to the enterprises in Gan. The self -holding part shall not be transferred or sold, and can only be rented out.

Regarding the adjustment of soil auction rules, some people in the industry pointed out that it is to reduce the cost of housing companies and give up the benefits of housing companies, thereby enhancing the enthusiasm of housing companies to participate in land.

In addition, the government's land supply ideas also show the characteristics of the profit.

Li Yujia pointed out that the government's land supply ideas still insist on, reduce supply, optimize the regional area, reduce the disturbance of market emotions, take out high -quality plots, attract developers and give the market for profit. , Gradually return the land market to normal situation.

"But from the results of the land shooting, although the government's ideas have been reached, the market's sluggish situation cannot be ignored." Li Yujia said.

It is understood that 6 of the land prices, 4 premium transactions, and 1 top of the transaction land entered the lottery link. In addition, there are still three ground streaming, with a flow rate of 21%.

And this is mainly concerned about the supply of real estate companies.

In this regard, Li Yujia believes that the main reason is that the first is that the supply -side risk incident is still outbreak, and the developer's operating ideas are still defending cash flow. Second, the financing side has not improved. In the first half of the year, various data were improved from the previous month, and the decline in bank loans in the place of funds continued to expand; third, the momentum of the sales end of the sales end was not solid.

It is worth noting that, in addition to the increasing momentum of the sales side, Li Yujia also pointed out that the sales end of the sales end did not transmit to the land.According to Central Plains data, from January to June 2022, there were 39,618 new houses in Guangzhou. Although below the same period of 2019 and 2021, it still ranked third in the past 5 years.

Picture source: Guangzhou Central Plains Development Research Department

In addition, the monthly transaction showed a overall recovery trend. In June, Guangzhou Xinfang.com signed 7,776, an increase of 26%month -on -month, and an increase of 10%over the same period last year.

Picture source: Guangzhou Central Plains Development Research Department

Li Yujia predicts that the situation of "hot sales and cold supply" will be maintained for a while.

"In the next step, the risk of private enterprise developers has begun to resolve it properly in the next step in the rise of the commercial housing market, and the normalization of banks such as banks such as banks and other companies can completely recover." Li Yujia pointed out.

Editor -in -chief: Zhang Bei Editor: Zhang Yuning

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