Jinan soil is like heat and non -heat, and the market enters a period of sighting and watching

The first land auction of the Jinan property market regulation policy is not surprising, but the process is not surprising, but the process is wonderful.

On the morning of August 1st, the second batch of concentrated land supply in Jinan ended in the end of the year. All 18 residential and commercial land in the main urban area were sold for 6.917 billion yuan. It is worth mentioning that two of them have triggered competition from a group of development companies, which triggered the highest price and entered the "limited price competition construction quality and construction progress" link. "make a deal. This is the first time that Jinan has been sold for the first time since the highest price limit policy of soil shooting in August 2017. Does the sales of existing houses in popular plots mean opening the era of existing housing sales? Compared to the first batch of bland transactions, does the result of this transaction mean that the real estate market is heating up in the post -epidemic era?

Why are local companies singing the protagonist? Why are they rare brand companies?

On July 31, before the second batch of supply of land concentrated transactions, 18 listed land had 15 premiums in advance. Before officially traded at 9:30 am on August 1st, all plots had corporate offers. This means that the land listed this time will be sold.

From the perspective of registration and participating enterprises, local development enterprises and platform companies in the province are the most. Domestic brand companies are mainly China Resources Land registration, and CITIC and Taifu will cooperate with local platform companies to participate. The reason is that the brand enterprises are affected by national capital deployment and other cities that are concerned by major enterprises. Generally speaking, they focus on their respective main cities. "If the land reserves are insufficient, domestic enterprises will focus on their positions." Xu Chuanming, senior analyst of Shandong Hefu Research Institute.

Judging from the results of this transaction, the science and technology city area, color stone area, provincial cotton and linen company, Changqing East King City Zhongcun and Ping An Land, and Jinan High -tech Zone Land Land are mostly platform companies to win or jointly pick up land. The Land of the East and Shuitun Road of the Municipal Party Committee was delisted or won by local development enterprise Xindu Real Estate, Ruimar Group or alone. On the one hand, because multiple land platform companies have undertaken the role of familiarized investors, the business can form a closed loop after completing the land transfer; on the other hand, when the current property market is unwilling to intervene, the platform company It played the main force of urban development and construction.

Do you want to fight for "residential quality+construction progress"?

In 2021, Jinan's implementation of the "two episodes" policy of soil shooting. In the concentrated transfer announcement in November of that year, the highest price limit policy toolbox increased "the quality and progress of the construction of the construction of the land", that is, the listing residential land has reached the highest auction link to the highest bidding session. After the price limit, 9 items including the requirements of the commercial housing star -rated green building and the construction progress of the construction monomer are the item.

Compared with other 16 plots of starting prices, the Municipal Party School's East and Tang Ye A5 plot contracted all the highlights of the soil auction. The results show that the development project of Land -in -law must not only meet the requirements of commercial residential buildings to meet the requirements of three -star green buildings, but also complete the pre -sale license procedures after the building monomer is capped.

The Eastern plot ratio of the East Land of the Party School of the Municipal Party Committee is 1.4, the starting price is 281.99 million yuan, the starting floor price is 6607 yuan/square meter, and the maximum price limit is 324 million yuan. Before the start of the shooting, the eight companies registered expressed the "sincerity" of the plot, and in the quotation stage, the maximum price limit was 324 million yuan. It is the first time since Jinan has enabled the highest price method. At 10:15, the bidder with a number of 37379383 took the lead. The bidder 24522990 followed closely. The system showed that the former was one second earlier than the latter, which determined the ownership of the plot.

Around the Tangye A5 plot, it is a community such as Yinfeng Tang County and Dihua Hongfu, which has been delivered for many years. After the official start of the shooting, it was 65 rounds of the battle in nearly 90 minutes, triggering the highest price limit. Starting from 11 o'clock, the quality and progress of the construction of the last three bidders must not only fight for the network, but also the speed. At 11:39, although the system showed that the three bidders bid at the same second, the bidder 86113240 was ranked first in the bid, or due to the difference in milliseconds, the Tangye A5 plot fell into the bidder sac that Essence

What does it mean to reach three -star green building?

Healthy houses, high -quality houses, passive ultra -low energy consumption housing ... In recent years, under the dual factors of national policies and market competition, the commercial housing market has entered the quality era. So, what does the "commercial residential building meet the requirements of three -star green buildings" in the popular plot sold by the existing housing? In other words, what is a three -star green building?

According to the "Green Building Evaluation Standards" implemented in August 2019, green buildings refer to the period of life, saving resources, protecting the environment, reducing pollution, providing people with health, applicable and efficient use of space, maximizing the realization of realization, maximum realization of realization High -quality buildings in harmony between man and nature. In the "Shandong Province Green Building Evaluation Standard" released last year, five indicators of safety, health and comfort, convenient life, resource conservation, and environmental livability are used as the green building evaluation system, and it is divided into basic, one -star, two, two, two, two, and two Four levels of star and three -star. Among them, Samsung green buildings are full renovation. The quality of full renovation projects, selection of materials and product quality should comply with the relevant standards of the state and Shandong, and also conduct energy utilization efficiency inspections. Essence According to the corresponding standard score, the total score reaches 85 points, and six requirements such as construction energy efficiency, water -saving efficiency, sound insulation performance, indoor pollutant concentration control, and exterior winding air density performance are three -star green buildings. Based on this, this is the embodiment of Jinan's advocating green building construction in the soil auction session, guiding the development of enterprises to develop to green buildings in the future, and guiding buyers to cultivate the concept of consumption of green life.

Does the sales of existing houses in the land represent the change of sales model?

For a period of time, the sales of existing houses in commercial housing have continued. Under the current pre -sale model, the buyers must not only bear the risk of overdue the house delivery of the enterprise, but also once the corporate capital chain breaks, the project is easy to end. At this time, the house collection is hopeless, but also the burden of bank loan interest. And the two consecutive land residential blocks enter the market with the current housing. Will the market sales model turn?

In fact, in April 2017, the "most stringent property market regulation policy in history" issued by Jinan in April 2017, the premium rate of soil auction exceeded 150%. In the soil auction of Haiziwa and Da Shiyuan Village, Changqing District in May of that year, Poly Real Estate and a real estate company in Anhui were "eating crabs" with a premium rate of more than 150%. In June's Zhangqiu soil shooting, the scene of the existing house was staged again. However, after 2018, the land market in Jinan gradually cools down, and the results of the sales of existing houses in the soil auction are very rare. After all, the sales of existing housing have not become the mainstream.

Back to this soil auction, although the two plots one day will end with the sales of existing houses, it may not mean that the sales model has changed. Xu Chuanming believes that the sales of existing housing are measures introduced in the hot market to cool down. The purpose of reducing the turnover efficiency of funds and improving financial occupation costs, and achieving a rational assessment of land prices in developing enterprises. "The reason why a few plots appear to sell existing housing is the main conditions of the land itself, which leads to market pursuit. That is to say, it is mainly because of the good land and the market trend is not much correlated." He studied so.

Go left or right to the market?

After the property market regulation policy is moderately adjusted, the sales market is gradually recovering, and the second batch of residential plots are all sold. Popular plots and even existing housing are sold. So, will the Jinan market heated up?

Judging from the transactions of the Jinan market in June, the new commercial housing sales were sold for 21,000 units, with a transaction area of ​​1.7 million square meters, an increase of 67.5%month -on -month. Among them, there are 8,744 units, with a sales area of ​​1.166 million square meters. Starting from mid -May, especially after the policy is moderately adjusted, the residential transaction has increased significantly. In June, the average daily residential transaction was about 290 units (more than 280 sets of daily transactions of 280 units in 2021), and it has basically returned to normal transactions in previous years in previous years. Level. In July, the transaction decreased slightly. According to statistics from the online signing of the residential real estate information inquiry platform in Jinan City, from July 1st to 31st, the residential sales were sold for 6,763 units, with a daily average of 218 units and a sales area of ​​899,500 square meters. In

"Generally, it belongs to the off -season of the property market in July, which is usually slightly lower than in June. Last month, nearly 220 units were sold. The market has maintained a good momentum after the policy adjustment. The residential transaction volume of more than 42,000 units in the first 7 months. Another industry person believes that from the decline in the first quarter of this year to the current sexual vision, it is actually a portrayal of the changes in the Jinan market. The most difficult period in the market has passed. "The policy is relaxing, the market is recovering, and the property market is in a good direction. However, from the perspective of the environment, the stability of the property market cannot be separated from the stability of housing companies, which is critical to restore market confidence."

New Yellow River Client Reporter: Editor Luo Xiaofei: Sun Feifei

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