总计 91.33 亿元!上海 2024 年第三批次集中供地"价高者得" 今年上海第三批次集中供地交易活动于 7 月 9 日落下帷幕。 本批次供地延续了第二批次的模式,4 幅地块一次性出让,土地总面积为 15.29 万平方 米,与上一批相比基本持平;总出让金额达 91.33 亿元,平均溢价率为 8.44%。其中,杨浦 区平凉社区 02H1-01 地块和杨浦区长白社区 H2-17 地块分别以 21.18%和 17.12%的高溢 价率成交。 01 人物 RICS' 地块成交结果一览表 后发行日本語介 北京名称shill Bif完得人 (IZD)海价距至 158767 奉贤发展 奉贤区奉贤新城12单元02A-04A地块 普通商品房 0% 普通商品房,街巷, 311195 宝山区顾村大型居住社区BSP0-0103单元 招商蛇口& 0% 商业用地 中旅投资 0308-02、0314-05地块 杨浦区平凉社区02H1-01地块 普通商品房 220272 保利发展 21.18% 越秀& 杨浦区长白社区H2-17地块 普通商品房 223023 17.12% 北京城建 1 特点 1)取消最高限价 6 月 7 日,上海市土地交易市 ...

l A RICS 浏览器 开行 RDAN IRMEMI 2024 年 6 月上海土地招拍挂市场 整体概览 常态化供地市场依然低迷,集中供地于 7 月份再次开启 412.12 � 138.77 135.38 110.08 80.69 13.21 6.62 � � � � � � 78.69 66.91 63.52 59.75 43.65 (1.05) 9.15 (1.58) 23.92 23.03 24-01 24-02 24-03 24-04 24-05 24-06 23-12 ■ 经营性用地 (万平方米) ■ 工业用地 (万平方米) 6 月, 上海常态化供地市 场仍在低位徘徊。 由于当月缺 少集中供地交易, 全市招拍挂 市场土地出让金仅为 6.62 亿 元。 .11 月度成交量价走势 数据来源:城市资管服务云平台 01 截至 6 月底,上海土地招拍挂市场年内累计成交总价约 485 亿元。 第三批次集中供地于 6 月发布出让公告,包含四幅涉及居住用途的地块,已经于 7 月 9 日全 部顺利完成出让,成交总价为 91.33 亿元。 常态化供地 01 经营性用地市场再次回落,科研设计用地缺席 6 月,常态化供地市 ...

Investment Rating - The report indicates a cautious outlook on the Shanghai land auction market, with a focus on the ongoing low transaction volumes and prices in the normalized land supply market [1][4]. Core Insights - The normalized land supply market remains sluggish, with a notable concentration of land supply expected in July, as evidenced by the monthly transaction volume and price trends [1][4]. - As of the end of June, the cumulative transaction value in the Shanghai land auction market for the year is approximately 48.5 billion yuan, with the third batch of concentrated land supply successfully auctioned for a total of 9.133 billion yuan [2]. - The market for operational land has seen a decline, with a lack of research and design land, and the average transaction price for both operational and industrial land remains low [3][5]. Summary by Sections Overall Overview - The normalized land supply market continues to struggle, with a significant drop in transaction volumes and values, particularly in June, where the total land transfer revenue was only 6.62 million yuan [1][4]. Operational Land Market - In June, the operational land market saw the successful transaction of four commercial office plots, but the overall transaction volume did not reach the average level of the past year due to the small size of the plots [3][5]. - The average transaction price for operational land remains low, with all plots located outside the outer ring road, indicating a continued downward trend in unit prices [5][7]. Industrial Land Market - The industrial land market experienced an increase in transaction area, with nine plots sold, but the overall price remains low, limiting its supportive role in the normalized land supply market [4][6]. - The average unit price for industrial land continues to decline, albeit at a slower rate of approximately 1% [7].

本次电话会议服务于中泰证券正式签约客户为非公开交流活动未经中泰证券授权请勿对外传播本次会议的内容包括但不限于视频、音频、文字记录内容等信息感谢您的理解与配合 中泰证券对违反上述要求的行为保留追究法律责任的权利市场有风险投资需谨慎本会议信息仅供参考不代表任何投资建议本公司不对任何人因使用本会议中的信息所引致的任何损失负担任何责任好的各位投资人大家晚上好欢迎参加我们今晚的这个会议其实呢就是这个从517信任之后吧我们看 除北京之外的其他三个一线城市在五月底相继出台了一个地产的新政然后在这周北京也是终于在一线城市里面最后一个也是跟随出台了地产新政那么在这个新政之后的话在一个月的时间里面一线城市 到底这个房价还有成交量属于什么样的走势相信大家也非常关心所以今天呢我们也是这个非常荣幸邀请到这个冰山指数的创始人李老师来跟我们一起这个一块分享一下他对于这个一线城市房价成交量的一些这个观点和数据那下面的话我就先把时间交给李老师这边让他介绍一下之后的话我们一会就有交流提问的环节李老师啊好的谢谢一副总大家好我是那个冰山指数的李彦国然后 来给大家分享一下517之后这个市场的一些表现首先我们先看一下全国情况吧就是全国来看的话就是517 ...

市场监测 | 上海存量住宅整租市场(2024 年 6 月) 城市测量师行定期提供整租市场的住宅租赁数据信息,为政府、企业、消费者提供及时客观的住宅租 赁数据信息,欢迎持续关注! ( A RICS ) 01 整租市场运行情况 ● 挂牌量仍处高位 2024 年 5 月全市存量住宅 整租房源挂牌量达到 5.6 万套, 为近一年第二高位。 70000 60000 50000 挂牌价格方面,受到房产 市场逐步回暖等影响,租赁挂 牌量环比微涨,其中 60 平方米 以下的小户型占比增多,全市 挂牌均价维持在 7900 元/月左 40000 30000 20000 10000 0 近一年上海住宅物业租赁挂牌情况 ■→挂牌均价 ■ 挂牌显 元/月 10,000 8,000 6,000 4,000 2,000 23-5 23-7 23-9 23-11 24-1 24-3 24-5 数据来源:城市资管服务云平台 有。 ● 租赁需求逐步回升,整体成 交均价企稳 5 月临近毕业季,租赁需求 逐步回升,叠加中下旬房产新 政推动、部分房源由租转售 , 租客担忧未来房源选择受限, 加快成交节奏,租房成交量环 比有 12%的上涨。 有 200 ...

市场监测 | 上海租赁住房市场(2024 年 5 月) 城市测量师行定期监测上海集中式租赁住房市场,包括市场化运营的长租公寓以及政策性的保障性租赁 住房、公共租赁住房,帮助大家了解租赁住房市场行情,欢迎持续关注~ 01 租赁住房市场运行情况 据上海市房屋管理局网站公示信息(截至 2024 年 5 月 31 日)显示,2024 年 1 月 1 日至 5 月 31 日全市共有 12 个纯租赁住房项目获发交付许可证,分布在浦东新区、闵行区、黄浦区、 销 徐汇区及松江区 6 个行政区内。 陀区、 | 发证日期 | 项目名# | 开发而在教 | 证号 | 区部 | |------------|-------------------------|----------------------------------------------------------------|-------------------------------------------|----------| | 2024年1月 | 临客公室 娄临尺 | 上海海升环盛房地产开发有限公司 | 沪(首陀)交付许(2024)筹001号 | 醬吃区 | | ...

本次电话会议仅服于新业证券客户会议音频及文字记录的内容版权为新业证券所有内容必须经新业证券审核后方可留存未经允许和授权转载转发此次会议内容均属侵权新业证券将保留追究其法律责任的权利电话会议所有参会人员不得泄露内幕信息以及未公开重要信息 涉及外部嘉宾发言的商业证券不保障其发言内容的准确性与完整性商业证券不承担外部嘉宾发言内容所引起的任何损失及责任不承担因转载转发引起的任何损失及责任市场有风险投资需谨慎提醒投资者注意投资风险审慎参考会议内容 各位投资者大家晚上好感谢各位投资者今天晚上参加我们的这个新能源新电力的第33期关于城市燃气的一个深度报告那么我们呢其实在今年一直在储备和准备这个推荐燃气板块那么也是看到他的这个商业模式其实跟我们讲的这种稳定现金流类的内在资产特别像 因为第一个他的这个调价的一个机制相对市场化一些基本上啊工商业的这一块的一个调整基本上是每年一条这是第一个点第二个呢就是说我们团队其实对于天气的一个研究已经是非常多年非常多年的一个这个这个研究啊那么从20呃应该是从2018年开始就一直在研究这个国内的这个燃气的一个市场化那么 从最开始我们认为是这个这个必须有具备这种成染具具备有这个上游气源端的一个优势 ...

Investment Rating - The report does not explicitly provide an investment rating for the Shanghai commercial property market Core Insights - In May, the total new supply of commercial properties in Shanghai increased to 80,300 square meters, representing a month-on-month growth of 99% [2] - The commercial property supply was concentrated in five districts, with significant contributions from Pudong New District and Qingpu District, which accounted for 19,400 square meters and 12,500 square meters respectively [2] - The overall transaction volume for commercial properties in May was 117,300 square meters, showing a month-on-month increase of 13% [4] - The transaction volume for office properties, however, decreased by 24% month-on-month, totaling 34,500 square meters [4] Supply Summary - New commercial property supply in May was distributed across five administrative districts, with a total supply area of 40,600 square meters, marking a month-on-month increase of 184% [2] - Office property supply remained stable with two districts contributing a total area of 39,700 square meters, which is 52% higher than the average supply over the past six months [2][3] Transaction Summary - The commercial property market showed a steady upward trend, with commercial property transactions reaching 82,800 square meters and 482 units sold in May [4] - Office property transactions saw a significant decline, with only 67 units sold, representing a 74% decrease in transaction volume [4] - The most active districts for office transactions included Xuhui District, which accounted for 64% of the total office transaction area [4] Popular Projects - The report lists the top commercial projects based on transaction activity over the past three months, with Dazhong Financial Building leading at 3,473 square meters [8] - The second and third positions were held by Shimei Building and Caifu International Plaza, with transaction areas of 3,138 square meters and 3,657 square meters respectively [8] Secondary Market Performance - The secondary office market in Shanghai remained stable with a transaction volume of approximately 54,500 square meters, while the central area saw a reduction in transaction volume by 16 percentage points [7] - The outer districts, particularly Qingpu and Songjiang, experienced significant growth, with transaction volumes increasing by over 130% [7][10] Secondary Commercial Market - The secondary commercial market saw a slight increase in transaction volume to approximately 32,400 square meters, slightly above the average for the past year [9] - Outer districts outperformed central areas, with Pudong New District and Jinshan District leading in transaction volumes [10]

New Residential Market - The supply and demand for new residential properties in Shanghai have been declining, with 22 new projects launched in May 2024, a decrease of 4 from the previous month [2] - The cumulative supply-demand ratio for the new residential market reached 1.34 by the end of May 2024, with the new inventory area rising to 2.5 million square meters [2] - The "Hujiu Tiao" policy introduced on May 27, 2024, which includes lowering down payment requirements and optimizing purchase qualifications, is expected to positively impact the new residential sales market [2] New Residential Transaction Structure - The transaction share of properties below 120 square meters increased by 5%, while the share of properties above 180 square meters decreased to 12% [3] - The transaction share of properties priced between 3-5 million RMB and above 10 million RMB increased by 2%, while the share of properties priced between 2-3 million RMB decreased by 4% [3] Secondary Residential Market - In May 2024, Shanghai's secondary residential market recorded 16,955 transactions, with an average transaction price of 38,285 RMB per square meter, a slight decrease of 1% month-on-month [5] - The daily transaction volume in the last three days of May 2024 exceeded 800 units, driving a 5% month-on-month increase in secondary residential transactions [5] - The new policy significantly boosted transaction sentiment, particularly among first-time homebuyers, with shorter transaction cycles for low-priced small units observed from late May to mid-June 2024 [5] Secondary Residential Transaction Structure - The transaction share of properties below 70 square meters and between 90-120 square meters has been increasing for several months [6] - The transaction share of properties priced below 2 million RMB has also increased [6] Regional Performance in Secondary Market - Transactions in central areas such as Huangpu, Luwan, and Xuhui increased by 10%-50% month-on-month, while transactions in Jing'an District decreased significantly [8] - Emerging areas like Fengxian, Chongming, and Nanhui showed more active transaction activity [8] Top Performing Secondary Market Sectors - The top 10 sectors with the highest month-on-month transaction growth in May 2024 included 6 sectors within the Middle Ring Road and 4 sectors outside the Outer Ring Road [9][10] - Changshou sector in Putuo District ranked first with a 72% month-on-month transaction growth, benefiting from its superior location and diverse property types [10] - Huangpu District had two sectors in the top 10, Huangpu Riverside and Laoximen, with the former being a key urban renewal area and the latter having a strong residential atmosphere [11] Active Secondary Market Communities - The average total price per unit in the top 100 secondary residential communities increased to 2.85 million RMB per unit [12] - Among the top 10 communities, 3 were located within the Middle Ring Road and 7 were outside the Outer Ring Road [12] - Haifang Village in Jing'an District, which is associated with a prestigious school, saw a significant rise in rankings despite its high average price of 5 million RMB per unit [13]

| L A RICS 澳门 irdan JIRMEMOIR 2024 年 5 月上海土地招拍挂市场 整体概览 第二批次集中供地成交总价接近 100 亿元 常态化供地市场成交面积降至低位 .11 月度成交量价走势 412.12 � 138.77 135.38 110.08 80.69 24.97 13.21 � � � � � � 78.69 66.91 63.52 59.75 56.17 (1.05) 23.03 8.16 23-12 24-02 24-04 23-11 24-03 24-05 24-01 ■ 经营性用地 (万平方米) ■ 工业用地 (万平方米) 数据来源:城市资管服务云平台 5 月, 上海 2024 年第二 批次集中供应的 4 幅宅地成 功出让,成交总价接近100亿 元。 常态化供地市场表现平 淡,总成交面积下滑至 33.4 万平方米,成交总价约 10 亿 元,低于今年平均水平。 截至 5 月底,上海土地招拍挂市场年内累计成交总价约 478 亿元。 集中供地 第二批次 4 幅地块一次性出让,3 幅溢价成交 5 月,上海 2024 年第二批 次集中供地计划出让 4 幅居住 用地。与以往分轮次进 ...