2024年百强房企拿地数据出炉

Core Viewpoint - The article highlights the ongoing optimization of land auction policies across various regions in 2024, leading to increased land auction activity in core cities [1][9]. Land Auction Policy Optimization - The land auction rules have been adjusted, including the removal of price ceilings in key areas such as Beijing and Shenzhen, and changes in project calculation methods in cities like Qingdao and Hefei [1][2]. - Relaxation of product design restrictions aims to promote high-quality housing supply, with cities like Shanghai and Shenzhen easing regulations on residential space [2][3]. Land Auction Activity - Major cities such as Beijing, Shanghai, Shenzhen, and Hangzhou remain key areas for real estate companies, with significant participation from firms in Guangzhou, Chengdu, and Hefei [2][3]. - Data from the China Index Academy indicates that in 2024, the premium ratio for land transactions in these cities is over 30%, with Hangzhou and Shenzhen exceeding 60% [2][3]. Recent Auction Results - In October and November 2024, land auction premiums in core cities continued to rise, with notable premiums such as 77% in Hangzhou and 40.4% in Shanghai [3][4]. - Record land sale prices were achieved in Beijing and Shenzhen, with total transaction values reaching 153.3 billion yuan and 185.1 billion yuan respectively [3][4]. Market Outlook - The land auction market is expected to remain active in hotspot cities, although overall recovery in the land auction market is contingent on improvements in the sales market [4][9]. - The top 100 real estate companies' land acquisition totaled 928 billion yuan in 2024, reflecting a year-on-year decline of 29.7%, but the rate of decline has narrowed [9][10].