多家民营房企开始加码拿地，前4月有房企冲进了拿地榜前三

Core Insights - The article highlights the resurgence of private real estate companies in land acquisition, particularly in key cities, as the market stabilizes since 2025 [1][2][5] Group 1: Land Acquisition Trends - Panyu Real Estate, a private company, acquired a plot in Panyu District for a total price of 307 million yuan, with a premium rate of 19.48% and a floor price of approximately 19,900 yuan per square meter [1] - From January to April 2023, private companies accounted for 24% of the land acquisition amount in 22 key cities, while state-owned enterprises held 58% [2] - Notable acquisitions include Sichuan Yuanda Group in Chongqing for 1.342 billion yuan and a floor price of 10,400 yuan per square meter, and local firm Fangyuan Real Estate in Taizhou for 218 million yuan with a premium rate of 12.38% [2] Group 2: Performance of Key Players - Binhai Group has shown strong performance, acquiring two residential plots in Hangzhou for 7.741 billion yuan, setting a record floor price of 77,409 yuan per square meter with a premium rate of 69.86% [3][4] - The company has consistently broken floor price records in Hangzhou, with a notable acquisition in January at a price of 64,800 yuan per square meter [4] - Other companies like Deli Real Estate, a cross-industry player, successfully acquired a core plot in Ningbo for 1.422 billion yuan, demonstrating competitive strength against major firms [5] Group 3: Market Dynamics and Strategies - The current land acquisition approach of private companies differs from previous aggressive expansions, characterized by lower debt levels and better liquidity, allowing for more strategic land purchases [5] - Companies like Binhai Group and Bangtai Group are employing differentiated strategies, focusing on stable operations and targeted acquisitions in specific regions [4][5] - The overall trend indicates a cautious yet opportunistic approach among private real estate firms as the market stabilizes, with a focus on maintaining manageable risk levels [5]