多地优化住房用地供应 助推房地产市场供需平衡
Zheng Quan Ri Bao·2025-05-12 17:26

Core Insights - Recent housing development plans from cities like Beijing and Qingdao for 2025 emphasize optimizing housing land supply based on market demand, indicating a shift in the real estate landscape [1][2][3] Housing Land Supply Strategy - The principle of "supply based on demand" is being adopted to adjust land supply structures, aiming to better match housing supply with market needs and avoid significant price fluctuations [2][3] - Beijing's plan includes a target of 240-300 hectares for commercial housing land and 475 hectares for affordable housing [2] - The Ministry of Housing and Urban-Rural Development has mandated a scientific approach to land supply, considering factors like population changes and industrial layout [2] Regional Implementation - Qingdao's housing plan for 2025 aims to supply 227 hectares of residential land, following the principle of "housing determines land" and "supply based on demand" [3] - Guangzhou's plan also emphasizes maintaining stable total housing land supply while optimizing the timing and structure of land supply [3] Focus on High-Demand Areas - Beijing's plan prioritizes development around transit stations to enhance land utilization and reduce commuting costs, thereby promoting a balance between living and working spaces [4] - The strategy includes improving the quality of affordable housing supply and aligning it with high-demand areas [4] Market Response and Trends - The optimization of housing land supply is crucial for stabilizing the land market and the real estate sector, helping to prevent oversupply or undersupply situations [5] - Data indicates a significant decrease in pre-supplied land area and building volume in early 2025, with a 47% drop in total building area year-on-year [5] - The land market is showing signs of recovery, driven by the release of high-quality land parcels in core urban areas, which has increased developer interest [5]