专项债助力土地收储提速 进一步稳定购房预期

Group 1 - The "stabilizing real estate market" policies have led to a significant increase in local land acquisition, with April's planned land acquisition reaching 7,198 hectares and involving an amount of 173 billion yuan, surpassing the total from the first quarter [1] - The theoretical construction area of the planned residential land acquisition has exceeded 130 million square meters, which is more than half of the estimated new home sales for the first four months [1] - The land acquisition strategy aims to adjust the land supply structure, alleviating potential inventory pressure in the market and optimizing the supply structure of the real estate market [1] Group 2 - The current round of residential land acquisition is primarily focused on third- and fourth-tier cities, with planned acquisition areas reaching 5,437 hectares, accounting for over 80% of the total, and corresponding amounts of 165.9 billion yuan, making up 74% [2] - Special bonds have been issued in provinces like Guangdong, Sichuan, and Hunan for land acquisition, totaling over 40 billion yuan, with Hunan's first batch of special bonds for 2025 including 9.415 billion yuan specifically for land reserves [2] - The support from special bonds for land acquisition is expected to optimize the real estate inventory market and signal positive developments, emphasizing the need for improved efficiency in the allocation of special bond funds [2]