金山，不给刚需机会！

Core Insights - The recent supply situation in Jinshan has gained significant attention, with many projects now entering the final stages of development after a period of low supply [1] - A total of 12 commercial land parcels have been made available, covering an area of 469 acres, following a sudden increase in supply last year [1] Group 1: Project Details - The majority of land parcels have been acquired by local state-owned enterprises, with Jianzhong and Zuohai being the main players [3] - Jianzhong secured 6 parcels covering 221 acres, while Zuohai acquired 4 parcels totaling 132 acres [4] - The projects are primarily located on the north and south sides of Jinshan, with the northern area around Tianxiang and the southern area around Gaozhai [4] Group 2: Pricing and Product Segmentation - The floor prices for various projects range from 10,490 to 16,909, with the highest being for the Jinshan Wenqi Pavilion at 16,909, reflecting a premium of 23% [15][18] - The projects are predominantly positioned as improvement products, with a significant portion targeting mid-to-high-end buyers [26][29] - The expected average unit sizes for various projects range from 89 to 222 square meters, with a notable focus on larger units [11][13][19] Group 3: Market Dynamics - The total expected supply in Jinshan is projected to exceed 4,500 units, with approximately 90% classified as improvement products [29][28] - Current inventory includes older projects like Chengshi Zhiyang and Luli Yunzhu, with limited options for first-time buyers [30] - The pricing landscape is described as chaotic, with new projects expected to list at prices above 30,000, particularly for those with desirable features like school district access and river views [31][32]