成都上半年土地收入同比劲增100%

Core Viewpoint - Chengdu's land auction market has set new records in 2023, with significant increases in land prices and total revenue from land sales compared to the previous year [1][2]. Group 1: Market Performance - Chengdu's land market generated approximately 44 billion yuan in the first half of 2023, more than doubling the 21.1 billion yuan from the same period in 2024 [1][2]. - On June 30, 2023, a residential land parcel in the Jin Niu District was sold for a floor price of 20,200 yuan per square meter, marking a 23.9% premium and setting a new high for the area [1]. - The highest recorded floor prices in Chengdu were achieved in March 2023, with a plot in the High-tech Zone sold for 31,700 yuan per square meter and another in the Jin Jiang District for 41,200 yuan per square meter, reflecting significant price increases [1]. Group 2: Investment Trends - Major state-owned enterprises are focusing their investments on the "5+2" regions (central urban areas and high-tech zones), leading to intense competition for high-premium land parcels [2]. - The number of residential land parcels sold in Chengdu reached nearly 60 in the first half of 2025, with a total revenue of about 44 billion yuan, indicating a strong demand for land [2]. - The participation of private enterprises in land acquisitions has increased, with 12 out of the top 30 land-acquiring companies being private, up from 5 in 2024, and their share of total land acquisition value rising from approximately 15% to 25% [2]. Group 3: Supply Dynamics - The trend of "quality over quantity" in land supply has become evident, with residential land supply shrinking by 15% to 20% annually over the past four years [3]. - The planned supply of residential land for 2025 is expected to decrease by 13.6% compared to the previous year, with a further reduction in the supply proportion from the "5+2" regions [3].