上半年成都土地出让金同比翻番 民企拿地积极性走高

Core Viewpoint - The real estate market in Chengdu is experiencing significant growth, with a notable increase in land prices and transaction volumes, driven by both supply and demand dynamics, as well as the active participation of private enterprises in suburban areas [2][3][5]. Group 1: Land Market Performance - A residential land parcel in Chengdu's Jinniu District was sold for a floor price of 20,200 yuan per square meter, marking a 23.9% premium and the first time land prices in the district exceeded 20,000 yuan per square meter [2]. - In the first half of 2025, Chengdu's land market saw a total of 56 residential land transactions, generating a total revenue of 42.39 billion yuan, which is over a 100% increase year-on-year [3]. - The average floor price for land in the first quarter reached a record high of 41,200 yuan per square meter, with a notable transaction in the Jinjiang District at 35,500 yuan per square meter and a premium rate of 76% [3]. Group 2: Real Estate Sales and Supply - The total transaction area for residential properties in Chengdu reached 6.534 million square meters in the first half of 2025, reflecting a year-on-year increase of 7.7%, with a supply area of 5.165 million square meters, indicating a balanced supply-demand structure [3]. - The top 30 real estate companies in Chengdu achieved a combined sales revenue of 99.38 billion yuan, with major players like China Railway Construction Real Estate, China Resources Land, and Poly Developments each surpassing 7 billion yuan in sales [3]. Group 3: Private Enterprises' Market Strategy - Private enterprises have become a significant force in Chengdu's land market, with their numbers in the top 30 real estate companies increasing from 6 in 2023 to 8 in 2025, showcasing their active participation in suburban land acquisitions [5]. - Companies like Jiahe Xing Real Estate and Xingtang Real Estate have successfully acquired multiple land parcels in suburban areas, demonstrating a strategic shift towards more manageable land costs and potential long-term returns due to urban expansion [5][6]. - The competitive landscape is shifting, with private enterprises leveraging lower capital costs and innovative strategies to operate effectively in a low-profit environment, while also benefiting from supportive policies aimed at upgrading housing products [6].