中海23.7补仓深圳龙华

Core Insights - The successful land auction in Longhua District, Shenzhen, reflects intense competition among developers for high-quality land, driven by a low inventory cycle of only 7.6 months as of June [1][3] - The A802-0309 plot, which was previously designated for commercial use, was converted to residential use, highlighting a trend towards enhancing residential quality in Shenzhen's real estate market [2][3] Land Auction Details - The A802-0309 plot was sold for 2.37 billion yuan, with a floor price of approximately 38,975 yuan per square meter, representing a premium of 40.74% over the starting price [1] - The plot covers an area of 21,820.58 square meters, with a total construction area of 61,090 square meters, including residential, commercial, and childcare facilities [1] Market Trends - The recent land auction results indicate a shift towards lower density, high-quality residential developments, aligning with government policies aimed at improving living standards [2][3] - In the first half of 2025, new home transactions in Shenzhen reached 30,245 units, a year-on-year increase of 75.1%, with residential sales specifically rising by 44.9% [2] Regional Performance - Longhua, along with Bao'an and Longgang, ranks as a top area for new residential supply and sales, with notable projects achieving high sales rates [2][3] - The average new home price in the Longhua area was approximately 63,848 yuan per square meter as of June, indicating strong market demand [3]