宝中宅地重新挂牌！深圳宅地供应放量加速

Core Viewpoint - Shenzhen's land supply has significantly increased in the second half of the year, with notable transactions indicating strong developer interest in prime locations [1][2]. Group 1: Land Supply and Transactions - On July 16, Shenzhen Trading Group listed a residential land parcel in Bao'an District with an area of 42,521.94 square meters and a starting price of 6.49 billion yuan, scheduled for auction on August 15 [1]. - The land parcel is a re-listed site that was previously withdrawn due to lack of bidders, now adjusted for residential ratio and reclassified [1]. - On July 14, China Merchants Shekou acquired a residential land parcel in Qianhai for 2.155 billion yuan, with a floor price of approximately 84,000 yuan per square meter and a premium rate of 86.1%, setting a new record for land prices in Shenzhen [1][2]. Group 2: Market Trends and Developer Strategies - Experts suggest that despite high land prices, the small size and lower total cost of the Qianhai parcel align with developers' current focus on quick development and sales to mitigate market volatility [2]. - The demand for high-end improvement products in Shenzhen remains strong, with supply lagging behind cities like Shanghai and Hangzhou [2]. - The land market in Shenzhen is expected to continue showcasing highlights in the second half of the year, with an increase in "commercial-to-residential" land and low-density residential land that meets new housing standards [2]. Group 3: Overall Market Insights - According to the China Index Academy, the total land transfer revenue from residential land in 300 cities increased by 27.5% year-on-year in the first half of the year, despite a 5.5% decrease in transaction area [3]. - Major cities like Beijing, Shanghai, and Hangzhou saw land transfer revenues exceeding 40% growth, with the top 20 cities accounting for 68% of the national total [3]. - The trend of high premium transactions in core cities is expected to continue, while third and fourth-tier cities may see more bottom-price transactions [3].