江苏，新纪录！多城土拍市场热度不减

Core Insights - The land market in key cities remains active, with significant bidding activity observed in Suzhou and Hangzhou, indicating a recovery in market confidence and a shift in investment strategies among real estate companies [1][2][3] Group 1: Suzhou Land Market - On July 23, Suzhou auctioned two land parcels totaling 107,500 square meters with a starting price of 4.964 billion yuan, where the winning bid for one parcel reached 4.667 billion yuan, setting a new record for floor price in Jiangsu province at 65,241.78 yuan per square meter, with a premium rate of 8.74% [1] - The overall land market in Suzhou is characterized by a coexistence of rationality and heat, with a trend towards "core high heat and peripheral pressure" as quality residential land supply shrinks [1] - Major state-owned and central enterprises dominate land acquisition, while private enterprises focus on supplementing land reserves in key areas [1] Group 2: Hangzhou Land Market - On July 22, Hangzhou sold two residential land parcels with a starting total price of 1.523 billion yuan, ultimately fetching 1.898 billion yuan, reflecting an average premium rate of 24.6% [2] - The increase in land auction premium rates in key cities is attributed to market recovery driven by policy adjustments and improved confidence in the new housing market [2] - The trend towards smaller, centrally located land parcels with strong profit certainty is noted, as developers seek to expedite development and sales [2] Group 3: General Market Trends - Real estate companies are currently prioritizing project safety and profit certainty, with core land parcels in major cities expected to continue attracting high premium bids due to their scarcity [3] - The "reduction in quantity and improvement in quality" model for land supply is anticipated to persist, with core land in major cities maintaining high premium transactions, while third and fourth-tier cities primarily see base price transactions [3]