Group 1 - The land market in major cities has seen high prices and premium rates since July, with notable transactions in Shanghai setting new records [1][2] - In Shanghai, the XH-02(TPL) plot was sold for 1.225 billion yuan with a premium rate of 22.38%, while the hk315-11 plot sold for 126,577 yuan per square meter with a premium rate of 46.33% [1] - Analysts suggest that the high premium transactions in Shanghai indicate strong interest from capable developers in the land market, particularly for unique and scarce locations [1][3] Group 2 - Other cities like Chengdu, Suzhou, and Hangzhou are also experiencing high competition for quality land, with Chengdu's recent residential land sales achieving a premium rate of 29.05% [2] - In Suzhou, a core area plot was sold for 4.667 billion yuan, setting a new record for land prices in Jiangsu province [2] - The land market is expected to show a trend of "core high heat, peripheral pressure," with developers focusing on high-end and scarce resources [2][3] Group 3 - The first half of the year saw significant growth in land sales, with a 49.5% increase in land transfer fees in first-tier cities and an 18.3% increase in transaction area in second-tier cities [3] - The trend of "reducing quantity while improving quality" in land supply is expected to continue, with core plots in cities like Beijing, Shanghai, and Chengdu maintaining high premium transactions [3] - In contrast, third and fourth-tier cities are likely to see more bottom-price transactions, with some cities adjusting supply structures to attract investment [3]
多地优质宅地溢价成交 土地市场热度延续