满足“好房子”需求 广州、深圳频推低密度地块

Core Insights - The land markets in Guangzhou and Shenzhen are adapting to the demand for "good houses" by offering low-density, high-quality land parcels [1][2][6] - Recent land sales in both cities have shown a significant reduction in plot ratios, aligning with the government's guidelines for residential quality [2][3][7] Land Market Trends - Shenzhen recently sold a residential plot in Longhua District with a land area of 21,900 square meters and a starting price of 1.906 billion yuan, which was acquired by Shenye Group at the base price [1] - Guangzhou's Baiyun District also successfully sold a plot for 1.137 billion yuan, with a minimum plot ratio of 1.7, indicating a shift towards lower-density developments [1][4] - The trend of lower plot ratios is evident, with many recent land sales in both cities featuring ratios below 3.0, contrasting with previous higher ratios [3][4] Government Guidelines and Market Response - The Ministry of Housing and Urban-Rural Development has emphasized the need for residential buildings to have a minimum height of 3 meters and to meet various quality demands [2] - The reduction in plot ratios is intended to enhance living comfort and attract more real estate companies to participate in land auctions [2][6] Market Dynamics - The high demand for low-density plots has led to competitive bidding, with significant premium rates observed in recent transactions [3][6] - Developers are increasingly focusing on quality over quantity, with a shift towards creating benchmark projects in desirable locations [6][7] - The trend of low-density land becoming mainstream is also reflected in other major cities like Shanghai, Chengdu, and Hangzhou, where similar plot ratios are being adopted [6]