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7月土地平均溢价率大幅回 下半年更多优质地块入市
Zheng Quan Shi Bao·2025-07-31 00:22

Group 1 - Recent land prices in cities like Shenzhen, Shanghai, and Suzhou have reached new records, with Shanghai's Xuhui Hengfu plot hitting a record of 200,000 yuan/square meter, the highest in the country [1][2] - The land supply in July 2025 was 61.81 million square meters, an 18% increase month-on-month but a 17% decrease year-on-year, indicating a trend of reduced supply [1] - The average land price this month was 3,147 yuan/square meter, reflecting a 17% year-on-year increase, with significant price hikes in first-tier cities [2] Group 2 - The transaction volume of operating land reached 41.94 million square meters, a 15% year-on-year decline, with a total transaction value of 132 billion yuan, remaining stable compared to the previous year [2] - The average premium rate for land transactions in July was 9.9%, the highest since the second quarter, with first-tier cities seeing a significant increase to 25.7% [2] - The land auction failure rate was 9%, remaining at a low level, with cities like Wuhan, Jinan, and Xi'an experiencing unsuccessful sales due to uncertain future sales prospects [3] Group 3 - The research center anticipates more high-quality residential land to be available as urbanization progresses, driven by urban renewal and land storage efforts [3] - The integration of population, industry, urbanization, and transportation is expected to enhance demand and optimize urban space structure, providing more high-quality land supply for the real estate market [3] - The second half of 2025 is expected to release more stable signals in the land market, particularly in core cities with significant incoming populations and high economic development levels [3]