北京供地新策 北京发布2025年第六轮供地计划!太阳宫，呼家楼上架

Core Insights - The sixth round of land supply in Beijing focuses on five plots, with a total area of approximately 13 hectares and a planned construction scale of 240,000 square meters, emphasizing the strategy of "precise replenishment in core areas and deep empowerment around transit stations" [2][40][39] Group 1: Land Supply Overview - The supply includes two plots in Chaoyang District, two in Haidian District, and one in Mentougou District, highlighting a trend towards "core area scarcity premium and differentiated competition in suburban areas" [36][40] - The planned construction scale for this round is significantly lower than previous rounds, with only 240,000 square meters compared to 720,000 square meters in the fifth round [46][48] Group 2: Specific Plots Analysis - The Sun Palace New District D plot is the only new residential land in the area in the past decade, with a planned construction area of 50,400 square meters, and a residential ratio exceeding 85% [9][41] - The Hujiayuan South plot is a compact asset in the CBD core area, with a planned construction area of 7,600 square meters, expected to attract high-net-worth individuals due to its prime location [16][17] - The four plots in Haidian District are positioned to attract technology elites and improving families, with residential prices in the surrounding area reaching 100,000 to 120,000 yuan per square meter [21][36] Group 3: Market Implications - The high scarcity of core plots is expected to lead to intense competition among developers, with the Sun Palace plot potentially achieving high premium rates similar to previous high-value projects [34][36] - The overall strategy reflects a shift towards enhancing residential quality and reducing developer burdens, aligning with the "good housing" policy [30][31] - The new supply mechanism aims to maintain market balance by providing 240-300 hectares of residential land in 2025, indicating a more flexible approach to land supply [30][39]