Core Insights - Shenzhen's land supply has significantly increased recently, with a shift in land supply strategies across multiple cities [1][2] - The trend of smaller land plots in prime locations is emerging, driven by the need for quick development and sales to mitigate uncertainties [2][3] Group 1: Land Supply and Market Dynamics - On August 4, a residential land plot in Shenzhen's Bao'an district was sold for 1.215 billion yuan, with a floor price of approximately 20,363 yuan per square meter and a premium rate of about 11.5% [1] - The land area of this plot is approximately 19,000 square meters, categorized as a "mini plot" [1] - Since May, Shenzhen has accelerated its residential land supply, focusing on core areas with lower plot ratios and smaller sizes [1] Group 2: Government Policies and Market Trends - The government is providing a higher profit margin for real estate companies, with land sales maintaining relaxed requirements, allowing for better design and planning [2] - The trend of "volume reduction and quality improvement" is becoming prevalent in the national land market, with local governments focusing on optimizing land structure [2] - In July, Nanjing's land auction featured 13 residential plots, with a notable focus on small, well-located plots, highlighting the market's preference for mini plots [2] Group 3: Market Performance and Future Outlook - Data from the China Index Academy indicates that the transaction area of residential land in 300 cities decreased by about 7% year-on-year in the first seven months, while the total land revenue increased by over 20% [3] - The average premium rate for first- and second-tier cities exceeded 10%, indicating continued competition for quality land [3] - The strong fundamentals in core cities are expected to maintain market resilience in the second half of the year, despite ongoing regional disparities [3]
深圳再出让迷你地块 多城供地策略转向
Zheng Quan Shi Bao·2025-08-04 11:58