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7月65城土地成交金额同比涨18%
3 6 Ke·2025-08-20 03:18

Group 1: National Land Market Overview - In July, the land transaction scale in 65 key cities remained flat month-on-month but decreased by 8% year-on-year, with 634 plots of operational land released and 590 plots sold, totaling a planned construction area of 40.628 million square meters [1] - The residential land transaction volume in July was 165 plots, with a total planned construction area of approximately 11.0858 million square meters, showing a 17% month-on-month decline but a slight 4% year-on-year increase [1] - The transaction structure indicates that residential land accounted for 30.7% of total transactions, while commercial land dropped to 6%, and industrial land increased by 1.3% [3] Group 2: Land Transfer Revenue and Pricing - The total land transfer revenue in July for 65 key cities was approximately 128.133 billion yuan, reflecting a 30% month-on-month decline due to a decrease in average land transaction prices, although it still showed an 18% year-on-year increase [5] - The average transaction price for residential land fell by 17% month-on-month to 9,932 yuan per square meter, but it increased by 22% year-on-year [5] - The total revenue from residential land transactions decreased by 32% month-on-month to about 110.1 billion yuan, yet it maintained a 26% year-on-year growth [5] Group 3: Market Activity and Trends - The land auction market in key cities remained active, with several cities experiencing increased transaction volumes and premium rates, indicating a continued recovery in the real estate market [7] - In first-tier cities, the land auction market showed a "volume reduction and quality improvement" trend, with average transaction prices reaching a new high for the year, particularly in Shanghai, where a core residential plot sold for 1.225 billion yuan, setting a record for the highest price per square meter [7] - The second-tier cities saw a decline in residential land transaction volumes, with a 29% month-on-month decrease, while the third and fourth-tier cities experienced a 15% increase in transaction volumes, indicating a steady recovery [9][10] Group 4: Core 24 Cities Performance - In July, the residential land transaction volume in the core 24 cities decreased by 40% month-on-month, totaling 97 plots and approximately 5.813 million square meters, with a year-on-year decrease of 22% [15] - The average transaction price for residential land in the core 24 cities rose to 14,990 yuan per square meter, reflecting a 48% year-on-year increase [15] - The average premium rate for residential land in the core 24 cities increased to 12.7%, with zero instances of land failure to sell, driven by high-quality land transactions in key cities [17] Group 5: Land Acquisition by Enterprises - In July, local state-owned enterprises accounted for 43.7% of land acquisitions in the core 24 cities, showing a 5.4% increase from the previous month, while central enterprises saw a slight decrease of 4.2% [21] - Cities like Hefei, Nanjing, and Wuhan had local state-owned enterprises acquiring over 50% of the land, while private enterprises showed increased activity in cities such as Beijing and Guangzhou [21]