房企重返海南拿地？

Core Viewpoint - Poly Developments successfully acquired land in Sanya's Central Business District for over 2.34 billion yuan, indicating a strategic expansion in the region amid the development of Hainan Free Trade Port [1][2][5] Group 1: Land Acquisition Details - The acquired land spans approximately 106 acres (70,434.60 square meters) and is designated for market-oriented residential housing, with a maximum planned construction area of about 162,424.07 square meters [2] - The total transaction price for the land was 1.13366 billion yuan, translating to a starting floor price of approximately 6,980 yuan per square meter [2] - After including the investment for required public facilities, the comprehensive transaction price reached 2.346 billion yuan, resulting in an effective floor price of about 14,400 yuan per square meter [2][4] Group 2: Market Context and Trends - The recent land acquisition by Poly is part of a broader trend of rising land market activity in Hainan, driven by the strategic positioning of Hainan as a Free Trade Port since 2018 [5][6] - As of July 2023, the average selling price of new homes in Sanya has reached 30,000 yuan per square meter, indicating a significant profit margin potential for Poly given the lower acquisition floor price [2] - In the first half of 2023, Sanya saw a total of 14 residential land transactions, amounting to 7.727 billion yuan, with a year-on-year increase in transaction area and value [9]