专项债收地已发行超1500亿元，占拟收储总金额27%

Core Insights - The central and local governments are actively using special bonds to recover idle land, with significant progress made in policies and implementation [1][8] - As of August 18, over 4,300 parcels of idle land have been publicly announced for recovery using special bonds, covering an area of over 22 million square meters and totaling over 55 billion yuan [2][9] Summary by Category Special Bonds and Land Recovery - The total amount of special bonds proposed for land recovery exceeds 55 billion yuan, with Guangdong being the largest province in terms of proposed recovery scale [2][3] - Seven provinces, including Guangdong, Hunan, and Anhui, have issued or are about to issue special bonds totaling over 150 billion yuan, which is less than 30% of the proposed recovery amount [8][9] Provincial and City Breakdown - Guangdong leads with 372 parcels and a total recovery area of 1.93 million square meters, with a proposed recovery amount of 79.7 billion yuan [3][4] - Among cities, Chongqing has the highest proposed recovery amount of 53.38 billion yuan, covering over 1.81 million square meters [4][5] Land Use and Ownership - Residential land remains the primary focus for recovery, accounting for approximately 66% of the parcels, with a notable increase in the last two months [5][6] - About 84% of the proposed recovery parcels are owned by local state-owned enterprises, while only 13% are owned by private enterprises [5] Pricing and Market Dynamics - Approximately 50% of the parcels have a proposed recovery price that is between 0.8 and 1.0 times the original transaction price, indicating a potential discount on some parcels [5][10] - The issuance of special bonds for land recovery is currently concentrated in "self-examination and self-initiated" pilot areas, with other regions needing to accelerate their bond issuance [10]