西二环，构造自己的城墙!

Core Viewpoint - The recent land planning for the old renovation in Henan indicates that the highly anticipated project will soon be launched, with specific details on the land area and building specifications provided [1]. Group 1: Land and Building Specifications - The Xiaoliu New Village site covers approximately 214.16 acres, while the Liudong New Village and surrounding areas cover about 22.26 acres, totaling around 236.42 acres with a building area of 337,000 square meters [1]. - The planning includes five plots of land totaling 216 acres, with four mixed-use residential plots (184 acres) and one commercial plot (31.8 acres) [4]. - The four mixed-use residential plots have varying floor area ratios (FAR) and height restrictions, with the largest plot being 72.7 acres and a FAR of 4.30, limited to 100 meters in height [4][5]. Group 2: Market Analysis and Comparisons - The expected area for commercial housing is 69.6 acres, accounting for 32% of the total old renovation area, which is relatively low compared to previous large-scale renovations [5][6]. - Compared to other major old renovations, the Xiaoliu project has the lowest ratio of commercial housing area to the area acquired for relocation, indicating potential financial challenges [6]. - The project is expected to face significant pressure due to the high costs associated with the high FAR of 2.14 and the relatively low FAR for the commercial housing plots [16]. Group 3: Future Developments and Market Dynamics - The market is anticipated to see a significant supply increase, with around 3,400 units expected in the West Second Ring area, including 1,154 units from recent projects [21][22]. - The pricing for new developments is projected to be around 40,000 yuan per square meter, with potential for profit margins based on current market conditions [24][25]. - The competitive landscape suggests that new projects will impact the pricing and sales of existing properties, leading to a potential decline in value for older units [26][33].