2025年8月份上海土地市场月度简报

Core Data Overview - The supply scale in August included 16 newly listed plots, totaling an area of 326,400 square meters, representing a month-on-month decrease of 19.58% and a year-on-year increase of 76.40% [1] - The total starting price for land listings in August was 1.114 billion yuan, showing a month-on-month decline of 89.36% and a year-on-year decline of 92.02% [1] Market Trend Analysis - The Shanghai land market continued to show a contraction in supply during August, with significant month-on-month declines in both newly listed area and starting prices. Industrial land remains the primary focus, while office land saw zero listings, indicating a stark contrast compared to the same period last year [1] - In terms of transaction scale, 13 plots of operational land were sold, covering a total area of 260,000 square meters, which is a month-on-month decrease of 44.67% and a year-on-year decrease of 64.85% [5] - The total transaction amount was 799 million yuan, reflecting a month-on-month decline of 97.27% and a year-on-year decline of 94.12% [5] Land Use Structure - The land use structure remains dominated by industrial land, with zero transactions recorded for office land [5] - The market is characterized by a rational approach, with industrial land accounting for 9 out of the 13 sold plots, representing nearly 70% of the total [5] - Industrial land is primarily concentrated in suburban areas such as Songjiang (4 plots), Qingpu (2 plots), and Fengxian (2 plots), aligning with Shanghai's industrial layout planning [5] Market Highlights - The Shanghai land market entered a consolidation phase in August, with both supply and transaction amounts experiencing normal month-on-month declines [12] - The transaction structure clearly reflects the current land supply strategy in Shanghai, prioritizing the support of key industrial projects to bolster the real economy and high-tech research and development [14] - There is a significant value disparity among plots based on different uses and locations, with suburban industrial land excelling in quantity while core area research land excels in price [14]