北京优质地块加供，东城二环内“绝版”低密宅地上新

Core Insights - The Beijing Municipal Planning and Natural Resources Committee has released a list of 8 residential land plots for 2025, covering approximately 27 hectares and a construction scale of about 630,000 square meters [1][4] - A notable highlight is the introduction of a "rare" low-density residential land in Dongcheng District, marking the first supply of residential land in the core area in over a year [1][4] - Historically, from 2020 to 2024, there was a four-year period of "zero supply" of residential land in Beijing's core areas, making this supply significant in filling the gap [1][4] Land Plot Details - Among the 8 plots, 1 is located in the core area of Dongcheng, 2 in Chaoyang, and the remaining 5 in suburban districts including Tongzhou, Shunyi, Changping, Daxing, and Fangshan, with each district having 1 plot [4][6] - The Dongcheng plot, located on the west side of Qinian Street, has a land area of 22,700 square meters and a building control scale of 25,000 square meters, significantly larger than the previous Jin Yu Chi plot [4][5] - The Qinian Street project is classified as mixed-use residential land, with the site divided into 6 smaller plots, including multifunctional land and public service facilities [4][5] Market Implications - Analysts believe that the 2025 land supply is of the highest quality this year, with significant adjustments made to the Qinian Street plot, reducing the commercial ratio and ensuring a more regular residential layout [5] - All plots are strategically located near transit stations, enhancing their market demand and infrastructure support [6][7] - The focus on transit-oriented development is expected to influence market demand positively, encouraging developers to participate and signaling a potential recovery in the real estate market [8]