上海土拍收金111.15亿元，出现两“新面孔”

Core Viewpoint - The recent land auction in Shanghai has seen increased participation from private enterprises, indicating a shift in the market dynamics and a renewed interest in the real estate sector by non-traditional developers [1][4]. Land Auction Overview - On September 4, Shanghai initiated its seventh batch of land sales for 2025, with a starting total price of 9.87 billion yuan. A total of 5 plots were auctioned, located in Putuo, Yangpu, Minhang, Baoshan, and Qingpu, with a total sale amount of 11.115 billion yuan [2]. - The auction attracted 17 companies, including 14 state-owned enterprises, 1 mixed-ownership enterprise, and 2 private enterprises, showcasing strong interest in high-value land [2][3]. Notable Bids and Results - The Yangpu Binjiang plot was the most competitive, attracting 9 bidders, reflecting high demand for premium land [2][7]. - Shanghai Construction won the Putuo Zhenru Cuigu Phase II plot for 5.24 billion yuan, with a premium rate of 12.79% and a floor price of 79,300 yuan per square meter [3]. - Jiangsu-based Longjiang Precision won the Minhang Zhuanqiao plot for 546 million yuan, marking its first residential project in Shanghai [5][6]. Emerging Players - Two new private enterprises, Longjiang Precision and Yucheng Group, successfully acquired land in Shanghai, indicating a growing interest from non-traditional developers in the local real estate market [4][5]. - Longjiang Precision, known for its steel structure projects, aims to leverage its technical expertise to expand its influence in the real estate sector [6]. Market Dynamics - The Yangpu Binjiang plot, located near the Huangpu River, had a floor price of 92,225 yuan per square meter and a premium rate of 28.09%, making it one of the highest-priced plots in the area [8][9]. - Poly Developments has been actively acquiring land in Shanghai, with a total investment of 9.533 billion yuan in the first half of the year, surpassing its total for the entire previous year [10]. Sales Performance - Shanghai contributed significantly to Poly Developments' sales, generating 25.683 billion yuan in total sales in the first half of the year, helping the company rise to the top position in the market [10].