近期多地国资集中“卖房”

Core Viewpoint - Local state-owned enterprises are actively selling properties to alleviate liquidity pressure and optimize asset structures amid a declining real estate market [6][13][15]. Group 1: Property Sales by Tianheng Group - Tianheng Group is selling a 62-square-meter residential property in Haidian District, Beijing, with a transfer base price of approximately 5.32 million yuan, equating to 85,000 yuan per square meter [3]. - The group has listed 111 properties for sale on the Beijing Property Exchange, with total base prices exceeding 330 million yuan, ranging from 1.06 million to 13.97 million yuan [6]. - The sale is driven by a shift in Tianheng Group's real estate development focus towards urban renewal, necessitating cash flow improvement due to significant capital investments [6][13]. Group 2: Market Trends and Comparisons - Among the 111 properties, 106 are under 90 square meters, with 56 units between 80-90 square meters and 27 units between 60-80 square meters [7]. - Some properties are listed above market prices, such as those in Tianheng Lehuo City, where prices exceed 20,000 yuan per square meter, while similar properties on secondary markets are priced between 16,000 to 18,000 yuan per square meter [7]. - Other state-owned enterprises, such as Shaoxing Binhai New Area Holding Group, are also selling properties, with 45 units listed at starting prices below 10,000 yuan per square meter [7]. Group 3: Reasons Behind Property Sales - The concentration of property sales by local state-owned enterprises is attributed to common policy and financial backgrounds, as well as the lifecycle of the assets [13]. - Selling existing properties allows for quick cash recovery to meet debt obligations and support infrastructure and public welfare projects [13]. - Many properties being sold are older "competitive allocation" housing or government-allocated properties that have been underutilized, leading to high holding costs [13][15].