土拍市场上演久违的争夺战，九家房企在北京抢地了

Core Insights - The Beijing land auction market has seen a resurgence in competition, with a significant bidding war for a residential plot in the Chaoyang District, indicating renewed interest from developers [1][2] Group 1: Auction Details - The land parcel CY00-0215-0627 was fiercely contested by nine real estate companies, resulting in over 300 rounds of bidding [1] - China State Construction's subsidiary, Zhongjian Zhidi, won the bid for 4.3145 billion yuan, with a floor price of 85,300 yuan per square meter and a premium rate of 39.18% [2] Group 2: Land Characteristics - The plot is located between the third and fourth ring roads of Beijing, making it a rare residential land opportunity with favorable transportation conditions [2] - Nearby amenities include a large commercial complex, parks, and prestigious educational institutions, enhancing the land's attractiveness [2] Group 3: Market Context - The last residential land auction in this area occurred in 2022, highlighting the ongoing scarcity of new housing supply in the Sun Palace area [2] - The second-hand housing market in the vicinity remains stable, with prices ranging from 98,000 to 148,000 yuan per square meter [2] Group 4: Company Performance - Zhongjian Zhidi has been active in the Beijing market, with land acquisition amounts of approximately 7.384 billion yuan, 3.79 billion yuan, 8.5 billion yuan, and 13.3 billion yuan from 2021 to 2024 [3] - In the first eight months of this year, Zhongjian Zhidi achieved sales of 14.12 billion yuan, ranking fifth in the Beijing market [3] Group 5: Market Trends - The recent land transactions indicate a growing divide between core urban areas and suburban markets, reflecting differentiated investment strategies among developers [3] - The scarcity of land in core areas is driving competition, while lower-priced land in non-core areas suggests a more rational market approach [3] - Future land supply expansion is expected to lead to a multi-tiered and differentiated development landscape in Beijing's real estate market [3]