Core Viewpoint - The recent recovery in regional land markets indicates increased confidence among market participants regarding the medium to long-term market recovery, as evidenced by several listed companies restarting land acquisitions during the "Golden September and Silver October" period [1] Group 1: Company Activities - Nanjing Gongyong Development Co., Ltd. announced that its subsidiary successfully acquired land use rights for a plot in Nanjing for 1.323 billion yuan, marking its first successful land acquisition of the year [2] - Beijing Capital Development Co., Ltd. successfully acquired land in Beijing for 446 million yuan, reflecting a renewed confidence in the Beijing real estate market after a long absence from land acquisitions [2] - Tiandi Source Co., Ltd. acquired over 100 acres of land in Xi'an for 2.015 billion yuan, marking its first land acquisition of the year, with a reported 11.22% year-on-year increase in contract sales area [3] Group 2: Market Trends - The land market is showing signs of recovery due to improved real estate policies and financing environments, although the overall approach remains rational [4] - The average land acquisition prices are primarily at base prices, indicating a more rational approach from companies, which provides a good opportunity for financially stable firms to replenish their land reserves [4] - Current land acquisition strategies among listed companies show a focus on "point-based layout" in key cities and "rational investment" with smaller-scale investments to maintain cash flow safety [4] Group 3: Future Outlook - The acceleration of "good housing" construction and urban village renovation policies is contributing to a gradual stabilization in new home sales, reflecting a strategic reserve in core cities by companies [5] - Although the industry has not fully emerged from the bottom, the ongoing strategic land reserves in advantageous regions are expected to support future market activity and project implementation [5]
多家上市公司重启拿地 助力区域市场活跃度回升