26亿底价成交！昌平歇甲庄地块凭什么成“天通苑东进第一站”？

Core Insights - The land parcel in Xiejiacun Village, Changping District, was sold for 2.6012 billion yuan, marking a significant event as it is the first residential land sale in the Tiantongyuan area in eight years [2][36] - The total land area is approximately 63,494.967 square meters, with a planned total construction area of about 104,654.602 square meters, including 91,272.602 square meters for residential use, resulting in a floor price of 24,855 yuan per square meter [2][36] - The land was sold at a 0% premium rate, indicating a cautious attitude from developers towards suburban land [2][36] Location Analysis - Xiejiacun Village is strategically located at the southernmost point of Changping District, directly across from Chaoyang District and adjacent to Tiantongyuan, making it a key transit point for commuters [3][16] - The proximity to Tiantongyuan East Station, which will serve as a transfer hub for multiple subway lines, enhances its appeal for residents working in areas like Wangjing and Guomao [3][16] Community and Infrastructure - The developer is required to construct various community facilities, including a comprehensive service center, cultural facilities, and sports amenities, totaling 13,400 square meters, which will create a walkable living environment [5][6] - The project aims to establish an "age-friendly community" and implement ultra-low energy consumption standards for buildings, reflecting a commitment to high living quality [6] Market Comparison - The average price of second-hand homes in the nearby Tiantongyuan East area is around 20,000 yuan per square meter, while new homes in the North Qijia Town are expected to be priced between 50,000 and 60,000 yuan per square meter, offering a competitive advantage [8][10] - The average price of new homes in North Qijia Town was reported at 38,287 yuan per square meter as of October 2025, showing a slight decrease of 0.95% from September [10][11] Challenges and Opportunities - North Qijia Town faces high inventory levels, with approximately 340,000 square meters of new housing stock, representing 27% of the total inventory in Changping District [11][12] - Despite the challenges, upcoming infrastructure improvements, such as the R6 line and new commercial developments, are expected to enhance the area's market fundamentals [12][14] Future Outlook - The sale of the Xiejiacun land parcel signifies a shift in the real estate landscape of southern Changping, with new developments creating a competitive environment among key areas [15][16] - The unique cross-district advantage of Xiejiacun allows it to benefit from both Changping's lower entry prices and the resources of Chaoyang, which is expected to become more pronounced with future transportation developments [16][18]