百亿元补偿砸来！马场地块能否问鼎广州新“地王”？

Core Insights - The "Macho Land" in Zhujiang New Town, known as the "last treasure land," is moving closer to being auctioned off, with a significant compensation plan recently disclosed [2][5] - The total compensation amount for the land is approximately 10 billion yuan, ranking among the top in urban renewal projects across the country [2][5] - The land, covering an area of 362,000 square meters, is expected to become a strong contender for the title of "land king" in Guangzhou [2][5][10] Compensation Details - The compensation plan involves a total of about 10 billion yuan, with approximately 6.64 billion yuan allocated to shareholders after deducting taxes and necessary expenses [2][5][8] - The main shareholder, Guangzhou Yuecheng Investment Operation Co., Ltd., holds 49.85% of the shares, which corresponds to about 3.31 billion yuan in compensation [5][8] - The compensation structure allows shareholders to choose to purchase the redeveloped properties, providing both immediate cash benefits and long-term value sharing [8] Development Timeline - The voting on the compensation plan is scheduled for November 26, 2025, which will bring the land closer to being listed for auction [2][5] - The project is expected to accelerate in 2024, with the land included in the pilot project for low-efficiency land in Tianhe District [8][9] Market Context - The land's strategic location between Zhujiang New Town and Financial City enhances its value, making it a prime area for luxury residential developments [10] - The surrounding area has seen significant real estate activity, with a recent project achieving over 10 billion yuan in sales on its opening day, indicating strong market demand [10]