预计补偿100亿元！珠江新城“最后宝地”要来了，将成广州“地王”预备队？

Core Insights - The "Macho Land" in Zhujiang New Town is nearing the listing for transfer, with a significant compensation plan recently disclosed, marking a major step in its development [1][8] - The total compensation amount for the land is approximately 10 billion yuan, positioning it among the highest in urban renewal projects across China [1][11] - 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 due to its prime location [1][10] Compensation Plan - 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 [1][9] - The compensation will be distributed among shareholders based on their ownership ratios, with the largest shareholder, Guangzhou Yuecheng Investment, set to receive around 3.31 billion yuan [8][9] - The plan allows shareholders to choose to purchase the redeveloped properties, providing both immediate cash benefits and long-term value sharing [9][10] Development Timeline - The voting on the compensation plan is scheduled for November 26, 2025, which will further advance the land's listing process [1] - The area has seen commercial shops vacate since late last year, indicating readiness for demolition and land preparation for future development [3][6] - The project is expected to accelerate in 2024, with the land included in the pilot project for low-efficiency land in Tianhe District [9][10] Market Context - The land's strategic location at the intersection of Zhujiang New Town and Financial City enhances its value, making it a prime area for luxury residential developments [10][12] - Recent sales in the vicinity, such as the Poly Yuexi Bay project, have demonstrated high demand, with sales exceeding 10 billion yuan on the first day of opening [10][12] - Experts suggest that while the land's scarcity will maintain its value, developers should consider phased development to mitigate potential oversupply risks in the luxury market [10][12]