杭州土拍分化明显，滨江24亿补仓

Core Insights - Hangzhou successfully auctioned two plots of land within a week, totaling an area of 94 acres and a total construction area of 113,000 square meters, with a starting price of 2.16 billion yuan, ultimately sold for 2.462 billion yuan by Binjiang Group, reflecting a premium of over 10% [1][2] Group 1: Land Auction Details - The first plot in Xiaoshan District attracted 10 bidders, with Binjiang Group winning after 18 rounds of bidding at 1.613 billion yuan, resulting in a floor price of 22,355 yuan per square meter and a premium rate of 11.78% [1] - The second plot in the Xianghu area was acquired by Binjiang Group for 849 million yuan, with a floor price of 20,811 yuan per square meter and a premium rate of 18.92% [2] - The Xiaoshan plot is designated as a residential quality improvement pilot project with a plot ratio of 2.5, allowing for a buildable area of 72,172.5 square meters [1] Group 2: Market Trends and Analysis - The auction results indicate a trend where core areas remain stable while peripheral areas face pressure, highlighting a market differentiation where scarce scenic resources attract attention [3] - Despite a cautious approach to land acquisition by developers, competition for high-quality plots remains intense, suggesting that the land market's heat will continue to show a differentiated trend [3] - The successful premium transactions are expected to inject confidence into the market as the year-end approaches, emphasizing the need for developers to enhance product quality and adaptability to the market [3]