滨江集团“独美”今日杭州土拍 溢价拿地加码区域布局

Core Insights - Binjiang Group successfully acquired two residential land parcels in Hangzhou for a total price of 2.462 billion yuan, indicating strong confidence from brand real estate companies in core areas and premium segments with unique resources [1][2] Group 1: Land Acquisition Details - The two land parcels are located in Xiaoshan North and Xianghu areas, covering a total area of 62,800 square meters and a planned construction area of 112,900 square meters, with a starting price of 2.157 billion yuan [1] - Both parcels were won by Binjiang Group after competitive bidding, with a premium rate exceeding 10% for each [1] - The Xianghu parcel had a particularly intense bidding process, going through 28 rounds, with a final floor price of 20,811 yuan per square meter and a premium rate of 18.92% [1] Group 2: Market Analysis - The Xiaoshan North parcel was acquired after 18 rounds of bidding, with a final floor price of 22,355 yuan per square meter and a premium rate of 11.78% [2] - The surrounding area of Xiaoshan North is well-equipped with amenities and convenient transportation, indicating a slight decline in floor prices compared to similar parcels sold in early 2025, reflecting a cooling in the land auction market [2] - Binjiang Group's active land acquisition in these areas demonstrates the company's strong financial position and ongoing confidence in Hangzhou's core regions [2] Group 3: Market Trends - The recent land auction results contrast sharply with the previous auction on November 25, where three parcels were sold at base prices, totaling 4.332 billion yuan [3] - This disparity highlights a market trend where core assets remain resilient while peripheral areas face pressure, a pattern observed in the national land auction market [3] - Despite a cautious approach to land acquisition among real estate companies as the year ends, competition for scarce premium land remains intense, suggesting a continued differentiated market landscape [3]