海南封关，楼市怎么样？有开发商斥资近50亿元接连拿地，“吸引全国实力客群”

Core Viewpoint - The Hainan Free Trade Port officially commenced its closure operation on December 18, marking a new phase of comprehensive openness for the region [1] Group 1: Policy Changes and Market Dynamics - The implementation of the "one line opens, one line controls, and island-wide freedom" policy indicates a significant shift in Hainan's market approach [2] - Hainan's real estate market, previously known for strict regulations, is set to optimize its policies in early 2024, including adjustments to social security requirements and sales restrictions [2] - The overall housing prices in Hainan have stabilized, with a reported 17.4% year-on-year increase in new residential sales from January to October 2025, totaling 127.95 billion yuan [3][11] Group 2: Land Acquisition and Investment Trends - China Green Development has aggressively acquired land in Hainan, spending nearly 5 billion yuan on two significant plots in just two days [6][4] - The competitive landscape in Hainan's real estate market has attracted various enterprises, particularly energy companies, which have invested heavily in core land parcels [8] - The land auction in Sanya has seen substantial activity, with total transaction amounts exceeding 9.5 billion yuan from June to September 2024, accounting for over 60% of Sanya's fiscal revenue [8] Group 3: Sales Performance and Future Outlook - Sanya's real estate market remains dominant, with a staggering 48.4% year-on-year increase in sales revenue, reaching 74.25 billion yuan from January to October 2025 [11] - The average transaction price in Sanya has surged to 31,467 yuan per square meter, reflecting a more than 30% increase year-on-year [11] - The upcoming closure policy is expected to further stimulate demand in Hainan's real estate and rental markets, with projections indicating a rise in investment from manufacturing, foreign enterprises, and tourism sectors [16]