密云时隔近两年半重启供地，北京城建加码大本营土地储备

Core Insights - The consortium of Shourong (Hainan) Commercial Development Co., Ltd. and Beijing Miyun Urban Construction Investment Group Co., Ltd. won the MY00-0104-6022, 6025 land plot in Miyun District, Beijing for a base price of 380 million yuan, marking the first land supply in the area since October 2023 [1][4] - This land acquisition indicates a renewed activity in the Miyun District land market after a hiatus of nearly two and a half years, with the area experiencing a growing demand for new housing supply [4][5] Company Insights - Shourong (Hainan) Commercial Development Co., Ltd. is participating in the Beijing land market for the first time, with its actual controlling shareholder being Beijing Urban Construction Group, a state-owned enterprise [1][7] - Beijing Urban Construction Group has significantly increased its land acquisition efforts in Beijing, with total land acquisition amounts rising from 4.65 billion yuan in 2023 to 8.655 billion yuan in 2024, and projected to reach 8.703 billion yuan in 2025 [1][8] Market Dynamics - The water source road plot covers approximately 24,500 square meters with a planned construction area of about 49,000 square meters, and the floor price is approximately 7,756 yuan per square meter, which is more competitive compared to previous transactions in the area [4][6] - The Miyun District is characterized by a lack of new land supply, leading to increased local demand for housing, particularly as the "Good House" policy is set to enhance the quality of new housing in Beijing by 2025 [4][5] Competitive Landscape - The area surrounding the water source road plot boasts mature educational, commercial, and medical facilities, including schools and shopping centers, which enhances its attractiveness for new housing projects [6] - The successful sales performance of recent projects in nearby districts, such as the Zhongjian Zhenyuanfu and Beijing Jiankong·Jiatang Luanxi, indicates a strong market demand that may benefit the new developments in Miyun [8]