房地产行业：第六批次集中供地成交总价达148亿元，宝山、闵行地块底价成交

Investment Rating - The report indicates a general positive outlook for the real estate sector in Shanghai, particularly in the context of land sales and pricing trends, with an average premium rate of only 0.49% for the latest land auction [1]. Core Insights - The sixth batch of land sales in Shanghai concluded on October 25, 2023, with a total transaction value of 14.844 billion yuan, marking it as the largest supply batch of the year aside from the first batch [1]. - The land auction included a combination of plots from Yangpu, Baoshan, and Minhang districts, with a total area of 196,800 square meters [1]. - The only plots that sold at a premium were in Yangpu district, with a total price of 3.213 billion yuan and a premium rate of 2.32% [3]. Summary by Sections Land Transaction Overview - The total transaction amount for the sixth batch of land sales reached 14.844 billion yuan, with an average premium rate of 0.49% [1]. - The land area offered was 196,800 square meters, making it the largest supply batch of the year after the first batch [1]. Specific Land Plot Analysis - The Yangpu district's K2-04 and G2-5 plots were the only ones to sell at a premium, with a total price of 3.213 billion yuan and a floor price of 69,158 yuan per square meter [3]. - The combined area of these plots was 18,600 square meters, designated for residential use [3]. Policy Context - New regulations require that any new land designated for residential development must allocate at least 5% of the total housing area for affordable housing [7].