克而瑞市场月报：成交规模季节性回落，多地楼板价创新高、溢价率大幅回升-20250808

Supply and Demand - As of July 25, 2025, land supply reached 61.81 million square meters, a 17% year-on-year decrease, while transaction volume fell by 15% to 41.94 million square meters[5][11] - The total transaction amount for July was 132 billion yuan, remaining flat year-on-year[2][11] - The average floor price for land transactions in July was 3,147 yuan per square meter, reflecting a 17% increase year-on-year[11] Market Heat - The average premium rate in July was 9.9%, the highest since April 2025, with first-tier cities seeing a significant rise to 25.7%[2][14] - Premium rates for third-tier cities increased slightly to 4.6%, while second-tier cities saw a minor decline to 6.2%[2][14] - Notable land parcels in cities like Shanghai and Shenzhen achieved premiums exceeding 20%[14] Key Land Transactions - The highest single land price was recorded in Shanghai's Xuhui district at 200,257 yuan per square meter, setting a national record[20][22] - Three land parcels in Shanghai exceeded 50 billion yuan in total transaction value, with the highest being in Hongkou district at 64.7 billion yuan[18][21] - The land auction in Shenzhen also saw significant activity, with multiple parcels achieving high premiums and total values[21]