房地产行业：253亿元！上海2024年首批集中供地收官，占全年商品住房用地计划供应总量7.7%

Investment Rating - The report indicates a stable investment rating for the real estate sector in Shanghai, particularly focusing on residential land supply and demand dynamics [1][5]. Core Insights - The first batch of concentrated land supply in Shanghai for 2024 concluded with a total transaction amount of 25.3 billion yuan, accounting for 7.7% of the annual planned supply of residential land [1][7]. - The average premium rate for the land sold in this batch was 7%, which is consistent with the previous year's first batch [10][11]. - There is a notable decrease in the supply of various land types compared to 2023, with residential land supply decreasing by 12.9% year-on-year [6][7]. Summary by Sections Land Supply Overview - The total planned supply of residential land in Shanghai for 2024 is approximately 856 hectares, with 440 hectares designated for commodity housing, reflecting a 12.9% decrease from 2023 [6][7]. - The supply of commodity housing land has shown a continuous decline over the past two years [5][6]. First Batch of Land Supply Characteristics - The first batch consisted of 11 plots, with a total area of 338,600 square meters and an average premium rate of 7% [1][10]. - The supply of smaller unit types has been adjusted, with the proportion of small units reduced to 50%-70% [8][9]. Regional Distribution and Market Dynamics - The land plots are distributed across various districts, with significant competition for prime locations, particularly in urban core areas [11][12]. - The report highlights a disparity in land plot popularity, with some areas attracting multiple bidders while others see limited interest [10][11].