房地产：近100亿元！上海2024年第二批次集中供地顺利收官

Investment Rating - The report indicates a significant reduction in land supply in Shanghai, with the second batch of land sales for 2024 concluding with a total transaction amount close to 10 billion yuan and an average premium rate of 6.8% [1][6]. Core Insights - The total land area sold in this batch was 154,900 square meters, marking a new low in both the number and scale of land sales in recent years [3][6]. - The participation of non-local state-owned enterprises, such as Beijing Urban Construction Group, has emerged, indicating a shift in the competitive landscape of land auctions [7]. - The land parcels sold were distributed across four districts: Yangpu, Pudong, Minhang, and Songjiang, with an equal number of parcels inside and outside the outer ring road [8]. Summary by Sections Land Transaction Results - The report provides a detailed table of land transaction results, highlighting the total price, premium rates, and winning bidders for each parcel [2]. Characteristics of the Land Supply - The report notes a significant reduction in land supply, with a 12.9% decrease in residential land compared to 2023, as indicated by the Shanghai Municipal Planning and Natural Resources Bureau [6]. Analysis of Individual Parcels - The report analyzes the quality and competitiveness of individual parcels, with the Pudong New Area parcel being the most sought after, attracting competition from eight real estate companies [9]. - Specific details about the Pudong parcel include a land area of 12,482.25 square meters and a floor price of 100,000 yuan per square meter, highlighting its advantageous location near multiple subway lines and educational institutions [9][10]. - The Songjiang parcel, with a total area of 80,298.6 square meters and a floor price of 63,000 yuan per square meter, is situated in an area that lacks commercial development, which may affect its attractiveness [10][11].