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近3000宗!各地公示拟用专项债收购土地节奏加快
新浪财经·2025-05-23 00:44

Core Viewpoint - The pace of public announcements regarding the use of special bonds for land acquisition has significantly accelerated across various regions in China, indicating a growing trend in utilizing special bonds for purchasing idle land [1][2][6]. Group 1: Special Bond Announcements - As of May 20, nearly 3,000 parcels of idle land have been announced for acquisition using special bonds, covering over 133 million square meters and totaling more than 350 billion yuan [1][2]. - The number of announced land parcels increased from 393 in January-February to over 830 in March, and more than 1,500 in April, with total amounts exceeding 1,000 billion yuan in March and 1,700 billion yuan in April [2][3]. Group 2: Regional Analysis - Among 31 provinces and cities, 23 have announced plans to use special bonds for land acquisition, with Guangdong leading at over 650 billion yuan, followed by Henan and Fujian with amounts exceeding 300 billion yuan [2][3]. - In cities, Zhengzhou tops the list with a proposed acquisition amount of 173.5 billion yuan and over 5 million square meters of land, while Xi'an and Huizhou also have significant proposed amounts exceeding 100 billion yuan [2][3]. Group 3: Special Bond Issuance - As of May 20, the total amount of special bonds issued for acquiring idle land in regions like Guangdong, Hunan, and Fujian is close to 55 billion yuan, accounting for 15% of the total proposed acquisition amount [5][6]. - Guangzhou leads in bond issuance with over 60 billion yuan, while second-tier cities like Changsha and Ningbo have issued 38.1 billion yuan and 13.2 billion yuan, respectively [5][6]. Group 4: Future Outlook - Experts believe that the actual issuance of special bonds remains relatively small compared to the announced amounts, with only five provinces having issued bonds for idle land acquisition, suggesting a potential acceleration in future bond issuances [6].