土地周报 | 供求规模周期性下降，溢价率升至年内均线（7.7-7.13）

Core Viewpoint - The land supply and demand scale experienced a seasonal decline in the first half of the year, with transaction volume dropping significantly, while the premium rate saw a notable increase, indicating a potential recovery in market sentiment [1][2]. Supply - The supply of land this week was 3.19 million square meters, a 48% decrease from the previous week, marking a seasonal adjustment in the early half of the year [2]. - Key cities offered 32 plots of residential land with an average plot ratio of 2.04, while cities like Wuxi, Nantong, and Nanjing had average plot ratios not exceeding 1.5 [2]. - A notable plot in Shenzhen's Longhua District was listed with a base price of 1.554 billion yuan and a plot ratio of 3.1, indicating strong demand due to its proximity to transportation and established amenities [2]. Transaction - The transaction area was 2.25 million square meters, down 59% week-on-week, with a total transaction value of 14.5 billion yuan, a 63% decrease [2]. - Shenzhen recorded a high-premium residential land transaction, contributing to an average premium rate increase to 9.2%, returning to the annual average level [2]. High-Premium Transactions - In Shenzhen, a plot in Longhua District was sold for 2.37 billion yuan with a premium rate of 40.74%, reflecting strong competition among developers [3]. - A high-premium residential plot in Qingdao's Laoshan District was sold for 989 million yuan, with a premium rate of 17.78%, indicating robust demand in prime locations [3]. - Dongguan also saw a high-premium land transaction with a 22.1% premium rate, highlighting developers' pursuit of profitable opportunities amid market fluctuations [4]. Key Data - The top five land transactions by total price included Shenzhen's plot at 2.4 billion yuan and Qingdao's at 1 billion yuan, showcasing significant investment interest in these regions [7][9]. - The average floor price for the top transactions ranged from 13,637 yuan to 38,795 yuan per square meter, indicating varying levels of demand and competition across different cities [9].