Group 1 - The core viewpoint of the article highlights the significant increase in land supply in Shenzhen and the shift in land supply strategies across multiple cities, with a focus on smaller plots of land [1][2] - A recent residential land auction in Shenzhen saw intense competition, with a mini plot sold for 1.215 billion yuan, translating to a floor price of approximately 20,363 yuan per square meter and a premium rate of about 11.5% [1] - The trend of "shrinking quantity and improving quality" is becoming a nationwide characteristic in the land market, with local governments focusing on optimizing land structure and reducing total supply [2][3] Group 2 - Data from the China Index Academy indicates that the transaction area of residential land in 300 cities decreased by about 7% year-on-year in the first seven months of this year, while the total revenue from land sales increased by over 20% [3] - The competition for quality land in core cities remains intense, with average premium rates exceeding 10% in first and second-tier cities [3][4] - The article suggests that the real estate market in core cities is expected to maintain certain resilience in the second half of the year, supported by strong fundamentals, although differentiation among cities and regions is anticipated to continue [4]
深圳再出让迷你地块 多城供地策略转向
证券时报·2025-08-04 11:46