Core Viewpoint - The land supply and transaction scale in key cities have decreased week-on-week, with a slight increase in premium rates, but still remain at low levels for the year [1][4]. Supply - The supply of land this week was 2.78 million square meters, a decrease of 35% compared to the previous week [2]. - No new residential land was supplied in first-tier cities, with 37 plots of residential land supplied in key cities, averaging a plot ratio of 1.98 [2]. Key Supply Plots - A low-density commercial and residential plot was listed in Ningbo, with a total planned area of 74,000 square meters and a base price of 1 billion yuan [3]. - The plot requires a minimum commercial area of 3,500 square meters and is located in a core area with potential for urban renewal and scenic views [3]. Transactions - The transaction area was 3.18 million square meters, down 39% week-on-week, with a transaction amount of 14.3 billion yuan, a significant decrease of 59% [4]. - The average premium rate for transactions was 3.0%, showing a slight recovery but still at a low level for the year [4]. - Two residential plots in Shenzhen were sold at a premium, with one plot in Longhua district sold for 1.789 billion yuan, achieving a floor price of 35,000 yuan per square meter and a premium of 15% [5]. Transaction Details - Another plot in Bao'an district of Shenzhen was sold for 1.2 billion yuan, with a premium rate of 11.5% and a unit price of 20,000 yuan per square meter [5]. - The surrounding area of the plots has well-established transportation and commercial facilities, with new residential projects priced significantly higher than the sold plots [5].
土地周报 | 供求规模均环比回落,溢价率小幅回升(8.4-8.10)
克而瑞地产研究·2025-08-12 09:35