土地周报 | 成交建面延续高位，溢价率低位持平（9.22-9.28）

Core Insights - The land supply significantly increased in the 39th week of 2025, with a total building area of 6.95 million square meters, representing an 89% week-on-week increase, while transaction volume remained high at 6.48 million square meters, despite a 7% decrease [1][2][3]. Supply Overview - The total building area supplied this week was 6.95 million square meters, marking an 89% increase from the previous week [2]. - In first-tier cities, Beijing listed two residential plots in Changping District with a total base price of 5.41 billion yuan, while Guangzhou offered one residential plot in Panyu District with a base price of 1.1 billion yuan [2]. - Key plots included a low-density high-value plot in Changping District with a starting total price of 2.6 billion yuan and a floor price of 25,000 yuan per square meter, located near significant transportation and ecological resources [2]. Transaction Overview - The total transaction area for the week was 6.48 million square meters, down 7% week-on-week, but the transaction amount reached 35.6 billion yuan, reflecting a 10% increase [3]. - The average premium rate for high-quality land transactions remained low at 1.5%, unchanged from the previous week [3]. - In Xiamen, four residential plots were successfully sold for a total of 8.125 billion yuan, all acquired by local state-owned enterprises at base prices, with the average floor price for residential parts being 40,000 yuan per square meter [4]. Key Transactions - In Xiamen, significant transactions included a plot in Siming District sold for 2.22 billion yuan with a floor price of 40,000 yuan per square meter, and another in Huli District sold for 2 billion yuan with the same floor price [10]. - In Chengdu, two plots in the Tianfu New Area were sold for a total of 2.064 billion yuan, with a premium rate of 16.4% and a floor price of 16,300 yuan per square meter [4][10].