339轮竞价、溢价近四成！九家房企争夺热门地块

Core Viewpoint - The recent land auction in Beijing has sparked intense competition among real estate companies, indicating a resurgence in the market, particularly for scarce residential land in prime locations [3][4]. Group 1: Land Auction Details - The land parcel in Chaoyang District, known as the Sun Palace New Area, was fiercely contested by nine real estate firms, resulting in over 300 rounds of bidding [3][4]. - China State Construction won the bid for 4.3145 billion yuan, with a floor price of 85,300 yuan per square meter and a premium rate of 39.18% [4]. Group 2: Market Context - The Sun Palace area has long faced a shortage of new housing supply, with the last residential land auction occurring in 2022 [5]. - The average transaction price for new homes in the area is approximately 118,500 yuan per square meter, while second-hand homes are priced between 98,000 to 148,000 yuan per square meter [5]. Group 3: Company Performance - China State Construction has been active in the Beijing market, acquiring land worth approximately 738.4 million yuan, 379 million yuan, 8.5 billion yuan, and 13.3 billion yuan from 2021 to 2024 [5]. - In the first eight months of this year, China State Construction achieved sales of 14.12 billion yuan in Beijing, ranking fifth in the market [5]. Group 4: Market Trends - The auction results reflect a growing divide between core urban areas and suburban markets, with prime locations attracting significant interest from developers [6]. - The ongoing expansion of land supply is expected to lead to a multi-tiered and differentiated development landscape in Beijing's real estate market, driven by the balance of "core scarcity value" and "peripheral cost-effectiveness" [6].