Core Viewpoint - The recent land auction in Shanghai indicates a stable market with a total transaction amount of 19.877 billion yuan, reflecting a rational performance in the land market that is expected to influence the new housing sales market gradually [1][2][5]. Group 1: Auction Details - On October 20, Shanghai auctioned 6 residential land plots, attracting over 20 participating companies, resulting in 3 plots sold at a premium and 3 at the base price, with a total transaction amount of 19.877 billion yuan [1][3]. - The total land area auctioned was 191,600 square meters, with a total planned construction area of 408,700 square meters and a starting price of 18.495 billion yuan [3]. - The highest floor price was recorded at 148,503 yuan per square meter for the Xuhui Binjiang plot, which set a new record for the area [2][3]. Group 2: Price and Premium Analysis - The Xuhui Binjiang plot had a starting price of 4.059 billion yuan and was won by China Overseas with a total bid of 4.465 billion yuan, resulting in a premium rate of 10% [3]. - The Jing'an Suhewan plot was acquired by a consortium for 7.737 billion yuan, with a floor price of 81,415 yuan per square meter and a premium rate of 9.03% [3][4]. - The Yangpu Dongwaitan plot was sold for 2.612 billion yuan, with a floor price of 69,958 yuan per square meter and a premium rate of 14.69% [3][4]. Group 3: Market Trends and Insights - Industry experts noted that the overall premium rate for the land auction remained below 15%, indicating a trend towards market stability [2][5]. - The participation of mainly state-owned enterprises and local investment platforms suggests a cautious approach in the current market environment [5]. - The release of quality land plots and the recent "good housing" policy are expected to enhance development potential in the Shanghai real estate market [6].
最高楼面价14.85万元/㎡,上海6宗地近200亿元成交
券商中国·2025-10-20 13:17