土地周报 | 供求规模延续低位,杭州浦沿宅地溢价20%成交(10.13-10.19)
克而瑞地产研究·2025-10-21 09:04

Core Viewpoint - The land supply and demand scale remains low, with overall land auction activity being subdued, while only a few high-quality plots maintain localized heat [1][2]. Supply - This week, the total land supply was 3.68 million square meters, a 30% increase from the previous week. Major cities like Beijing and Guangzhou each offered two residential plots with a combined base price of 3.916 billion yuan [2]. - In key cities, 78 residential plots were supplied this week, with an average plot ratio of 2.0. A notable plot in Beijing's Dongcheng District has a low-density residential land use with a plot ratio of 1.1 and a base price of 1.95 billion yuan, indicating a potential new home price exceeding 16,000 yuan per square meter [2]. Transaction - The total transaction area this week was 3.55 million square meters, a 17% increase from the previous week, with a transaction amount of 17.6 billion yuan, reflecting a 5% decrease [2]. - The average premium rate for land transactions was 1.6%, showing a slight recovery from low levels, although high-premium transactions remain limited [2]. Notable Transactions - Four residential plots were sold for over 1 billion yuan this week, with the highest being in Suzhou's Wujiang Taihu New City, sold for 1.936 billion yuan at a floor price of 17,600 yuan per square meter [4]. - The Hangzhou Pujiang plot was sold for a total price of 1.264 billion yuan, with a premium rate of 19.93%, highlighting its advantageous location near a metro station and educational institutions [3][12]. Market Trends - The land auction heat remains low, with the supply-demand scale continuing to decline, and the premium rates hitting new lows in the second half of the year [13].