土地周报 | 成交规模环比上行，杭州浦沿宅地如期溢价成交（10.27-11.2）

Core Viewpoint - The land transaction scale continues to show a month-on-month recovery trend, although the overall enthusiasm for land auctions has slightly decreased. The supply of land decreased significantly while transaction volume increased moderately, indicating a mixed sentiment in the real estate market [1]. Supply - The land supply this week was 3.69 million square meters, a decrease of 60% month-on-month. No residential land was listed in first-tier cities, with a total of 124 plots of residential land supplied, averaging a plot ratio of 1.87. Cities like Hefei, Nantong, and Changzhou had average plot ratios below 2.0 [2]. - Key land supply included a residential plot in Hangzhou's Pujiang area with a plot ratio of 2.5, starting at a base price of 1.36 billion yuan, and another high-value residential plot in Xiaoshan Economic Development Zone with a starting price of 1.44 billion yuan [2]. Transaction - The total land transaction area this week was 8.4 million square meters, an increase of 15% month-on-month, with a transaction amount of 50.8 billion yuan, up 12% month-on-month. The average premium rate was 2.6%, down 1.6 percentage points from the previous week [3]. - Notable transactions included a residential plot in Beijing's Changping District sold for 2.8 billion yuan and another in Tiantongyuan at a similar price point, both meeting market expectations for urban renewal projects [3]. Key Transactions - In Hangzhou, a residential plot (R027) was sold for 1.73 billion yuan with a floor price of 25,108 yuan per square meter and a premium rate of 19.33%. This was the second residential plot auctioned in the area within a week [4]. - In Dongguan, a high-value residential plot in the Songshan Lake High-tech Industrial Development Zone was sold for 1.91 billion yuan, with a premium rate of 12% and a floor price of 22,000 yuan per square meter [4]. Top Land Transactions - The top five land transactions this week included: 1. Beijing, Changping District, sold for 2.8 billion yuan, floor price 32,008 yuan/sqm, premium rate 0% [8]. 2. Beijing, North Qijia Town, sold for 2.6 billion yuan, floor price 24,855 yuan/sqm, premium rate 0% [8]. 3. Xi'an, sold for 2.3 billion yuan, floor price 8,183 yuan/sqm, premium rate 0% [8]. 4. Guangzhou, sold for 2.2 billion yuan, floor price 31,380 yuan/sqm, premium rate 0% [8]. 5. Dongguan, sold for 1.91 billion yuan, floor price 21,606 yuan/sqm, premium rate 12% [8].