土地周报 | 供地规模延续年内高位，成交规模低位回升（11.10-11.16）

Core Viewpoint - The land supply remains high while transaction volumes show signs of recovery, but the enthusiasm for land auctions has decreased, indicated by a lower premium rate [1][3]. Supply - The land supply area this week is 14.33 million square meters, a slight decrease of 1% week-on-week. Major cities like Beijing, Guangzhou, and Shenzhen have residential land listings, with Guangzhou offering 9 residential plots totaling a base price of 9.09 billion yuan and a building area of 740,000 square meters [1]. - A notable residential plot in Huangpu District has a starting price of 2.84 billion yuan, with a low plot ratio of 1.01, marking the lowest in seven years for Guangzhou, suitable for high-end villas [2]. - Another significant residential site in Tianhe District has a starting price of 2.212 billion yuan, with a reduced plot ratio of 3.65, down from 6.95, reflecting a substantial price drop from previous listings [3]. Transaction - The total land transaction area this week is 6.83 million square meters, a 70% increase week-on-week, with a transaction amount of 29.4 billion yuan, up 30% from the previous week. The average premium rate is 0.9%, the lowest since the second half of the year [3]. - Two residential land plots in Baiyun District were sold at high premiums, with total transaction prices reaching 960 million yuan, reflecting strong market interest in such plots due to clear profit margins and development timelines [4]. Key Transaction Data - The top land transaction in Beijing was in Chaoyang District, with a total price of 2.2 billion yuan and a floor price of 12,015 yuan per square meter [9]. - In Yiwu, a plot sold for 1.7 billion yuan with a floor price of 15,162 yuan per square meter [11]. - In Chengdu, a residential plot was acquired for 1.1 billion yuan at a floor price of 16,500 yuan per square meter [11].