土地周报 | 规模延续低位，底价成交仍是常态（1.19-1.25）

Core Viewpoint - The land supply and demand scale remains low, with a notable increase in supply but a significant decrease in transaction volume, indicating a cautious market environment [1][3]. Supply Summary - The total land supply this week was 3.21 million square meters, representing a 17% increase compared to the previous week [2]. - In first-tier cities, only Guangzhou listed one residential land parcel, with an average plot ratio of 1.98 across monitored cities [2]. - The Guangzhou land parcel, located in the Pan-Pearl River New Town area, has a starting price of 18.64 billion yuan and a floor price of 33,000 yuan per square meter, with strict conditions for development [2]. Transaction Summary - The total land transaction area this week was 1.91 million square meters, a 24% decrease, marking a new weekly low since the second half of 2025 [3]. - The total transaction amount was 8.1 billion yuan, down 34% from the previous week, with most parcels sold at base prices [3]. - A notable transaction occurred in Nanjing, where a land parcel was sold for 1.538 billion yuan at a floor price of 15,500 yuan per square meter, highlighting the area's strong industrial support and infrastructure [3]. High Premium Transactions - A residential land parcel in Yuhuan City, Zhejiang Province, was sold for 304 million yuan, achieving a premium rate of 13.43% [4]. - The parcel attracted three bidders and is located in a well-connected area with established residential communities and amenities [4].