土地周报 | 新增供地低位上行，成交规模环比回落（2.2-2.8）

Core Viewpoint - The land supply in key cities has increased, but transaction volume has decreased significantly, indicating a potential cooling in the real estate market [1][4]. Supply - The total land supply this week was 4.26 million square meters, a 65% increase compared to the previous week [2]. - Shanghai launched its first residential land auction of 2026, with a total base price of 6.644 billion yuan for three plots [2]. - The average plot ratio for residential land in key cities this week was 2.03 [2]. - The highest base price among the auctioned plots was for a site in the Xuhui Longqiao area, reaching 2.675 billion yuan, with a starting floor price of 48,000 yuan per square meter [2]. - The largest pure residential land plot auctioned this week was in Qingpu, with a planned construction area of 84,000 square meters and a starting base price of 2.5 billion yuan [2]. Transaction - The total land transaction area this week was 2.05 million square meters, a 48% decrease from the previous week [4]. - The total transaction amount was 13.6 billion yuan, down 20% week-on-week [4]. - The average premium rate for land transactions was 0.32% [4]. - In Beijing, three residential plots were sold at the base price, with the most notable being a plot in the Shijingshan New Shougang core area, which was acquired for 1.39 billion yuan [4]. - The surrounding new housing prices in the Shijingshan area ranged from 60,000 to 80,000 yuan per square meter [4].