Group 1 - The planned land auction on June 30 was disrupted as two key plots in Tianhe and Haizhu districts were withdrawn from sale [1][11][16] - The remaining plots included the Baiyun District Chatao Vehicle Depot, which was sold to Guangzhou Metro for 218.299 million yuan, translating to a floor price of approximately 19,000 yuan per square meter [3][10] - The second plot, Xiaomei Street in Liwan District, was sold at a reduced price of 31.338 million yuan, with a floor price of about 30,000 yuan per square meter [3][6] Group 2 - The Xiaomei Street plot has a total area of 5,384.57 square meters and a buildable area of 10,446 square meters, located in a mature area with good transportation links [6][8] - The Baiyun District plot is complex in nature, designated for mixed-use including residential, commercial, and educational facilities, with a total area of 118,665 square meters and a buildable area of up to 114,894 square meters [8][10] - The surrounding area of the Baiyun plot is expected to develop into an upscale residential zone due to its proximity to the river and metro lines [8][10] Group 3 - The two withdrawn plots in Tianhe are located in a competitive area with existing high-end developments, indicating a saturated market [11][13][15] - The Haizhu District plot is strategically located near key amenities and transport links, but its high floor price of approximately 34,000 yuan per square meter may deter bidders [19][20] - The overall market sentiment appears cautious, as developers may perceive the competition for new plots as too intense, leading to a lack of interest in bidding [15][20]

杭州6宗地151.15亿成交 最高溢价率67.6% 智通财经6月27日电，杭州6月27日共6宗住宅用地出让，其中上城区2宗、萧山区2宗、拱墅区和余杭区 各1宗，总土地出让面积178983㎡，总规划建筑面积388218.2㎡，总起始价115.85亿元。最终地块全部溢 价20%以上成交，其中有3宗溢价50%以上，最高溢价率达67.6%，6宗地总成交金额151.15亿元。 ...

Core Viewpoint - The successful sale of the NY-030 (South District) R2 residential land in Fengtai District for 2.08 billion yuan indicates a strategic move by the joint venture of Jianfa and Jinmao, reflecting confidence in the area's development potential and market conditions [1][4]. Group 1: Land Transaction Details - The land was sold at a base price of 2.08 billion yuan, resulting in a floor price of 40,200 yuan per square meter [1]. - The land is located between the fourth and fifth ring roads in Fengtai, approximately 500 meters from the Xinjing Station, which connects Metro Lines 19 and 4 [3]. - The total area of the land is 25,900 square meters with a plot ratio of 2.0 and a height limit of 45 meters (60 meters in some areas) [4]. Group 2: Market Context and Implications - The area surrounding the land is well-developed with commercial facilities, including Wanda Plaza and Dayue Chunfengli, and is rich in ecological resources, although educational resources are currently lacking [3]. - The successful acquisition of this land follows the positive market performance of the Jianfa Jinmao Guancheng project, which was launched after obtaining a pre-sale permit [4]. - The transaction aligns with the market supply rhythm, as the previous land parcels were initially bundled but were later split to enhance the likelihood of successful sales [4][5]. Group 3: Future Development Potential - The acquisition of the 02 land plot is seen as a recognition of the area's development potential and land value, with plans for the NY-030 (North District) plot to also enter the market [5]. - If Jianfa successfully integrates the North District plot, it could facilitate comprehensive development in the area and allow for better control over development pace and regional value [5].

6月24日，杭州有3宗住宅用地出让，2宗位于临平区、1宗位于钱塘区，总土地出让面积88181㎡，总规 划建筑面积10.46万㎡，总起始价11.67亿元。最终3宗地块均底价成交，总成交金额11.67亿元。(人民财 讯) ...

6月20日，上海浦东新区曹路多用途组合用地出让，该地块由两宗子地块组成，C1A—3地块为住宅用地，出让 面积为37966.29㎡，规划建筑面积56949㎡，容积率1.5，建筑限高40m；C1A—7地块为其他商服用地，出让面 积为4087.09㎡，规划建筑面积4905㎡，容积率1.2。该组合用地总起始价为14.82亿元，综合楼面价23967元/ ㎡；中止价为20.754亿元，对应溢价率40%。 据了解，该地块吸引了4家竞买人参与竞价，经过67轮竞价触发中止价，4家竞买人全部参与竞"高品质建设"指 标，很快商品住宅装修标准指标到达上限值4500元/㎡，进入公共服务设施指标竞报，触达上限值5220㎡后，1 家竞买人退出竞价，其余3家竞买人继续竞报高端人才住房配建比例指标并触达上限值2%，仅2家竞买人确认 进入第二阶段竞价，最终由联发集团以总价21亿元+商品住宅装修标准4500元/㎡+公共服务设施5220㎡+高端人 才住房配建比例2%竞得，综合楼面价33957元/㎡，溢价率41.68%。 6月19日，上海出让5宗地块，4宗溢价成交、1宗底价成交，总成交金额191.57亿元。其中，最受关注的杨浦区 地块吸引了6家竞买人 ...

成都主城区迎来2宗住宅用地出让。根据成交结果，两宗地块均溢价成交，其中锦江区地块溢价率达 75.7%。根据地块信息，此次出让的两宗地块分别位于武侯区西部智谷板块和锦江区东大街板块，总土 地出让面积约为6.21万平方米，总建筑规划面积约为15.66万平方米，总起始价约为26.16亿元，两宗地 块合计出让金额约为38.37亿元。（中证金牛座） ...

Core Viewpoint - The real estate market is showing a mixed performance in May, with some companies reporting year-on-year sales growth while others experience declines in sales figures [1][2]. Group 1: Company Sales Performance - Poly Developments reported a signed area of 1.3041 million square meters in May, a year-on-year decrease of 32.88%, and a signed amount of 28.512 billion yuan, down 19.26% [2]. - China Overseas Development achieved a sales amount of 23.85 billion yuan in May, marking a year-on-year increase of 21.1%, although the sales area decreased by 19.1% [2]. - Poly Developments successfully issued 3 billion yuan in medium-term notes with an interest rate of 2.15% [2]. Group 2: Second-hand Housing Market - In Beijing, the number of second-hand residential contracts reached 14,277 in May, reflecting a year-on-year increase of 6.7% but a month-on-month decrease of 8.3% [3]. - Shanghai's total housing transactions in May amounted to 2.23 million square meters, with a year-on-year growth of 17%, including a 24% increase in new housing transactions [3]. - Shenzhen recorded a year-on-year increase of 17.6% in second-hand housing transactions, with over 5,000 recorded units in May, indicating strong market resilience [3]. Group 3: Land Market Activity - Multiple hot cities have recently auctioned off several land parcels, with Beijing's total land sales amounting to 13.06 billion yuan [4]. - Guangzhou had five residential land parcels sold at a total price of 5.569 billion yuan, all at the starting price [4]. - In Hangzhou, a residential land parcel was sold with a premium rate of 40.33% after 46 rounds of bidding [4]. Group 4: Company Land Acquisition Attitudes - Most companies are adopting a cautious approach to land acquisition, focusing on first and second-tier cities [5]. - Companies are prioritizing land that aligns with their strategic goals and financial capabilities while closely monitoring market conditions [5].

5月30日，广州一天卖5宗地，揽金55亿元。 而就在当天下午，公共资源中心又再度挂牌5宗涉宅用地，总起拍总价超76亿元，总计容建面近27万㎡。该5宗地块都将在6月30日出让。 天河区大观路以东、大观公园路以北AT1003083地块、AT1003084地块这是两宗紧挨着的地块，位于世界大观板块。其中，AT1003083地块宗地面积 24175.75平方米，计容建筑面积≤38799.83平方米，挂牌起始价123850万元，起始楼面价为3.19万元/㎡。 AT1003084地块宗地面积73302.92平方米，计容建筑面积≤35462.53平方米，容积率≤2.30，挂牌起始价106388万元，起始楼面价3万元/㎡。但84地块需配建 中小学，83地块则需配建幼儿园。 海珠区AH050335地块该地块位于广纸板块，宗地面积14417.8平方米，计容建筑面积≤84499.1平方米，挂牌起始价287297万元，起始楼面价为3.4万元/ ㎡。 另外，两宗地块均为低密宅地，容积率仅≤2.3，未来世界大观豪宅圈竞争激烈。 地块地处广纸片区位于广州市海珠区西部，靠近珠江后航道，地理位置优越， 是海珠区的重要发展区域之一。 地块地处地 ...

Core Viewpoint - In June 2025, 20 key cities plan to auction 127 plots of residential land with a total starting price of 107.1 billion yuan, indicating a significant activity in the real estate market [1]. Group 1: Land Auction Plans - Four cities have a starting price exceeding 10 billion yuan this month: Beijing, Hangzhou, Guangzhou, and Tianjin [1]. - Notable single-day auctions exceeding 5 billion yuan are scheduled in Beijing (June 4, 5), Xiamen (June 20), Hangzhou (June 27), Guangzhou (June 30), and Tianjin (June 30) [1]. Group 2: Auction Data Summary - The auction data includes various cities with specific dates and amounts, showcasing the competitive nature of land sales in different regions [2]. - For instance, in Changsha on June 19, the auction raised 4.13 billion yuan, while in Qingdao on June 17, it raised 29.19 billion yuan [2].

【1】上海5月二手房累计成交2.14万套，同比上涨15% 6月3日，上海市房地产交易中心数据显示，2025年5月上海二手房累计成交2.14万套，日均成交690套， 环比下降8.6%，同比上涨15%。 6月3日，郑州市住房保障局公开征求《郑州市房屋专项维修资金管理办法》意见建议。据悉，本次修订 强调维修资金属于全体业主共有的属性，转变业主观念，化解维修资金使用难的问题；在维修资金属于 业主共有的前提下，维修资金的续交方案，也应体现业主决策；在房屋产权过户后，根据《河南省物业 管理条例》的相关规定，维修资金随房过户；针对部分开发企业代收维修资金存在的未及时交存的风险 问题，修订稿对取消开发企业代收维修资金做了相应规定。 【4】昆明城建投资发行12.6亿元中期票据 6月3日，昆明城建投资对外公布了2025年度第二期中期票据的发行情况。此次债券简称为"25昆明城建 MTN002"，起息日定于2025年5月30日，计划发行总额为12.6亿元，期限为457天，预计兑付日为2026年 8月30日。实际发行总额与计划发行总额一致，均为12.6亿元，发行价为100元（百元面值）。 【2】福州市发布第三批拟出让住宅用地清单 在申 ...