中指研究院华东大区常务副总高院生表示，此次土拍呈现明显的分化格局，核心地块(世纪城、市北)与 外围地块(双浦、钱塘)溢价率差异显著，房企拿地依旧谨慎，聚焦低风险、流速高的项目。 滨江集团（002244）共斥资约48.7亿元斩获其中的三宗宅地，成为本次土拍的最大赢家。三宗宅地分别 为康桥单元、萧山城区市北单元和西站新城单元地块。 其中，西站新城单元地块楼面价达到2.43万/㎡，成为云城新地王。该地块交通便利，配套较完善。其 邻近杭州西站枢纽，板块内拥有地铁5号线、3号线、19号线多个站点，机场轨道交通、运溪高架路等多 条交通干线。周边配套有以杭州云城综合体、云城天街为核心的高端商业；杭州师范大学仓前校区、杭 师大附属仓前实验中学、仓前中心小学等教育资源。 6宗地共揽金约125.76亿元，整体平均溢价率22.4%。 因此，地块吸引了坤和、滨江、绿城、保利发展（600048）、华润、建发、招商、越秀等多家房企参与 竞争。最终，经过27轮降价，滨江集团以约18.63亿元拿下该地块，溢价率16.9%，楼面地价24324.6元/ ㎡，刷新了云城板块记录，超过今年1月21日华润2.16元/㎡拿下的西站新城单元YH08070 ...

Core Viewpoint - The bidding for the FZX-0303-6007 land plot in Tongzhou District, Beijing, has attracted significant interest from major developers, including China Railway Construction Real Estate and China Merchants Shekou, indicating a competitive landscape in the local real estate market [2][5][12]. Group 1: Bidding Plans and Land Details - China Railway Construction Real Estate and China Merchants Shekou have publicly announced their bidding plans for the FZX-0303-6007 land plot, with estimated investments of 223 million yuan and 226 million yuan respectively [2]. - The land plot covers an area of 12,700 square meters, with a total construction area of approximately 36,500 square meters and a low plot ratio of 1.7, which is a recent low for Tongzhou [3][11]. - The bidding results for the land plot are expected to be announced on April 29 [3]. Group 2: Market Dynamics and Developer Strategies - China Railway Construction Real Estate has been largely absent from the Beijing market, with its last acquisition three years ago, indicating a strategic return to the competitive landscape [5]. - The recent success of China Merchants Shekou's project, which sold 230 units for a total of 1.146 billion yuan at an average price of 58,900 yuan per square meter, demonstrates the potential profitability of the area [6]. - The competitive bidding for the land plot suggests a fierce contest between developers, with implications for pricing and market dynamics in the region [6][12]. Group 3: Financial Health of Developers - China Railway Construction Real Estate has a high debt ratio of 80.37% and significant short-term liabilities, indicating financial pressure as it re-enters the market [9]. - The company reported a negative operating cash flow of 2.37 billion yuan for the first nine months of 2024, compared to a positive cash flow of 374 million yuan in the same period the previous year [10].

本次四宗地块中，静安大宁、浦东北蔡有望接续高溢价的火焰。 先来看大宁地块，直线距内环高架约1公里，这里是距离内环更近的大宁。 大宁地块区位示意图 上海将迎一场更高级的土拍 3月28日星期五，2025年上海第三批次土拍将举行，涉及静安大宁、浦东北蔡、闵行紫竹、青浦西岑四宗地块，起始总价超过113亿元。 前瞻这次土拍，预计一半是火焰，一半看未来，注定是一场更高级的土地竞夺。 01 大宁和北蔡，剑指板块新地王 去年，并非纯住宅的中建玖合大宁地块，成交楼板价约6.83万/㎡。这次的大宁迷你地块， 光是起拍价就超过了7万/㎡，已提前锁定大宁新单价地王，届 时就看溢价率能拱到多高了。 此外，迷你地块开发难度不小，而且该地块还要求至少5000元/㎡的装标，以及配建2500㎡的社区商业，花落哪家房企，也是非常有意思的看点。 再来看看浦东北蔡地块。 该地块起拍总价约20.83亿元，5.1万/㎡的起拍楼板价与去年板块内的浦开地块成交单价持平。倘若溢价率超过10%，就将突破隔壁邻居西派海上5.57万/㎡ 的楼板价。 北蔡地块区位示意图 浦东中环内，7.5倍世纪公园大小的北蔡楔形绿地，正在向崭新的复合型生态住区蜕变（点看 从区位与周 ...