Group 1 - The land parcel located at Huishan Avenue, Shenyang, has been successfully auctioned, designated as Class II industrial land, and acquired by Shenyang Hongsheng Hengze Beverage Co., Ltd [2] - The land parcel in Hunnan District, identified as East-1, is classified as Class I industrial land and has been won by China Water Resources and Hydropower Sixth Engineering Bureau Co., Ltd [4] Group 2 - The Shenyang Transportation Bureau has initiated the compilation of the "15th Five-Year" comprehensive transportation plan, focusing on various upgrades including airport hub construction, high-speed rail network enhancement, and expansion of subway lines [4] - A public consultation program titled "Open Planning - Asking Citizens for Opinions and Needs" is being conducted to gather feedback on the transportation plan, encouraging participation from commuters and travelers [5]

Group 1 - The Beijing Housing Provident Fund Management Center reports that the interest rate on provident fund deposits is significantly higher than current bank deposit rates [1] - Shanghai's real estate market "half-year report" shows that the transaction volume of new and second-hand houses reached 13.11 million square meters, the highest for the same period since 2022 [2] - Country Garden and others are subject to enforcement actions totaling 830 million [3] - Hefei adjusts the contribution base and ratio for the housing provident fund [4] - Zhongliang Real Estate delivered 15,026 new homes from January to June [5] - Nanjing launched 5 residential land plots with a total starting price of 2.381 billion [6] - CIFI Group delivered a total of 15,000 new homes nationwide from January to June [7] - Poly Developments plans to issue the second phase of corporate bonds for 2025, with a scale of 1.5 billion [8] - Knight Frank reports a strong performance in Hong Kong's luxury residential rental market in the first quarter, with a year-on-year rental increase of 6.5% [9] - In June, Hong Kong's existing property mortgage registrations reached a 22-month high, with pre-sale mortgage registrations increasing by 46.9% month-on-month [10]

Core Viewpoint - Guangzhou's residential land auction faced significant challenges, with only 2 out of 5 planned plots sold at the base price, while 3 plots were canceled just days before the auction, indicating a weak market demand and stricter regulations [1] Group 1: Auction Results - On June 30, Guangzhou planned to auction 5 residential land plots but only 2 were sold at the base price [1] - 3 plots located in Tianhe and Haizhu districts were announced to be canceled due to unspecified reasons, despite being popular among bidders [1] - In June, Guangzhou launched 10 residential land plots, with 4 remaining unsold, highlighting a trend of low demand [1] Group 2: Market Analysis - Experts suggest that the inability to sell these plots is linked to tightened regulations on land use in Guangzhou [1] - The underlying issue is attributed to the ongoing sluggishness in the real estate market, prompting calls for the local government to consider lowering the starting prices for new land supply [1]

Core Insights - On June 30, Tianjin auctioned 15 residential land parcels, with a total transaction amount of 8.777 billion yuan [1] - A residential land in Hexi District was won by China Overseas Land & Investment for 740 million yuan, with a floor price of 21,002 yuan per square meter and a premium rate of 11.45% [1] - The remaining 14 parcels were sold at the base price [1]

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） ...