蓝色区域为该地块 尽管没有出现前几次南京土拍的高溢价场景，不过以逾26亿成交的G29地块却是近年来南京土地市场总价最高 的地块之一。G29位于雨核片区荷雨路以北、荷月路以东，出让面积6.77万平方米，容积率为2.4，建筑限高100 米，挂牌价为26.05亿元，此番以底价拍出后，成交楼面价为16030元/㎡。地块南侧为在建的南师附中雨花学 校，距地铁景明佳园站直线距离仅600米左右，西侧为保利荷雨臻悦项目，去年该楼盘销售775套、超8万平方 米，成为当年销售套数和面积的"双冠王"，显示出雨核板块的市场供求健康平稳，或许这也是厦门联发出手拿 地的因素之一。 扬子晚报网5月15日讯(记者马祚波)在5月15日上午结束的一场南京土拍中，位于雨核板块的G29地块以底价 26.05亿元成交，厦门国企联发集团将地块收入囊中。根据地块投资协议，该地块的户均建筑面积不高于102平 方米，这就意味着未来约可提供1593套房源，同时还将配建四点半学堂、健身房、书吧、共享办公等配套设 施。 看到，G29地块的小区内部还须配套四点半学堂、健身房、书吧、共享办公等功能，以精准解决板块内购房职 工的后顾之忧。 | | DODD- | | | ...

5月9日，上海今年第四批次土拍出让4宗地块，分别位于杨浦区、松江区、青浦区和虹口区，总建设用 地总面积约10.1万平方米，规划建筑总面积约23.7万平方米，共揽金97.09亿元。两宗地块溢价成交 杨浦区N090602单元L4-02地块位于定海社区，出让面积为21150.46平方米，规划建面52876.15平方米， 容积率2.5，整体高度控制在40米以下，东侧建筑高度需与杨树浦路3061弄优秀历史建筑相协调，定海 路沿线建筑高度可突破至60米。 该地块起始价33.58亿元，起始楼面价63500元/平方米，中止价为47.006亿元，对应溢价率40%。 虹口区C080101单元hk196-08、hk196-06地块被北外滩集团以底价21.57亿元竞得，综合楼面价67131元/ 平方米(其中住宅部分楼面价87997元/平方米)，地块商品住宅装修标准不低于4000元/平方米(集采价)。 青浦区QPS5-0001单元36b-01地块被保利发展底价竞得，成交总价8.41亿元，成交楼面价15500元/平方 米，地块商品住宅装修标准不低于2000元/平方米(集采价)。 据中指研究院统计，该地块吸引了招商蛇口（001979）、中 ...

Core Viewpoint - The recent land auction in Panyu District, Guangzhou, saw a local private enterprise, Panyu Real Estate, successfully acquire a plot for a total price of 306 million yuan, with a floor price of 19,893 yuan per square meter and a premium rate of 19.5% [1][2]. Group 1: Auction Details - Four real estate companies expressed interest in the auction, including Greentown, Nantong Yalun, Guangzhou Panyu Real Estate Co., and Guangdong Baiye Tai Construction Engineering Co. [2] - The plot has a total construction area of 15,416 square meters and a plot ratio of 3.0, with a starting floor price of 16,650 yuan per square meter [4]. Group 2: Location and Surroundings - The plot is located approximately 600 meters from the Panyu Square Station, providing high accessibility to major areas in Guangzhou [4]. - Surrounding amenities include the Panyu District Government, shopping centers, and various banks, indicating a strong living environment [6]. Group 3: Market Performance - In the past year, the Panyu District saw 807 residential units supplied and 1,159 units sold, with an average transaction price of 35,981 yuan per square meter [6]. - The most popular unit types in the area are those over 100 square meters, accounting for 61% of transactions in the past year [8]. Group 4: Future Developments - Guangzhou has recently listed five new plots for auction, with a total starting price exceeding 5.5 billion yuan, indicating ongoing land supply and potential market activity [11]. - The new land supply is expected to enhance the area's infrastructure and living conditions, with specific requirements for community facilities such as schools and healthcare centers [18][19].

Policy News - Sichuan has announced the cancellation of the distinction between ordinary and non-ordinary residential standards, allowing certain residential properties to enjoy land value-added tax exemption if the appreciation does not exceed 20% after deductions [1] - Hangzhou has introduced new policies to support employees in using housing provident funds for purchasing affordable housing, allowing withdrawals for down payments and rent payments [2] - Zhengzhou is seeking public opinion on adjusting the age limit for housing provident fund loans, extending the maximum loan term to 68 years for men and 63 years for women [3] - Xiamen has optimized its housing compensation policy, allowing residents to choose from a wider range of housing options, including new homes and second-hand properties [4] Market News - The People's Bank of China has maintained the 5-year and 1-year Loan Prime Rates (LPR) at 3.6% and 3.1% respectively, unchanged for five consecutive months [5] - In Hangzhou, two residential land parcels were sold for a total of 4.47 billion yuan, with an average premium rate of 63.7% [6] - Xiamen's land auction generated 8.829 billion yuan from four parcels, with the highest premium rate at 12.34% for the Wuyuanwan parcel [6] - Nanjing sold nine residential land parcels for a total of 8.463 billion yuan, with a premium rate of 7.1% for one competitive parcel [7] Company News - Binhai Group reported a net profit of 3.791 billion yuan for 2024, with a 32.94% year-on-year increase in revenue [8] - Shoukai Group's revenue for 2024 was 24.213 billion yuan, down 49.31% year-on-year, with a net loss of 8.141 billion yuan [8] - China Communications Real Estate plans to transfer its real estate development assets and liabilities to its controlling shareholder to shift towards a light asset operation model [8]

Investment Rating - The report indicates a cautious investment rating for the real estate sector, reflecting a decline in land supply and transaction volumes [4][5]. Core Insights - The land supply and demand scale has decreased significantly, with a 34% drop in supply and a 75% decrease in transactions compared to the previous week [4]. - The average premium rate for key cities remains above 10% for three consecutive weeks, currently at 10.7% [5][6]. - The flow rate of land auctions has reached a high level, with a recorded 18.5% of land parcels remaining unsold [4]. Supply Summary - The total land supply this week was 6.15 million square meters, down 34% week-on-week [4]. - First and second-tier cities saw a dramatic decrease in land supply by 91% and 42%, respectively, while third and fourth-tier cities experienced a 33% increase [4]. - The average plot ratio for residential land supplied was 2.3, with some cities like Quanzhou and Haikou exceeding 2.5 [4]. Transaction Summary - Total transaction area was 1.26 million square meters, down 75% week-on-week, with a transaction value of 6.5 billion yuan, reflecting an 85% decline [5]. - The average floor price for key cities decreased by 15% to 5,138 yuan per square meter [5]. - High-quality land parcels in major cities saw a reduction in transaction volume, impacting overall market dynamics [5]. Key Land Auction Results - In Shanghai's Jiading New Town, a residential plot was sold for 2.66 billion yuan with a premium rate of 30%, setting a new price record for the area [6]. - The Beijing Tongzhou area saw a residential plot listed with a starting price of 2.33 billion yuan, with a floor price of 27,000 yuan per square meter [4]. - In Hangzhou's Yuhang District, a residential plot was auctioned with a starting price of 3.61 billion yuan and a floor price of 18,000 yuan per square meter [5].