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 ...

潮新闻客户端 记者 马梦婷 根据浙报传媒地产研究院统计，截至2025年5月底，杭州市区本年度涉宅地成交金额达994亿元，与2024全年杭州涉宅成交1169亿元相比，占比已高达 85%。当前供地高频，6月已有3场涉宅地定档。 重点提要 NO.1 数据：供地速度近年罕见 涉宅金额已接近2024年全年 近几月均保持高频次供应模式，达近年高位。截至5月底，杭州市区涉宅地成交金额达994亿元，与2024全年杭州涉宅成交1169亿元相比，占比已高达 85%。 6月已挂牌涉宅地起价超130亿元，即使全部底价成交，2025年上半年成交宅地金也将与2024年全年比肩。 NO.2 市场：热度分化突出 仍处于敏感阶段 本月既有三墩、新天地、运河新城宅地高溢价成交（溢价均超40%），又有钱塘江东核心、下沙工业区、临平翁梅乔司等板块5宗地块底价成交，竞争热 度存在明显分化。 其中共9宗涉宅地块成交，出让面积48.7万㎡（约730亩），总建筑面积79.3万㎡，成交金额93.0亿元。 2025年6月，杭州市区预计出让18宗土地，总出让面积37.2万㎡，总建筑面积65.6万㎡，起始总价138.0亿元。其中涉宅用地预计出让三场，共10宗，出让 ...

已经进入5月下旬了，月底还有零星地块出让，不过看接下来的6月，还有多宗核心土地出让。 | 地籍编号 | 宗也位置 | 区域 | 土地面积 | 部位 | 容积率 | 土拍时间 > | | --- | --- | --- | --- | --- | --- | --- | | | | | (E) | | | | | XC11-4-96 | 新城区康乐路与韩森路西南角 | 新城区 | 10.775 | 商住 | 5.9 | 网上挂牌期限为2025年5月15日9时 | | | | | | | | 至5月28日16时整 | | GW1-14-3-1 | 产灞国际港全运路以东、港安路以北 | 产灞国际港 | 30.79 | 商住 | 2.2 | 网上挂牌期限为2025年5月16日9时 | | | | | | | | 至2025年5月29日16时整 | | GW1-14-3-2 | 产灞国际港全运路以东、港安路以北 | 产霸国际港 | 9.706 | 商服 | 3.5 | 网上挂牌期限为2025年5月16日9时 | | | | | | | | 至2025年5月29日16时整 | | GW1-22-17 | 产灞国际港港泽路 ...

Group 1 - In April, Sichuan province's infrastructure market achieved a transaction volume of 463.09 billion, ranking 7th nationwide, with 102 projects completed [2][3] - The transaction volume decreased by 25% compared to the previous month, down 153.26 billion from 616.34 billion, and a year-on-year decrease of 6% [2] - The leading sectors in transaction volume were municipal engineering, urban comprehensive development, and affordable housing projects, with respective volumes of 110.18 billion, 78.44 billion, and 76.04 billion [2] Group 2 - Central enterprises dominated the market with a transaction volume of 222.7 billion, accounting for 48.09% of the total, while local state-owned enterprises had the highest number of projects at 45, representing 44.12% [3] - The average project size for central enterprises was 3.57 billion, which was higher than other types of enterprises [3] Group 3 - In April, Sichuan province issued no new special bonds, with a total bond issuance of 2000.32 billion, including 1694.10 billion in special bonds and 306.22 billion in general bonds [4] - The cumulative issuance of new special bonds in 2025 was 800.17 billion, primarily concentrated in January and March, with no new issuances in February and April [4] Group 4 - The land transfer area in April was 492.43 million square meters, an increase of 18.30% year-on-year and 18.99% month-on-month, but the total land transfer revenue was 63 billion, a decrease of nearly 57% compared to the same period last year [5]

Group 1 - The sales gap among the top 10 real estate companies in China is widening, with only Poly Developments surpassing 800 billion yuan in sales, while only Greentown China exceeds 700 billion yuan [1][2] - The sales rankings of the top 10 companies remained unchanged, with China Jinmao and China Railway Construction swapping positions, while several companies like China Overseas Development and China Merchants Shekou saw significant ranking improvements [1][2] Group 2 - In April 2025, the total sales amount for the top 10 real estate companies reached approximately 3,000 billion yuan, with Poly Developments leading at 876 billion yuan, followed by Greentown China at 710.2 billion yuan and China Resources Land at 685 billion yuan [2][3] - The sales figures for other notable companies include China Overseas Development at 663.2 billion yuan, China Merchants Shekou at 497.8 billion yuan, and Vanke A at 459.2 billion yuan [2][3] Group 3 - Hangzhou's land transfer revenue has exceeded 900 billion yuan in 2025, with a significant year-on-year increase of 149% in the first quarter, reaching 595.1 billion yuan [5] - The top three cities in land transfer revenue are Hangzhou, Nanjing, and Beijing, indicating a strong demand for land in core urban areas [5][10] Group 4 - In April 2025, the total land transaction area in the top 20 cities reached approximately 28.46 million square meters, marking the largest monthly transaction scale of the year [10] - Cities such as Nanjing, Shanghai, and Hangzhou had significant land transaction areas, with 11 cities exceeding 1 million square meters in transactions [10][13]