据中指研究院监测，截至8月18日，各地公示拟使用专项债券收回收购存量闲置土地的数量已超4300 宗，拟收储用地面积超2.2亿平方米，其中多省市已发或将要发行相应专项债券合计超1500亿元，占拟 收储总金额的27%。广东省发行金额377亿元，居首位。 专项债收回收购存量闲置土地取得新进展。 业内人士认为，用于收购存量闲置土地的专项债实际发行仍集中于"自审自发"试点地区，其余省市专项 债发行有待提速。若接下来非"自审自发"地区能实现新的突破，预计也将进一步提振市场预期，更好的 改善市场供求关系。 各地公示拟用专项债收地金额超5500亿元 其中，广东省发行377亿元，居首位；湖南省发行5次，合计307亿元，位居第二。各城市中，长沙发行 专项债金额超90亿元，位居各城市首位，一二线城市合计发行约320亿元，约占总发行金额的21%。 中指研究院政策研究总监陈文静指出，用于收购存量闲置土地的专项债实际发行规模占比低，仍集中 于"自审自发"试点地区，其余省市专项债发行有待提速。2月末以来，各地陆续发行专项债券用于收回 收购存量闲置土地，已发行的地区均为专项债"自审自发"试点地区，非"自审自发"试点地区尚未发行相 关专项债， ...

Core Viewpoint - The article discusses the progress of using special bonds to acquire idle land, highlighting the amount of land and financial resources involved in this initiative [2][4][5]. Group 1: Special Bonds for Idle Land Acquisition - As of August 18, over 4,300 cases of proposed land acquisition using special bonds have been publicly announced, covering an area of over 220 million square meters and totaling over 55 billion yuan [2][4]. - Among the 31 provinces and cities, 26 have reported plans to use special bonds for land acquisition, with Guangdong province leading with a proposed total amount of nearly 79 billion yuan [4]. - Approximately 50% of the proposed acquisition prices are between 0.8 and 1.0 times the original transaction price, indicating a decrease in the ratio of acquisition prices compared to previous data [4]. Group 2: Issuance of Special Bonds - The total amount of special bonds issued or to be issued for acquiring idle land has exceeded 150 billion yuan, accounting for 27% of the total proposed acquisition amount [5][6]. - Guangdong province has issued 37.7 billion yuan, the highest among provinces, followed by Hunan with a total of 30.7 billion yuan from five issuances [6]. - The actual issuance of special bonds for land acquisition remains low and is concentrated in "self-examination and self-initiated" pilot areas, with other provinces needing to accelerate their issuance [6][7]. Group 3: Overall Special Bond Issuance - Cumulatively, about 2.88 trillion yuan of new special bonds have been issued, with those for idle land acquisition making up only about 5.2% of the total [7]. - The total quota for new special bonds for local governments this year is set at 4.4 trillion yuan, with nearly 70% already issued, suggesting that around 800 billion yuan may be allocated for idle land acquisition in the future [7].

Core Insights - The central and local governments are actively using special bonds to recover idle land, with significant progress made in policies and implementation [1][8] - As of August 18, over 4,300 parcels of idle land have been publicly announced for recovery using special bonds, covering an area of over 22 million square meters and totaling over 55 billion yuan [2][9] Summary by Category Special Bonds and Land Recovery - The total amount of special bonds proposed for land recovery exceeds 55 billion yuan, with Guangdong being the largest province in terms of proposed recovery scale [2][3] - Seven provinces, including Guangdong, Hunan, and Anhui, have issued or are about to issue special bonds totaling over 150 billion yuan, which is less than 30% of the proposed recovery amount [8][9] Provincial and City Breakdown - Guangdong leads with 372 parcels and a total recovery area of 1.93 million square meters, with a proposed recovery amount of 79.7 billion yuan [3][4] - Among cities, Chongqing has the highest proposed recovery amount of 53.38 billion yuan, covering over 1.81 million square meters [4][5] Land Use and Ownership - Residential land remains the primary focus for recovery, accounting for approximately 66% of the parcels, with a notable increase in the last two months [5][6] - About 84% of the proposed recovery parcels are owned by local state-owned enterprises, while only 13% are owned by private enterprises [5] Pricing and Market Dynamics - Approximately 50% of the parcels have a proposed recovery price that is between 0.8 and 1.0 times the original transaction price, indicating a potential discount on some parcels [5][10] - The issuance of special bonds for land recovery is currently concentrated in "self-examination and self-initiated" pilot areas, with other regions needing to accelerate their bond issuance [10]